⚡ 快速结论：
- 定价： Insightly starts at $29/user/month. Thryv Marketing Center costs $244/month.
- 最适合： Insightly suits sales teams that run projects. Thryv suits local service businesses.
- 主要区别： Insightly links customer relationship management to project delivery. Thryv bundles a 网站建设者, listings, and payments.
- 我们的选择： Insightly, rated 4.1 against 2.6, because it does more for less money per seat.
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 数据.
But price is the smallest difference between these two.
一个是 客户关系管理 built around deals and projects.
The other is a marketing suite built around local visibility.
概述
This Insightly vs Thryv comparison covers pricing, features, and ease of use.
我们的 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 报道.
By the end, you will know which platform fits your organization.
Insightly是什么？
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.
🏆 获奖者：Insightly
Insightly links your sales pipeline to live project delivery. It is compliant with SOC 2 Type II, GDPR, and HIPAA.
Insightly 定价
Insightly offers three tiers. Rates are per user and billed annually.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 加 | 每用户每月 29 美元 | 小型销售团队起步 |
| 专业的 | 每用户每月 49 美元 | 工作流程 自动化 and dashboards |
| 企业 | 每用户每月 99 美元 | 完全访问所有功能 |
Pricing verified August 2026.
免费试用： Yes. Insightly offers a 14-day trial of the paid tiers with no card needed.
退款保证： None advertised. Annual contracts are not refunded mid-term.
📌 笔记： 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 的主要优势
以下是 Insightly 值得一看的原因：
- 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 集成： A low-code engine ships over 2,000 pre-built connectors. Google Workspace, email, and 会计 apps all connect.
- 副驾驶 人工智能助手: Copilot summarizes emails and speeds up data retrieval. It reduces manual admin work for busy managers.
- 报告和仪表盘： Visual reports surface 商业 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.
我们的团队注意到了什么
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 的优点和缺点
✅ 优点
- 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
❌缺点
- 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是什么？
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 小型企业 reach more customers, stay organized, and get paid faster.
Runner Up: Thryv
Thryv bundles scheduling, invoices, listings, and a website builder. It suits a service 商业 with no marketing staff.
Thryv 定价
Our pricing data lists two packages. Both are flat monthly costs, not per-seat rates.
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.
免费试用： A free plan with limited features exists. Paid packages are usually demoed by a sales rep first.
退款保证： None published. Contract terms are agreed during onboarding.
📌 笔记： 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 的主要益处
Here is where Thryv earns its keep:
- 全天候在线预订： Automated scheduling lets clients book appointments any hour. Thryv reports a 61% lift in bookings for typical users.
- 增强型本地商家信息： Business information syncs across 50+ listing sites including Google and Yahoo. Each location stays accurate.
- Thryv 指挥中心： 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.
- 节省时间： Consolidating invoicing, scheduling, and document storage saves owners an average of 20 hours per week.
- 声誉工具： The AI Response Tool helps you respond to reviews quickly. TeamChat keeps internal staff messages in one thread.
The homepage below shows how the suite is packaged for a service business.
我们的团队注意到了什么
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 的优点和缺点
✅ 优点
- 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
❌缺点
- 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
功能对比
These two products overlap less than the category label suggests. We compared ten areas that decide most buying calls, starting with a summary table.
| 特征 | 洞察力 | 瑟里夫 |
|---|---|---|
| 起价 | 每用户每月 29 美元 | 每月 244 美元 |
| 免费计划 | ❌ | ✅ |
| 项目管理 | ✅ | ❌ |
| 联系管理 | ✅ | ✅ |
| 工作流自动化 | ✅ | ✅ |
| 网站建设器 | ❌ | ✅ |
| 在线支付 | ❌ | ✅ |
| 本地列表同步 | ❌ | ✅ |
| Reporting Dashboards | ✅ | ✅ |
| 最适合 | Sales teams running projects | 本地服务企业 |
1. CRM Foundations
洞察： 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.
瑟里夫： 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.
2. Contact Management and Customer Records
洞察： 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.
瑟里夫： 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.
3. Project Management and Team Collaboration
洞察： 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.
瑟里夫： 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.
⚠️ 警告： If your work continues after the sale closes, this single difference should decide your choice.
4. Reporting and Dashboards
洞察： 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.
瑟里夫： 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”.
5. Organizations, Invoices, and Payments
洞察： Companies and organizations get their own records with linked people and projects. Billing is not native, so invoices run through an 会计 integration. That adds a step for service firms.
瑟里夫： 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.
6. Email and Campaign Marketing
洞察： 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.
瑟里夫： Campaign analytics sit beside trigger-based email and 文本 sends. Personalized offers fire automatically after a booking or a quote. For a solo owner, that automation replaces an agency retainer.
7. AI and Workflow Automation
洞察： 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.
瑟里夫： 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.
8. Integrations and Online Presence
洞察： 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.
瑟里夫： 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.
9. Support and Service Channels
洞察： 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.
瑟里夫： 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.
10. 定价与成本
Here are the plans side by side, exactly as our data records them.
| 层级 | 洞察力 | 瑟里夫 |
|---|---|---|
| 入口 | 此外——每用户每月 29 美元 | 营销中心——每月 244 美元 |
| 中 | 专业版——每用户每月 49 美元 | Keap — $299/month |
| 顶部 | 企业版——99美元/用户/月 | 未列出 |
| 计费模式 | 按用户计费，按年计费 | Flat monthly package |
洞察： 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.
瑟里夫： 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.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| Projects after the sale | 洞察力 | 里程碑和甘特图 |
| Online booking and payments | 瑟里夫 | ThryvPay and 24/7 scheduling |
| A team of five or fewer | 洞察力 | Cheaper per user at that size |
| Local search visibility | 瑟里夫 | Syncs 50+ listing sites |
| HIPAA or GDPR coverage | 洞察力 | SOC 2 Type II certified too |
| Deep pipeline reporting | 洞察力 | Opportunities dashboard and forecasts |
💰 您的预算
Insightly starts at $29 per seat, so a small crew pays less. Thryv’s flat package only wins once headcount climbs past nine.
🔌 您的技术栈
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.
📝 您的工作流程
Consultants and agencies live in projects, which points to Insightly. Salons, trades, and clinics live in the calendar, which points to Thryv.
🎓您的经验水平
Insightly has a short learning curve and a fast setup, which is a key reason for its appeal. Thryv leans on guided onboarding instead.
🆓 免费试用和演示
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 早期的.
🛟 支持与安全
Thryv gives every account 24/7 human help, which is rare at this level. Insightly answers the security 问题 better with SOC 2, GDPR, and HIPAA compliance.
切换指南
Already paying for one of these? Here is what changes if you move.
🔄 Switching from Insightly to Thryv?
✅ 你将获得：
- 网站建设工具和增强型本地列表
- Online payments, invoices, and a client portal
- The Thryv Command Center inbox for every channel
❌ 你会失去什么：
- Project milestones, pipelines, and Gantt views
- Two thousand AppConnect integrations
- HIPAA and SOC 2 Type II compliance coverage
📋 如何切换：
- Export contacts, organizations, and open projects to CSV
- Book the Thryv demo and agree your package
- Import records during the paid onboarding session
🔄 Switching from Thryv to Insightly?
✅ 你将获得：
- Real project management tied to won deals
- Deeper sales pipeline and forecast reporting
- Per-user pricing that scales down for tiny teams
❌ 你会失去什么：
- ThryvPay, invoicing, and the client portal
- Automatic sync across 50+ listing sites
- 所有套餐均提供全天候支持
📋 如何切换：
- Download your customer list and appointment history
- Start an Insightly trial and map your fields
- Rebuild booking and payments with third-party apps
我们的评测没有涵盖的内容
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.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 洞察力 |
| 🚀 CRM Depth | 洞察力 |
| 📋 项目管理 | 洞察力 |
| 💳 发票和付款 | 瑟里夫 |
| 🌐 Online Presence | 瑟里夫 |
| 🔌 集成 | 洞察力 |
| 🛟 Support Hours | 瑟里夫 |
| 🏆 总冠军 | 洞察力 |
🏆 获奖者：INSIGHTLY
Insightly 在 7 个类别中赢得了 4 个。
最适合： 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 是一个 小型企业 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 的更多比较
Here is how Insightly measures up against other crm software options:
Insightly 与 Zoho 的比较 客户关系管理
Insightly 在以下方面胜出： Easier day-one setup, native project management, smoother data input and sharing
Zoho CRM 的优势在于： Deeper feature set, cheaper Enterprise tier, wider custom workflow options
Insightly 在以下方面胜出： Lower entry cost, project delivery tracking, HIPAA coverage for regulated work
HubSpot 在以下方面胜出： Free starter tier, richer content marketing, larger partner marketplace
Insightly 与 管道驱动
Insightly 在以下方面胜出： Post-sale project work, AppConnect breadth, linked service and marketing add-ons
Pipedrive 获胜： Cheaper starting seat, tighter deal-focused interface, quicker rep adoption
Insightly 与 Salesforce
Insightly 在以下方面胜出： Faster rollout, no admin hire needed, predictable per-seat costs
Salesforce 的优势在于： Enterprise scale, huge app marketplace depth, granular permission control
相比之下，Thryv 的更多
Thryv competes with a different set of tools. The video below covers the main alternatives.
瑟里夫 vs GoHighLevel
Thryv 获胜理由： Guided onboarding, round-the-clock support, listings sync for physical locations
GoHighLevel 获胜： Agency white-labelling, unlimited sub-accounts, lower monthly entry price
Thryv 获胜理由： Local search visibility, built-in site builder, appointment-first design
Keap 获胜理由： Automation branching depth, sales pipeline reporting, e-commerce checkout options
瑟里夫 vs ActiveCampaign
Thryv 获胜理由： Invoicing and payments, review management, all-in-one setup for non-marketers
ActiveCampaign 在以下方面胜出： Email deliverability, segmentation logic, far cheaper starting plan
Thryv 获胜理由： Customer-facing portal, local listings, payment collection out of the box
周一 CRM 胜出： Board customization, task and project views, transparent self-serve pricing
常见问题解答
Insightly 的用途是什么？
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 容易使用吗？
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 是一个客户关系管理系统（CRM）吗？
Partly. It includes customer relationship management, but the wider suite covers scheduling, invoicing, listings, and reputation work for small businesses.
Thryv 以前叫什么名字？
The company was previously known as Dex Media, and before that DexYP. It grew out of Yellow Pages directory businesses.
Thryv有合同吗？
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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