SPOTIO
Best Deal
Try Team Plan for $39/month with territory management, activity tracking & appointment setting
SPOTIO Review 2026 - Features, Pricing & Deals
SPOTIO is a cloud-based sales engagement and field sales management platform for door-to-door and field sales operations. The software caters primarily to industries such as solar, telecom, home improvement, storm restoration, and pest control, where direct customer interaction is essential.
At its core, the platform offers tools for territory management, lead tracking, and route optimization. Sales teams can map out their territories, track their activities through GPS logging, and find the most efficient routes to reach their prospects. The mobile app lets sales reps access information and update their status while in the field, with automatic time-stamping and real-time sync for all lead data.
For sales managers, SPOTIO provides real-time visibility into team performance through customizable dashboards and detailed analytics. The platform integrates with popular CRM systems like Salesforce and HubSpot to keep data synchronized across different tools. SPOTIO has added AI-powered features that provide insights, messaging templates, and coaching recommendations.
The software comes in four main pricing tiers, starting from $39 per user per month for the Team plan, with options scaling up to an Enterprise level for larger organizations. While it doesn't offer a free trial, each plan includes features like appointment setting, activity tracking, and team collaboration tools.
Who is SPOTIO for?
SPOTIO is built for field sales teams and managers who need better door-to-door sales efficiency and territory management. The platform saves time through route optimization while giving managers visibility into performance and territory coverage.
- Field Sales Representatives who visit prospects in person and need to log activities, update leads, and navigate routes from their phones without returning to the office.
- Sales Managers who need real-time dashboards showing which reps are hitting doors, where gaps in territory coverage exist, and which neighborhoods are converting.
- Small Business Owners in service industries who handle their own sales calls and need an organized system to track prospects and plan efficient routes.
- Growing Sales Organizations that want to standardize their field operations with processes and integrations that connect to their existing CRM.
- Territory Planners who need visual mapping tools to create balanced sales territories and identify high-potential neighborhoods based on demographic data.
- Outside Sales Teams doing door-to-door canvassing who need to reach prospects through calls, emails, and texts without switching between multiple apps.
This tool is commonly used by professionals in solar sales, telecom, home improvement, pest control, and storm restoration industries where face-to-face selling remains the primary sales approach.
Online Reviews (Last 6 Months Summarised)
Public feedback about SPOTIO is fairly limited across major review platforms. While the tool appears to be deployed by field sales teams in industries like solar and home services, there isn't much user discussion available on standard software review sites. Some users who've mentioned the platform note that it's intuitive and quick to deploy, with good territory visualization features.
Critiques mention lack of wholesale order capture, missing live pricing and inventory data, and unreliable offline functionality. Teams report they still need to enter data into separate systems after using SPOTIO. The limited public conversation doesn't necessarily mean the tool has problems, but prospective buyers might want to request references or a demo to see how it fits their specific workflows.
Features
- Territory Management: Color-coded maps let sales managers define and visualize sales territories, track account performance, and allocate resources by neighborhood or region.
- Lead Management: Import contacts in bulk, filter out unqualified leads, and identify high-conversion potential neighborhoods with automatic time-stamping and real-time sync across devices.
- Activity Tracking: Monitor sales team performance in real-time with GPS-enabled door knock logging and activity tracking across visits, calls, and emails.
- Route Optimization: Generate the most efficient travel routes to reduce drive time and increase the number of doors knocked per day.
- AI-Powered Insights: Get coaching recommendations, messaging templates, and selling strategies generated by AI based on your team's sales patterns.
- Multi-Channel Communications: Reach prospects through calls, emails, and texts directly from the platform to maintain touchpoints throughout the sales process.
- CRM Integration: Sync data with CRM systems like Salesforce and HubSpot to maintain updated customer information across platforms.
- Analytics and Reporting: Generate customizable reports with real-time data on sales performance, territory coverage, and team activities for decision making.
Pricing
- Team Plan offers entry-level features at $39 per user per month, ideal for growing sales teams with standard requirements.
- Business Plan provides more capabilities at $69 per user per month, including records and leads up to 10,000 per user, best suited for B2B sales teams and large door-to-door organizations.
- Pro Plan delivers advanced functionality at $129 per user per month, designed for large sales enterprises with complex needs.
- Enterprise Plan includes custom pricing with tailored solutions, requiring direct contact with SPOTIO for specific requirements.
- B2B and B2C plans are available for specialized field sales workflows, with pricing not listed publicly.
- All plans are typically billed annually, with no free version or trial available.
- Additional costs may apply for implementation, dedicated phone numbers, embedded calling, and automated follow-up sequences.
Frequently Asked Questions
SPOTIO offers four main pricing plans. The Team Plan ($39/user/month) covers basic needs for growing sales teams. The Business Plan ($69/user/month) adds more features for B2B or larger door-to-door teams, including records and leads up to 10,000 per user. The Pro Plan ($129/user/month) includes advanced features for enterprises with complex needs. There's also an Enterprise Plan with custom pricing. SPOTIO also offers specialized B2B and B2C plans with pricing available on request. All plans are typically billed yearly, and SPOTIO doesn't offer a free plan or trial. You might face extra costs for add-ons like dedicated phone numbers or automated follow-ups.
Can SPOTIO integrate with my CRM system?Yes. SPOTIO connects with popular CRM systems including Salesforce, HubSpot, and Microsoft Dynamics. These integrations keep your data in sync between platforms. Your field sales data flows into your main CRM, giving you a complete view of your sales pipeline without double-entry. The integration saves time and keeps your team coordinated with up-to-date information. Some users have noted limited integrations with accounting and ERP platforms.
Is SPOTIO good for my industry?SPOTIO works best for businesses that rely on door-to-door sales or field sales teams. It's particularly well-suited for industries like solar, telecom, home improvement, storm restoration, security and alarm systems, and pest control. If your sales team needs to canvas neighborhoods, track territory, and manage in-person leads, SPOTIO could be a good fit. Companies that don't have field sales representatives might find other CRM options more suitable for their needs.
How does the mobile app work in the field?SPOTIO's mobile app lets your field reps access information while on the go. They can log door knocks with GPS tracking and automatic time-stamping, update lead statuses with real-time sync, and see their optimized routes for the day. The app has offline functionality, though some users report it can be unreliable in certain environments. Sales reps can view territory maps, schedule appointments, communicate via calls, emails, and texts, and track their progress toward goals—all from their phones. This keeps everyone connected and productive while in the field.
What are the AI features in SPOTIO?SPOTIO has added AI-powered capabilities to analyze sales data and suggest improvements. The AI provides insights based on your sales data, generates messaging templates for outreach, and offers coaching recommendations for managers. These features help reps figure out what strategies work best and give them ready-to-use content for reaching out to prospects. Managers can use the AI insights to identify coaching opportunities and improve team performance. The AI analyzes patterns in your sales activities to suggest next steps.
