Customer management software

Choosing the right customer management software

Making each customer feel important is one of the keys to successfully growing your small business. Yet, as your client base expands, it’s impossible to personally attend to each customer, especially with everything else on your plate. The right customer management software can help by automating the tasks and communications you once handled manually, allowing you to grow your business quickly while still developing great customer relationships.

As part of a do-it-all platform for managing small businesses, Thryv offers customer relations management software to help you exceed customer expectations while minimizing time and effort. Thryv’s CRM solutions for small business automate tasks and integrate easily with other customer-related tools.

What to look for in CRM software

When considering CRM software solutions, several features and capabilities are essential to simplifying customer relations and client experience management.

Seamless integration
Successful CRM relies on comprehensive data for everyone. That means your customer management software must easily integrate with and pull data from all the systems you use to track, document and communicate with your customers. These likely include your email platform, marketing solutions, sales software and existing customer lists and databases.

Easy customization
Your customer management software should provide custom fields that let you identify and track customers in ways that make sense for your industry and your business.

Narrow segmentation
The ability to tag and segment customers into various groups is critical, allowing you to send personalized messages that can speak directly to customers’ wants and needs.

Privacy protections
Keeping your customer’s personal information safe and secure is crucial to protecting privacy and complying with regulations. Your customer management software should incorporate strong security features that restrict access and let you mark individual notes and files as private.

Effortless automation
To allow your business to grow efficiently, the best CRM software will automate nearly every aspect of tracking and communicating with customers. Your customer management software should make it easy to send out quick emails and texts for things like birthday greetings or anniversaries, and to set up drip campaigns that automatically send regular messages to clients to keep them engaged.

Mobile capabilities
When you can access your CRM system on any device from any location, you’ll always have access to the tools you need to enhance customer service and communication.

A single dashboard
In addition to providing detailed analysis, your customer management software should offer a top-level dashboard that shows progress on key performance indicators (KPIs), with metrics you can view and understand at a glance.

Customer management software from Thryv

Thryv delivers comprehensive small business management software solutions in a single platform. Combining invoicing software, a marketing automation platform, communications tools, appointment booking services, document management tools, social media software and reputation management solutions, Thryv puts at your fingertips the tools you need to help your business succeed.

Thryv’s customer management software delivers everything you want from a CRM solution, empowering you to easily build relationships while simplifying management tasks.

A customized, centralized system
Thryv consolidates customer information from various systems into one, centralized database. Custom fields let you tailor how you organize, find, filter, tag and track your contacts.

Automated communications
Thryv automates your interactions with customers, so you’ll never forget to follow-up again. Automatic announcements and birthday greetings keep your business top of mind with clients. Automated nurture campaigns provide personalized messages and offers that continually enhance relationships and deliver more value to customers and prospects.

Self-service options
Thryv’s dedicated online portal provides a secure place where customers can log in to access their account information, make payments, schedule appointments, share documents, interact with your staff and perform other self-service tasks.

Enriched data
Thryv’s automatic data enrichment capabilities search the internet for public information about your customers, adding details to your records from social media profiles, photos and other sources. With a fuller understanding of each customer, you can deliver a more personalized experience.

Benefits of customer management software

Working with Thryv’s customer management software delivers significant advantages over traditional tools like spreadsheets.

Customer data
With Thryv’s CRM analytics, you gain a deeper understanding of who is purchasing your products and services and what you can do to improve their experience.

Team analytics
Thryv’s customer management software lets you set goals around customer relationships for each member of your staff. By tracking progress toward goals each month, you can see which employees are the most successful at delivering on customer expectations.

Simpler execution
Thryv consolidates all your customer communication activities and lets you set up and schedule messages days or weeks in advance to lighten your daily workload.

Personalized communication
Tracking each customer’s purchase history with Thryv allows you to better understand their wants, needs and preferences. As a result, you can personalize messages and offers to increase the value of existing customers and reengage lapsed customers.

Automated messages
From appointment reminders and birthday greetings to newsletters and special offers, Thryv’s automated communications helps keep your customers happy and engaged while minimizing work for you and your staff.

Easy testing
By grouping customers into segments, testing communications and tracking results, you can better understand what messages and offers resonate most with each customer.

Why Thryv?

Thryv is the ultimate collection of management software for small businesses, delivering easy-to-use tools that simplify the workday and automate routine tasks. With more than 20 industry customizations and a fully mobile interface, Thryv provides small businesses with the kind of technology once reserved only for larger companies.

With Thryv, small businesses can:

  • Simplify workflow. Eliminate the headache of logging in to multiple apps throughout the day. Thryv provides comprehensive tools on a single platform you can access with one login.
  • Keep tools at your fingertips. As a cloud-based platform, Thryv can be easily accessed on any smart phone, tablet, laptop or desktop.
  • Keep using proven tools. Thryv integrates easily with QuickBooks, PayPal, Gmail, Constant Contact, Yext and dozens of other tools you and your team already use.
  • Keep data safe and secure with cutting edge data encryption and customizable account access controls.
  • Enjoy 24/7 support from specialists who have both technical know-how and business savvy.

Customer management software FAQs

Your customer management software questions, answered.

What is customer management software?

Customer management software, or CRM software, helps businesses organize and track comprehensive data about customers and customer interactions. Superior customer management software offers a centralized database where data can be sourced from and shared with systems for invoicing, marketing, communications, scheduling, and reputation management.

What are the benefits of customer management software?

Customer management software automates tasks and consolidates information to help small businesses nurture customer relationships more effectively while minimizing the time and effort required from staff.