Insightly Marketing vs. Thryv

Insightly works wonderfully for teams who need to share customer data easily and also share and track information. It's great for sales teams as it allows information to flow between multiple team members. Insightly allows you to just scratch the surface by acting as a CRM database, or you can go more in depth and track leads, opportunities, projects, and more. It is also well suited for individuals who have a large customer base and just need to keep track of customer data in an organized fashion.

Incentivized

Thryv is not for everyone! It all depends on the needs of the individual's business. If they are wanting to scale back on the number of tools they have to use and pay for, to accomplish their business needs and those tools include a scheduler, Social Media planning/posting tool, an email marketing tool, etc. then Thryv could be for them! If they are looking for a tool to automate some of the communications with their clients, Thryv could be a fit there, too! BUT if they are a small business, solopreneur, and need to start with the entry package BEWARE! The Premium package doesn't have the basic things that the more expensive packages do. One is a customized email signature so you can have you logo, picture, etc. in your email signature. This wasn't offered at all a year ago. I asked for it to be added. Evidently others did too because this week I got an email that they had added it BUT NOT for the Premium Package. Something that is basic that EVERYONE should have access to BUT you have to pay more! It didn't make me feel like a valued customer that's for sure.

Incentivized

• Custom workflows
• Easy to search and find
• Good interface

Incentivized

• Allows me to send unlimited socail media posts and emails.
• Allows me to collect information on customer.
• Allows me to have all my customers info in one safe place.
• Creates posts for my social media 12 times a month.
• Keeps my webite up to date and helps me with updates.
• Has the most amazing customer service via chat and phone.

Incentivized

• Integrate better with Outlook
• Integrate with Campaign Monitor
• Integrate with ProCore
• Integrate with Building Connected

Incentivized

• I await the day that Thryv can integrate with Xero.
• Google Messages integration would be handy.
• There have been less than a handful of days where the site crashes and I have to reload it several times to get it to work properly.

Incentivized

There are a lot of buttons where you think “hmm, what does this do?” (Because, in my opinion, the labeling/copy choice is often terrible). Then you press them and they either do nothing, or do something counterintuitive I found. In my experience, For example, to upload a list, you have to find the somewhat hidden option in a side bar, instead of pressing the Add button. Reporting usually involves downloading multiple reports and patching them together in Excel.

Incentivized

It is very easy to use and the features are great for the ones we utilize. If you have any issues at all, customer service or our sales rep is great to work with and fixes what issues I have. They are always willing to help out and to follow up to make sure you don't have any more issues.

Incentivized

Although getting through to the right person may take a while, they have the ability to take over your screen and always assist with whatever you need.

Incentivized

Easy to check the phases and notes while EP is more for the project [management].

Incentivized

I chose Thryv not just because the price was budget-friendly but because of the ease of use and ability to learn how to leverage the platform to meet my business's growing needs.

Incentivized

• Doubled the time it takes to execute any marketing campaign, in my opinion- we build in “Insightly management” into project plans
• Reduced confidence in data, given it is often wrong, I've found.

Incentivized

• Increased Social Media Presence has kept us in touch with clients
• I believe our overall package has resulted in increased web traffic. More clients are finding us through social media and web searches than any other year before.

Incentivized