Insightly vs. Thryv Comparison


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About Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.	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 Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Organizations in any industry	Audience Small businesses interested in an end-to-end business management platform
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $29.00/month/user Plus - $29 per user per month Professional -$49 per user per month Enterprise - $99 per user per month Free Version Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 4.3 / 5 ease 4.7 / 5 features 5.0 / 5 design 5.0 / 5 support 4.7 / 5 Read all reviews	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 Helps to organize sales, marketing, project and support teams at the same place. It offers segmented email marketing. Shares overview of every point of business. Tons of business tools integration options are available. Pipeline visualization for sales segments. The application provides automation tools for sales processes, including: contact management, account management and market opportunity management. In addition, it has a basic collaboration system that features conversations and publishing of interest to active project members. Works well and is pretty easy to use and set up for your business. Doesn't take much to get it running. Cons First few days of onboarding this platform seems complicated due to its UI. The platform of this application is very basic, but it can be very poor compared to others, it is also slow when performing certain tasks. Likewise, it does not include media outreach tools as it does not integrate a social networking section. It also does not allow us to attach files to the exposed tasks. I think there could be more advanced features for a CRM.	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 Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Insightly Founded: 2010 United States www.insightly.com	Company Information Thryv Founded: 2013 United States www.thryv.com
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Categories Business Management Supported Construction CRM Supported Contact Management Supported CRM Supported Healthcare CRM Supported Lead Management Supported Project Management Supported Sales Enablement Supported Sales Force Automation Supported Sales Forecasting Supported Sales Tracking Supported Task Management Supported	Categories Appointment Scheduling Supported Business Management Supported Contact Management Supported CRM Supported Customer Communications Management Supported Document Management Supported Hotel CRM Supported Insurance CRM Supported Lead Management Supported Local Listing Management Supported Local Marketing Supported Marketing Automation Supported Payment Processing Supported Reputation Management Supported Sales Tracking Supported Search Engine Marketing (SEM) Supported
Business Management Features Billing & Invoicing Not Supported CRM Supported Employee Management Not Supported Financial Management Not Supported Inventory Management Not Supported Marketing Management Not Supported Order Management Not Supported Point of Sale (POS) Not Supported Project Management Not Supported Purchasing Not Supported Scheduling Not Supported Time & Expense Tracking Not Supported Training Management Not Supported Vendor Management Supported CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Lead Management Features Activity Tracking Supported Campaign Management Not Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Show More Features Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Supported Healthcare CRM Features Audience Targeting Not Supported Campaign Management Not Supported Marketing Automation Not Supported Medical History Records Not Supported Patient Communications Supported Patient Management Supported Physician Management Not Supported Predictive Analytics Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Supported Goals / Quota Management Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Not Supported Proposal Management Supported Territory Management Not Supported Training Management Not Supported Sales Force Automation Features Call Management Not Supported Campaign Management Not Supported Channel Management Not Supported Commission Management Supported Contact Management Supported Contract Management Not Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported Sales Forecasting Features Competitor Analysis Not Supported Correlation Analysis Not Supported Dashboard Supported Dynamic Modeling Supported Exception Reporting Not Supported Graphical Data Presentation Supported Modeling & Simulation Supported Performance Metrics Supported Sales Trend Analysis Supported Statistical Analysis Supported Task Management Features Collaboration Supported Create Subtasks Supported Gamification Supported Gantt Charts Not Supported Mobile Access Supported Percent-Complete Tracking Supported Progress Tracking Supported Recurring Tasks Supported Reporting/Analytics Supported Spreadsheet View Supported Task Board View Supported Task Planning Supported Task Scheduling Supported Task Tracking Supported Time Tracking Supported To-Do List View Supported	CRM Features Calendar/Reminder System Supported Call Logging Not Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Not Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Not Supported Contact Management Features Activity Management Not Supported Appointment Management Supported Contact Database Supported Contact History Not Supported Contact Import/Export Supported Customer Pipeline Not Supported Email Marketing Supported Group Management Not Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Not Supported Sales Pipeline Management Supported Search / Filter Not Supported Segmentation Supported Shared Contacts Not Supported Social Media Integration Not Supported Lead Management Features Activity Tracking Not Supported Campaign Management Not Supported Lead Capture Not Supported Lead Distribution Not Supported Lead Nurturing Not Supported Lead Scoring Not Supported Lead Segmentation Supported Pipeline Management Not Supported Prospecting Tools Not Supported Source Tracking Not Supported Show More Features Appointment Scheduling Features Appointment Reminders Supported Automated Scheduling Supported Calendar Sync Supported Client Database Supported Group Scheduling Not Supported Mobile Access Supported Multi-Location Not Supported Online Booking Supported Online Payments Supported Recurring Appointments Not Supported Room Booking Management Supported Marketing Automation Features A/B Testing Not Supported Analytics / ROI Tracking Supported Artificial Intelligence Not Supported Content / Blogging Platform Supported Customizable CTAs Supported Drip Campaigns Supported Dynamic Content Supported Landing Pages / Web Forms Supported Lead Scoring Not Supported Sales Intelligence Supported Search Marketing Supported Segmentation Not Supported Social Marketing Supported Website Visitor Tracking Not Supported Reputation Management Features Campaign Management Not Supported Gamification Not Supported Response Management Not Supported Review Generation Not Supported Review Monitoring Supported Sentiment Analysis Not Supported Social Media Metrics Not Supported Social Media Monitoring Supported White Label Not Supported Search Engine Marketing (SEM) Features A/B Testing Not Supported Account Alerts Not Supported Analytics / ROI Tracking Not Supported Bid Management Not Supported Budget Management Not Supported Campaign Management Not Supported Conversion Tracking Not Supported Google / Bing Ads Not Supported Keyword Research Tools Not Supported Keyword Tracking Not Supported Landing Pages / Web Forms Supported URL Builder Not Supported
Integrations Acuity Scheduling Supported Axis LMS Supported Chat Agents Supported Dropbox Supported Evernote Supported Facebook Messenger Supported FullContact Supported Google Calendar Supported Google Contacts Supported HoneyBook Supported HubSpot Customer Platform Supported Jotform Supported Keap Supported QuickBooks Online Supported Salesforce Marketing Cloud Account Engagement Supported Slack Supported Stripe Supported Trello Supported Wufoo Supported Zapier Supported Show More Integrations View All 344 Integrations	Integrations Acuity Scheduling Supported Axis LMS Supported Chat Agents Supported Dropbox Supported Evernote Supported Facebook Messenger Supported FullContact Supported Google Calendar Supported Google Contacts Supported HoneyBook Supported HubSpot Customer Platform Supported Jotform Supported Keap Supported QuickBooks Online Supported Salesforce Marketing Cloud Account Engagement Supported Slack Supported Stripe Supported Trello Supported Wufoo Supported Zapier Supported Show More Integrations View All 70 Integrations
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