inSitu Sales
4.6
15
inSitu Sales is an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel). Give sales reps and drivers the flexibility to create mobile invoices or take orders on the go.
Territory management and route accounting offer pre-planned delivery routes with GPS tracking, time stamped activity, and invoice submission locations with optional signature capture for your field sales reps. All reps and managers will receive an end of day report reflecting how much was sold, how many sales were completed, and how much inventory remains to replenish warehouses, making sure stock is returned and accounted for in future sales, and no payments are missed.
All data taken on the field will work with dual-sync QuickBooks® integration to insure that data is always accurate and meets estimated projections. Eliminate manual data error such as wasted time on routes, misplaced/lost inventory, or loss of revenue on inaccurate billing, with automated DSD software.
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https://www.insitusales.com
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inSitu Sales Plan
Mobile Field Sales App & Admin Site
34
per user/month
All the power of inSitu Sales, to go. This package includes access to the inSitu Sales mobile app, admin dashboard, and support.
Integration with QuickBooks, SAP, Excel, or Xero
Admin Website included in all plans
Unlimited updates and customer support
Access to all mobile app features
Save $4/month when billed annually
B2B eCommerce Portal
129
per month
A constantly updated B2B storefront that syncs with your field sales orders. Inventory for your entire outside sales operation can be managed all from one place. Invoice payment portal available.
Unlimited buyer access accounts to branded website
Online invoice management and payment
Data syncs with inSitu Sales platform
Accept credit cards or take orders for later payment (card processing fees additional)
Save $14/month when billed annually
Enhanced Sales Analytics
59
per month
Supercharge your field sales operations with enhanced analytics. Pivot and slice almost every datapoint available on our platform.
Improved dashboard, additional analytics, and pivot tables
Advanced Analytics: Tracking, comparisons, and more
Soon: Forecasting, Smart ordering with AI, recommendations
Save $10/month when billed annually
Whitelabel B2B App
100
Month
We give you a customized, branded app for your customers to download on iOS and Android. Create personalized digital product catalog with unique lists and segmenting.
Integrates with Quickbooks, Xero, SAP B1, and Excel
Customized sales order checkout that tracks past invoices. Accept full or partial payment with due date reminders.
Barcode scanning allows quick product lookup for restocking.
Enable Push Notifications for direct alerts and updates from your company.
Import data from your B2B eCommerce portal for fast setup with consistent info.