CRM Software
Top Companies in 2024
Insightly vs Thryv
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- 14-day free trial
- All-in-one solution available
- Mobile app availability
- Extensive integration capabilities
- Customizable reports
- All-in-one business management platform
- User-friendly interface
- Marketing automation & campaign tracking
- 24/7 technical support
- Marketing and customer service as separate tools
- Complete workflow automation unavailable in basic plan
- Higher cost
- Steep learning curve
- Onboarding fees
Founded in 2009 and based in San Francisco, Insightly is a trusted CRM provider for small to midsize businesses, offering a unique blend of features that make managing customer relationships effortless. With their intuitive design and customizable workflows, Insightly empowers businesses to streamline sales processes, nurture leads, and keep projects on track—all from one user-friendly platform. Insightly’s standout integrations with tools like Google Workspace mean your team stays connected and efficient without missing a beat. They focus on flexibility, allowing businesses to tailor the platform to their needs, unlike more rigid competitors. Additionally, with industry credentials like SOC 2, Type II, and HIPAA compliance, Insightly ensures your data stays secure and protected. Customer feedback often praises Insightly’s ease of use, sleek interface, and ability to bring order to the chaos of sales and customer management. However, some find the advanced features take a bit of getting used to, which could be worth it for the tools they deliver. Curious if Insightly could be the game-changer your business needs? Dive into our review and explore how this dynamic CRM could elevate sales, strengthen customer connections, and drive your business forward!
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.
- Cloud-Based Software : True
- Cost : $29 per user per month, billed annually, for their Plus plan
- Free Trial : Available
- Mobile App : True
- Business Size Supported : Small to midsize businesses
- Cloud-Based Software : True
- Cost : Starting at $20 per seat per month
- Free Trial : Free-for-life plan for Command Center only
- Mobile App : True
- Business Size Supported : Small businesses
- Price quote generation
- Business card scanning
- Real-time data synchronization
- Reputation management feature
- Tailored for small businesses
- Dedicated secure payment processing platform
- Professional website creation and hosting
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription
- Annual Subscription—Undisclosed
- Free Trial
- Freemium
- Monthly Subscription
- Activity Logging
- AI-Powered Tools—Undisclosed
- API & Developer Tools
- Automated Workflow Builder
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Activity Logging
- AI-Powered Tools—Undisclosed
- API & Developer Tools
- Automated Workflow Builder
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)
- Two-Factor Authentication (2FA)
- Compliance Certifications
- Data Encryption—Undisclosed
- Role-Based Permissions
- Single Sign-On (SSO)—Undisclosed
- Two-Factor Authentication (2FA)—Undisclosed
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
Insightly vs. Thryv
Insightly and Thryv have carved out distinct niches in the crowded market of CRM tools, each offering unique advantages. Insightly is celebrated for their flexibility and deep integration capabilities, while Thryv is an all-in-one platform designed to handle everything from customer interactions to payments. But which platform aligns best with your business needs?
In this comparison, we’ll explore their features, customization, pricing, and overall usability to uncover the ideal choice for your operations.
Key features
Insightly provides tools like sales pipeline and opportunity management, workflow automation, and project management. Customization capabilities enhance these features, including custom fields, layouts, and dashboards. Insightly also integrates marketing and service modules but requires separate purchases, which can increase costs for businesses seeking a unified solution.
Thryv takes an all-in-one approach, combining CRM with marketing, scheduling, and payment tools. Features like automated review requests, social media management, and ThryvPay for secure transactions make them versatile. However, their platform's complexity can overwhelm users unfamiliar with integrated systems, and their lack of a dedicated CRM system may not suit businesses.
Customization and user interface
Insightly's interface is intuitive, making it easy for teams to navigate. Their extensive customization options allow businesses to tailor workflows, reports, and dashboards. However, the platform can feel complex during initial setup, especially for small businesses or those new to CRM software.
Thryv offers an organized interface and centralized command center for managing multiple functions. Thryv's extensive tool set has a more challenging learning curve despite being user-friendly. The customization is strong but not as advanced as Insightly’s in adapting workflows to specific needs.
Pricing plans
Insightly offers three pricing tiers, billed annually, starting at $29 per user per month. The Professional plan at $49 adds workflow automation, while the Enterprise plan at $99 includes advanced tools like product catalogs and quotes. This structure caters to businesses of various sizes, though costs rise quickly with additional services.
Thryv charges by location rather than per user, starting at $228 per month for its Plus plan. The Professional and Unlimited plans offer enhanced features like advanced marketing and unlimited storage, priced at $382 and $533 per location, respectively. An additional $250 onboarding fee makes Thryv a costlier choice for smaller businesses.
Final words
Deciding between Insightly and Thryv hinges on your business’s priorities. Insightly shines for companies seeking a customizable CRM that seamlessly integrates with existing tools. On the other hand, Thryv is an excellent option for businesses wanting an all-encompassing platform to handle CRM, marketing, and payment processing.
Both providers excel in their own right, but your final choice depends on whether you focus on tailored workflows or a comprehensive solution that centralizes operations.
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