inSitu Sales Erfahrungen

As a self distributing micro brewery, there are many functions to executing the sale and delivery of our products to customers. Before we started with Insitu, we were utilizing approximately 3 different platforms to perform one transaction for our sales team. InSitu has helped increase our sales team efficiency and daily workflow with having everything we need in one place.

There are a few hiccups in the software that we have experienced, however the InSitu customer service has been impeccable with resolving our issues. [sensitive content hidden] is a great resource for us to have communication with and works diligently to respond to our questions and navigation when we do come across an issue.

Customer service is outstanding. We are a multi-continent company that uses many different time zones. No matter when i have a question or stuck at some point live help was there to solve it out.

More customization options for the b2b web site would be cool. As they consantly improve, more features will be available I believe.

Very easy to use especially the mobile app. Any sales rep could use it without lots of training. The mobile app is very user friendly, all the icons are big and bold. Also, it does not to be connected all the time to the internet. You can use it offline, once connected to the internet, the app will sync with the server. Unlike Odoo, if not online or it has poor network connection you cannot bill a customer.

Invoice does not print properly, it does not give you the total number of items billed. Name of the customer does not print on the invoice, and you cannot customize anything. Support not responding neither on emails nor on phone calls. It does not have an automatic integration with Odoo.

Only the invoicing can be added departments.

It is truly an app that needs a lot of fixes and through the years has been a frustrating experience to get to point A to point B in a lap of 4 years still working on the same flaws with no accurate resolutions.

Easy field invoicing. Simple and intuitive with a robust online backend. Integration with Quick Books is wonderful!

Occasional glitches that normally get resolved quickly via online chat.

Easy of use and integration with QB. The InsituSales support and staff are always available to solve issues and make changes when needed.

Nothing at all, we are very satisfied with them

We use this everyday on our routes it helps us by saving a lot of time we have the sales go directly into our bookkeeping software so simple now

We don't have any cons and honestly i don't think anything needs to be improved

The best thing for our business is it’s integration with quickbooks desktop. It saves us probably 50 hours or more a month in data entry

There are some bugs with the integration and also it does not handle credits or tax very well when integrating with quickbooks.

Quickbooks connectivity is very good and efficient

Implementation time of printing formats in Zebra printers

Very easy to implement and use with the automatic quickbooks sync and update functions, we only need to worry about keeping 1 software updated and insitu pulls the info from quickbooks.

The UI aesthetics could use some work, as well as some further filtering when ordering products such as expiration dates & lot numbers.

It is very easy to use, both for clients and administrators. When I have a problem with something, customer service helps me quickly.

Sometimes have problem sac with quickbooks

This product does so many things for field sales people and does them well! It serves as a quoting, order taking, B2B ecommerce and even CRM tool. Synchronizes our field sales activities with our website and our inside office accounting software. The Insitu techincal support team are great! They work extremely hard to constantly improve their product with stronger features and functionality. We plan to continue to migrate all of our company divisions onto this system.

There are a few "bugs" but the Insitu team work tirelessly to fix them.

What I like about the inSitu Sales is all the features that comes with it's literally endless we discover new ones every day, their staff is top-notch and always ready to help, also very knowledgable on the platform and they respond immediately with any situation we may have

None so far It has everything we need a more

The close assistance very good attention to the customer

Easy to use and easy to get around it really helpful

Easy to use, and implement.
Very responsive customer service.
Help us to customize our company needs.
Communication in English and Spanish.
Reasonable monthly fee.

Need more features, but they update and improve the app constantly.

My salespeople needed a software that works offline and can be uploaded at a later date. As they frequently travel they do not always have internet access and making a client wait for spotty internet to kick it was unprofessional and annoying. This is an easy to use system that can be used for the salesperson on the go anytime, anywhere.

There were some issues occasionally with invoices failing to import into quickbooks and we needed to look out for that.

Very easy to use
Synch with Quickbooks
Has so many useful features in luding routing and customers geolocation

Every aspect of the app is good ,i have no complains

The software is user friendly and easy to use.

The app is better with with ios (iphone). The android version is not the same.

Easily integrates into QB, customer service is always willing to help.

Several needed updates cause hiccups in our daily routine

We used to have to re input the orders into quickbooks, now the sales reps put them in their selves.

fine.