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inSitu Sales

by inSitu Mobile Software · Since 2016
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Active2+ countriesCloud
Quick facts
VendorinSitu Mobile Software
Year launched2016
StatusActive
Location6060 Center Dr., Suite 1000, Los Angeles, California 90045, US
Countries served2+
Languages7
Integrations10+
Free tier
Free trial
Contact sales

About inSitu Sales

InSitu Sales is an all-in-one mobile sales app from inSitu Mobile Software that supports field sales, direct store delivery (DSD), and order entry. It includes features such as sales route planning, mobile invoicing, and inventory tracking, so sales teams can effectively manage their operations in the field. With the app, users can handle B2B eCommerce and access sales analytics via Looker Studio, providing insights to improve sales strategies and performance. This software suite is trusted by hundreds of distributors for managing their wholesale operations efficiently. Key capabilities: mobile invoicing inventory tracking sales route planning B2B eCommerce sales analytics Best for: sales teams needing efficient mobile solutions for field operations.

InSitu Sales by inSitu Mobile Software is a billing and invoicing software tailored for businesses that rely on mobile sales teams. The platform offers a suite of tools designed to streamline sales processes, including real-time order taking, route management, and invoicing, making it particularly useful for field sales representatives, delivery drivers, and managers. Key features include GPS tracking, inventory management, and payment processing, all accessible through mobile devices. InSitu Sales helps companies automate repetitive tasks and improve order accuracy, which ultimately leads to better customer service and increased productivity for mobile sales teams. The user interface of InSitu Sales is clean and straightforward, designed to facilitate ease of use for field sales representatives who may need to quickly process orders, manage routes, and generate invoices on the go. The layout is optimized for mobile devices, with a responsive design that adapts to both smartphones and tablets, enabling a user-friendly experience across different screen sizes. Unique design elements include an interactive map for route management and intuitive dashboards that display essential metrics at a glance.

Pros & Cons

What users like
  • +Streamlined Operations: inSitu Sales combines field sales, DSD (direct store delivery), and B2B eCommerce into one platform, eliminating the need for multiple software solutions and simplifying data management.
  • +Improved Sales Efficiency: Features like mobile invoicing, order creation, and inventory checks on smartphones and tablets empower sales reps to work efficiently in the field, reducing paperwork and processing times.
  • +Enhanced Sales Management: GPS tracking and real-time analytics give sales managers greater visibility into their team's performance and activity, enabling better decision-making and improved resource allocation.
  • +Increased Customer Satisfaction: Faster order processing, mobile invoicing, and accurate inventory checks lead to quicker turnaround times and fewer order fulfillment issues, improving customer satisfaction.
  • +Reduced Costs: Minimizes wasted time on paperwork, manual data entry, and communication delays, potentially reducing operational costs.
What users flag
  • Potential Cost: While pricing information isn't readily available, all-in-one solutions can have higher upfront costs compared to individual software solutions.
  • Implementation Complexity: Setting up and integrating the platform with existing systems might require technical expertise or involve a learning curve.
  • Vendor Lock-In: Reliance on the inSitu Sales platform could limit flexibility and create dependence on their ongoing services.
  • Potential Learning Curve: Sales reps, warehouse staff, and managers might need training to adapt to the new software and functionalities.
  • Limited Functionality for Specific Needs: Companies with very specific needs for DSD or B2B eCommerce might find a dedicated platform offers more advanced features tailored to their industry.

Features

Key features

Streamlines Sales Processes
Improves efficiency and eliminates wasted costs across sales, warehouse, and delivery operations.
Real-time Inventory Management
Provides access to live inventory levels for all users (reps, warehouse, drivers).
Optimized Routes and Delivery
Minimizes delivery costs through route optimization features in the Dispatch app.
Mobile Invoicing and Payments
Enables reps to create and print invoices on the go, and accept various payment methods (cash, credit card, check).
Pre-Sales Software
Streamlines pre-sales processes by simplifying order creation, product barcode scanning, and inventory tracking.
B2B eCommerce Portal
Offers a self-service buying experience for customers with features like payment processing, coupons, and customizable storefront.

Additional features

Real-time Inventory Levels & Custom Pricing
Reps can access up-to-date information on product availability and pricing specific to their customers. This eliminates wasted time checking stock and ensures accurate quotes.
Order Creation & Management
Reps can create new sales orders, add or remove items, and manage existing orders efficiently. This simplifies the sales process and reduces errors.
Product Barcode Scanning
Quickly lookup products and add them to orders by scanning their barcodes. This saves time and improves accuracy compared to manual entry.
Live Inventory Updates
Reps can see live inventory levels at the warehouse and during deliveries. This helps them manage customer expectations and avoid overselling products.
Mobile Payment Processing
Accept various payment methods like cash, credit card, and check directly on the go. This eliminates the need for separate payment processing systems and speeds up transactions.
Mobile Invoice Printing
Print invoices for customers on Bluetooth printers right after a sale. This provides immediate documentation and improves customer satisfaction.
Invoice History Tracking
View a detailed history of invoices for each customer, allowing reps to track past purchases and tailor future sales strategies.
Proof of Delivery Capture
Capture photo verification or electronic signatures upon delivery to confirm successful completion of the order. This adds accountability and reduces disputes.
Order Fulfillment
Manage the entire order fulfillment process, including picking items from stock, processing backorders, and transferring inventory between locations.
Inventory Management
View, track, and update inventory levels for all products in real-time. This ensures accurate stock availability and avoids stockouts.
Live Inventory Sync
Inventory data is constantly synchronized between the warehouse app, sales reps' app, and drivers' app, providing everyone with a unified view of stock levels.
Optimized Routes
Plan and manage delivery routes that are optimized for efficiency, minimizing travel time and fuel costs.
Live GPS Tracking
Track the location of drivers in real-time, allowing dispatchers to monitor progress and communicate effectively.
Mobile Invoice Printing
Like sales reps, drivers can print invoices for customers upon delivery using Bluetooth printers.
Proof of Delivery Capture
Drivers can capture proof of delivery with photos or electronic signatures, ensuring accountability and reducing delivery disputes.
Payment Processing Integration
Integrate with popular payment gateways like Authorize.net and Stripe to enable secure online payments for your B2B customers.
Coupon Code Management
Create and manage targeted promotions using coupon codes for specific products, customer groups, or order values.
Price List Assignment
Assign different price lists to different customer segments based on volume discounts, product categories, or other criteria.
Fully Customizable Storefront
Tailor the B2B eCommerce portal's look and feel to your brand by adding banners, text, customizing category filters, and offering downloadable product catalogs.
Google Analytics Integration
Gain valuable insights into customer behavior on your B2B portal by integrating it with Google Analytics. Track metrics like popular pages, user journeys, and bounce rates to optimize your online store.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

STARTER B2B

USD 200

Countries & Languages

2
Countries served
7
Interface languages
1
Billing currencies

Available in

North AmericaEurope.

Interface languages

EnglishSpanishFrenchGermanItalianRussianPortuguese.

Billing currencies

🇺🇸USD

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