SPOTIO Reviews & Product Details

Spotio offers an excellent solution for managing field sales, enabling us to reach new territories and markets more effectively. The mobile app version is particularly impressive, providing our sales team with a convenient and user-friendly tool. Spotio’s robust location tracking features, including GPS, allow us to capture precise locations, which greatly enhances accountability. The software also lets us define routes or sales territories and assign specific sales representatives based on their individual strengths. Offline support is another valuable feature, ensuring that users can continue working even without a connection, with data syncing automatically once reconnected. The Spotio dashboard stands out by delivering detailed analytical reports on field activities and sales results. It is also highly beneficial for prospecting and forecasting, helping us manage leads and convert them into sales. The app supports integration with multiple CRMs, which improves operational efficiency and engagement. Overall, Spotio provides excellent accountability by offering clear insights into the performance of our sales representatives. Review collected by and hosted on G2.com.

Spotio operates offline, but needs some connectivity for data synchronization, and when no internet connection entirely, the app fails to deliver

The territory planning demands some high scalability and optimization, which may be complex and overwhelming Review collected by and hosted on G2.com.

Spotio excels at helping us create custom territories and assign specific tasks to stakeholders within those areas. The software makes it easy to track individual performance based on the territories we define. It is also highly effective in managing daily activities and travel, ensuring there are no gaps between the company and our field experts. Since Spotio operates on mobile apps, our field reps can use it to make calls, schedule meetings, and handle other essential tasks. The app supports offline operation, allowing us to work without an internet connection and then sync or update information once we're back online. Its lead management capabilities are robust, focusing on creating new leads and filtering for specific audiences. We regularly analyze the performance of all our field reps and provide ongoing coaching to build their confidence and skills. Spotio's impressive sales intelligence feature allows us to review sales performance and patterns, making it easier to optimize our strategies and provide clear guidance. Review collected by and hosted on G2.com.

Spotio demands constant Internet connection, and when reps are offline, some operations fails

The concept of territorial planning is complicated and highly overwhelming, calling for extra review Review collected by and hosted on G2.com.

Spotio's ease of use and convenience have made my life so much more organized and productive!

I love being able to add all the details of a sales visit and the notes feature is the key for my success! This allows me to talk text into the notes section and save time while approaching my next merchant.

Time is money in my business, so anything that can save me time is a win!

Adding reminders has enabled me to not lose sight of my appointments and the type of appointment it is.

In addition the satellite maps are an outstanding bonus. I share this with anyone in my company who has not been been apprised of this amazing option.

So far over the 2+ yrs that I have used Spotio I have been extremely satisfied and I would not want to use any other sales tool, because it just works so well! Review collected by and hosted on G2.com.

Sometimes I do have a lag when I updated my leads but I do find that this occurs when I'm in a bad internet area. Once I get in a better area or it gets a slight bit stronger it catches right up.

I would like to see some additional positions to select from when registering a merchant. For example if a business is a corporation versus small business and adding additional positions like CFO and Controller/Comptroller. Review collected by and hosted on G2.com.

It has strong field accountability and visibility which helps us know where our employees are working to avoid doubts which helps us promote great productivity.

It supports offline modes where our team members can view schedules and leads with ease. Review collected by and hosted on G2.com.

I do not have dislikes on this tool at the moment as it meets our needs. Review collected by and hosted on G2.com.

I love that SPOTIO is the best CRM I've ever used due to its ease of use and seamless interface. It allows me to efficiently create routes and record merchant responses on the go without needing a laptop. The mobile compatibility is a godsend for my field travel, enabling me to work and plan next steps from anywhere. The disposition and follow-up features are incredibly useful for managing interactions with merchants effectively. Setting it up was extremely easy as well. Review collected by and hosted on G2.com.

NA Review collected by and hosted on G2.com.

I find the setup process with SPOTIO to be simple and straightforward, which eased the transition for our team. The software's tracking and activity verification features are crucial, ensuring accountability within our team. I'm particularly impressed with the mapping features, which enhance our sales experience significantly. Review collected by and hosted on G2.com.

The price point is a significant concern. It represents a large investment for our team, which can be particularly challenging for smaller companies in our industry. Review collected by and hosted on G2.com.

The best thing I can take away from Spotio is the ease of the platform to access and navigate. Also a great tool to keep you on track and save your self work by using the GPS for visits. Review collected by and hosted on G2.com.

That on a long weekend you may be deactivated, or locked out. Review collected by and hosted on G2.com.

I love how streamlines the format is, how aesthetic the design is, and how easy it is to use. Review collected by and hosted on G2.com.

I really don’t have any complaints. The only thing that I can think of is that sometimes it’s a little slow and glitchy. Review collected by and hosted on G2.com.

I really love SPOTIO. I can keep up with my sale's won and my reports. It’s really easy to find address that I am looking for it also helps me with making routes to go by it’s a really nice. Review collected by and hosted on G2.com.

I really don’t have issue with SPOTIO just when I’m in a bad service area it doesn’t connect Review collected by and hosted on G2.com.

The ease of use is great and I like that you can Mark On the account For follow-up period And the date comes up That you set for follow-up to make calls or visits. can also download documents and pictures. This product is a perfect sales tool to keep track of locations appointments contacts and to send out text messages and emails. Review collected by and hosted on G2.com.

At times the connectivity is very slow. But once you move to another location it does remember items that you put in even though the connectivity is not there. Review collected by and hosted on G2.com.