All inSitu Sales Reviews
1-25 of 28 Reviews
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Douglas
Verified reviewer
Retail, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSThe 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.
CONSThe time to make certain changes in the software can be lengthy. Need more personal training on how to use new features in the system.
Ekin
Wholesale, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
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.
PROSCustomer 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.
CONSMore customization options for the b2b web site would be cool. As they consantly improve, more features will be available I believe.
Reason 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
Mike
Wholesale, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
1
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed May 2023
Horrible Customer service and app had many flaws.
No support and false advertising of app capabilities.
PROSOnly the invoicing can be added departments.
CONSIt 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.
Amber
Cosmetics, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2023
BEST OPTION FOR OUTSIDE SALES REP
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!
PROSIt 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!
CONSIf 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.
Reasons for switching to inSitu Sales
It was not linked to our quickbooks, only our website. It did not allow reps to collect money and completely mixmatched our customers names with their business name on our website creating havoc!
Cherokee
Food & Beverages, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSAs 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.
CONSThere 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
Jim
Pharmaceuticals, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSEase of everything. Customer service is very good. Price is Right.
CONSI guess learning how to use it in the beginning, but once I got started it was a pleasure.
Reason 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.
Juan
Consumer Goods, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
1
EASE OF USE
3
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed August 2023
Horrible Experience!
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
PROSLots of promises from InSitu. No real solutions.
CONSTheir team does not accept any responsibility for their flawed system. They do not live up to their promises. OVERPROMISE, UNDERDELIVER
Reason for choosing inSitu Sales
We believed their false promises. DO NOT WASTE YOUR TIME OR MONEY.
Francesco
Food & Beverages, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2021
Amazing Software and customer service
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
CONSNone so far It has everything we need a more
Reason 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
Mohamed
Food & Beverages, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
1
FUNCTIONALITY
4
Reviewed December 2021
Easy to use, but no support.
Overall experience is acceptable.
PROSVery 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.
CONSInvoice 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.
Reason 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
Oscar
Wholesale, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
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.
PROSEasy to use, and implement. Very responsive customer service. Help us to customize our company needs. Communication in English and Spanish. Reasonable monthly fee.
CONSNeed more features, but they update and improve the app constantly.
Reason for choosing inSitu Sales
Very responsive customer service and reasonable price.
Juan Jose
Food Production, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed May 2023
Very good application for field sales
Very good
PROSQuickbooks connectivity is very good and efficient
CONSImplementation time of printing formats in Zebra printers
Reason for choosing inSitu Sales
shorter implementation time
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
Replied July 2023
Tomas
Wholesale, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2023
InsituSales User
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.
PROSEasy of use and integration with QB. The InsituSales support and staff are always available to solve issues and make changes when needed.
CONSNothing 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
Replied July 2023
Howard
Tobacco, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed June 2023
Great software but it has it's downfalls
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.
PROSInSitu 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.
CONSUsing 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
Replied July 2023
Ken
Medical Devices, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2019
Excellent Product for Field Sales and B2B Ecommerce!!!
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.
PROSThis 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.
CONSThere are a few "bugs" but the Insitu team work tirelessly to fix them.
Walter
Food & Beverages, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
All the power you need for an affordable price!
This is the best most affordable solution we found to integrate Quick Books into our field sales and invoicing.
PROSEasy field invoicing. Simple and intuitive with a robust online backend. Integration with Quick Books is wonderful!
CONSOccasional 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
Replied July 2023
Joseph
Food & Beverages, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2023
We are happy with the Software
Happy
PROSWe 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
CONSWe 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
Replied July 2023
Jacob
Wholesale, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
2
FUNCTIONALITY
4
Reviewed May 2023
Overall good app
Good product and has saved us countless hours in data entry. Also it eliminates in mathematical errors when my sales reps are creating invoices.
PROSThe 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
CONSThere 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
Replied May 2023
Miguel
Food & Beverages, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2023
Great for our use
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.
CONSThe 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
Replied July 2023
Miriam
Wholesale, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2019
Great offline software
Very friendly and helpful customer service.
PROSMy 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.
CONSThere were some issues occasionally with invoices failing to import into quickbooks and we needed to look out for that.
Ahmad
Consumer Electronics, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2019
Insitu sales your best choice for on the road invoicing
I am using it to maje invoices and track my sales ,inventory, profits, customer service,and organizing customer visits
PROSVery easy to use Synch with Quickbooks Has so many useful features in luding routing and customers geolocation
CONSEvery aspect of the app is good ,i have no complains
Valentina
Wholesale, 2-10 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2023
It is very easy to use
Is an excellent platform. Easy to use
PROSIt is very easy to use, both for clients and administrators. When I have a problem with something, customer service helps me quickly.
CONSSometimes have problem sac with quickbooks
Reason for choosing inSitu Sales
They have what I need and excellent price
Reasons for switching to inSitu Sales
The other platform was not sync with quickbooks, and they are very expensive
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
Replied July 2023
Mohamed
Wholesale, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Excellent PABLO ALWAYS HELPFUL AND ATTENTIVE
Good
PROSThe close assistance very good attention to the customer
CONSEasy to use and easy to get around it really helpful
Reasons for switching to inSitu Sales
Inaccurate
Anonymous
11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2019
inSitu Sales Review
I love it! It made our lives so much easier.
PROSThe software is user friendly and easy to use.
CONSThe app is better with with ios (iphone). The android version is not the same.
ALISHA
Construction, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2019
InSitu
Easily integrates into QB, customer service is always willing to help.
CONSSeveral needed updates cause hiccups in our daily routine
Aaron
Wholesale, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2019
Great product
happy
PROSWe used to have to re input the orders into quickbooks, now the sales reps put them in their selves.
CONSfine.