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.

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Save Valuable Time

Farewell sticky notes: access everything you need to stay organized in one place.

  • Keep customer information organized and automatically import client information — no more shuffling through stacks of paperwork.
  • Create a customized 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 personalized 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 recognized again and again

CRM FAQs

Your small business CRM questions, answered.

How do I import my contacts?

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 never contacted you before.

Can I organize 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 organized 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 organized 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 organized in one place. Build and nurture relationships to grow your business quickly.

1. No credit card required. Terms and conditions located at https://www.thryv.com/terms/ apply. Free plans have limited functionality. Upgraded plans with more functionality are available for a fee. See https://www.thryv.com/pricing/ for plan and pricing details.

2. Applies to all paid products.

3. Based on Thryv survey sample of 181 clients. Calculations assume a 40-hour work week. Results may vary.

4. Offer to waive website design fee is valid to active Thryv® Command Center users from October 1st through December 31st. Available to Canadian customers only. Terms and conditions found at www.thryv.com/terms apply.

1. Based on Thryv survey sample of 181 clients. Calculations assume a 40-hour work week. Results may vary.