Customer relationship management CRM

Grow your business with customer relationship management (CRM) software

Expanding your customer base is essential to growing your small business. While finding new customers is a big priority, retaining the customers you already have is equally important – and costs 5 to 25 times less than efforts to attract new clientele.i

That’s where the right customer relationship management (CRM) technology can help. CRM solutions automate and streamline all the time-consuming tasks of organizing customer data, analyzing customer behavior and sending personalized communications. With the right CRM tools, you can build stronger customer relationships with a lot less effort and expense.

Thryv offers crm solutions for small business as part of a do-it-all platform for business management tools. With Thryv, you can automatically consolidate customer data and deliver personalized communications that help your small business make a big impression.

Benefits of CRM tools

With the right software, you can significantly simplify your workload while reaping all the benefits of superior customer relationship management (CRM) software provides:

  • Deeper understanding of customers. By consolidating information from various systems in one database, customer relations management software delivers deeper insights into the people buying your products and services. CRM analytics reveals what customers want and need, who your best customers are, how to reach customers most effectively and which customers are ripe for upsell or cross-sell opportunities.
  • Higher customer satisfaction. Measuring satisfaction is one of the biggest priorities in customer relationship management (CRM) solutions aid this effort by analyzing the buying habits and interactions with customers over time. Reviewing interactions with highly satisfied customers can help you understand what you’re doing well. Identifying unsatisfied customers can help you improve in specific areas.
  • Stronger customer retention. Retaining existing customers is easier with superior customer relationship management (CRM) tools can personalize and automate the kind of communications that keep customers returning year after year. Appointment reminders, personalized offers, annual birthday greetings and post-purchase follow-ups are all helpful tools in keeping customers happy and improving retention.
  • Easier interactions. Because communication is key to customer relationship management, CRM solutions should integrate easily with all of the tools you use to interact with customers – including appointment scheduling software, invoicing tools and your marketing tools. By collecting and integrating data from sources throughout your business, CRM systems give you a 360° view of your relationship with each customer to enable more accurate and meaningful interactions.
  • Continuous improvement. With rich CRM data, you can accurately segment customers into groups and target each segment with more personalized messages and offers. Constantly testing your marketing efforts and monitoring results will help you continuously enhance your efforts.

Customer relationship management with Thryv

Thryv is a do-it-all business management platform that offers the tools small business owners need to communicate with customers, manage day-to-day workflows, and successfully grow the business. With everything from invoicing and document storage solutions to social media and booking software for small businesss, Thryv offers an integrated solution that puts comprehensive capabilities at your fingertips.

With Thryv, it’s easy to mine your data for deeper insights into customer relationship management (CRM) tools on the Thryv platform automate data collection, communications and analytics to simplify and enhance client experience management.

Consolidate customer data
Combine all your spreadsheets, lists and customer data from various systems into Thryv’s consolidated database for customer relationship management (CRM) tools in Thryv let you tag, filter, find and track your contacts with custom fields, so you can work with client records in ways that make the most sense for your business.

Automate communications
Automatically send one-off messages or set up trigger-based email and text campaigns that deliver the perfect message at the right time to every customer. Send automated birthday and anniversary greetings, follow-up after purchases and remind customers of appointments automatically. Send personalized offers and discounts on new products and services that align with each customer’s interests and purchase history.

Provide a seamless experience
With Thryv’s dedicated portal, you can give customers a secure place online to log in and access all their account details. Customers may also use the portal to schedule appointments, make payments, share documents, track packages of services they’ve purchased and perform other self-service tasks.

Enrich customer information
Thryv helps you get to know your customers more deeply by automatically searching for public information on the web and updating your customer records. By automatically adding details from social accounts and other sources, you can build a richer profile of each customer that will help you better meet their needs.

The advantages of a mobile CRM solution

Mobility can be a big plus for customer relationship management (CRM) tools from Thryv are delivered as part of a cloud-based platform that’s accessible via any mobile device, delivering big benefits for your team and your clients.

Easier access
With Thryv, you and your team can access customer information and CRM data at any time, from any location. Whether you’re visiting a client’s home or business, returning messages on the road or running customer reports from home, you’ll always have your CRM tools at your fingertips.

Instant connection to clients
When you and your team are on the go or constantly engaged in appointments, messages from customers can easily fall through the cracks. This type of missed communication in a service-based business can result in no-shows or missed opportunities that impact revenue and jeopardize customer relationship management (CRM) solutions from Thryv let you stay connected to customers throughout the day no matter where you are so you can easily get messages, return calls and follow-up on new inquiries.

Simpler mobile payments
With Thryv, your mobile payment processing capabilities are tightly integrated with your CRM. This makes it easier to text and email estimates and invoices to clients, view the number of services left on a client’s contract, or view what clients owe and update balances upon payment.

Why Thryv

Thryv provides a single platform that offers all the tools small businesses need to streamline, manage and grow their businesses. As an end-to-end platform with one login, Thryv lets users avoid the hassle of bouncing between different platforms all day long, repeatedly logging in to the same applications over and over. Thryv integrates easily with the productivity tools that small business users already know: QuickBooks, Yext, Facebook Messenger, Gmail, Zoom and others. Thryv also offers unlimited support available 24/7 that puts users in contact with Thryv support specialists who have both technical know-how and small business savvy. To ensure the safety of business information and customer data, Thryv deploys cutting-edge encryption and customizable account access controls.


Customer relationship management CRM FAQs

Your customer relationship management CRM questions, answered.

What is customer relationship management (CRM)?

Customer relationship management (CRM) is the task of collecting, analyzing and using information about customers to nurture relationships, increase satisfaction and enhance customer loyalty.

What is a CRM solution?

What is a CRM solution? Technology is essential for successful customer relationship management (CRM) solutions typically include a central database for customer information along with tools for tracking every interaction and purchase. With a 360° view of each customer’s history, preferences and personal details, businesses can better understand what customers want and need and fulfill their expectations more successfully. CRM technology also provides tools that automate communication to deliver personalized messages at the right time and on customers’ preferred channels.