Equisoft/connect vs. Thryv Comparison


Equisoft/connect Equisoft	Thryv	+	+
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About Build deeper long-term client relationships using our CRM software for financial advisors. Equisoft/connect is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients’ insurance and investment information. And it’s a powerful productivity, marketing, sales and compliance tool. Spend less time looking for important client data and more time with clients and prospects. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. Thanks to the various Equisoft/connect modules, you can view your clients' insurance policies and investments, send emails, and manage your appointments and documents—all in one powerful app.	About The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Financial advisors that need a CRM built for financial advisors	Audience Small businesses interested in an end-to-end business management platform
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $89.00/month/user Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.3 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 4.7 / 5 Read all reviews
	Pros & Cons from Real Users Pros Thryv's feature of automatic appointment scheduling eliminates the need for me to check my schedule to see if I am available. I also like that I can send mass communications with just one click. Thryv makes advertising and marketing my business so easy. It is easy to use the automation feature with Thryv, and I like that everything is centralized in one place. Also, I like the fact that everything is centrally managed. Thryv has a user friendly dashboard for billing, marketing and managing social media. They also have additional features that we did not utilize. Cons Posting to social media platforms has limitations - I can only post to a few when I have several. Sometimes it is a little slow because of my internet provider. It is, however, overwhelming and confusing to use at first with so many features available. I found that it does many things well, but I had to find specialized software for more niche needs. For our company it was a high price investment, since we didn't utilize all the features.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Equisoft Founded: 1991 Canada www.equisoft.com/products/advisor-crm-connect	Company Information Thryv Founded: 2013 United States www.thryv.com
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Categories Financial CRM Insurance CRM	Categories Appointment Scheduling Business Management Contact Management CRM Customer Communications Management Document Management Hotel CRM Insurance CRM Lead Management Local Listing Management Local Marketing Marketing Automation Payment Processing Reputation Management Sales Tracking Search Engine Marketing (SEM)
Show More Features Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management	Show More Features Appointment Scheduling Features Appointment Reminders Automated Scheduling Calendar Sync Client Database Group Scheduling Mobile Access Multi-Location Online Booking Online Payments Recurring Appointments Room Booking Management CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Marketing Automation Features A/B Testing Analytics / ROI Tracking Artificial Intelligence Content / Blogging Platform Customizable CTAs Drip Campaigns Dynamic Content Landing Pages / Web Forms Lead Scoring Sales Intelligence Search Marketing Segmentation Social Marketing Website Visitor Tracking Reputation Management Features Campaign Management Gamification Response Management Review Generation Review Monitoring Sentiment Analysis Social Media Metrics Social Media Monitoring White Label Search Engine Marketing (SEM) Features A/B Testing Account Alerts Analytics / ROI Tracking Bid Management Budget Management Campaign Management Conversion Tracking Google / Bing Ads Keyword Research Tools Keyword Tracking Landing Pages / Web Forms URL Builder
Integrations AnswerForce Chatfuel ClickFunnels Constant Contact DocuQuest Equisoft/manage Facebook Highrise Limo Anywhere Microsoft 365 Pipedrive PoweredLocal QuickBooks Online Advanced RealWork SalesRabbit SignRequest StreetSmart Stripe Twilio WordPress Show More Integrations View All 12 Integrations	Integrations AnswerForce Chatfuel ClickFunnels Constant Contact DocuQuest Equisoft/manage Facebook Highrise Limo Anywhere Microsoft 365 Pipedrive PoweredLocal QuickBooks Online Advanced RealWork SalesRabbit SignRequest StreetSmart Stripe Twilio WordPress Show More Integrations View All 70 Integrations
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