Thryv vs Keap

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

Thryv Software Tool
Keap Software Tool

Product Basics

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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Keap, formerly Infusionsoft, is a cloud-based solution designed to help small businesses optimize their CRM. It allows users to build custom marketing campaigns, set up workflow automations with a drag-and-drop builder and visualize their sales pipelines to improve efficiency.

It acts as a centralized platform for contact details, client activity and communication. Additionally, users can access robust integrations and a mobile app to expand potential and increase accessibility. Its extensive automation capabilities can streamline repetitive tasks, segment and score leads, and trigger follow-ups.

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$20/Seat, Monthly, Freemium
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$59 Monthly
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
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Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • 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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  • Streamline Payment: Set up daily, weekly or monthly recurring payments based on business needs and send automatic reminders for faster payment. Generate and track invoices equipped with a “pay now” button, and charge the credit card on file. Integrations with tools like Xero or QuickBooks help keep data synced.
  • Save Time: Streamline your sales process by automating lead segmentation, task assignments, lead follow-ups and repetitive tasks.
  • Increase Conversion Rates: Keep leads engaged using automated follow-ups and personalized emails. Prioritize highly rated leads by using tags and creating custom lists with filters to send personalized messages.
  • Enhance Performance for Sales Reps: Empower your team by maintaining client activity, communication and contact data in a centralized platform. Delegate sales tasks, send reminders and alerts, and track progress for improved collaboration and accountability. Access appointments, messages, tasks and contacts remotely via a mobile app.
  • Strengthen Client Relationships: Respond quicker to queries and boost lead engagement with automated workflows and reminders for sales teams. Simplify appointment scheduling and client communication.
  • Optimize Sales Performance: Make data-driven decisions with comparative data reports that show ROI and areas to improve. Access updated information on KPIs via customized dashboard.
  • Improve Sales Management: Track and manage leads as they move through the sales pipeline, all from a single access point. Customize each sales stage to prioritize tasks. Send automated emails when leads move from one stage to another and enable sales reps to close deals consistently.
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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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  • Workflow Automation: Design multi-step workflows to nurture leads, follow up with prospects and trigger actions based on client behavior. Automate lead segmentation, task assignment and onboarding.
  • Email Management: Build high-converting email campaigns using default templates and creating your own templates with a drag-and-drop editor. Minimize emailing clients twice by syncing with Gmail and Outlook. Personalize emails based on client activity and track campaign performance.
  • Lead Management: Prioritize “hot” leads using lead scoring, tags and automated campaigns triggered by likelihood of making a sale. Auto-assign leads to sales reps when they meet pre-set requirements. Pinpoint key demographics and locations by tracking lead sources.
  • Sales Pipeline: Close sales faster and manage leads through different stages of the funnel by building customizable sales pipelines using a drag-and-drop editor to automate stages, move leads and track statuses.
  • Appointment Scheduling: Streamline the scheduling process by enabling clients to book appointments during open calendar slots. Sync with Gmail and Outlook to avoid double-booking.
  • Text Management: Engage with high-scoring leads with text broadcasts. Improve open rates and minimize costs by sending personalized text messages via a toll-free number.
  • Reports and Dashboard: Optimize performance by monitoring comparative data that highlights key metrics and improvement areas. View and send important data updates to team members via a personalized dashboard.
  • Payment Processing: Simplify payment processes with instant quote creation, one-time or recurring invoices, and integration with payment processors including PayPal, Venmo and Stripe. Manage and monitor subscriptions and recurring payments.
  • Integrations: Expand your CRM capabilities with over 5,000 integrations using Zapier. Simplify usability by viewing integrated apps and their performance in one place. Create custom integrations by hiring a certified developer partner.
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Product Ranking

#73

among all
CRM Software

#95

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 907 reviews
Great User Sentiment 3344 reviews
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.

83%
of users recommend this product

Keap has a 'great' User Satisfaction Rating of 83% when considering 3344 user reviews from 5 recognized software review sites.

4.4 (15)
5.0 (20)
4.6 (382)
4.2 (1527)
4.2 (495)
4.1 (1273)
n/a
4.4 (148)
4.5 (15)
4.0 (376)

Synopsis of User Ratings and Reviews

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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User-Friendly Interface: The platform features an intuitive interface with card-based navigation, making it easy for users to understand and navigate the system. A majority of users report its ease of use for creating automations and simplifying repetitive tasks.
Centralized Database: Accessing client data, activity and communications from a centralized platform eliminates data silos for many users.
Lead Management: The ease of evaluating, nurturing and segmenting leads is another plus point users note.
Campaign Builder: Users appreciate the campaign builder's ability to streamline CRM procedures and effectively automate marketing campaigns. The drag-and-drop builder is flexible and lets you create custom campaigns and automations.
Customer Support: Responsive customer support through various channels like chat, email and phone, ensures users can get assistance when needed.
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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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Cost for Integrations: Users mention additional costs for integration with other applications, which can be a drawback.
Learning Curve: Some users find certain features can be complex and time-consuming to pick up, requiring a significant time commitment for mastery.
Ecommerce Functionality: While suitable for many users, some find the eCommerce functionality lacks robust reporting and taxation features.
Mobile App Features: The mobile version has fewer features compared to the web version, potentially limiting functionality for users on the go.
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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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Keap is a suite CRM solution designed for small and mid-sized businesses. The platform offers a user-friendly interface, praised by users for its intuitive card-based navigation and ease of use.Users particularly value the ability to create campaigns, automations, simplify repetitive tasks and streamline CRM procedures through the drag-and-drop campaign builder. Centralized data storage eliminates data silos, and responsive customer support ensures assistance is readily available.However, integrations with other applications can lead to additional costs. Certain features, while powerful, have a learning curve, requiring a time investment to master. Additionally, the eCommerce functionality might not be ideal for complex eCommerce needs due to limitations in reporting and taxation features. Finally, the mobile app may not be as extensive as the web version.All in all, Keap provides a comprehensive solution with room for scalability and custom development.

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