Customer Portal

Increase loyalty with a customer portal

When you’re looking for ways to increase customer loyalty for your small business, consider the benefits of a customer portal. A customer or client portal provides a secure, online location where your customers can access information about their account, communicate with you and your staff and take care of things like approving estimates or paying invoices. customer portals are so useful that nearly 9 of 10 customers expect the businesses they patronize to offer a self-service portal.i

As a small business owner, you may think that a customer portal is something only a larger company can manage. You’ll be glad to know that Thryv offers client portal software as part of a comprehensive collection of solutions for small business management. With a customer portal from Thryv, you can meet the expectations of your customers to increase satisfaction and build greater loyalty.

How a customer portal can help build your business

Customer portals have become an important technology for many businesses because they satisfy customers’ desire for self-service options. For customers, portals provide:

  • Greater convenience. Portals let customers access a wide range of features and services from any device.
  • Easier communication. Portals allow customers to easily upload, share, edit and download documents or communicate with members of your team.
  • Instant access. With a customer portal, your clients can quickly resolve questions and take care of tasks without needing to wait for a return phone call or an email reply from your team.

Benefits of a customer portal for your business include:

  • Stronger loyalty. Portals help increase customer loyalty by improving communication and enhancing the overall customer experience.
  • Enhanced productivity. By centralizing documents like contracts, estimates, invoices and project information in one place, customer portals help your teams to be more productive and to spend less time searching for and organizing information. Portals also allow customers to handle a variety of tasks on their own, freeing up time for your staff.
  • Tighter security. customer portals provide a more secure way of sharing documents and information with clients.

A customer portal from Thryv

Thryv provides a unified platform with comprehensive tools for managing nearly every aspect of your business. From managing social media and automating marketing to invoicing clients and accepting payments, Thryv delivers everything you need to connect with customers, organize your workday and grow the business.
Thryv’s customer portal solution provides a convenient and seamless experience for your customers. When customers log in to your portal via any device, they’ll find a site that matches the look and feel of your website and your brand. With a portal from Thryv, your customers can:

  • Stay connected to your business wherever they go.
  • Request, book or reschedule an appointment.
  • View current estimates, invoices and payments as well as a history of past transactions.
  • Download files, upload forms, share information and collaboratively edit documents.
  • Purchase packages of services and keep track of usage and number of services remaining.
  • Sign up for classes and events.
  • Securely communicate with your team, using a click-to-call feature to contact you immediately if they can’t find the information they need within the portal.

Additional solutions from Thryv

In addition to a customer portal, Thryv delivers comprehensive solutions to increase efficiency and simplify management of every aspect of the business.

With Thryv Command Center, you can centralize all communications and effortlessly stay in touch with customers and team members.

  • A centralized inbox ensures you’ll never miss another message or customer again. Combine conversations across multiple channels in one place and see each client’s communication history across all channels in one view.
  • Get a customer service line for voice and video calls, with voicemail transcripts delivered directly to your inbox.
  • Streamline team communication and collaboration with TeamChat. Send direct messages and set up group chats to get updates in real time. Mark up and share photos to keep everyone in the loop.

In Thryv Business Center, you’ll find everything you need to streamline your day-to-day business operations.

  • Invoicing software lets you create interactive estimates and invoices that customers can view, approve and pay online or on their mobile devices.
  • Appointment scheduling tools let customers go online to book or request appointments at their convenience, freeing you and your staff from answering the phone all day.
  • Customer relationship management (CRM) tools consolidate your customer lists into one powerful database to improve and automate customer communications.
  • Online review monitoring tools help build and protect your online reputation online, notifying you immediately when new reviews are posted and helping you respond quickly to customer comments.
  • Document management and digital signatures simplify the tasks involved in sharing, storing, editing and signing documents.

With Thryv Marketing Center, you can easily create more powerful marketing campaigns.

  • A marketing automation platform provides tools for managing trigger-based email and text campaigns that reach each customer and prospect with the best message at the right time.
  • Compelling landing page templates keep your website mobile friendly and convert visitors to customers faster.
  • Easy-to-understand analytics and AI-powered insights help you compete more effectively.
  • Online presence tools enhance your Google Business Profile and local listings to make it easier for customers to find you online.

Why customers choose Thryv

Thryv provides solutions that help any small business run more efficiently.

A comprehensive, cloud-based platform
Thryv’s do-it-all platform provides all the tools you need to manage your business. From a single dashboard, you can manage schedules, invoices, communications and customer reviews to grasp how your business is performing. Thryv’s cloud-based tools can be accessed anywhere on any device – mobile phone, tablet, laptop or desktop.

Effortless integration with existing technology
Thryv integrates easily with the tools you’re already using such as Gmail, QuickBooks, Yext, Mailchimp, Constant Contact, Typeform, Indeed, Shopify, Zoom and Clover.

Unlimited service and support
Thryv offers unlimited, 24/7 support from specialists who understand the unique needs of small business owners. Flexible training and hands-on onboarding help maximize the value of your Thryv subscription.

Strong security
Top-notch security features and cutting-edge encryption keep your business data safe and customer information private. Customizable account access tools let you control who sees what – and what they can do with it.


Customer Portal FAQs

Your customer portal questions, answered.

What is a customer portal?

A customer portal is a cloud-based solution that enables customers to log into a secure space online where they can access account information, make payments, get answers to questions, communicate with the business and perform other self-service tasks.

What are the advantages of a customer portal?

Customer portals help businesses improve efficiency by providing customers with the tools to accomplish certain tasks on their own, rather than requiring help from business staff. A customer portal can also build loyalty with customers by providing greater convenience and improving communication.