Close is a sales CRM with built-in calling, SMS, email, and an AI sales agent that auto-logs every interaction.
from $19/mo per user
About SPOTIO
What is SPOTIO?
SPOTIO is an AI-powered field sales execution platform designed to help outside sales teams work smarter, not harder. Unlike CRMs that simply track past activities, SPOTIO drives what happens next—using AI to prepare reps for visits, capture data by voice or photo, and recommend next-best actions on every record. It combines territory management, route optimization, lead management, activity tracking, and CRM sync into one platform.
What problem does it solve?
Field sales reps often waste time on windshield time, lost leads, and manual data entry. SPOTIO solves these problems by planning efficient routes, organizing leads by neighborhood or response level, and automating follow-ups with AI. Managers gain real-time visibility into pipeline health and team performance, reducing guesswork and improving productivity.
Who is it for?
SPOTIO is built for B2C field sales teams in solar, home improvement, roofing, and direct-to-home services, as well as B2B teams in telecom, industrial, financial services, and enterprise sales. It is ideal for organizations that rely on face-to-face selling and need to maximize daily visits. It is not suited for fully remote or inside sales teams that do not require field activity tracking.
Real use cases
Solar companies use SPOTIO to plan routes that minimize drive time and maximize door-knocks. B2B sales reps use it to prepare for every visit with AI-generated context and capture notes by voice without leaving their vehicle. Managers use the Next Best Action (NBA) recommendations to guide reps toward high-value opportunities and forecast accurately.
Key features
- DASH AI Co-Pilot — Preps every visit, captures data by voice and photo, and drafts follow-ups automatically, saving reps time.
- Next Best Action (NBA) — Get AI-powered recommendations on every record, helping reps know exactly what to do next and improving pipeline health.
- Territory Management — Build territories by zip, county, or custom maps to balance workload and eliminate disputes.
- Route Optimization — Plan efficient paths to cut drive time, save fuel, and maximize face-to-face selling time.
- Lead Management — Filter and tag leads by neighborhood, response level, and deal stage, with mobile forms to capture info on the go.
- Activity Tracking & Analytics — Track every field activity and view performance via customizable reports and leaderboards.
- CRM Sync — Automatically sync data to your CRM, keeping your records up to date and eliminating manual entry.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
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Why are you looking at Field & Service Operations tools today?
SPOTIO Pricing
SPOTIO pricing: User-based pricing (custom quote).
For comparison: the median starting price in CRM is $39.93/month, measured across 114 tools we track. See the full SaaS Pricing Index →
B2B Plan
For business-to-business field sales teams. Includes DASH AI co-pilot, territory creation & management, route planning & optimization, activity tracking, pre-built & custom reports, calendar integration, territory hierarchies, and performance analytics. Pricing is user-based. Includes dedicated implementation manager and customer success manager (for 25+ licenses).
B2C Plan
For high-volume B2C sales (solar, home improvement, roofing). Includes DASH AI co-pilot, territory creation & management, find my team, download my day, offline access, activity tracking, pre-built & custom reports, and leaderboards. Pricing is user-based. Includes dedicated implementation manager and customer success manager (for 25+ licenses).
Custom
For organizations with unique workflows or reporting needs. Custom setup includes flexible features and pricing. Request a demo to discuss your requirements.
All plans include access to SPOTIO University and Knowledge Base. Pricing is user-based; a free trial or demo is available upon request.
Frequently asked questions
How much does SPOTIO cost?
SPOTIO pricing is user-based, with specific plans for B2B and B2C teams. Exact pricing is not publicly listed, but you can request a demo or download a PDF with pricing details. Typically, costs scale with team size and features.
Is SPOTIO free?
No, SPOTIO is a paid platform. However, you can request a demo to see how it works. A free trial is not explicitly mentioned on the website, but potential customers can contact SPOTIO for a personalized walkthrough.
Who is SPOTIO best for?
SPOTIO is best for field sales teams that rely on face-to-face interactions, such as solar companies, home improvement, roofing, and B2B industries like telecom and financial services. It is ideal for teams needing territory management, route optimization, and AI-driven next-best-action recommendations.
What are the top alternatives to SPOTIO?
Alternatives include Badger Maps, Map My Customers, and Field Routes. These tools also focus on territory management and route optimization for field sales teams. However, SPOTIO stands out with its AI co-pilot and NBA recommendations.
What is the main limitation of SPOTIO?
SPOTIO is specifically designed for field sales, so it may be overkill for inside sales teams or businesses without a field component. Additionally, pricing is not transparently listed on the site, requiring users to request a quote.
