Customer Relationship Management
How does Thryv Business Center™ capture customer information directly from my clients?
When a customer fills out a form, claims a coupon, or schedules an appointment through your website or Client Portal, their information is automatically captured and entered into Thryv. The submitted details will either create a new client record in your CRM or update an existing one. You can customize which fields clients are required to fill out to collect the information most relevant to your business.
If I already have a database of customers, can I import them into my Thryv Business Center CRM?
Yes, you can import your client list via an Excel spreadsheet, Google Contacts, or manually. You can also upload your contacts from your phone using the Thryv Business Center mobile app. When importing using a spreadsheet, all fields must match the fields on your client card to successfully import into Thryv Business Center. You can also sync your contacts with a Google Sheet.
How many contacts/pets/patients/accounts can be associated with the main contact in a client CRM?
You can add unlimited contacts to the client CRM and also create unlimited associations to the main contact.
How can I change the “client” terminology of my CRM? (i.e., It currently says clients, but I would like it to say pets)
You can update the client terminology in the Advanced section at the bottom of the Business Info page. Navigate to Settings > Business Info and scroll down to the Advanced section. From here, choose one of 10 available options that best fits your business, or select Keep Default Terminology to continue using "Clients."
Why are there two types of fields that can be created in the client add/edit fields? What is the difference between both fields?
The CRM is designed to help you make the most of your client information. The separate fields allow you to distinguish between main contacts and associated contacts. Contact Fields are used for the main contact, while Client Fields store detailed information specific to the associated contact, pet, project, account, or job.
If a contact field is deleted, will the information be deleted from all existing customers within my CRM?
No. Contact fields can be deleted, and the information will remain in the contact field until the text is manually deleted.
In the CRM are there standard fields that cannot be deleted?
Once created, required fields such as the first name and email contact fields and the “job” name field cannot be deleted.
How can I communicate directly with a client/patient/account/job associated with the main contact?
Currently, all communications are directed to the contact information of the main contact. While custom fields can be created for associated clients, patients, accounts, or jobs, the email address, phone number, and address of the primary contact will remain the sole recipient of all communications.
How can my customers schedule an appointment or make a payment for a specific job or pet?
Through the Client Portal when a customer signs in they are presented with the option to choose which job or pet they would like to work with. While inside the Client Portal they can toggle between jobs or pets if needed.
Can an appointment be scheduled for 2 separate jobs simultaneously for the same contact?
Appointments can be scheduled for more than one job under a contact at the same time but must be entered as two separate appointments. Customers may be able to schedule duplicate appointments pending the calendar settings. See calendar settings for more info.
How do I find a job/client/pet/account/project inside my CRM?
The CRM is organized in alphabetical order by the main contact. It is defaulted to sort by first name but can be changed to sort by last name, created date, or recently active. All jobs etc are shown in the CRM bolded above the main contact. You can also search for a job or contact using the search box in the top right corner.
How can I see all invoices for every job for one contact in one place?
From the Sales, Billing & Invoices tab you can search for a specific contact and filter the invoices to see all open, paid and overdue invoices. This will allow you to see all invoices for a specific contact in one place.
Can I add tags to the main contact within my CRM?
Tags can only be added to your jobs/pets/projects/accounts so they are better managed and organized. Tags allow you to easily filter through jobs, group information and automate campaigns when necessary.
How can I assign a primary staff to a contact?
When a contact is created, the staff member who creates it will automatically be assigned as the primary staff. The primary staff assignment can be changed at any time from within the CRM. When a new client schedules an appointment online, the staff member selected during scheduling will be assigned as the primary staff. All new activity is automatically routed to the primary staff. If a contact is injected as a lead, the primary staff will default to the primary admin.
Can I assign multiple staff members to a "Job"?
You can add multiple staff members to a job directly from the left panel in the client CRM, or by scheduling appointments or creating tasks for additional staff within the job. A new staff member can also be selected by the client when scheduling through the Client Portal, adding them to the job as collaborating staff. Activities can be reassigned by the primary staff member to additional staff, adding them as collaborators. This allows multiple staff members to be associated with a single job.
How can staff communicate with each other regarding a job within the CRM?
Staff members cannot send messages back and forth to each other within the CRM. However, the notes tab allows for internal-only information, task, due dates and more to be posted for collaborating staff to view.
Can I limit the information a staff member sees for a specific customer?
Roles and permissions settings allow you to adjust staff views and permissions to limit what information they are allowed to see. Click here for more information on Roles and Permissions
Comments
0 comments