Spotio Reviews & Pricing

Key Features

• Activity Management: Streamline everyday activities and make the most of resources. Organize and schedule sales activities to plan every day for leads and customers using autoplays. 
  • Day Planner: Schedule all the sales motions for every lead. Sales reps can call, email and text prospects for timely follow-ups using an embedded calendar. 
• Geotracking: Enhance accountability and track sales reps’ real-time locations in the field on a map as needed. View each rep’s travel paths and know when to retrain them. Mark pins that are dropped more than 300 feet from a visit and check how far reps are from a visit when they drop pins. 
• Multichannel Communication: Capture each call, visit, text and email automatically, without putting extra loads on sales reps. Keep prospects engaged by following up on their preferred channels, track inbound, outbound and missed calls, and connect with CRM tools without disrupting workflows. Leverage tap-to-text and call along with calendar and email integrations. 
• Activity Reporting: Get access to complete and accurate sales activities in real time. Run performance reports by rep, territory or team. Identify bottlenecks and coaching opportunities, track how much activity it takes to get a sale and enrich the CRM database. 
  • Email Notifications: Keep managers and sales reps informed with daily or weekly updates to track team performance and activity. Send concise report summaries directly to their inboxes to save time. 
• Integrations: Some native integrations include Gmail, Salesforce, Microsoft Outlook and Google Calendar, whereas it has notable API integrations with Microsoft Dynamics, Oracle Netsuite, Pipedrive and SAP. Leverage partnerships with Zoho CRM and Hubspot CRM via Zapier. 
• Territory Management: Assign territories by geographic boundaries or map-drawing and allocate resources to cover each territory. Prevent unwanted overlap and maintain clarity about who owns which territories. 
  • Hierarchies: Control access to lead data with permissions and hierarchies. Make sure reps focus on their own leads; prevent confusion and arguments and offer more visibility. Apply nest territories and parent and child territory logic to keep things organized. 
  • Performance: Analyze the performance and activities of each territory to make strategic decisions about which territories deserve the most time, gain deeper insights by capturing more data and find opportunities for improvement. Visualize CRM information on a map for easy comprehension of field data at a glance. 
• Auto-Visits: Reduce admin tasks through automatic visit logs, enabling reps to focus on sales instead of data entry. Capture check-ins and check-outs with geofencing, improve visibility and accountability, and track how the total time spent on the website converts to sales. 
• Sales Prospecting: Manage appointments smoothly through the sales process and seamlessly switch accounts between reps. 
• Text Templates: Maximize the effectiveness of texts and emails. Use templates that drive high response rates and accelerate the process. Send texts and emails on the go. 
• Lead Generation: Increase conversion rates by focusing on the best prospects. Choose a territory to generate lead lists using filters and remove unqualified prospects. Sort by various data points for commercial leads — such as business type and age, revenue, number of locations — and residential leads — purchase date, credit capacity, age, ownership vs. rentals, and eco-friendly consumers. 
• Sales Routing: Find the most efficient route to any meeting and reduce windshield time for field reps using a sales route planner. It helps map and plan each day in the field effectively and route all the day’s meetings with a single tap. Use map pins for multiple stops. Plan sales routes using different criteria like distance, meeting length, schedule and all-day appointments. 
  • Filter pipelines from map data, ensuring organized pipeline management.
  • Update CRM in real time as sales reps add notes, set meetings, create routes and update customer information.
  • Managers and sales reps can review past routes and check daily, weekly, monthly or custom ranges.
  • A native Google Places integration helps locate nearby businesses, get their basic contact info and identify potential prospects.
• Mileage Tracking: Track mileage for multiple stops automatically and maintain accurate mileage logs. Eliminate time-consuming paperwork by easily exporting mileage data reports for quick reimbursement and setting up integrations with expense tools. 
• Visit Audit Log: Track the number of customer visits for each day and the amount of time spent at every appointment. Reps can move from one prospect to the other quickly, improve data accuracy and gain insights from each visit. 
• Leaderboards: Set performance goals and create incentive-based contests to encourage reps. Identify the best performers and determine who needs training. Improve the success rate across sales teams and focus on a particular KPI or activity that needs attention. 
• List Imports: Enable reps to stay organized and focused while approaching leads, opportunities and customers. Easily import existing customers and prospects through CSV files, view all accounts on the mobile and desktop apps, and use colorized pins to distinguish different types of accounts. 
• Customer Mapping: Colorize locations based on prospect stage, result of last visit and data fields from the CRM so that sales reps can understand maps quickly. 

Limitations

•  More fields are required for web links. 
•  The app asks for review with each customer login. 
•  Drawing areas can be challenging. 
•  Slow to load at times. 
•  Can drain battery fast. 

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