inSitu Sales Features

inSitu Sales

Field sales, distribution and e-commerce management tool

4.67/5 (12 reviews)

inSitu Sales Feature Summary

  • B2B eCommerce Portal
  • Built-In Barcode Scanner
  • Enhanced Analytics
  • Mobile Payment Processing
  • Price Lists
  • Sales Rep Performance Tracking
  • Territory Management
  • Works With QuickBooks
  • Works With SAP B1
  • Works With Xero

Competitor Feature Comparison

API
Barcode Scanning
Barcode Support
Billing & Invoicing
Budget Control
Calendar Management
Catalog Management
Chat
Collaboration Tools
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Activity Reporting
Customer History
Customizable Questions
Customizable Templates
Data Import
Data Import/Export
Delivery Tracking
Distribution Management
Document Storage
Electronic Payments
Electronic Signature Capture
Email Distribution
Email Integration
Email Notifications
Estimating
GPS
Inventory Management
Inventory Tracking
Mobile Signature Capture
Monitoring
Planning Tools
Price Management
Process Control
Product Catalog
QuickBooks Integration
Real Time Analytics
Real Time Data
Retail Inventory Management
Route Management
Route Optimization
Sales Orders
Territory Management
Third Party Integration
eCommerce Management
Visit WebsiteCompare App
API
Barcode Scanning
Barcode Support
Billing & Invoicing
Budget Control
Calendar Management
Catalog Management
Chat
Collaboration Tools
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Activity Reporting
Customer History
Customizable Questions
Customizable Templates
Data Import
Data Import/Export
Delivery Tracking
Distribution Management
Document Storage
Electronic Payments
Electronic Signature Capture
Email Distribution
Email Integration
Email Notifications
Estimating
GPS
Inventory Management
Inventory Tracking
Mobile Signature Capture
Monitoring
Planning Tools
Price Management
Process Control
Product Catalog
QuickBooks Integration
Real Time Analytics
Real Time Data
Retail Inventory Management
Route Management
Route Optimization
Sales Orders
Territory Management
Third Party Integration
eCommerce Management
Visit WebsiteCompare App
API
Barcode Scanning
Barcode Support
Billing & Invoicing
Budget Control
Calendar Management
Catalog Management
Chat
Collaboration Tools
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Activity Reporting
Customer History
Customizable Questions
Customizable Templates
Data Import
Data Import/Export
Delivery Tracking
Distribution Management
Document Storage
Electronic Payments
Electronic Signature Capture
Email Distribution
Email Integration
Email Notifications
Estimating
GPS
Inventory Management
Inventory Tracking
Mobile Signature Capture
Monitoring
Planning Tools
Price Management
Process Control
Product Catalog
QuickBooks Integration
Real Time Analytics
Real Time Data
Retail Inventory Management
Route Management
Route Optimization
Sales Orders
Territory Management
Third Party Integration
eCommerce Management
Visit WebsiteCompare App

Mobile apps

iOS App


154 reviews

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


35 reviews

inSitu Sales Feature Reviews

11 reviewers had the following to say about inSitu Sales's features:

Barry Do

Fast and Reliable product

2020-11-25

Pros

It the best sale management monitor and generate sales.

Cons

It took some time to input and connect all the database.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Ken Morris

Excellent Product for Field Sales and B2B Ecommerce!!!

2019-05-23

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

It serves as a quoting, order taking, B2B ecommerce and even CRM tool.

Cons

There are a few "bugs" but the Insitu team work tirelessly to fix them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Wholesale company, 1-10 employees)

Addressed most of our needs

2019-05-24

Pros

- Very customizable - Easy for end level user

Cons

- Might be complicated to setup - Customer service could be faster

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Waqas Khan

Overall positive

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

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!

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Oscar Rodriguez

Great app, save us a lot of working time!!!

2019-05-23

Able to organize better our sales catalogs.

Pros

Easy to use, and implement.

Cons

Need more features, but they update and improve the app constantly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Miriam Seitler

Great offline software

2019-05-22

Very friendly and helpful customer service.

Pros

As they frequently travel they do not always have internet access and making a client wait for spotty internet to kick it was unprofessional and annoying.

Cons

There were some issues occasionally with invoices failing to import into quickbooks and we needed to look out for that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
ALISHA KING

InSitu

2019-05-22

Pros

Easily integrates into QB, customer service is always willing to help.

Cons

Several needed updates cause hiccups in our daily routine

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Jim Brown

InsituSales saved my business

2019-05-22

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Douglas Pollack - Accurate First Aid Services

A must have, for mobile account management.

2019-05-22

We run and organize most aspects of our business from mobile billing, account info, routing, sales history and have it all sync with QuickBooks.

Pros

[SENSITIVE CONTENT HIDDEN] and his team truly care about making sure the software is doing exactly what you need it to do.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Wholesale company, 11-50 employees)

inSitu Sales Review

2019-05-29

It made our lives so much easier.

Pros

The software is user friendly and easy to use.

Cons

The app is better with with ios (iphone). The android version is not the same.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ahmad ABURIALEH

Insitu sales your best choice for on the road invoicing

2019-05-22

I am using it to maje invoices and track my sales ,inventory, profits, customer service,and organizing customer visits

Pros

Very easy to use Synch with Quickbooks Has so many useful features in luding routing and customers geolocation

Cons

Every aspect of the app is good ,i have no complains

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more