Frequently asked questions
SweetSpot is a field sales management platform that gives managers real-time visibility into their team's day, while making reps' jobs easier with AI-powered automation. Plan visits, track deals, log activities by voice, and generate proposals -- all from your phone.
AleX is the AI assistant built into SweetSpot. You talk to it (by voice or text) and it logs activities, creates leads, generates proposals, and plans your day. It understands natural language, so you say "Log a call with Acme, discussed pricing, follow up Friday" and it does the rest.
No. SweetSpot sits alongside your CRM and syncs the field activity your CRM doesn't capture well today. Your CRM is your system of record. SweetSpot is how you see the field in real time.
No. Many teams run entirely on SweetSpot until they're ready for a CRM. You get pipeline management, deal tracking, and field visibility out of the box.
Yes, and that's by design. SweetSpot makes what they log there more accurate, not optional. Field activity flows from SweetSpot into your CRM automatically on Enterprise plans.
Voice input, automatic visit tracking, AI proposals, and a live manager dashboard. No manual consolidation. Your team logs their day by talking; you see it in real time.
The manager dashboard shows team health at a glance: coverage percentage, visits completed, plan adherence, and what needs attention. You can drill into any rep's activity to see their completion rate, check-in accuracy, and deal progress.
When a rep checks in to a visit, GPS confirms they're within a configurable radius of the account's address. Managers see check-in patterns in the dashboard. You choose the strictness level per team.
30 days. Full access to all features. No credit card required to start.
Learn more →After 30 days, add a payment method to continue on your chosen plan. No surprise charges. If you don't add payment, your account becomes read-only. Your data is safe.
Yes. You can upgrade or downgrade anytime, completely self-serve. Upgrades take effect immediately. Downgrades apply at the end of your billing period.
Yes. Annual billing saves 10%. Starter drops from $8 to $7.20/user/month, and Professional from $15 to $13.50/user/month.
Learn more →Professional plans can purchase AI credit bundles for the whole organization. Credits never expire. Buy them from within the app, charged to your card on file.
Every interaction with AleX uses tokens. Roughly, a voice log or chat message uses 500 to 2,000 tokens depending on length. Your plan includes a monthly budget that resets each billing cycle. You can see your usage in Settings.
Your data is stored on Azure cloud infrastructure with encryption at rest and in transit. Each tenant's data is fully isolated.
Learn more →Yes. All data is encrypted at rest using AES-256 and in transit using TLS 1.2+. API keys are hashed. Passwords use bcrypt.
Learn more →SSO with SAML 2.0 (Azure AD, Okta, Google Workspace) is available on the Enterprise plan.
Learn more →Starter supports up to 20 users, Professional up to 50, and Enterprise up to 500. During the 30-day trial, you can add up to 10 users. Need more? Contact sales.
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