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inSitu Sales Logo

Field sales, distribution and e-commerce management tool

Last updated: December 2023

inSitu Sales Reviews

Overall rating

4.4

/5

28

Rating criteria

  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.65/10

Reviews by rating

Suggested alternatives

netsuite

Pros and cons

This is the best most affordable solution we found to integrate Quick Books into our field sales and invoicing.
The Insitu techincal support team are great. They work extremely hard to constantly improve their product with stronger features and functionality.
Simple and intuitive with a robust online backend. Integration with Quick Books is wonderful.
There were some issues occasionally with invoices failing to import into quickbooks and we needed to look out for that.
Horrible Customer service and app had many flaws.
Using groups in QuickBooks makes the inventory management system useless.
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28 reviews

Recommended

AR
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Amber R.

Cosmetics, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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BEST OPTION FOR OUTSIDE SALES REP

Reviewed a year ago

It's been an absolute game changer allowing us to move this business from an outdated, unorganized process into a modern and streamline system with much better communication between office and reps. I have never had such good customer service as we have had with Steven. It's stellar!

Pros

It syncs perfectly with Quickbooks so our outside sales reps can easily see inventory. Steven has been the absolute best with customer service, onboarding and even follow up long after his initial job is completed!

Cons

If an order is placed in house, it sometimes doesn't sync with the reps app so doesn't show accurate balance for customer's account.

JS
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Juan S.

Consumer Goods, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Horrible Experience!

Reviewed a year ago

Initially, everything was okay, but as we started using their system and finding issues, it became apparent that they did not have their house in order, nor did they have a reliable system. Most of the so-called features of the product do no work or have issues

Pros

Lots of promises from InSitu. No real solutions.

Cons

Their team does not accept any responsibility for their flawed system. They do not live up to their promises. OVERPROMISE, UNDERDELIVER

HL
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Howard L.

Tobacco, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Great software but it has it's downfalls

Reviewed a year ago

InSitu Sales enables me to focus on higher level priorities while knowing that the fulfillment side of the house is receiving orders seamlessly. Long gone are the days of receiving an order in an email and having to stop to enter the order into QuickBooks. I know that my team will receive an email from InSitu once the order has been placed so that the transaction can be realized, in some cases, on the same day.

Pros

InSitu Sales enables my field reps to enter their orders at any hour of the day with confidence that the office will have the order ready for fulfillment within the next business day.

Cons

Using groups in QuickBooks makes the inventory management system useless

Vendor response

Dear Howard, Thank you so much for your business and the wonderful review. We strive to make sure all our customers are well taken care of. We hope to hear from you again soon. inSitu Sales Team

TB
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Tomas B.

Wholesale, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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InsituSales User

Reviewed a year ago

It solve us the way of placing orders from customers to us. Our salesforce has the tools for selling products efficiently and to see all the information from customers.

Pros

Easy of use and integration with QB. The InsituSales support and staff are always available to solve issues and make changes when needed.

Cons

Nothing at all, we are very satisfied with them

Vendor response

Dear Tomas, Thank you so much for your business and the wonderful review. We strive to make sure all our customers are well taken care of. We hope to hear from you again soon. inSitu Sales Team

CR
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Cherokee R.

Food & Beverages, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Very happy with this software!

Reviewed a year ago

I would highly recommend (and have already) this software for a company that requires multiple department communication and accessibility for sales transactions.

Pros

As a self distributing micro brewery, there are many functions to executing the sale and delivery of our products to customers. Before we started with Insitu, we were utilizing approximately 3 different platforms to perform one transaction for our sales team. InSitu has helped increase our sales team efficiency and daily workflow with having everything we need in one place.

Cons

There are a few hiccups in the software that we have experienced, however the InSitu customer service has been impeccable with resolving our issues. [sensitive content hidden] is a great resource for us to have communication with and works diligently to respond to our questions and navigation when we do come across an issue.

Vendor response

Dear Cherokee, Thank you so much for your business and the wonderful review. We strive to make sure all our customers are well taken care of. We hope to hear from you again soon. inSitu Sales Team

MP
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Miguel P.

Food & Beverages, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great for our use

Reviewed a year ago
Pros

Very easy to implement and use with the automatic quickbooks sync and update functions, we only need to worry about keeping 1 software updated and insitu pulls the info from quickbooks.

Cons

The UI aesthetics could use some work, as well as some further filtering when ordering products such as expiration dates & lot numbers.

Vendor response

Dear Miguel, Thank you so much for your business and the wonderful review. We strive to make sure all our customers are well taken care of. We hope to hear from you again soon. inSitu Sales Team

JM
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Joseph M.

Food & Beverages, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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We are happy with the Software

Reviewed a year ago

Happy

Pros

We use this everyday on our routes it helps us by saving a lot of time we have the sales go directly into our bookkeeping software so simple now

Cons

We don't have any cons and honestly i don't think anything needs to be improved

Vendor response

Dear Joseph, Thank you so much for your business and the wonderful review. We strive to make sure all our customers are well taken care of. We hope to hear from you again soon. inSitu Sales Team

MD
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Mike D.

Wholesale, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Horrible Customer service and app had many flaws.

Reviewed a year ago

No support and false advertising of app capabilities.

Pros

Only the invoicing can be added departments.

Cons

It is truly an app that needs a lot of fixes and through the years has been a frustrating experience to get to point A to point B in a lap of 4 years still working on the same flaws with no accurate resolutions.

WM
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Walter M.

Food & Beverages, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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All the power you need for an affordable price!

Reviewed a year ago

This is the best most affordable solution we found to integrate Quick Books into our field sales and invoicing.

Pros

Easy field invoicing. Simple and intuitive with a robust online backend. Integration with Quick Books is wonderful!

Cons

Occasional glitches that normally get resolved quickly via online chat.

Vendor response

Dear Walter, Thank you so much for your business and the wonderful review. We strive to make sure all our customers are well taken care of. We hope to hear from you again soon. inSitu Sales Team

JJ
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Juan Jose P.

Food Production, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Very good application for field sales

Reviewed a year ago

Very good

Pros

Quickbooks connectivity is very good and efficient

Cons

Implementation time of printing formats in Zebra printers

Vendor response

Dear Juan Jose, Thank you so much for your business and the wonderful review. We strive to make sure all our customers are well taken care of. We hope to hear from you again soon. inSitu Sales Team

JS
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Jacob S.

Wholesale, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Overall good app

Reviewed a year ago

Good product and has saved us countless hours in data entry. Also it eliminates in mathematical errors when my sales reps are creating invoices.

Pros

The best thing for our business is it’s integration with quickbooks desktop. It saves us probably 50 hours or more a month in data entry

Cons

There are some bugs with the integration and also it does not handle credits or tax very well when integrating with quickbooks.

Vendor response

Hi Jacob, We should be able to do something about the tax and credits issue, can you please send us an email to support@insitusales.com with more details? you can also chat at www.insitusales.com thanks

VL
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Valentina L.

Wholesale, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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It is very easy to use

Reviewed a year ago

Is an excellent platform. Easy to use

Pros

It is very easy to use, both for clients and administrators. When I have a problem with something, customer service helps me quickly.

Cons

Sometimes have problem sac with quickbooks

Vendor response

Dear Valentina, Thank you so much for your business and the wonderful review. We strive to make sure all our customers are well taken care of. We hope to hear from you again soon. inSitu Sales Team

EK
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Ekin K.

Wholesale, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great solution for starters

Reviewed a year ago

InSitu provided us a great comfort to setup b2b sales web site, track sales and communicate with customers.

Pros

Customer service is outstanding. We are a multi-continent company that uses many different time zones. No matter when i have a question or stuck at some point live help was there to solve it out.

Cons

More customization options for the b2b web site would be cool. As they consantly improve, more features will be available I believe.

Vendor response

Dear Ekin, Thank you so much for your business and the wonderful review. We strive to make sure all our customers are well taken care of. We hope to see and hear from you again soon. inSitu Sales Team

MO
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Mohamed O.

Wholesale, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Excellent PABLO ALWAYS HELPFUL AND ATTENTIVE

Reviewed 2 years ago

Good

Pros

The close assistance very good attention to the customer

Cons

Easy to use and easy to get around it really helpful

FD
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Francesco D.

Food & Beverages, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Amazing Software and customer service

Reviewed 3 years ago
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

MD
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Mohamed D.

Food & Beverages, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Easy to use, but no support.

Reviewed 3 years ago

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.

Vendor response

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 support@insitusales.com 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

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Verified reviewer

Wholesale, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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inSitu Sales Review

Reviewed 5 years ago

I love it! 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.

Aw
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Aaron w.

Wholesale, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great product

Reviewed 5 years ago

happy

Pros

We used to have to re input the orders into quickbooks, now the sales reps put them in their selves.

Cons

fine.

KM
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Ken M.

Medical Devices, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent Product for Field Sales and B2B Ecommerce!!!

Reviewed 5 years ago

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.

OR
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Oscar R.

Wholesale, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed 5 years ago

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.

AK
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ALISHA K.

Construction, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

InSitu

Reviewed 5 years ago
Pros

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

Cons

Several needed updates cause hiccups in our daily routine

AA
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Ahmad A.

Consumer Electronics, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Insitu sales your best choice for on the road invoicing

Reviewed 5 years ago

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

MS
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Miriam S.

Wholesale, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Great offline software

Reviewed 5 years ago

Very friendly and helpful customer service.

Pros

My salespeople needed a software that works offline and can be uploaded at a later date. 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. This is an easy to use system that can be used for the salesperson on the go anytime, anywhere.

Cons

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

JB
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Jim B.

Pharmaceuticals, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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InsituSales saved my business

Reviewed 5 years ago

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.

DP
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Douglas P.

Retail, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A must have, for mobile account management.

Reviewed 5 years ago

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.