SPOTIO Features
Incentives (3)
Triggers
As reported in 74 SPOTIO reviews.
Automatically recognizes achievements that should be added to the leaderboard.
Commission Calculator
Based on 67 SPOTIO reviews.
Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Based on 90 SPOTIO reviews and verified by the G2 Product R&D team.
Highlights top-performing employees to publicly reward their achievements.
Personalization (4)
Profiles
Based on 87 SPOTIO reviews.
Creates user profiles similar to social media pages that display private or public statuses and updates.
Custom Reports
Based on 91 SPOTIO reviews and verified by the G2 Product R&D team.
Generates reports with customizable fields to further understand employee performance.
Dashboards
Based on 96 SPOTIO reviews and verified by the G2 Product R&D team.
Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting
Based on 79 SPOTIO reviews.
Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Based on 86 SPOTIO reviews and verified by the G2 Product R&D team.
Integrates with CRM and financial systems to help determine goals
Employee Structure
Based on 84 SPOTIO reviews and verified by the G2 Product R&D team.
Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
Based on 88 SPOTIO reviews and verified by the G2 Product R&D team.
Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Integrated Workflows (7)
Task Management
This feature was mentioned in 92 SPOTIO reviews.
Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
As reported in 83 SPOTIO reviews.
Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
This feature was mentioned in 78 SPOTIO reviews.
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
76 reviewers of SPOTIO have provided feedback on this feature.
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
79 reviewers of SPOTIO have provided feedback on this feature.
Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
This feature was mentioned in 88 SPOTIO reviews.
Integrates with calendar software so users can seamlessly schedule calls.
Shared Records
This feature was mentioned in 82 SPOTIO reviews.
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
Repeatability and Reportability (5)
Content Management
As reported in 81 SPOTIO reviews.
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
86 reviewers of SPOTIO have provided feedback on this feature.
Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Based on 82 SPOTIO reviews.
Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
As reported in 78 SPOTIO reviews.
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification
As reported in 67 SPOTIO reviews.
Provides gamifaction features to rank sales reps on performance
AI and Automation (5)
Lead Prioritization
Based on 86 SPOTIO reviews.
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
Lead Scoring
As reported in 80 SPOTIO reviews.
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Best Time of Day Scheduling
As reported in 78 SPOTIO reviews.
Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Buyer Intelligence
Based on 72 SPOTIO reviews.
Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
Machine Learning
35 reviewers of SPOTIO have provided feedback on this feature.
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Territory Mapping (3)
Custom Territory Mapping
This feature was mentioned in 184 SPOTIO reviews.
Allows users to control of the sizes, shapes, and quantites of sales team areas
Strategic Selling
Based on 169 SPOTIO reviews.
Allows users to map your customers to strategically incorporate them into your canvassing and field sales
Automatic Rep Assignment
150 reviewers of SPOTIO have provided feedback on this feature.
Automatically assigns reps to new sales opportunities that are within their current territories
Route Planning (3)
Lead Priority
170 reviewers of SPOTIO have provided feedback on this feature.
Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts
Optimized Sales Routes
166 reviewers of SPOTIO have provided feedback on this feature.
Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.
Map Directions
Based on 184 SPOTIO reviews.
Provides users with live directions en route to the final destination
Sales Performance Management (3)
Gamification
As reported in 153 SPOTIO reviews.
Provides users with engaging sales competitions
Performance Dashboards
As reported in 176 SPOTIO reviews.
Provides field sales statistics for all sales reps
Sales Rep Tracker
180 reviewers of SPOTIO have provided feedback on this feature.
Provides data on the data on the performance and whereabouts of reps in the field
Presentation and Forms (3)
Video and Interactive Media
Based on 72 SPOTIO reviews.
Provides video capabilties that field reps can use during field sales calls
Digital Contracts
145 reviewers of SPOTIO have provided feedback on this feature.
Allows field reps to create digital contracts within the software
E-signature
140 reviewers of SPOTIO have provided feedback on this feature.
Allows users to collect e-signatures within the software
Generative AI (1)
AI Text Generation
Based on 39 SPOTIO reviews.
Allows users to generate text based on a text prompt.
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives





