Related Products
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About
CWS Platform is a cloud B2B commerce platform for manufacturers, distributors and wholesalers managing negotiated prices, customer credit, delivery terms and product assortments. It combines buyer self-service ordering, sales-representative tools and marketplace capabilities. Buyers can browse catalogs, check prices and availability, and place orders; sales teams manage customer portfolios, quotes and negotiated carts. The platform connects with ERP systems through APIs and webhooks to synchronize product, inventory, customer, pricing and order data. Configurable rules support discounts, approvals and other commercial conditions. Optional AI agents support sales, procurement, merchandising, catalog enrichment and replenishment workflows. Organizations can use the platform for digital B2B sales, assisted selling and multi-seller marketplace operations.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Industries, Manufacters, Wholesalers, Distributors
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Audience
DSD Sales, Outside Sales, Field Sales, B2B Distributors, Wholesalers, Manufactures,
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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PricingThe Core is a fixed SaaS subscription. AI Agents are billed by action using AI Credits. A configurable take rate applies only to marketplace operations. Subscription proposals are tailored to the operation and maturity stage.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$34.99/month/user
Discounts Available With Annual Billing
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCWS Platform
Founded: 2012
Brazil
www.cws-platform.com/en/
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Company InformationinSitu Sales
Founded: 2017
United States
www.insitusales.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Billing and Invoicing Features
Billing Portal
Supported
Contact Database
Supported
Contingency Billing
Not Supported
Customer Portal
Supported
Customizable Invoices
Supported
Dunning Management
Not Supported
Hourly Billing
Not Supported
Invoice History
Supported
Mobile Payments
Supported
Multi-Currency
Not Supported
Online Invoicing
Supported
Online Payments
Supported
Payment Processing
Supported
Project Billing
Not Supported
Recurring/Subscription Billing
Not Supported
Service Ticket Billing
Not Supported
Tax Calculator
Not Supported
Field Sales Features
Activity Tracking
Not Supported
Channel Management
Not Supported
Collaboration Tools
Not Supported
Controlled Access
Not Supported
CRM
Not Supported
Dashboard Management
Not Supported
Expense Management
Not Supported
Fast Estimates
Supported
Inventory Management
Supported
Invoices
Supported
Lead / Opportunity Management
Not Supported
Online Payments
Supported
Order Management
Supported
Quoting
Supported
Reporting / Analytics
Supported
Route Optimization
Supported
Territory Management
Supported
Time Tracker
Supported
Visit Scheduling
Not Supported
Workflow Management
Not Supported
Field Service Management Features
Billing & Invoicing
Supported
Contact Database
Supported
Contract Management
Not Supported
Customer Database
Supported
Dispatch Management
Supported
Electronic Signature
Supported
Inventory Management
Supported
Mobile Access
Supported
Payment Collection in the Field
Supported
Quotes / Estimates
Supported
Routing
Supported
Scheduling
Not Supported
Service History Tracking
Not Supported
Time Clock
Supported
Work Order Management
Not Supported
Order Entry Features
Back Order Management
Supported
Customer Database
Supported
Inventory Management
Supported
Order Fulfillment
Supported
Order Management
Supported
Real Time Order Entry
Supported
Remote Order Entry
Supported
Shipping Management
Supported
Warehouse Management
Supported
Sales Force Automation Features
Call Management
Not Supported
Campaign Management
Not Supported
Channel Management
Not Supported
Commission Management
Not Supported
Contact Management
Supported
Contract Management
Supported
Customer Database
Supported
Email Marketing
Not Supported
Field Sales Management
Supported
Lead Management
Not Supported
Opportunity Management
Not Supported
Performance Metrics
Supported
Proposal Generation
Supported
Referral Tracking
Not Supported
Sales Forecasting
Not Supported
Territory Management
Supported
Tradesman Job Management Features
Contract Management
Not Supported
Customer Database
Not Supported
Dispatch Management
Not Supported
For Builders
Not Supported
For Electricians
Not Supported
For Field Service Businesses
Not Supported
For HVAC
Not Supported
For Plumbers
Not Supported
For Roofers
Not Supported
Invoicing
Supported
Job Tracking
Not Supported
Payments
Supported
Quoting
Supported
Reporting
Not Supported
Scheduling
Not Supported
Time Tracking
Not Supported
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Integrations
Epicor Advanced MES
Not Supported
Fishbowl
Not Supported
Looker
Not Supported
Microsoft Excel
Not Supported
Model Context Protocol (MCP)
Supported
Odoo
Not Supported
QuickBooks Online
Not Supported
QuickBooks Online Advanced
Not Supported
SAP Business One
Not Supported
ShipStation
Not Supported
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Integrations
Epicor Advanced MES
Supported
Fishbowl
Supported
Looker
Supported
Microsoft Excel
Supported
Model Context Protocol (MCP)
Not Supported
Odoo
Supported
QuickBooks Online
Supported
QuickBooks Online Advanced
Supported
SAP Business One
Supported
ShipStation
Supported
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