From Door Knock to Job Sold. Without the Data Entry.
Connect your field sales team to the CRM your exterior remodeling business actually runs on. SPOTIO helps your reps prospect and capture leads in the field while ContractorFlow turns that activity into organized opportunities, sales, scheduling, and production.
See ContractorFlow in Action →Built for roofing, siding, windows, gutters, and exterior home improvement contractors.
Your Reps Are in the Field. Your CRM Is in the Office.
The gap between those two worlds is where leads get lost, information gets missed, and follow-up gets delayed.
Capture Leads in the Field
Map neighborhoods, visit properties, record outcomes, and capture homeowner information while your reps are still in the field.
Keep Your CRM Current
Field activity can flow into the Salesforce environment behind ContractorFlow so your office isn't rebuilding lead information from handwritten notes.
Move Faster on Follow-Up
Give your office the information needed to take the next step instead of waiting for the rep to return to the office.
Your Sales Team Works the Neighborhood. ContractorFlow Works the Pipeline.
SPOTIO gives your reps the tools they need to work efficiently in the field. ContractorFlow gives your office and management team the CRM, sales, scheduling, production, and reporting tools needed to turn field activity into revenue.
One connected workflow.
Explore ContractorFlow for Roofing Contractors →What Happens After the Knock?
A field visit shouldn't end with a piece of paper. It should start a process.
Find the Opportunity
Identify properties and neighborhoods to work.
Log the Visit
Record what happened at the property.
Capture the Details
Record homeowner information and important notes.
Create the Lead
The lead becomes part of ContractorFlow.
Keep Moving
Your office can take the next action without waiting.
Stop Sending Your Best Leads Into a Black Hole.
Every door your team knocks represents time, payroll, fuel, and opportunity. The goal isn't simply generating more activity. It's making sure the activity becomes revenue.
SPOTIO
Field Sales & Prospecting
- Territory mapping
- Door-to-door prospecting
- Lead capture
- Visit tracking
- Field activity
SALESFORCE
Connected Data
- Centralized records
- CRM data
- Automations
- Reporting
- Scalable platform
CONTRACTORFLOW
CRM + Sales + Operations
- Lead management
- Opportunity management
- Quotes & estimating
- Scheduling
- Production
The Field Team Isn't the Only Team That Benefits.
When a rep finishes the conversation at the door, your office shouldn't have to wait for a spreadsheet, text message, or handwritten lead sheet.
ContractorFlow gives your team a centralized place to manage what happens next.
New Lead → Follow-Up → Inspection
Opportunity → Estimate → Sale → Production
A CRM Built for Exterior Home Improvement Contractors
ContractorFlow isn't generic construction software. It's built around the way exterior contractors sell, schedule, manage, and produce work.
Lead Management
Capture, organize, assign, and follow up with leads.
Sales & Opportunities
Move prospects through your sales process with visibility into every opportunity.
Estimating & Quotes
Build professional quotes and manage pricing from one connected platform.
Scheduling & Production
Connect the sale to what happens after the contract is signed.
Reports & Dashboards
See what's happening across your sales and production operation.
The Power of Salesforce. Built for Contractors.
ContractorFlow is built on Salesforce, giving exterior contractors the flexibility and scalability of one of the world's leading CRM platforms — with workflows and tools designed specifically for contractors.
Your field team gets the tools they need. Your office gets the information they need. Your leadership team gets the visibility they need.
Built for Contractors Who Sell at the Door
Connect field prospecting with the CRM and operational systems running your business.
Ready to Connect Your Field Sales Team to Your CRM?
SPOTIO gets your reps working in the field. ContractorFlow keeps your business moving once the lead comes in.
See ContractorFlow in Action →SPOTIO + ContractorFlow Integration
What is the SPOTIO + ContractorFlow integration?
The SPOTIO + ContractorFlow integration connects field sales activity with ContractorFlow, a CRM built on Salesforce for roofing and exterior home improvement contractors. Field reps can capture lead information and activity in SPOTIO while office teams manage leads, opportunities, scheduling, production, and reporting in ContractorFlow.
Does ContractorFlow work with Salesforce?
Yes. ContractorFlow is built on Salesforce, giving contractors a powerful CRM foundation while providing workflows and tools specifically designed for exterior home improvement businesses.
Can SPOTIO leads be sent to ContractorFlow?
SPOTIO can connect with Salesforce so field-captured information can become part of the Salesforce environment used by ContractorFlow. Exact records and field mappings depend on the customer's configured integration.
What types of contractors can use the integration?
The integration is particularly useful for roofing, storm restoration, siding, window, gutter, and other exterior home improvement companies that use door-to-door or field sales teams.
Does the integration reduce manual data entry?
The integration is designed to reduce duplicate data entry by allowing field information to move into the connected CRM workflow rather than requiring office staff to manually recreate the same information.
How does ContractorFlow differ from SPOTIO?
SPOTIO specializes in field sales, canvassing, territory management, and activity tracking. ContractorFlow is the CRM and business management platform that helps contractors manage leads, sales, scheduling, production, reporting, and more.
Who is ContractorFlow built for?
ContractorFlow is built specifically for exterior home improvement contractors, including roofing, siding, gutters, windows, and storm restoration companies.
