Average Ratings 3 Ratings
Average Ratings 0 Ratings
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Description
BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days.
If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes:
Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses.
We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate.
If you're a wholesale distributor, retailer, have a shop flor where you assemble or manufacture, or are some combination of all these, you just might find that we're the perfect fit.
Description
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).
Our 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. Streamline the ordering process and efficiently manage and fulfill customer orders while providing their clients with a convenient self-service option. Insitu Sales' B2B eCommerce solutions aim to enhance the overall buying experience for businesses by combining the ease of online ordering with the personalized service and relationship management that is essential in B2B transactions.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
Yes
Epicor Advanced MES
No
Fishbowl
No
Google Calendar
Yes
Looker
No
Microsoft 365
Yes
Microsoft Power Automate
Yes
Odoo
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Integrations
Microsoft Excel
Yes
Epicor Advanced MES
Yes
Fishbowl
Yes
Google Calendar
No
Looker
Yes
Microsoft 365
No
Microsoft Power Automate
No
Odoo
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Pricing Details
$79.95/month/user
$79.95 per user / month (5-pack to start. Add single users as needed) Web store offered at $199.95
Free Trial
Yes
Free Version
No
Pricing Details
$34.99/month/user
Discounts Available With Annual Billing
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
BizAutomation
Founded
2003
Country
United States
Website
www.bizautomation.com
Vendor Details
Company Name
inSitu Sales
Founded
2017
Country
United States
Website
www.insitusales.com
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
Yes
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
Yes
Nonprofits
No
Payroll Management
Yes
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
Yes
Financial Management
Yes
Inventory Management
Yes
Marketing Management
Yes
Order Management
Yes
Point of Sale (POS)
Yes
Project Management
Yes
Purchasing
Yes
Scheduling
Yes
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
Yes
Commission
Affiliate Management
Yes
Agency Commission
Yes
Commission Calculations
Yes
Commission Scheduling
Yes
Commission Tracking
Yes
Compliance Management
Yes
Flat Commissions
Yes
Incentive Programs
Yes
Multi-Tiered Commissions
Yes
Percentage Commissions
Yes
Sliding Scale Commissions
Yes
Split Commissions
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Demand Planning
Capacity Planning
Yes
Data Visualization
No
Historical Reporting
Yes
Inventory Optimization
Yes
Planned vs Actual Tracking
Yes
Product Introduction Planning
No
Promotions Management
Yes
Replenishment Management
Yes
Sales Forecasting
Yes
Supply Forecasting
Yes
Dropshipping
Analytics / Reporting
Yes
Customer Service Management
Yes
Order Management
Yes
Price Optimization
Yes
Product Information Management (PIM)
Yes
Shipment Tracking
Yes
Sourcing Management
Yes
Supplier Management
Yes
eCommerce Integration
Yes
eCommerce
CRM
Yes
Catalog Management
Yes
Channel Management
Yes
Customer Accounts
Yes
Data Security
Yes
Email Marketing
Yes
Inventory Management
Yes
Kitting
Yes
Loyalty Program
No
Mobile Access
Yes
Multi-Store Management
Yes
Order Management
Yes
Product Configurator
Yes
Promotions Management
Yes
Returns Management
Yes
Reviews Management
No
SEO Management
Yes
Shopping Cart
Yes
Templates
Yes
ERP
Accounting Integration
Yes
Accounting Management
Yes
CRM
Yes
Dashboard
Yes
Distribution Management
Yes
Enterprise Asset Management
Yes
Financial Management
Yes
HR Management
Yes
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
Yes
Reporting/Analytics
Yes
Sales Management
Yes
Supply Chain Management
Yes
Warehouse Management
Yes
Inventory Management
Alerts/Notifications
Yes
Barcoding / RFID
Yes
Forecasting
Yes
Inventory Optimization
Yes
Kitting
Yes
Manufacturing Inventory Management
Yes
Mobile Access
Yes
Multi-Channel Management
Yes
Product Identification
Yes
Reorder Management
Yes
Reporting/Analytics
Yes
Retail Inventory Management
Yes
Supplier Management
Yes
Warehouse Management
Yes
Multi-Channel eCommerce
Catalog Management
Yes
Channel Management
Yes
Data Synchronization
Yes
Email Marketing
Yes
Inventory Management
Yes
Marketplace Integration
Yes
Mobile Commerce
Yes
Order Management
Yes
Promotions Management
Yes
Returns Management
Yes
SEO Management
Yes
Shopping Cart
Yes
Social Commerce
No
Online Ordering
Integrated Gift Cards
No
Menu / Product View
Yes
Mobile Ordering
Yes
Push Notifications
Yes
Reporting / Analytics
Yes
Rewards / Loyalty Program
No
Secure Payment Processing
Yes
Store Locator
Yes
White-Label
Yes
Order Entry
Back Order Management
Yes
Customer Database
Yes
Inventory Management
Yes
Order Fulfillment
Yes
Order Management
Yes
Real Time Order Entry
Yes
Remote Order Entry
Yes
Shipping Management
Yes
Warehouse Management
Yes
Order Fulfillment
Choose Shipping Service
Yes
Global Shipping
Yes
Inventory Management
Yes
Multi-Channel Support
Yes
Order Management
Yes
Production Logistics
Yes
Recycling
No
Returns Management
Yes
Supply Chain Management
Yes
eCommerce Integration
Yes
Order Management
Back Order Management
Yes
Catalog Management
Yes
Inventory Management
Yes
Order Entry
Yes
Order Fulfillment
Yes
Order Tracking
Yes
Recurring Orders
Yes
Returns Management
Yes
Shipping Management
Yes
Special Order Management
Yes
Procurement
Asset Management
Yes
Auction Management
No
Bid Management
No
Budget Management
No
Catalog Management
Yes
Contract Management
Yes
Inventory Management
Yes
Invoice Processing
Yes
PunchOut
No
Purchase Order Management
Yes
Receiving
Yes
Requisitions & Approvals
Yes
Sourcing Management
Yes
Spend Management
No
Supplier Management
Yes
Shipping
Air Shipping
Yes
Bills of Lading
Yes
Container Shipping
Yes
Freight Shipping
Yes
Ground Shipping
Yes
Import / Export
Yes
Ocean Shipping
Yes
Parcel Shipping
Yes
Quotes / Estimates
Yes
Shipment Tracking
Yes
Warehouse Management
Yes
Warehouse Management
3PL Management
Yes
Barcoding / RFID
Yes
Category Customization
Yes
Channel Management
Yes
Demand Planning
Yes
Inventory Management
Yes
Location Control
Yes
Order Management
Yes
Purchasing
Yes
Quality Control
Yes
Receiving / Putaway Management
Yes
Returns Management
Yes
Shipping Management
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
Yes
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
No
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
eCommerce
CRM
No
Catalog Management
No
Channel Management
No
Customer Accounts
No
Data Security
No
Email Marketing
No
Inventory Management
No
Kitting
No
Loyalty Program
No
Mobile Access
No
Multi-Store Management
No
Order Management
No
Product Configurator
No
Promotions Management
No
Returns Management
No
Reviews Management
No
SEO Management
No
Shopping Cart
No
Templates
No
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
Yes
Inventory Management
Yes
Invoices
Yes
Lead / Opportunity Management
No
Online Payments
Yes
Order Management
Yes
Quoting
Yes
Reporting / Analytics
Yes
Route Optimization
Yes
Territory Management
Yes
Time Tracker
Yes
Visit Scheduling
No
Workflow Management
No
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
No
Service History Tracking
No
Time Clock
Yes
Work Order Management
No
Online Ordering
Integrated Gift Cards
No
Menu / Product View
No
Mobile Ordering
No
Push Notifications
No
Reporting / Analytics
No
Rewards / Loyalty Program
No
Secure Payment Processing
No
Store Locator
No
White-Label
No
Order Entry
Back Order Management
Yes
Customer Database
Yes
Inventory Management
Yes
Order Fulfillment
Yes
Order Management
Yes
Real Time Order Entry
Yes
Remote Order Entry
Yes
Shipping Management
Yes
Warehouse Management
Yes
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
No
Field Sales Management
Yes
Lead Management
No
Opportunity Management
No
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
No
Sales Forecasting
No
Territory Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
Yes
Job Tracking
No
Payments
Yes
Quoting
Yes
Reporting
No
Scheduling
No
Time Tracking
No
