---
title: "SPOTIO Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about SPOTIO Software - reviews, pricing plans, popular comparisons to other Lead Management products and more."
source_url: "https://www.capterra.com/p/157701/SPOTIO/"
page_type: "product"
language: "en"
---

# 

 SPOTIO Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 3, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

SPOTIO

## What is SPOTIO?

SPOTIO is the field sales execution platform for revenue-driven teams — turning field activity into reliable forecasts, lower cost of sales, and predictable revenue growth. Where field execution is invisible, revenue is unpredictable. SPOTIO gives revenue leaders real-time visibility into rep activity, territory coverage, and pipeline health — from field to forecast. NBA (Next Best Action) delivers a predictive view of pipeline health across every territory while Value Scores and AI-recommended actions ensure reps execute the right action on the right account at the right time. DASH preps reps before visits, logs activity by voice or photo, and drafts follow-ups — with human approval on every change. Core capabilities: territory mapping, route optimization, lead prospecting, Autoplays, activity tracking, and CRM sync with Salesforce and HubSpot. Scales from small business to enterprise across telecom, home services, roofing, medical, insurance, distribution, and more.

## What is SPOTIO used for?

[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Route Planning](https://www.capterra.com/route-planning-software/)

Top alternative

Featured

Overall rating

Based on 78 user reviews

Reviews sentiment

Positive

83%

Neutral

6%

Negative

10%

Starting price

$39

Per User, Per Month

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for SPOTIO?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://spotio.com&name=SPOTIO)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### SPOTIO

4.3 (78)

VS.

[4.5 (4,476)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

$39

Per User, Per Month

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.4 (78)

Ease Of Use

4.4 (4,377)

Value For Money

4.2 (74)

Value For Money

4.3 (3,508)

Customer Service

4.3 (72)

Customer Service

4.4 (3,518)

## SPOTIO alternatives

[4.4 (18,800)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.3 (6,987)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.7 (464)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/157701/SPOTIO/alternatives/)

## FAQs about SPOTIO

Overview

### What problems does SPOTIO solve?

SPOTIO solves disorganized field sales workflows by replacing paper notes, clunky lead tracking, and unclear territory ownership with mobile mapping, real-time lead statuses, visit history, and fast data entry. Door-to-door sales reps, canvassing teams, and field managers use it to deploy territories quickly, verify rep activity, and stay organized on the go.

Answer based on 24 reviews

Overview

### Which roles and teams benefit most from SPOTIO?

SPOTIO is most used by field sales teams, sales managers, and business development representatives who need territory planning, lead tracking, and rep accountability in the field. Owners, executives, and directors benefit from pipeline visibility and performance reporting, while canvassing teams use it to organize door-to-door outreach and follow-up.

Answer based on 77 reviews

Overview

### What company size and specific industries is SPOTIO built for?

SPOTIO is designed for field sales teams ranging from small businesses to enterprise organizations in telecom, home services, home improvement, roofing, medical, insurance, distribution, and similar industries.

Features and Usability

### What are the key features of SPOTIO?

SPOTIO includes core field sales features like lead management, door knocking, geographic maps, GPS-based pin management, and territory management. Reviewers also highlight information tracking, appointment scheduling, calendar sync, and real-time reporting. Differentiating capabilities include route optimization and rep activity tracking for canvassing teams and managers.

Answer based on 25 reviews

Limitations

### Does SPOTIO have bugs or technical issues?

SPOTIO has occasional bugs and reliability issues, but many teams still find it usable for daily field sales work. Common complaints include crashes, slow performance, address mismatches, calendar sync problems, and trouble with closely grouped locations, while some administrators and long-time users describe setup, support access, and everyday use as manageable.

Answer based on 18 reviews

Integrations

### Which third-party tools and platforms does SPOTIO integrate with?

SPOTIO integrates with 10 third-party tools, including Gmail, Google Calendar, Microsoft Outlook, HubSpot CRM, Pipedrive, Salesforce Sales Cloud, NetSuite, SAP ERP, Okta, and Zapier. It also connects with Google Authenticator, Microsoft Entra Permissions Management, Microsoft Entra Verified ID, and OneLogin for identity and access management.

Answer based on 6 reviews

Getting Started and Support

### What training and onboarding options does SPOTIO offer?

SPOTIO provides in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online options support guided instruction, webinars cover scheduled learning sessions, documentation offers written reference material, and videos provide self-paced viewing for feature review.

Answer based on 6 reviews

Getting Started and Support

### What customer support options does SPOTIO offer, and how do users rate the experience?

SPOTIO offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. User experience with support is mixed: many describe fast, helpful assistance and an easy-to-reach team, while others report bot-led interactions, missed appointments, billing-related frustrations, and difficulty getting timely help after signing up.

Answer based on 20 reviews

Features and Usability

### How well does SPOTIO handle pin management?

SPOTIO makes pin management easy for field sales and canvassing teams with map-based tracking, color coding, filters, and quick lead updates. Many users like the visual territory view and GPS pinning, though some mention duplicate pins, slow loading, missing pins, and address accuracy issues in dense or low-signal areas.

Answer based on 20 reviews

## Features

AI summary

Based on 5,335 Lead Management reviews

Capterra data shows that buyers of lead management software rank the following features as their top priorities:

-   **Contact Management** (**44%** of reviewers rated this feature as critical)
-   **CRM** (**47%**)
-   **Lead Capture** (**42%**)

SPOTIO supports all three of the features reviewers consider most important: **Contact Management**, **CRM**, and **Lead Capture**. Together, these capabilities help businesses keep prospect details organized, track customer interactions in one place, and collect new leads efficiently, allowing teams to follow up faster and manage sales activity more effectively.

Contact Management

3.3 (6)

50.00% of 6 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

CRM

1.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Interaction Tracking

3.4 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

Track interaction history by documenting conversations for contacts

Lead Capture

4.0 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Automatically identify and save contact information of potential customers

Lead Management

3.5 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Data Import/Export

3.7 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

SPOTIO 111 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Activity/News Feed: Continuous profile-based stream of news and activity
- AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Scheduling: Schedule appointments via a calendar
- Assignment Management: Assign issues and tasks based on availability or required skills
- Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
- Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance
- Chatbot: AI-based platform which conducts a conversation via auditory or textual methods
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- Content Library: Centralized repository to store content and assets
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Contract/License Management: Track, store, and access client contracts or licenses
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer History: Access previous interactions or concerns to maintain customer relationships
- Customer Segmentation: Process of dividing customers into groups based on common characteristics
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import/Export: Import and export data to and from software applications
- Deal Management: Defines specific deal parameters to negotiate and secure deals
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Signature: Digitally sign online documents
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts
- Email Templates: Pre-made examples and templates for emails
- Email Tracking: Track delivered, received, and opened emails
- Field Sales Management: Manage or track sales completed by field teams/employees
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- File Storage: Store and access documents, forms, and photos in one centralized place
- For Sales Teams/Organizations: Caters to sales teams
- Forecasting: Form predictions based on past and present data/trends
- Full Text Search: Search for specific words or phrases within a document or database
- Geographic Maps: Visualize locations on a map
- Geolocation: Determines the location of a device using GPS or an IP address
- GIS Integration: Integration with geographic information systems
- GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
- Historical Reporting: Information, data and reports that are being tracked over time
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow
- Lead Assignment: Manually or automatically assign leads to sales reps
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Distribution: Route and distribute your leads to third party buyers
- Lead Generation: Manage the process of attracting and converting business prospects into leads
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Nurturing: Engage with a lead throughout the sales process by actively providing information
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules
- Leaderboards: Boards that use custom metrics to show how leading performers compare to other individuals/teams
- List Management: Manage contacts across multiple mailing lists
- Live Chat: Ability to chat online in real time
- Location Tracking: Identify the physical location of an individual, asset, device, etc.
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue
- Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Prioritization: Arrange tasks based on the level of priority or urgency
- Proposal Generation: Create proposals based on costs of labor and materials
- Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams
- Real-Time Data: Receive data and information in real time
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- Referral Tracking: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Route Optimization: Finding the most optimal routes for drivers based on various factors and constraints
- Routing: Plan daily routes to optimize employee scheduling and provide directions
- Sales Activity Management: Define, track, and/or automate sales activities and sales processes
- Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
- Sales Pipeline Management: Pipeline view and tracking lead status
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- SMS Messaging: Send messages via SMS
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
- Task Management: Create, manage and track all task activities and progression
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Territory Management: Organize customer data and accounts by user or geography
- Third-Party Integration: Addition of necessary external data, applications, tools, or features
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Transfers/Routing: Transfer queries and organize messages between agents
- Website Integration: Seamlessly integrates with 3rd party websites
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.4 (78)

4.4

Based on 78 reviews

## Pricing

Value for money

4.2 (74)

[View pricing plan details](https://www.capterra.com/p/157701/SPOTIO/pricing/)

TEAM

$39.00

Per User,Per Month

BUSINESS

$69.00

Per User,Per Month

PRO

$129.00

Per User,Per Month

ENTERPRISE

Custom Quote Available.

Value for money

4.2 (74)

4.2

Based on 74 reviews

## Integrations

[

Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

NetSuite](https://www.capterra.com/p/135757/NetSuite/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.3 (72)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.3 (72)

4.3

Based on 72 reviews

## User reviews

Overall rating

4.3

Based on 78 reviews

Filter by rating

5(52)

4(13)

3(5)

2(1)

1(7)

Mentioned topic

Sorted by most recent

DS

Derric S.

Owner

Construction

### "Look Eleswhere They are Terrible"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

September 5, 2024

The entire experience end to end has been terrible. Not a single positive experience.

Pros

There are zero pros using Spotio. Being a business owner I take reviews incredibly seriously and do everything possible to not leave a negative review. In this case after months of problems with Spotio, It had to be done. BUYER BEWARE. This is the worst software company you could work with for canvassing and even worse client support. Don't just walk away, run!

Cons

Everything. Support was done through an auto bot. No direct dial support. Booked appointments for support and they didn't show up. Worst customer / client experience.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Justin R.

Sales Consultant

Construction

### "Great custom made lead capture and tracking software."

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

June 5, 2023

Spotio has worked well for our company. They have used it for years. It integrates well with our ZOHO CRM.

Pros

Love the mobile app function. Super easy to use and has very accurate map data.

Cons

The app lacks some report functions and has gotten more difficult to input the info. I need over time.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JM

Justino M.

OWNER

Construction

### "Overcharging"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

2.0

2.0

Likelihood to Recommend

0/10

March 21, 2023

Horrible.

Pros

The system you had use to work for us. But not anymore. I would rather comment no more. You have a complaint from us since last year.

Cons

I am absolutely disappointed with your dishonesty.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

ER

Eric R.

Solar CEO

Animation

### "This app is amazing "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

February 16, 2023

Pros

Are you tired of keeping track of your door-to-door sales with a clunky, outdated system? Look no further than Spotio, the CRM that's changing the game!As someone who's been using the app for 6 months now, I can confidently say that Spotio has been a game-changer for my sales career. My name is Eric Rayle, and I've gone from scribbling notes on scraps of paper to having all the tools I need to conquer the neighborhood in one convenient app.Spotio is super user-friendly, so even if technology isn't your forte, you'll be able to navigate it with ease. Plus, the Spotio team is always ready to help you out if you get stuck. They're like the GPS for your sales career!One of the best things about Spotio is the real-time data it provides. You'll know exactly which houses to hit up next, which leads to follow up on, and which neighborhoods to focus on. It's like having a crystal ball, but for sales (and let's be real, salespeople could probably benefit from a crystal ball).And don't worry about those pesky data entry tasks – Spotio has got you covered. Just input your information once, and it'll magically appear everywhere you need it to be. It's like having a personal assistant, but without the attitude.Overall, I'd highly recommend Spotio for any door-to-door salesperson who wants to take their game to the next level. Trust me, it'll make your life a whole lot easier. And if you're anything like me, you'll wonder how you ever survived without it.

Cons

"I just wanted to share my experience using the Spotio app as a long-time user. My name is Eric, and I have been using the app for a while now without any issues. I have to say that I'm thoroughly impressed with how reliable and functional the app is.If I had to mention one thing that I wish had been different, it's that I didn't get the app sooner! However, that's not really a con of the app itself, but rather a testament to how much I enjoy using it now that I have it.

Switched from

[SalesRabbit](https://www.capterra.com/p/157329/Sales-Rabbit/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JP

Jess P.

Member

Cosmetics

### "No Customer Support"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

September 14, 2021

Pros

The software was easy to use. It have one basic page but is not intuitive for some people.

Cons

There is no customer service once you sign a contract.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TV

Tommy V.

President

Construction

### "Ripoff"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

July 1, 2021

Will never use again nor recommend

Pros

Nothing good about this company , do not buy !!!!!

Cons

Locks you into a ongoing yearly contract and charges for users that do not use product , totally a ripoff company ,,,, contractors beware !!!!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AC

Adam C.

Account Manager

Construction

### "Great CRM for lead generation, management, conversion"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

June 17, 2021

My overall experience with Spotio has been excellent value for the money. I can effectively manage all of my leads, prospects and customers as they develop from one stage to the next. Super easy to use when canvassing, and very effective at organizing and tracking the details of all contacts with the prospect until they are converted to an actual customer. Also allows for analytics to track close ratios, etc. Great experience with managing multiple salespeople.

Pros

Easy integration of cell phone for using Spotio in the field and then transition to laptop in the office. Easiest lead capture that I have ever seen - simply stand in front of the address you are at - it uploads and enters into Spotio automatically. Many customizable fields to classify leads, prospects, customers. Easy communication between salespeople and detailed pipeline tracking make it easy for salespeople to use and for Sales Manager to trend, measure effectivity.

Cons

Would love a blanket way to add pictures to a lead's file - currently have to upload one at a time, but I like to take a lot of pics.

Reasons for choosing SPOTIO

I felt that Spotio was a better fit for the canvassing activities that I and other people in the Company would do - the most user friendly and effective package.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KD

Kevin D.

Sales Enablement

Consumer Services

### "Good with Opportunity for Excellent"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

5/10

March 16, 2021

Pros

Spotio's interface allows quick and simple territory creation for the field teams, allowing for quick deployment. The mobile app is intuitive and responsive, so the teams can learn to use in small amount of time. Geo-tracking of leads and their status will display the distance when someone submitted the work, so for door-to-door teams, you can actually see if someone was 1 feet or 1000 feet away.

Cons

Territory management system actually went backwards after the release of 2.0. When creating a territory, it use to populate the number of leads and the name of the individual assigned in a given area, however it the second iteration, they removed that feature, and made it difficult to find out. The reporting function is not accurate and not the greatest tool, so SPOTIO has areas of improvement to become a great software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KN

Kathryn N.

Director Of Operations

Construction

### "Platform is okay, but lacks security permissions customization"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

4/10

March 4, 2021

Pros

Easy interface for end user (browser or phone app)

Cons

We stopped using this software after a few months because we could not customize individual security settings in a way that would keep our lead information secure from entry level reps. We were on an annual plan and could not get out of it. It auto renewed and I missed the window to cancel. They refused to work with us and we had to pay for another year. Be careful about the terms if you go with them.

Alternatives considered

[SalesRabbit](https://www.capterra.com/p/157329/Sales-Rabbit/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

GA

Garth A.

Owner

Construction

### "Spotio Review"

1.0

Overall Rating

1.0

1.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

July 9, 2020

Horrible, should have left sooner. Couldn’t meet with me the day before my quarterly invoice came in and then denied my refund on the billing date for the next quarter. Not the way to treat customers!

Pros

Not much! On boarding was brutal. The admin portal was easy to learn but only 1 person needs to know that.

Cons

Saving data for reference was poor. Sync mode was poor. App was never reliable. Customer support is non existent! They want to do everything over email .

Reasons for choosing SPOTIO

The other company couldn’t capture metrics like Spotio said they could, Although they were always off! Never could trust the numbers

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/157701/SPOTIO/reviews/)

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Popular comparisons

[HubSpot CRM vs SPOTIO](https://www.capterra.com/compare/152373-157701/HubSpot-CRM-vs-SPOTIO)