Increase the lifetime value
of your customers.
A CRM designed to fit "how you work,"
while your customers and their jobs
remain the heart of your business.
Thryv® ’s powerful CRM helps you build and manage relationships
and grow your small business.
Keeping track of one customer with multiple jobs can be confusing and disorganized.
Thryv lets you manage multiple jobs organized under one customer while connecting every important job detail, conversation, appointment, payment and more!
Thryv is designed and customized to fit your business's industry!
Customizable Information
Provide excellent service with every task, project and job
with important customer details at your fingertips!
- Track jobs, projects and tasks with customer details and milestones at your fingertips.
- Deliver a better experience to your customers with all their interactions and history at-a-glance.
- Stay organized with tagging to create easy ways to filter, find and track your customers.
Leads Management
Why is it important to know who your customers are?
- Promote your business with targeted messaging in real time to nurture leads and create more opportunities.
- Manage, grow and cultivate loyal relationships by contacting future and current customers regularly.
- Send specialized and targeted messages to your leads, customers and VIP's.
Engage
Quickly respond and set reminders to connect with your customers instantly.
Lead Source
See where your customers are coming from online.
Optional Leads Program
Get notified when a new customer is added so you can respond and track details.
Data Enrichment
Centralize all your prospects and customer data in one location.
- See customer details all in one place, including documents, payments, lead source and conversations.
- Communicating with customers and giving a personal touch makes it easy to build and maintain relationships.
Card on File
Save your customer's credit card information for faster future purchases, safe and secure.
Located in the Client Card, credit cards are stored into the vault when charged in the platform. Easily manage, edit, remove or determine "default" card. All sensitive card data is encrypted and stored with your Payment Processor's secure servers, never in Thryv!
Card on file makes it easy and convenient for returning customers to pay.
- Minimizes frustration for customers by eliminating the need to re-enter their credit card.
- Works for partial payments, payment plans or payments made in full.
- Customers can secure appointments with payment or pay outstanding invoices easier. *QuickPay option for card on file coming soon.
- Customers receive email confirmations with payment details including which card was charged and stored for future payments.
Gmail Integration
Access Thryv directly from your Gmail Inbox.
Manage your business easier by connecting and syncing your Thryv CRM to your Gmail Inbox. Gmail integration allows you to see important details about your contacts at-a-glance, including payments, appointments, and conversations, helping you stay organized and communicate better with your customers.
HIPAA Compliance
Thryv Secure - HIPAA add-on provides extra privacy and security safeguards for your data.
Our software with the HIPAA add-on protects health information for those businesses subject to HIPAA obligations so that you can maximize the most out of your Thryv software.
HIPAA stands for Health Insurance Portability and Accountability Act.
- Appropriate security for data management, meeting cloud software security standards and HIPAA requirements.
- Compliant privacy standards only permits the minimum necessary access to your data, with a limited number specialists in order to meet your service and support needs.
- Website and Client Portal includes a privacy policy link, so your clients feel confident and secure when communicating with your business.
- Business Associate Agreement (BAA) between you and Thryv, emailed at point of sale and available to view anytime inside Thryv.
Thryv’s CRM feature helps me stay organized and engaged with my clients.
Paula Blair | SOAR Co-Working
1. https://www.goto.com/blog/connect/4-smb-customer-service-tips-win-and-keep-customers#