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SPOTIO

The AI-Powered Field Sales Execution Platform·spotio.com

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SPOTIO is an AI-powered field sales execution platform for revenue-driven teams. It centralizes territory management, route optimization, activity tracking, pipeline management, and CRM sync. Its AI co-pilot DASH helps reps prep for visits, capture data by voice, and draft follow-ups, while its Next Best Action (NBA) engine recommends the highest-impact next action on every record. The platform is used by both B2B and B2C field sales organizations to track rep activity, manage leads, and turn field data into sales forecasts.

What it's for

Territory management and boundary creationRoute optimization to reduce drive timeSales activity tracking with location verificationLead management and mobile lead capturePipeline management and deal trackingCRM sync and integrationAI-powered next-best-action recommendationsVisit prep, voice data capture, and follow-up drafting via DASH AIPerformance analytics and reportingSales rep onboardingSales coaching and gamification/leaderboardsOffline field data capture

Features 20

  • AI-recommended next actions (visit, call, text, or email)
  • Business card scanning
  • Calendar integration (Google/Outlook)
  • CRM integrations
  • DASH AI co-pilot (visit prep, voice capture, follow-up drafting)
  • E-Contracts
  • Email/text drafting
  • Lead management and mobile lead capture
  • Next Best Action AI recommendations
  • Offline access (Download My Day)
  • Performance analytics and dashboards
  • Pipeline management
  • Predictive Value Scores
  • Route optimization
  • Sales activity tracking with location verification
  • Sales coaching tools
  • Task automation
  • Team leaderboards and gamification
  • Territory management and hierarchies
  • Voice data capture

At a glance

TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
Forfield sales teams, B2B sales teams, B2C sales teams, enterprise organizations, regional sales operations, sales leaders, sales reps, RevOps/Sales Ops
CompanySPOTIO · 2014

Integrations

Google PlacesGoogle CalendarOutlookClaudeChatGPT

Complianceself-reported

SOC 2 Type IIGDPR

Pricing

SPOTIO uses custom, quote-based pricing based on team size, workflows, and use case; no prices are published on the site. Pricing is per user. A minimum team size of 5 field sales professionals is recommended, and a Dedicated Customer Success Manager is included for 25 licenses or more. A referral program offers $100 for each qualified company referred.

B2B PlanQuote

For B2B field sales teams; pricing quoted per user, not publicly listed.

Designed for teams of 5 or more field sales professionals; Dedicated Customer Success Manager included for 25 licenses or more

B2C PlanQuote

For high-volume B2C field sales teams (solar, home improvement, roofing, direct-to-home); pricing quoted per user, not publicly listed.

Designed for teams of 5 or more field sales professionals; Dedicated Customer Success Manager included for 25 licenses or more

CustomQuote

For organizations with unique workflows, reporting needs, or multi-market operations; fully custom, quote-based pricing.

Tailored to team structure, tech stack, and performance goals; multi-market/international operations

Last checked 20 days ago·