ClickUp vs Thryv

Founded in 2017 and based in San Diego, California, ClickUp has rapidly emerged as a major player in the project management software arena. Known for their robust project management capabilities, ClickUp offers a versatile CRM template that enhances customer relationship management. This CRM template integrates seamlessly with ClickUp’s broader platform, providing users with customizable views, automated workflows, and detailed performance dashboards to streamline lead management, deal tracking, and account oversight. The CRM template includes list views, board views, and Gantt charts designed to offer a comprehensive perspective on customer data and sales processes. With automation tools for emails, tasks, and customizable forms, ClickUp facilitates efficient data collection and communication. Customer feedback highlights ClickUp's flexibility and integration capabilities, praising their ability to adapt to various business needs. Industry credentials such as ISO, HIPAA, GDPR, and SOC 2 certifications underscore ClickUp's commitment to data security and compliance. While some users have noted a learning curve and occasional performance issues, the overall value proposition of ClickUp’s CRM template makes them a compelling choice for businesses seeking an efficient CRM solution.

Thryv is an all-in-one business management solution that was established in 2013 and headquartered in Dallas, Texas. The platform is tailored for small businesses seeking to streamline their operations. They provide a wide array of services, including customer relationship management (CRM), social media management, professional website creation, marketing tools, and secure payment processing via ThryvPay. The platform is recognized for its user-friendly interface and adaptability across various industries, such as home services, health and wellness, and legal services. Accredited by the Better Business Bureau (BBB) with an A+ rating, they also ensure compliance with major data protection regulations like CCPA and HIPAA. Their online presence is largely positive, with customer feedback highlighting the platform’s effectiveness and ease of use. The company is lauded for their commitment to helping small businesses compete with larger enterprises by centralizing key business functions. Read the full review to explore all that Thryv has to offer and see how it can benefit your business.