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Insightly vs Thryv: Which CRM Tool Wins in 2026?

par | Last updated Aug 7, 2026

Gagnant
Perspicace
4.1
  • SOC 2 Type II, GDPR & HIPAA
  • Plus de 2 000 connecteurs AppConnect
  • Copilot AI Assistant Intégré
  • Projects + CRM in One System
  • Diagrammes de Gantt ajoutés en 2025
  • Custom Pipelines & Kanban Views
  • Abonnements à partir de 29 $/utilisateur/mois
Finaliste
Thryv
2.6
  • Plus de 50 000 entreprises locales
  • Plan gratuit disponible
  • Synchronisation de plus de 50 sites d'annonces
  • Centre de commandement unifié Boîte de réception
  • Paiements en ligne ThryvPay
  • 24/7 Support Included
  • Centre de marketing : 244 $/mois

⚡ Verdict rapide :

  • Tarification : Insightly starts at $29/user/month. Thryv Marketing Center costs $244/month.
  • Idéal pour : Insightly suits sales teams that run projects. Thryv suits local service businesses.
  • Différence principale : Insightly links customer relationship management to project delivery. Thryv bundles a créateur de sites web, listings, and payments.
  • Notre choix : 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 données.

But price is the smallest difference between these two.

L'un est un CRM built around deals and projects.

The other is a marketing suite built around local visibility.

Aperçu

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

Notre écrivain 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 reportage.

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

Qu'est-ce qu'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.

Avis sur Insightly CRM : Mieux que prévu ?

🏆 Gagnant : Insightly

⭐ 4,1/5 | 💰 À partir de 29 $/utilisateur/mois

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

Tarification éclairée

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

PlanPrixIdéal pour
Plus29 $/utilisateur/moisPetites équipes de vente en phase de démarrage
Professionnel49 $/utilisateur/moisFlux de travail automation and dashboards
Entreprise99 $/utilisateur/moisAccès complet à toutes les fonctionnalités

Pricing verified August 2026.

Principaux avantages d'Insightly

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

Garantie de remboursement : None advertised. Annual contracts are not refunded mid-term.

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

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

Principaux avantages d'Insightly

Voici ce qui rend Insightly digne d'intérêt :

  • 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.
  • Intégrations AppConnect : A low-code engine ships over 2,000 pre-built connectors. Google Workspace, email, and comptabilité apps all connect.
  • Copilote Assistant IA: Copilot summarizes emails and speeds up data retrieval. It reduces manual admin work for busy managers.
  • Rapports et tableaux de bord : Visual reports surface entreprise 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.
Page d'accueil perspicace

Ce que notre équipe a remarqué

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.

Points forts et points faibles d'Insightly

✅ Avantages
  • 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
❌ Inconvénients
  • 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

Qu'est-ce que 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 petite entreprise reach more customers, stay organized, and get paid faster.

Avis honnête sur Thryv CRM - À voir avant utilisation

Runner Up: Thryv

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

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

Tarification de Thryv

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

PlanPrixIdéal pour
Centre de marketing244 $/moisListings, SEO, and campaign work
Gardez299 $/moisHeavier automation 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.

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

Garantie de remboursement : None published. Contract terms are agreed during onboarding.

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

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

Principaux avantages de Thryv

Here is where Thryv earns its keep:

  • Réservation en ligne 24h/24 et 7j/7 : Automated scheduling lets clients book appointments any hour. Thryv reports a 61% lift in bookings for typical users.
  • Annonces locales améliorées : Business information syncs across 50+ listing sites including Google and Yahoo. Each location stays accurate.
  • Centre de commandement 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.
  • Gain de temps : Consolidating invoicing, scheduling, and document storage saves owners an average of 20 hours per week.
  • Outils de réputation : The AI Response Tool helps you respond to reviews quickly. TeamChat keeps internal staff messages in one thread.
Principaux avantages de Thryv

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

Page d'accueil de Thryv

Ce que notre équipe a remarqué

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:

Expérience personnelle Thryv

Avantages et inconvénients de Thryv

✅ Avantages
  • 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
❌ Inconvénients
  • 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

Comparaison des fonctionnalités

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

FonctionnalitéPerspicaceThryv
Prix ​​initial29 $/utilisateur/mois244 $/mois
Plan gratuit
Gestion de projet
Gestion des contacts
Automatisation des flux de travail
Créateur de sites web
Paiements en ligne
Synchronisation des annonces locales
Reporting Dashboards
Idéal pourSales teams running projectsentreprises de services locaux

1. CRM Foundations

Perspicace : 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 moderne et perspicace

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.

Idées de soldes d'automne pour les petites entreprises : 3 stratégies marketing à tester dès maintenant

2. Contact Management and Customer Records

Perspicace : 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

Perspicace : 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.

Gestion de projet perspicace

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 d'équipe Thryv

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

4. Reporting and Dashboards

Perspicace : 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.

Reportages 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”.

Analyse du site web Thryv

5. Organizations, Invoices, and Payments

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

Organisations perspicaces

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.

Facturation et factures Thryv

6. Email and Campaign Marketing

Perspicace : 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.

Courriel perspicace

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

Analyses de campagne Thryv

7. AI and Workflow Automation

Perspicace : 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.

Automatisations IA perspicaces

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

Perspicace : 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.

Intégrations transparentes et pertinentes

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.

Présentation du centre marketing Thryv : SEO

9. Support and Service Channels

Perspicace : 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.

Assistance et billetterie 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.

Gestion des médias sociaux de Thryv

10. Tarification et coût

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

ÉtagePerspicaceThryv
EntréePlus — 29 $/utilisateur/moisCentre de marketing — 244 $/mois
MilieuProfessionnel — 49 $/utilisateur/moisKeap — $299/month
HautEntreprise — 99 $/utilisateur/moisNon répertorié
Modèle de facturationPar utilisateur, facturé annuellementFlat monthly package

Perspicace : 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.

Différents scénarios

Si vous avez besoinChoisirPourquoi
Projects after the salePerspicaceJalons et diagrammes de Gantt
Online booking and paymentsThryvThryvPay and 24/7 scheduling
A team of five or fewerPerspicaceCheaper per user at that size
Local search visibilityThryvSyncs 50+ listing sites
HIPAA or GDPR coveragePerspicaceSOC 2 Type II certified too
Deep pipeline reportingPerspicaceOpportunities dashboard and forecasts

💰 Votre budget

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

🔌 Votre pile technologique

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.

📝 Votre flux de travail

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

🎓 Votre niveau d'expérience

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

🆓 Essais et démos gratuits

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 tôt.

🛟 Assistance et sécurité

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

Guide de changement

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

🔄 Switching from Insightly to Thryv?

✅ Ce que vous y gagnerez :

  • Un outil de création de sites web et des annonces locales améliorées
  • Online payments, invoices, and a client portal
  • The Thryv Command Center inbox for every channel

❌ Ce que vous perdrez :

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

📋 Comment changer :

  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?

✅ Ce que vous y gagnerez :

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

❌ Ce que vous perdrez :

  • ThryvPay, invoicing, and the client portal
  • Automatic sync across 50+ listing sites
  • Assistance 24h/24 et 7j/7 pour chaque forfait

📋 Comment changer :

  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

Ce que notre analyse n'a pas couvert

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.

Verdict final

CatégorieGagnant
💰 TarificationPerspicace
🚀 CRM DepthPerspicace
📋 Gestion de projetPerspicace
💳 Factures et paiementsThryv
🌐 Online PresenceThryv
🔌 IntégrationsPerspicace
🛟 Support HoursThryv
🏆 Vainqueur toutes catégoriesPerspicace

🏆 GAGNANT : INSIGHTLY

Insightly remporte 4 catégories sur 7.

Idéal pour : 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 est un petite entreprise 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.

Comparaison plus approfondie

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

Insightly contre Zoho CRM

Insightly remporte des victoires sur : Easier day-one setup, native project management, smoother data input and sharing

Zoho CRM l'emporte sur : Deeper feature set, cheaper Enterprise tier, wider custom workflow options

Insightly contre HubSpot

Insightly remporte des victoires sur : Lower entry cost, project delivery tracking, HIPAA coverage for regulated work

HubSpot l'emporte sur : Free starter tier, richer content marketing, larger partner marketplace

Perspicace vs Pipedrive

Insightly remporte des victoires sur : Post-sale project work, AppConnect breadth, linked service and marketing add-ons

Pipedrive l'emporte sur : Cheaper starting seat, tighter deal-focused interface, quicker rep adoption

Perspicace vs Salesforce

Insightly remporte des victoires sur : Faster rollout, no admin hire needed, predictable per-seat costs

Salesforce l'emporte sur : Enterprise scale, huge app marketplace depth, granular permission control

Comparaison de Thryv

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

Les meilleurs outils CRM pour vos besoins

Thryv contre GoHighLevel

Thryv gagne sur : Guided onboarding, round-the-clock support, listings sync for physical locations

GoHighLevel gagne sur : Agency white-labelling, unlimited sub-accounts, lower monthly entry price

Thryv contre Keap

Thryv gagne sur : Local search visibility, built-in site builder, appointment-first design

Keap gagne sur : Automation branching depth, sales pipeline reporting, e-commerce checkout options

Thryv contre ActiveCampaign

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

ActiveCampaign remporte la victoire sur : Email deliverability, segmentation logic, far cheaper starting plan

Thryv contre Monday CRM

Thryv gagne sur : Customer-facing portal, local listings, payment collection out of the box

Lundi, CRM remporte la victoire sur : Board customization, task and project views, transparent self-serve pricing

Foire aux questions

À quoi sert 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.

Insightly est-il facile à utiliser ?

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 est-il un CRM ?

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

Quel est l'ancien nom de Thryv ?

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

Thryv a-t-il un contrat ?

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

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