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Insightly vs Thryv: Which CRM Tool Wins in 2026?

por | Last updated Aug 7, 2026

Ganador
Perspicazmente
4.1
  • SOC 2 Type II, GDPR & HIPAA
  • Más de 2000 conectores AppConnect
  • Copilot AI Asistente Construido
  • Projects + CRM in One System
  • Diagramas de Gantt añadidos en 2025
  • Custom Pipelines & Kanban Views
  • Planes desde $29/usuario/mes
Subcampeón
Thryv
2.6
  • Más de 50.000 negocios locales
  • Plan gratuito disponible
  • Sincroniza más de 50 sitios de anuncios.
  • Centro de mando unificado Bandeja de entrada
  • Pagos en línea con ThryvPay
  • 24/7 Support Included
  • Centro de marketing $244/mes

⚡ Veredicto rápido:

  • Precios: Insightly starts at $29/user/month. Thryv Marketing Center costs $244/month.
  • Ideal para: Insightly suits sales teams that run projects. Thryv suits local service businesses.
  • Diferencia clave: Insightly links customer relationship management to project delivery. Thryv bundles a creador de sitios web, listings, and payments.
  • Nuestra elección: 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 datos.

But price is the smallest difference between these two.

Uno es un CRM built around deals and projects.

The other is a marketing suite built around local visibility.

Descripción general

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

Nuestro escritor 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 reportando.

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

¿Qué es 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.

Análisis de Insightly CRM: ¿Mejor de lo que esperaba?

🏆 Ganador: Insightly

⭐ 4.1/5 | 💰 Desde $29/usuario/mes

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

Precios de Insightly

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

PlanPrecioMejor para
Más$29/usuario/mesPequeños equipos de ventas que están comenzando
Profesional$49/usuario/mesFlujo de trabajo automatización and dashboards
Empresa$99/usuario/mesAcceso completo a todas las funciones

Pricing verified August 2026.

Principales beneficios de Insightly

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

Garantía de devolución de dinero: None advertised. Annual contracts are not refunded mid-term.

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

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

Principales ventajas de Insightly

Esto es lo que hace que valga la pena echar un vistazo a Insightly:

  • 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.
  • Integraciones de AppConnect: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, email, and contabilidad apps all connect.
  • Copiloto Asistente de IA: Copilot summarizes emails and speeds up data retrieval. It reduces manual admin work for busy managers.
  • Informes y paneles de control: Visual reports surface negocio 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.
Página principal de Insightly

Lo que nuestro equipo observó

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.

Ventajas y desventajas de Insightly

✅ Ventajas
  • 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
❌ Contras
  • 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

¿Qué es 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 pequeña empresa reach more customers, stay organized, and get paid faster.

Análisis honesto de Thryv CRM: véalo antes de usarlo.

Runner Up: Thryv

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

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

Precios de Thryv

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

PlanPrecioMejor para
Centro de marketing$244/mesListings, SEO, and campaign work
Keap$299/mesHeavier automatización 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.

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

Garantía de devolución de dinero: None published. Contract terms are agreed during onboarding.

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

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

Principales beneficios de Thryv

Here is where Thryv earns its keep:

  • Reservas online 24/7: Automated scheduling lets clients book appointments any hour. Thryv reports a 61% lift in bookings for typical users.
  • Listados locales mejorados: Business information syncs across 50+ listing sites including Google and Yahoo. Each location stays accurate.
  • Centro de mando de Thryv: 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.
  • Tiempo ahorrado: Consolidating invoicing, scheduling, and document storage saves owners an average of 20 hours per week.
  • Herramientas de reputación: The AI Response Tool helps you respond to reviews quickly. TeamChat keeps internal staff messages in one thread.
Principales beneficios de Thryv

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

Página principal de Thryv

Lo que nuestro equipo observó

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:

Experiencia personal de Thryv

Ventajas y desventajas de Thryv

✅ Ventajas
  • 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
❌ Contras
  • 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

Comparación de características

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

CaracterísticaPerspicazmenteThryv
Precio inicial$29/usuario/mes$244/mes
Plan gratuito
Gestión de proyectos
Gestión de contactos
Automatización del flujo de trabajo
Creador de sitios web
Pagos en línea
Sincronización de listados locales
Reporting Dashboards
Mejor paraSales teams running projectsEmpresas de servicios locales

1. CRM Foundations

Perspicazmente: 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.

CRM moderno e innovador

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.

Ideas para las rebajas de otoño de las pequeñas empresas: 3 estrategias de marketing que puedes probar ahora

2. Contact Management and Customer Records

Perspicazmente: 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.

CRM Insightly

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

Perspicazmente: 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.

Gestión de proyectos con visión estratégica

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.

Chat del equipo de Thryv

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

4. Reporting and Dashboards

Perspicazmente: 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.

Informes perspicaces

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”.

Análisis del sitio web de Thryv

5. Organizations, Invoices, and Payments

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

Organizaciones con visión de futuro

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.

Facturación y recibos de Thryv

6. Email and Campaign Marketing

Perspicazmente: 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.

Correo electrónico de Insightly

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

Análisis de campañas de Thryv

7. AI and Workflow Automation

Perspicazmente: 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.

Automatizaciones de IA de Insightly

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

Perspicazmente: 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.

Integraciones perfectas e intuitivas

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.

Descripción general del Centro de Marketing de Thryv: SEO

9. Support and Service Channels

Perspicazmente: 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.

Soporte y gestión de incidencias de Insightly

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.

Gestión de redes sociales de Thryv

10. Precios y costos

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

NivelPerspicazmenteThryv
EntradaAdemás, 29 dólares por usuario al mes.Centro de marketing: 244 dólares al mes.
MedioProfesional: 49 $/usuario/mesKeap — $299/month
ArribaEmpresa: 99 dólares por usuario al mes.No aparece en la lista.
Modelo de facturaciónPor usuario, facturado anualmente.Flat monthly package

Perspicazmente: 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.

Diferentes escenarios

Si lo necesitaElegirPor qué
Projects after the salePerspicazmenteHitos y diagramas de Gantt
Online booking and paymentsThryvThryvPay and 24/7 scheduling
A team of five or fewerPerspicazmenteCheaper per user at that size
Local search visibilityThryvSyncs 50+ listing sites
HIPAA or GDPR coveragePerspicazmenteSOC 2 Type II certified too
Deep pipeline reportingPerspicazmenteOpportunities dashboard and forecasts

💰 Tu presupuesto

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

🔌 Tu conjunto de tecnologías

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.

📝 Tu flujo de trabajo

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

🎓 Tu nivel de experiencia

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

Pruebas y demostraciones gratuitas 🆓

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 temprano.

🛟 Soporte y seguridad

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

Guía de cambio

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

🔄 Switching from Insightly to Thryv?

✅ Lo que ganarás:

  • Un creador de sitios web y listados locales mejorados.
  • Online payments, invoices, and a client portal
  • The Thryv Command Center inbox for every channel

❌ Lo que perderás:

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

📋 Cómo cambiar:

  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?

✅ Lo que ganarás:

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

❌ Lo que perderás:

  • ThryvPay, invoicing, and the client portal
  • Automatic sync across 50+ listing sites
  • Soporte 24/7 en todos los planes.

📋 Cómo cambiar:

  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

Lo que nuestra reseña no cubrió

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.

Veredicto final

CategoríaGanador
💰 PreciosPerspicazmente
🚀 CRM DepthPerspicazmente
📋 Gestión de proyectosPerspicazmente
💳 Facturas y pagosThryv
🌐 Online PresenceThryv
🔌 IntegracionesPerspicazmente
🛟 Support HoursThryv
🏆 Ganador absolutoPerspicazmente

🏆 GANADOR: INSIGHTLY

Insightly gana en 4 de las 7 categorías.

Ideal para: 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 es un pequeña empresa 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.

Más de Insightly comparado

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

Insightly vs Zoho CRM

Insightly gana en: Easier day-one setup, native project management, smoother data input and sharing

Zoho CRM gana en: Deeper feature set, cheaper Enterprise tier, wider custom workflow options

Insightly frente a HubSpot

Insightly gana en: Lower entry cost, project delivery tracking, HIPAA coverage for regulated work

HubSpot triunfa en: Free starter tier, richer content marketing, larger partner marketplace

Perspicacia vs. Pipedrive

Insightly gana en: Post-sale project work, AppConnect breadth, linked service and marketing add-ons

Pipedrive gana en: Cheaper starting seat, tighter deal-focused interface, quicker rep adoption

Perspicacia vs. Fuerza de ventas

Insightly gana en: Faster rollout, no admin hire needed, predictable per-seat costs

Salesforce gana en: Enterprise scale, huge app marketplace depth, granular permission control

Más de Thryv comparado

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

Las mejores herramientas CRM para tus necesidades

Thryv contra GoHighLevel

Thryv gana en: Guided onboarding, round-the-clock support, listings sync for physical locations

GoHighLevel gana en: Agency white-labelling, unlimited sub-accounts, lower monthly entry price

Thryv contra Keap

Thryv gana en: Local search visibility, built-in site builder, appointment-first design

Sigue ganando: Automation branching depth, sales pipeline reporting, e-commerce checkout options

Thryv contra Campaña activa

Thryv gana en: Invoicing and payments, review management, all-in-one setup for non-marketers

ActiveCampaign gana en: Email deliverability, segmentation logic, far cheaper starting plan

Thryv frente a Monday CRM

Thryv gana en: Customer-facing portal, local listings, payment collection out of the box

El CRM del lunes triunfa en: Board customization, task and project views, transparent self-serve pricing

Preguntas frecuentes

¿Para qué se utiliza Insightly?

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.

¿Es fácil de usar Insightly?

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.

¿Thryv es un CRM?

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

¿Cuál era el nombre anterior de Thryv?

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

¿Thryv tiene contrato?

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, Fundador

Fahim Joharder, Fundador

Hemos probado más de 900 herramientas de IA. Contamos con más de 250.000 lectores mensuales.

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