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.

Devices

Business size

S M L

Markets

Canada, Colombia, United Kingdom, Mexico, Puerto Rico, United States

Supported Languages

English, Spanish

Pricing starting from:

US$34.99/month

  • Free Version
  • Free Trial
  • Subscription

Images

inSitu Sales Software - inSitu Sales: capture signatures and print invoices
inSitu Sales Software - inSitu Sales: Create customer profiles to immediately begin coordinating route optimization, GPS tracking, price management (custom lists or volume discounts), and integrate them automatically into billing.
inSitu Sales Software - inSitu Sales: Utilize custom built digital catalogs on either our B2B eCommerce portal, or mobile field sales app.
inSitu Sales Software - inSitu Sales: manage inventory, price lists and product images
inSitu Sales Software - inSitu Sales: Route optimization software can coordinate both time and cost effective routes for your fleet of sales reps and drivers.
inSitu Sales Software - inSitu Sales: Allow field reps to handle mobile invoicing and payment processing, and managers to optimize routes, track, and create customer lists.
inSitu Sales Software - inSitu Sales: integration with QuickBooks to facilitate invoicing
inSitu Sales Software - inSitu Sales: Real time gps tracking for your field sales reps and drivers. Follow their routes and which warehouses they will be stopping at.
inSitu Sales Software - 9
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inSitu Sales video
inSitu Sales Software - inSitu Sales: capture signatures and print invoices inSitu Sales Software - inSitu Sales: Create customer profiles to immediately begin coordinating route optimization, GPS tracking, price management (custom lists or volume discounts), and integrate them automatically into billing. inSitu Sales Software - inSitu Sales: Utilize custom built digital catalogs on either our B2B eCommerce portal, or mobile field sales app. inSitu Sales Software - inSitu Sales: manage inventory, price lists and product images inSitu Sales Software - inSitu Sales: Route optimization software can coordinate both time and cost effective routes for your fleet of sales reps and drivers. inSitu Sales Software - inSitu Sales: Allow field reps to handle mobile invoicing and payment processing, and managers to optimize routes, track, and create customer lists. inSitu Sales Software - inSitu Sales: integration with QuickBooks to facilitate invoicing inSitu Sales Software - inSitu Sales: Real time gps tracking for your field sales reps and drivers. Follow their routes and which warehouses they will be stopping at. inSitu Sales Software - 9

Features

Total features of inSitu Sales: 53

  • Accounting Integration
  • Alerts/Notifications
  • Backorder Management
  • Barcode / Ticket Scanning
  • Barcode Recognition
  • Billing & Invoicing
  • Billing Portal
  • Cataloging/Categorization
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customizable Invoices
  • Delivery Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management Software
  • Estimating
  • Field Sales Management
  • GPS
  • Inventory Management Software
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Mobile Access
  • Mobile Payments
  • 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
  • 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

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QuickBooks Desktop Enterprise

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Reviews

Overall rating

4.7 /5
(12)
Value for Money
4.8/5
Features
4.3/5
Ease of Use
4.4/5
Customer Support Software
4.6/5

Already have inSitu Sales?

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Showing 5 reviews of 12
Douglas P.
Overall rating
  • 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.

Jim B.
Overall rating
  • 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.

Waqas K.
Overall rating
  • 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!

Oscar R.
Overall rating
  • 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

Pepperi and Handshake

Reasons for Switching to inSitu Sales

Very responsive customer service and reasonable price.
Ken M.
Overall rating
  • 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 informatio...

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.

Showing 5 reviews of 12 Read all reviews

inSitu Sales FAQs

Below are some frequently asked questions for inSitu Sales.

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!

inSitu Sales has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500

inSitu Sales supports the following languages:

English, Spanish

inSitu Sales supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

inSitu Sales integrates with the following applications:

Authorize.Net, FreshBooks, Microsoft Excel, QuickBooks Online Advanced, SAP Business One, Stripe, Xero

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.