SPOTIO

CRM

Still using at 12 months: Not enough data yet. Join the panel
Starting price: Not published. Fill this in
Owned by: Trey Gibson

SPOTIO is the field sales execution platform for revenue-driven teams , turning field activity into reliable forecasts, lower cost of sales, and predictable revenue.

Have you used SPOTIO?

Add it to your stack and it counts toward the retention number on this page. Keep adding as you read. The account comes at the end, when you save. Your name is never attached to a published figure.

Switching history

Fewer than five panel members have reported what they used before SPOTIO or what they moved to after. Nothing publishes below five. Put your stack on the record and the count moves.

Facts

Category: CRM
Owner: Trey Gibson
Funding stage: Series A
HQ: Addison, Texas, United States

Not yet researched: trades, parent company, founded, starting price, price verified. Work here? Fill this in

How we verify this ↗

Best fit

Not yet researched.

Poor fit

Not yet researched.

Architecture class

SPOTIO uses machine learning trained on your data to surface the right action, for the right record, at the right time. The AI assistant delivers instant playbooks, pricing, and guidance.

Build signals

Engineering team: Not stated
Months in market: Not stated
Public security page: No
SOC 2: None stated
Public API: None
Published docs: No
Data export: None
Status page: No
Support: No phone
Funding stage: Series A
Named leadership: Yes

Checkable facts only, each dated. DIALED does not rate these. Read them and decide.

Published plans

Vendor list price. What you pay depends on your contract.

Plan	Price	What the vendor says it includes
B2B Plan	Not published	Territory Creation & Management; Google Places B2B Integration; Route Planning & Optimization; Activity Tracking & Custom Activities; Pre-Built & Custom Reports; Location Verification; Team Leaderboards; Calendar Integration (Google/Outlook); Territory Hierarchies & Permissions; Performance Analytics; Colorization and Filtering; SPOTIO University; Knowledge Base Portal; Dedicated Implementation Manager; Dedicated Customer Success Manager
B2C Plan	Not published	Territory Creation & Management; Find My Team Location Tracking; Download My Day Offline Access; Activity Tracking & Custom Activities; Pre-Built and Custom Reports; Location Verification; Team Leaderboards; Calendar Integration (Google/Outlook); Territory Hierarchies and Permissions; Performance Analytics; Colorization and Filtering; SPOTIO University; Knowledge Base Portal; Dedicated Implementation Manager; Dedicated Customer Success Manager
Custom Plan	Not published	All essentials from B2B or B2C plan; Customized Mapping and Routing; Extended Activity Tracking; Tailored Integrations; Gamification; SPOTIO University; Knowledge Base Portal; Dedicated Implementation Manager; Dedicated Customer Success Manager

Pricing page ↗ · 2026-08-04

Product scope

Modules the vendor lists

Territory Creation & Management
Google Places B2B Integration
Route Planning & Optimization
Activity Tracking & Custom Activities
Pre-Built & Custom Reports
Location Verification
Team Leaderboards
Calendar Integration (Google/Outlook)
Territory Hierarchies & Permissions
Performance Analytics
Colorization and Filtering
Find My Team Location Tracking
Download My Day Offline Access
Customized Mapping and Routing
Extended Activity Tracking
Tailored Integrations
Gamification

Product page ↗ · 2026-08-04

Legal entity

SPOTIO, Inc.

Source ↗ · 2026-08-04

What SPOTIO claims

Vendor marketing copy, quoted and dated. Not tested by DIALED.

“AI-powered next-best-action recommendations”
Source ↗ · 2026-08-04
“Train reps faster with SPOTIO’s AI assistant, delivering instant playbooks, pricing, and guidance so every rep sells like the best.”
Source ↗ · 2026-08-04

Integrations

Full matrix

AccuLynxAdvertised by vendorTwo-way · leads, photos, job milestones
google-calendar-gmailAdvertised by vendorTwo-way · appointments, client emails
HailtraceAdvertised by vendorTwo-way · unknown · included
JobNimbusAdvertised by vendorTwo-way · field leads, status updates
MarketsharpAdvertised by vendorTwo-way
microsoft-dynamics-365Advertised by vendorTwo-way · field activity, sales stack, finance stack
oracle-netsuiteAdvertised by vendorTwo-way · field activity, financial data
pipedriveAdvertised by vendorTwo-way · deal creation, field activity
sapAdvertised by vendorTwo-way · field activity, enterprise data
zapierMiddlewareTwo-way · Slack, Asana, Pipedrive, thousands of other apps