What SPOTIO does

SPOTIO is a cloud-based, mobile-first field sales execution platform headquartered in Addison, Texas (Dallas metro), founded in 2014 by Trey Gibson. The platform provides territory management, route optimization, GPS-verified activity tracking, lead and pipeline management, multi-channel communications (call, email, text), and task automation (AutoPlays) for outside sales teams, with the SPOTIO mobile app serving as the primary rep interface and a web console for managers. Its proprietary DASH AI co-pilot, launched April 2026, adds voice-driven CRM updates, visit preparation, and automated follow-up drafting purpose-built for in-field use, and a native SalesScreen integration launched January 2026 adds gamification and leaderboards. Bidirectional integrations with Salesforce, HubSpot, and Google Maps position SPOTIO as a workflow and data-capture layer adjacent to the customer's CRM.

SPOTIO sells primarily to mid-market and enterprise field sales organizations with a 25-seat minimum commitment on a per-seat, annual subscription model, priced via quote rather than published tiers. Its go-to-market is sales-led through an enterprise field motion and inbound 'Request a Demo' flow on its website, supplemented by content marketing, a proprietary podcast ('From the Field'), webinars, gated ebooks, case studies, vertical industry conferences (IRE, Win the Storm, ISC West), and SPOTIO University training resources. The company serves both B2B verticals (commercial construction, distribution, medical devices/pharma, business services, financial services) and B2C/door-to-door verticals (roofing, storm restoration, solar, home improvement, home services, telecom/fiber), with a stated focus on Growth Investors/PE-backed field operators as a buyer segment.

SPOTIO remains a privately held, founder-led company (Trey Gibson, CEO) with 51-100 employees. The company raised a $4.5 million Series A in January 2020 led by Ballast Point Ventures with Creative Co Capital, following earlier debt and equity rounds from Lighter Capital and Castle Digital Partners; no subsequent institutional round has been disclosed. Named customers span HomePro, Lobel Financial, Storm Guard, Hadco Metal Trading, Wire 3, Chipr, Mighty Dog Roofing, Tarrant Roofing, CurePay, Wholesale Payments, BrightSpeed, and CMNH, and the company reports average customer outcomes of 46% productivity lift, 23% revenue lift, and 16% turnover reduction.

Name

SPOTIO

Legal name

SPOTIO, Inc.

Website

https://spotio.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

51–100 employees

Short description

SPOTIO is a cloud-based, mobile-first field sales execution platform serving mid-market and enterprise outside sales teams with GPS-verified activity tracking, territory and route management, CRM sync, and a voice-driven AI co-pilot (DASH AI).

Ownership category

akta.pro rank

Product category

Field Sales Execution Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Sales Force Automation (SFA) CRM (HDAEAFAA)

akta.pro secondary industry

Field Service CRM (Dispatch, Scheduling & Mobile Service) (HDAEAFAL)

Keywords

• Field sales software
• Sales execution platform
• Territory management software
• Mobile sales CRM
• Sales engagement platform

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription Software (SaaS): SPOTIO operates on a subscription-based SaaS model. Pricing is per-seat with a 25-license minimum commitment required. Customers pay subscription fees on a monthly or annual billing cycle. The platform is marketed as a comprehensive sales engine for field sales teams, with the subscription including access to all core modules (territory management, route optimization, activity tracking, DASH AI, pipeline management, integrations) plus support and training resources.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

SPOTIO is a cloud-based, mobile-first field sales execution platform that helps outside sales teams plan routes, track activity, manage territories, and close more deals. It combines a mobile CRM app for reps with web-based dashboards for managers, plus an AI co-pilot (DASH AI) for voice-driven CRM updates and follow-ups. The platform integrates natively with Salesforce, HubSpot, and SalesScreen to keep field activity and pipeline data synchronized across the revenue stack.

Product overview

SPOTIO is a comprehensive field sales execution platform designed to transform field activity into revenue growth. The platform operates as a unified system with the SPOTIO mobile app as the primary interface for field reps, DASH AI as the AI-powered co-pilot for mobile-specific assistance, and a web-based admin/manager console for territory management, performance analytics, and reporting. Core capabilities include territory management, route optimization, GPS-verified activity tracking, lead management, pipeline management, sales prospecting, task automation (AutoPlays), performance analytics, sales coaching, and leaderboards. The platform supports both B2B and B2C sales motions across verticals including roofing, solar, telecom, home services, distribution, medical devices, and commercial construction. Integrations with Salesforce and HubSpot enable bidirectional CRM sync, while the SalesScreen integration adds gamification capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• SPOTIO Field Sales Platform Cloud-based, mobile-first field sales execution platform providing territory management, route optimization, GPS-verified activity tracking, lead and pipeline management, multi-channel communications, and manager dashboards for outside sales organizations with 25+ reps.
• DASH AI Voice- and chat-powered AI co-pilot for field sales reps that handles visit prep, voice CRM updates between stops, automated follow-up drafting, and knowledge base queries. Built specifically for mobile, hands-free use by outside sales reps.
• SalesScreen Integration Native gamification integration with SalesScreen that turns SPOTIO field activity into leaderboards, contests, KPI scoreboards, and recognition moments, with Scout AI bundled and SPOTIO-managed billing and provisioning.

Quantifiable outcome

• 46% average increase in sales productivity
• +5 more outcomes

Named customers12 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability7 records

Feature7 records

Partnerships

Three partnerships are on record, tiered core.

• SalesScreencoreTechnology or IntegrationSPOTIO and SalesScreen are natively integrated as of January 2026. Field activity captured in SPOTIO automatically powers leaderboards, contests, KPI scoreboards, and recognition moments inside SalesScreen — with zero custom integration work. Customers can buy and manage SalesScreen directly through SPOTIO, billed by SPOTIO, set up by SPOTIO CX. Includes Scout AI (SalesScreen's AI feature) bundled in at one price. Automatic user provisioning: when a user accepts their SPOTIO invite, their SalesScreen account is created automatically. Five SPOTIO triggers sync to SalesScreen activities: Record Created, Record Stage Changed, Activity Scheduled, Activity Logged, and Activity Logged with a Specific Result.
• SalesforcecoreTechnology or IntegrationNative Salesforce integration that syncs SPOTIO field activity data with Salesforce CRM. Connecting SPOTIO directly with existing CRMs makes it drastically easier and faster to update records for reps, ensuring system data is entered more timely and accurately than ever before. Referenced in multiple customer case studies as a key integration.
• HubSpotcoreTechnology or IntegrationNative HubSpot CRM integration that enables two-way sync of field activity, lead data, and pipeline information. SPOTIO syncs seamlessly with HubSpot and other sales tools as part of its integration ecosystem.

Scale indicators13 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Repsly: Repsly is a mobile field execution platform for CPG, retail execution, and field sales teams, offering activity tracking, route planning, and territory management. It is the closest direct competitor to SPOTIO in mobile-first outside sales execution software.
• Badger Maps: Badger Maps is a field sales route planning and territory mapping tool that helps outside reps optimize daily routes and visualize accounts on a map. It overlaps with SPOTIO's territory management and route optimization capabilities for field sales teams.
• Skynamo: Skynamo is a mobile field sales CRM focused on outside sales reps in wholesale distribution and manufacturing, offering order capture, route planning, and activity tracking. It is a direct comparable to SPOTIO's mobile-first CRM for outside sales motions.
• MapMyCustomers: MapMyCustomers provides route planning and customer mapping software for outside sales reps, helping them optimize visits and visualize accounts geographically. It directly competes with SPOTIO on territory and route planning features for field sales teams.
• SalesRabbit: SalesRabbit is a door-to-door sales management platform focused on canvassing, lead tracking, and rep performance for industries like roofing, solar, and home improvement. It is a strong direct peer in the D2D vertical SPOTIO serves.
• Knock: Knock is a door-to-door canvassing and sales platform with mobile lead capture, territory management, and team performance tracking. It overlaps with SPOTIO's B2C/D2D customer segment and core field execution workflows.

Broad incumbents

• Salesforce: Salesforce is the largest CRM platform with a dedicated Salesforce Field Service product offering mobile work execution, dispatch, and territory management. It is SPOTIO's primary broad incumbent competitor and a critical integration partner via the native Salesforce sync.
• HubSpot: HubSpot is a leading CRM and marketing platform with sales hub capabilities including pipeline management and activity tracking. It is both an integration partner for SPOTIO and a broad incumbent that could expand further into field-specific workflows.
• ServiceTitan: ServiceTitan is a large field service management platform for home services contractors (HVAC, plumbing, electrical) with mobile-first architecture, territory/route features, and performance analytics. While focused on field service rather than field sales, the underlying mobile-field technology stack is directly comparable to SPOTIO's architecture.

Emerging players

• Pipedrive: Pipedrive is a sales-focused CRM with pipeline management, activity tracking, and lightweight mobile capabilities. It is not field-specific but competes for the same small/mid-market sales teams that fall outside SPOTIO's 25-seat minimum.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/getspotio
• LinkedInlinkedin.com/company/spotio
• Instagraminstagram.com/spotio
• Facebookfacebook.com/spotio

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds4 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SPOTIO