Infusionsoft vs Thryv

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Our analysts compared Infusionsoft vs Thryv based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Infusionsoft Software Tool
Thryv Software Tool

Product Basics

Infusionsoft was rebranded as Keap in 2019. Learn more about Keap.

It's a comprehensive software platform designed to help small businesses save time and grow revenue. Rated as a top sales product for SMBs in 2019, this vendor brings automation and organization to sales and marketing activities.

The available toolkit allows small businesses to gain extensive control over their efforts to help form personal, lasting connections with their customers. This product is suitable for individual business owners or small teams looking to scale and handle an increasing task load. The implementation includes a required kickstart package (available in three different price tiers) that helps users get set up with the program and positions them for success.
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Thryv, pronounced “thrive,” is an all-in-one suite solution designed to help small businesses streamline operations and achieve growth. Improve efficiency and increase personalization through a centralized hub that hosts projects, communication, tasks, team collaboration and complete customer profiles. Creating a client portal simplifies payment and communication and allows customers to schedule appointments at their convenience.

Users can also access up to 100 eSignatures, a website builder and HIPAA-compliant features for an additional cost.

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$159 Monthly
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$20/Seat, Monthly, Freemium
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Product Assistance

Documentation
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Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Free Up More Time: Infusionsoft simplifies and streamlines time-consuming tasks such as following up after a lead enters the pipeline or staying in touch to reduce churn. 
  • Monitor Your Business's Health: Reports help you stay on top of key metrics. Marketing reports share campaign performance, conversions and other data, while admin reports capture the big picture. With over 20 included reports for orders and billing, you can track income, spot unpaid invoices, determine customer lifetime value and more. Sales reports bring together key points from a set of data, including projected revenue, sales rep performance, revenue by criteria and other sources. 
  • Capture More Leads: You can embed web forms in a number of places to increase visibility and win more leads. Forms are easy to configure using the WYSIWYG editor, which allows you to change elements such as the layout, fields and the follow-up "Thank You" page. 
  • Send Targeted Messages: Ensure leads and customers only receive relevant content by creating different lists based on a range of factors. Because Infusionsoft also captures and stores personal details, you can automatically personalize emails (e.g., using a contact’s first name). 
  • Customize the Customer Experience: Unlimited landing pages and custom domains let you sell targeted offers. Configure the links, checkout pages and email campaigns for each segment of your audience. 
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  • Consolidate Customer Data: Eliminate paper records and scattered information with a 360-degree view of activity and communication. Centralize contact information and automatically import client data to build complete customer profiles. Create customized client views based on personalized, meaningful metrics.
  • Simplify Communication: Manage client interactions and activity via the client portal. Ensure team members are on the same page by adding collaborators with tasks, notes and reminders for follow-ups.
  • Improve Organization: Save time searching for client information, past interactions and payments with filters, tags and search capabilities.
  • Improve Client Satisfaction: Provide a more organized and professional customer experience via the client portal. Enable clients to easily book appointments, make payments and chat with team members.
  • Boost Engagement: Access and save customer history, enabling team members to send personalized messages. Use AI to generate social media posts designed for multiple platforms. Create landing pages for paid campaigns using customizable templates.
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  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 
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  • Centralized Database: Consolidate customer information in a single location. Import data from multiple sources to build customer profiles complete with notes and past activity.
  • Client Portal: Improve accessibility and streamline the customer experience with a self-service portal. Empower clients with the following features:
    • Communication: Use the chat feature to respond to inquiries faster and maintain a clear history of all interactions with each client.
    • Appointment Scheduling: Simplify scheduling for both reps and clients with 24/7 appointment booking via the website or portal. Enable clients to find available time slots and book appointments that sync with the business’s calendar.
    • Payments: Accept secure online payments via the portal using integrations with payment processors. Create and send professional invoices electronically.
  • Task Management: Organize workloads and delegate tasks to team members. Set deadlines, track progress and receive notifications when tasks are completed. Prioritize tasks, create custom workflows and set reminders for important tasks to improve efficiency.
  • Search Capabilities: Locate any client information or past interaction with a powerful search function. Find specific details quickly using tags and filters.
  • Personalized Messaging: Segment your customer base and send personalized messages based on past activity or special occasions to deliver more relevant content and offers and bolster engagement.
  • Document Management: Store, share and manage important client documents securely. Upload contracts, invoices and proposals, access the most current version of each file and track changes.
  • Reminders and Alerts: Set custom reminders and receive alerts to keep appointments and tasks on track. Notify clients about upcoming appointments, payment due dates or special promotions.
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Product Ranking

#3

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CRM Software

#73

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CRM Software

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User Sentiment Summary

Great User Sentiment 2245 reviews
Great User Sentiment 907 reviews
82%
of users recommend this product

Infusionsoft has a 'great' User Satisfaction Rating of 82% when considering 2245 user reviews from 5 recognized software review sites.

88%
of users recommend this product

Thryv has a 'great' User Satisfaction Rating of 88% when considering 907 user reviews from 4 recognized software review sites.

5.0 (20)
4.4 (15)
4.1 (930)
4.6 (382)
n/a
4.2 (495)
4.1 (1061)
n/a
4.3 (15)
n/a
3.8 (219)
4.5 (15)

Synopsis of User Ratings and Reviews

Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
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Online Presence: Users who mentioned this feature appreciated how easy it was to post and edit website content and manage multiple social media platforms from one place.
Centralized Interactions: Access to past client activity, notes and interactions from multiple avenues is a plus for a majority of users.
Customer Service: Prompt and helpful customer service from Thryv reps during training and onboarding is another plus for many users.
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Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.
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Lead Pipeline: The absence of a lead pipeline makes it difficult for users to track and manage their sales.
Search Function: Some users note they get multiple hits for a first or last name instead of an exact match.
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Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

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Thryv is a cloud-based platform designed to streamline operations for small businesses using centralized data management, customized workflows and a client portal.It offers features like a unified database, task management and personalized messaging to consolidate customer data, simplify communication, improve organization and boost client engagement. A key benefit is the 360-degree view of customer activity and communication, eliminating scattered information and paper records.User reviews highlight the ease of managing and building an online presence, centralized access to client interactions and prompt customer service during onboarding. However, the lack of a dedicated lead pipeline and precise search results were issues for some users. Pricing follows a tiered subscription model, with additional charges for certain features, potentially making it cost-prohibitive for smaller businesses.Overall, Thryv offers a comprehensive CRM suite solution designed to centralize data and streamline operations, although add-on costs for some features and a six-month lock-in term may not be ideal for solopreneurs and very small businesses.

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