93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Thryv
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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Zoho CRM
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Description | Insightly stands out as a versatile and powerful CRM tool, adept at capturing and managing leads through every stage of the sales process. With Insightly, users benefit from comprehensive contact management capabilities, enabling them to effortlessly track essential lead information, including details derived from emails. The platform's seamless integration with popular cloud storage services like Dropbox, Box, Google Drive, and Microsoft OneDrive simplifies file uploads, ensuring a hassle-free experience. Beyond its CRM functionalities, Insightly features an inbuilt project management system that allows for continuous workflow monitoring and timely content publication. Its adaptability makes it an ideal choice for various sectors including accounting, construction, education, health, and real estate, solidifying its position as a fundamental tool for businesses aiming to streamline their operations and enhance productivity. Read more | Scratchpad is a versatile customer relationship management software that lets you update and maintain your pipeline in Salesforce. It is the first sales-focused workplace. It connects to Salesforce to reduce tabs and duplicate work by combining spreadsheets, sales notes, search, projects, collaboration, Kanban boards, and sales process adherence in one easy and intuitive workspace. The platform integrates notes, tasks, and customer information, such as activity history, calendar events, and emails, into a single, easy-to-understand interface to enhance collaboration. It eliminates the need to switch between tabs to obtain a complete view and take action. You can update critical fields for each opportunity, connect your notes, and create tasks more quickly than ever before with Scratchpad. With Scratchpad, you can also increase the amount of contextual data in your CRM with less effort. You can create tasks, examine and add new contacts, and launch your sales notes straight from your calendar to clear your mind. Additionally, users can have all of their essential transaction information displayed to them in real-time anywhere on the web using Scratchpad Command. Read more | Thryv is a platform that enables businesses to meet modern customer’s expectations simply and efficiently in today’s era. It is a highly secured and easy-to-use Business Management Platform that automates tasks while also putting the customers at the center of the business. The platform enables users to reach more customers by letting them find their customers at the right time, the right way. They can plan their daily activities through calendar sync, automated reminders, and conversations in one inbox. Thryv enables businesses to accept secure payments at low, competitive rates from anywhere and securely. Users can request reviews quickly and get notified instantly, thus allowing them to respond simultaneously. Other value-added features that users can utilize include Marketing Automation, Document Storage and Sharing, Social Media Management, Reputation Management, and online presence enhancement. It allows businesses to offer their customers an interactive login area and also sync their business info across 60+ listings websites like Google, Yelp, Facebook, and more, thus giving them a modern and mobile-ready website. Read more | Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. Read more |
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SW Score & Breakdown |
93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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SaaSworthy Awards | # 6 Most Popular # 6 Most Popular |
Not Available
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# 3 Fastest Growing # 5 Most Popular | # 1 Most Worthy # 5 Highly Rated |
Total Features |
25 Features
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8 Features
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27 Features
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27 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting |
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Exceptional Customer Service, Comprehensive Business Management Features, User-Friendly Interface, Effective Marketing Automation Inconsistent Social Media Marketing, Limited CRM Functionality, Mobile App Issues, Lack of Transparency and Communication |
Ease of Use, Customizable Interface, Extensive Integrations, Affordable Pricing Slow Customer Support, Occasional Software Glitches, Limited Mobile Functionality, Complex Customization |
Review Summary |
Overall, Insightly garners positive feedback for its user-friendly interface, customizable features, and effective sales tracking capabilities. Users appreciate the ease of managing customer relationships, scheduling appointments, and tracking sales pipelines. The mobile app is also praised for its convenience and functionality. However, some users have expressed concerns regarding occasional bugs and glitches, the need for improved reporting and analytics, and the limited customization options for certain features. Additionally, a few users have reported issues with customer support responsiveness. |
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Thryv garners mixed reviews across platforms. Users appreciate its user-friendly interface, comprehensive features, and effective marketing and scheduling tools. However, concerns are raised regarding its customer support, occasional glitches, and pricing structure. Some users find it expensive compared to competitors, while others highlight the value it provides for small businesses. Overall, Thryv seems to be a capable solution for businesses seeking an all-in-one platform, but users should carefully consider their needs and budget before committing. |
Overall, reviewers found the software to be user-friendly, customizable, and scalable. Reviewers praised its affordability, extensive features, and ease of use. However, some users reported occasional glitches and a lack of advanced features. The software's customer support received mixed reviews, with some users lauding its responsiveness and others expressing dissatisfaction. Reviewers agreed the software is best suited for small and medium-sized businesses due to its simplicity and cost-effectiveness. The software was also seen as a capable solution for larger organizations, although it may lack some of the advanced features found in higher-priced competitors. |
Read All User Reviews | Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Free Free Plus (CRM) $29.00 $29.00 per user / month Professional (CRM) $49.00 $49.00 per user / month Enterprise (CRM) $99.00 $99.00 per user / month Plus (Marketing) $99.00 $99.00 per month Professional (Marketing) $499.00 $499.00 per month Enterprise (Marketing) $999.00 $999.00 per month Insightly AppConnect $249.00 $249.00 per user / month Plus (Service) $29.00 $29.00 per user / month Professional (Service) $49.00 $49.00 per user / month Enterprise (Service) $99.00 $99.00 per user / month Plus (Insightly All-in-One) $349.00 $349.00 per month Professional (Insightly All-in-One) $899.00 $899.00 per month Enterprise (Insightly All-in-One) $2,599.00 $2,599.00 per month |
Free Free Premium $19.00 $19.00 per user / month Team $39.00 $39.00 per user / month Business Custom |
Basic (Thryv Command Center) Free Plus (Thryv Command Center) $20.00 $20.00 per user / month Professional (Thryv Command Center) $30.00 $30.00 per user / month Plus (Thryv Business Center) $199.00 $199.00 per month Professional (Thryv Business Center) $349.00 $349.00 per month Unlimited (Thryv Business Center) $499.00 $499.00 per month Plus (Thryv Marketing Center) $199.00 $199.00 per month Professional (Thryv Marketing Center) $349.00 $349.00 per month ThryvPay Others |
Standard $14.00 $20.00 per user / month Professional $23.00 $35.00 per user / month Enterprise $40.00 $50.00 per user / month Ultimate $52.00 $65.00 per user / month CRM Plus $57.00 $69.00 per user / month CRM Flex $14.00 $14.00 per user / month |
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View Detailed Pricing
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Zoho Marketing Automation
4.4 Based on 85 Ratings |
WiseTeam
4.7 Based on 35 Ratings |
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Screenshots |
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Videos |
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Company Details | Located in: San Francisco, California Founded in: 2012 | Located in: San Francisco, CA Founded in: 2020 | Located in: Dallas, Texas Founded in: 1986 | Located in: Pleasanton, California - 94588 Founded in: 2005 |
Contact Details |
+1 888-999-4039 https://www.insightly.com/ |
Not available https://scratchpad.com/ |
+1 844-339-6334 https://www.thryv.com/ |
+1 877-834-4428 https://www.zoho.com/crm/ |
Social Media Handles |
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