Last Updated
Overview
inSitu Sales provides an all-in-one mobile solution for field sales and distribution, streamlining orders and inventory management. Although initial data migration can be slow, its seamless QuickBooks synchronization and user-friendly mobile interface offer value. Overall, its real-time data access and route optimization tools help teams improve field efficiency.
Overall Rating
Based on 30 users reviews
4.4
Rating Distribution
Positive
93%
Neutral
0%
Negative
7%
Starting Price
Custom
InSitu Sales Specifications
- Work Order Management
- Scheduling & Dispatching
- Mobile Access
- Customer Management
What Is InSitu Sales?
InSitu Sales is a cloud-based field management platform designed for small and medium-sized wholesale distributors to streamline sales and delivery operations. Its mobile app allows sales reps to create accurate orders and invoices in the field using real-time inventory data, which minimizes costly errors and double entries. The system also features Direct Store Delivery (DSD) route accounting, enabling admins to assign optimized routes that improve delivery efficiency and reduce operational costs for the entire team.
InSitu Sales Pricing
The software offers four main pricing plans:
- Starter B2B Ecommerce: $200/month
- Starter Apps: $200/month
- Pro: $329/month
- Enterprise: $429/month
The Starter Apps, Pro, and Enterprise plans each include three users, with additional users available at $34.99/month. InSitu Sales also offers a 14-day free trial.
Disclaimer: The pricing is subject to change.
InSitu Sales Integrations
The platform integrates with several third-party applications and systems, such as:
- QuickBooks Online
- Oracle NetSuite
- SAP B1
- Odoo
- Xero Accounting Solution
- ShipStation
Who Is InSitu Sales For?
InSitu Sales is ideal for a wide range of industries and sectors, including:
- Food and beverages
- Wholesale and distribution
- Tobacco
- Retail
- Consumer packaged goods
Is InSitu Sales Right For You?
Managing disconnected field sales teams often leads to invoicing errors and inventory discrepancies. InSitu Sales addresses this by unifying order creation, inventory data, and route management into a single mobile platform. Its real-time, two-way synchronization with accounting systems like QuickBooks ensures data accuracy from the field to the back office, providing a single source of truth for sales and operations. The software also employs robust security measures, with data hosted on leading cloud providers like AWS, Microsoft Azure, and Google Cloud.
Still doubtful if inSitu Sales software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
InSitu Sales Features
Cross-Device Access And Data Sync
Accessible across devices with iOS and Android apps, the platform supports offline mode to keep teams productive without connectivity. Data automatically syncs with QuickBooks, Xero, or SAP B1, ensuring accurate and up-to-date records both in the office and field.
Pre-Sales And DSD Support
Field reps can manage pre-sales or DSD transactions with personalized settings, optimized routes, and mobile tools. They can print or email invoices, take barcode-scanned orders, track purchase history, and securely process electronic payments, streamlining operations while reducing errors and costs.
Admin Portal And Sales Oversight
InSitu Sales features ‘inSitu Sales’ admin site, which lets managers monitor operations, assign micro zones, track reps via live GPS, provide personalized PDF product catalogs, and generate enhanced analytics. These features support team accountability, streamline workflows, and give insight into sales performance.
Mobile Field Sales CRM
The software equips reps with a mobile field sales Customer Relationship Management (CRM) to manage territories and track activities. This improves communication between admins and field teams, helping maintain organized workflows and supporting more consistent, efficient service to customers.
Pros And Cons of InSitu Sales
Pros
Enables barcode scanning for order accuracy
Offers live GPS tracking for route monitoring
Facilitates task assignment with priority levels
Cons
May experience occasional minor display errors
Support documentation may not cover all scenarios
InSitu Sales Reviews
Total 30 reviews
4.4
All reviews are from verified customers
Rating Distribution
5
Stars60%
4
Stars33%
3
Stars0%
2
Stars0%
1
Stars7%
Share your experience
Defense & Space, 500+ employees
Less than 6 months
“smooth switch, immediate upgrade”
Pros
I really appreciate all the extra features our old platform didn't have. Transferring data from our accounting software into Insitu was very easy and Steven walked me through it over the phone.
Cons
Nothing about the software itself but our old rugged field printers didn't work well with the new platform.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Food Production, 11-50 employees
More than a year
“reliable and helpful tool”
Pros
We've been using Insitu for over 6 years and I can't recommend it enough. The Customer Service is always so helpful, too!
Cons
Sometimes the connectivity with QB is faulty but this is very rare, maybe three times in six years.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Wholesale, 11-50 employees
More than a year
“the complete end-to-end solution”
Pros
It has made our ordering and delivery process so much smoother and easier, both for my team and for our customers.
Cons
There were a few bugs at first but that's natural since we started using Insitu DSD early on a couple of years ago. It's amazing how far the platform has come. Our route drivers use it, the sales team uses it, our customers order through the portal and hopefully soon our warehouse will use the inventory system too.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Frequently Asked Questions
Who are the typical users of InSitu Sales?
inSitu Sales is suitable for a variety of industries and sectors, including food and beverages, wholesale and distribution, tobacco, retail, and consumer packaged goods.
Does InSitu Sales have a mobile app?
Yes, InSitu Sales offers a mobile app for both Android and iOS users.
What language does InSitu Sales support?
The software supports English, Indonesian, and Spanish.
What other apps does inSitu Sales integrate with?
The platform integrates with several third-party applications, including QuickBooks Online, Oracle NetSuite, SAP B1, Odoo, Xero, and ShipStation.
What level of support does InSitu Sales offer?
The platform provides support via email, phone, FAQs, video guides, and an ‘inSitu Academy.’
What types of InSitu Sales price plans are available?
The software provides four main pricing plans: Starter B2B Ecommerce ($200/month), Starter Apps ($200/month), Pro ($329/month), and Enterprise ($429/month). Starter Apps, Pro, and Enterprise each include three users, with additional users at $34.99/month. A 14-day free trial is also available. Contact us to request a personalized inSitu Sales cost quote based on your institution's requirements.
Does InSitu Sales offer an API?
API availability is not confirmed for the software.