Alicia E.
AE
Alicia E.
"A Seamless CRM Experience for On-the-Go Users"
5/5
What do you like best about SPOTIO?

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.

What do you dislike about SPOTIO?

NA Review collected by and hosted on G2.com.

Brent G.
BG
Brent G.
"Valuable Mapping & Tracking Features, High Cost for Smaller Teams"
4/5
What do you like best about SPOTIO?

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.

What do you dislike about SPOTIO?

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.

GH
Glenn H.
Account Executive
Mid-Market (51-1000 emp.)
"Simple easy effective!"
5/5
What do you like best about SPOTIO?

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.

What do you dislike about SPOTIO?

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

Juliette S.
JS
Juliette S.
Respite Caregiver
Mid-Market (51-1000 emp.)
"Spotio review"
5/5
What do you like best about SPOTIO?

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.

What do you dislike about SPOTIO?

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.

SR
Shelita R.
Sales representatives
Mid-Market (51-1000 emp.)
"I love Spotio"
5/5
What do you like best about SPOTIO?

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.

What do you dislike about SPOTIO?

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.

FH
Frank H.
Area Sales Manager
Small-Business (50 or fewer emp.)
"SPOTIO REVIEW"
5/5
What do you like best about SPOTIO?

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.

What do you dislike about SPOTIO?

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.

Response from Jackie King of SPOTIO

Thanks for your 5-star review! ⭐ We're so glad to hear that SPOTIO is making follow-ups, document management, and communication easier for you—helping you stay on top of appointments, contacts, and outreach!

We appreciate your feedback on connectivity and are always working to enhance performance. It’s great to know that SPOTIO remembers your entries even when the connection is inconsistent.

It's awesome to hear how SPOTIO is helping you stay organized and never miss a follow-up. Thanks for being a valued part of our community! 🚀

Verified User in Financial Services
IF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Spotio is the best software company for inside sales consultation."
4/5
What do you like best about SPOTIO?

What is most helpful about Spotio is the ability to log in any kind of work you perfom in it. The upside of using Spotino is its ease of use. The best thing about Spotio is that it caters to customer support workers that trying to directly help others in their respected field. Not mentioning ease of implentation would be a disservices to this software engine as a whole. Review collected by and hosted on G2.com.

What do you dislike about SPOTIO?

The least helpful about Spotion is when I'm making an outbound call to another, Spotio is listed as a "Spam Likely" call to others. Many times I'm unable to get a hold of my prospects for this very reason. The downsides of using Spotio is not giving our recpients the trust and quality they'd like to see. What I dislike most about Spotio is whenever I make a new account (dealer), I'm unable to delete it afterwards, thus creating duplicate accounts. Review collected by and hosted on G2.com.

Response from Jackie King of SPOTIO

Thanks for your feedback! We understand how important it is for your calls to reach prospects successfully. To help prevent ""Spam Likely"" flags, we recommend ensuring your Business Profile and Trusted Calling details are fully set up in Settings.

For duplicate accounts, it sounds like your admin may have restrictions in place on deleting records. They can adjust these settings or enable duplicate prevention under Settings > Sales Process.

If you need any help, our team is happy to assist! Feel free to reach out. 🚀"

MO
Mauricio O.
Inside Sales Rep
Mid-Market (51-1000 emp.)
"Best Software In the Finance Industry, By Far!"
5/5
What do you like best about SPOTIO?

Spotio is one of the best software for sales reps that I have ever used, I have been in financial industry for over 15 years and I would recommend this product to anyone that wants to maximize their results. Also Easy to use, platform is user friendly, self explanatory, and fast, I've never had any problems with it. Review collected by and hosted on G2.com.

What do you dislike about SPOTIO?

I would like for the Spotio to allow us users to add and remove tabs, for example, I would like to be able to remove inactive accounts from my queue Review collected by and hosted on G2.com.

Response from Jackie King of SPOTIO

Thanks for your fantastic review! ⭐ It’s great to hear that SPOTIO has been such a valuable tool for you in the finance industry, helping you stay organized and maximize results. A user-friendly, fast, and intuitive platform is exactly what we strive for, so we’re thrilled to know it’s making a difference in your sales process!

We appreciate your feedback on managing tabs and inactive accounts. We’re always looking for ways to improve. 🚀

We’re glad SPOTIO is helping you stay efficient in a fast-paced environment—thanks for being part of our community!

Daniel B.
DB
Daniel B.
Field Marketer
Small-Business (50 or fewer emp.)
"Overall well made and consistent"
5/5
What do you like best about SPOTIO?

It's a useful tool that covers the majority of my work needs. Review collected by and hosted on G2.com.

What do you dislike about SPOTIO?

It is missing a few quality of life features like a compass, the ability to pin leads/opportunities, and it would be nice to be able to mark when you revisit somebody without making an extra pin and crowding things. Review collected by and hosted on G2.com.

Response from Jackie King of SPOTIO

Hi Daniel, thanks so much for the 5-star review! We're thrilled that SPOTIO is useful in covering the majority of your work needs.

SPOTIO does have a compass—it appears when you twist or turn the map on mobile. For revisits, you don’t need to create a new pin each time—you can update the existing one with a new visit activity instead. If you’d like guidance on this, your admin or our support team would be happy to help!

We appreciate your feedback and are always looking for ways to improve. 🚀

Nishan H.
NH
Nishan H.
Project manager
Mid-Market (51-1000 emp.)
"Great product"
5/5
What do you like best about SPOTIO?

I do door to door roof inspections, and this has been a top notch product

It makes it really easy to keep track of my interactions Review collected by and hosted on G2.com.

What do you dislike about SPOTIO?

Sometimes hard to use offline, but it is still usable, just room for improvement there Review collected by and hosted on G2.com.

Response from Jackie King of SPOTIO

Thanks for your 5-star review! ⭐ We're thrilled to hear that SPOTIO has been a top-notch tool for tracking your door-to-door roof inspections and follow-ups. Keeping interactions organized is key, and we’re glad SPOTIO is making that easier for you!

We appreciate your feedback on offline functionality and understand the importance of seamless access. Improving performance is always a priority, and we’re always working to enhance the experience.

Thanks again for sharing your experience—we’re glad to have you in the SPOTIO community! 🚀