2.23
2024-03-19
This release includes updates for texting via a SPOTIO phone number that will keep users compliant with recently Twilio A2P/10DLC regulations.
2.19.1
2023-08-02
In this release we've addressed some minor issues to enhance the overall user experience.
2.19
2023-07-06
In this release we've addressed some minor issues to enhance the overall user experience.
2.18.1
2023-06-09
With this release, we are updating our Routing capabilities, and making it easier for Sales Reps to effectively manage which visits they want to execute while in a given area.
2.18
2023-05-24
With this release, we are updating our Routing capabilities, and making it easier for Sales Reps to effectively manage which visits they want to execute while in a given area.
2.17.4
2023-04-20
With this release we have improved a Field Sales Teams ability to customize the colorization of records on the map to increase the intelligence they have about statuses, days since last visit, frequency of visits.
2.17.3
2023-04-11
With this release we have improved a Field Sales Teams ability to customize the colorization of records on the map to increase the intelligence they have about statuses, days since last visit, frequency of visits.
2.17.2
2023-04-06
With this release we have improved a Field Sales Teams ability to customize the colorization of records on the map to increase the intelligence they have about statuses, days since last visit, frequency of visits.
2.16.1
2023-03-20
With this release we have added enhancement so that Sales Reps can send MMS files through our text and email tools.
2.15.8
2023-03-06
In this release we have added in a smoother, faster UI for creating new Records. Sales Reps can easily create Follow Ups and add images to their Records. We have also added a new Flexible Object framework that ensures our customers sales process is more effectively represented by the SPOTIO UX.
2.15.5
2023-02-14
In this release we have added in a smoother, faster UI for creating new Records. Sales Reps can easily create Follow Ups and add images to their Records. We have also added a new Flexible Object framework that ensures our customers sales process is more effectively represented by the SPOTIO UX.
2.14.3
2022-09-23
In this release we have added self-guided onboarding to help sales reps learn more about the app as well as new voicemail recording capabilities.
2.14.2
2022-09-14
In this release we have added self-guided onboarding to help sales reps learn more about the app as well as new voicemail recording capabilities.
2.14.1
2022-08-01
In this release we have added self-guided onboarding to help sales reps learn more about the app as well as new voicemail recording capabilities.
2.14
2022-07-20
In this release we have added self-guided onboarding to help sales reps learn more about the app as well as new voicemail recording capabilities.
2.13.3
2022-07-11
We have implemented new Filters that merge colorization with the ability to save Filters across the web and mobile platform.
2.13.2
2022-06-21
We have implemented new Filters that merge colorization with the ability to save Filters across the web and mobile platform.
2.13.1
2022-05-14
We have implemented new Filters that merge colorization with the ability to save Filters across the web and mobile platform.
2.12
2022-03-10
We have implemented a Single Sign On framework as well as improved our overall security posture.
2.11
2022-02-14
We have implemented the ability to move Leads as well as upgraded libraries to improve overall performance and stability. We improved the sorting functionality to enhance a sales reps ability to find relevant leads. We upgraded core libraries in order to improve overall performance and better experience with making outbound calls.
2.10.2
2022-01-03
We are always making improvements to SPOTIO. To make sure you don't miss anything, just keep your Updates turned on. In this release, we are launching our Digital Business Cards that enables Sales Reps to send personalized business cards to prospects and customers for enhanced connection and follow up.
2.9.2
2021-10-18
In this release we repaired bugs that were impacting the user experience with multi-channel communications as well as the new ‘My Reports’ functionality to help users track their KPIs more effectively.
2.9.1
2021-10-07
In this release we repaired bugs that were impacting the user experience with multi-channel communications as well as the new ‘My Reports’ functionality to help users track their KPIs more effectively.
2.9
2021-09-21
In this release we repaired bugs that were impacting the user experience with multi-channel communications as well as the new ‘My Reports’ functionality to help users track their KPIs more effectively.
2.4.1
2021-01-18
We’ve added Autoplays functionality that creates automatic workflows around sales activities. Autolays allows sales teams to set up proven sales motions as a series of steps, and sales reps are able to have a clear agenda and incoming notifications that guide them throughout the day. With Autoplays the focus is on selling and eliminating/reducing administrative tasks and distraction from non-selling activities.
2.4
2021-01-04
We’ve added Autoplays functionality that creates automatic workflows around sales activities. Autolays allows sales teams to set up proven sales motions as a series of steps, and sales reps are able to have a clear agenda and incoming notifications that guide them throughout the day. With Autoplays the focus is on selling and eliminating/reducing administrative tasks and distraction from non-selling activities.
2.3.4
2020-12-21
We’ve added Autovisits functionality that automatically captures sales visit information whenever a sales rep is in close proximity to the location of the lead. Autovisits captures the duration of the visit and gives sales admins reports on how much time reps are spending at key sources of revenue. We’ve also corrected a couple bugs to improve pin search and to help with longer term planning in the calendar.
2.3.3
2020-12-14
We’ve added Autovisits functionality that automatically captures sales visit information whenever a sales rep is in close proximity to the location of the lead. Autovisits captures the duration of the visit and gives sales admins reports on how much time reps are spending at key sources of revenue. We’ve also corrected a couple bugs to improve pin search and to help with longer term planning in the calendar.
2.3.2
2020-11-10
We’ve added Autovisits functionality that automatically captures sales visit information whenever a sales rep is in close proximity to the location of the lead. Autovisits captures the duration of the visit and gives sales admins reports on how much time reps are spending at key sources of revenue. We’ve also corrected a couple bugs to improve pin search and to help with longer term planning in the calendar.
2.3.1
2020-11-03
We’ve added Autovisits functionality that automatically captures sales visit information whenever a sales rep is in close proximity to the location of the lead. Autovisits captures the duration of the visit and gives sales admins reports on how much time reps are spending at key sources of revenue. We’ve also corrected a couple bugs to improve pin search and to help with longer term planning in the calendar.
2.3
2020-10-23
We’ve added Autovisits functionality that automatically captures sales visit information whenever a sales rep is in close proximity to the location of the lead. Autovisits captures the duration of the visit and gives sales admins reports on how much time reps are spending at key sources of revenue. We’ve also corrected a couple bugs to improve pin search and to help with longer term planning in the calendar.
2.2.2
2020-08-19
We’ve added in Lead Link functionality that allows Deep Links to web and native apps for mobile users. Lead Links allows GET Header Requests for session IDs and to improve ease of transition to other apps and improve productivity for Sales Reps in the field.
2.2.1
2020-08-03
We’ve implemented a new, simplified User Interface for customers that are operating in Door to Door mode. We’ve also made it easier to zoom directly into Lead Clusters. In the new Door to Door mode, we’ve established the default view to show the Sales Reps last Visit Results, making it easier to stay up to date on progress while selling.
2.2
2020-07-24
We’ve implemented a new, simplified User Interface for customers that are operating in Door to Door mode. We’ve also made it easier to zoom directly into Lead Clusters. In the new Door to Door mode, we’ve established the default view to show the Sales Reps last Visit Results, making it easier to stay up to date on progress while selling.
2.1.1
2020-07-15
TL;DR: We’ve added in functionality that enables users to quickly pull up email and text templates for multi-channel communication between Sales Reps and Leads/Customers within the app. We’ve also added in several new email and calendar integrations.
What’s New
∙ Sales Reps can integrate with most of the popular email and calendar platforms (Gmail, Google Calendar, Outlook, Yahoo, AOL, etc.).
∙ The multi-channel communication capability has been extended to include email.
∙ All users can create communication templates for Text and Email in the web app, and then quickly access and send those directly from the mobile app.
∙ Sales Reps can dial Leads directly from the plus button interface.
We also fixed bugs that were impacting the user experience.
2.0.2
2020-05-29
TL;DR: We’ve added in functionality that enables multi-channel communications between Sales Reps and Leads/Customers within the app. Voice calls and texts are now part of the SPOTIO Activity Management platform (for Pro users).
What’s New
For SPOTIO Pro users, sales teams can provision unique SPOTIO phone numbers for improved visibility and reports on calling/activities in the web app.
We’ve added a new Comms tab in the main lower nav.
Comms enables users to send and receive voice calls as well as text messages.
Users can add notes to a Lead while talking to the Lead.
Users can see Lead context (notes, history, scheduled appointments) for Leads making inbound calls.
UI Improvements
We labeled the icons in the main lower navigation to make it easier for users to work in the app.
We simplified and Calendar view and consolidated the essential Lead info onto one. screen with toggles for Today’s appointments, Overdue appointments and the Sales Reps calendar.
1.9
2020-03-19
∙ Simplified interface making it easier to navigate the application
∙ Addition of new plus button making it easier to drive actions in the app
∙ Cleaner UI
∙ Several bug fixes
1.8.8
2020-01-28
User location fixes
1.8.7
2020-01-23
∙ UX improvements
∙ Bugfixes
1.8.6
2019-12-23
∙ UI/UX simplification
∙ Bugfixes
1.8.4
2019-11-26
Date picker weekdays fixed
1.8.3
2019-11-25
∙ Crashfixes
∙ Territories colors fixed
∙ Files upload improved
∙ iPad layout improvements
1.8.2
2019-11-15
∙ Fixed crash when navigating back using gesture
1.8.1
2019-11-13
∙ Lasso tool for Routing
∙ Dark Mode fixes
∙ Coach overlay improvements
1.8
2019-11-12
∙ Lasso tool for Routing
∙ Dark Mode fixes
∙ Coach overlay improvements
1.7.7
2019-10-24
- Chat fixes
1.7.6
2019-10-17
- Log Visit crashes fixed
- Fix for manual address input
- Chat photos enhancements
- Route improvements
- Days Since Last Visit colorization fixed
1.7.4
2019-10-10
- Fix for manual address input
- Chat photos enhancements
- Route improvements
1.7.3
2019-10-07
- Login issues resolved (bouncing pin)
- Address saving improved
- Territories searching improved
- Unit leads searching improved
1.7.2
2019-09-23
Bugfixes and performance improvements.
1.7.1
2019-09-03
Bugfixes and performance improvements.
1.7
2019-08-23
Bugfixes and performance improvements.
1.6.1
2019-08-02
∙ Coach Overlays
∙ Improved address geocoding
∙ Chat images fixed
∙ Offline sync queue fixed
∙ Other bugfixes
1.6
2019-07-29
∙ Coach Overlays
∙ Improved address geocoding
∙ Chat images fixed
∙ Offline sync queue fixed
∙ Other bugfixes
1.5.2
2019-07-23
Fix for missing unit numbers.
1.5.1
2019-07-15
- Web access for Sales Reps
- Portuguese translations
- Territories optimization
- App stability improvements
- Crash fixes
1.5
2019-07-08
- Web access for Sales Reps
- Portuguese translations
- Territories optimization
- App stability improvements
1.4.1
2019-06-07
Creating and Managing ‘Visit Results’ in Pipeline
Showing/Expanding ‘Custom Fields’ in Lead Details
Allowing Colorization by ‘Visit Results’
Showing ‘Visit Results’ in Lead history
Allows Sorting and Filtering of Leads by Last ‘Visit Result’
Reporting for ‘Visit Results’
Enhancement in using (+) interaction to Add Lead
Enhancement in Search/Add Address when creating new Lead
1.4
2019-05-28
Creating and Managing ‘Visit Results’ in Pipeline
Showing/Expanding ‘Custom Fields’ in Lead Details
Allowing Colorization by ‘Visit Results’
Showing ‘Visit Results’ in Lead history
Allows Sorting and Filtering of Leads by Last ‘Visit Result’
Reporting for ‘Visit Results’
Enhancement in using (+) interaction to Add Lead
Enhancement in Search/Add Address when creating new Lead
1.3.1
2019-05-18
∙ Landscape mode now available for tablet users
∙ Enhanced information available on Leaderboard
∙ Distance and Schedule mode available when plotting Routes
∙ Google Places added as a map layer
∙ Day is visible on ‘Date Picker’
∙ Sending photos through chat
∙ Auto-populating addresses from Google maps added
∙ Improved data validations with eContracts
∙ Several Defects were fixed
1.3
2019-05-17
∙ Landscape mode now available for tablet users
∙ Enhanced information available on Leaderboard
∙ Distance and Schedule mode available when plotting Routes
∙ Google Places added as a map layer
∙ Day is visible on ‘Date Picker’
∙ Sending photos through chat
∙ Auto-populating addresses from Google maps added
∙ Improved data validations with eContracts
∙ Several Defects were fixed
1.2.5
2019-04-19
fixed crash that could sometimes occur when user tried to change a stage having applied a filter
1.2.4
2019-04-05
Navigating to address fixed for real.
1.2.3
2019-04-02
∙ crash fixes
∙ calendar syncing improvements
∙ bug with external navigation apps fixed
1.2.2
2019-03-12
∙ calendar performance improvements
∙ auto-capitalize and auto-correct in text inputs
∙ fix for incorrect visit time
1.2.1
2019-02-19
∙ Performance improvements
∙ Multiple low-data connection issues resolved
∙ Leads and visits duplication fixed
∙ Offline queue status
∙ Pipeline sorting
∙ Territories legend and navigation
1.2
2019-02-15
∙ Performance improvements
∙ Multiple low-data connection issues resolved
∙ Leads and visits duplication fixed
∙ Offline queue status
∙ Pipeline sorting
∙ Territories legend and navigation
1.1.8
2019-02-06
∙ photos uploading fixed
∙ map panels improved
1.1.7
2019-01-25
- Lead duplication fixed
- Seach covered by keyboard fixed
1.1.6
2019-01-18
∙ fix for leads filter crash
1.1.5
2019-01-17
∙ Fix for occasional crashes while editing leads
1.1.4
2019-01-14
∙ Fix for uploading photos
∙ Fix for calendar navigation
1.1.3
2018-12-31
Improved Visits saving with low connection
1.1.2
2018-12-18
• Visit->Contacted missing contact info fixed
• Fix for occasional crashes
1.1.1
2018-12-14
- contact date/time field fixed
- random crashes fixed
1.1
2018-12-11
- manual address improvements
- more colorization options
- territories performance fixes
- filter improvements
- more UX refinements
1.0.13
2018-11-16
- Territories shapes fixed
- Occasional crashes when logging in fixed
1.0.12
2018-11-10
stability improvements
1.0.11
2018-11-08
Map and Territories improvements.
1.0.10
2018-10-27
- Calendar improvements
- Territories searching
- Map performance improvements
- Bugfixes
1.0.9
2018-10-05
Performance improvements
1.0.8
2018-09-29
Address geocoding fixed
1.0.7
2018-09-22
crash fixes
1.0.6
2018-09-20
- fix for address geocoding
- crash fixes
- fix for Puerto Rico phone numbers
- fix for appointments
1.0.5
2018-09-07
Bugfixes
1.0.4
2018-08-24
- Bugfixes
1.0.3
2018-08-14
Stability Improvements and Bugfixes