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.
Pricing starting from:
US$34.99/month
- Free Version
- Free Trial
- Subscription
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.
Business size
Deployment
- Cloud-based
- On-premise
Markets
Canada, Colombia, United Kingdom, Mexico, Puerto Rico, United States and 1 others
Supported Languages
English, Spanish
Pricing starting from:
US$34.99/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of inSitu Sales: 54
Alternatives
Pepperi
Odoo
Zoho Invoice
Kibo eCommerce
Reviews
Already have inSitu Sales?
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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: Food & Beverages
- Company size: 11-50 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 6.0 /10
Easy to use, but no support.
Reviewed on 2021-12-07
Overall experience is acceptable.
Overall experience is acceptable.
Pros
Very easy to use especially the mobile app. Any sales rep could use it without lots of training. The mobile app is very user friendly, all the icons are big and bold. Also, it does not to be connected all the time to the internet. You can use it offline, once connected to the internet, the app will sync with the server. Unlike Odoo, if not online or it has poor network connection you cannot bill a customer.
Cons
Invoice does not print properly, it does not give you the total number of items billed. Name of the customer does not print on the invoice, and you cannot customize anything. Support not responding neither on emails nor on phone calls. It does not have an automatic integration with Odoo.
Alternatives Considered
OdooReasons for Switching to inSitu Sales
Yes, I tried many times to use Odoo for billing as we are using it for our accounting. Odoo's billing was extremely complicated. I had to switch to Instusales.Response from inSitu Mobile Software
Hi Mohamed, we do allow the option to modify the template. Here is a tutorial, if we dont have a field supported you can definitely request it to [email protected] or via chat. Please send us your company name so we can coordinate and fix the printer template.
Tutorial: https://insitusales.zendesk.com/hc/en-us/articles/204624544-How-to-customize-your-PDF-and-Thermal-Printer-Template
- Industry: Food & Beverages
- Company size: 11-50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Amazing Software and customer service
Reviewed on 2021-12-09
Pros
What I like about the inSitu Sales is all the features that comes with it's literally endless we discover new ones every day, their staff is top-notch and always ready to help, also very knowledgable on the platform and they respond immediately with any situation we may have
Cons
None so far It has everything we need a more
Alternatives Considered
PepperiReasons for Choosing inSitu Sales
Handshake got bought from Shopify and they changed it into a different productReasons for Switching to inSitu Sales
All the features that comes with it- 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.
Alternatives Considered
PepperiReasons for Switching to inSitu Sales
Very responsive customer service and reasonable price.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$34.99/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 $34.99/month/user for the mobile application, $129.99/month for the B2B eCommerce portal and $59.99 for our Sales Analytics module. Save on your subscription cost when you purchase annually!
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
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