# inSitu Sales Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about inSitu Sales Software - reviews, pricing plans, popular comparisons to other Billing and Invoicing products and more. Source: https://www.capterra.com/p/166256/inSitu-Sales --- # inSitu Sales Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) inSitu Sales ## What is inSitu Sales? Optimized for fast data capture and avoiding double entries, our invoicing solution pulls your customer pricing and current inventory levels minimizing errors and increasing efficiency. With Stripe or Authorize.Net, field sales reps can accept payment on the spot. ## What is inSitu Sales used for? [Field Sales](https://www.capterra.com/field-sales-software/)[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Order Entry](https://www.capterra.com/order-entry-software/) Top alternative Featured Overall rating Based on 31 user reviews Reviews sentiment Positive 94% Neutral 0% Negative 6% Starting price $200 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for inSitu Sales?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.insitusales.com&name=inSitu Sales) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### inSitu Sales 4.4 (31) VS. [4.2 (2,007)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price $200 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (31) Ease Of Use 4.0 (1,963) Value For Money 4.5 (30) Value For Money 3.8 (1,553) Customer Service 4.3 (31) Customer Service 3.8 (1,658) ## inSitu Sales alternatives [4.6 (19)](https://www.capterra.com/p/10008826/Atlas/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (47)](https://www.capterra.com/p/129651/Perenso/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.0 (1)](https://www.capterra.com/p/190459/Dynamics-Mobile/#reviews) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars Highest Rated [4.9 (16)](https://www.capterra.com/p/268142/Kentro/reviews/) Starting price $225.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/166256/inSitu-Sales/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Customer Database 4.9 (8) 62.50% of 8 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Invoice Creation 3.9 (8) 75.00% of 8 reviewers that rated this feature as important or highly important Create invoices from scratch or have recurring invoices Mobile Access 4.5 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Invoice History 4.4 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Store and view prior invoices for each account/client Order Management 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Manage and track customer orders for goods, investments, or any other purchases Customizable Invoices 3.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Invoices that can be tailored according to company's branding, payment terms and personalized information inSitu Sales 104 features Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage customer orders that cannot be filled immediately due to out-of-stock items Scan barcodes to ensure accurate pricing and label tracking Create, manage, and send invoices or bills to customers Gateway through which end users can view past bills and pay current invoices Accept and track orders with multiple items Track and manage schedules and meetings via an integrated calendar Create catalogs of products and/or services Create and manage digital catalog of products/services with their details, specifications, and price Organize and group data or items based on various criteria Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Accept and process credit card transactions Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Access previous interactions or concerns to maintain customer relationships Store and organize information about customers and previous interactions Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Invoices that can be tailored according to company's branding, payment terms and personalized information Pre-designed layouts that can be customized to match preferences and requirements Create labels for products that contain required information such as colors, sizes, dates, etc. Import and export data to and from software applications Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Track item deliveries through dispatch notifications, status and location tracking, and ETA updates Track products that are for sale at a reduced price or part of coupon promotions Manage sending personnel and resources to a site as needed Track all personnel who operate company vehicles Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Manage or track sales completed by field teams/employees Serves B2B organizations System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Store and manage images Cross-checking financial records with physical inventory counts and records Monitor product stock levels Track and manage inventory levels to maintain proper supply Create invoices from scratch or have recurring invoices Store and view prior invoices for each account/client Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Manage contacts across multiple mailing lists Track driver locations on a map in real time Access software remotely via mobile devices Access the system via a mobile application Clients can submit payments via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Manage and support multiple locations An online catalog of inventory that customers can view Create, send, and view electronic invoices Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries Manage the process of receiving, preparing, and delivering orders for goods/products Manage and track customer orders for goods, investments, or any other purchases Send / receive, process, and execute orders Set up routing rules that connect sales channels with warehouses to minimize order processing time Track orders throughout the fulfillment process Swipe a credit card or manually process payments while with the customer in the field Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more Accept, record, and reconcile financial transactions Tool used to determine accurate pricing and product eligibility for borrowers Present a catalog of inventory that customers can view Capture, organize and track product-specific data and information in a centralized location Assess and optimize pricing markdowns, special offers, or other promos Design, communicate, and distribute incentives to perform a specific action Create proposals based on costs of labor and materials Create, send, and track purchase orders and their statuses Generate quotes or estimates for customers Receive data and information in real time Active monitoring of systems, applications, or networks Active reporting of data and metrics Receive system updates as soon as any changes are made Timed notification for any upcoming task, deadline, appointment, or activity The ability to enter orders from a remote location such as a computer, mobile, or tablet. Accept and track repeat orders Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track and facilitate returns of products sold Finding the most optimal routes for drivers based on various factors and constraints Define, track, and/or automate sales activities and sales processes Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. An order generated by a seller to a customer, containing details about products or services Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Manage and track orders being shipped to customers Checkout of online store Manage special order requested by a customer Track the status over time for a request, process, asset, or transaction Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Organize customer data and accounts by user or geography Addition of necessary external data, applications, tools, or features Set up connections to third-party platforms to improve business processes Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Manage and track operations and inventory within warehouses Get Advice We can help you find the software with the features you need. Features 4.2 (31) 4.2 Based on 31 reviews ## Pricing Value for money 4.5 (30) Free Trial Starter B2B Ecommerce $200.00 Flat Rate,Per Month Pro $329.99 Flat Rate,Per Month Enterprise $429.99 Flat Rate,Per Month Value for money 4.5 (30) 4.5 Based on 30 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ Fishbowl](https://www.capterra.com/p/123794/Fishbowl/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ ShipStation](https://www.capterra.com/p/155621/ShipStation/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (31) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (31) 4.3 Based on 31 reviews ## User reviews Overall rating 4.4 Based on 31 reviews Filter by rating 5(19) 4(10) 3(0) 2(0) 1(2) Mentioned topic Sorted by most recent DA Dorothy A. Business Finance Manager Automotive ### "Commitment and Professionalism at Every Step" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 29, 2025 \[sensitive content hidden\] provided exceptional support throughout our onboarding process. He was actively involved every step of the way, providing training across multiple sessions on various dates and times. When unexpected issues arose with the software platform and data transfer, \[sensitive content hidden\], along with the IT and support teams, worked promptly and effectively to resolve them. \[sensitive content hidden\]'s dedication truly stood out when he provided assistance at 3:00 a.m. to make sure our sales platform was fully operational. The success of my company was his first priority. I have personally contacted \[sensitive content hidden\] on many occasions to request additional support and he has always promptly provided me with the support needed. \[sensitive content hidden\]’s professionalism, responsiveness, and commitment to the customer’s success made our experience seamless and greatly appreciated. I am elated about my company’s decision to switch to the Insitu sales platform and are utilizing all of the additional features our previous platform did not provide. Pros the additional features our previous platform did not provide. The data transfer from our accounting software to Insitu was extremely easy and Steven was able to talk me through it over the phone. Cons Our previous rugged field printers (for the route salesmen) did not work effectively with the new platform. Alternatives considered [NetSuite](https://www.capterra.com/p/135757/NetSuite/) Reasons for choosing inSitu Sales ease of use/annual cost to maintain and implement Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NF Nathalie F. Manager Food & Beverages ### "Customer Service>>" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 12, 2025 \[sensitive content hidden\] was awesome! He helped keep our current price and was understanding of our situation and loyalty to Insitu. Insitu customer service is always willing to help. Pros We've been using Insitu for over 6 years and cannot recommend this product enough. Customer Service is always so helpful as well! Cons Sometimes connectivity with QB is faulty, but very this problem is very rare maybe 3 times in 6 years. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DC Dalton C. Director of Operations and Finance Food & Beverages ### "Director of Operations " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 June 10, 2025 Each chapter in InSitu’s development provides added value to our business. They understand their customer and show they care about delivering a platform that meets our needs. On more than one occasion, Insitu has provided custom solutions for our needs, bettering their platform and our business both Pros The platform has made our ordering and delivery process more efficient and user friendly both internally and externally facing Cons At first there were a few bugs, but this is natural since we started early on with just Insitu DSD a couple years ago. It’s amazing how far this platform has grown. Our route delivery drivers use it, sales team have used it, our customers order through the automated portal system, and hopefully soon our warehouse team will use the inventory system Alternatives considered [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Reasons for choosing inSitu Sales When I researched it the site communicator what you app provided well. It also seemed like a well developed integration mechanism that had a plan for being expanded into more than just DSD Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KM Ken M. CEO Medical Devices ### "Great software with the BEST SUPPORT!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 19, 2025 Insitu Sales checks all the boxes! Provides our SALES REPS with a mobile crm/ quoting/ordering app. Gives our OFFICE staff a seamless integration to our accounting software (no need to re-key orders). Offers our CUSTOMERS an ecommerce website and app for placing orders. Provides a pick/ pack/ ship solution for our WAREHOUSE to get orders out fast. And the best part is that all of these are "linked" together so our team all have visibility on the same data! For anyone with some technical ability it also has an open API so you may be able to integrate it with other software used in your business! Pros The support and management team is the BEST as they consistently work hard to resolve even the smallest of glitches and they are open to suggestions and new ideas! Cons We've been using the software with our business for over 5 years and it just gets better. The only "wish" we have is more related to Quick Books DESKTOP as Intuit only provides a "web connector" integration unlike their Quick Books online product. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AR Amber R. CEO Cosmetics ### "BEST OPTION FOR OUTSIDE SALES REP" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 30, 2023 It's been an absolute game changer allowing us to move this business from an outdated, unorganized process into a modern and streamline system with much better communication between office and reps. I have never had such good customer service as we have had with Steven. It's stellar! Pros It syncs perfectly with Quickbooks so our outside sales reps can easily see inventory. Steven has been the absolute best with customer service, onboarding and even follow up long after his initial job is completed! Cons If an order is placed in house, it sometimes doesn't sync with the reps app so doesn't show accurate balance for customer's account. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS Juan S. Manager Consumer Goods ### "Horrible Experience!" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 26, 2023 Initially, everything was okay, but as we started using their system and finding issues, it became apparent that they did not have their house in order, nor did they have a reliable system. Most of the so-called features of the product do no work or have issues Pros Lots of promises from InSitu. No real solutions. Cons Their team does not accept any responsibility for their flawed system. They do not live up to their promises. OVERPROMISE, UNDERDELIVER Reasons for choosing inSitu Sales We believed their false promises. DO NOT WASTE YOUR TIME OR MONEY. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TB Tomas B. President Wholesale ### "InsituSales User" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 6, 2023 It solve us the way of placing orders from customers to us. Our salesforce has the tools for selling products efficiently and to see all the information from customers. Pros Easy of use and integration with QB. The InsituSales support and staff are always available to solve issues and make changes when needed. Cons Nothing at all, we are very satisfied with them Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 28, 2023 Dear Tomas, Thank you so much for your business and the wonderful review. We strive to make sure all our customers are well taken care of. We hope to hear from you again soon. inSitu Sales Team HL Howard L. Manager Tobacco ### "Great software but it has it's downfalls" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 June 6, 2023 InSitu Sales enables me to focus on higher level priorities while knowing that the fulfillment side of the house is receiving orders seamlessly. Long gone are the days of receiving an order in an email and having to stop to enter the order into QuickBooks. I know that my team will receive an email from InSitu once the order has been placed so that the transaction can be realized, in some cases, on the same day. Pros InSitu Sales enables my field reps to enter their orders at any hour of the day with confidence that the office will have the order ready for fulfillment within the next business day. Cons Using groups in QuickBooks makes the inventory management system useless Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 28, 2023 Dear Howard, Thank you so much for your business and the wonderful review. We strive to make sure all our customers are well taken care of. We hope to hear from you again soon. inSitu Sales Team CR Cherokee R. Director of Sales Food & Beverages ### "Very happy with this software!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 5, 2023 I would highly recommend (and have already) this software for a company that requires multiple department communication and accessibility for sales transactions. Pros 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. Cons 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. Switched from [Repsly](https://www.capterra.com/p/212159/Repsly/) Our sales team needed access to critical accounting information when out in the field as well as live inventory of products to perform and execute top notch customer service. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 28, 2023 Dear Cherokee, Thank you so much for your business and the wonderful review. We strive to make sure all our customers are well taken care of. We hope to hear from you again soon. inSitu Sales Team JM Joseph M. Chief Operating Officer Food & Beverages ### "We are happy with the Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 2, 2023 Happy Pros 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 Cons We don't have any cons and honestly i don't think anything needs to be improved Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor July 28, 2023 Dear Joseph, Thank you so much for your business and the wonderful review. We strive to make sure all our customers are well taken care of. We hope to hear from you again soon. inSitu Sales Team [View all Reviews](https://www.capterra.com/p/166256/inSitu-Sales/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)