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Description

Enhance customer interactions by gaining offline mobile access to Salesforce. By integrating CT Mobile with the CT suite of products, you can significantly boost your sales and improve the productivity of your field teams. Designed specifically to optimize sales cycle performance, CT Mobile enables you to focus on customer success. Whether you're online or offline, the application enhances your field team's productivity through AI-driven features tailored to meet your specific customer needs. You can access vital data from your Salesforce system regardless of your network status, ensuring you have the necessary information to keep your appointments on schedule. With just a single click, you can provide access to account, contact, contract, and special request data, streamlining your workflow. By leveraging additional capabilities within CT Mobile, you empower your field sales team to automate and expedite their daily tasks. Furthermore, you can enhance sales productivity by creating specialized modules for presentations, retail execution, order management, and a variety of other functions, ultimately driving better results for your business. This comprehensive approach not only saves time but also ensures that your team is always prepared and informed.

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 

Screenshots View All

Screenshots View All

Integrations

Epicor Advanced MES No 
Fishbowl No 
Looker No 
Microsoft Excel No 
Odoo No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP Business One No 
SAP Cloud Platform Yes 
Salesforce Yes 
Salesforce Agentforce Commerce Yes 
Salesforce Agentforce Service Yes 
ShipStation No 
SuiteMaster No 
Xero No 

Integrations

Epicor Advanced MES Yes 
Fishbowl Yes 
Looker Yes 
Microsoft Excel Yes 
Odoo Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP Business One Yes 
SAP Cloud Platform No 
Salesforce No 
Salesforce Agentforce Commerce No 
Salesforce Agentforce Service No 
ShipStation Yes 
SuiteMaster Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
iPad App Yes 
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) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
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

Customertimes

Country

Ukraine

Website

ctsoftware.net/ct-mobile/

Vendor Details

Company Name

inSitu Sales

Founded

2017

Country

United States

Website

www.insitusales.com

Product Features

Audit

Alerts / Notifications Yes 
Audit Planning No 
Compliance Management No 
Dashboard Yes 
Exceptions Management No 
Forms Management No 
Issue Management No 
Mobile Access Yes 
Multi-Year Planning No 
Risk Assessment No 
Workflow Management Yes 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Mobility

App Management No 
Barcode Scanning No 
Compliance Management No 
Content Management No 
Data Collection No 
Data Management No 
File Management No 
Forms Automation No 
Mobile Messaging No 
Remote Access No 
Remote Systems Monitoring No 

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment No 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

Retail Management

CRM Yes 
Commission Management No 
Email Marketing No 
Employee Management No 
Loyalty Program No 
Mail Order No 
Merchandise Management No 
Multi-Location No 
Order Management No 
Purchase Order Management No 
Reporting/Analytics Yes 
Returns Management No 
eCommerce No 

Retail POS Systems

Barcode Scanning No 
Commission Management No 
Discount Management No 
Gift Card Management No 
Inventory Management No 
Loyalty Program Support No 
Pricing Management No 
Returns Tracking No 
Sales Tracking Yes 
Touch Screen No 
eCommerce No 

Sales Enablement

Collaboration No 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management Yes 
Training Management No 

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing No 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management 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 

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