inSitu Sales

What inSitu Sales does

inSitu Sales (legally inSitu Mobile Software LLC) is a private SaaS company that provides an all-in-one mobile sales and distribution platform for wholesale distributors and Direct Store Delivery (DSD) operations. Founded in 2017 and headquartered in Los Angeles, California, with a regional office in Medellín, Colombia, the company targets CPG, food and beverage, tobacco, and consumer goods distributors with 5+ sales reps. The platform unifies four core mobile applications: a Field Sales App for reps to take orders, manage custom pricing, and process mobile payments; an inSitu Inventory App for warehouse picking, packing, and inventory transfers with scan-to-confirm capability; an inSitu Dispatch App for driver route optimization, proof of delivery, and end-of-day route settlement; and a B2B eCommerce Portal (with a white-label option) that enables retailers to self-order. Native iOS and Android apps are built with Flutter and synchronize in real time across field, warehouse, and dispatch operations.

The underlying technology stack relies on public cloud infrastructure (AWS, Microsoft Azure, Google Cloud), HTTPS/SSL encryption, and a public API accessible at app.b2bmobilesales.com/api-docs. inSitu Sales monetizes primarily through per-user monthly subscriptions for its mobile app suite, with professional services for onboarding and training delivered via inSitu Academy, and a channel layer in which QuickBooks ProAdvisors and other partners earn a 20% monthly revenue share on referred accounts. Distribution is multi-channel: native app store listings (iOS App Store, Google Play), direct sales supported by a 14-day free trial and Calendly demo booking, and a white-label B2B portal that resellers can rebrand. The platform integrates with the major accounting and ERP ecosystems distributors already run, including QuickBooks Online and Enterprise, Oracle Netsuite, SAP Business One, Odoo, Xero, Zoho Inventory, Epicor, Fishbowl, ShipStation, and Siigo for LATAM. Pricing is quote-based and not publicly disclosed.

The go-to-market is sales-led and field-sales-oriented: the company runs direct outreach to mid-market distributors, maintains inbound SEO and content marketing (blog with industry guides), attends industry events such as the SMB Innovation Summit (2022, SSP Sponsor), SAP Partner Summit (2023), and 4YFN Barcelona (2018), and leverages partner referrals from QuickBooks ProAdvisors. The company is recognized by StartUs Insights as a Top 5 Direct Distribution Software for FMCG (2021) and reports hundreds of distributor customers, including Poppi (which attributes $15 million in sales and 80% of its revenue to the platform within four months), British American Tobacco, Zico Coconut Water, PDR Cigar, Fleetwood Jamaica, Dawson Taylor Coffee, Doma Coffee, and others. No institutional venture funding, acquisitions, or parent company is disclosed in the source data.

Name

inSitu Sales

Legal name

inSitu Mobile Software LLC

Website

https://insitusales.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

inSitu Sales is a private SaaS provider of an all-in-one mobile sales platform (field sales, warehouse inventory, dispatch, and B2B eCommerce) for wholesale distributors and Direct Store Delivery (DSD) operators in CPG, food and beverage, and tobacco verticals.

Ownership category

akta.pro rank

Product category

Wholesale Distribution Software

SIC

Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Distribution & Wholesale ERP (Inventory, Order, Warehouse) (HDAEAEAC)

akta.pro secondary industries

B2B/EDI & Supply Chain Process Automation Platforms (HDAEAHAK), B2B/EDI & Partner Integration (BPAMAOAJ)

Keywords

• Field sales software
• Warehouse management software
• Direct store delivery software
• Route accounting software
• B2B eCommerce platform

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Software Subscriptions: Monthly subscription-based pricing for access to the mobile sales app suite including field sales, inventory, and dispatch modules. Licenses are sold per user with mobile version allowing single user per device and web version supporting multiple users.
2. Professional Services / Implementation: Implementation support and setup assistance, including onboarding, configuration, and training services referenced through inSitu Academy and Zendesk support.
3. Partner Referral Revenue: Partners earn 20% monthly revenue share from referred customer subscriptions through the partner program.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

inSitu Sales provides an all-in-one mobile sales software suite for wholesale distributors and direct store delivery (DSD) operators. The platform combines a field sales app, warehouse inventory app, driver dispatch app, and B2B eCommerce portal into a single integrated solution, with native iOS and Android apps, real-time inventory sync, route settlement, and native ERP/accounting integrations.

Product overview

inSitu Sales is an all-in-one mobile sales and distribution software platform designed specifically for wholesale distributors, DSD (Direct Store Delivery) operations, and B2B e-commerce. The platform comprises a suite of interconnected mobile applications: the core Field Sales App for reps to manage orders, inventory, and invoicing in the field; inSitu Inventory App for warehouse picking and fulfillment operations; inSitu Dispatch for driver delivery management and route optimization; and a B2B eCommerce Portal with white-label option for customer self-ordering. Key capabilities include mobile invoice printing, proof of delivery with signature capture, GPS rep tracking, route accounting, and route settlement for end-of-day reconciliation. The platform offers native integrations with major accounting and ERP systems (QuickBooks, Oracle Netsuite, SAP B1, Odoo, Xero, Epicor, Zoho Inventory, Fishbowl, ShipStation) enabling automated data flow between field operations and back-office systems.

Differentiator

Problem solved

Functional benefit

Brands

• inSitu Inventory: Warehouse inventory picking and management app for distributors
• inSitu Dispatch

Quantifiable outcome

• 28% reduction in picking errors within first 60 days
• +5 more outcomes

Named customers21 records

Segments7 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

Feature10 records

Partnerships

13 partnerships are on record, tiered core.

• QuickBooks (Intuit)coreTechnology or IntegrationNative integration with QuickBooks Online and QuickBooks Enterprise for seamless invoice sync, inventory tracking, and financial reconciliation. QuickBooks ProAdvisors actively refer inSitu Sales to distribution clients.
• Oracle NetsuitecoreTechnology or IntegrationIntegration with Oracle Netsuite ERP for order management, inventory sync, and financial data synchronization for enterprise distributors.
• SAP Business OnecoreTechnology or IntegrationIntegration with SAP Business One for distribution and manufacturing customers. inSitu Sales participated in SAP Partner Summit 2023.
• OdoocoreTechnology or IntegrationIntegration with Odoo ERP platform for open-source friendly distribution management.
• XerocoreTechnology or IntegrationIntegration with Xero accounting software for cloud-based financial management and invoicing sync.
• Zoho InventorycoreTechnology or IntegrationIntegration with Zoho Inventory for multi-warehouse inventory management and order fulfillment.
• EpicorcoreTechnology or IntegrationIntegration with Epicor ERP for distribution and manufacturing customers.
• FishbowlcoreTechnology or IntegrationIntegration with Fishbowl Inventory for warehouse management and inventory tracking sync.
• StripecoreTechnology or IntegrationPayment gateway integration for B2B eCommerce portal enabling secure credit card processing at checkout.
• Authorize.netcoreTechnology or IntegrationPayment gateway integration for B2B eCommerce portal providing secure payment processing options.
• Amazon Web Services (AWS)coreTechnology or IntegrationCloud infrastructure provider for hosting inSitu Sales platform. AWS is certified under EU-US Privacy Shield.
• Microsoft AzurecoreTechnology or IntegrationCloud infrastructure provider for hosting inSitu Sales platform.
• Google CloudcoreTechnology or IntegrationCloud infrastructure provider for hosting inSitu Sales platform. Also integrated with Google Drive API for file storage.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Blue Yonder: Enterprise supply chain and distribution planning platform owned by Panasonic, serving large wholesale and 3PL customers — broader incumbent competing for the same distribution software wallet share.
• ServiceMax: Field service management platform (GE Digital heritage) covering dispatch, mobile workflows, and asset-centric service — adjacent competitor for warehouse and dispatch functionality.
• Manhattan Associates: Enterprise supply chain, WMS, and order management vendor serving large wholesale distribution customers — overlapping at the upper end of the same distribution software category.

Direct peers

• AFS Technologies: Specialist in DSD, route accounting, and mobility solutions for food, beverage, and tobacco distributors — overlapping target verticals and the same direct-store-delivery operational use cases.
• Orderhive: Inventory and order management SaaS for wholesalers and distributors with multi-channel selling and warehouse management, competing with inSitu's inventory and order modules.
• StayinFront: Retail execution and field sales CRM built for CPG distributors, covering order entry, route accounting, and in-store execution activities — directly comparable to inSitu's field sales suite.
• Aptean: Provides DSD and route accounting software for wholesale distributors (cited directly by inSitu Sales for route optimization benchmarks), competing head-to-head in the same DSD software category.
• Repsly: Mobile-first retail execution and field sales platform for CPG and wholesale distributors, with order entry, photo reporting, and route-based merchandising — directly overlapping inSitu's core field sales app use case.
• Cin7: Cloud inventory and order management platform for product sellers and distributors with B2B portal capabilities, directly competing with inSitu Inventory and B2B eCommerce Portal modules.

Emerging players

• OptimoRoute: Route optimization and dispatch SaaS for field service and delivery fleets — overlapping with inSitu Dispatch on route planning and proof of delivery for SMB distribution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/insitusales
• Facebookfacebook.com/insitusales
• LinkedInlinkedin.com/company/insitusales

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about inSitu Sales