Insightly alternative for B2B product sales

Give regular buyers a reason to order again

Your next sale may already be in your customer list. CreamSoda helps wholesalers, importers and distributors spot missed reorders, find buyers for each product offer and keep the next conversation moving.

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Turn buying history into the next customer conversation

Both CRMs help you manage contacts and sales opportunities. CreamSoda brings customer buying patterns, product interests and supplier offers into that work. See what a customer has stopped buying, what they may need next and which offer gives you a reason to get in touch.

Example CreamSoda customer record with a product enquiry, follow-up task and account owner

Insightly vs CreamSoda: where repeat selling comes first

Keep the CRM basics. Add the product insight that helps your team win the next order. Compare the built-in workflows below.

What your team needs to do	CreamSoda	Insightly
Protect repeat orders
Estimate when a customer should reorder a product	✓ YesBased on their usual buying interval	✕ No*
Flag a regular product a customer has stopped buying	✓ YesSee the missing product and purchase history	✕ No*
Sell more to existing accounts
Suggest cross-sells from products customers buy together	✓ YesPurchase patterns across your accounts	✕ No*
From an offer, find past buyers and interested contacts	✓ YesInclude recorded interest as well as past sales	✕ No*
Keep the everyday CRM tools
Keep customer records and activity history together	✓ YesCompanies, contacts and conversations	✓ YesCustomer records and activity history
Send product quotes and manage follow-up tasks	✓ YesProduct offers and customer-linked tasks	✓ Yes — quotes on Enterprise

* No means the specific built-in workflow is not listed in the Insightly documentation reviewed on 21 October 2026. Custom development and integrations are excluded. Insightly lists products and quotes on its Enterprise CRM plan. Sources: Insightly CRM pricing; products and quotes; AI features; sales pipelines.

Prepare the next quote with supplier prices in view

Collect supplier quotes without retyping replies

Send suppliers a quote request. Their form responses create offers with prices, quantities, units and comments ready to review.

Compare offers before choosing a supplier

Put recorded supplier offers side by side. Review the same product, quantity, quote date and delivery terms before choosing what to offer your customer.

Quote the pack your customer needs

Use pack count, pack size and compatible weight, volume or length conversions to prepare the offer total. Keep the quantity and price basis clear.

Bring the buying decision and the customer quote into the same sales workflow. Explore supplier offer collection and comparison.

Example CreamSoda supplier-price comparison showing product lines, quantities, currencies and quote dates

Compare recorded offers for the same product. Check currency, specifications and commercial terms.

Give your team a clear reason to follow up

See when a customer starts buying less

Purchase Insights shows spending changes and product buying history on company and product records. See what has changed before deciding who to call and what to offer. Explore customer and product history.

Find buyers for the products in your offer

Start with a product offer. Find contacts with recorded interest and buyers from earlier successful deals containing those products. Build a relevant recipient list while the offer is current.

Send an offer that fits the customer

Choose your audience using product interests and purchase history. Send product offers to your customer lists, then keep replies and follow-up with the relationship.

Turn purchase patterns into the next action

Next Best Actions highlights reorders, missing regular products and cross-sell opportunities when the history supports them. Review the reason, then create a task, prepare an email or add a note. See how Next Best Actions works.

Example product contact panel showing recorded interest and purchase connections

Keep the sale in view through delivery and profit

Keep the customer informed as the deal moves

Follow a deal through preparation, transit and delivery. Keep the owner, next task and shipment dates together so the team can answer the customer without chasing updates.

See what the deal earns

Record itemized deal costs and review profit and markup beside the sales value. A $120,000 sale with $45,000 in recorded costs shows $75,000 profit before any other costs or adjustments.

Keep claims with the deal

Record a problem and its assigned value against the company and deal. Claims do not reduce profit by default. Add the amount to the deal’s Costs section if you want it included.

Use CreamSoda alongside your stock, warehouse and accounting systems to keep the sales work connected.

Example CreamSoda deal summary showing a $120,000 value, $75,000 profit and 166.67 percent markup

Deal profit is calculated from the sales value and costs recorded in CreamSoda.

An active account can still be missing a regular order

A customer still buys from you, but one product has gone quiet. CreamSoda can highlight the missed reorder and show the purchase history behind it. Your rep has a specific question to ask—and a chance to bring that product back into the next order.

Example Next Best Action recommending a frozen cod reorder follow-up with a reason and supporting purchase history

Choose an Insightly alternative built for repeat product sales

When growth depends on customers buying again, your CRM should help you find the next order. CreamSoda connects buying patterns, product offers and follow-up so your team knows where to focus.

Can we move our data from Insightly?

We’ll review your Insightly exports and map the supported records to CreamSoda. Start with a sample of companies, contacts, products and sales history so you can see how your data will be used.

What history do repeat-sale suggestions need?

Reorder and cross-sell suggestions need enough relevant purchase history to show a pattern. Bring a sample to the demo so we can review the data, account setup and features your team needs.

Can we keep our stock and accounting systems?

Yes. Use CreamSoda for customer relationships, offers, sales follow-up and deal coordination alongside your operational systems. We’ll review any import or integration requirements with you.

What will we see in the demo?

Bring a supplier offer and a regular customer. We’ll show how to compare buying options, find relevant contacts and use purchase history to decide what to offer next.Sources: Insightly pricing; Insightly AI features. Also compare Pipedrive and CreamSoda or Salesforce and CreamSoda.