The mobile-first execution layer for outside sales teams - built by a manager who was tired of guessing where his reps were.
ADDISON, TEXAS - The SPOTIO logo, photographed against the company's navy-and-yellow field kit. Founded 2014 by Trey Gibson to fix a problem he lived: a sales team in the field and no way to see it.
Most sales software was written for someone sitting at a desk with a headset. SPOTIO was written for the rep standing on a stranger's front step with a clipboard and a truck idling at the curb. That single change of address explains almost everything about the product - and why, more than a decade after its founding, thousands of field sales teams still run their day on it.
SPOTIO is a field sales execution platform. Reps carry it as a mobile app; managers watch the same activity roll up on a desktop dashboard. In one place it handles territory mapping, route planning, lead capture, GPS-verified activity logging, multi-channel outreach, and pipeline tracking, then pushes all of it back into the CRM the company already uses.
The company is deliberate about what it is not. SPOTIO does not pitch itself as a replacement for Salesforce or HubSpot. It calls itself the execution layer - the part that captures what actually happens in the field, which traditional CRMs, built for inside sales, were never designed to see.
The origin is unglamorous and, for that reason, credible. Founder and CEO Trey Gibson previously ran a home improvement business with large door-to-door crews. He had a visibility crisis: reps had no territory optimization, managers had almost no field insight, and activity tracking was, in the company's own words, essentially nonexistent. SPOTIO started in 2014 in Addison, Texas as the tool he wished he'd had.
That lived experience shows up in the details. The people who use SPOTIO all day are not analysts - they are reps between doors. So the design bar was simple and unforgiving: if a rep won't use it, it doesn't ship.
"SPOTIO was born out of a visibility crisis - reps lacked territory optimization, managers had minimal field insight, and activity tracking was essentially nonexistent."
SPOTIO's customers are outside sales organizations - the crews that sell face to face, door to door, and territory by territory. That spans high-velocity B2C door-knocking operations and enterprise B2B field teams, concentrated in solar, home improvement and roofing, telecom, security and alarms, pest control, distribution, and financial services.
What unites them is a shared problem: a person on a doorstep and a manager who can't see them. Different products, identical blind spot. The solar boom in particular made a dedicated field-sales system less of a nice-to-have and more of an operating requirement.
The problems SPOTIO is built to kill are specific. Two reps knocking the same street and losing a deal to each other - territory overlap. Managers who only learn a territory went cold weeks later - no visibility. And the quiet killer: reps who skip logging their visits, not out of laziness but because typing notes in a truck is miserable, which leaves the whole pipeline built on guesswork.
SPOTIO's answer to that last one - one-tap logging plus GPS breadcrumbs - is less a feature than a survival mechanism. Adoption is the whole game in field software, and the company treats it that way.
Visual territory design with 200+ data overlay points and zip-code assignment - so reps work the right ground and never overlap.
Plans and optimizes a day's field route across up to 150 stops, cutting windshield hours and wasted drive time.
One-tap logging with GPS breadcrumbs and geofenced visit verification for real-time manager visibility.
An AI assistant that preps reps before a visit, surfaces insights, and speeds data entry so no knock is a cold call.
Deal tracking, lead qualification, and location-based prospecting built around the stages outside sales actually uses.
Call, email and text sequences with automated follow-ups, all launched from inside the field app.
Real-time dashboards, performance metrics, gamified leaderboards, and coaching tools for reps and managers.
Two-way sync with Salesforce, HubSpot, Oracle, SAP, and thousands of apps via Zapier.
A desktop command center where field activity rolls up live - the office view of what's happening in the field.
The honest competitive question SPOTIO has to answer is: why not run your field team on Salesforce or HubSpot? The answer is that general-purpose CRMs assume a rep at a keyboard. They record intentions well and activity poorly. In the field, activity - doors actually knocked - is the number that predicts revenue, and it's the number a desk CRM tends to miss.
Against dedicated field competitors like SalesRabbit, Badger Maps, and Map My Customers, SPOTIO's argument is breadth: territory, routing, tracking, outreach, pipeline and analytics in one system rather than a single point tool bolted onto a CRM.
Its second differentiator is the map itself. With 200+ data overlays, the territory view isn't decoration - it's a targeting layer that tells a rep which doors are worth the walk. Overlap prevention turns that same map into a rulebook so reps don't cannibalize each other.
And rather than replace the systems of record enterprises depend on, SPOTIO connects to them. The field data flows back into Salesforce, HubSpot, Oracle and SAP, which lowers the barrier for larger organizations that can't rip out their CRM to adopt a field tool.
SPOTIO is B2B SaaS. It sells per-seat subscription plans to outside sales organizations, with tiers that scale from small door-to-door crews up to enterprise field teams, plus onboarding and CRM-integration services. Revenue grows as rep seats grow and as the software expands across a customer's field org.
Trey Gibson launches SPOTIO to solve the field-visibility problem he faced running his own sales team.
Core field features - route optimization and activity verification - anchor the mobile-first product.
Native Salesforce and HubSpot integration plus pipeline management broaden the platform.
SPOTIO establishes itself as a category leader in outside sales software.
Ballast Point Ventures leads a growth round to expand team and product.
SPOTIO adds AI-driven visit prep and faster data entry to the field workflow.
Updated platform and messaging center AI across the entire field sales day.
SPOTIO runs on five stated values: Make It Great, Solve for the Customer, Play to Win, Relationships Matter, and We Know Where We Stand. They read like sales-floor plain-speak, which fits a company built by an operator rather than a career software executive.
The culture has been recognized externally - six times as a Dallas Business Journal Best Place to Work, and twice on the Inc. 5000 list of fastest-growing private companies.
SPOTIO is a mobile-first field sales platform that helps outside sales teams manage territories, plan routes, capture leads, track activity via GPS, run multi-channel outreach, and sync it all with their CRM.
Thousands of B2B and B2C field sales teams - especially in solar, home improvement and roofing, telecom, security, and pest control - from small door-to-door crews to enterprise sales organizations.
No. SPOTIO positions itself as a field sales execution layer that sits on top of and integrates with CRMs like Salesforce, HubSpot, Oracle and SAP rather than replacing them.
SPOTIO was founded in 2014 by Trey Gibson, who still serves as CEO. It is headquartered in Addison, Texas.
SPOTIO raised a $4.5M Series A led by Ballast Point Ventures in January 2020, with total disclosed funding of roughly $5M including earlier capital.
Profile compiled from public sources including spotio.com, LinkedIn, Crunchbase, PitchBook and ZoomInfo. Figures such as revenue and valuation are third-party estimates and approximate. Last reviewed July 2026.