Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
PepUpSales
PepUpSales is an integrated field sales automation and distribution management software designed to help you streamline secondary sales, track field teams in real-time, and manage retail execution effectively.
Quick Comparison
| Feature | Insightly | PepUpSales |
|---|---|---|
| Website | insightly.com | pepupsales.com |
| Pricing Model | Freemium | Custom |
| Starting Price | Free | Custom Pricing |
| FREE Trial | ✓ 14 days free trial | ✘ No free trial |
| Free Plan | ✓ Has free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2015 |
| Headquarters | San Francisco, USA | Noida, India |
Overview
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
PepUpSales
PepUpSales provides a comprehensive mobile-first platform to help you manage your field sales operations and distribution networks. You can eliminate manual reporting by giving your field reps a mobile app to capture orders, record attendance with geo-fencing, and track stock levels at retail points. It solves the common problem of visibility gaps between the field and the back office, ensuring you always know where your team is and how your products are performing on the shelf.
The platform is specifically built for industries like FMCG, Pharma, and Consumer Electronics where retail execution is critical. You can manage your entire supply chain from primary to tertiary sales while gaining actionable insights through automated dashboards. It helps you reduce order-to-delivery cycles and ensures your sales team follows optimized beat plans to maximize daily productivity.
Overview
Insightly Features
- Relationship Linking Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
PepUpSales Features
- Field Force Tracking. Monitor your sales team in real-time with GPS-based tracking and geo-fenced attendance to ensure high field discipline.
- Mobile Order Management. Capture sales orders directly on your mobile device even while offline and sync them instantly with your distributors.
- Beat Plan Optimization. Assign optimized permanent journey plans to your reps so they visit the right outlets at the right frequency.
- Visual Merchandising. Take photos of shelf displays and store branding to verify execution and track your share of shelf visually.
- Distribution Management. Manage your entire distributor network, including inventory levels, invoicing, and payment collections in one unified system.
- Stock & Inventory Alerts. Get real-time visibility into warehouse and van stock levels to prevent stock-outs and manage expiry dates effectively.
Pricing Comparison
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
PepUpSales Pricing
Pros & Cons
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription
PepUpSales
Pros
- Real-time visibility into field representative locations and activities
- Offline mode allows order capture in remote areas
- User-friendly mobile interface for non-technical field staff
- Comprehensive reporting on secondary sales and stock levels
Cons
- Initial setup of complex distribution hierarchies takes time
- Requires consistent GPS signal for accurate location tracking
- Custom pricing makes it difficult to budget without a quote