inSitu Sales

RATING:

4.64

(14)

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 ...

inSitu Sales Pricing

Pricing is available on monthly and annual subscriptions for the mobile application and B2B eCommerce portal. Starts at $34.99/month/user for the mobile application, $129.99/month for the B2B eCommerce portal and $59.99 for our Sales Analytics module. Save on your subscription cost when you purchase annually!

Starting price: 

$34.99 per month

Free trial: 

Available

Free version: 

Not Available

Field sales app: Mobile invoicing, sales orders, estimates, forms and payments
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inSitu Sales Reviews

Overall Rating

4.64

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

5

Functionality

4.5

Showing 1 - 5 of 14 reviews

Douglas

Verified reviewer

Company size: 2-10 employees

Industry: Retail

Time used: More than 2 years

Review Source: Capterra 

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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.

Jim

Company size: 1 employee

Industry: Pharmaceuticals

Time used: More than 2 years

Review Source: Capterra 

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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.

Mohamed

Company size: 11-50 employees

Industry: Food & Beverages

Time used: Less than 6 months

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

December 2021

Easy to use, but no support.

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.

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.

Response from inSitu Mobile Software

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

Francesco

Company size: 11-50 employees

Industry: Food & Beverages

Time used: Less than 12 months

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

December 2021

Amazing Software and customer service

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

Company size: 11-50 employees

Industry: Wholesale

Time used: Less than 2 years

Review Source: Capterra 

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

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.

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.