TRANSFORMING FIELD SALES TO ACHIEVE MORE

About SPOTIO

SPOTIO powers the world’s most productive field sales teams. As the G2 Leader in Field Sales Software, we’ve earned the #1 ranking for ease of use and implementation—because your reps need tools that accelerate results, not complicate workflows.

From high-velocity B2C teams to enterprise B2B sales organizations, thousands of field reps use SPOTIO to eliminate guesswork, boost activity visibility, and close more deals. Drive systematic revenue generation with the platform that delivers proven results.

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Our Mission

Empowering field sales teams to deliver consistent, high-impact results through a connected, data-driven platform built for execution, visibility, and growth.

How SPOTIO Began

Founded in 2014, SPOTIO was born out of a visibility crisis experienced firsthand by CEO Trey Gibson while leading his own field sales team. Reps were working territories without optimization, managers had little insight into what was happening in the field, and activity was effectively invisible. From that pain point, SPOTIO emerged as the solution—bringing real-time tracking and territory intelligence to field sales teams. Today, that same focus on solving problems continues to drive our mission and growth.

SPOTIO vs. Badger Maps, Map My Customers, Leadbeam, Salesforce Maps, and SalesRabbit feature comparison
Feature Category
Platform Purpose	Complete field sales execution platform for B2B and B2C teams with customer, territory, and pipeline management	Route optimization and mapping tool for outside sales reps	Mapping and activity tracking tool for B2B field teams	AI-assisted field sales app for B2B teams, focused on voice-to-CRM capture and pre-visit preparation	Mapping and territory management tightly integrated with Salesforce CRM	Canvassing platform focused on door-to-door, gamification, and lead tracking
Ideal Team Size & Use Case	Growing B2B and B2C sales teams with 5–500+ field reps that want one system to manage territories, activities, and pipeline	Smaller B2B field teams that mainly need better routes and maps	B2B teams wanting simple mapping layered on top of existing CRM workflows	B2B field teams that want AI to handle visit prep and post‑visit data entry (no team-size guidance published)	Salesforce-centric organizations needing maps and territories inside Salesforce	Smaller D2D and residential teams focused on canvassing and basic follow-up
Route Planning & Optimization	Optimizes routes up to 150 stops with schedule integration and handoff to Google Maps / Waze	Advanced algorithm-based routing with real-time traffic optimization	Basic route planning with location-based optimization	Compass plans multi‑stop routes that adapt to business hours, calendars, and traffic via Google Maps, Waze, or Apple Maps	Route planning from Salesforce records with moderate optimization	Basic route planning with turn‑by‑turn directions and lead prioritization
Territory Management	Enterprise territory management with layers, KML support, performance analytics, and assignment tools	Basic territory assignment and management	Color‑coded territories and basic assignment	Atlas shifts territory focus by win rates and pipeline velocity; limited enterprise-grade controls documented	Advanced rules-based territory design and management inside Salesforce	Custom territory mapping with assignment and basic optimization
Lead Management & Prospecting	Robust lead management plus Lead Machine with filters, demographics, and revenue estimates for prospecting	Visualizes existing leads/accounts on a map; limited prospecting tools	Lead and account mapping with basic views and filters	Atlas database of 30M+ mapped and scored B2B businesses; B2C/residential prospecting not documented	Uses Salesforce lead and opportunity data; no standalone prospecting engine	Lead tracking for canvassing; limited B2B-style prospecting features
Activity Logging & Field Tracking	One‑tap, GPS‑verified logging with automated CRM sync and comprehensive visit history	Check‑ins with notes and photos; largely manual data entry	Map-based check‑ins and activity logging with quick actions	Pulse captures visits by voice note or photo and parses them into CRM fields; no GPS‑verified logging	Manual activity logging tied to Salesforce records	Basic activity logging with limited location verification
Mobile App & Offline Use	Mobile‑first iOS/Android apps with Download My Day offline mode for full-day use	Mobile apps with reports of performance issues; limited offline caching	Mobile apps focused on mapping and check‑ins; limited offline depth	Mobile app with offline capture; scope and duration not publicly documented	Mobile access available but primarily desktop/browser‑oriented	Mobile app for canvassing with basic offline support
Pipeline & Deal Management	Full pipeline management with custom stages, Kanban views, and drag‑and‑drop updates	No native pipeline management; relies on external CRM	Basic pipeline tracking with CRM sync	No standalone pipeline module; handled through the connected CRM (Salesforce, HubSpot, or Leadbeam CRM)	Pipeline managed within Salesforce CRM, not Maps itself	Simple pipeline and lead stages for canvassing workflows
Communication Tools	Built‑in calling, texting, and email with templates and sequences	Relies on external phone/email tools; no full multi‑channel suite	Basic email; no integrated calling or texting	No built‑in calling, texting, or email documented; relies on the connected CRM/external tools	Uses Salesforce communication tools; no dedicated Maps comms layer	In‑app notes and basic contact attempts; limited multi‑channel support
Follow-up & Task Automation	AutoPlays and guided sequences for structured multi‑touch follow‑up and reminders	No automated follow‑up sequences; manual task handling	Limited automation (e.g., route creation and alerts)	AI drafts follow‑up emails and creates tasks after visits; no multi‑channel sequencing documented	Tasks and reminders handled through Salesforce workflows	Basic reminders and follow‑ups without sequencing
Reporting & Coaching Analytics	My Reports with 200+ filters, real‑time dashboards, and coaching insights	Basic weekly reports and limited analytics	Scorecards and simple team leaderboards	Manager dashboards available; detailed coaching analytics not documented	Einstein‑powered dashboards and analytics in Salesforce	Gamification dashboards and leaderboards for canvassing
AI Capabilities	SPOTIO AI assistant for on‑demand sales guidance and workflow support	No AI assistant or sales intelligence	No AI features	Beamly briefs reps before visits from CRM and web data; Pulse turns voice notes and photos into CRM records	Salesforce AI (Einstein) for scoring, forecasting, and generative insights	DataGrid AI for homeowner scoring and propensity models
CRM & Integrations	Native integrations with Salesforce, Acculynx, and others plus API and iPaaS options	Integrations available; some require extra cost and minimum licenses	Integrates with common CRMs; focused on mapping over deep CRM logic	Integrates with Salesforce and HubSpot; offers a proprietary Leadbeam CRM for teams without one	Requires Salesforce; Maps is an add‑on inside the Salesforce stack	CRM and tool integrations primarily around canvassing workflows
Enterprise Readiness	SOC 2 Type II, SSO, role‑based permissions, 99.9% uptime, GDPR compliant, built for multi‑region teams	Limits on records and features unless larger plans and license minimums	Best suited to small and mid‑size B2B field teams	Security certifications, SSO, and uptime commitments not publicly documented	Enterprise‑grade when paired with Salesforce admin resources	Scales for canvassing; focus on gamification and integrations

✓ Ratings and features based on public documentation, G2 reviews, and SPOTIO accuracy standards

A Note From Our CEO

At SPOTIO, we remain dedicated to supporting field sales professionals by providing the tools and insights to help them thrive. Through data, automation, and actionable insights, we can help field sales teams transform challenges into growth opportunities.

Trey Gibson
Founder and CEO, SPOTIO

Recognized Excellence

From workplace culture to product excellence, SPOTIO has recognition
where it counts. These awards reflect our commitment to building a company
that empowers both our team and our customers.

Field Sales Leader On G2 since 2018

6X Dallas Business Journal Best Place to Work
2X Named to Inc. 5000 List of Fastest Growing Private Companies

How We Deliver Results

Excellence isn’t accidental—it’s built on principles. These five values guide every feature we build, every customer interaction, and every decision we make.