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About

Our Companion® Route software offers incomparable advantages to optimize your delivery processes. There are various predefined billing, ordering and return screens allowing the mobile user to quickly and efficiently enter the quantities to be invoiced, by product and by customer. The mobile user can be prompted to answer a series of questions and take photos. Responses and photos taken will then be accessible from office reports to analyze the results. Sales and return statistics for the previous week can be viewed by a customer or by product. The user can quickly view statistics such as sales, returns and percentage of return in dollars and units by customers and by product for that customer, allowing more informed decision-making. All information is stored in a secured vault in the cloud which the handheld connects to. For security reasons, the delivery person only sees the type of card and the last 4 digits.

About

Insitu Sales is a company that specializes in providing innovative sales solutions for businesses in the wholesale, distribution, and manufacturing industries. inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel). Insitu Sales offers B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a route accounting solution that enables automated management of direct store delivery activities

Audience

DSD Sales, Outside Sales, Field Sales, B2B Distributors, Wholesalers, Manufactures,

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$34.99/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CIS Group
Founded: 1977
Canada
www.cis-group.com/en/suites-en/cis-companion-route/

Company Information

inSitu Sales
United States
www.insitusales.com

Alternatives

Alternatives

Pepperi

Pepperi

Advantive
jLAN Mobile Sales

jLAN Mobile Sales

jLAN Technologies
Order Taker

Order Taker

OrderTaker
jLAN Mobile Sales

jLAN Mobile Sales

jLAN Technologies
MobilePDQ

MobilePDQ

Data Concepts
Inzant Sales

Inzant Sales

Inzant Australia Pty Ltd

Categories

Categories

Mobility Features

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

Sales Force Automation Features

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

Billing and Invoicing Features

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

Field Sales Features

Activity Tracking
Channel Management
Collaboration Tools
Controlled Access
CRM
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 Features

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

Order Entry Features

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

Tradesman Job Management Features

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

Integrations

QuickBooks Online
QuickBooks Online Advanced
SAP Business One
Acomba
Epicor Advanced MES
Fishbowl
Infor Financials & Supply Management
Looker
Microsoft Dynamics 365 Business Central
Microsoft Excel
Odoo
Oracle Fusion Cloud ERP
SAP ERP
Sage 300
Sage 50
Sage X3
ShipStation
SuiteMaster
Xero

Integrations

QuickBooks Online
QuickBooks Online Advanced
SAP Business One
Acomba
Epicor Advanced MES
Fishbowl
Infor Financials & Supply Management
Looker
Microsoft Dynamics 365 Business Central
Microsoft Excel
Odoo
Oracle Fusion Cloud ERP
SAP ERP
Sage 300
Sage 50
Sage X3
ShipStation
SuiteMaster
Xero
Claim CIS-Companion Route and update features and information
Claim CIS-Companion Route and update features and information
Claim inSitu Sales and update features and information
Claim inSitu Sales and update features and information