Client Portal Software

Nurture relationships with client portal software

As a small business owner, you’re always searching for ways to better serve your customers and offer experiences that set you apart from competitors. Client portal software can help by providing a secure place online where customers can go to set appointments, make payments, view invoices, access documents, find information about their accounts, and take care of other tasks on their own.

A majority of customers today prefer to resolve questions and interact with companies via self-service options rather than placing a phone call or sending an email. With the right client portal, you can satisfy your customer’s expectations and build stronger relationships that keep them coming back year after year.

As a do-it-all platform for managing small businesses, Thryv offers client portal software along with comprehensive solutions for managing your small business. With Thryv, it’s easy to create and manage a customer portal that will impress and delight your clientele while helping to make your business more efficient.

The benefits of client portal software

A customer portal offers some big advantages for your clients and your business.

Customer benefits

  • Easier access to information. With the right portal, clients can quickly and easily access the information they need about their account, your business, past orders, and other details without needing to place a call or write an email.
  • Simpler collaboration. Many client portal solutions allow customers to collaboratively edit documents and proposals, upload files, sign contracts, approve estimates and pay invoices.
  • Greater convenience. With client portal software, customers can quickly get the answers and information they need at any time, on any device.
  • Increased security. Client portals are a far more secure way of communicating than email or text messages.

Business benefits

  • Customer loyalty. Portals help business create stronger connections with customers to improve loyalty.
  • Increased efficiency. By enabling customers to access information and perform tasks on their own, portals reduce and simplify work for your team, freeing up time for other tasks.
  • Centralized documents. Portals help keep all client information organized in one place, making it easier to quickly find the details you need.

Client portal software from Thryv

Thryv offers a premier collection of small business tools on a platform you can access on any device, from any location, at any time. With one login and one dashboard, you can manage nearly every aspect of your business with Thryv, including sales, estimates, invoicing, payments, marketing, social media, customer communications, CRM and more.

With Thryv’s client portal software, your customers can:

  • Log in to a secure hub to communicate with your business safely.
  • View your calendar availability and schedule appointments.
  • View and reschedule upcoming appointments.
  • Buy packages of services and track available credits.
  • Register for classes and events.
  • View and approve estimates.
  • View and pay invoices.
  • View a history of transactions, including invoices, payments, and refunds.
  • Communicate with your business and individual staff members.

What else can you do with Thryv?

In addition to a client portal, Thryv offers comprehensive solutions for communicating with clients, managing your day-to-day operations and growing the business.

Thryv Command Center lets you effortlessly communicate with customers and team members, capturing every conversation in a centralized inbox.

  • Thryv’s Inbox combines conversations from all your channels in one place and provides a complete communication history for each client.
  • TeamChat makes it easy to connect with your team and share updates through instant messages and group chats.
  • One customer service line for voice calls and text lets you communicate with potential and existing clients. Thryv delivers transcriptions of voicemails to your central inbox.

Thryv Business Center tools let you spend less time in the office and more time doing the work you love.

  • Customer relations management software helps you simplify business contact management and nurture relationships with customers, tracking and organizing contacts in ways that best suit your style.
  • Online appointment scheduling gives customers the power to request or schedule their own appointments online.
  • Personalized estimates and invoices created online let customers review and approve items on any device and offers more ways to pay so you get paid faster.
  • Reputation management and review monitoring services help you manage and respond to online reviews.
  • Document management tools make it easy to share and store documents online and to accelerate the signature process with online document signing.

Thryv Marketing Center delivers tools to help you attract new customers and scale your business.

  • Create multi-channel campaigns with automated customer engagement tools to reach the right people at the right time.
  • Optimize campaigns with recommendations and sites powered by AI.
  • Enhance your online presence to help customers and prospects find you faster.
  • Build a mobile-friendly website with landing pages that convert more visitors to customers.
  • Create social media posts and ads in minutes with pre-built templates.

Why choose Thryv?

Tens of thousands of small business owners choose Thryv to manage their most important business functions. Thryv’s end-to-end platform is packed with solutions that help business owners work more efficiently, communicate more clearly and grow the business more quickly.

Thryv is the only small business management platform with personalized setup and support from small business experts. Thryv specialists are available 24/7 via phone, chat or email to provide both technical expertise and business advice. A team of client success partners ensures that businesses get the most out of their Thryv subscription.

As a SaaS-based platform, Thryv is available everywhere and on any device – mobile phone, tablet, laptop or desktop. With a single login, business owners and employees can access all the tools they need for day-to-day activities, rather than constantly logging in to different applications all day long. Cutting-edge data encryption and customizable account access ensure that customer information and business data stay safe from attacks, theft, leaks and loss.

Client Portal Software FAQs

Your client portal software questions, answered.

What is client portal software?

Client portal software provides a secure, online hub where customers can manage their relationship with a business. Portals may enable customers to view account details, access important information, upload or download documents, communicate with the business and perform other tasks on a self-service basis.

What are the benefits of client portal software?

By making it easier for customers to get information, find answers, and interact with the business, client portal software improves the customer experience and builds greater loyalty. Portals also reduce the administrative load on business staff by empowering customers to resolve their own questions and find information without assistance.