Customer Relationship Management
What is a CRM?
Our CRM (Customer Relationship Management) feature within Thryv helps build and maintain customer contacts, connect with them regularly using text and email marketing, and accept and manage online appointments.
How does Thryv capture customer information for my clients?
When a customer fills out a form, claims a coupon, or schedules an appointment, all of these details are captured and entered automatically, creating a new client in your CRM.
If I already have a database of customers, can I import them into my Thryv 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 with the Thryv mobile app.
How many clients can I add to my Thryv database?
Can I tag my customers within a specific group once they've been entered as a contact, and can the same customer be in different groups/tags?
Yes. This can be done after the contacts have been added or while you are importing them into Thryv. You can customize your clients by grouping or tagging them - and they can be tagged multiple times.