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The AI-Powered Field Sales Execution Platform

Your CRM tracks what happened. SPOTIO drives what happens next. DASH, your AI co-pilot, preps every visit, captures data by voice, and handles follow-ups — while NBA delivers AI-powered next-best-action recommendations on every record so reps know exactly what to do and leadership sees pipeline health from the field to the forecast.

Trusted by Top-Performing Sales Teams Worldwide

Verified Results
That Speak for Themselves

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  • 46%
    Average Increase in Sales Productivity
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  • 23%
    Average Increase in Sales Revenue
  • 16%
    Average Reduction in Team Turnover
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AI Designed to Drive Field Sales Revenue

Most AI tools were built for reps at a desk. SPOTIO’s AI is built for the doorstep, the driver’s seat, and the parking lot between stops.

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DASH AI Co-Pilot

Prep for every visit, capture data by voice and photo, and draft follow-ups — all without leaving SPOTIO. Every action is confirmed by the rep before it saves.

  • Visit prep
  • Voice data capture
  • Business card scanning
  • Email/text drafting
  • In-app guidance

 

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NBA: Next Best Action

Every record gets AI-powered next-best-action recommendations. Leadership sees pipeline health across every territory. Revenue becomes a system.

  • Recommended next actions
  • Predictive record scoring
  • Machine learning to improve recommendations
  • Platform-wide integration
  • Intraday + nightly refresh
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The Complete Field Sales Execution Platform

Territory management, route optimization, activity tracking, pipeline management, and CRM sync — everything your team needs in one platform.

Sales Territory Management

  • Build territories that balance opportunity and workload.
  • Create boundaries by zip code, county, or custom maps that ensure every rep has equal potential for success.
  • Eliminate territory disputes with clear assignments and hierarchical permissions that keep teams focused on their designated areas.
  • Track performance by territory to identify what’s working and replicate success across markets.
Territory Management for Field Sales
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Flexible for B2B and B2C Sales Teams

Complex enterprise deals or high-volume residential sales—your team operates differently than everyone else. SPOTIO adapts to your sales reality, whether you’re building long-term partnerships or closing same-day decisions.

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B2B SALES

For Strategic Account Growth

Medical Devices & Pharma · Distribution · Business Services · Commercial Construction

Explore B2B Solutions
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B2C SALES

For Residential Sales Success

Telecommunications · Roofing & Storm Restoration · Home Services · Home Improvement

Explore B2C Solutions

Success Stories from the Field

SPOTIO is intuitive, efficient, packed with features that boost productivity and close deals faster. Great CRM integration, smart automation, and excellent support. A must-have for sales teams!

Read the 5-Star Google Review
Alexis R.
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If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.

Read Full Testimonial
Mike Shirley
Chief Sales Officer, HomePro

HomePro is a premier provider of home technology that partners with residential builders to create custom solutions for home buyers during the sales process. HomePro has been very successful with steady year-over-year growth. On average, the company installs top-of-the-line smart home technology and security systems in over 30,000 homes per year.

The Problem:

Due to increased partner and consumer demand, HomePro was growing rapidly. This growth was good for revenue, but made it difficult for the sales team to keep up with the huge influx of demand using their existing process and CRM. This situation led to a variety of challenges that needed to be solved:

  • Lack of visibility for leadership to see field activity
  • Upset customers from missed appointments or follow-ups
  • Difficult to keep reps accountable for assigned leads
  • CRM data became inaccurate because of a lack of timely updates
  • Existing process was manual, time consuming, and created confusion for sales
  • Difficult to identify issues and opportunities in the process or team members

The Solution:

ACTIVITY TRACKING & AUTOMATION

The SPOTIO mobile app made it easy and fast for reps to organize their appointments, provide status updates and meeting notes, and automate tasks and communications to their prospective customers.

MULTI-CHANNEL COMMUNICATIONS

By adopting SPOTIO’s multi-channel communications (MCC), HomePro reps could call, email, and even text directly from the app, while providing a detailed conversation history on every lead for future review.

DIRECT CRM INTEGRATION

Connecting SPOTIO directly with their existing CRM made it drastically easier and faster to update records for reps, which ensured system data was entered more timely and accurately than ever before.

PIPELINE VISIBILITY

More accurate and timely reporting meant that sales leaders could finally see how the process and team members were performing, easily identify issues or opportunities for improvement, and provide better individual coaching.

Mike Shirley
Chief Sales Officer, HomePro

Excellent CRM! SPOTIO has advanced features not found on other platforms to narrow down sales efforts and clarify your pipeline.

Read the 5-Star G2 Review
Lawrence C.
Sales and Marketing Specialist

Partnering with SPOTIO has been a game-changer. All of our top producers use it. Everybody adopted it because it’s a bedrock of success.

Avery Lawson
Executive VP, Wholesale Payments

Being able to closely manage and monitor our leads is extremely important and valuable to us… SPOTIO has been the best decision the company has ever made.

Tanner Bradshaw
Director of Operations, Chipr

I have been using SPOTIO for over four years, and it has been a game-changer for our roofing company. This has dramatically improved our productivity, accountability, and sales efficiency in the field.

View Full Testimonial
Thomas S.
Roofing Sales

I have been using SPOTIO for over four years, and it has been a game-changer for our roofing company. SPOTIO is a mobile-first field sales app that helps our outside sales teams manage territories, generate leads, optimize routes, track activities, and sync with our CRM—all in real time. It automates so many manual tasks like logging visits, capturing customer data, and managing follow-ups, while giving our managers live dashboards, leaderboards, and performance analytics. This has dramatically improved our productivity, accountability, and sales efficiency in the field.

Beyond the technology, the team behind SPOTIO has been incredible. Our Customer Success Manager, Leilani, has been outstanding — she’s created training videos for our franchisees and brought the full value of SPOTIO into our organization. Catherine and Emily have also been fantastic partners, always willing to collaborate and help us develop the tools we need to keep growing. The relationship we’ve built with SPOTIO has absolutely contributed to our continued success. Highly recommend!

Read the 5-Star Google Review

Thomas S.
Roofing Sales

What I like about SPOTIO: the numbers. The reporting functions are fantastic for lead tracking and monitoring canvasser performance.

Verified 5-Star G2 Review
Steve K.
Roofing Contractor Owner

What SPOTIO has done is allowed us to see where those successes were and multiply on them. SPOTIO is awesome. It’s easy to use. And I guarantee you that it is worth the money.

Shane Lynch
President, Storm Guard

If you’re scaling a field sales team, you need visibility. A platform like SPOTIO isn’t about ‘big brother’ monitoring – it’s about helping reps close more deals and make more money. SPOTIO is an investment, not an expense.

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Ryan Dendievel
SVP of Sales and Marketing, Wire 3

SPOTIO has revolutionized our sales team’s workflow. The ability to strategically plan and execute our daily tasks has significantly improved our efficiency and productivity.

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Ron Dvir
VP of Business Development, Hadco Metal Trading

Want to skyrocket sales productivity, improve customer experience, and make smarter choices? SPOTIO’s the answer. Trust me, it’s a game-changer!

View Full Testimonial
Zane S.
Sales Development Rep

Forget clunky sales tools, SPOTIO’s my secret weapon! It keeps me organized, tracks leads like a pro (even offline!), and helps me personalize each interaction with customer data in one click. But the real magic happens for managers. They get real-time insights into my activity, optimized territories for maximum efficiency, and automated reports that fuel data-driven decisions. Communication’s a breeze, keeping everyone on the same page. Want to skyrocket sales productivity, improve customer experience, and make smarter choices? SPOTIO’s the answer. Trust me, it’s a game-changer!

Read the Verified 5-Star Review on G2

Zane S.
Sales Development Rep
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See How Top B2B Sales Teams Are Winning in 2026

B2B field sales is growing, but most teams are building on fragile foundations. Only 19% achieve sustainable success, pairing strong quota attainment with healthy rep retention.​

This report reveals where B2B field teams are falling behind and how the top 29% are fixing execution.
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The State of B2B Field Sales 2026

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Field Sales Intelligence Hub

Case studies, guides, and tactical insights specifically for field sales teams. Learn from leaders who’ve transformed their territories, optimized their processes, and delivered measurable results.

Frequently Asked Questions

Find answers to common questions about SPOTIO and how it can benefit your organization.

SPOTIO is the AI-powered field sales execution platform for revenue-driven teams. Core capabilities include territory management, route optimization, activity tracking, pipeline management, and CRM sync. DASH, SPOTIO’s AI co-pilot, helps reps prep for visits, capture data by voice, and draft follow-ups. NBA (Next Best Action) delivers AI-powered next-best-action recommendations on every record. Together, they turn field activity into reliable forecasts, lower cost of sales, and predictable revenue growth.

SPOTIO is the field sales execution platform for revenue-driven teams. From regional operations scaling into new territories to enterprise organizations managing hundreds of reps nationwide, SPOTIO gives leadership the visibility and control to turn field activity into reliable forecasts, lower cost of sales, and predictable revenue growth. If your revenue depends on what happens in the field, SPOTIO was built for you.

No. SPOTIO is a mission-critical field sales execution platform built for the full spectrum of field sales: from high-volume D2C operations to complex B2B territory management. Revenue-driven organizations across telecom, home services, home improvement, roofing, medical, insurance, distribution, and more run SPOTIO to manage pipeline, optimize territories, integrate CRM, and give leadership the visibility to forecast with confidence. Canvassing is one capability. Predictable revenue growth is the goal.

Most CRMs were built for inside sales — they have no concept of a territory, a route, or a rep in the field. SPOTIO fills that gap as a mission-critical field sales execution platform: territory management, route optimization, activity tracking, pipeline visibility, and AI-powered rep coaching in one system that integrates with your CRM rather than replacing it. For revenue-driven organizations, the difference is measurable — managers gain real-time field visibility, reps spend more time selling, and leadership gets forecasts they can actually rely on.

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