inSitu Sales

4.1
45 reviews
1K+
Downloads
Content rating
Everyone
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About this app

inSitu Sales is an all-in-one mobile solution for field sales, consumer products distribution and B2B e-commerce. The app and e-commerce portal offers mobile invoicing, estimate and sales order creation, secure mobile payment processing, digital product catalog, GPS sales route creation and tracking, territory management, and integration with QuickbooksⓇ, SAPⓇ, FreshbooksⓇ, MicroSoft ExcelⓇ, and XeroⓇ software.

KEY FEATURES:
-MOBILE INVOICING AND ORDERING
With access to product inventory and pricing information, your sales team can quickly and efficiently create estimates, sales orders and invoices in the field. Connect a mobile device to a mobile printer for proof of delivery.

-ACCEPT CREDIT CARD PAYMENTS ON THE GO
Credit and debit card payments can be securely recorded with the app. Our mobile payment system enables acceptance with manual entry, a card reader, barcode scanner or a bluetooth scanner.

- GPS TRACKING & ROUTE PLANNING
Maximize productivity and decrease operational costs with the ability to create assigned territories for your sales teams, plan routes, and track field activity with GPS.

- DIGITAL CATALOG
Increase upsell and cross-selling opportunities with the convenience of a digital product catalog with high resolution product images, inventory, pricing, UOM, minimum & case quantity data. Create custom price lists, transfer inventory between warehouses, and generate a PDF catalog for download. Works well at trade shows, warehouses, retail stores - wherever you need to make a sale!

- SEAMLESS INTEGRATION WITH QuickBooks®
Two-way QuickBooks® desktop and online data sync: Customers, Items, Inventory sites, price levels, sales orders, estimates, invoices, payments, credit memos, and more. Also syncs seamlessly with SAPⓇ, FreshbooksⓇ, MicroSoft ExcelⓇ, and XeroⓇ software.

-REAL TIME COMMUNICATION
Create custom forms and questionnaires with text, photos and captured signatures. Email sales orders, estimates, and invoices to customers and colleagues quickly. Compatible with Bixolon, Zebra and Air Printers to provide customers with receipts and proof of delivery in the field.

- WORKS ONLINE and OFF
Data entered into the app is stored in the mobile device and transferred once an Internet connection is made.

-ANALYTICS
Analyze sales, marketing, inventory and delivery route data by sales rep or customer. Dozens of pre-loaded reports available as well as the ability to create custom reports, surveys and forms.
Updated on
Sep 23, 2022

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Calendar
This app may collect these data types
Location, Personal info and 4 others
Data is encrypted in transit
You can request that data be deleted
4.1
45 reviews
A Google user
December 4, 2019
App has potential but lack of customer support is impossible to work with. I have 7 mobile sales reps. Currently using invoiceASAP. I wanted to switch to InSitu Sales app because of several features that invoiceASAP doesn't offer. The good.. 1. Credit invoices will sync into Quickbooks 2. Sales reports on mobile device are great for commission paid sales reps. 3. Routing feature is good for keeping reps organized 4. Price levels for different customers The bad.. 1. Survey's do not work 2. Credit features is not user friendly 3. Payment applied in QuickBooks will not sync back to the app 4. You can not remove estimates or orders from dashboard. I think InSitu has a good product but poor execution. I purchased 2 keys for me and a rep to test before switching the other reps over. I was told I would receive a tech support call to set up my company and walk me through the different features. They cancelled on me the morning of. I emailed several times requesting another date and time. They never responded to my request. I attempted to set up the app myself over the course of a month. Then the syncing issues started. InSitu claims the iPhone 6 was the problem. Same iPhone that runs every other app with no issues. This was the end of road for me. If they could every get their $#!+ together it'd be a 5 star app.
3 people found this review helpful
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A Google user
December 17, 2018
Some of the accounts don't work with this app, cant take orders. Reported that problem before, but so far nobody helped to fix it
3 people found this review helpful
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A Google user
September 26, 2018
Cannot disable location services. Too invasive. Need better controls. Going to uninstall.
5 people found this review helpful
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inSitu Sales
September 26, 2018
Thanks for your feedback Sanjay, this is customizable per company, ask our support team by chat www.insitusales.com or support@insitusales.com with the name of your company and we will configure it properly. Once is done you can use the app without locations services enabled. Thanks!

What's new

Fixes estimates gross value issues