--- title: "inSitu Sales Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is inSitu Sales the right Billing and Invoicing solution for you? Explore 31 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/166256/inSitu-Sales/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- inSitu Sales 4.4 (31) [View alternatives](https://www.capterra.com/p/166256/inSitu-Sales/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 19th, 2026 # Reviews of inSitu Sales Ease of use 4.4 Customer Service 4.3 ## Pros and Cons in Reviews KM Ken M CEOMedical Devices, 2 - 10 employeesUsed the software for: More than 2 years. “Gives our OFFICE staff a seamless integration to our accounting software (no need to re-key orders).“ March 19, 2025 JS Jacob S ManagerWholesale, 2 - 10 employeesUsed the software for: 6-12 months. “There are some bugs with the integration and also it does not handle credits or tax very well when integrating with quickbooks. “ May 26, 2023 DC Dalton C Director of Operations and FinanceFood & Beverages, 11 - 50 employeesUsed the software for: 1-2 years. “The platform has made our ordering and delivery process more efficient and user friendly both internally and externally facing“ June 10, 2025 NF Nathalie F ManagerFood & Beverages, 2 - 10 employeesUsed the software for: More than 2 years. “He helped keep our current price and was understanding of our situation and loyalty to Insitu.“ June 12, 2025 JS Jacob S ManagerWholesale, 2 - 10 employeesUsed the software for: 6-12 months. “The best thing for our business is it’s integration with quickbooks desktop. “ May 26, 2023 ## Showing most helpful reviews Showing 1-25 of 31 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Reviewer Business Finance Manager Used the software for: Less than 1 year ### "Commitment and Professionalism at Every Step" November 4, 2025 5.0 \[sensitive content hidden\] 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. Review Source VR Verified Reviewer Operations Manager Used the software for: 3-5 years ### "inSitu Sales Review" May 30, 2019 5.0 I love it! It made our lives so much easier. Pros The software is user friendly and easy to use. Cons The app is better with with ios (iphone). The android version is not the same. Review Source R Reviewer Manager Used the software for: 3-5 years ### "Customer Service>>" June 18, 2025 5.0 \[sensitive content hidden\] 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 R Reviewer Manager Used the software for: Less than 1 year ### "Horrible Experience!" August 29, 2023 1.0 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 Review Source KM Ken M. CEO Used the software for: 3-5 years ### "Great software with the BEST SUPPORT!" March 20, 2025 5.0 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 R Reviewer Manager Used the software for: 1-3 years ### "Great software but it has it's downfalls" June 7, 2023 4.0 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 R Reviewer Chief Operating Officer Used the software for: 3-5 years ### "We are happy with the Software" June 5, 2023 5.0 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 R Reviewer Director Used the software for: 3-5 years ### "All the power you need for an affordable price!" May 31, 2023 5.0 This is the best most affordable solution we found to integrate Quick Books into our field sales and invoicing. Pros Easy field invoicing. Simple and intuitive with a robust online backend. Integration with Quick Books is wonderful! Cons Occasional glitches that normally get resolved quickly via online chat. Review Source R Reviewer Manager Used the software for: Less than 1 year ### "Overall good app" May 26, 2023 4.0 Good product and has saved us countless hours in data entry. Also it eliminates in mathematical errors when my sales reps are creating invoices. Pros 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 Cons There are some bugs with the integration and also it does not handle credits or tax very well when integrating with quickbooks. Review Source R Reviewer President Used the software for: 3-5 years ### "InsituSales User" June 7, 2023 5.0 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 VR Verified Reviewer Member Used the software for: Less than 1 year ### "Addressed most of our needs" May 27, 2019 5.0 Pros \- Very customizable - Easy for end level user Cons \- Might be complicated to setup - Customer service could be faster Review Source R Reviewer Director of Operations and Finance Used the software for: 1-3 years ### "Director of Operations " June 17, 2025 5.0 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 Review Source R Reviewer Digital Sales Representative Used the software for: 3-5 years ### "Great solution for starters" May 26, 2023 4.0 InSitu provided us a great comfort to setup b2b sales web site, track sales and communicate with customers. Pros 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. Cons More customization options for the b2b web site would be cool. As they consantly improve, more features will be available I believe. Review Source R Reviewer Director of Sales Used the software for: Less than 1 year ### "Very happy with this software!" June 6, 2023 5.0 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. Review Source R Reviewer Logistic Manager Used the software for: 3-5 years ### "Horrible Customer service and app had many flaws." June 1, 2023 1.0 No support and false advertising of app capabilities. Pros Only the invoicing can be added departments. Cons 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. Review Source R Reviewer Managing Partner Used the software for: Less than 1 year ### "Easy to use, but no support." December 9, 2021 4.0 Overall experience is acceptable. Pros 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. Cons 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. Review Source R Reviewer Owner Used the software for: 3-5 years ### "InsituSales saved my business" May 23, 2019 5.0 I was using a different product before that was designed for use on a PDA which was really a great product before Microsoft went to Windows 7. The developer decided to stop supporting it and I was left with nothing to do but start searching for a new product. I looked at a few things but they were all too expensive. Then I discovered InsituSales and thought I would give it a try. Man am I glad I did. At first there were some issues, but they were always there for me and whenever I asked them to add a feature or just show me how to do something they were on it. Pros Ease of everything. Customer service is very good. Price is Right. Cons I guess learning how to use it in the beginning, but once I got started it was a pleasure. Review Source R Reviewer Executive Assistant Used the software for: Less than 1 year ### "Great for our use" June 5, 2023 4.0 Pros 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. Cons The UI aesthetics could use some work, as well as some further filtering when ordering products such as expiration dates & lot numbers. Review Source R Reviewer General Manager Used the software for: 1-3 years ### "Very good application for field sales" June 1, 2023 5.0 Very good Pros Quickbooks connectivity is very good and efficient Cons Implementation time of printing formats in Zebra printers Review Source R Reviewer MANAGER Used the software for: 1-3 years ### "It is very easy to use" May 26, 2023 4.0 Is an excellent platform. Easy to use Pros It is very easy to use, both for clients and administrators. When I have a problem with something, customer service helps me quickly. Cons Sometimes have problem sac with quickbooks Review Source R Reviewer Owner/GM Used the software for: 3-5 years ### "A must have, for mobile account management." May 23, 2019 5.0 InSitu Sales offers an outstanding software at a great price. The customer service is outstanding! We run and organize most aspects of our business from mobile billing, account info, routing, sales history and have it all sync with QuickBooks. After our old software was no longer being supported, the switch to InSitu Sales has helped to make us more efficient while providing the customer a detailed, professional invoice. Pros The customer service is outstanding! \[SENSITIVE CONTENT HIDDEN\] and his team truly care about making sure the software is doing exactly what you need it to do. The ability to customize certain aspects to work with the way we do business. The affordability of this software simply can't be beat. Cons The time to make certain changes in the software can be lengthy. Need more personal training on how to use new features in the system. Review Source R Reviewer CEO Used the software for: Less than 1 year ### "BEST OPTION FOR OUTSIDE SALES REP" December 1, 2023 5.0 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 R Reviewer Senior Territory Manager Used the software for: Less than 1 year ### "Amazing Software and customer service" December 13, 2021 5.0 Pros 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 Cons None so far It has everything we need a more Review Source R Reviewer CEO Used the software for: 3-5 years ### "Excellent PABLO ALWAYS HELPFUL AND ATTENTIVE " February 14, 2023 5.0 Good Pros The close assistance very good attention to the customer Cons Easy to use and easy to get around it really helpful Review Source R Reviewer Project Manager Used the software for: 1-3 years ### "Great app, save us a lot of working time!!!" May 24, 2019 5.0 Same a lot of working time entering the sales orders. Improve our sales and the relation with our customers. Able to organize better our sales catalogs. Pros Easy to use, and implement. Very responsive customer service. Help us to customize our company needs. Communication in English and Spanish. Reasonable monthly fee. Cons Need more features, but they update and improve the app constantly. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.