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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 TrackGo?

Knowing where your customers are located is essential for the effectiveness of sales and service teams. TrackGo enables your team to create an extensive map of customer locations with ease. This functionality allows you to quickly pinpoint nearby clients, and TrackGo conveniently offers navigation assistance to reach them. The customer data you gather is kept private within your team, with all information securely stored in the cloud to ensure seamless synchronization across devices. TrackGo is accessible on iOS, Android, and through web platforms. Beyond just location tracking, you can assign tasks and set reminders for yourself or your teammates at specific times. Additionally, you can keep contact information associated with each customer location. The Activity Feed feature lets you track who has visited each customer, when those visits took place, and what actions were performed during those meetings. With TrackGo, you can eliminate the inconvenience of writing down notes post-client meetings, as it helps you capture everything in real-time, reducing the likelihood of losing notebooks or overlooking important details. This system not only optimizes your workflow but also guarantees that critical data is always readily accessible, enhancing overall productivity for your team. Furthermore, by utilizing TrackGo, you foster improved communication and collaboration among team members, which can lead to increased customer satisfaction and loyalty.

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

API Availability

API Availability

Pricing Information

$34.99/month/user
Discounts Available With Annual Billing
Free Trial Offered?

Pricing Information

$20 per month

Supported Platforms

Android
iPhone
iPad

Supported Platforms

Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

inSitu Sales

Date Founded

2017

Company Location

United States

Company Website

www.insitusales.com

Company Facts

Organization Name

TrackGo

Company Location

United States

Company Website

www.trackgo.com

Categories and Features

B2B eCommerce

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing

Direct Store Delivery

Not specified

eCommerce

Not specified

Field Sales

Fast Estimates
Inventory Management
Invoices
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker

Field Service Management

Billing & Invoicing
Contact Database
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Time Clock

Online Ordering

Not specified

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

Not specified

Sales Force Automation

Contact Management
Contract Management
Customer Database
Field Sales Management
Performance Metrics
Proposal Generation
Territory Management

Tradesman Job Management

Invoicing
Payments
Quoting

Categories and Features

Field Service Management

Contact Database
Customer Database
Dispatch Management
Inventory Management
Payment Collection in the Field
Time Clock

Sales Force Automation

Customer Database

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