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Insightly vs Thryv: Which CRM Tool Wins in 2026?

por | Last updated Aug 7, 2026

Ganhador
Perspicazmente
4.1
  • SOC 2 Type II, GDPR & HIPAA
  • Mais de 2.000 conectores AppConnect
  • Copilot AI Assistente Embutido
  • Projects + CRM in One System
  • Gráficos de Gantt adicionados em 2025
  • Custom Pipelines & Kanban Views
  • Planos a partir de US$ 29/usuário/mês
Vice-campeão
Thryv
2.6
  • Mais de 50.000 empresas locais
  • Plano gratuito disponível
  • Sincroniza mais de 50 sites de anúncios.
  • Centro de Comando Unificado Caixa de entrada
  • Pagamentos online ThryvPay
  • 24/7 Support Included
  • Centro de Marketing $244/mês

⚡ Veredito rápido:

  • Preços: 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.
  • Principal diferença: Insightly links customer relationship management to project delivery. Thryv bundles a construtor de sites, listings, and payments.
  • Nossa escolha: 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 dados.

But price is the smallest difference between these two.

Um é um CRM built around deals and projects.

The other is a marketing suite built around local visibility.

Visão geral

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

Nosso 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 reportagem.

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

O que é o 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.

Análise do Insightly CRM: Melhor do que eu esperava?

🏆 Vencedor: Insightly

⭐ 4,1/5 | 💰 A partir de US$ 29/usuário/mês

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

Preços Insightly

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

PlanoPreçoIdeal para
MaisUS$ 29 por usuário por mêsPequenas equipes de vendas em fase inicial
ProfissionalUS$ 49 por usuário por mêsFluxo de trabalho automação and dashboards
EmpresaUS$ 99 por usuário por mêsAcesso total a todas as funcionalidades

Pricing verified August 2026.

Principais benefícios do Insightly

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

Garantia de reembolso: None advertised. Annual contracts are not refunded mid-term.

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

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

Principais benefícios do Insightly

Eis o que torna o Insightly interessante:

  • 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.
  • Integrações do AppConnect: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, email, and contabilidade apps all connect.
  • Co-piloto assistente de IA: Copilot summarizes emails and speeds up data retrieval. It reduces manual admin work for busy managers.
  • Relatórios e painéis de controle: Visual reports surface negócios 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 inicial do Insightly

O que nossa equipe observou

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.

Vantagens e Desvantagens do Insightly

✅ Prós
  • 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

O que é 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 pequenas empresas reach more customers, stay organized, and get paid faster.

Análise honesta do Thryv CRM - Assista antes de usar

Runner Up: Thryv

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

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

Preços do Thryv

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

PlanoPreçoIdeal para
Centro de Marketing$ 244/mêsListings, SEO, and campaign work
KeapUS$ 299/mêsHeavier automação 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.

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

Garantia de reembolso: None published. Contract terms are agreed during onboarding.

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

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

Principais benefícios do Thryv

Here is where Thryv earns its keep:

  • Reserva online 24 horas por dia, 7 dias por semana: Automated scheduling lets clients book appointments any hour. Thryv reports a 61% lift in bookings for typical users.
  • Listagens locais aprimoradas: Business information syncs across 50+ listing sites including Google and Yahoo. Each location stays accurate.
  • Centro de Comando 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.
  • Tempo economizado: Consolidating invoicing, scheduling, and document storage saves owners an average of 20 hours per week.
  • Ferramentas de reputação: The AI Response Tool helps you respond to reviews quickly. TeamChat keeps internal staff messages in one thread.
Principais benefícios do Thryv

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

Página inicial do Thryv

O que nossa equipe observou

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:

Experiência pessoal com Thryv

Thryv: Prós e Contras

✅ Prós
  • 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

Comparação de recursos

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

RecursoPerspicazmenteThryv
Preço inicialUS$ 29 por usuário por mês$ 244/mês
Plano Gratuito
Gerenciamento de projetos
Gestão de Contatos
Automação de fluxo de trabalho
Construtor de Sites
Pagamentos online
Sincronização de anúncios locais
Reporting Dashboards
Ideal paraSales teams running projectsEmpresas de serviços locais

1. CRM Foundations

Perspicaz: 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 perspicaz

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.

Ideias para promoções de outono para pequenas empresas: 3 estratégias de marketing para experimentar agora

2. Contact Management and Customer Records

Perspicaz: 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

Perspicaz: 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.

Gestão de Projetos Insightly

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.

Bate-papo da equipe Thryv

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

4. Reporting and Dashboards

Perspicaz: 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.

Relatórios perspicazes

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”.

Análise do site Thryv

5. Organizations, Invoices, and Payments

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

Organizações Perspicazes

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.

Faturamento e notas fiscais da Thryv

6. Email and Campaign Marketing

Perspicaz: 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.

E-mail do 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.

Análise de campanhas da Thryv

7. AI and Workflow Automation

Perspicaz: 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.

Automações de IA da 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

Perspicaz: 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.

Integrações perfeitas e perspicazes

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.

Visão geral do Thryv Marketing Center: SEO

9. Support and Service Channels

Perspicaz: 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.

Suporte e emissão de bilhetes 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.

Gestão de Redes Sociais da Thryv

10. Preços e Custos

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

NívelPerspicazmenteThryv
EntradaAlém disso — US$ 29/usuário/mêsCentro de Marketing — US$ 244/mês
MeioProfissional — US$ 49/usuário/mêsKeap — $299/month
PrincipalEmpresarial — US$ 99/usuário/mêsNão listado
Modelo de faturamentoPor usuário, cobrado anualmente.Flat monthly package

Perspicaz: 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 cenários

Se você precisarEscolherPor que
Projects after the salePerspicazmenteMarcos e 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

💰 Seu orçamento

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

🔌 Seu conjunto de tecnologias

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.

📝 Seu fluxo de trabalho

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

🎓 Seu nível de experiência

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

🆓 Testes e demonstrações grátis

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 cedo.

🛟 Suporte e Segurança

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

Guia de Troca

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

🔄 Switching from Insightly to Thryv?

✅ O que você vai ganhar:

  • Um construtor de sites e listagens locais aprimoradas
  • Online payments, invoices, and a client portal
  • The Thryv Command Center inbox for every channel

❌ O que você perderá:

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

📋 Como mudar:

  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?

✅ O que você vai ganhar:

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

❌ O que você perderá:

  • ThryvPay, invoicing, and the client portal
  • Automatic sync across 50+ listing sites
  • Suporte 24 horas por dia, 7 dias por semana, em todos os planos.

📋 Como mudar:

  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

O que nossa avaliação não abordou

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

CategoriaGanhador
💰 PreçosPerspicazmente
🚀 CRM DepthPerspicazmente
📋 Gestão de ProjetosPerspicazmente
💳 Faturas e PagamentosThryv
🌐 Online PresenceThryv
🔌 IntegraçõesPerspicazmente
🛟 Support HoursThryv
🏆 Vencedor GeralPerspicazmente

🏆 VENCEDOR: INSIGHTLY

A Insightly venceu em 4 das 7 categorias.

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 é um pequenas empresas 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.

Mais comparações da Insightly

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

Insightly vs Zoho CRM

O Insightly vence em: Easier day-one setup, native project management, smoother data input and sharing

O Zoho CRM se destaca em: Deeper feature set, cheaper Enterprise tier, wider custom workflow options

Insightly vs HubSpot

O Insightly vence em: Lower entry cost, project delivery tracking, HIPAA coverage for regulated work

A HubSpot vence em: Free starter tier, richer content marketing, larger partner marketplace

Insightly vs Pipedrive

O Insightly vence em: Post-sale project work, AppConnect breadth, linked service and marketing add-ons

Pipedrive vence em: Cheaper starting seat, tighter deal-focused interface, quicker rep adoption

Insightly vs Salesforce

O Insightly vence em: Faster rollout, no admin hire needed, predictable per-seat costs

A Salesforce se destaca em: Enterprise scale, huge app marketplace depth, granular permission control

Mais comparações de Thryv

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

As melhores ferramentas de CRM para as suas necessidades.

Thryv vs GoHighLevel

Thryv vence em: Guided onboarding, round-the-clock support, listings sync for physical locations

GoHighLevel vence em: Agency white-labelling, unlimited sub-accounts, lower monthly entry price

Thryv vs Keap

Thryv vence em: Local search visibility, built-in site builder, appointment-first design

Keap vence com base em: Automation branching depth, sales pipeline reporting, e-commerce checkout options

Thryv vs ActiveCampaign

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

ActiveCampaign vence em: Email deliverability, segmentation logic, far cheaper starting plan

Thryv vs Segunda-feira CRM

Thryv vence em: Customer-facing portal, local listings, payment collection out of the box

Vitórias do CRM na segunda-feira em: Board customization, task and project views, transparent self-serve pricing

Perguntas frequentes

Para que serve o 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.

O Insightly é fácil de usar?

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.

O Thryv é um CRM?

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

Qual era o nome anterior de Thryv?

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

Thryv tem 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.

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