Spotio Software

4.62 / 5 (65)

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 with third-party apps like Salesforce MailChimp, Google Calendar and more.

Spotio is available on a per user per month subscription basis. Support is offered via phone, email, online forum and live chat.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

65 Reviews of Spotio

Average User Ratings

Overall

4.62 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(48)

4 stars

(12)

3 stars

(3)

2 stars

(1)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 65 reviews

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January 2018

William from Florida Water Service, Inc.

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

September 2017

Caden from Brio Energy

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

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

April 2019

Ashley from Roofsimple, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

April 2019

Great for Tracking

Overall it's been beneficial in tracking all the customer's homes we've been to, spoken to, etc. and allows us to add notes with those addresses. It's nice because we won't accidentally end up going to the same houses we've already been to and disturbing customers we've already spoken with.

Pros

We're able to easily track which customer's homes we've knocked doors at. GPS allows you to add a pin very easily and track the address.

Cons

You are unable to unselect the default fields. We've also struggled to get the spotio calendar to sync with Google Calendar. I've talked to support and they basically told me it should be working and left it at that. It's still not integrated.

September 2017

Patrick from Keller Williams

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2017

The only door knocking app that I could find that was reasonably priced and had the features I need.

It just works! It's the ideal solution to help you capture the relevant information you need when speaking to someone about buying or selling their house.

Pros

- Fast (important when walking between homes)
- It's very accurate
- It's cost-effective
- Lots of features
- Works with Zapier to integrate with my CRM
- I like that I can customize the status of the contact
It's the ideal solution for door knocking Realtors. I have referred several colleagues and they have all been pleased with the solution.

Cons

When I door knock stacked/townhouses adding the leads close to each other can be a little challenging. I had some challenges in brand new subdivisions. Some of the houses were not showing as built on their system so that might be the issue, these were brand new homes.

April 2019

Brandon from UniFirst

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2019

If you don't have Spotio, you must not desire to go anywhere, up!!

I've used Spotio for over 6 years. Was originally introduced to it in the dry cleaning industry back in 2013ish. This was a resource that increased sales over 650% in 2 years! Trust me when I say this... "Spotio only can work if you not only use it but understand the concept of it." Kudos to Trey Spotio and the team!!!!

Pros

Spotio is the best tool when it comes to door to door sales tracking. From follow ups to closes. Use this tool daily.

Cons

The only thing I didn't like about the product was that it wasn't around in 2011 when I began my d2d career. 😜

December 2017

David from Skyline Wealth Management

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

September 2017

Bailey from CAM Solar

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2017

This CRM is an Absolute Must for F2F!

Data analytics, organization, lead/sales performance tracking, territory management.

Pros

Accurate locations, updated freq. Easy user interface. Territory management. Import/export data. Support staff. Price!

Cons

Sometimes, there are bugs, which makes it really a pain when you have 26 users, and everyone has to wait a day for the support staff to resolve. Also, the app isn't as friendly for iOS, which I prefer the ipad on app. Otherwise, no complaints.

September 2017

JC from Windermere

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2017

Spotio app is amazing. Its by far my most favorite and most used app for my real estate business.

Pros

* Easily track leads and follow up
* Exports Spotio leads to a spreadsheet to add to your CRM
* Tap a pin easily track contact info
* Import an existing database to Spotio for information about your prospects. Just tap the pin and everything you need to know pops up when you are in the field
* Amazing customer service

September 2017

Joe from EVSOlV INC

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2017

Spotio helps me plan and track activity, making my job easier.

Pros

I love the really flexibility of the map. It's great to know where I am and whats around me.
it is very very easy to use you can filter by the status variables that you yourself crate and customize

Cons

Pins don't always load as fast as I would like them too, I mean aren't we always in a rush when theres money to be made? but they always load. Some of the fonts are a little small for me and I wish I had more or any control of those. But overall It's GREAT

October 2017

Kendra from Aqua Life of Houston

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2017

I've been using Spotio now for several months and love it!

Pros

I love the fact that everything is right there at my fingertips. No more clipboard and papers everywhere, flipping around. All I need is my phone and I can log so much information and multiple neighborhoods..more than I can count! The color coding is fantastic and let's not forget about the appointments. It automatically sends the appointments to my calendar. Unbelievable! We use this at my job and we all love it! Way better than sales rabbit!

Cons

Catches up sometimes because of double pins and closes on me sometimes. It's horrible when I go into an area and someone has double pinned a house and now you have to figure out which one to delete or is accurate. I don't even know how they do it or why but it's annoying when they do that. I think that happens when we are in a neighborhood that has hard reception and so it takes a while to load. On our end it's about training and as far as closing on me, not sure why that would happen but if that could be fixed awesome!

September 2017

Jennifer from Alba Energy

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

September 2017

Great for tracking your potential sales in your targeted areas

Organization and efficiency

Pros

It helps me keep organized. I have a tendency to write my notes on paper in an old fashioned way, but I'm now using this to be more efficient since I can filter out things and work specifically on what I need to do. It's great! Easy to use and navigate!

Cons

Sometimes when I'm out on the field and don't have signal for data. It gets a bit faulty in entering personal data. I wish there could be an offline mode or something to go about that.

September 2017

Mike from Hometown

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality