Restrict what reps can see and do
Access to information is key. Granular controls let you customize what each user can see or submit when they visit your customers.
CUSTOM PRODUCT LIST AND ACCESS CONTROL
Limit access to products for each sales rep as well as their ability to collect payments, make invoices, place orders or create estimates.
PRODUCTS LIST PER CUSTOMER
Not all customers purchase all your categories. Limiting what can be sold to each customer will help your reps focus on making the sales you want.
Control what can be updated in the field. A popular update rule: Restrict invoice modifications 5 mins after being created.
CUSTOMIZE THE LOOK AND FEEL
Change the admin site color palette to reflect your company image. Add logos, custom invoice templates and product images.
AUTOMATIC TERRITORY MANAGEMENT
Each sales rep gets a dashboard that makes it simple to see who they’ve already visited and who they still need to work on. Sales territory management software made easy!
WHOLESALE ECOMMERCE PLATFORM
Changes sync across the entire inSitu Sales platform, so orders your reps take automatically adjust your B2B eCommerce portal. Take sales anywhere and be confident in your inventory.
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Real-time location of customers, drivers and sales reps in a map. Pinpoint where your field sales invoices are being created.
Track & Manage Your Outside Sales Team
InSitu Sales makes it simple to work with your outside sales representatives. One simple B2B platform makes it easy to track and manage your business in realtime!
Our intuitive field sales management software connects to QuickBooks®, SAP B1, and Xero, so you can integrate with your existing data and launch quickly. Discover everything the top-rated outside sales app has to offer!