The value of customer database software for small business
As your client list expands, picking the right customer database software for your small business is paramount. A database is an easy way to keep track of client contact information, and the right solution can also serve as a powerful CRM system for small business, helping to nurture leads, convert customers and build a loyal base of clients. The key is choosing a system that provides easy customization and segmentation, seamless integration with marketing and social media tools, and a centralized dashboard where you can glean key insights about your business – and how you can serve your customers more effectively and efficiently.
That’s where Thryv can help. As an all-in-one platform for small business software solutions, Thryv delivers tools for managing nearly every aspect of your business. Our customer database software for small business helps you understand your customers better so you can personalize communication and nurture relationships to build loyalty and win more business.
Essential features of customer database software
Look for these key features when choosing a customer database software for your small business.
- Seamless integration. Your customer database software should integrate easily with other systems, especially those that use or create information about customers. Integration with your marketing software and marketing automation tools is a must, allowing you to automatically collect data and communicate with your customers more easily.
- Customization possibilities. The best customer database software for small business will allow you to choose the fields you want to see for each customer record. Your business is unlike any other, which means you need a highly customizable solution for your customer database.
- Segmentation tools. One of the most effective aspects of customer database software for small business is the ability to categorize customers into groups or segments based on common traits, interests or behavior. This allows you to target each customer group with offers and communications that are most likely to appeal to them.
- Mobile app. Unless you spend the entire day at your desk, there’s a good chance you’ll want access to your customer database on your mobile device. Choosing software that features mobile access can help you stay connected to customers while you’re on the go.
- A bird’s-eye view. Ideally, customer database software for small business should deliver insights, reminders, key performance indicators (KPIs) and data on marketing campaigns in a single and customizable dashboard, allowing you to get a quick picture of what’s happening throughout your business.
Thryv: powerful customer database software for small business
The Thryv platform provides everything you need to run your business – from one platform, with one login. From managing online listings and marketing campaigns to booking appointments and invoicing clients, Thryv puts at your fingertips all the tools you need to be more efficient and organized in every aspect of your business.
Thryv also includes client management software for small business that delivers all the features you want from a CRM system – and much more. Thryv’s software delivers big benefits when it comes to communicating with and nurturing your customers.
Consolidate your customer lists into a single, powerful CRM
Rather than tracking your customers with a variety of lists and spreadsheets, Thryv lets you track all your customers in one place. Custom fields let you organize customer data your way, so you can find, filter, tag and track your contacts in ways that make sense to you.
Nurture your leads and opportunities with automated campaigns
Thryv’s marketing automation technology lets you segment customers into groups, personalize content for each segment and automatically send trigger-based messages at the right time to nurture leads and stay close to customers.
Provide a customer portal for a seamless online experience
With Thryv, your customers can log in to a custom online portal where they can schedule appointments, make payments, send messages and share documents effortlessly and securely.
Understand your customers more deeply
The more you know about your customers, the better you can serve them. That’s why Thryv offers automatic data enrichment technology that scans public sites on the internet for information about your contacts, pulling data from social profiles, photos and more.
See what’s happening throughout your business
The Thryv dashboard lets you see all the important information about your business, your customers and your team. With a quick glance, you can find out how many appointments your team booked last week, who was most successful at upselling at point-of-sale, and who made the most outbound prospecting calls to drive up new business.
More solutions from Thryv
Along with customer database software for small business, Thryv offers a broad range of other solutions for managing your business more easily.
Enhancing your online presence
To help customers find you faster and improve credibility with search engines, Thryv automatically syncs your business information across 40+ trusted listing sites online. A Google Business Profile optimization service helps you lock down your Google profile and optimize your listing so customers can find the information they need. Thryv can also help you build a small business website with a professional design, compelling calls to action and features designed to make you as visible as possible with top search engines.
Improving your social media profile
Connect your social media accounts on Facebook, Twitter, Instagram and LinkedIn so you can publish content from one place. Create content and schedule social media posts in advance, letting Thryv choose the best time to post for maximum visibility. Thryv’s pre-built posts deliver inspiration when you are fresh out of things to say.
Simplifying scheduling and appointments
Give your customers the ability to book appointments online, freeing your staff from the tedious task of tending the phone and playing phone tag all day long. Manage your team’s schedule and sync their calendars effortlessly.
Streamlining customer communication
Contact your customers on the channels they prefer: email, text or social media. View every conversation on every channel from one inbox and view interactions in client-specific threads, no matter where the message came from.
Storing and sharing documents online
Simplify document management and eliminate clutter with tools to securely request, store and share documents online. Allow contacts and team members to edit documents while tracking changes and keeping tabs on the most recent version.
Invoicing customers and accepting payments
Send interactive estimates, invoices and reminders for overdue payments. Accept payments before, during and after appointments, giving customers more ways to pay. Swiftly process credit cards at extremely competitive rates.
Managing your reputation
Build your online reputation by automatically asking for reviews when invoicing customers, completing appointments or processing payments. Get notified immediately of reviews and comments posted on major sites. Respond to reviews on Google, Yelp and Facebook within one business day, even when you’re too busy to manage it yourself.
Thryv is the small business management software of choice for tens of thousands small business owners who want an end-to-end solution for running their companies. With Thryv, you can manage everything from a single dashboard, easily accessing comprehensive tools without needing to log in to multiple platforms and applications all day long. You can access Thryv from any location, on any device, so you your employees can stay productive everywhere.
Thryv’s highly secure and HIPAA-compliant software ensures that your business information and customer data is protected from malicious theft, data loss and inadvertent leaks. Thryv’s solutions integrate easily with the tools you already use, including top business platforms like QuickBooks, PayPal WordPress, Stripe, Gmail, Zoom and many more. Thryv’s unmatched, unlimited support from live experts delivers access to technical know-how and business expertise 24/7.