InSitu Sales Reviews

“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.

“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.

“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.

“Power Unlocked By Patient staff

Pros

The support and management team is the BEST. They consistently work hard to fix even the smallest glitches and they're always open to my suggestions and new ideas.

Cons

We've been using this software for over 5 years and it just gets better. Our only wish is related to QuickBooks Desktop since Intuit only provides a "web connector" for it, unlike their online product.

“syncs perfectly with great help

Pros

It syncs perfectly with QuickBooks so our outside sales reps can easily check inventory. Steven has been the absolute best with customer service from onboarding to following up long after the initial setup!

Cons

If an order is placed in-house it sometimes doesn't sync with the rep's app so the customer's account balance doesn't show accurately.

“Broken promises and poor service

Pros

Honestly I got a lot of promises from InSitu but no real solutions.

Cons

Their team doesn't take responsibility for their flawed system. They don't live up to their promises. They overpromise and underdeliver.

“single Platform, serious efficiency

Pros

As a self-distributing microbrewery there are a ton of steps to selling and delivering our products. Before Insitu we were using about three different platforms just to complete one sale. it has put everything we need in one place which has seriously boosted my sales team's efficiency.

Cons

We've experienced a few hiccups in the software. However InSitu's customer service has been impeccable at resolving our issues.�teena�is a great resource who works diligently to respond to our questions whenever we have one.

“Works great for field teams

Pros

Insitu Sales lets my field reps enter their orders anytime, day or night with the confidence that the office will have everything ready to go by the next business day.

Cons

Using groups in QuickBooks makes the inventory management system useless.

“It saves us time every day

Pros

We use this every day on our routes and it saves us a ton of time. Having sales go directly into our bookkeeping software has made things so simple.

Cons

We don't have any cons and honestly I don't think anything needs to be improved.

“easy and always supported

Pros

I love how easy it is to use and integrate with QB. The Insitu Sales support team is always available to solve issues and make changes when I need them.

Cons

Nothing at all we are very satisfied with them.

“good sync, needs better design

Pros

It was very easy to set up and use. With the automatic QuickBooks sync we only have to worry about keeping one software updated and it just pulls the info right from QuickBooks.

Cons

The UI's look and feel could use some work. I'd also like better filtering when ordering products like by expiration dates and lot numbers.

“Flawed and frustrating after years

Pros

Nothing positive to mention here.

Cons

Honestly it's an app that needs a lot of fixes. Over the years it's been frustrating and even after four years we're still dealing with the same flaws without accurate resolutions.

“global Team, Always-On support

Pros

The customer service is outstanding. We're a company that works across different continents and time zones. No matter when I have a question or get stuck, live help is there to solve it.

Cons

More customization options for the B2B website would be cool. But I believe more features will be available as they keep improving.

“strong and easy to fix

Pros

The field invoicing is easy. It's simple and interactive but has a really powerful online backend. The integration with QuickBooks is wonderful!

Cons

There are occasional glitches but they normally get resolved quickly via online chat.

“saves time but has bugs

Pros

The best thing for our business is how it integrates with QuickBooks Desktop. It probably saves us 50 hours or more every month on data entry.

Cons

There are some bugs with the integration and it doesn't handle credits or taxes very well when syncing with QuickBooks.

“Links easily, tricky to print

Pros

The connectivity with QuickBooks is very good and efficient.

Cons

Setting up print formats for our Zebra printers took a while.

“everyone can use it

Pros

Its very easy to use, both for my clients and for me as an admin. Whenever I have a problem, customer service helps me quickly.

Cons

Sometimes we have problems syncing with QuickBooks.

“Helpful and very useful solution

Pros

The close assistance and attention to the customer is very good.

Cons

I don't have any cons to mention. Its very useful tool.

“simply easy, supportive & affordable tool

Pros

It's very easy to use especially the mobile app. Any of my sales reps can figure it out without much training. The icons are big and bold and you don't even need to be connected to the internet all the time. You can use it offline and it syncs up later. It's way better than Odoo which just stops working if the connection is bad.

Cons

The invoice doesn't print properly. It doesn't show the total number of items billed, the customer's name is missing and you can't customize anything. Support isn't responding to emails or phone calls. It also doesn't integrate automatically with Odoo.

“Constantly evolving, Totally Reasonable

Pros

What I like about Insitu Sales is that the features seem endless and we discover new ones all the time. Their staff is top-notch, always ready to help and really knows the platform inside and out. They respond immediately whenever we have a situation.

Cons

None so far! It has everything we need and more.