Pros & Cons
- Central location for a large number of business and marketing needs
- Robust contact management
- Customer communication
- Social media integrations
- Built-in payment processing
- No true pipeline management
- The reports are basic and don’t offer customization
Plans & Pricing
Thryv is divided into three core pricing plans which are further categorized based on the number of users and usage limits as well as the features available. Before paying for a plan, you’ll be able to take it for a test run with the free trial. While pricing isn’t publicly available because plans are tailored to your needs, it starts at $199/mo per user.
The entry-level plan focuses on giving you the tools needed to take control of your digital presence and enhance sales efforts. It comes with the core CRM features, client portal, communications inbox, scheduling and booking, review management, payment processing, and more.
The Premium plan builds on what’s available in the Plus plan. You’re able to access auto-generated videos, websites, customized automated campaigns, and document storage.
The Unlimited plan further expands the features accessible to users. It provides unlimited messages and announcements, professionally made custom videos, unlimited document storage, and what’s known as social boosting.
Thryv is more expensive than many competing CRM tools but it focuses on a full customer experience instead of only providing a CRM. If you look at it as replacing multiple tools, then it’s inexpensive.
Thryv was founded in 2013 through Yellow Pages and is led by Joseph Walsh. It offers a host of digital products that cater to small and medium businesses. These include CRM solutions, marketing automation, scheduling, and many others. The CRM, which will be covered extensively, offers the tools businesses need to excel in the competitive online and offline landscape.
Features and Functionality
As expected of such a robust product, Thryv has many features that are usually found in separate applications. This is part of the reason it’s so attractive. Of course, the core CRM features are represented such as lead management, messaging, and pipeline management. It goes above and beyond with some advanced features as well.
Scheduling and booking
You’re able to integrate your existing calendar or use the one that comes with Thryv to set up a robust booking system. It supports custom events, automated reminder messages to ensure clients show up, and even manages rescheduling or cancellations.
There are multiple options for collecting payments with Thryv. Naturally, you can integrate your current payment processors like Stripe, PayPal, Braintree, etc. Additionally, there’s a built-in payments solution called ThryvPay which allows you to set up recurring payments, installment plans, and receive funds the next day.
Social media management
For most businesses, social media cannot be ignored. Thrive allows you to manage your social accounts on all the major platforms via a single dashboard. Integrate with just a few clicks so you can create content, schedule posts, and access a prewritten content library for maximum impact.
With Thryv, you’re able to set up and maintain a branded customer portal. Your clients can log in, make payments, send important documents, make bookings, communicate with your business, review their past purchase history, and more using the portal.
Ease of Use
Ease of use is extremely important – especially for small and medium businesses. Thryv has invested a lot of time and energy into making sure that the majority of its users will be able to hit the ground running. There’s a central view of all the important metrics in your business so you can quickly drill down into what matters most.
If you’re familiar with CRM systems then you should be right at home with this product. If, on the other hand, you’re new to CRM technology, it will be necessary to dedicate some time to learning how Thryv works. It’s fairly expansive so keep that in mind.
Contacts & Users
The contact management interface is fairly intuitive. There’s a list of all your clients/contacts. When you click on an individual person’s name, you can see more detailed information about them like recent purchases, other activity, the messages that have been exchanged back and forth, any notes appended to their records, etc. Of course, you can update any of the information related to the contact.
While you can manage your pipeline with Thrive, it doesn’t have a true pipeline builder like many of the other specialized CRMs. Instead, you’ll have to put together a system that works for your business to ensure you’re following up with prospects the right way and at the right time. This can be enhanced using the follow-up and communication tools available.
Reporting & Integrations
The reports offered by Thryv focus on sales and payment data, marketing campaigns, and website analytics. For the sales data, you’ll be able to access total payments, refunds, and disputes. There’s also information about exactly who paid, how much, and when.
For the marketing campaigns, you can see information such as how many messages were sent, how many were delivered, the opens, bounces, clicks, and engagement. These are displayed as both absolute numbers and percentages. The website analytics include total visits, breakdown of visits by page, engagement stats, traffic sources, and location of visitors.
It maintains an app market that provides integrations with a small collection of popular apps such as Gmail, Mailchimp, and QuickBooks. This is the opposite of most competitors which tend to offer large integration ecosystems.
Thryv offers multiple help and support channels which include 24/7 access to customer service reps. The agents are knowledgeable and can answer most questions or, at the very least, point you in the right direction. Additionally, it has a detailed knowledgebase for those that want to help themselves.
Phone SupportThis support option is available 24/7 with teams in the U.S. and Australia.
Live Online ChatLive chat is also available to all customers.
FAQThe company maintains multiple FAQs and a robust knowledgebase.
Founded in 2013, Thryv has evolved to become more than a simple CRM designed to close a few more deals. It’s an end-to-end customer experience system. With it, small and medium businesses gain a central location for the most important tools in their business. Payment processing, contact management, email marketing, appointment booking, and more are all inside of the application.
Even though it brings many things to the table, it does have a few weaknesses. The reporting features are basic at best, don’t allow customization of dashboards, and it has a higher initial starting point than most CRM. If you need a pure CRM, this may not be the best option but if you’re looking for a platform to unify marketing, sales, support, and many other functions then Thryv is a top choice.