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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 Open Door Logistics Studio?

A cloud-based tool designed to enhance vehicle routing in real-time and streamline smart appointment scheduling is now available. This versatile service caters to various applications such as on-demand delivery, taxi operations, and field workforce management, allowing businesses to offer their clients appointment times that optimize route efficiency. It plays a crucial role in effectively managing home-delivery network capacities and can be accessed through a RESTful JSON web service. In addition, there is a desktop application that provides non-real-time vehicle routing, territory mapping, and management capabilities. Users can generate daily delivery routes, assess them, and print reports for convenient reference. The application also visualizes customer locations on a map, aiding in the strategic design and management of sales territories. Furthermore, all data is stored in an easy-to-use Excel spreadsheet format and is compatible across Windows, Mac, and Linux operating systems. For users who prefer a more technical setup, a command line interface for ODL Studio is available, allowing for seamless integration with existing backend systems. You can automate daily route generation (for instance, using Linux Cron) and facilitate data transfers between ODL Studio and your order processing system through simple text or Excel files. Notably, the entire system functions smoothly on both Linux and Windows servers, providing flexible deployment options. This all-encompassing platform significantly boosts operational efficiency while enhancing customer satisfaction through timely and organized deliveries, ultimately leading to improved service quality and reliability.

Media

Media

Integrations Supported

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

Integrations Supported

Epicor Advanced MES
Fishbowl
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

Open Door Logistics

Date Founded

2014

Company Location

United Kingdom

Company Website

www.opendoorlogistics.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 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

GIS

3D Imagery
Census Data Integration
Color Coding
Geocoding
Image Exporting
Image Management
Internet Mapping
Interoperability
Labeling
Map Creation
Map Sharing
Near-Matching
Reverse Geocoding
Spatial Analysis

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