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Insightly vs Thryv: Which CRM Tool Wins in 2026?

von | Last updated Aug 7, 2026

Gewinner
Aufschlussreich
4.1
  • SOC 2 Type II, GDPR & HIPAA
  • 2,000+ AppConnect Connectors
  • Copilot AI Assistent Eingebaut
  • Projects + CRM in One System
  • Gantt Charts Added in 2025
  • Custom Pipelines & Kanban Views
  • Tarife ab 29 $/Nutzer/Monat
Zweiter
Thryv
2.6
  • 50,000+ Local Businesses
  • Kostenloser Plan verfügbar
  • Syncs 50+ Listing Sites
  • Command Center Unified Posteingang
  • ThryvPay Online Payments
  • 24/7 Support Included
  • Marketing Center $244/month

⚡ Quick Verdict:

  • Preisgestaltung: Insightly starts at $29/user/month. Thryv Marketing Center costs $244/month.
  • Ideal für: Insightly suits sales teams that run projects. Thryv suits local service businesses.
  • Hauptunterschied: Insightly links customer relationship management to project delivery. Thryv bundles a Website-Baukasten, listings, and payments.
  • Our pick: Insightly, rated 4.1 against 2.6, because it does more for less money per seat.
Insightly vs Thryv Comparison

The cheaper tool here is also the more capable one.

Insightly starts at $29 per user per month.

Thryv Marketing Center costs $244 per month in our pricing Daten.

But price is the smallest difference between these two.

One is a CRM built around deals and projects.

The other is a marketing suite built around local visibility.

Überblick

This Insightly vs Thryv comparison covers pricing, features, and ease of use.

Unser Schriftsteller spent hands-on time inside Thryv software directly.

Notes on Insightly come from published documentation, pricing details, and G2 reviews.

We also look at how each system handles projects, contacts, and Berichterstattung.

By the end, you will know which platform fits your organization.

Was ist Insightly?

Insightly is customer relationship management software with project management built in.

Insightly CRM keeps current and prospective customer data in one place.

Sales teams use it to build strong relationships and track sales opportunities.

Managers use it to monitor employee work and team progress.

The company markets it as the modern CRM teams love.

PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the platform.

Insightly CRM-Testbericht: Besser als erwartet?

🏆 Gewinner: Insightly

⭐ 4,1/5 | 💰 Ab 29 $/Nutzer/Monat

Insightly links your sales pipeline to live project delivery. It is compliant with SOC 2 Type II, GDPR, and HIPAA.

Aufschlussreiche Preisgestaltung

Insightly offers three tiers. Rates are per user and billed annually.

PlanenPreisAm besten geeignet für
Plus29 $/Nutzer/MonatSmall sales teams starting out
Professional49 $/Nutzer/MonatWorkflow Automatisierung and dashboards
Unternehmen99 $/Nutzer/MonatVoller Zugriff auf alle Funktionen

Pricing verified August 2026.

Insightly Top-Vorteile

Kostenlose Testversion: Yes. Insightly offers a 14-day trial of the paid tiers with no card needed.

Geld-zurück-Garantie: None advertised. Annual contracts are not refunded mid-term.

📌 Notiz: The Plus tier gives limited access to most features. Professional adds limited dashboards and third-party app integration. Enterprise unlocks everything.

⚠️ Warnung: Other Insightly products cost extra. Insightly Marketing and Insightly Service follow the same tier structure and are billed separately per user.

Wichtigste Vorteile von Insightly

Here is what makes Insightly worth a look:

  • Sales pipeline control: Customizable pipelines and Kanban views track every sales stage. The opportunities dashboard shows deal progress at a glance.
  • Real project management: Milestones, pipelines, and task assignment sit next to your contacts. Gantt chart visualizations arrived in the 2025 new version.
  • Task management built in: Create reminders, to-do lists, and call logs. Assign tasks to any team member from web or mobile.
  • AppConnect integrations: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, email, and Buchhaltung apps all connect.
  • Kopilot KI-Assistent: Copilot summarizes emails and speeds up data retrieval. It reduces manual admin work for busy managers.
  • Reporting and dashboards: Visual reports surface Geschäft performance and revenue metrics. Customize which records and details feed straight into them.
  • Security and compliance: The platform meets SOC 2 Type II, GDPR, and HIPAA standards. That matters for regulated organizations.
Insightly Homepage

What Our Team Noticed

Note: we have not had extended hands-on time inside an Insightly account yet. The points above come from Insightly’s documentation, pricing page, and third-party reviews. G2 reviews highlight fast setup and a short learning curve as the two most praised parts of the system.

Aufschlussreiche Vor- und Nachteile

✅ Vorteile
  • CRM and project management live in one system
  • Fast rollout with a gentle learning curve
  • Over 2,000 pre-built AppConnect connectors
  • Compliant with SOC 2 Type II, GDPR, and HIPAA
  • Copilot AI summarizes emails and retrieves data
❌ Nachteile
  • Lacks advanced custom workflows found in other CRMs
  • Not as feature-deep as Zoho CRM
  • Enterprise tier costs almost double Zoho CRM
  • No built-in website builder or payment processing

Was ist Thryv?

Thryv is customer relationship management and reputation software for small businesses.

Thryv Holdings, Inc. is a publicly traded SaaS company based in Dallas, Texas.

It began as a conglomerate of Yellow Pages companies before switching to technology.

Thryv operates in 48 states and supports more than 50,000 local businesses.

Those customers span the U.S., Canada, and Australia.

In June 2020 the company reported $1.3 billion in revenue over twelve months.

More than 2,400 employees work there today.

Thryv software helps a Kleinunternehmen reach more customers, stay organized, and get paid faster.

Thryv CRM – Ehrlicher Testbericht – Vor der Nutzung ansehen

Runner Up: Thryv

⭐ 2.6/5 | 💰 Marketing Center from $244/month

Thryv bundles scheduling, invoices, listings, and a website builder. It suits a service Geschäft with no marketing staff.

Thryv-Preise

Our pricing data lists two packages. Both are flat monthly costs, not per-seat rates.

PlanenPreisAm besten geeignet für
Marketingzentrum244 $/MonatListings, SEO, and campaign work
Keap299 $/MonatHeavier Automatisierung and email marketing

Pricing verified August 2026.

💡 Pricing conflict flagged: Our records show the packages above. Public sources list a Thryv Business Center entry point near $20 per user per month plus a free plan. Confirm current pricing details with sales, and keep verifying the quote against your own seat count.

Kostenlose Testversion: A free plan with limited features exists. Paid packages are usually demoed by a sales rep first.

Geld-zurück-Garantie: None published. Contract terms are agreed during onboarding.

📌 Notiz: Thryv charges a one time onboarding fee of $250 on its packages. Budget for that on top of the monthly rate.

⚠️ Warnung: Packages are sold by phone or demo call rather than self-checkout. Ask about contract length before you sign.

Wichtigste Vorteile von Thryv

Here is where Thryv earns its keep:

  • 24/7 online booking: Automated scheduling lets clients book appointments any hour. Thryv reports a 61% lift in bookings for typical users.
  • Enhanced local listings: Business information syncs across 50+ listing sites including Google and Yahoo. Each location stays accurate.
  • Thryv-Kommandozentrale: A unified inbox merges email, SMS, social media, and web chats. Nothing slips through separate apps.
  • Faster payments: ThryvPay processes online payments for service work. Digital document signing lets you pay and settle invoices without paper.
  • Marketing on autopilot: Trigger-based email and SMS marketing messages send personalized offers. You can measure results in campaign reports.
  • Time saved: Consolidating invoicing, scheduling, and document storage saves owners an average of 20 hours per week.
  • Reputation tools: The AI Response Tool helps you respond to reviews quickly. TeamChat keeps internal staff messages in one thread.
Thryv – Die wichtigsten Vorteile

The homepage below shows how the suite is packaged for a service business.

Thryv Homepage

What Our Team Noticed

Our writer created a Thryv account and worked through setup on both desktop and mobile. Here is what stood out during that hands-on time:

Thryv Persönliche Erfahrungen

Thryv: Vor- und Nachteile

✅ Vorteile
  • Website builder, listings, and CRM in one account
  • ThryvPay handles invoices and online payments
  • 24/7 human support for every customer
  • Client portal keeps documents and appointments together
❌ Nachteile
  • Package pricing runs far above per-seat CRM tools
  • A one time onboarding fee of $250 applies
  • No true project management or milestones
  • Sold through demo calls, not instant signup

Funktionsvergleich

These two products overlap less than the category label suggests. We compared ten areas that decide most buying calls, starting with a summary table.

BesonderheitAufschlussreichThryv
Startpreis29 $/Nutzer/Monat244 $/Monat
Kostenloser Plan
Projektmanagement
Kontaktmanagement
Workflow-Automatisierung
Website-Baukasten
Online-Zahlungen
Local Listings Sync
Reporting Dashboards
Am besten geeignet fürSales teams running projectsLokale Dienstleistungsunternehmen

1. CRM Foundations

Aufschlussreich: This is a full CRM first and everything else second. Leads, contacts, and sales opportunities move through customizable pipelines and Kanban views. The core functionality is aimed at sales teams that need forecast accuracy.

Insightly Modern CRM

Thryv: The CRM sits inside a wider marketing suite. Market Builder helps you find and target likely customers in your area. It is lighter on pipeline depth than dedicated crm tools.

Herbstverkaufs-Ideen für Kleinunternehmen: 3 Marketing-Strategien, die Sie jetzt ausprobieren sollten

2. Contact Management and Customer Records

Aufschlussreich: Contact management gives you a 360-degree customer view across every company and deal. Records hold linked details, files, and history. The mobile app scans a business card and adds new contacts on the go.

Insightly CRM

Thryv: Customer interactions are tied to reputation. Online reviews, ratings, and replies attach to each customer file. That works well for a business judged on public feedback.

https://youtu.be/sLFhTif-ViY?si=FC5VaYtAeyZI_QqI

3. Project Management and Team Collaboration

Aufschlussreich: Won deals convert into projects with milestones and stages. You can assign tasks to any team member and track progress to the delivery date. Gantt charts landed in 2025 for timeline and dependency work.

Insightly Project Management

Thryv: There is no project module in the Insightly sense. TeamChat covers internal messages between staff, and jobs are tracked as appointments instead. Teams managing multi-week delivery will feel the gap.

Thryv-Team-Chat

⚠️ Warnung: If your work continues after the sale closes, this single difference should decide your choice.

4. Reporting and Dashboards

Aufschlussreich: Reports and dashboards give visual insight into business performance. The opportunities dashboard tracks pipeline value, while managers monitor rep activity and productivity. Dashboards are limited on Professional and unlocked fully on Enterprise.

Aufschlussreiche Berichterstattung

Thryv: Website analytics show traffic, page views, and where leads come from. The focus is marketing return rather than sales forecasting. It answers “is my site working” more than “will we hit quota”.

Thryv Website-Analyse

5. Organizations, Invoices, and Payments

Aufschlussreich: Companies and organizations get their own records with linked people and projects. Billing is not native, so invoices run through an Buchhaltung integration. That adds a step for service firms.

Insightly Organizations

Thryv: Billing and invoicing ship in the box. ThryvPay collects card payments and digital signing closes documents faster. This is the clearest win for Thryv in the whole comparison.

Thryv Abrechnung & Rechnungen

6. Email and Campaign Marketing

Aufschlussreich: You can build email templates, schedule emails, and log every thread against a contact. Larger campaigns need Insightly Marketing, which is priced separately. Marketing teams should budget for that second product.

Insightly Email

Thryv: Campaign analytics sit beside trigger-based email and Text sends. Personalized offers fire automatically after a booking or a quote. For a solo owner, that automation replaces an agency retainer.

Thryv Kampagnenanalyse

7. AI and Workflow Automation

Aufschlussreich: Copilot summarizes emails and pulls data on request. Workflow automation handles record updates and alerts, though deep custom workflows lag behind rivals. Advanced automation sits on the higher tiers.

Intelligente KI-Automatisierungen

Thryv: The AI Response Tool drafts replies to reviews in a few seconds. Automation is aimed at customer messages, not internal process. Both approaches cut admin, just at different points.

https://youtu.be/iwYlUBGCzbs?si=76sHJvS6qzoFAHdB

8. Integrations and Online Presence

Aufschlussreich: AppConnect is a low-code engine with over 2,000 pre-built connectors. Google Workspace, accounting apps, and support desks link without code. Other Insightly products connect natively too.

Insightly Seamless Integrations

Thryv: SEO services and the site builder aim at search visibility rather than data plumbing. Listings push your details to directories automatically. Third-party integrations are fewer than Insightly offers.

Thryv Marketing Center – Überblick: SEO

9. Support and Service Channels

Aufschlussreich: Insightly Service adds ticketing and a knowledge base as a separate paid product. Core CRM support runs through email and an online help centre. Higher tiers get faster response commitments.

Insightly Support & Ticketing

Thryv: Social media management and web chat feed the same inbox as calls and texts. Support is available 24/7 to every account. Small teams without a dedicated service desk gain the most here.

Thryv Social Media Management

10. Preisgestaltung & Kosten

Here are the plans side by side, exactly as our data records them.

StufeAufschlussreichThryv
EintragPlus — $29/user/monthMarketing Center — $244/month
MitteProfessional — $49/user/monthKeap — $299/month
SpitzeEnterprise — $99/user/monthNicht aufgeführt
Billing modelPer user, billed annuallyFlat monthly package

Aufschlussreich: Pricing is competitive at Plus and Professional. The Enterprise tier is almost double Zoho CRM, so heavy compliance needs get expensive. For example, a five-person team on Plus costs $145 per month.

Thryv: The flat package price covers the whole company, not one user. That works out cheaper than Insightly once you pass roughly nine seats. Add the $250 onboarding charge to year-one costs.

Verschiedene Szenarien

Falls Sie Folgendes benötigen:WählenWarum
Projects after the saleAufschlussreichMilestones and Gantt charts
Online booking and paymentsThryvThryvPay and 24/7 scheduling
A team of five or fewerAufschlussreichCheaper per user at that size
Local search visibilityThryvSyncs 50+ listing sites
HIPAA or GDPR coverageAufschlussreichSOC 2 Type II certified too
Deep pipeline reportingAufschlussreichOpportunities dashboard and forecasts

💰 Ihr Budget

Insightly starts at $29 per seat, so a small crew pays less. Thryv’s flat package only wins once headcount climbs past nine.

🔌 Dein Tech-Stack

Insightly plugs into Google Workspace and roughly 2,000 other apps. Thryv prefers to be the whole stack, which is simpler but harder to leave.

📝 Ihr Workflow

Consultants and agencies live in projects, which points to Insightly. Salons, trades, and clinics live in the calendar, which points to Thryv.

🎓 Dein Erfahrungslevel

Insightly has a short learning curve and a fast setup, which is a key reason for its appeal. Thryv leans on guided onboarding instead.

🆓 Kostenlose Testversionen und Demos

Insightly lets you create a trial account in the browser and start straight away. Thryv routes you to a demo, so book a phone slot früh.

🛟 Support and Security

Thryv gives every account 24/7 human help, which is rare at this level. Insightly answers the security Frage better with SOC 2, GDPR, and HIPAA compliance.

Umstellungsleitfaden

Already paying for one of these? Here is what changes if you move.

🔄 Switching from Insightly to Thryv?

✅ Was Sie davon haben:

  • A website builder and enhanced local listings
  • Online payments, invoices, and a client portal
  • The Thryv Command Center inbox for every channel

❌ Was Sie verlieren werden:

  • Project milestones, pipelines, and Gantt views
  • Two thousand AppConnect integrations
  • HIPAA and SOC 2 Type II compliance coverage

📋 So wechseln Sie:

  1. Export contacts, organizations, and open projects to CSV
  2. Book the Thryv demo and agree your package
  3. Import records during the paid onboarding session
🔄 Switching from Thryv to Insightly?

✅ Was Sie davon haben:

  • Real project management tied to won deals
  • Deeper sales pipeline and forecast reporting
  • Per-user pricing that scales down for tiny teams

❌ Was Sie verlieren werden:

  • ThryvPay, invoicing, and the client portal
  • Automatic sync across 50+ listing sites
  • 24/7 support on every plan

📋 So wechseln Sie:

  1. Download your customer list and appointment history
  2. Start an Insightly trial and map your fields
  3. Rebuild booking and payments with third-party apps

What Our Review Didn’t Cover

This comparison focused on small and mid-sized teams. We did not test bulk data migration, custom API builds, or how either system behaves past a hundred users. Thryv’s package pricing is negotiated per account, so your quote may differ from the figures here. Our notes reflect the August 2026 version of each platform.

Endgültiges Urteil

KategorieGewinner
💰 PreisgestaltungAufschlussreich
🚀 CRM DepthAufschlussreich
📋 ProjektmanagementAufschlussreich
💳 Invoices and PaymentsThryv
🌐 Online PresenceThryv
🔌 IntegrationenAufschlussreich
🛟 Support HoursThryv
🏆 GesamtsiegerAufschlussreich

🏆 GEWINNER: INSIGHTLY

Insightly wins 4 out of 7 categories.

Ideal für: Sales teams with delivery work, agencies, consultancies, and regulated organizations

These are two different products wearing the same category label. Insightly is a customer relationship management system that keeps the connection between selling and delivering intact.

Thryv is a Kleinunternehmen marketing suite with a CRM attached. It is excellent if your day runs on bookings, invoices, and reviews.

For most buyers reading a CRM comparison, Insightly is the safer pick. It costs less per seat, integrates more widely, and handles the work that follows a closed deal.

Mehr von Insightly im Vergleich

Here is how Insightly measures up against other crm software options:

Insightly vs Zoho CRM

Insightly punktet in folgenden Bereichen: Easier day-one setup, native project management, smoother data input and sharing

Zoho CRM punktet in folgenden Bereichen: Deeper feature set, cheaper Enterprise tier, wider custom workflow options

Insightly vs HubSpot

Insightly punktet in folgenden Bereichen: Lower entry cost, project delivery tracking, HIPAA coverage for regulated work

HubSpot punktet in folgenden Bereichen: Free starter tier, richer content marketing, larger partner marketplace

Insightly vs Pipedrive

Insightly punktet in folgenden Bereichen: Post-sale project work, AppConnect breadth, linked service and marketing add-ons

Pipedrive gewinnt in: Cheaper starting seat, tighter deal-focused interface, quicker rep adoption

Insightly vs Salesforce

Insightly punktet in folgenden Bereichen: Faster rollout, no admin hire needed, predictable per-seat costs

Salesforce punktet bei: Enterprise scale, huge app marketplace depth, granular permission control

Mehr von Thryv im Vergleich

Thryv competes with a different set of tools. The video below covers the main alternatives.

Die besten CRM-Tools für Ihre Bedürfnisse

Thryv gegen GoHighLevel

Thryv gewinnt in folgender Kategorie: Guided onboarding, round-the-clock support, listings sync for physical locations

GoHighLevel gewinnt bei: Agency white-labelling, unlimited sub-accounts, lower monthly entry price

Thryv gegen Keap

Thryv gewinnt in folgender Kategorie: Local search visibility, built-in site builder, appointment-first design

Keap gewinnt durch: Automation branching depth, sales pipeline reporting, e-commerce checkout options

Thryv gegen ActiveCampaign

Thryv gewinnt in folgender Kategorie: Invoicing and payments, review management, all-in-one setup for non-marketers

ActiveCampaign ist in folgenden Bereichen führend: Email deliverability, segmentation logic, far cheaper starting plan

Thryv vs. Monday CRM

Thryv gewinnt in folgender Kategorie: Customer-facing portal, local listings, payment collection out of the box

Montags-CRM-Erfolge bei: Board customization, task and project views, transparent self-serve pricing

Häufig gestellte Fragen

Wozu wird Insightly verwendet?

It manages customer interactions, leads, and sales opportunities, then turns won deals into projects. Teams also use it for task management, reporting, and contact records.

Ist Insightly einfach zu bedienen?

Yes. The interface is intuitive and getting data in is not convoluted. It is easier to pick up than Zoho CRM, though not as feature-deep.

Ist Thryv ein CRM-System?

Partly. It includes customer relationship management, but the wider suite covers scheduling, invoicing, listings, and reputation work for small businesses.

Wie lautete der frühere Name von Thryv?

The company was previously known as Dex Media, and before that DexYP. It grew out of Yellow Pages directory businesses.

Hat Thryv einen Vertrag?

Yes. Paid packages are agreed through a sales rep, and a one time onboarding fee of $250 applies. Ask about term length before signing.

Fahim Joharder, Gründer

Fahim Joharder, Gründer

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