SPOTIO
SPOTIO is an AI-powered field sales execution platform for outside sales teams, available on Android, iOS, and the web.
What SPOTIO is
SPOTIO is an AI-powered field sales execution platform for outside sales teams, available on Android, iOS, and the web. It manages territories and optimizes routes of up to 150 stops, while location-verified visit logging captures field activity. The DASH assistant helps prepare visits, record activity by voice or chat, and draft follow-ups; representatives confirm actions before saving them. SPOTIO offers native two-way Salesforce synchronization, connectors for HubSpot and Microsoft Dynamics, Zapier links to 5,000+ apps, and an Open API with webhooks. The company says its service runs on Microsoft Azure multi-region infrastructure, targets 99.9% uptime, and uses TLS 1.2+ in transit with encryption at rest. It also states SOC 2 Type II certification. B2B, B2C, and Custom plans use user-based pricing by quote, with plan cards listing a 25-license minimum. There is no free plan or trial.
Good
- Route optimization for up to 150 stops
- Location-verified visit logging
- AI visit and follow-up assistance
- Salesforce two-way sync
- Android, iOS, and web availability
Watch out
- Pricing requires a quote
- No free plan or trial
- Plan cards require 25 licenses
- Designed for teams of five or more
Who it suits
It is aimed at business field sales teams and high-volume consumer field sales teams such as solar, home improvement, roofing, and direct-to-home services.
Verdict
SPOTIO combines routing, field-activity capture, AI assistance, and CRM connectivity for sizable outside-sales operations. The license minimum and quote-based pricing make it a structured team purchase rather than a self-serve option.
Plans and prices
From SPOTIO's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| B2B Plan | Priced on request | 25 licenses or more · For B2B field sales teams · User-based pricing; contact SPOTIO for a personalized quote. |
| B2C Plan | Priced on request | 25 licenses or more · For B2C field sales teams · User-based pricing; contact SPOTIO for a personalized quote. |
| Custom | Priced on request | 25 licenses or more · Tailored workflows, reporting, or multi-market operations · User-based pricing; contact SPOTIO for a personalized quote. |
The facts
Each one read from SPOTIO's own pages, with the date it was checked.
What it does
- Activity tracking
- SPOTIO captures field activities with location-verified visit logging.checked 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.checked 7 Oct 2026
- Hosting and uptime
- SPOTIO says its service runs on Microsoft Azure multi-region infrastructure and targets 99.9% uptime.checked 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.checked 7 Oct 2026
- Offline access
- The B2C plan includes Download My Day offline access.checked 7 Oct 2026
- Product
- SPOTIO is an AI-powered field sales execution platform for outside sales teams.checked 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.checked 7 Oct 2026
- Support
- Every listed plan includes SPOTIO University, a knowledge base portal, a dedicated implementation manager, and a dedicated customer success manager.checked 7 Oct 2026
- Territory and routes
- The platform supports territory management and route optimization for routes of up to 150 stops.checked 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.checked 7 Oct 2026
The company
- Company
- SPOTIO says it was founded in 2014 by Trey Gibson, who is identified as its founder and CEO.checked 7 Oct 2026
- Founded
- 2014checked 28 Sep 2026
- Headquarters
- SPOTIO, Inc.'s terms list its registered office at 5057 Keller Springs, Suite 325, Dallas, Texas 75001.checked 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.checked 7 Oct 2026
Money
- Trial
- SPOTIO says it does not offer a free trial, but offers demos and may arrange pilot programs for qualified prospects.checked 7 Oct 2026
