About SPOTIO

Spotio is a cloud-based sales tracking solution designed to assist businesses with lead capturing, resource tracking and sales pipeline management and more. The solution is suitable for businesses that require door-to-door canvassing or need a mobile-based solution to manage field sales teams. Spotio allows field reps to collect data on their mobile phones. Every new lead is automatically time stamped to prevent double entry, and all changes are synced and shared in real time with the backend database along with the live location of the field reps. It also offers an appointment calendar to schedule and track meetings with key prospects. Additionally, it offers sales dashboards, territory distribution and assignment, leaderboards and integration capabilities wi...

SPOTIO Pricing

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.

Starting price: 

$39.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Close

Image 1 of 6

Appointment Calendar and Scheduling

Headshot of Software Advice Advisor

Find the right CRM Software for you.

What key features are most important to you in CRM Software?

SPOTIO User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 74 reviews

User Profile

David

Verified reviewer

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

December 2017

Spotio Hit's the Mark!

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.

Adam

Company size: 11-50 employees

Industry: Construction

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Functionality

out of 5

June 2021

Great CRM for lead generation, management, conversion

My overall experience with Spotio has been excellent value for the money. I can effectively manage all of my leads, prospects and customers as they develop from one stage to the next. Super easy to use when canvassing, and very effective at organizing and tracking the details of all contacts with the prospect until they are converted to an actual customer. Also allows for analytics to track close ratios, etc. Great experience with managing multiple salespeople.

Pros

Easy integration of cell phone for using Spotio in the field and then transition to laptop in the office. Easiest lead capture that I have ever seen - simply stand in front of the address you are at - it uploads and enters into Spotio automatically. Many customizable fields to classify leads, prospects, customers. Easy communication between salespeople and detailed pipeline tracking make it easy for salespeople to use and for Sales Manager to trend, measure effectivity.

Cons

Would love a blanket way to add pictures to a lead's file - currently have to upload one at a time, but I like to take a lot of pics.

Reasons for choosing SPOTIO

I felt that Spotio was a better fit for the canvassing activities that I and other people in the Company would do - the most user friendly and effective package.

DAVID

Company size: 11-50 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
3

Value for money

out of 5
3

Customer support

out of 5
4

Functionality

out of 5

February 2020

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

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.

Alternatives Considered

SalesRabbit

William

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

January 2018

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

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.

Caden

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

September 2017

I have absolutely loved using Spotio as a solar company. I would highly recommend it to everyone.

Pros

My favorite thing about Spotio, the big reason actually why we switched to it, is because it's integrated tracking system. With this system, we're able to actually track each rep that's on the door and make sure that when they drop a pin, that they're doing it from where they say they're doing it from. This means that if we have a rep who is supposedly knocking doors, but is actually in his car dropping pins, we can see that. Additionally, it makes canvassing simple. I love the both the mobile app and web app.

Cons

The thing I dislike most right now is that fact that when we zoom out to see all of the areas in a particular city, the areas disappear. In order to see the outlined areas, you have to zoom in more. The only downside to this is that when you zoom in, you aren't able to see every area on your screen at once. This isn't a big deal, and I've been explained that it was made that way to speed up the system, but for our purposes as a national solar company, it can be annoying when we want to look at a whole city on the Spotio map

Popular SPOTIO Comparisons