inSitu Sales
insitusales.com
What it is
inSitu Sales connects wholesale and DSD field sales with order management, warehouse work, delivery, B2B ordering, and ERP data. Reps can take orders and update customer information offline, then sync when connectivity returns. The field sales app handles orders, invoices, field payments, customer-specific pricing, and route planning. Warehouse tools cover picklists, barcode scanning, picking, packing, staging, inventory transfers, and cycle counts. Delivery functions include route optimization, driver tracking, delivery photos and signatures, proof of delivery, returns, and exceptions. A B2B portal provides assigned catalogs and price lists, self-service ordering and reordering, online payment options, and a branded web and mobile experience. Listed connections include QuickBooks, NetSuite, Dynamics 365 Business Central, SAP Business One, Odoo, Xero, Epicor, Siigo, Zoho Inventory, Fishbowl, and ShipStation; REST API, webhooks, and developer tools support approved custom projects. Starter App and Starter B2B Ecommerce each cost $200 a month and include three users; Pro costs $329 a month and Enterprise costs $429 a month. Additional app users cost $34.99/user/month. There is no free plan, but a 14-day trial is listed. Support is included with every plan.
Spec sheet
- Purpose
- inSitu Sales connects wholesale and DSD field sales, order management, warehouse, delivery, B2B ordering, and ERP data.Read 8 Oct 2026 · insitusales.com
- Audience
- The maker positions the product for wholesale distributors and DSD teams, with examples for CPG, food, grocery, beverage, tobacco, cigar, and lubricant distribution.Read 8 Oct 2026 · insitusales.com
- Integrations
- Listed ERP and accounting integrations include QuickBooks Online and Desktop, NetSuite, Dynamics 365 Business Central, SAP Business One, Odoo, Xero, Epicor, and Siigo; inventory and fulfillment connections include Zoho Inventory, Fishbowl, and ShipStation.Read 8 Oct 2026 · insitusales.com
- Support
- Every plan includes standard onboarding and unlimited support, and the maker lists English and Spanish support.Read 8 Oct 2026 · insitusales.com
- Founded
- 2017Read 28 Sep 2026 · insitusales.com
- Additional costs
- Credit-card processing is billed separately at 3.9% + 30¢ per transaction, and optional concierge setup starts at $500 one time.Read 8 Oct 2026 · insitusales.com
- AI connections
- The maker describes permissioned connections for ChatGPT and MCP-compatible agents including Claude, Grok, and Codex, with organization-controlled data access.Read 8 Oct 2026 · insitusales.com
- B2B portal
- The B2B portal offers assigned catalogs and price lists, self-service ordering and reordering, online payment options, and a branded web and mobile experience.Read 8 Oct 2026 · insitusales.com
- Custom connections
- The product offers a REST API, webhooks, and developer tools for approved custom integration projects.Read 8 Oct 2026 · insitusales.com
- Delivery
- Dispatch features include route optimization, driver tracking, delivery photos and signatures, proof of delivery, returns, and delivery exceptions.Read 8 Oct 2026 · insitusales.com
- Field sales
- The Field Sales Rep App supports orders, invoices, field payments, customer-specific pricing, and route planning.Read 8 Oct 2026 · insitusales.com
- Offline use
- Reps can take orders and update customers offline, then sync activity automatically when connectivity returns.Read 8 Oct 2026 · insitusales.com
- Security and access
- The maker says field users can use a focused mobile workflow with approved business information instead of broad accounting or ERP access.Read 8 Oct 2026 · insitusales.com
- Warehouse
- Warehouse tools include dynamic picklists, barcode scanning, picking, packing, staging, inventory transfers, and cycle counts.Read 8 Oct 2026 · insitusales.com
Plans and prices
Starter App $200 a month $200/ month 3 users included · Additional app users: $34.99/user/month · Field Sales Rep App · Orders, invoices and field payments · Analytics and unlimited web users Read 8 Oct 2026 · insitusales.com
Starter B2B Ecommerce $200 a month $200/ month 3 users included · Additional app users: $34.99/user/month · B2B eCommerce and customer portal · Unlimited admin and customer accounts · Analytics and back-office integrations Read 8 Oct 2026 · insitusales.com
Pro $329 a month $329/ month 3 users included · Additional app users: $34.99/user/month · Everything in Starter App and Starter B2B Ecommerce · Connected sales and ordering workflow Read 8 Oct 2026 · insitusales.com
Enterprise $429 a month $429/ month 3 users included · Additional app users: $34.99/user/month · Rep, Picker and Dispatch apps · White-label B2B app for iOS and Android · NetSuite and SAP Business One integrations (each has $500 one-time setup) Read 8 Oct 2026 · insitusales.com
Starter App $2,160 a year Billed annually; 3 users included; additional app users are $399/user/year 3 users included · Unlimited web users Read 20 Sep 2026 · insitusales.com
Starter B2B Ecommerce $2,160 a year Billed annually; 3 users included; additional app users are $399/user/year 3 users included · Unlimited admin and customer accounts Read 20 Sep 2026 · insitusales.com
Pro $3,554 a year Billed annually; 3 users included; additional app users are $399/user/year 3 users included Read 20 Sep 2026 · insitusales.com
Enterprise $4,634 a year Billed annually; 3 users included; additional app users are $399/user/year 3 users included Read 20 Sep 2026 · insitusales.com
Strong points and limits
Strong points
- Offline order and customer updates sync when connectivity returns.
- Warehouse tools include barcode scanning and cycle counts.
- B2B portal supports self-service orders and reorders.
- Every plan includes onboarding and unlimited support.
Limits
- No free plan is listed.
- Additional app users cost $34.99/user/month.
- Card processing costs 3.9% + 30¢ per transaction.
- Optional concierge setup starts at $500 one time.
Who it suits
inSitu Sales suits wholesale distributors and DSD teams managing field sales, warehouse fulfillment, delivery, or customer self-service ordering. Listed examples include food, grocery, beverage, tobacco, cigar, CPG, and lubricant distribution.
Verdict
inSitu Sales covers field selling, warehouse tasks, delivery, and B2B ordering in a connected workflow. Compare the included users and features against the monthly plan prices, and account for separately billed processing and optional setup costs.
Where Specifiction places it
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