Customer Relationship Management (CRM)
Finally, a frustration-free way to manage all of your customer information.
Customer relationship management (CRM) doesn’t need to be complicated. Thryv’s CRM platform puts an end to fumbling through messages, emails and notes — once and for all.
Save Valuable Time
Farewell sticky notes: access everything you need to stay organised in one place.
- Keep customer information organised and automatically import client information — no more shuffling through stacks of paperwork.
- Create a customised view of each client based on what you find most important.
- Find, filter, tag and easily track your contacts, projects and payments.
Engage New Customers
Great businesses don’t just build customer relationships, they nurture them.
- Grow new and repeat customers and drive revenue.
- Save customer history, so anyone on your team can pick up with a personalised touch where you left off.
- Tailor fields to the most meaningful client information for your business.
Watch how Business Center helped transform Jarvis Electric
Keep Client Happy
Create a 5-star customer experience that wows them every time.
- View all of your customer interactions in one place.
- Respond to clients quicker than before with all of your communications in one view.
- Create a customer portal that allows clients to make payments, book appointments and send files effortlessly.
CRM Made Easy
Additional Benefits Worth Bragging About
Thryv's small business CRM benefits don't end here. Check out more solutions for your business needs, such as safe and secure document storing and sharing and how to add on digital signatures.
Industry-recognised again and again
CRM FAQs
Your small business CRM questions, answered.
You can import clients into your Thryv account with Smart Data Importer, from your Google contacts or from a CSV/Excel file.
Do I have to manually add clients?
Nope. Whenever a new client contacts or schedules with you through the Client Portal, a Client Card is automatically created for that client in your account, including all the information the client provided. You can also add new clients to your list even if the client has never contacted you before.
Can I organise clients by their assigned staff member?
Yes. Our healthcare provider and salon users love this small business CRM feature.
What is a CRM for small business?
A CRM, or customer relationship management software, is a tool that helps small businesses view and manage all communications and interactions with customers. CRM software can help you build relationships with your customers and stay in touch.
What is the best CRM for small businesses?
Thryv’s Customer Relationship Management Software (CRM) was designed for small businesses, making it an excellent choice. This easy-to-use CRM solution keeps your customer information organised in one place and helps you build and nurture relationships with your customers. You can use the Customer Portal to accept payments, book appointments, send files, and more.
How to choose the best customer relationship management software for your small business?
When choosing between CRM solutions, it’s essential to find one designed specifically for small businesses, such as Thryv’s. Our CRM software makes managing your customer interactions and communications easier and keeps everything organised in one place. Build and nurture your customer relationships with ease and grow your business.
What’s the best CRM tool for a home service company?
Designed for small businesses, Thryv’s Customer Relationship Management software is an excellent choice for a home service company. It allows you to easily manage customer communications and interactions and stay organised in one place. Build and nurture relationships to grow your business quickly.
