SPOTIO

SPOTIO is a field sales execution platform designed for outside sales teams that need to plan territories, coordinate visits, and keep CRM records current. It addresses the visibility gap between what a CRM records and the work reps perform in the field, covering visit preparation, activity logging, follow-ups, and pipeline updates from a mobile-first app.

Core modules include Territory Management, Lead Management, Route Optimization, Activity Tracking, Pipeline Management, Task Automation, Sales Prospecting, Performance Analytics, Sales Coaching, and Leaderboards, with integrations for CRMs, calendars, and other sales tools. Two AI features are central: DASH, an AI co-pilot that handles visit prep, voice and photo-based data capture, and follow-up drafting with rep confirmation before saving, and NBA (Next Best Action), which uses machine learning models trained on account data to assign predictive Value Scores and recommended next actions on every record.

SPOTIO supports both B2B and B2C field sales teams, from complex enterprise accounts to high-volume residential sales. Access is arranged through a demo request, and pricing details are available separately.