inSitu Sales Overview
What is inSitu Sales?
inSitu Sales is a comprehensive, all-in-one mobile software platform designed to manage the entire spectrum of field sales, Direct Store Delivery (DSD), and B2B e-commerce operations. The solution combines a powerful mobile application with an e-commerce portal to deliver a wide array of functionalities. Key features include mobile invoicing, creation of estimates and sales orders, secure mobile payment processing, and a digital product catalog. It also supports advanced field management with GPS-based sales route creation and tracking, as well as territory management. To ensure operational cohesion, inSitu Sales offers integrations with major accounting and ERP systems such as QuickBooks, SAP, FreshBooks, Microsoft Excel, and Xero.
Who it's for:
This platform is tailored for field sales teams, DSD route drivers, and B2B wholesalers or distributors who require a unified mobile tool for managing the complete sales cycle—from prospecting and order creation to invoicing, payment, and delivery—while maintaining synchronization with back-office systems.
Our verdict:
inSitu Sales is a robust and feature-rich mobile sales platform that successfully consolidates many critical field operations into a single application. Its strength lies in its breadth of features and strong back-end integrations, making it suitable for complex field sales and delivery models. It is an excellent choice for companies seeking to digitize and optimize their entire mobile sales workflow.
inSitu Sales Details
inSitu Sales Platforms supported
Cloud, SaaS, Web-Based
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
On-Premise Linux
On-Premise Windows
inSitu Sales Support options
24/7 Live Rep
Chat
Email Help Desk
Phone Support
inSitu Sales Training options
Documentation
Live Online
Webinars
In-Person
Videos
inSitu Sales Related Categories
inSitu Sales Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
inSitu Sales Pricing
Tiered pricing system
inSitu Sales Features
Most valued inSitu Sales features by users
Dispatch Management
Drag & Drop
Driver Management
Live Driver Tracking
Performance Metrics
Territory Management
Bulk Ordering
Communication Management
Inventory Control
Mobile Access
Payment Options
Promotions Management
Reordering
Reporting/Analytics
SEO Management
Shipping Management
Billing Portal
Contact Database
Contingency Billing
Customizable Invoices
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