⚡ Quick Verdict:
- Pricing: Insightly starts at $29/user/month. Thryv Marketing Center costs $244/month.
- Best for: Insightly suits sales teams that run projects. Thryv suits local service businesses.
- Key difference: Insightly links customer relationship management to project delivery. Thryv bundles a website builder, listings, and payments.
- Our pick: 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 data.
But price is the smallest difference between these two.
One is a CRM built around deals and projects.
The other is a marketing suite built around local visibility.
Overview
This Insightly vs Thryv comparison covers pricing, features, and ease of use.
Our writer 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 reporting.
By the end, you will know which platform fits your organization.
What is Insightly?
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.
🏆 Winner: Insightly
Insightly links your sales pipeline to live project delivery. It is compliant with SOC 2 Type II, GDPR, and HIPAA.
Insightly Pricing
Insightly offers three tiers. Rates are per user and billed annually.
| Plan | Price | Best For |
|---|---|---|
| Plus | $29/user/month | Small sales teams starting out |
| Professional | $49/user/month | Workflow automation and dashboards |
| Enterprise | $99/user/month | Full access to all features |
Pricing verified August 2026.
Free trial: Yes. Insightly offers a 14-day trial of the paid tiers with no card needed.
Money-back guarantee: None advertised. Annual contracts are not refunded mid-term.
📌 Note: The Plus tier gives limited access to most features. Professional adds limited dashboards and third-party app integration. Enterprise unlocks everything.
⚠️ Warning: Other Insightly products cost extra. Insightly Marketing and Insightly Service follow the same tier structure and are billed separately per user.
Key Benefits of Insightly
Here is what makes Insightly worth a look:
- 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 integrations: A low-code engine ships over 2,000 pre-built connectors. Google Workspace, email, and accounting apps all connect.
- Copilot AI assistant: Copilot summarizes emails and speeds up data retrieval. It reduces manual admin work for busy managers.
- Reporting and dashboards: Visual reports surface business 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.
What Our Team Noticed
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 Pros & Cons
✅ Pros
- 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
❌ Cons
- 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
What is Thryv?
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 small business 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 business with no marketing staff.
Thryv Pricing
Our pricing data lists two packages. Both are flat monthly costs, not per-seat rates.
| Plan | Price | Best For |
|---|---|---|
| Marketing Center | $244/month | Listings, SEO, and campaign work |
| Keap | $299/month | Heavier automation and email marketing |
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.
Free trial: A free plan with limited features exists. Paid packages are usually demoed by a sales rep first.
Money-back guarantee: None published. Contract terms are agreed during onboarding.
📌 Note: Thryv charges a one time onboarding fee of $250 on its packages. Budget for that on top of the monthly rate.
⚠️ Warning: Packages are sold by phone or demo call rather than self-checkout. Ask about contract length before you sign.
Key Benefits of Thryv
Here is where Thryv earns its keep:
- 24/7 online booking: Automated scheduling lets clients book appointments any hour. Thryv reports a 61% lift in bookings for typical users.
- Enhanced local listings: Business information syncs across 50+ listing sites including Google and Yahoo. Each location stays accurate.
- Thryv Command Center: 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.
- Time saved: Consolidating invoicing, scheduling, and document storage saves owners an average of 20 hours per week.
- Reputation tools: 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.
What Our Team Noticed
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 Pros & Cons
✅ Pros
- 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
❌ Cons
- 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
Feature Comparison
These two products overlap less than the category label suggests. We compared ten areas that decide most buying calls, starting with a summary table.
| Feature | Insightly | Thryv |
|---|---|---|
| Starting Price | $29/user/month | $244/month |
| Free Plan | ❌ | ✅ |
| Project Management | ✅ | ❌ |
| Contact Management | ✅ | ✅ |
| Workflow Automation | ✅ | ✅ |
| Website Builder | ❌ | ✅ |
| Online Payments | ❌ | ✅ |
| Local Listings Sync | ❌ | ✅ |
| Reporting Dashboards | ✅ | ✅ |
| Best For | Sales teams running projects | Local service businesses |
1. CRM Foundations
Insightly: 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.
Thryv: 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
Insightly: 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.
Thryv: 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
Insightly: 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.
Thryv: 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.
⚠️ Warning: If your work continues after the sale closes, this single difference should decide your choice.
4. Reporting and Dashboards
Insightly: 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.
Thryv: 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
Insightly: Companies and organizations get their own records with linked people and projects. Billing is not native, so invoices run through an accounting integration. That adds a step for service firms.
Thryv: 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
Insightly: 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.
Thryv: Campaign analytics sit beside trigger-based email and text 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
Insightly: 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.
Thryv: 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
Insightly: 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.
Thryv: 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
Insightly: 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.
Thryv: 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. Pricing & Cost
Here are the plans side by side, exactly as our data records them.
| Tier | Insightly | Thryv |
|---|---|---|
| Entry | Plus — $29/user/month | Marketing Center — $244/month |
| Mid | Professional — $49/user/month | Keap — $299/month |
| Top | Enterprise — $99/user/month | Not listed |
| Billing model | Per user, billed annually | Flat monthly package |
Insightly: 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.
Thryv: 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.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Projects after the sale | Insightly | Milestones and Gantt charts |
| Online booking and payments | Thryv | ThryvPay and 24/7 scheduling |
| A team of five or fewer | Insightly | Cheaper per user at that size |
| Local search visibility | Thryv | Syncs 50+ listing sites |
| HIPAA or GDPR coverage | Insightly | SOC 2 Type II certified too |
| Deep pipeline reporting | Insightly | Opportunities dashboard and forecasts |
💰 Your Budget
Insightly starts at $29 per seat, so a small crew pays less. Thryv’s flat package only wins once headcount climbs past nine.
🔌 Your Tech Stack
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.
📝 Your Workflow
Consultants and agencies live in projects, which points to Insightly. Salons, trades, and clinics live in the calendar, which points to Thryv.
🎓 Your Experience Level
Insightly has a short learning curve and a fast setup, which is a key reason for its appeal. Thryv leans on guided onboarding instead.
🆓 Free Trials and Demos
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 early.
🛟 Support and Security
Thryv gives every account 24/7 human help, which is rare at this level. Insightly answers the security question better with SOC 2, GDPR, and HIPAA compliance.
Switching Guide
Already paying for one of these? Here is what changes if you move.
🔄 Switching from Insightly to Thryv?
✅ What you’ll gain:
- A website builder and enhanced local listings
- Online payments, invoices, and a client portal
- The Thryv Command Center inbox for every channel
❌ What you’ll lose:
- Project milestones, pipelines, and Gantt views
- Two thousand AppConnect integrations
- HIPAA and SOC 2 Type II compliance coverage
📋 How to switch:
- 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?
✅ What you’ll gain:
- Real project management tied to won deals
- Deeper sales pipeline and forecast reporting
- Per-user pricing that scales down for tiny teams
❌ What you’ll lose:
- ThryvPay, invoicing, and the client portal
- Automatic sync across 50+ listing sites
- 24/7 support on every plan
📋 How to switch:
- Download your customer list and appointment history
- Start an Insightly trial and map your fields
- Rebuild booking and payments with third-party apps
What Our Review Didn’t Cover
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.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | Insightly |
| 🚀 CRM Depth | Insightly |
| 📋 Project Management | Insightly |
| 💳 Invoices and Payments | Thryv |
| 🌐 Online Presence | Thryv |
| 🔌 Integrations | Insightly |
| 🛟 Support Hours | Thryv |
| 🏆 Overall Winner | Insightly |
🏆 WINNER: INSIGHTLY
Insightly wins 4 out of 7 categories.
Best for: 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 is a small business 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.
More of Insightly Compared
Here is how Insightly measures up against other crm software options:
Insightly wins on: Easier day-one setup, native project management, smoother data input and sharing
Zoho CRM wins on: Deeper feature set, cheaper Enterprise tier, wider custom workflow options
Insightly wins on: Lower entry cost, project delivery tracking, HIPAA coverage for regulated work
HubSpot wins on: Free starter tier, richer content marketing, larger partner marketplace
Insightly vs Pipedrive
Insightly wins on: Post-sale project work, AppConnect breadth, linked service and marketing add-ons
Pipedrive wins on: Cheaper starting seat, tighter deal-focused interface, quicker rep adoption
Insightly vs Salesforce
Insightly wins on: Faster rollout, no admin hire needed, predictable per-seat costs
Salesforce wins on: Enterprise scale, huge app marketplace depth, granular permission control
More of Thryv Compared
Thryv competes with a different set of tools. The video below covers the main alternatives.
Thryv vs GoHighLevel
Thryv wins on: Guided onboarding, round-the-clock support, listings sync for physical locations
GoHighLevel wins on: Agency white-labelling, unlimited sub-accounts, lower monthly entry price
Thryv wins on: Local search visibility, built-in site builder, appointment-first design
Keap wins on: Automation branching depth, sales pipeline reporting, e-commerce checkout options
Thryv vs ActiveCampaign
Thryv wins on: Invoicing and payments, review management, all-in-one setup for non-marketers
ActiveCampaign wins on: Email deliverability, segmentation logic, far cheaper starting plan
Thryv wins on: Customer-facing portal, local listings, payment collection out of the box
Monday CRM wins on: Board customization, task and project views, transparent self-serve pricing
Frequently Asked Questions
What is Insightly used for?
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.
Is Insightly easy to use?
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.
Is Thryv a CRM?
Partly. It includes customer relationship management, but the wider suite covers scheduling, invoicing, listings, and reputation work for small businesses.
What is the former name of Thryv?
The company was previously known as Dex Media, and before that DexYP. It grew out of Yellow Pages directory businesses.
Does Thryv have a contract?
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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