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What is inSitu Sales?

inSitu Sales offers a robust mobile sales application that includes features such as route management, order processing, and inventory oversight, among other tools designed to enhance the sales workflow. By equipping sales teams with mobile devices and access to up-to-the-minute data, they can efficiently handle customer interactions, monitor stock levels, and manage order fulfillment while on the move. This solution serves as an integrated cloud-based mobile order management system compatible with various ERP platforms like QuickBooks®, Xero, SAP, and Excel. Additionally, our B2B eCommerce solutions are tailored to support seamless online transactions between businesses. The platform provides an intuitive interface that allows companies to build their online catalogs, display products, and enable customers to place orders directly through the system. This not only simplifies the ordering process but also facilitates effective management and fulfillment of customer orders while offering clients a convenient self-service option. Ultimately, inSitu Sales' B2B eCommerce solutions are designed to elevate the overall purchasing experience for businesses by merging the convenience of online ordering with the vital personalized service and relationship management required in B2B dealings. Through these innovations, businesses can enjoy increased efficiency and stronger customer relationships.

What is Hydra OMS?

Hydra OMS is a dynamic open-source platform crafted for the proficient management of service and job orders, alongside business workflows. With the support of a powerful BPM engine, Hydra OMS takes charge of all operational activities, effectively eliminating problems like lost, overdue, or incorrect orders. Users are granted the ability to modify any business process on-the-fly, ensuring that changes are applied instantly to all upcoming orders. The platform includes an intuitive visual editor that complies with the ISO-standardized BPMN 2.0, facilitating the customized design of business procedures. Furthermore, you can set up SLA escalation notifications, create workflow branches, and establish conditions to enhance efficiency, all while integrating seamlessly with other software through an API. A highlight of Hydra is its adaptable Process Execution Wizard, which alleviates the burden on employees who previously had to memorize intricate process diagrams. They can easily initiate the wizard, input necessary information (supplemented by context-specific suggestions), and click 'Next' to continue. Not only is the Execution Wizard integrated with our Hydra billing system, but it also offers a standalone web application, primarily aimed at augmenting your existing software with robust BPM functionalities, thereby enhancing both efficiency and user experience in your workflows. This forward-thinking approach not only optimizes processes but also allows teams to concentrate on their primary duties without being overwhelmed by procedural intricacies, ultimately fostering a more productive work environment. In this way, Hydra OMS represents a significant advancement in operational management solutions.

Media

Media

Integrations Supported

Epicor Advanced MES
Fishbowl
Hydra Billing
Looker
Microsoft Excel
Odoo
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
ShipStation
SuiteMaster
Xero

Integrations Supported

Epicor Advanced MES
Fishbowl
Hydra Billing
Looker
Microsoft Excel
Odoo
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
ShipStation
SuiteMaster
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$34.99/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

inSitu Sales

Company Location

United States

Company Website

www.insitusales.com

Company Facts

Organization Name

Latera

Date Founded

2007

Company Website

hydra-oms.com/

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Online Ordering

Integrated Gift Cards
Menu / Product View
Mobile Ordering
Push Notifications
Reporting / Analytics
Rewards / Loyalty Program
Secure Payment Processing
Store Locator
White-Label

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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