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SalesIn Review

SalesIn
Our score: 8.0 User satisfaction: 100%

What is SalesIn?

SalesIn is a powerful sales management application designed and developed to help salespeople in the field graduate from the old practice of getting orders and invoices using pen and paper or calling orders through to the office. This software is built to greatly improve the sway business take control over their sales orders and invoicing workflows, streamlining these processes so that your sales teams are able to improve their efficiency and productivity and accomplish more.

With SalesIn, sales representatives can leverage the iPad, iPhone or iPod Touch, turning these devices into powerful tools for creating sales orders and invoices on site while in front of your customers. Reps also have access to real-time information like customer details, account history, product images, catalogs, stock levels, and more. This enables them to provide top class service to their customers by creating a more unique approach that their clients can easily relate with and in turn, encourage them to make and close more sales.

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Overview of SalesIn Benefits

SalesIn is a robust sales management software that is built to capture all types of sales. Whether you are out there making deliveries or pickups, providing service, and more, SalesIn equips you with all the tools to capture any type of sales orders. The software grants you the capability to set definitions on sales types and the possibilities are endless. You control the elements displayed on the screen as well as other behaviors associated to these elements.

Reps will love the fact that they can create multiple templates per customers or per system and use that templates over and over for similar orders and repeat clients. This saves them time and effort as compared to creating templates every time a repeat customer makes the same order.

Having access to account history allows reps to instantly view a customer’s previous purchases while in the middle of a new transaction. This feature provides them with an idea into a customer’s purchasing tendencies, schedule, and more. Access to previous purchases also helps sales reps formulate a unique, personalized approach to market new products or introduce a new service their customers might like.

Customers can easily affix their digital signatures on mobile devices as proof of purchase or delivery without worrying about security. SalesIn makes it easy for reps to process payments, capture data, and store all information made against sale. Payment details can be viewed via a web portal or exported to Excel or automatically entered into your existing accounting systems.

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Overview of SalesIn Features

  • Capture All Types Of Sales
  • Using Templates For Fast Ordering
  • Instant Access To Sales History
  • Accepting A Signature
  • Payment Processing
  • Barcode Scanning
  • Printing
  • Automatically Email The Office
  • Advanced Pricing Rules
  • Personalize Your Experience
  • Offline Access
  • Customer Surveys
  • Activity Notes
  • Multiple Stock Locations
  • Stocktake
  • Reporting
  • Appointment

What Problems Will SalesIn Solve?

1. SalesIn was founded to help small businesses improve their sales orders and invoicing processes, saving them valuable time and money.

2. SalesIn started with a focus on helping sales reps in the field move away from capturing orders and invoices with a pen and paper, or calling orders through to the office. Reps wanted more information at their finger tips, such as real-time stock levels, product photos, account history and contract pricing.

3. With the incredible explosion of eCommerce, they knew that clients needed to be competitive in this space too. This lead to the creation of SalesIn B2B, a customer ordering platform, where customers can login and place orders for themselves.

SalesIn Position In Our Categories

Knowing that companies have specific business-related demands, it is logical they abstain from seeking a one-size-fits-all, ideal business program. Just the same, it would be difficult to try to discover such application even among popular software products. The sensible thing to undertake can be to take note of the various chief aspects that call for a analysis like major features, price plans, skill ability of staff, organizational size, etc. After which, you must double down on the product research to a full extent. Read these SalesIn evaluations and check out each of the software systems in your list in detail. Such detailed product investigation ensure you avoid unsuitable applications and pay for the system which offers all the features your business requires for success.

Position of SalesIn in our main categories:

TOP 500

SalesIn is one of the top 500 Sales Tools products

Since each organization has particular business needs, it is prudent for them to desist from looking for a one-size-fits-all perfect software solution. Needless to say, it would be pointless to try to find such a system even among market-leading software solutions. The clever thing to do would be to jot down the various vital aspects that need consideration such as main features, finances, skill levels of staff members, company size etc. Then, you should do your groundwork thoroughly. Read some SalesIn Sales Management Software reviews and check out each of the other solutions in your shortlist in detail. Such exhaustive homework can ensure you discard ill-fitting platforms and choose the solution that presents all the features you require for business success.

How Much Does SalesIn Cost?

SalesIn Pricing Plans:

Free Trial

Starter

$35/user/month

Pro

$45/user/month

Complete

$55/user/month

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What are SalesIn pricing details?

SalesIn Pricing Plans:

Free Trial

Starter

$35/user/month

Pro

$45/user/month

Complete

$55/user/month

SalesIn offers three SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your company:

Starter – $35/user/month or $25/user/month (annual billing)

  • Create and manage sales on iPhone, iPad, and The Web
  • Email branded PDF copies to customers and the office
  • Advanced pricing tiers, volume discounts, promotions
  • Sales templates for quick
  • Item photos, visibility of stock levels
  • Take on-screen signature
  • Record payment transactions
  • CRM
  • Appointments
  • Customisable on-screen
  • Import and export data (Excel format)

Pro – $45/user/month or $35/user/month (annual billing)

  • All Starter features
  • Multi-warehouse/locations for stock
  • Perform stocktake
  • Transfer stock between locations
  • Full traceability of stock movement
  • Manage rep appointments across the web and devices
  • Advanced appointment allocation
  • Setup recurring schedules for appointments
  • Link appointments to sales
  • Classify appointments to suit your workflow
  • Report on users that have not attended appointments

Complete – $55/user/month or $45/user/month (annual billing)

  • All Pro features
  • Real-time payments processing with Square Reader
  • Real-time credit card payments using Square Ecommerce
  • MYOB AccountRight Live and Premier integration
  • Xero Integration
  • Intuit Quickbooks Online and Quickbooks Premier
  • Reckon Accounts integration
  • Fishbowl Inventory integration
  • Square integration for real-time payments

User Satisfaction

Positive Social Media Mentions 5
Negative Social Media Mentions 0

We are aware that when you decide to get a Sales Management Software it’s vital not only to learn how professionals score it in their reviews, but also to discover if the real clients and enterprises that purchased this software are genuinely happy with the product. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and SalesIn reviews across a wide array of social media sites. The data is then presented in an easy to understand format showing how many customers had positive and negative experience with SalesIn. With that information at your disposal you will be ready to make an informed purchasing decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for SalesIn?

SalesIn integrates with the following business systems and applications:

  • Fishbowl Inventory
  • MYOB AccountRight Classic
  • MYOB AccountRight Live
  • QuickBooks Online
  • QuickBooks Premier
  • Reckon Accounts
  • Xero
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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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