Top 15 Canvassing Apps to Boost Your Door-to-Door Sales in 2025

In the fast-paced world of door-to-door (D2D) sales, success hinges on having the right tools. Managing territories, tracking leads, and keeping your team motivated are all essential, but quickly get overwhelming without the right technology. That’s where canvassing apps come in. But with so many options, how do you know which tool is the best fit for your business?

ConveYour isn't a canvassing app, but we work with tons of door-to-door companies and have done lots of research to make sure that this guide is full of useful information for you and your team.

We’ve researched and analyzed 15 top-performing canvassing tools to help businesses get into the field and close more deals. Whether you’re in solar energy, home improvement, pest control, home security, telecommunications, or another direct selling field, our guide will help you find the right tool for your specific needs.

From established leaders like SalesRabbit to innovative newcomers like Canvass, we’ll break down the pros, cons, and unique features of each canvassing application. By the end, you’ll have everything you need to determine which tool fits your team’s goals and how it can transform your field sales strategy.

ConveYour is a leading software platform which enables you to recruit, onboard, train, and retain more door-to-door and direct sales reps with less manual work so you can scale faster and dominate in your industry.

Badger Maps Overview

Founded in 2012 by Steve Benson, a former Google sales leader, Badger Maps was built to revolutionize field sales and route planning.

Headquartered in San Francisco, California, Badger Maps was created to optimize field sales operations and route planning, making it a leader in the industry. By offering features such as automated route optimization, traffic updates, and mobile accessibility, Badger Maps aims to enhance productivity and reduce driving time for field professionals. Over the years, the company has established itself as a prominent player in the field sales software market, serving various industries.

Key Features of Badger Maps

• Lasso Route Optimization: Automatically plans and optimizes sales routes, helping reps drive less and sell more.

• Lead Generation: Identifies new leads within assigned territories, enabling reps to discover and target potential customers effectively.

• Territory Management: Allows sales teams to manage their territories better by combining mapping and routing functionalities. Custom colorization and account filters provide full flexibility for customizing visits and prioritizing leads.

• CRM Integration: Seamlessly integrates with various CRM platforms, ensuring real-time data synchronization and accessibility.

• Route Focus Mode: Eliminates unnecessary details, helping reps stay focused and maximize productivity in the field.

Badger Maps Pricing

Badger Maps offers tiered pricing with features tailored to individual users and enterprise teams. Plans include Business and Enterprise options. Badger Maps does offer a 7-day free trial.

• Business: $58/user/month. Features include:

  • Canvas route optimization

  • Lead prospecting tools

  • 1:1 Training support

  • Weekly performance reporting

  • Teams features

  • CRM integration is free with 5 licenses; smaller teams will incur an additional $345 monthly fee.

• Enterprise: $95/user/month. Features include everything in Business, plus:

  • Advanced lead generation tools

  • Dedicated account manager

  • Increased account limits

  • Location verification

  • API access

  • HIPAA compliance and support

  • Advanced CRM integration is free with 5 licenses; smaller teams will incur an additional $545 monthly fee.

Pros of Badger Maps

• Efficient Routing Capabilities: Badger Maps excels at optimizing routes, reducing travel time and fuel costs while boosting daily sales efficiency.

• CRM Integration: Badger Maps is intended to work in tandem with your CRM, not replace it. They have robust integrations with services like SalesForce, HubSpot, and Zoho.

Cons of Badger Maps

• Pricing: Starting at $58 per user/month for the cheapest plan, Badger Maps may be considered expensive by some companies.

• Learning Curve: Advanced features like territory overlays and integrations require additional training, which can slow onboarding.

• Customer Support: Some users have noted delays in resolving technical issues or receiving timely assistance from support staff.

Badger Maps is Best For

• Field Sales Teams in Structured Industries: Pharmaceuticals, consumer goods, and food and beverage sales teams benefit from Badger Maps’ routing and territory tools.

• Small businesses Building Their Sales Motion. Badger Maps can help businesses establish efficient sales routes, reduce travel costs, and boost CRM adoption.

• Sales Managers and Leaders. Badger Maps’ sales reporting and analytics features make it easy to track rep performance and territory activity.

Badger Maps is NOT Best For

• Door-to-Door Sales. Badger Maps is better suited for pre-scheduled client meetings than high-volume residential canvassing.

• Businesses Without Direct Sales Teams. Businesses reliant on virtual sales or software solutions, rather than in-person sales, will find Badger Maps less relevant.

• Budget-Constrained Teams. The cost of the platform may be prohibitive for teams without the budget for multiple subscriptions.

Beest Overview

Beest.app is a Norwegian SaaS company specializing in field sales and fundraising management software. The platform was developed over a decade by Face2face Creatives, a sales organization with experience in field sales since 1999. Initially serving clients in the Nordics and Europe, Beest.app expanded globally in early 2023. The software uses campaign management, gamification, and real-time analytics to optimize sales processes from planning to payment. Beest is headquartered in Oslo, Norway.

Key Features of Beest

• Payment Processing: Beest supports in-app payment processing with Swift Payments. Customer payments can be recurring or one-time.

• Sales and Performance Gamification: Beest has support for leaderboards as well as the ability to assign point values to tasks, promoting healthy team competition.

• Recruiting and Training Support: Beest’s knowledge base and training modules help scale teams efficiently and reduce onboarding time for new hires.

• Territory Management: Beest supports features demanded by field and door-to-door sales teams such as route mapping, GPS tracking, and team messaging and collaboration tools to support sales teams in the field.

• Digital Contracts, Forms, and E-Sign: Beest allows its users to create and sign contracts on the go. They can collect prospect information with custom forms and surveys.

Beest Pricing

Currently, Beest only has one pricing model - Beest Mode. Beest’s costs for SMS, data lookup, payment gateways, and other third-party extensions are invoiced separately. A free trial is available on request.

• Beest Mode: €34/user/month, $999 set-up fee. Features include:

  • Sales and campaign management

  • Live maps, route planning, and tracking

  • Sales gamification

  • Advanced dashboards and reporting

  • Social and messaging center

  • Access to the Beest Training platform

  • Timesheets and payroll

  • Customer survey tools, digital contracts, and mobile signatures

  • In-app payments

  • Data lookup

  • API and integration

Pros of Beest

• Payment Integration: Beest’s support for in-app e-sign and payment collection is an excellent solution for D2D sales teams.

• Comprehensive Feature Set: Beest packs a surprising punch with its robust set of features. Beest combines field sales tools like GPS tracking with administrative features such as payroll and timesheets, offering a unified platform.

• Pricing: Beest’s features all become available at a single monthly rate (plus start up fees) - no additional options locked behind higher tiers.

• Security Emphasis: With advanced data protection measures and GDPR compliance, Beest.app appeals to companies managing lots of sensitive customer information, ensuring legal compliance and safeguarding user data.

Cons of Beest

• Limited Market Presence and User Reviews: Beest is new to the marketplace outside of Europe, and there is limited documentation of hands-on experiences with the software.

• Limited Public Documentation: Beest lacks detailed public documentation or app visuals, which could hinder evaluations by risk-averse buyers

• Pricing (Continued): While the €34/user/month rate is competitive, the $999 setup fee may pose challenges for budget-conscious teams.

Beest Is Best For

• Field Sales AND Door-to-Door Sales. Beest is ideal for industries like telecommunications or solar sales, where teams need on-the-go access to contracts and payment processing.

• Fundraising Organizations. Beest’s gamification, real-time analytics, and payment processing capabilities align well with fundraising teams aiming to motivate representatives and streamline donor collection.

• Teams Who Want An All-In-One Solution. Beest may be costly upfront, but its reasonable per-user monthly fee is an excellent value for teams who can use its full range of tools, from sales rep recruiting through field selling and payment collection.

Beest Is NOT Best For

• Teams Requiring Extensive Public Documentation. The platform’s limited public-facing documentation or visuals could be a drawback for businesses needing detailed pre-purchase insights, especially risk-averse buyers.

• Enterprises Requiring Large-Scale Scalability. Beest’s pricing and feature focus suggest it’s best for small to mid-sized organizations. Larger enterprises needing multi-region or highly scalable solutions may find Beest less equipped.

• Companies Outside Field Sales or Fundraising. Beest’s features are highly specialized for field operations. Industries like e-commerce or software development may find its tools misaligned with their workflows.

• Budget-Conscious Teams. While Beest’s flat pricing model is appealing, the €34/user/month cost plus a $999 setup fee might deter smaller teams or startups operating on tight budgets.

Canvass Overview

Canvass is a mobile sales software platform that started up around 2018, and is owned and developed by Ember Sales. Canvass is a mobile sales software platform, designed as a field sales solution tailored to direct sales and door-to-door professionals. It was created to increase transparency in the process of sales processing, pipeline management, lead follow up, and sales rep performance.

Key Features of Canvass

• Sales Gamification: Canvass has support for gamification with sales competitions available on an individual, team, or company-wide basis.

• CRM Integration: By syncing with existing CRM systems, Canvass ensures reps have clean, relevant data, reducing distractions and improving efficiency in the field.

• Lead Management: Canvass integrates with lead generation platforms, allowing for lead management, appointment scheduling, and lead sharing all within the Canvass application.

• Sales Pipeline Visibility: Canvass displays all stages of the sales process for reps, so they know when a sold job is going to be installed. There is support for notifications, keeping reps aware of changes to existing jobs.

• Team Management: Canvass supports assigning sales territories and tracking team performance within those areas.

Canvass Pricing

Pricing is not publicly available for Canvass. Businesses can book a demo to explore custom pricing options tailored to their needs.

Pros of Canvass

• Door-to-Door Focus: Designed specifically for high-volume door-to-door sales teams, Canvass excels at supporting lead management, gamification, and pipeline visibility.

• CRM Integration: Canvass’s focus on keeping reps out of the CRM system helps provide a streamlined field sales experience for sales reps.

• Pipeline Management: The ability to track sold jobs through installation helps keep sales reps in the know about existing jobs, and minimized back-and-forth questions.

• Scalability: Canvass effectively to support both small and large sales teams, ensuring flexibility for growing businesses.

Cons of Canvass

• Pricing Transparency: Canvass does not publicly disclose pricing tiers or details. This can make planning difficult for small or budget-conscious teams.

• Limited Public Documentation: Compared to competitors, Canvass offers limited publicly available information about advanced features and user case studies, which may hinder thorough evaluation before purchase.

• Lack of Mapping Feature: While Canvass supports assigning territories, it lacks advanced mapping or geographic visualization tools commonly found in other canvassing apps.

Canvass Is Best For

• Door-to-Door Sales Teams in industries where high-volume sales and clear pipeline visibility are critical, such as:

  • Home services

  • Pest control

  • Roofing

  • Home security

  • Solar energy

• Sales Teams Focused on Gamification. Canvass’s Compete feature encourages a spirit of healthy competition among sales reps. This is valuable for teams that thrive on healthy competition.

• Sales Managers Requiring Team Oversight. Sales managers benefit from Canvass’s team performance tracking and pipeline management, offering transparency and control over the entire sales process.

Canvass Is NOT Best For

• Retail or B2B-Oriented Teams. Canvass’s laser focus on D2D sales does not leave much room for other sales motions.

• Teams in Need of Territory Management. Canvass’s territory features are limited to assigning reps to regions but lack robust tools for visual mapping or advanced route planning

• Sales Teams With High Specialization. Sales teams with highly specific workflows, such as multi-decision-maker processes or niche operational needs, may find Canvass too generalized compared to more customizable platforms.

Ecanvasser Overview

Founded in 2014 by Brendan Finucane, Ecanvasser originated from his experiences in political canvassing and has since evolved into a global platform serving political and sales organizations. Ecanvasser has expanded its software to serve as a solution for sales businesses that follow a door-to-door sales motion. While based out of Cork, Ireland, Ecanvasser is utilized by over 200,000 organizers in 70 countries.

Key Features of Ecanvasser

• API and Integrations: The platform integrates with over 5,000 applications, including Salesforce, HubSpot, NationBuilder, and Mailchimp, allowing organizations to connect existing systems and enhance functionality.

• Field Tools for Canvassing Success: Ecanvasser offers mobile applications like the Walk App and Go App, enabling teams to conduct door-to-door canvassing efficiently. These tools facilitate real-time data collection, survey administration, and interaction tracking, ensuring seamless field operations.

• Customizable Surveys and Polls: Ecanvasser allows you to create tailored surveys and polls for gathering actionable insights from constituents.

• Centralized Dashboard: The platform provides an intuitive dashboard that consolidates all campaign data, allowing for effective planning, team management, and progress monitoring. Features such as turf cutting, route planning, and contact database management are integrated to optimize outreach efforts.

Ecanvasser Pricing

All Ecanvasser plans come with “Essential Features”, which are as follows:

• Custom canvassing app

• Team & territory management

• Route planner & mapping

• Custom interaction tracking

• Dynamic lists & filters

• Custom fields & file attachments

• Powerful analytics & reporting

• Privacy, security & support

• Appointment scheduling & reminders

• Seamless integrations & data import

Paid plans add additional features to this Essential Feature set. These plans are:

• Core: Starts at $83/month for 2,500 contacts. Has all of the Essential Features, plus:

  • Unlimited users

  • Unlimited teams

  • 1 public dashboard

  • Unlimited private dashboards

• Pro: Starts at $499/month for 100,000 contacts. Has all of the Core features, plus:

  • Real-time field tracking

  • Two-factor authentication (2FA)

  • Data exports

  • Unlimited dashboards

• Enterprise: Starts at $10,500/year, only billed annually. Has all of the Pro features, plus:

  • Organizations

  • Custom branding

  • API access

  • Developer sandbox

  • Increased database limits

  • Advanced custom fields

  • Dedicated support team

Pros of Ecanvasser

• Built For Canvassing: Ecanvasser was built specifically for canvassing, and the product design and features reflect an understanding of the door-to-door process.

• Pricing Structure: Ecanvasser does not charge per user, which can be appealing to smaller teams with budget constraints.

• Custom Fields: Ecanvasser’s flexible support for custom fields means that the software can adapt to the needs of a specific campaign.

• Customer Support: User reviews praise Ecanvasser’s support, calling it responsive to concerns and willing to make modifications to support the development of the app.

Cons of Ecanvasser

• Political Campaign Focus: While Ecanvasser does have tools to support door-to-door sales, it was built to facilitate door-knocking for political campaigns. Sales reps may find some features not geared to their specific needs.

• Map Display Issues: Users report that Ecanvasser will sometimes group prospect homes into “blocks.” This can make individual houses harder to differentiate without zooming in very close on the map.

• Desktop Support: Ecanvasser is mobile first, and some users report that this is to the detriment of the desktop experience. It isn't set up for easy list management, manual data entry, or custom list exports, limiting its usefulness for comprehensive campaign management.

Ecanvasser Is Best For

• Political Campaigns. Ecanvasser was originally created for political campaigns, and its features are holistically geared toward the political canvassing motion.

• Community Advocacy and Nonprofit Work. Nonprofit organizations can benefit from Ecanvasser’s customizable surveys, constituent tracking, and reporting features for campaigns focused on awareness, or fundraising.

• Door-to-Door (D2D) Canvassing and Sales. Ecanvasser has expanded its canvassing feature set to support the door-to-door sales motion, with tools for route planning, real-time data collection, and team management.

• Smaller or Even Solo Canvassing Teams. Ecanvasser’s flat pricing structure starting at $83/month are a relatively low barrier to entry for small teams or even solo entrepreneurs, with the ability to scale with a growing team.

Ecanvasser Is Not Best For

• Field Sales Teams With Complex Feature Needs. Ecanvasser has the tools necessary for canvassing in the field, but businesses in need of more advanced sales-focused features have more robust options.

• Teams Without Field Interaction. If a company’s sales team is strictly inside, they will have a hard time making effective use of Ecanvasser's features.

• Companies With Limited Technical Expertise. User reviews indicate the presence of a learning curve with the Ecanvasser software. Teams who struggle to adapt to new software systems or lose patience quickly at technical issues will want to look elsewhere.

Knockbase Overview

Originally developed by Sunbase in 2024 (the newest software on this list!), Knockbase was designed to address specific pain points in door-to-door sales operations. Knockbase is a new door-to-door canvassing app offering tools like lead management, route planning, performance tracking, and gamification to enhance productivity and operational efficiency for sales teams.

Key Features of Knockbase

• Sales Rep Management: Monitor and manage sales team performance with real-time tracking, performance metrics, and goal-setting tools.

• Canvassing Tools: Utilize route planning and detailed action tracking to monitor reps’ progress and productivity in the field.

• Smart Commission Calculator: Automatically calculate commissions based on various factors, ensuring fair and transparent compensation.

• Gamified Leaderboards: Encourage friendly competition by showcasing top performers and rewarding achievements, with real-time updates to keep the team engaged and motivated.

• Territory Mapping: Assign and manage sales territories, ensuring balanced workloads and increased coverage.

Knockbase Pricing

Pricing plans are not publicly available for Knockbase. Businesses can book a demo to explore pricing options tailored to their needs.

Pros of Knockbase

• User-Friendly: Knockbase is designed with strong, unified interfaces, making it accessible for those with various levels of technical expertise.

• Real-Time Analytics: Knockbase provides actionable real-time analytics, enabling teams to track performance metrics and make informed decisions quickly.

• Integrated Communication Tools: Knockbase includes features like group chats and shared calendars, facilitating seamless communication and coordination among team members.

Cons of Knockbase

• Limited Public Information: Knockbase lays out its feature set on its website, but there is little in the way of documentation or verified user reviews.

• Integrations: Knockbase’s integrations are not well-documented, posing a risk of not being able to work with existing software like CRMs.

• Pricing Transparency: The lack of pricing information publicly available can be a constraint on budget-conscious teams.

• D2D Focus: Knockbase’s feature set is highly specialized for door-to-door sales, making it less adaptable for other sales motions.

Knockbase Is Best For

• Door-to-Door Sales Teams in industries where high-volume sales are critical, including:

  • Home improvement

  • Solar energy

  • Pest control

  • Home security

  • Roofing

  • Telecommunications

• Political Organizations: Knockbase is particularly effective for political campaigns, where high-volume canvassing and lead tracking are critical to success.

• Sales Teams in Need of Territory Management Features: Sales teams that require basic territory management features can benefit from Knockbase’s mapping and assignment tools.

Knockbase Is NOT Best For

• B2B or Retail Oriented Sales Teams: Knockbase doesn’t have the retail execution features of an app like Repsly, nor is its feature set meant for multi-decision-maker deals or extended sales processes seen in B2B sales.

• Teams Requiring Extensive Integrations: With limited public information about integrations, teams that rely heavily on third-party tools or CRMs may need to confirm compatibility before committing.

• Very Small or Solo Teams: Smaller teams or solo operations may find Knockbase’s robust feature set excessive and better suited to larger organizations.

Knockio Overview

Founded in 2023 by Asad Kamran, Knockio is a cloud-based field sales and canvassing software designed to optimize door-to-door sales operations. Created to address the challenges of high-volume field sales, Knockio offers tools for lead management, route planning, real-time tracking, and performance analytics. Knockio is utilized across industries including pest control, solar, roofing, and insurance. Currently, Knockio is based out of Middletown, Delaware.

Key Features of Knockio

• Canvasser Geolocation Tracking: Knockio offers real-time location tracking for sales representatives, assisting in route mapping and lead assignment.

• In-App Sales Proposals: Knockio allows sales representatives to draft sales proposals directly in the app, streamlining the process.

• Custom Canvassing Forms: Sales managers can create tailored forms to collect critical customer data, ensuring consistent information gathering across campaigns.

• In-App Scheduling: Knockio has support for the setting and scheduling of sales appointments seamlessly within the application.

Knockio Pricing

Knockio offers tiered pricing to accommodate teams of various sizes. They offer a Basic, Professional, and Enterprise plan.

• Basic: $15/user/month with a 5-user minimum. Features include:

  • 1 workspace

  • 10 campaigns

  • Access to all Knockio reporting

• Professional: $20/user/month with a 10-user minimum. Features include everything in Basic, plus:

  • 25 workspaces

  • 100 campaigns

  • Custom contracts in campaigns

  • Real-time canvasser tracking

  • Leaderboards

• Enterprise: Contact for pricing details. Features include everything in Professional, plus:

  • Unlimited workspaces

  • Unlimited campaigns

  • Unlimited users

  • Custom design services

  • On-site training

  • Early access to new features

Pros of Knockio

• Real-Time Location Tracking: Real-time tracking enhances accountability, route optimization, and coordination, ensuring maximum efficiency for sales teams.

• Affordable, Transparent Pricing: Knockio has one of the friendliest pricing structures on this list, making it an excellent choice for teams compatible with its feature set.

• Address and Contact Storage: Knockio does not impose a limit on account contacts or addresses so sales teams can track all of their leads without worrying about upcharges.

• CRM Integration: Knockio integrates with a variety of CRM systems including HubSpot, Salesforce, Zoho, and GHL.

Cons of Knockio

• Limited User Reviews and Documentation: Knockio is still new software and there are very few user testimonials available online, which can be a challenge to teams carefully considering which canvassing app to go to. There is little specific documentation around Knockio’s available integrations as well.

• Scalability Limits: Knockio’s limited scalability and territory management tools may not fully meet the needs of enterprises operating across large regions or with highly complex team structures. Knockio’s scalability challenges include limited options for managing extensive territories or multiple layers of team oversight.

• Limited Industry Applications: Knockio is thoroughly a door-to-door canvassing application its feature set may not be versatile enough for industries requiring broader applications.

Knockio Is Best For

• Door-to-Door Sales Teams in Industries Such As:

  • Solar energy

  • Pest control

  • Roofing

  • Home security

  • Contractor services

• Small-to-Medium Sized Direct Sales Teams. Knockio’s low price point and user-friendly interface are well-suited for smaller sales teams or organizations that need an affordable yet functional canvassing app.

• Businesses that Require High-Speed, Adaptive Sales Teams. Knockio’s live updates and tracking features are valuable for dynamic teams that need to adapt quickly in the field.

Knockio Is NOT Best For

• Large Enterprises with Complex Team Needs. Knockio’s set of features is focused on simplifying the canvassing process. Large, complex teams in need of advanced customization or highly detailed analytics may find Knockio lacking.

• Industries Without Field Sales. Knockio is highly focused on door-to-door sales and offers limited utility for businesses outside this sales motion.

• Teams With Advanced Integration Needs. Knockio’s integration capabilities may fall short for businesses reliant on highly specialized CRM or analytics tools beyond mainstream platforms like Salesforce or HubSpot.

Lead Scout Overview

Lead Scout was founded in 2016 by Matt Rozema and Joe Salowitz, and is currently based out of Grand Rapids, MI. Lead Scout is a cloud-based application designed to streamline door-to-door canvassing and field sales operations, particularly for home improvement contractors. Lead Scout provides tools like real-time activity logging and hyperlocal targeting to enhance accountability and optimize canvassing efforts.

Lead Scout Key Features

• Real-Time Door Knocking Tracking. Lead Scout makes it easy for sales representatives to log their canvassing efforts in real time, attaching tags, statuses, and notes.

• Physical Mail Support. Lead Scout’s physical mail feature allows seamless mail delivery, automated for bulk campaigns or targeted for individual prospects.

• Property and Demographic Data. Lead Scout allows sales reps to leverage customer-specific information such as contact information, demographic data, and even precise roof measurements.

• Custom Fields and Tags. Custom fields and tags in Lead Scout enable tailored workflows, improving collaboration and prospect categorization for diverse canvassing needs.

Lead Scout Pricing

Lead Scout offers flexible tiered pricing to accommodate teams of all sizes. LeadScout offers a free trial for interested teams to explore its feature set before committing. They offer a Solo, Starter, and Pro plan.

• Solo Scout: $39/month. Single user. Comes with access to Lead Scout’s main suite of features, including:

  • Mobile Lead Scout App for iOS and Android

  • Nationwide (US) address coverage and lookup

  • Appointment scheduling

  • Custom notes and tags

  • KPI Dashboard

• Starter Scout: $125/month. Up to 3 users. Comes with everything in Solo Scout, along with:

  • Shared activity feed among all users

  • Team collaboration with notes and tags

• Pro Scout: $350/month. Up to 20 users. Comes with everything in Pro Scout, along with:

  • Improved KPI Dashboard features

  • Territory creation & assignment

Pros of Lead Scout

• Simplified Lead Generation. Lead Scout is designed to streamline lead generation for door-to-door sales teams. Its platform supports targeted, hyperlocal outreach.

• Direct Mail Outreach. Lead Scout sets itself apart with its ability to support physically-delivered mail outreach to sales prospects.

• User Experience. Users praise the intuitive mobile app for its ease of navigation and quick learning curve. Their helpful and responsive customer support team has also been complimented.

• Friendly Pricing Structure. Even Lead Scout’s starter plans come with most available features unlocked, making it an affordable option for small or medium canvassing teams.

Cons of Lead Scout

• Advanced Mapping Features. While Lead Scout offers basic mapping functionality, it lacks advanced route optimization tools for highly complex field operations.

• Industry-Specific Focus. Lead Scout is fairly specialized to home services companies such as roofing. It may not offer the flexibility or adaptability to serve teams outside of those industries.

• Scalability for Large Teams. Lead Scout has great options for small and medium-sized sales teams, but its user count limitations and lack of enterprise-specific features may be a limiting factor for larger organizations.

Lead Scout Is Best For

• Exterior Home Services Businesses with Door-to-Door Sales:

  • Solar energy

  • Roofing

  • Siding

  • Painting

• Small to Medium-Sized Businesses. Lead Scout’s cost-effective pricing structure and user-friendly interface make it ideal for teams that don’t require advanced enterprise-level features but need an efficient way to organize and follow up with leads.

• Businesses Who Use Direct Mail Campaigns. Lead Scout’s ****feature of automating direct mail campaigns is particularly beneficial for businesses seeking to connect with prospects as part of a localized marketing strategy.

Lead Scout Is NOT Best For

• Industries Outside of Home Services. Lead Scout’s canvassing features are specifically geared toward companies that work in exterior home service fields and may not meet the needs of businesses in other industries.

• Large or Enterprise-Level Organizations. Lead Scout doesn’t have the customization or enterprise-level features to support businesses with higher head counts or more complex organizational needs.

• Teams Needing Advanced Routing or Mapping Features. Lead Scout does not prioritize advanced mapping or route optimization, making it less ideal for field sales teams that need these tools for efficiency.

Map My Customers Overview

Founded in 2015 by Matthew Sniff, a former Silicon Valley product engineer with over 15 years of B2B software experience, Map My Customers is now headquartered in Cary, NC, and serves as a cloud-based CRM tailored for field sales teams.

Offering tools for mapping, route planning, territory management, and custom reporting, the platform is designed to enhance the productivity of sales representatives by providing a visual and map-based interface for managing customer interactions and sales activities.

Key Features of Map My Customers

• Visual Sales Territory Management: Provides tools to visualize and manage territories using interactive maps. Users can quickly create, edit, and visualize sales territories, ensuring clear boundaries and efficient coverage.

• Field Sales Process Automation: Automates notifications for reps when they are near leads, ensuring no opportunities are missed during route execution.

• Lead Prospecting: Map My Customers’ Lead Intelligence feature fills in knowledge gaps about potential prospects and makes it easy to add them to an existing route.

• Reporting and Analytics: Map My Customers seeks to be the “single source of truth” when it comes to your sales data. Track rep sales activities, closing rate, appointments to close, and more. Leaderboard support is also available.

• CRM Integrations: Integrates with major CRM platforms like Salesforce, HubSpot, Dynamics, and Zoho, streamlining data synchronization and enhancing efficiency.

Map My Customers Pricing

Map My Customers offers tiered pricing plans designed to fit the needs of individuals, teams, and enterprises.

• Road Warrior: $50/user/month. Features include:

  • Basic access to Map My Customers for an individual user.

  • Access to basic route mapping and prospecting features.

• Mid-Market Sales: $70/user/month. Features include everything in Road Warrior, plus:

  • Up to 10 users

  • Team sharing & basic role assignment

  • Ranked team leaderboards

  • Weekly rep report cards

  • One-way CRM integration

  • Up to 10,000 records

• Industry Leader: $90/user/month. Features include everything in Mid-Market, plus:

  • Lead finder

  • Territory management features

  • Two-way CRM integration

  • Location tracking

  • Offline mode

  • A dedicated customer success manager

  • Records limit increased to 50,000

• Enterprise: Contact for pricing details. Features include everything in Industry Leader, plus:

  • Advance reporting and dashboards

  • Unlimited custom fields

  • Data merger support

  • Advanced automatic workflows

  • Semi-annual training for new employees

  • Priority access to customer support

  • Single sign-on

  • Bulk email

  • Unlimited records

Pros of Map My Customers

• Comprehensive Mapping Ability: User reviews are complimentary of Map My Customers’ mapping and route optimization features, helping to maximize daily visits and increasing productivity.

• Customer Support: Users praise the responsive and knowledgeable customer support team, particularly during onboarding and issue resolution.

• Lead Prospecting: The Lead Intelligence feature identifies on-route prospects, giving sales reps more opportunities to close deals.

• It’s a CRM: Map My Customers serves as both prospecting and Customer Relationship Management software. While they integrate with the major CRMs, smaller companies can rely solely on Map My Customers.

Cons of Map My Customers

• Limited Customization: Customization options for workflows and dashboards may not meet the needs of teams with highly specific sales motions.

• Pricing: As is the pattern with these services, some of Map My Customers’ flagship features are tied to higher pricing tiers. Some users point out price increases over time.

• Performance Issues: Some users experience lag during route planning or slow automation processing when handling large datasets.

Map My Customers Is Best For

• Field Sales Teams with Lots of Territory to Cover. Suggested industries include:

  • Pharmaceutical Sales

  • Consumer Goods

  • Construction Supply

  • Automotive Parts

  • Logistics and Operations

• Sales Teams That Need Lots of Analytics. Map My Customers provides managers with actionable insights into rep activities, pipeline health, and territory performance.

• Mobile-First Field Teams. Designed for mobile use, it ensures reps have real-time access to data and tools while on the move.

• B2B Sales Teams. Map My Customers has route planning and prospect tracking tools that make it a great fit for most teams that operate in the field B2B sales space.

Map My Customers Is NOT Best For

• Very Small or Solo Teams. The cost and wide range of software features are likely to be overkill for teams that cannot fully capitalize on them.

• Sales Teams With Limited Field Interaction. Map My Customers is designed for face-to-face sales experiences. If a sales team is largely virtual or does not do a lot of traveling, this tool will be of limited use.

• Door-to-Door Sales Teams. While it does have mapping and lead management features, Map My Customers is better suited for pre-scheduled meetings rather than high-volume door-knocking campaigns.

• Teams That Require High Customization. Lesser personalization options as well as limited workflow automation features mean that this tool may not be ideal for teams with a highly specified or unusual sales motion.

Outfield Overview

Founded in 2015 by Austin Rolling and Adam Steele, Outfield is a CRM platform tailored for field sales and marketing teams. Originally created to address gaps in outside sales workflows, it incorporates tools like real-time data acquisition and gamification to enhance team management. Outfield focuses on improving field operations and sales performance through its mobile-first approach. Today, Outfield is headquartered in Bryan-College Station, Texas.

Key Features of Outfield

• Gamification: Outfield’s “League Play” feature is designed to gamify the selling process for sales teams, boosting performance and healthy competition.

• Analytics and Reporting: The platform offers comprehensive and customizable analytics and reporting tools, enabling managers to set custom goals and filter by relevant sales data.

• Route Mapping and Territory Management: Outfield users can manage customer touchpoints on-the-go with with features like colorized maps, conditional forms. GPS tracking and route mapping minimize travel time and maximize efficiency.

• Sales Pipeline Management: Outfield provides tools to track progress, automate routine administrative tasks, and uncover opportunities to close more sales.

Outfield Pricing

Outfield offers tiered plans for a variety of business sizes and needs. While the plans are disclosed, their pricing is not. Outfield does offer a 30-day free trial for prospective users.

• Upstart. Features include:

  • Basic tracking

  • Account manager

  • Activity tracker

  • Task manager

  • Territory mapper

  • Photo support

• Champion. Features include everything in Upstart, plus:

  • Advanced market insights

  • GPS activity mapper

  • Custom forms

  • Commenting in-app

  • Account prospecting

  • Reporting and alerts

• Dynasty. Features include everything in Champion, plus:

  • Route optimizer

  • Activity heat mapper

  • Calendar and scheduler

  • Custom fields

  • Account map colorization

  • Deal pipeline

  • Team group chat in-app

• Enterprise. Features include everything in Dynasty, plus:

  • Independent databases

  • While labeling

  • Add-ons

  • Custom implementation

Pros of Outfield

• Comprehensive Territory Management. Outfield’s tools for managing sales territories, including colorized maps and offline functionality, are particularly beneficial for field teams working in diverse locations. This ensures account organization and efficient touchpoint tracking.

• Sales Gamification. Outfield’s gamification features, such as competition-based tools, help to motivate sales teams, foster engagement, and improve overall performance.

• Mobile-First and Functional Offline. The Outfield platform is designed with mobile users in mind, allowing sales representatives to work on-the-go with full access to key tools and offline functionality when needed.

• Robust Analytics and Reporting. Outfield’s analytics tools provide managers with actionable insights into team performance and sales trends, making it easier to optimize strategies and achieve goals.

Cons of Outfield

• Pricing Transparency. Outfield does not publicly list its pricing, requiring potential users to request a quote. Low pricing transparency can be a barrier to small, budget-conscious teams looking for a software solution.

• Focus on Field Sales. Outfield’s suite of tools are more oriented toward a field sales motion as opposed to a more direct door-to-door selling model, with less tools for individual-level canvassing, route flexibility, and rapid lead updates.

Outfield Is Best For

• Field Sales Teams. Outfield’s focus on territory management, route optimization, and real-time activity tracking makes it an excellent fit for field sales teams.

• Small to Mid-Sized Businesses. Organizations seeking a CRM solution tailored for outside sales with user-friendly tools and manageable onboarding processes will find Outfield particularly valuable.

• Teams Motivated by Gamification. “League Play” is one of Outfield’s flagship features. Sales teams that thrive on competition and engagement will find Outfield’s leaderboards and team challenges effective for boosting morale and performance.

Outfield Is NOT Best For

• Teams Without Field Sales. Teams that operate primarily from offices or require desk-focused CRM features may find Outfield lacking in tools designed for stationary workflows.

• Door-to-Door Sales Teams. Outfield’s focus toward remote sales mean that it is less optimized for door-to-door sales teams, who have their own specialized software options to choose from.

PAIV Overview

PAIV, formerly known as Gamify, is a Lehi, Utah-based company founded in 2020 by Emily Applegarth and Jess Reagan. PAIV’s platform is designed to streamline operations for sales and service teams by offering tools that manage pipelines, enhance performance through team competition, and improve overall productivity. The PAIV team has set themselves apart through their focus on integrating AI and gamification features into its sales enablement platform.

Key Features of PAIV

• AI Voice Assistance: Paiv's AI Voice feature automates note-taking during face-to-face interactions with prospects or clients. It provides summaries, allows sharing of recording snippets, and enables users to query notes.

• Territory and Route Management: PAIV has support for territory management and assigning as well as route optimization for sales representatives on the road, as well as in-app scheduling.

• Lead and Data Management: PAIV supports bi-directional integration with most major CRM systems as well as data-rich customer insights.

• Sales Gamification: Paiv incorporates gamification elements such as leaderboards, rewards, tournaments, and analytics.

PAIV Pricing

PAIV’s pricing structure is divided among three different product categories, whose features break down further into tiers. Demos can be provided on request.

AI Voice Pricing

• AI Voice: $59/user/month. Features include:

  • Record, transcribe, and summarize live audio

  • Automatically link conversations to existing deals

  • Automatically pull next steps and follow-up tasks from conversations

  • Ask AI questions about deals, performance, etc.

• AI Workflow Automation: Contact for pricing. Features include:

  • Voice powered scheduling

  • Voice powered tasks

  • AI coaching

  • Access to an advanced knowledge base

Sales

• Sales: $39/user/month. Features include:

  • Canvassing support

  • Mapping features with configurable pins

  • Lead creation

  • Custom lead forms

  • Sales pipeline management with 2-way CRM integration support

  • Create, assign, and manage sales team territory

  • Team/sales force management

• Sales+: Contact for pricing. Features include everything in Sales, plus:

  • Advanced scheduling support

  • Work orders

  • Optimized routing support

  • Data-enriched customer, lead, and residential data

  • Wander mode

  • Task assignment

  • Reporting

• Gamify Sales: Contact for pricing. Features include everything in Sales+, plus:

  • Leaderboards

  • Company currency and rewards

  • Custom competition creator with multiple competition types

  • Tournament-style sales performance brackets

  • Sales performance breakdown

Service

• PAIV’s Service plans are still in beta. Interested customers should contact PAIV directly for more information.

Pros of PAIV

• Comprehensive Feature Set: PAIV have developed a wide range of tools useful to direct sales and door-to-door sales companies. AI voice assistance, pipeline management, service routing, and gamification mechanics, all integrated into a single platform is a powerful proposition.

• User-Friendly and Intuitive Design: Users have praised the app's clean and intuitive design, making it easy to navigate and utilize its features effectively.

• Productivity Boost: Features such as AI Voice for automated note-taking and customizable sales stages help reduce administrative overhead, allowing teams to focus on prospecting.

Cons of PAIV

• Pricing: PAIV’s pricing structure can be complex, with multiple tiers and features requiring clarification during sales consultations.

• Work in Progress: Some of PAIV’s features, such as their Service plan, are still being built out, and others are sure to see improvements in the future. Users may experience technical issues and changes to features as the software continues to develop.

• Limited Documentation: PAIV has limited documentation available to the public, making it difficult for potential customers to dig into the specifics of feature offerings.

PAIV Is Best For

• Field and Door-to-Door Sales Teams. PAIV's combination of AI tools, pipeline management, and gamification features is valuable for sales teams looking to optimize territory management and increase performance.

• Service-Oriented Field Teams: Teams that require efficient service routing, scheduling, and customer data management would benefit from PAIV's route planning features and on-the-go mobile functionality.

• Mid-Sized to Large Sales Teams. PAIV's comprehensive set of features and CRM integrations are better suited for organizations with the resources to fully utilize its tools.

• Competitive & Data-Driven Sales Teams. Companies that value gamification and healthy competition will find PAIV's leaderboards, rewards systems, and performance tracking helpful for motivating teams and driving results.

PAIV Is NOT Best For

• Budget-Conscious Teams. PAIV may be too resource-intensive for smaller teams or startups looking for simpler, cost-effective solutions.

• Teams Requiring Rock-Solid Stability. As PAIV continues to evolve, its frequent updates may interrupt workflows for teams reliant on consistent software performance.

• Tech-Averse Teams: Teams not comfortable with technology or those without the capacity for extensive training might struggle to adopt PAIV effectively due to its comprehensive and feature-rich nature.

Repsly Overview

Originally founded in 2010 by Marko Kovač and Marko Linke in Croatia as Salespod, the company relocated to Boston, Massachusetts in 2014 and rebranded as Repsly.

Over time, Repsly honed its focus on retail execution and retail team management software, particularly in the food & beverage and health & beauty sectors, to empower sales teams with data-driven tools that optimize in-store performance and drive market share.

Key Features of Repsly

• Retail Execution: Repsly manages in-store activities such as shelf compliance, merchandising, and promotional execution.

• Data Collection: Field reps can capture photos, scan barcodes, and record detailed notes during store visits, ensuring accurate and actionable data collection.

• Point-of-Sale Data Integration: Links in-store field activities to point-of-sale data, allowing teams to measure their efforts' direct impact on sales performance in real-time.

• Visit Scheduling and Route Optimization: Managers can set and then optimize routes for their field teams, ensuring no high-priority accounts go unaddressed.

• CRM and ERP Integration: Integrates seamlessly with popular CRM platforms like Salesforce and HubSpot, and ERP systems such as Oracle and SAP, enabling unified data management across departments.

Repsly Pricing

Repsly offers tiered plans tailored for various team sizes and needs, though exact pricing is only available upon request.

• Essentials. Features include:

  • Scheduling

  • Document library

  • Merchandising

  • Territory management

  • Real-time activity feed

  • Time & mileage tracking

  • Basic reporting support

  • Team database

  • API access

• Pro+. Features include everything in Essentials, plus:

  • Sales orders and returns

• Premium. Features include everything in Pro+, plus:

  • Single sign-on

  • Insights dashboards

• Enterprise. Features include everything in Premium, plus:

  • Workforce management

  • Projects

  • Client reporting

Pros of Repsly

• Retail Execution Experts: Repsly specializes in retail execution, excelling in merchandising, shelf compliance, and promotional tracking.

• Advanced Data Collection: Features like photo capture, barcode scanning, and customizable forms allow field reps to collect detailed and actionable data during visits.

• Granular Reporting and Analytics: Provides deep insights into visit history, compliance metrics, and team performance, helping managers make data-driven decisions.

• Point-of-Sale (POS) Data Integration: Links field activities directly to sales data, enabling teams to directly measure the impact of their efforts on revenue.

• Offline Functionality: Offline mode ensures uninterrupted data collection, syncing automatically when connectivity is restored.

Cons of Repsly

• Limited Functionality Outside of Retail or Consumer Packaged Goods: Repsly’s features are tailored to retail and CPG, making it less suitable for other sales motions like B2B or door-to-door sales.

• Pricing Transparency: The absence of transparent pricing may make it harder for smaller or budget-conscious teams to assess affordability upfront.

• Software Learning Curve: The platform’s robust features, such as POS integration and custom reporting, may require significant onboarding and training time for new users.

Repsly Is Best For

• Retail or Consumer Packaged Goods Teams. Suggested industries include:

  • Food and beverage

  • Health and beauty

  • Apparel

  • Consumer electronics

• Field Teams with High Compliance. Teams that must monitor planogram adherence, stock levels, and promotional compliance benefit from Repsly’s data collection tools.

• Large or Global Teams with Distributed Teams. Large, distributed teams benefit from features like offline mode, multi-language support, and detailed analytics, ensuring consistent operations across regions.

Repsly Is NOT Best For

• Door-to-Door Sales Teams. Optimized for pre-scheduled retail visits, Repsly lacks the high-volume tools needed for residential door-to-door campaigns.

• B2B Sales Teams with Complex Sales Processes. While Repsly integrates with CRMs, it lacks the depth of CRM-specific tools for businesses focused on long sales cycles or complex multi-decision-maker deals.

• Industries With No Retail Presence. Teams not working in the retail space will find some of Repsly’s best features going unused.

SalesRabbit Overview

SalesRabbit was founded in 2013 by Brady Anderson, Jeff Lockhart, and Barima Kwarteng. Based out of Lehi, Utah, Salesrabbit has established itself as a leading field sales management platform for door-to-door and direct sales teams. Their goal is to provide tools that address the common challenges of field sales, from lead tracking to territory management, through a suite of nine interconnected applications.

Key Features of SalesRabbit

• Canvassing and Lead Management: SalesRabbit enables teams to efficiently track leads, plan territories, and manage prospects in the field, optimizing time by focusing on high-potential opportunities.

• DataGrid AI - SalesRabbit’s DataGrid AI uses machine learning to identify your ideal customer from thousands of data points. With one click, you can convert them into a lead, automating the qualification process.

• Digital Proposals, Contracts, and E-Sign - Salesrabbit supports the creation of custom contracts and the collection of e-signatures on the go.

• E-Scheduler - Schedule and manage appointments with multiple users with SalesRabbit’s Scheduler tool.

• Leaderboards and Gamification - SalesRabbit’s Amplify application helps teams analyze sales performance and use leaderboards to encourage healthy competition.

• In-App Messaging - Sales representatives can send single or group messages to their teammates in the field through the SalesRabbit application.

SalesRabbit Pricing

Because of SalesRabbit’s availability as nine interconnected applications, the pricing structure offers flexibility with plans and add-ons tailored to team needs. There are three plans, with different features and add-ons available for each.

• Lite: Free

  • Basic lead tracking and route planning features for a single user.

  • No add-ons.

• Team: $195/month (billed annually) for 5 seats; additional seats at $39/user/month.

  • Includes everything in Lite, plus:

  • Team management features such as territory management and rep location tracking.

  • Basic access to Amplify, SalesRabbit’s leaderboard and reporting platform.

  • Add-ons (pricing is /user/month):

    • DataGrid AI ($19)

• Pro: $245/month (billed annually) for 5 seats; additional seats at $49/user/month.

  • Includes everything in Team, plus:

  • Map overlays, customer locators, and scheduling for setters and closers.

  • Expanded Amplify access to include gamification features.

  • SalesRabbit API and integrations.

  • Add-ons (pricing is /user/month):

    • Datagrid AI ($19)

    • Mover Leads ($13)

    • Learn Training Platform ($13)

    • Digital Contracts & E-Sign ($13)

    • Weather Reporting Integration ($19)

    • Solar Proposals and Design (price not disclosed, contact SalesRabbit to learn more)

• Enterprise: Custom pricing; tailored solutions for larger organizations.

  • Includes everything in Pro, plus:

  • Single sign-on, custom SLA, and custom integration requests.

  • Expanded Amplify access to include coaching features and multiple accounts.

  • All add-ons that are available on the Pro plan.

Pros of SalesRabbit

• Comprehensive Feature Set: SalesRabbit combines multiple tools relevant to D2D sales into one platform, including lead tracking, territory management, and digital contracts.

• Ease of Use - Users praise SalesRabbit for its intuitive design, making it easy to navigate and utilize effectively.

Cons of SalesRabbit

• Pricing: SalesRabbit's robust feature set demands a high price. Advanced features like AI-driven lead scoring or digital contracts require additional purchases, potentially increasing overall costs.

• Technical Issues: Some users have reported technical issues with SalesRabbit applications. Mapping glitches can disrupt field planning, and slower load times in high-traffic areas may hinder real-time updates.

SalesRabbit is Best For

• Medium Or Large Door-to-Door Sales Teams. SalesRabbit is well-suited for direct sales businesses in industries like solar energy, pest control, telecommunications, and home security.

• Sales Managers Seeking Visibility: Managers benefit from tools for rep tracking, performance analytics, and gamified goal-setting.

SalesRabbit is NOT Best For

• Small teams or solo sales representatives. Small teams or solo representatives may find SalesRabbit’s paid plans too costly compared to alternatives.

• B2B Businesses. SalesRabbit shines when used for in-person sales situations, which is not usually compatible with the B2B sales motion.

SPOTIO Overview

Founded in 2014 by Trey Gibson, SPOTIO was created to solve the unique challenges faced by field sales teams and their managers.

Based out of Dallas, TX, the SPOTIO platform offers tools for territory management, lead tracking, and sales performance analytics, aiming to enhance productivity and revenue for field sales teams. Since its inception, SPOTIO has grown into a leading platform, serving diverse industries, including solar, medical, telecommunications, and home improvement.

Key Features of SPOTIO

• Activity Tracking: Provides managers with real-time visibility into reps’ activities, ensuring accountability and improving performance.

• Leaderboards: Gamifies the sales process by fostering healthy competition within teams, boosting sales motivation.

• Hybrid Multi-Channel Communication: Automatically captures sales data and supports seamless communication across devices for a unified CRM experience.

• Mapping Capabilities: Includes tools for territory-based mapping, custom filters, and bulk data editing, making it easier to manage large-scale field sales operations.

• Task Automation: With bulk messaging, automatic check-ins, and log prospect interactions in real time, cutting down on admin tasks for your sales team and enabling them to focus on selling.

• Flexible Integrations: SPOTIO offers a wide range of software integrations as well as having “the most flexible API on the market.”

SPOTIO Pricing

SPOTIO pricing plans vary based on team needs and sales strategies. SPOTIO’s pricing is not publicly disclosed, and readers are encouraged to reach out to SPOTIO directly for more information.

• B2C Plan: Contact for Pricing. Features include:

  • Track rep location, activities and emails

  • Map and manage leads

  • Create and manage territories

  • Leaderboards, dashboards, custom reports

  • Calendars and 3rd-party integrations

• B2B Plan: Contact for Pricing. Features include everything in B2C, plus:

  • Create and optimize routes

  • Google Places business data

  • Account management capabilities

• Both plans can include SPOTIO’s Engagement Bundle Add-On. Contact SPOTIO for pricing of this add-on. This bundle comes with:

  • Dedicated phone numbers

  • Embedded calling and text messages

  • Phone activity tracking and reporting

  • Email and SMS templates

  • Automated one-click follow-up sequences (AutoPlays)

Pros of SPOTIO

• Strong Territory Management: Offers highly customizable territory overlays and visualization tools, helping teams avoid overlaps and maximize coverage.

• Activity Tracking for Accountability: Offers different tools for real-time tracking of sales teams, ensuring they stay on track.

• Performance Analytics: Provides detailed insights into rep performance, pipeline management, and overall team productivity, making it a tool for coaching and decision-making.

• Multi-Industry Adaptability: SPOTIO isn’t confined to one industry, supporting both B2C and B2B sales motions.

• Integrations: SPOTIO’s extensive integration options ensure compatibility with major CRMs and other sales tools, streamlining workflows.

Cons of SPOTIO

• Pricing: While pricing is not publicly disclosed, SPOTIO requires a minimum of five users per subscription, which may not suit smaller teams.Implementation fees may be added, increasing the upfront cost.

• Complexity for Simpler Sales Processes: Some teams may find SPOTIO’s suite of features excessive for their needs, and potentially overwhelming.

• Technical Issues: Some users report slow loading times for contact views and occasional connectivity problems, particularly in areas with poor internet access.

SPOTIO is Best For

• Field Sales Teams in Structured Industries. SPOTIO is the best field sales software for structured industries. Teams that work in solar, medical sales, and home improvement can benefit greatly from SPOTIO’s support for scheduled appointments and account management.

• Large Sales Teams. SPOTIO’s tools, such as performance analytics and CRM integration, are best suited for larger teams that need robust features for managing multiple reps and territories.

• Sales Teams Looking For Gamification. Sales teams that want to to boost motivation and sales performance through gamification and leaderboard tools.

SPOTIO is NOT Best For

• Individual Entrepreneurs or Sales Reps. SPOTIO used to offer plans for individuals, but these have since been phased out.

• Teams Without Territory-Based Sales. Industries that don’t rely on geographical territories or door-to-door sales motions will find Spotio’s tools unnecessary.

• Budget-Conscious Teams. Small teams or solo reps may find SPOTIO too costly, given its 5-user minimum and annual payment requirements.

Terros Overview

Initially launched as Statra in 2019 by Adam Cox (Sunrun), Trevor Allred (Amazon), and Brian Labonte (Sunrun), Terros rebranded in 2024 to focus on leveraging AI for door-to-door sales. They sought to leverage their years of experience in app development and door-to-door sales to create a suite of software products to improve canvassing, lead generation, sales rep retention, productivity, and overall sales revenue.

Key Features of Terros

• AI-Generated Tasks: Terros uses artificial intelligence and machine learning to automatically generate 20+ different task types for all leaders in an organization. Tasks are generated hourly and tailored to each user.

• Territory and Area Management: Terros supports the defining and assigning of sales areas, and has support for up-to-date homeowner data as well.

• Skill Reinforcement: In-app skills assessments and video messaging help managers monitor sales performance and provide targeted training resources for reps.

• Analytics and Reporting: Terros tracks dozens of metrics in real-time, with flexible reporting that can filter by teams, users, time period, and more.

Terros Pricing

Pricing is not publicly available for Terros. Businesses can schedule an exploration call with the Terros team to explore custom pricing options tailored to their needs. There is no free version available.

Pros of Terros

• Artificial Intelligence: More than most other pieces of software on this list, Terros integrates machine learning into its application, automating the process of task creation and assignment.

• Bulit for D2D (Specifically Solar): Specifically built for door-to-door sales in the solar panel industry, Terros’s feature set is engineered to support industries reliant on direct selling. Real-time homeowner data, a feature rarely found in other D2D apps, gives solar sales teams a decisive advantage.

• Information Organization: With support for complex team hierarchies and real-time analytics with a flexible views and filters, organizations can stay on top of their information with Terros.

Cons of Terros

• Limited Industry Focus: Terros’s feature set is highly specialized for D2D sales, making it less adaptable for other sales motions.

• Pricing Transparency: Terros does not publicly disclose their plan structures or pricing information. This can stand as a challenge for budget-conscious teams looking for a new software solution.

• Limited User Information and Documentation: Fresh off a rebrand, Terros currently lacks publicly available feature documentation or integration details, making evaluation challenging for prospective users.

Terros Is Best For

• Door-to-Door (D2D) Canvassing and Sales in the Solar Industry. Terros is designed to work for most D2D sales organizations, but the real-time homeowner and property information available within the app lend it most to the solar energy field

• Larger Organizations with Complex Hierarchies. Terros makes it easy to group, sort, and filter your team members, tracking your organizational structure and getting the right information to the right people.

• Performance- and Data-Driven Sales Teams. Terros’ real-time reporting and analytics features make it a great option for teams who base their decision-making on existing sales data.

Terros Is NOT Best For

• Sales Teams Without Outside Sales. Terros is a D2D app through-and-through. Teams that don’t find themselves out in the field and knocking doors will find better options elsewhere.

• Solo Operators or Small Teams. The advanced feature set and support for complex team structures in Terros may be excessive for solo entrepreneurs or small teams.

• Teams Needing Lots of Integrations. Teams reliant on software integrations should confirm compatibility with Terros before committing, as integration capabilities are not publicly documented.

Timeero Overview

Founded in 2019, Timeero is a workforce management solution designed to help businesses with mobile teams efficiently track employee time, location, and mileage. It offers features such as GPS-enabled time tracking, geofencing, mileage logging, and employee scheduling. These tools enable companies to monitor field employees, process payroll accurately, and optimize team operations. While originally for field service teams, Timeero expanded its features to accommodate direct sales representatives by offering scheduling and GPS tracking tailored to mobile teams.Today, Timeero is based out of Chandler, AZ.

Key Features of Timeero

• Time Tracking: Employees can clock in and out via a mobile app, even when offline, ensuring accurate timesheets.

• GPS Location Tracking: Real-time GPS monitoring allows managers to view employee locations and mileage driven during work hours, promoting accountability and efficient dispatching.

• Geofencing: Virtual boundaries can be set around job sites to automate clock-ins and clock-outs, reducing time theft and ensuring employees are at designated locations.

• Employee Scheduling: Managers can use the scheduling tool to assign shifts, notify employees of changes, and ensure coverage for remote job sites.

Timeero Pricing

Timeero offers tiered pricing to accommodate teams of various sizes. Timeero also offers a free trial.

• Basic: $4/user/month. 10 user maximum. Features include:

  • Time tracking

  • GPS tracking

  • Mileage tracking

• Pro: $8/user/month. Unlimited users. Features include everything in Basic, plus:

  • Jobs

  • Integrations

  • Scheduling

  • Geofencing

  • Message blasts

  • Time off calendar

• Premium: $11/user/month. Unlimited users. Features include everything in Pro, plus:

  • Public API

  • Commuter mileage

  • Suggested mileage

  • HIPAA compliance

  • Location addresses

  • Signature support

  • Ability to clock out when GPS is turned off

• Enterprise: Contact for pricing. Unlimited users. Features include everything in Premium, plus:

  • Dedicated account manager

  • Priority customer support

  • Single sign-on

  • Custom implementations

Pros of Timeero

• User Friendliness: Timeero is praised in user reviews for its simplified, easy-to-navigate user interface.

• GPS and Mileage Tracking is Comprehensive: Timeero offers robust GPS-enabled time tracking and mileage logging, which is particularly beneficial for industries whose teams spend a lot of time in the field.

• Flexible Scheduling Options: Timeero allows for customizable scheduling, enabling managers to efficiently plan shifts and manage time-off requests.

• Pricing: Timeero’s affordable and flexible plans make it accessible for small and mid-sized teams.

Cons of Timeero

• Limited Sales-Specific Features: Timeero focuses heavily on workforce management. For canvassing teams that need features like lead form creation, data capture, or route optimization tied to sales performance, Timeero would need additional tools or integrations.

• Static Geofencing: Static geofencing requires manual updates, which may be cumbersome for teams operating in constantly changing territories such as door-to-door sales teams.

• Limited Sales Reporting Insights: Timeero does not have the built-in sales reporting features of its competitors. No insights are offered into sales performance metrics, lead follow-ups, or conversion rates, which are critical for door-to-door teams.

Timeero Is Best For

• Field Service Companies: Businesses that require real-time tracking of field employees, such as construction, landscaping, and maintenance services, can benefit from Timeero's GPS-enabled time tracking and mileage logging features.

• Home Healthcare Providers: Organizations offering in-home care services can utilize Timeero to monitor caregiver locations, manage schedules, and ensure compliance with labor laws, enhancing accountability and operational efficiency.

• Small to Mid-Sized Businesses: Companies seeking an affordable solution for managing mobile workforces will find Timeero's tiered pricing plans suitable for various team sizes and budgets.

Timeero Is NOT Best For

• Door-to-Door Sales Teams: Sales teams requiring specialized tools for lead management, sales tracking, and customer relationship management may find Timeero lacking in these areas, as it does not offer sales-specific functionalities.

• Large Enterprises: Large organizations may require more advanced reporting, integrations, and scalability than Timeero provides.

• Teams Without A Field-Based Motion: Stationary or desk-based teams won’t benefit from Timeero’s mobile-first features like GPS tracking and mileage logging.

What is a canvassing app?

A canvassing app is a tool that enables its users to travel on select routes to promote and idea or sell a product. The typical canvassing motion involves going door-to-door, performing outreach in a given geographical area.

As technology has evolved, various applications have been developed to increase efficiency in canvassing. These apps streamline the canvassing process by providing features like real-time location tracking, lead management, automated follow-ups, performance analytics, and more.

How does it benefit door-to-door sales teams?

In the high-intensity and high-volume world of door-to-door sales, canvassing apps are an invaluable tool.

By using a canvassing app, sales teams can:

• Maximize efficiency by mapping out the best routes and tracking reps in real time.

• Improve lead tracking with detailed notes, contact history, and automated reminders.

• Enhance communication between reps and managers with in-app messaging and activity logs.

• Boost performance using sales gamification, leaderboards, and analytics to measure success.

How do I choose the best canvassing app for my business?

Choosing the right canvassing app depends on your industry, team size, and workflow needs. To get started, you can:

• Define your needs. What does your team need most to be successful? What are the current pain points in your sales process?

• Consider your team size. Team size is one of the most important factors determining the features and pricing needed in a canvassing app.

• Identify fits for your industry. Some canvassing apps are specialized for specific industries. If you are in solar, for example, a canvassing app made by and for solar salesmen would likely have the features you need.

• Test before committing. Most of the canvassing apps outlined above offer a free trial. While on the trial, gather as much feedback from your team as possible before making a final decision.

Are there really canvassing apps specifically designed for industries like solar or home improvement?

Absolutely! We've even outlined some more specialized applications above. Some industry specific tools and features we discussed include:

• Real-time homeowner and property data to qualify leads instantly (e.g., Terros).

• On-site sales proposal generation to speed up the closing process (e.g., Knockio).

• Custom canvassing forms and direct mail integration for localized marketing efforts (e.g., LeadScout).

Do canvassing apps integrate with popular CRM platforms like Salesforce or HubSpot?

Yes! Most canvassing apps offer native integrations with a host of major CRM platforms. Integrations that come up frequently include:

• Salesforce

• HubSpot

• Zoho CRM

• Pipedrive

• GHL (Go High Level)

Some allow for even greater flexibility through integration with Zapier, opening the door to thousands of automations. However, some apps only offer their API or integrations at certain pricing tiers.

How does pricing typically work for canvassing apps? Are there affordable options for small teams?

Most canvassing apps follow one of three pricing models:

1. Per-user pricing – Common in apps like Spotio and Knockio, where teams pay a set price per user each month.

2. Flat-rate pricing – Found in apps like Ecanvasser, which charge a flat fee for unlimited users but tiered by contact volume.

3. Custom enterprise pricing – Higher-end solutions like Terros and SalesRabbit offer tailored pricing for large organizations.

For small teams, affordable options include:

• LeadScout ($39/month for solo users) – Great for home improvement businesses.

• Knockio ($15/user/month) – Budget-friendly with key canvassing tools.

• Ecanvasser ($83/month for unlimited users) – Best for political and advocacy canvassing.

If budget is a concern, look for free trials, starter plans, or monthly billing options before committing.

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