Thryv Review
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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 has three core pricing plans which are all priced monthly per location. All three plans offer the same vast feature selection as the Plus plan, however with a more advanced plan, additional features are offered as well as larger amounts of usage.
Plus
Priced at $228 per month per location, it is designed to provide comprehensive tools for managing and growing your business. This plan includes a CRM to keep track of customer interactions, a calendar and appointment system to streamline scheduling, and a secure client portal to enhance communication and transparency.
It includes essential business tools like estimates and invoices, integrated payment processing, and management of local online listings. With social media management capabilities, you can easily oversee your online presence. The plan also has 20 GB of file storage, and you can reach your audience with up to 5,000 email and SMS marketing messages per month.
Professional
Priced at $382 per month per location, this plan includes all the essentials like a CRM, calendar, appointment scheduling, a secure client portal, estimates, invoices, and payment processing. It also helps manage your local online listings and social media presence, now enhanced with an AI-powered social caption generator.
The Professional Plan offers 50 GB of file storage and includes a professional website with up to 15 pages, giving your business a strong online presence. You can engage with your customers more effectively with up to 10,000 email and SMS marketing messages per month.
Unlimited
For $533 per month per location, this is a great solution for businesses seeking comprehensive management tools with no limits. This plan includes all the features of the Professional Plan, such as CRM, calendar and appointment management, a secure client portal, estimates and invoices, payment processing, and local online listings management.
In addition to these, the Unlimited Plan offers Thryv-generated social content to keep your social media channels active and engaging. You also benefit from unlimited file storage, ensuring you have ample space for all your business needs. The plan includes a professional website with up to 15 pages and offers unlimited email and SMS marketing messages, allowing you to reach and engage with your customers as often as needed. This plan is ideal for businesses looking for an all-inclusive, scalable solution to drive growth and efficiency without any restrictions.
Overview
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 & 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.
Payment Processing
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.
Customer Portal
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.
Customer support
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.
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Phone Support
This support option is available 24/7 with teams in the U.S. and Australia. -
Live Online Chat
Live chat is also available to all customers. -
Email
This type of support is accessible to customers. -
FAQ
The company maintains multiple FAQs and a robust knowledgebase.
Final Word
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.
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