Customer portal solutions

Build stronger relationships with customer portal solutions

A customer portal is a great way to deliver extra value for your customers while making it easier to run your business. Customer portal solutions provide a secure and convenient way for customers to connect with your business in a variety of ways. After securely logging in, customers can set appointments, make payments, view invoices, share documents or find information about their accounts. For small businesses, a customer portal provides an easy way to streamline interactions with customers and centralize all the information concerning their accounts.

As a do-it-all platform with tools for managing small businesses, Thryv offers a customer portal solution that can improve customer satisfaction by making it easier to do business with your company.

What a customer portal can do for your business

Customer portal solutions are fairly common today, and many customers expect the companies they do business with to offer this service.1

For small businesses, customer portal services deliver a wealth of benefits.

  • Reduce the cost of customer service. Portals provide customers with self-service options for accessing information and accomplishing tasks, minimizing the burden on you and your staff.
  • Consolidate feedback. Your customer portal can be an excellent source of feedback from customers, providing you with invaluable data on what’s working and where you can improve.
  • Increase sales. Customer portal solutions can familiarize your clientele with additional products and services you offer, creating more upsell and cross-sell opportunities.
  • Simplify collaboration. Portals make it easy to share and collaborate with customers on documents like proposals and estimates.
  • Strengthen customer loyalty. By providing a convenient, interactive way to stay connected to your business, customer portal solutions help improve loyalty.
  • Enhance security. Secure online portals add an extra layer of protection to customer interactions.
  • Improve productivity. Superior customer portal solutions can help to streamline interactions with customers, enabling you and your staff to accomplish more in less time.

Customer portal solutions from Thryv

Thryv offers powerful software solutions that can help you organize your day and automate your work, giving you more time to serve your customers. Thryv’s customer portal solutions are part of a comprehensive platform with lots of tools for customer communication. When your customers log in via a mobile phone, tablet, laptop or desktop, they’ll find a portal that matches the look and feel of your business website. From your portal, customers can:

  • See all their past correspondence with your business.
  • Book or reschedule an appointment.
  • Share and edit files securely.
  • Upload information they want to share with you.
  • View and pay their invoices.
  • Access historical account information, including invoices and payments.
  • Purchase packages of services and track their usage and balances.
  • Locate important business information.
  • Interact with you and your staff.
  • View and accept estimates.
  • Click to call your business if they need immediate answers to questions.

Thryv provides you with details and insight into how your customers are using your customer portal solution. From the Thryv dashboard, you can see how many clients started or completed a specific action in your portal, the number of visits to your portal and the source URL of each completed request, which can help you understand which campaigns are driving your clients to take action.

More solutions from Thryv

Along with customer portal solutions, Thryv offers a wide array of software tools for managing nearly every aspect of your business.

Customer relationships
Upgrade your contact lists with Thryv’s small business CRM solutions that consolidate all customer data in one location, allowing you to engage customers, nurture leads and personalize communications more easily.

Social media
Create and post social content from one place, using templates with pre-written posts for every occasion. Create and schedule content ahead of time, posting to Facebook, Twitter, Instagram and LinkedIn with just a few clicks.

Let customers go online anytime, day or night, to book or request appointments at their convenience. Spend less time taking calls and playing phone tag with customers seeking to book your services.

Set up trigger-based campaigns to automatically send texts and emails with personalized messages to each customer at the ideal time. Create compelling campaigns using Thryv’s massive library of ready-to-send messages for every occasion.

Invoicing and payments
Send interactive estimates, quotes and invoices that customers can view, approve and pay online. Give customers more ways to pay so you can get paid faster.

Communicate with customers on their preferred channels – text, email and social – while viewing all messages from a centralized inbox in client-specific threads, no matter where each message originated. Thryv’s communication tools also deliver automated reminders to follow up with customers in the future via email or text.

Thryv’s tools for online file sharing for small business let you securely request, share and store documents online to eliminate paper clutter and manage documents more efficiently. Edit files collaboratively with employees and customers while never losing track of the most recent version.

Learn how to build a good reputation in business with help from Thryv. Generate more reviews by automatically asking customers at the right time and providing convenient links for posting reviews. Get notified when comments are posted on major sites and respond within one business day with help from Thryv.

Online presence management
Optimize and synchronize your business information across 40+ trusted listings sites online, including Facebook and Yelp, to improve credibility with customers and search engines. Thryv’s Google Business Profile optimization services help you claim and manage your Google profile to increase search rankings and let customers find you more easily.

Why Thryv?

Thryv offers the ultimate collection of small business software, providing easy-to-use tools for managing your business more successfully. With more than 20 industry customizations and a fully mobile interface, Thryv enables small businesses to benefit from technologies that were previously only available to larger companies.

With Thryv, small businesses can:

  • Simplify the workday by eliminating the hassle of logging in to multiple applications all day long. Thryv features a single login that provides access to comprehensive tools.
  • Access Thryv’s tools from anywhere on a smartphone, tablet, laptop or desktop.
  • Keep using the software you’re familiar with. Thryv integrates easily with QuickBooks, WordPress, PayPal, Gmail and dozens of others.
  • Get unlimited 24/7 support from specialists who have both technical know-how and business savvy.
  • Keep data safe and secure with cutting-edge data encryption and customizable account access controls.


Customer portal solutions FAQs

Your customer portal solutions questions, answered.

What are customer portal solutions?

Customer portal solutions are secure online spaces where customers can log in to access a variety of self-service options. Customers can use portals to access account information, view invoices, make payments, upload or download documents, find answers to questions and access business information.

What are the advantages of customer portal solutions?

Customer portal solutions help to improve customer loyalty by providing greater convenience. Portals also help to streamline communication with customers and minimize the time that staff must spend answering questions and providing routine information.