About inSitu Sales
inSitu Sales is a cloud-based field sales, distribution and eCommerce management solution designed to help small to medium businesses manage and streamline processes for order taking, invoicing, and payments. With real-time data and GPS tracking functionality, it allows enterprises to closely monitor operations and communicate with field representatives, with the aim of improving operational efficiency.
Key features of inSitu Sales include billing, mobile payment processing, cataloging, routing and territory management. It enables sales teams to use the native mobile applications or eCommerce portal to create sales orders, estimates, and invoices in the field based on product information and pricing details provided by businesses. The platform comes with a communication module, which lets users create questionnaires or forms and add custom fields for text, photos and captured signatures in them. Enterprises can use the reporting functionality to generate surveys and reports after a complete analysis of inventory, marketing, sales, and delivery route data gathered on field tasks.
inSitu Sales facilitates integration with several third-party applications such as QuickBooks, Microsoft Excel, FreshBooks, SAP, and Xero. It provides native mobile applications for Android and iPhone devices for users to remotely upload content, which is then transferred to the server once internet is available.
Key benefits of inSitu Sales
Whether you have reps in the field placing orders or drivers delivering your products, inSitu Sales gives them seamless and secure access to the data they need. Access inventory, custom pricing, print receipts and capture signatures. With your customer’s purchase history information, drive better sales and negotiations. With online and offline capabilities, inSitu Sales empowers your reps and drivers with the best tool for sales and delivery.
Devices
Business size
Markets
Supported Languages
Images
Features
Total features of inSitu Sales: 61
- Accounting Integration
- Alerts/Notifications
- Backorder Management
- Barcode / Ticket Scanning
- Barcode Recognition
- Billing & Invoicing
- Billing Portal
- Cataloging/Categorization
- Credit Card Management
- Credit Card Processing
- Customer Activity Tracking
- Customer Database
- Customer History
- Customizable Forms
- Customizable Invoices
- Customizable Questions
- Delivery Tracking
- Distribution Management
- Electronic Payments
- Electronic Signature
- Email Distribution
- Email Management Software
- Estimating
- Field Sales Management
- GPS
- Inventory Management Software
- Inventory Tracking
- Invoice Creation
- Invoice History
- Mobile Access
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Online Invoicing
- Online Payments
- Order Entry Software
- Order Fulfillment Software
- Order Management Software
- Order Tracking
- Payment Processing Software
- Price / Margin Management
- Product Catalog
- Proposal Generation
- QuickBooks Integration
- Quotes/Estimates
- Real Time Analytics
- Real Time Data
- Real Time Order Entry
- Reporting/Analytics
- Returns Management
- Route Management
- Route Optimization
- Sales Activity Management
- Sales Forecasting Software
- Sales Orders
- Shipping Management
- Special Order Management
- Territory Management
- Third Party Integrations
- Warehouse Management Software
- eCommerce Management
Alternatives
Odoo
QuickBooks Desktop Enterprise
ServiceWorks
Cin7
Reviews
Already have inSitu Sales?
Software buyers need your help! Product reviews help the rest of us make great decisions.
Write a Review!- Industry: Retail
- Company size: 2-10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
A must have, for mobile account management.
Reviewed on 2019-05-22
InSitu Sales offers an outstanding software at a great price. The customer service is outstanding!...
InSitu Sales offers an outstanding software at a great price. The customer service is outstanding! We run and organize most aspects of our business from mobile billing, account info, routing, sales history and have it all sync with QuickBooks. After our old software was no longer being supported, the switch to InSitu Sales has helped to make us more efficient while providing the customer a detailed, professional invoice.
Pros
The customer service is outstanding! [SENSITIVE CONTENT HIDDEN] and his team truly care about making sure the software is doing exactly what you need it to do. The ability to customize certain aspects to work with the way we do business. The affordability of this software simply can't be beat.
Cons
The time to make certain changes in the software can be lengthy. Need more personal training on how to use new features in the system.
- Industry: Pharmaceuticals
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
InsituSales saved my business
Reviewed on 2019-05-22
I was using a different product before that was designed for use on a PDA which was really a great...
I was using a different product before that was designed for use on a PDA which was really a great product before Microsoft went to Windows 7. The developer decided to stop supporting it and I was left with nothing to do but start searching for a new product. I looked at a few things but they were all too expensive. Then I discovered InsituSales and thought I would give it a try.
Man am I glad I did.
At first there were some issues, but they were always there for me and whenever I asked them to add a feature or just show me how to do something they were on it.
Pros
Ease of everything. Customer service is very good. Price is Right.
Cons
I guess learning how to use it in the beginning, but once I got started it was a pleasure.
- Industry: Wholesale
- Company size: 11-50 Employees
- Used Weekly for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 6.0 /10
Overall positive
Reviewed on 2019-06-05
Pros
Easy to use
Customizable
Have a lot of options
Cons
You need to have good tablet (high processor) to keep buffering time down. We have over 3000 items and with the tablet we were using it was slow.
Response from inSitu Mobile Software
Thanks for the feedback.
Let me also address the performance comment. Large item lists requires more powerful tablets or smartphones. In the Android ecosystem is a bit more difficult but something with more than 3GB of RAM should work. In iOS devices the new iPads, iPhones (2018+) and iPad mini (2019) would be a good choice. Moreover, other factors such us multiple warehouse locations and price lists can slow the performance but with a powerful device should be ok.
Thanks again!
- Industry: Wholesale
- Company size: 11-50 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Great app, save us a lot of working time!!!
Reviewed on 2019-05-23
Same a lot of working time entering the sales orders.
Improve our sales and the relation with our...
Same a lot of working time entering the sales orders.
Improve our sales and the relation with our customers.
Able to organize better our sales catalogs.
Pros
Easy to use, and implement.
Very responsive customer service.
Help us to customize our company needs.
Communication in English and Spanish.
Reasonable monthly fee.
Cons
Need more features, but they update and improve the app constantly.
- Industry: Medical Devices
- Company size: 11-50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Excellent Product for Field Sales and B2B Ecommerce!!!
Reviewed on 2019-05-23
We've just gotten started but already it has provided our field sales people with so much...
We've just gotten started but already it has provided our field sales people with so much information at their finger tips and allows them to quickly respond to our customers questions.
Pros
This product does so many things for field sales people and does them well! It serves as a quoting, order taking, B2B ecommerce and even CRM tool. Synchronizes our field sales activities with our website and our inside office accounting software. The Insitu techincal support team are great! They work extremely hard to constantly improve their product with stronger features and functionality. We plan to continue to migrate all of our company divisions onto this system.
Cons
There are a few "bugs" but the Insitu team work tirelessly to fix them.
inSitu Sales FAQs
Below are some frequently asked questions for inSitu Sales.Q. What type of pricing plans does inSitu Sales offer?
inSitu Sales offers the following pricing plans:
- Starting from: US$24.99/month
- Pricing model: Subscription
- Free Trial: Available
Pricing is available on monthly and annual subscriptions for the mobile application and B2B eCommerce portal. Starts at $24.99/month/user for the mobile application and $79.99/month for the B2B eCommerce portal. Save on your subscription cost when you purchase annually!
Q. What are the main features of inSitu Sales?
We do not have any information about inSitu Sales features
Q. Who are the typical users of inSitu Sales?
inSitu Sales has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500
Q. What languages does inSitu Sales support?
inSitu Sales supports the following languages:
English, Spanish
Q. Does inSitu Sales support mobile devices?
inSitu Sales supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does inSitu Sales integrate with?
inSitu Sales integrates with the following applications:
Authorize.Net, FreshBooks, Microsoft Excel, QuickBooks Online Advanced, SAP Business One, Stripe, Xero
Q. What level of support does inSitu Sales offer?
inSitu Sales offers the following support options:
Email/Help Desk, Phone Support, 24/7 (Live rep), Chat
Related categories
See all software categories found for inSitu Sales.
