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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.

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 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

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

Audience

Industries, Manufacters, Wholesalers, Distributors

Audience

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

The 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

Pricing

$34.99/month/user
Discounts Available With Annual Billing
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

CWS Platform
Founded: 2012
Brazil
www.cws-platform.com/en/

Company Information

inSitu Sales
Founded: 2017
United States
www.insitusales.com

Alternatives

B2Bridge

B2Bridge

B2Bridge.io

Alternatives

Pepperi

Pepperi

Advantive
Order Taker

Order Taker

OrderTaker
Cloudfy

Cloudfy

Cloudfy Inc.
jLAN Mobile Sales

jLAN Mobile Sales

jLAN Technologies
Inzant Sales

Inzant Sales

Inzant Australia Pty Ltd

Categories

B2B eCommerce Supported

Categories

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

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
SuiteMaster Not Supported
TOTVS ERP Supported
Xero Not Supported

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
SuiteMaster Supported
TOTVS ERP Not Supported
Xero Supported
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