inSitu Sales 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

inSitu Sales

4.4

(31)

Pricing

Starting at $200.00 per month

About inSitu Sales

inSitu Sales software is primarily aimed at B2Bs to use for carrying out transactions. Key features include tools for mobile invoicing, orders, and estimates. Employees can create documents on-premise during customer sales appointments or on the go. Users can also create documents for proof of delivery and electronically capture recipient signatures with the app.

For mobile payments, inSitu Sales supports multiple payment options, including cash, check, and credit card. The application has a built-in barcode scanner and also supports the use of external Bluetooth barcode scanners. Thermal printers and full-size printers are also supported. Users can customize document templates to suit specific business requirements or individual needs.

Users can enter data online or offline, and the system will sync the data automatically via the cloud when the device links to the internet. The inSitu Sales app also gives sales agents access to real-time inventory and stock level details.

inSitu Sales Screenshots

inSitu Sales Pricing and Plans

Starting price: $200.00 per month

Free Trial

Free Version

Starter Apps

Pricing available upon request

No plan information available

Starter B2B Ecommerce

$200.00

flat rate, per month

No plan information available

Pro

$329.99

flat rate, per month

No plan information available

Enterprise

$429.99

flat rate, per month

No plan information available

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inSitu Sales Features

Popular features found in Billing and Invoicing
Billing Portal
Contact Database
Customizable Invoices
Invoice Processing
Mobile Payments
Multi-Currency
Payment Processing
Quotes/Estimates
Reporting & Statistics
Tax Calculation
Time & Expense Tracking
More features of inSitu Sales
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Backorder Management
Barcode/Ticket Scanning
Billing & Invoicing
Bulk Ordering
Calendar Management
Catalog Creation
Catalog Management
Categorization/Grouping
Contact Management
Credit Card Processing
CRM
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Forms
Customizable Templates
Customization
Data Import/Export
Data Synchronization
Delivery Tracking
Discount Management
Dispatch Management
Driver Management
Dynamic Pricing
eCommerce Management
Electronic Signature
Email Management
Field Sales Management
For B2B
GPS
Image Library
Inventory Auditing
Inventory Control
Inventory Management
Invoice Creation
Invoice History
Invoice Management
Lead Capture
Lead Management
List Management
Live Driver Tracking
Mobile Access
Mobile App
Monitoring
Multi-Channel Management
Multi-Location
Online Catalog
Online Invoicing
Order Entry
Order Fulfillment
Order Management
Order Processing
Order Routing
Order Tracking
Payment Collection in the Field
Payment Options
Pricing Management
Product Catalog
Product Data Management
Promotion Optimization
Promotions Management
Proposal Generation
Purchase Order Management
Real-Time Data
Real-Time Monitoring
Real Time Order Entry
Real-Time Reporting
Real-Time Updates
Reminders
Remote Order Entry
Reordering
Reporting/Analytics
Returns Management
Route Optimization
Sales Activity Management
Sales Forecasting
Sales Order Management
Sales Trend Analysis
Scheduling
Search/Filter
Shipping Management
Shopping Cart
Special Order Management
Status Tracking
Territory Management
Third-Party Integration
Third-Party Integrations
User Management
Warehouse Management

inSitu Sales Integrations

authorize.net

Stripe

Microsoft Excel

Xero

SAP Business One

QuickBooks Online Advanced

See all 12 integrations

inSitu Sales User Reviews

Overall Rating

4.4

Ratings Breakdown

61%

32%

Secondary Ratings

Ease of Use

4.4

Value for money

4.5

Customer support

4.3

Functionality

4.2

Have you used inSitu Sales and would like to share your experience with others?

Douglas P.

Verified reviewer

Retail

2-10 employees

Used daily for more than 2 years

Reviewed May 2019

A must have, for mobile account management.

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Dorothy A.

Verified reviewer

Automotive

11-50 employees

Used daily for less than 6 months

Review source

Reviewed October 2025

Commitment and Professionalism at Every Step

[sensitive content hidden] provided exceptional support throughout our onboarding process. He was actively involved every step of the way, providing training across multiple sessions on various dates and times. When unexpected issues arose with the software platform and data transfer, [sensitive content hidden], along with the IT and support teams, worked promptly and effectively to resolve them. [sensitive content hidden]'s dedication truly stood out when he provided assistance at 3:00 a.m. to make sure our sales platform was fully operational. The success of my company was his first priority. I have personally contacted [sensitive content hidden] on many occasions to request additional support and he has always promptly provided me with the support needed. [sensitive content hidden]’s professionalism, responsiveness, and commitment to the customer’s success made our experience seamless and greatly appreciated. I am elated about my company’s decision to switch to the Insitu sales platform and are utilizing all of the additional features our previous platform did not provide.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

the additional features our previous platform did not provide. The data transfer from our accounting software to Insitu was extremely easy and Steven was able to talk me through it over the phone.

Cons:

Our previous rugged field printers (for the route salesmen) did not work effectively with the new platform.

Reasons for choosing inSitu Sales

ease of use/annual cost to maintain and implement

Reasons for switching to inSitu Sales

No longer supported on the offline platform; i needed both options for our sales

Mike D.

Verified reviewer

Wholesale

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2023

Horrible Customer service and app had many flaws.

No support and false advertising of app capabilities.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to inSitu Sales

See the last comments in this survey.

Dalton C.

Verified reviewer

Food & Beverages

11-50 employees

Used daily for less than 2 years

Review source

Reviewed June 2025

Director of Operations

Each chapter in InSitu’s development provides added value to our business. They understand their customer and show they care about delivering a platform that meets our needs. On more than one occasion, Insitu has provided custom solutions for our needs, bettering their platform and our business both

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The platform has made our ordering and delivery process more efficient and user friendly both internally and externally facing

Cons:

At first there were a few bugs, but this is natural since we started early on with just Insitu DSD a couple years ago. It’s amazing how far this platform has grown. Our route delivery drivers use it, sales team have used it, our customers order through the automated portal system, and hopefully soon our warehouse team will use the inventory system

Reasons for choosing inSitu Sales

When I researched it the site communicator what you app provided well. It also seemed like a well developed integration mechanism that had a plan for being expanded into more than just DSD

Ekin K.

Verified reviewer

Wholesale

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2023

Great solution for starters

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing inSitu Sales

I tried at least 3 different alternatives i even could not remember their names. They were just not easy to set up. Insitu was there to help.

Reasons for switching to inSitu Sales

It was too complicated to use, too expensive and they did not help to sort it out.

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

Replied July 2023

Cherokee R.

Verified reviewer

Food & Beverages

11-50 employees

Used daily for less than 6 months

Review source

Reviewed June 2023

Very happy with this software!

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to inSitu Sales

Our sales team needed access to critical accounting information when out in the field as well as live inventory of products to perform and execute top notch customer service.

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

Replied July 2023

Mohamed D.

Verified reviewer

Food & Beverages

11-50 employees

Used daily for less than 6 months

Review source

Reviewed December 2021

Easy to use, but no support.

Overall experience is acceptable.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing 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.

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

Replied December 2021

Jim B.

Verified reviewer

Pharmaceuticals

Self-Employed

Used daily for more than 2 years

Reviewed May 2019

InsituSales saved my business

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing inSitu Sales

Mainly price at first but now it's just a matter of everything.Thank you [SENSITIVE CONTENT HIDDEN] and the rest of the InsituSales team.

Francesco D.

Verified reviewer

Food & Beverages

11-50 employees

Used daily for less than 12 months

Review source

Reviewed December 2021

Amazing Software and customer service

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for choosing inSitu Sales

All the features that comes with it

Reasons for switching to inSitu Sales

Handshake got bought from Shopify and they changed it into a different product

Oscar R.

Verified reviewer

Wholesale

11-50 employees

Used daily for less than 2 years

Reviewed May 2019

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

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing inSitu Sales

Very responsive customer service and reasonable price.

Showing 1 - 10 of 31 Reviews

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