SPOTIO

Field service management and sales engagement software

4,5 /5 (69 reviews) Write a Review!

SPOTIO Overview

What is SPOTIO?

SPOTIO is a field service management and sales engagement software that is designed for businesses across several industry segments, including solar, medical, telecommunications, distribution, food & beverage, home improvement, real estate, marketing, insurance, and pharmaceuticals. It helps organizations manage operations related to route optimization, customer communications, lead visit tracking, and more on a centralized platform.

SPOTIO allows field employees to automatically capture and store visit details, client calls, SMS messages, and email communications. Supervisors can utilize the autoplays functionality to create daily task sequences and organize leads and customer specific activities. The sales prospecting module enables team members to generate leads, schedule appointments, filter prospects, and track lead status. It also offers a sales territory mapping tool, which allows administrators to configure role-based permission rights, optimize sales routes, and manage prospects based on specific territories.

SPOTIO provides an API, which allows organizations to integrate the platform with several third-party CRM and ERP solutions, such as Oracle NetSuite, Pipedrive, SAP ERP, and Salesforce. It also enables staff members to track sales processes, create reports, build mailer campaigns, and print pipeline reviews.

SPOTIO Overview

Pricing

Starting from
US$39,00/month

Pricing options

Free Trial
Subscription
Value for money

SPOTIO is available across four pricing plans, outlined below.
TEAM: $39/per user/month
BUSINESS: $69/per user/month
PRO: $129/per user/month
ENTERPRISE: Please contact SPOTIO directly for pricing details.


SPOTIO Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

SPOTIO calendar
SPOTIO territories
SPOTIO company broadcast
SPOTIO lead machine
SPOTIO video SPOTIO screenshot: SPOTIO calendar SPOTIO screenshot: SPOTIO territories SPOTIO screenshot: SPOTIO company broadcast SPOTIO screenshot: SPOTIO lead machine

SPOTIO Reviews

SPOTIO Reviews

Overall rating
4,5
/
5
Excellent
49

Very good
12

Average
4

Poor
1

Terrible
3

Value for Money
4,4
Features
4,6
Ease of Use
4,6
Customer Support
4,5
88% recommended this app
David N.

Spotio Hit's the Mark!

It has helped in the tracking and follow-up process. It has paid for itself many times over.


William K.

Best door-to-door app I've ever used! No reason to try another one ever.


David L.

Not a bad product - Alot of glitches need to be fixed

I tried my best to keep up with Spotio, I used them for over a year. When I first rolled it out to my team I had them use their cell phones but their cell phones wouldn't have the battery life to get a full day in the field with the program. So I decided to invest in 10 Ipads which gave them enough battery life for the entire day which helped a lot. Spotio was fairly responsive and tried their best to solve the issues.. the issues are still not solved but it was when they took me off a month-to-month agreement and wanted a 12-month payment upfront for all the licenses that I had where I decided to leave them. I didn't want to pay in advance for a product that still had glitches they needed to work on.


Brandon V.

This company is #Spot on for the salesman!!

Complete satisfaction with a dose of excellent customer service!!


Caden C.

I have absolutely loved using Spotio as a solar company. I would highly recommend it to...


David N.

Spotio Hit's the Mark!

Used Weekly for 2+ years
Reviewed on 2017/12/26
Review Source: Capterra

It has helped in the tracking and follow-up process. It has paid for itself many times over.

Pros

I started using Spotio back in it's "free" days. Since it became a "paid" service, I have found quite a few truly valuable features. I've been able to reach out to their Customer Support folks whenever I've had an issue (generally around a new tool I was learning). I haven't activated all the available options, the ones I am using...I use regularly. I think this would be an invaluable resource for your sales or service team. Oh, be creative! You can tweak this thing like crazy!

Cons

I would love it if I was able to attach an icon or symbol to a pin in order to add another layer of customization. I'd love to be able to choose "text" or "sms" when I tap the phone number (which DOES let me dial from in the app.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

William K.

Best door-to-door app I've ever used! No reason to try another one ever.

Used Daily for 6-12 months
Reviewed on 2018/01/02
Review Source: Capterra

Pros

-Easy-to-use mapping software
-Complete mobile accessibility
-Painless database uploading
-Can handle ALL my data without restriction
-Pins reflect number of times a home was visited
-Easy to get in touch with service/support team
-Motivational emails keeping the focus on selling
-Interface design is easy to navigate and use
-Easy to add additional salespeople and transfer pins
-Low cost compared to competitors
-Seamless integration with other commonly used programs
-Ability to use lead generation option (I currently don't use it, but it's cool to have in case I need it)

Overall... Spotio was WELL thought out. If anyone is debating whether to use this product, I'd say go ahead and try it. It is definitely worth every penny.

Cons

The only thing I can actually say I don't like about this software is the way they group pins together on the map. Even though the map may load a bit slower, I would still like a feature that allows me to either turn on a grouped view or a colored region. Using a simple circle with a number in it doesn't actually represent my region accurately. Not a deal-breaker... just trying to find something negative to say about the product. The pros heavily outweigh the cons.

Rating breakdown

Value for Money
Ease of Use
Customer Support

David L.
Industry: Financial Services
Company size: 11-50 Employees

Not a bad product - Alot of glitches need to be fixed

Used Daily for 1+ year
Reviewed on 2020/02/21
Review Source: SoftwareAdvice

I tried my best to keep up with Spotio, I used them for over a year. When I first rolled it out to my team I had them use their cell phones but their cell phones wouldn't have the battery life to get a full day in the field with the program. So I decided to invest in 10 Ipads which gave them enough battery life for the entire day which helped a lot. Spotio was fairly responsive and tried their best to solve the issues.. the issues are still not solved but it was when they took me off a month-to-month agreement and wanted a 12-month payment upfront for all the licenses that I had where I decided to leave them. I didn't want to pay in advance for a product that still had glitches they needed to work on.

Pros

The product is easy to use and simple enough that a team can use it with very little training. One of the reasons I chose to use spotio.

Cons

Spotio has many glitches, it can log you out randomly and not let you log back into the app for the day. Sometimes after a day of tracking it doesnt save any of the information that was gathered that day.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Brandon V.
Industry: Marketing & Advertising
Company size: 10 000+ Employees

This company is #Spot on for the salesman!!

Used Daily for 2+ years
Reviewed on 2019/09/10
Review Source: Capterra

Complete satisfaction with a dose of excellent customer service!!

Pros

This company and their Spotio apps are absolutely amazing! From the b2b to the d2d, you can find out the benefits in any sales market. Do yourself a favor, download the app and begin to add more to your sales numbers for the week, month and year!!

Cons

In all honesty, I have used this app and have seen this product from it's early days. Every business will have their short comings and failures. But every company does not always respond in a positive manner to learn, develop and impact their future direction... Away from complete and utter failure. Spotio is a company that has made it here, due to their willingness to make it better for the consumer!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Caden C.

I have absolutely loved using Spotio as a solar company. I would highly recommend it to everyone.

Used Daily for 6-12 months
Reviewed on 2017/09/27
Review Source: Capterra

Pros

My favorite thing about Spotio, the big reason actually why we switched to it, is because it's integrated tracking system. With this system, we're able to actually track each rep that's on the door and make sure that when they drop a pin, that they're doing it from where they say they're doing it from. This means that if we have a rep who is supposedly knocking doors, but is actually in his car dropping pins, we can see that. Additionally, it makes canvassing simple. I love the both the mobile app and web app.

Cons

The thing I dislike most right now is that fact that when we zoom out to see all of the areas in a particular city, the areas disappear. In order to see the outlined areas, you have to zoom in more. The only downside to this is that when you zoom in, you aren't able to see every area on your screen at once. This isn't a big deal, and I've been explained that it was made that way to speed up the system, but for our purposes as a national solar company, it can be annoying when we want to look at a whole city on the Spotio map

Rating breakdown

Value for Money
Ease of Use
Customer Support

User recommendation
9,5/10
Based on 69 user ratings
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SPOTIO Pricing

SPOTIO Pricing

Starting from
US$39,00/month
Free Trial
Subscription
Value for money

SPOTIO is available across four pricing plans, outlined below.
TEAM: $39/per user/month
BUSINESS: $69/per user/month
PRO: $129/per user/month
ENTERPRISE: Please contact SPOTIO directly for pricing details.

SPOTIO is available across four pricing plans, outlined below.
TEAM: $39/per user/month
BUSINESS: $69/per user/month
PRO: $129/per user/month
ENTERPRISE: Please contact SPOTIO directly for pricing details.

Value for Money
4,4/5
Based on 69 user ratings
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SPOTIO Features

SPOTIO Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
4,6/5
Based on 69 user ratings
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Categories

Additional information for SPOTIO

Additional information for SPOTIO

Key features of SPOTIO

  • Activity Tracking
  • Contact Management
  • Content Management
  • Contract Management
  • Document Management
  • Field Sales Management
  • Forecasting
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Prospecting Tools
  • Sales Forecasting
  • Territory Management
  • Training Management

SPOTIO FAQs

SPOTIO FAQs

Below are some frequently asked questions for SPOTIO.

Q. What type of pricing plans does SPOTIO offer?

SPOTIO offers the following pricing plans:

Starting from: US$39,00/month

Pricing model: Subscription

Free Trial: Not Available

SPOTIO is available across four pricing plans, outlined below. TEAM: $39/per user/month BUSINESS: $69/per user/month PRO: $129/per user/month ENTERPRISE: Please contact SPOTIO directly for pricing details.

Q. What are the main features of SPOTIO?

SPOTIO offers the following features:

  • Activity Tracking
  • Contact Management
  • Content Management
  • Contract Management
  • Document Management
  • Field Sales Management
  • Forecasting
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Prospecting Tools
  • Sales Forecasting
  • Territory Management
  • Training Management

Q. Who are the typical users of SPOTIO?

SPOTIO has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does SPOTIO support?

SPOTIO supports the following languages:

English

Q. What type of pricing plans does SPOTIO offer?

SPOTIO has the following pricing plans:

Subscription

Q. Does SPOTIO support mobile devices?

SPOTIO supports the following devices:

Android, iPhone, iPad

Q. What other apps does SPOTIO integrate with?

SPOTIO integrates with the following applications:

Gmail, Google Calendar, JobProgress, Microsoft Dynamics 365 Business Central, Microsoft Outlook, NetSuite, Pipedrive, Salesforce Sales Cloud, Zapier, Zoho CRM

Q. What level of support does SPOTIO offer?

SPOTIO offers the following support options:

Phone Support, Online Support, FAQs, Forum, Knowledge Base, Video Tutorials