Choosing the right tool for your business can feel like a huge headache.
You need to keep track of customers, deals, and all that stuff, right?
That’s a real problem!
So, let’s break down Insightly vs Thryv.
We’ll look at what they do and how they compare and help you pick the best one for your needs in 2025.
Overview
To give you the best comparison, we dove deep.
Our team spent hours testing each platform, exploring every feature, and analyzing real user feedback.
We focused on key areas like ease of use, customer management, and overall value to provide a practical breakdown.
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Pricing: It has a free trial. The premium plan starts at $29/month.
Key Features:
- Project Management
- Workflow Automation
- Relationship Linking
Explore its powerful features for managing contacts, scheduling appointments, and campaigns.
Pricing: It has a free demo. The premium plan starts at $244/month.
Key Features:
- Built-in calling
- Email sequences
- Advanced Reporting
What is Insightly?
Insightly is more than just a CRM. It blends sales with project management.
Imagine managing leads and projects in one place.
It’s built for businesses that need that combo.
They want to track customers and deliver projects smoothly.
Also, explore our favorite Insightly alternatives…
Our Take
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
Key Benefits
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- Integrations with popular apps: Connect with your favorite business tools.
Pricing
- Plus: $29/user/month.
- Professional: $49/user/month.
- Enterprise: $99/user/month.
Pros
Cons
What is Thryv?
Thryv. It’s a platform for small businesses.
It does a lot. CRM, marketing, and scheduling. All in one place.
It aims to simplify business operations.
Also, explore our favorite Thryv alternatives…
Our Take
Wanted to Thryv a try! Explore its powerful features for managing contacts, scheduling appointments, and launching marketing campaigns.
Key Benefits
- Centralized hub: Manage all your business needs in one place.
- Automated marketing: Reach more customers with less effort.
- Online scheduling: Let clients book appointments 24/7.
- Accept payments online: Get paid faster and easier.
- Reputation management: Monitor and improve your online reviews.
Pricing
- Command Center: Free dedicated business line.
- Business Center: $244/month.
- Marketing Center: $244/month.
Pros
Cons
Feature Comparison
This analysis evaluates two distinct crm software solutions: Insightly CRM, known for its workflow automation and robust task management.
Thryv, a complete operating system built for small business owners to manage marketing and client services.
This comparison will clarify which platform is the superior solution for optimizing your sales opportunities and overall customer relationship management.
1. Core Focus and System Type
- Insightly CRM: A dedicated crm software that blends customer relationship management with native project management. It is designed to select and empower sales teams and marketing teams with visibility into the entire client lifecycle.
- Thryv: A centralized small business operating system (thryv business center) that focuses on client services, management, and getting paid faster, rather than traditional pipeline tracking.
2. Workflow and Task Management
- Insightly CRM: Excels in workflow automation. Insightly offers the ability to create complex multi-step processes and assign tasks to streamline administrative work and ensure timely client follow-ups.
- Thryv: Focuses more on simplifying client communication and scheduling. While it assists with management, its automation centers on simplifying customer interactions and sms marketing messages.
3. Client Portal and Interaction
- Insightly CRM: Primarily focuses on internal task management and sales pipeline visibility. Client interactions are generally tracked within the main insightly crm interface.
- Thryv: Features a strong client portal estimates feature, allowing clients to manage appointments, make payments, and view documents. This enhances customer interactions directly via the thryv software.
4. Marketing and Lead Nurturing
- Insightly CRM: Insightly marketing is available as a powerful add-on module, providing tools like email templates, landing pages, and engagement tracking to nurture leads.
- Thryv: Provides a dedicated, easy-to-use marketing center with tools for social posting, sms marketing messages, and automatic review management, including enhanced local listings.
5. Mobile and Desktop Experience
- Insightly CRM: Offers robust mobile apps for sales teams on the go, allowing them to manage pipelines and sales opportunities from anywhere.
- Thryv: The platform provides seamless access via view this site properly across any browser, and its core functions are highly optimized for easy management by the small business owner while they stay organized.
6. Integrations and Ecosystem
- Insightly CRM: Insightly offers excellent integration with platforms like google workspace, appealing to marketing teams and sales professionals who use these tools daily.
- Thryv: Integration focuses mainly on payment processors and key scheduling tools essential for the thryv business center owner. The platform aims to be a singular operating system.
7. Security and Reliability
- Insightly CRM: The insightly service module maintains high reliability, and its overall security is strong. Reviews like pc magazine have generally noted its solid performance.
- Thryv: Security includes standard protocols to ensure the verification successful waiting process is fast and the site properly loads. The system is designed to provide secure access to client data and payments.
8. Implementation and Pricing Structure
- Insightly CRM: Implementation involves more setup due to its workflow automation depth. Pricing is typically per user and scales with the number of features needed.
- Thryv: The system is designed for quick small business setup, but often involves a one time onboarding fee in addition to monthly pricing details. The process is straightforward and aims for rapid readiness.
9. Technical Audit and Identification
- Insightly CRM: Insightly offers comprehensive auditing and logging capabilities for regulatory compliance and workflow accountability.
- Thryv: The software utilizes security measures to ensure the integrity of the customer relationship management data and utilizes unique identifiers like ray id to track requests and ensure the thryv command center operates correctly, even if issues occur for a few seconds on the site.
What to Look For in a CRM Tool?
- Integration: Does it play well with your current tools, like contact management? Seamless connections save time and reduce errors.
- Scalability: Can it grow with your business? Choose a CRM that can adapt to your evolving needs.
- User-friendliness: Is it easy for your team to adopt? Simple interfaces encourage consistent use and faster training.
- Support: Does it offer reliable customer service? Quick help is crucial when issues arise.
- Reporting: Does it provide the insights you need? Data-driven decisions depend on accurate and accessible reports.
- Customization: Can you tailor it to fit with your specific workflows? Flexibility ensures that the CRM matches your unique business processes.
- Mobile Access: Is the mobile experience robust? On-the-go access keeps your team connected and productive.
- Security: Does it meet your data security requirements? Protecting sensitive information builds trust and ensures compliance.
Final Verdict
If you want deep customer tracking and strong sales tools, Insightly is a solid pick.
It’s great for detailed work and connecting with other apps.
But if you need an all-in-one place to run your business, Thryv is likely better.
It helps with appointments, payments, and talking to customers all in one spot.
We tested both, and we think Thryv is easier to use for most small businesses.
So, think about what your business needs most.
We’ve done the work; now you pick what works for you!
More of Insightly
Here’s a brief comparison of Insightly with these software solutions:
- Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
- Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
- Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
- Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
- Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
- Insightly vs ClickUp: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
- Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
- Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
More of Thryv
Here’s a brief comparison of Thryv with these software solutions:
- Thryv vs GoHighLevel: Thryv offers robust marketing automation and sales funnels. Thryv simplifies business management for service-based companies.
- Thryv vs Pipedrive: Thryv is a broad business management tool with integrated CRM; Pipedrive specializes in visual sales pipeline management, ideal for sales teams.
- Thryv vs Keap: Thryv offers an all-in-one platform for small business management; Keap focuses on advanced marketing automation and sales CRM with in-depth workflows.
- Thryv vs ActiveCampaign: Thryv provides an integrated platform for local business management and customer interaction; ActiveCampaign excels in sophisticated marketing automation, segmentation, and detailed analytics.
- Thryv vs Hubspot: Thryv is designed as a comprehensive platform for small business operations, including client management and marketing; HubSpot offers a wider suite of marketing, sales, and service tools for businesses of all sizes.
- Thryv vs Clickfunnels: Thryv is an all-in-one business management platform; ClickFunnels is specifically designed for building sales funnels, landing pages, and automating sales processes.
- Thryv vs Folk: Thryv is a comprehensive business management system with integrated CRM; Folk is a more focused, collaborative contact management tool with an emphasis on organization.
- Thryv vs Instantly: Thryv offers a broad suite for small business management, including online presence and payments; Instantly specializes in automated cold email campaigns for sales outreach.
- Thryv vs ClickUp: Thryv is an all-in-one platform for small business operations and client management; ClickUp is a versatile work OS that encompasses project management, task tracking, and customizable CRM features.
- Thryv vs Monday CRM: Thryv provides an integrated solution for small business management and client interaction; Monday CRM focuses on highly customizable visual workflows and project-centric CRM capabilities.
- Thryv vs Capsule CRM: Thryv is a comprehensive business management platform with CRM features; Capsule CRM is a simpler, user-friendly CRM focused on contact management and sales pipeline tracking.
- Thryv vs Insightly: Thryv provides an all-in-one platform for small business operations, including scheduling and payments; Insightly offers a more robust CRM with an advanced sales pipeline and project management functionalities.
- Thryv vs Freshsales: Thryv is an all-in-one business management platform for local businesses; Freshsales CRM specializes in robust sales automation, lead scoring, and in-depth sales reporting.
- Thryv vs Salesforce: Thryv is an integrated platform for small business management; Salesforce is a highly customizable, scalable, enterprise-level CRM with extensive sales, marketing, and service capabilities.
Frequently Asked Questions
What is the main difference between Insightly and Thryv?
Insightly excels in robust relationship management and sales pipeline tracking, while Thryv focuses on an all-in-one approach for service-based businesses, including appointment scheduling and customer communication.
Which CRM has better customer support?
Both offer customer support options. Insightly often receives praise for its detailed features in user reviews, while Thryv is frequently commended for its ease of use.
How do their pricing plans compare?
Pricing varies based on features and user needs. Insightly generally offers tiered pricing plans, while Thryv provides different plans for different business needs.
Which CRM is easier to use?
Thryv is often considered more user-friendly due to its intuitive interface and focus on simplicity. Insightly may require a steeper learning curve due to its more complex features.
Can I try either platform before committing?
Both Insightly and Thryv usually offer free trials or limited free versions, allowing you to explore their features and see which platform best suits your business needs.
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