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Insightly vs Thryv: Which CRM Tool Wins in 2026?

執筆者 | Last updated Aug 7, 2026

勝者
洞察力のある
4.1
  • SOC 2 Type II, GDPR & HIPAA
  • 2,000以上のAppConnectコネクタ
  • Copilot AI アシスタント 内蔵型
  • Projects + CRM in One System
  • ガントチャートは2025年に追加されました
  • Custom Pipelines & Kanban Views
  • 月額29ドル/ユーザーからのプラン
準優勝
スリヴ
2.6
  • 5万以上の地元企業
  • 無料プランあり
  • 50以上の掲載サイトを同期
  • コマンドセンター統合 受信トレイ
  • ThryvPayオンライン決済
  • 24/7 Support Included
  • マーケティングセンター 月額244ドル

⚡ 簡単な評価:

  • 価格: Insightly starts at $29/user/month. Thryv Marketing Center costs $244/month.
  • 最適な用途: Insightly suits sales teams that run projects. Thryv suits local service businesses.
  • 主な違い: Insightly links customer relationship management to project delivery. Thryv bundles a ウェブサイトビルダー, listings, and payments.
  • 私たちのおすすめ: 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 データ.

But price is the smallest difference between these two.

1つは CRM built around deals and projects.

The other is a marketing suite built around local visibility.

概要

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

私たちの 作家 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 報告.

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

Insightly とは何ですか?

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のレビュー:予想以上だった?

🏆 受賞者:Insightly

⭐ 4.1/5 | 💰 月額29ドル/ユーザーから

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

Insightlyの価格

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

プラン価格最適な用途
プラス1ユーザーあたり月額29ドル小規模な営業チームが
プロ1ユーザーあたり月額49ドルワークフロー オートメーション and dashboards
企業1ユーザーあたり月額99ドルすべての機能にフルアクセスできます

Pricing verified August 2026.

インサイトリーのトップメリット

無料トライアル: Yes. Insightly offers a 14-day trial of the paid tiers with no card needed.

返金保証: None advertised. Annual contracts are not refunded mid-term.

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

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

Insightlyの主なメリット

Insightlyが注目に値する理由は以下のとおりです。

  • 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との連携: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, email, and 会計 apps all connect.
  • 副操縦士 AIアシスタント: Copilot summarizes emails and speeds up data retrieval. It reduces manual admin work for busy managers.
  • レポートとダッシュボード: Visual reports surface 仕事 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のホームページ

私たちのチームが気づいたこと

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.

Insightlyの長所と短所

✅ メリット
  • 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
❌ デメリット
  • 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

Thryvとは何ですか?

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 中小企業 reach more customers, stay organized, and get paid faster.

Thryv CRMの正直なレビュー - 使用前にご覧ください

Runner Up: Thryv

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

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

Thryvの価格

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

プラン価格最適な用途
マーケティングセンター月額244ドルListings, SEO, and campaign work
キープ月額299ドルHeavier オートメーション 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.

無料トライアル: A free plan with limited features exists. Paid packages are usually demoed by a sales rep first.

返金保証: None published. Contract terms are agreed during onboarding.

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

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

Thryvの主な利点

Here is where Thryv earns its keep:

  • 24時間年中無休のオンライン予約: Automated scheduling lets clients book appointments any hour. Thryv reports a 61% lift in bookings for typical users.
  • 強化されたローカルリスティング: Business information syncs across 50+ listing sites including Google and Yahoo. Each location stays accurate.
  • スリヴ司令部: 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.
  • 節約できた時間: Consolidating invoicing, scheduling, and document storage saves owners an average of 20 hours per week.
  • 評判管理ツール: The AI Response Tool helps you respond to reviews quickly. TeamChat keeps internal staff messages in one thread.
Thryvの主なメリット

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

Thryv ホームページ

私たちのチームが気づいたこと

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の個人的体験

Thryvの長所と短所

✅ メリット
  • 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
❌ デメリット
  • 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

機能比較

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

特徴洞察力のあるスリヴ
開始価格1ユーザーあたり月額29ドル月額244ドル
無料プラン
プロジェクト管理
連絡先管理
ワークフロー自動化
ウェブサイトビルダー
オンライン決済
ローカルリスティング同期
Reporting Dashboards
最適な用途Sales teams running projects地元のサービス業

1. CRM Foundations

洞察力: 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 モダン CRM

スリーヴ: 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.

中小企業向け秋のセールアイデア:今すぐ試すべき3つのマーケティング戦略

2. Contact Management and Customer Records

洞察力: 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.

インサイトリーCRM

スリーヴ: 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

洞察力: 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.

インサイトリー・プロジェクト・マネジメント

スリーヴ: 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チームチャット

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

4. Reporting and Dashboards

洞察力: 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.

洞察力に富んだレポート

スリーヴ: 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ウェブサイト分析

5. Organizations, Invoices, and Payments

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

洞察力のある組織

スリーヴ: 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の請求書と領収書

6. Email and Campaign Marketing

洞察力: 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.

インサイトリーメール

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

Thryvキャンペーン分析

7. AI and Workflow Automation

洞察力: 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.

インサイトリーAIオートメーション

スリーヴ: 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

洞察力: 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.

インサイトリーのシームレスな統合

スリーヴ: 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マーケティングセンター概要:SEO

9. Support and Service Channels

洞察力: 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のサポートとチケット管理

スリーヴ: 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 ソーシャルメディアマネジメント

10. 価格設定とコスト

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

ティア洞察力のあるスリヴ
エントリプラス — 月額29ドル/ユーザーマーケティングセンター — 月額244ドル
プロフェッショナルプラン — 月額49ドル/ユーザーKeap — $299/month
トップエンタープライズ版 — 月額99ドル/ユーザー記載なし
課金モデルユーザー1人あたり、年間請求Flat monthly package

洞察力: 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.

スリーヴ: 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.

さまざまなシナリオ

必要な場合は選ぶなぜ
Projects after the sale洞察力のあるマイルストーンとガントチャート
Online booking and paymentsスリヴThryvPay and 24/7 scheduling
A team of five or fewer洞察力のあるCheaper per user at that size
Local search visibilityスリヴSyncs 50+ listing sites
HIPAA or GDPR coverage洞察力のあるSOC 2 Type II certified too
Deep pipeline reporting洞察力のあるOpportunities dashboard and forecasts

💰 あなたの予算

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

🔌 あなたの技術スタック

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.

📝 あなたのワークフロー

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

🎓 あなたの経験レベル

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

🆓 無料トライアルとデモ

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 早い.

🛟 サポートとセキュリティ

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

切り替えガイド

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

🔄 Switching from Insightly to Thryv?

✅ 得られるもの:

  • ウェブサイトビルダーと強化されたローカルリスティング
  • Online payments, invoices, and a client portal
  • The Thryv Command Center inbox for every channel

❌ 失うもの:

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

📋切​​り替え方法:

  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?

✅ 得られるもの:

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

❌ 失うもの:

  • ThryvPay, invoicing, and the client portal
  • Automatic sync across 50+ listing sites
  • すべてのプランで24時間365日のサポート

📋切​​り替え方法:

  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

私たちのレビューで取り上げられなかったこと

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.

最終評決

カテゴリ勝者
💰価格洞察力のある
🚀 CRM Depth洞察力のある
📋 プロジェクト管理洞察力のある
💳 請求書と支払いスリヴ
🌐 Online Presenceスリヴ
🔌 連携機能洞察力のある
🛟 Support Hoursスリヴ
🏆総合優勝洞察力のある

🏆 受賞者:インサイトリー

Insightlyは7部門中4部門で受賞した。

最適な用途: 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.

スリヴは 中小企業 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.

Insightly Comparedのその他の記事

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

Insightly vs Zoho CRM

Insightlyが勝利した点: Easier day-one setup, native project management, smoother data input and sharing

Zoho CRMが優れている点: Deeper feature set, cheaper Enterprise tier, wider custom workflow options

Insightly vs HubSpot

Insightlyが勝利した点: Lower entry cost, project delivery tracking, HIPAA coverage for regulated work

HubSpotが優れている点: Free starter tier, richer content marketing, larger partner marketplace

インサイトリー対 パイプドライブ

Insightlyが勝利した点: Post-sale project work, AppConnect breadth, linked service and marketing add-ons

Pipedriveが勝利した点: Cheaper starting seat, tighter deal-focused interface, quicker rep adoption

インサイトリー対 セールスフォース

Insightlyが勝利した点: Faster rollout, no admin hire needed, predictable per-seat costs

Salesforceが優れている点: Enterprise scale, huge app marketplace depth, granular permission control

Thryvの比較をもっと見る

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

あなたのニーズに最適なCRMツール

スリヴ対 ゴーハイレベル

Thryvの勝利条件: Guided onboarding, round-the-clock support, listings sync for physical locations

GoHighLevelが優れている点: Agency white-labelling, unlimited sub-accounts, lower monthly entry price

スリーヴ vs キープ

Thryvの勝利条件: Local search visibility, built-in site builder, appointment-first design

キープの勝利条件: Automation branching depth, sales pipeline reporting, e-commerce checkout options

スリヴ対 アクティブキャンペーン

Thryvの勝利条件: Invoicing and payments, review management, all-in-one setup for non-marketers

ActiveCampaignが優れている点: Email deliverability, segmentation logic, far cheaper starting plan

Thryv 対 Monday CRM

Thryvの勝利条件: Customer-facing portal, local listings, payment collection out of the box

月曜日のCRMの勝利点: Board customization, task and project views, transparent self-serve pricing

よくある質問

Insightlyは何に使われますか?

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 は使いやすいですか?

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はCRMですか?

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

Thryvの以前の名前は何ですか?

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

スリヴは契約を結んでいるのか?

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

ファヒム・ジョハーダー、創設者

ファヒム・ジョハーダー、創設者

900種類以上のAIツールをテスト済み。月間読者数25万人以上。

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