Client Portal

Streamline customer service with a client portal

As a small business owner, you know that the quality of your customer service is crucial to building loyalty and earning repeat visits from your clientele. But when your to-do list is a mile long, it can be hard to take the time to handle every customer request and take time for every customer interaction.

That’s where a client portal can help. client portals are secure online locations where customers can go to access information about their account, view their invoices, find and share documents, set appointments and take care of other details via self-service options.

As part of a do-it-all platform for managing small businesses, Thryv’s client portal software can help you deliver the high-quality service your customers expect while minimizing the administrative work for you and your staff.

How a client portal benefits you and your customers

One of the biggest benefits of client portal is delivering a feature that many customers expect from the companies they choose to patronize. Additionally, a customer portal can help you:

  • Simplify communication. Portals make it easy for your team to share information and files and for customers to collaborate and edit proposals and documents.
  • Enhance productivity. By enabling customers to accomplish many tasks on their own without intervention from your team, a client portal can free up hours in the day for you and your team to work on other high-level tasks rather than routine communications.
  • Strengthen customer relationships. Portals provide an interactive channel where you can continually engage your customers, improving their satisfaction and increasing their loyalty.
  • Improve sales. Portals are a great way to keep your products and services in front of your existing customers, helping to generate more revenue from cross-selling and upselling.
  • Keep data secure. A client portal is a far more secure way to communicate with customers than email, text or DM. With client portals, private customer data and important business information stay safe and secure.
  • Gather feedback. By analyzing how customers use your portal and by collecting feedback directly from clients, you gain invaluable business intelligence that reveals what’s working well for customers and where you can improve.

A client portal from Thryv

Thryv is a do-it-all platform that delivers the tools and automated business software you need to organize your day and manage your business more efficiently. From a single dashboard, you can enhance your online presence, automate your marketing campaigns, engage customers on social media, manage customer communication, store and share documents easily, invoice customers, accept payments and build and protect your reputation online.

Thryv’s client portal solutions make it easy to offer your customers a secure hub for information, accessible via their mobile phones, tablets, laptops or desktops. Thryv’s portal can be customized to match the look and feel of your website and brand.

With a customer portal from Thryv, your customers can:

  • Set or reschedule appointments.
  • Purchase packages of services, sign up for classes or register for events.
  • Communicate with you and your staff.
  • View a history of activity, transactions and correspondence with your business.
  • View and pay invoices.
  • View and sign off on estimates.
  • Upload information you have requested from them.
  • Share files and edit documents securely.
  • Access important business information.
  • Click to call you or staff members if they need immediate answers to questions.

Thryv’s client portal also delivers insight into how your customers are interacting with the portal and which features they use the most. This data can help you understand how effectively your client communications are engaging your customers.

Thryv’s comprehensive tools

Along with client portal software, the Thryv platform provides tools for adding greater efficiency and organization in nearly every aspect of your business.

Streamline communication with Thryv Command Center

  • Centralize all communication and effortlessly stay in touch with customers and team members.
  • Combine conversations across all channels in a single, easy-to-use inbox.
  • View a single record for each customer that contains a history of communications across all channels.
  • Communicate with customers on their preferred channel.
  • Get voicemail transcripts in the same inbox as email, text and social messages.
  • Use TeamChat to interact and collaborate with team members more effectively. Send direct messages and set up group chats to get updates in real time.

Run your business with Thryv Business Center

  • Consolidate your contact lists with crm tools for small business that lets you automatically reach out to customers at the right time.
  • Send invoices and estimates online, letting customers view, approve and pay them from their mobile device.
  • Securely request, store and share documents with contacts and streamline signing with electronic signatures.
  • Get notified immediately when customers post new reviews and comments with Thryv’s review monitoring tools.
  • Let customers go online anytime to book or request appointments.
  • Give your customers more ways to pay so you can get paid faster.

Grow your business with Thryv Marketing Center

  • Set up automated, trigger-based campaigns that reach each customer at the right time with the best message.
  • Build social posts quickly from pre-written templates and post to your social accounts from one place.
  • Create a mobile-friendly web presence with landing page templates and web pages that successfully turn visitors into customers.
  • Access easy-to-understand, AI-powered insights to help you understand what’s working and what’s not, and where you can improve your efforts to increase conversions.

Why customers choose Thryv

Small business owners turn to Thryv for the tools they need to find more business, communicate more clearly, and operate with greater efficiency. Thryv is the choice of tens of thousands of small businesses for several key reasons.

  • Universal access. Thryv’s platform is available anywhere, on any device – laptop, desktop, mobile phone or tablet. Wherever you go, you’ll have all Thryv’s tools at your fingertips.
  • A single platform. Thryv’s comprehensive collection of small business tools means you no longer need to log in to multiple platforms throughout the day. Just log in once to Thryv for all the tools you need to get your work done.
  • Unlimited support. Access unlimited support 24/7 from specialists who have both small business expertise and technical savvy. Thryv’s support teams help you get the most from your Thryv subscription.
  • Easy integration. Thryv integrates seamlessly with software tools like QuickBooks, Gmail, Square, Zoom, PayPal and more. That means you and your team can keep using the software you’re familiar with while adding the power of Thryv’s solutions.
  • Strong security. Cutting-edge data encryption and customizable account access ensure that your business information and your customers’ data is always safe and secure.

Client Portal FAQs

Your client portal questions, answered.

What is a client portal?

A client portal is an online hub that offers a secure channel of communications between businesses and their customers. After logging in to a secure portal, clients can access account information, get answers to questions, communicate with the business, upload or download files and manage their relationship with the business in other ways.A client portal is an online hub that offers a secure channel of communications between businesses and their customers. After logging in to a secure portal, clients can access account information, get answers to questions, communicate with the business, upload or download files and manage their relationship with the business in other ways.

What are the benefits of a client portal?

For customers, client portals provide an easy way to access the information they need and communicate with the business. For businesses, portals improve efficiency by allowing customers to accomplish tasks on their own, without involving staff members.