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
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.
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.
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.
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.