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SPOTIO
What SPOTIO is
SPOTIO is an AI-powered platform for managing field sales execution, with tools for outside sales teams working across territories. It helps teams plan territories and optimize routes of up to 150 stops, then records field activity through visit logs verified by location. Its DASH assistant can help prepare for visits, capture activity by voice or chat, and draft follow-up messages; representatives confirm actions before they are saved.
The platform is available on Android, iOS, and the web. It syncs two ways with Salesforce, connects with HubSpot and Microsoft Dynamics, and can link to more than 5,000 apps through Zapier. An Open API and webhooks are also available. SPOTIO says it is SOC 2 Type II certified, encrypts data in transit with TLS 1.2+ and at rest, and runs on Microsoft Azure multi-region infrastructure with a 99.9% uptime target.
The B2B plan targets business field sales teams, while B2C is aimed at high-volume consumer sales, including solar, home improvement, roofing, and direct-to-home services. Plans use user-based pricing by quote, and plan cards set a 25-license minimum. There is no free plan or free trial; SPOTIO offers demos and may arrange pilot programs for qualified prospects.
Who it suits
SPOTIO suits outside sales organizations that need territory planning, route optimization, and location-verified activity records. Its B2B and B2C plans address business sales teams and high-volume consumer field sales teams, respectively.
What it does well
- Optimizes routes with up to 150 stops.
- Logs visits with location verification.
- DASH supports visit prep, activity logging, and follow-up drafting.
- Two-way Salesforce sync plus HubSpot and Microsoft Dynamics connectors.
- Zapier links to more than 5,000 apps.
- Listed plans include dedicated implementation and customer success managers.
What to know first
- No free plan or free trial.
- Plan cards require at least 25 licenses.
- Pricing is available only by personalized quote.
Limits
There is no free plan or trial. Plan cards list a minimum of 25 licenses; prices are provided by personalized quote.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| B2B Plan | User-based pricing; contact SPOTIO for a personalized quote. · 25 licenses or more · For B2B field sales teams | On request |
| Custom | User-based pricing; contact SPOTIO for a personalized quote. · 25 licenses or more · Tailored workflows, reporting, or multi-market operations | On request |
| B2C Plan | User-based pricing; contact SPOTIO for a personalized quote. · 25 licenses or more · For B2C field sales teams | On request |
As spotio.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://spotio.com/.
- Request a demo or contact SPOTIO for user-based pricing.
- Discuss a pilot program if you qualify.
- Choose the B2B, B2C, or Custom plan for your team.
- Use the Android, iOS, or web platform.
Verdict
Choose SPOTIO if your field sales team needs territory and route tools, verified activity logging, and CRM connections. Consider another option if you need a free plan or trial, or if your team cannot meet the plan-card minimum of 25 licenses.
Questions
How much does SPOTIO cost?
Pricing is user-based and available by personalized quote from SPOTIO.
Is there a free plan or free trial?
No. SPOTIO offers demos and may arrange pilot programs for qualified prospects.
Which platforms does SPOTIO support?
SPOTIO is available on Android, iOS, and the web.
What CRM integrations are available?
SPOTIO offers native two-way Salesforce sync and connectors for HubSpot and Microsoft Dynamics. It also connects with more than 5,000 apps through Zapier and provides an Open API with webhooks.
What is the minimum team size?
SPOTIO says it is designed for teams of five or more field sales professionals, while plan cards list a 25-license minimum.
Who is SPOTIO for?
The B2B plan targets business field sales teams. The B2C plan targets high-volume consumer teams, including solar, home improvement, roofing, and direct-to-home services.
Facts from SPOTIO's own pages
- Activity tracking
- SPOTIO captures field activities with location-verified visit logging. · spotio.com, 7 Oct 2026
- AI assistant
- DASH supports visit preparation, voice and chat activity logging, and follow-up drafting, with reps confirming actions before they save. · spotio.com, 7 Oct 2026
- Company
- SPOTIO says it was founded in 2014 by Trey Gibson, who is identified as its founder and CEO. · spotio.com, 7 Oct 2026
- Founded
- 2014 · spotio.com, 28 Sept 2026
- Headquarters
- SPOTIO, Inc.'s terms list its registered office at 5057 Keller Springs, Suite 325, Dallas, Texas 75001. · spotio.com, 7 Oct 2026
- Hosting and uptime
- SPOTIO says its service runs on Microsoft Azure multi-region infrastructure and targets 99.9% uptime. · spotio.com, 7 Oct 2026
- Integrations
- SPOTIO offers a native two-way Salesforce sync, connectors for HubSpot and Microsoft Dynamics, Zapier connections to 5,000+ apps, and an Open API with webhooks. · spotio.com, 7 Oct 2026
- Minimum team size
- The pricing FAQ says SPOTIO is designed for teams of 5 or more field sales professionals, while plan cards list a 25-license minimum. · spotio.com, 7 Oct 2026
- Offline access
- The B2C plan includes Download My Day offline access. · spotio.com, 7 Oct 2026
- Product
- SPOTIO is an AI-powered field sales execution platform for outside sales teams. · spotio.com, 7 Oct 2026
- Security
- SPOTIO says it is SOC 2 Type II certified and encrypts data in transit with TLS 1.2+ and at rest. · spotio.com, 7 Oct 2026
- Support
- Every listed plan includes SPOTIO University, a knowledge base portal, a dedicated implementation manager, and a dedicated customer success manager. · spotio.com, 7 Oct 2026
- Territory and routes
- The platform supports territory management and route optimization for routes of up to 150 stops. · spotio.com, 7 Oct 2026
- Trial
- SPOTIO says it does not offer a free trial, but offers demos and may arrange pilot programs for qualified prospects. · spotio.com, 7 Oct 2026
- Who it is for
- The B2B plan targets business field sales teams, while the B2C plan targets high-volume consumer field sales teams such as solar, home improvement, roofing, and direct-to-home services. · spotio.com, 7 Oct 2026
Where SPOTIO stands on Freedom251
- Sales Tracking Software#21 of 26
- Sales Mapping Software#28 of 33
- Sales Engagement Software#63 of 70
- Sales Performance Management Software#22 of 24
- Field Sales Software#30 of 30