inSitu Sales

RATING:

4.4

(28)

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

inSitu Sales Reviews

Overall Rating

4.4

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4

Most Helpful Reviews for inSitu Sales

1 - 5 of 28 Reviews

Douglas

Verified reviewer

Retail, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

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.

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.

Ekin

Wholesale, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

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.

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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

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.

Amber

Cosmetics, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

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!

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.

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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

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