About 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.

Devices

Business size

S M L

Images

SPOTIO calendar
SPOTIO territories
SPOTIO company broadcast
SPOTIO lead machine
View 5 more
SPOTIO video
SPOTIO screenshot: SPOTIO calendar SPOTIO screenshot: SPOTIO territories SPOTIO screenshot: SPOTIO company broadcast SPOTIO screenshot: SPOTIO lead machine

Features

Total features of SPOTIO: 54

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Calendar Management
  • Calendar Sync
  • Collaboration Tools
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Customizable Fields
  • Customizable Reports
  • Data Capture and Transfer
  • Data Import/Export
  • Data Mapping
  • Distribution Management
  • Document Automation
  • Document Management
  • Electronic Signature
  • Email Templates
  • Field Sales Management
  • For Sales Teams/Organizations
  • Forecasting
  • Geolocation
  • Goal Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Segmentation
  • Mobile Access
  • Mobile Signature Capture
  • Multi-Channel Communication
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Proposal Management
  • Prospecting Tools
  • Real Time Data
  • Real-time Updates
  • Reporting & Statistics
  • Route Optimization
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Task Management
  • Task Scheduling
  • Territory Management
  • Third Party Integrations
  • Training Management

Alternatives

Zoho CRM

4,2
#1 Alternative to SPOTIO
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

Salesforce Sales Cloud

4,4
#2 Alternative to SPOTIO
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Pipedrive

4,5
#3 Alternative to SPOTIO
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

Odoo

4,2
#4 Alternative to SPOTIO
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

Reviews

Overall rating

4,5 /5
(71)
Value for Money
4,4/5
Features
4,5/5
Ease of Use
4,6/5
Customer Support
4,4/5

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Showing 5 reviews of 71
David N.
Overall rating
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Spotio Hit's the Mark!

Reviewed on 2017/12/26

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

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.

William K.
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

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

Reviewed on 2018/01/02

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.

Kevin D.
Overall rating
  • Industry: Consumer Services
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 5.0 /10

Good with Opportunity for Excellent

Reviewed on 2021/03/16

Pros

Spotio's interface allows quick and simple territory creation for the field teams, allowing for quick deployment.

The mobile app is intuitive and responsive, so the teams can learn to use in small amount of time.

Geo-tracking of leads and their status will display the distance when someone submitted the work, so for door-to-door teams, you can actually see if someone was 1 feet or 1000 feet away.

Cons

Territory management system actually went backwards after the release of 2.0. When creating a territory, it use to populate the number of leads and the name of the individual assigned in a given area, however it the second iteration, they removed that feature, and made it difficult to find out.

The reporting function is not accurate and not the greatest tool, so SPOTIO has areas of improvement to become a great software.

David L.
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

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

Reviewed on 2020/02/21

I tried my best to keep up with Spotio, I used them for over a year. When I first rolled it out to...

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.

Brandon V.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 10 000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

This company is #Spot on for the salesman!!

Reviewed on 2019/09/10

Complete satisfaction with a dose of excellent customer service!!

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!

Showing 5 reviews of 71 Read all reviews

SPOTIO FAQs

Below are some frequently asked questions for SPOTIO.

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.

We do not have any information about SPOTIO features

SPOTIO has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages SPOTIO supports

SPOTIO supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

SPOTIO integrates with the following applications:

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

SPOTIO offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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