Insightly vs PepUpSales

Detailed side-by-side comparison to help you choose the right solution for your team

Updated Mar 2026 8 min read

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.

0.0 (0 reviews)
Starting at --
Free Trial 14 days
VS

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.

0.0 (0 reviews)
Starting at --
Free Trial 30 days

Quick Comparison

Feature Monday.com Asana
Starting Price $8/user/mo $10.99/user/mo
Free Plan ✓ Yes (2 seats) ✓ Yes (15 users)
Free Trial 14 days 30 days
Deployment Cloud-based Cloud-based
Mobile Apps ✓ iOS, Android ✓ iOS, Android
Integrations 200+ 100+
Gantt Charts ✓ Timeline view ✓ Timeline view
Automation ✓ Advanced ✓ Basic
Best For Visual teams, automation Task-focused teams

Overview

I

Insightly

<p>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.</p> <p>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.</p>

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PepUpSales

<p>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.</p> <p>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.</p>

Pricing Comparison

M

Insightly Pricing

Free
$0
  • Up to 2 seats
  • Unlimited boards
  • 200+ templates
A

PepUpSales Pricing

Free
$0
  • Up to 15 users
  • Unlimited tasks
  • List & Board views

Pros & Cons

M

Insightly

Pros

  • Highly visual and intuitive
  • Powerful automation
  • 200+ integrations
  • Great mobile apps

Cons

  • Can get expensive for larger teams
  • Free plan limited to 2 users
  • Learning curve for advanced features
A

PepUpSales

Pros

  • Excellent task dependencies
  • Free plan supports 15 users
  • Strong reporting features
  • Great for enterprise teams

Cons

  • Higher starting price
  • Less visual than Monday.com
  • Fewer integrations

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