inSitu Sales is a comprehensive mobile solution designed for field sales, consumer products distribution, and B2B e-commerce. This app and e-commerce portal offer a wide range of features that streamline sales processes and enhance productivity. It integrates seamlessly with popular software systems like QuickbooksⓇ, SAPⓇ, FreshbooksⓇ, MicroSoft ExcelⓇ, and XeroⓇ.
Key Features:
- Mobile Invoicing and Ordering: With real-time access to product inventory and pricing information, your sales team can quickly create estimates, sales orders, and invoices right in the field. The app also allows for easy connection to a mobile printer for proof of delivery.
- Accept Credit Card Payments on the Go: The secure mobile payment system enables your team to securely record credit and debit card payments using various methods like manual entry, card readers, barcode scanners, or Bluetooth scanners.
- GPS Tracking & Route Planning: Optimize productivity and reduce operational costs by assigning territories to your sales teams, planning efficient routes, and keeping track of their field activities using GPS.
- Digital Catalog: Increase upselling and cross-selling opportunities with a convenient digital product catalog. It includes high-resolution images, inventory details, pricing information, unit of measurement (UOM), minimum & case quantity data. You can also create custom price lists and generate PDF catalogs for download.
- Seamless Integration with QuickBooks®: Enjoy two-way data sync with QuickBooks® desktop and online versions for customers, items, inventory sites, price levels, sales orders, estimates, invoices, payments, credit memos, and more. Additionally, inSitu Sales also integrates well with SAPⓇ, FreshbooksⓇ, MicroSoft ExcelⓇ, and XeroⓇ software.
- Real-Time Communication: Create custom forms and questionnaires with text, photos, and captured signatures. The app allows for quick emailing of sales orders, estimates, and invoices to customers and colleagues. It is compatible with Bixolon, Zebra, and Air Printers for instant receipts and proof of delivery.
- Works Online and Offline: Data entered into the app is stored locally on the mobile device and automatically synchronized once an internet connection is available.
- Analytics: Gain insights into sales, marketing, inventory, and delivery route data by sales rep or customer. The app comes with pre-loaded reports, and you can also create custom reports, surveys, and forms to suit your specific needs.
With its extensive features and seamless integrations, inSitu Sales is a valuable tool for any field sales team looking to streamline processes, improve efficiency, and increase sales opportunities.
Overview
inSitu Sales is a Freeware software in the category Business developed by inSitu Mobile Software.
The latest version of inSitu Sales is 3.0.44, released on 02/02/2024. It was initially added to our database on 11/12/2023.
inSitu Sales runs on the following operating systems: iOS.
Users of inSitu Sales gave it a rating of 4 out of 5 stars.
Pros
- User-friendly interface that is easy to navigate
- Ability to create and send professional quotes and invoices on the go
- Offline access so users can work even without an internet connection
- Integrated inventory management system helps keep track of stock levels
- Real-time syncing between devices ensures data is always up-to-date
Cons
- Some advanced features may require additional add-ons or customization
- Cost may be prohibitive for small businesses or individual users
- Limited integrations with other software applications
- Learning curve for setting up and customizing the software
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