Audience
DSD Sales, Outside Sales, Field Sales, B2B Distributors, Wholesalers, Manufactures,
About inSitu Sales
Insitu Sales is a company that specializes in providing innovative sales solutions for businesses in the wholesale, distribution, and manufacturing industries.
inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel).
Insitu Sales offers B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform.
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Pricing
Starting Price:
$34.99/month/user
Pricing Details:
Discounts Available With Annual Billing
Free Trial:
Free Trial available.
Integrations
Company Information
inSitu Sales
Founded: 2017
United States
www.insitusales.com
Videos and Screen Captures
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Product Details
Platforms Supported
iPhone
iPad
Android
Training
Documentation
Live Online
Videos
Support
Phone Support
24/7 Live Support
Online
inSitu Sales Frequently Asked Questions
inSitu Sales Product Features
Billing and Invoicing
Billing Portal
Supported
Contact Database
Supported
Customer Portal
Supported
Customizable Invoices
Supported
Invoice History
Supported
Mobile Payments
Supported
Online Invoicing
Supported
Online Payments
Supported
Payment Processing
Supported
Contingency Billing
Not Supported
Dunning Management
Not Supported
Hourly Billing
Not Supported
Multi-Currency
Not Supported
Project Billing
Not Supported
Recurring/Subscription Billing
Not Supported
Service Ticket Billing
Not Supported
Tax Calculator
Not Supported
Field Sales
Fast Estimates
Supported
Inventory Management
Supported
Invoices
Supported
Online Payments
Supported
Order Management
Supported
Quoting
Supported
Reporting / Analytics
Supported
Route Optimization
Supported
Territory Management
Supported
Time Tracker
Supported
Activity Tracking
Not Supported
CRM
Not Supported
Channel Management
Not Supported
Collaboration Tools
Not Supported
Controlled Access
Not Supported
Dashboard Management
Not Supported
Expense Management
Not Supported
Lead / Opportunity Management
Not Supported
Visit Scheduling
Not Supported
Workflow Management
Not Supported
Field Service Management
Billing & Invoicing
Supported
Contact Database
Supported
Customer Database
Supported
Dispatch Management
Supported
Electronic Signature
Supported
Inventory Management
Supported
Mobile Access
Supported
Payment Collection in the Field
Supported
Quotes / Estimates
Supported
Routing
Supported
Time Clock
Supported
Contract Management
Not Supported
Scheduling
Not Supported
Service History Tracking
Not Supported
Work Order Management
Not Supported
Order Entry
Back Order Management
Supported
Customer Database
Supported
Inventory Management
Supported
Order Fulfillment
Supported
Order Management
Supported
Real Time Order Entry
Supported
Remote Order Entry
Supported
Shipping Management
Supported
Warehouse Management
Supported
Sales Force Automation
Contact Management
Supported
Contract Management
Supported
Customer Database
Supported
Field Sales Management
Supported
Performance Metrics
Supported
Proposal Generation
Supported
Territory Management
Supported
Call Management
Not Supported
Campaign Management
Not Supported
Channel Management
Not Supported
Commission Management
Not Supported
Email Marketing
Not Supported
Lead Management
Not Supported
Opportunity Management
Not Supported
Referral Tracking
Not Supported
Sales Forecasting
Not Supported
Tradesman Job Management
Invoicing
Supported
Payments
Supported
Quoting
Supported
Contract Management
Not Supported
Customer Database
Not Supported
Dispatch Management
Not Supported
For Builders
Not Supported
For Electricians
Not Supported
For Field Service Businesses
Not Supported
For HVAC
Not Supported
For Plumbers
Not Supported
For Roofers
Not Supported
Job Tracking
Not Supported
Reporting
Not Supported
Scheduling
Not Supported
Time Tracking
Not Supported
