Thryv Review: CRM & Automated Marketing on One Clean Platform

Matt Robinson Matt Robinson November 06, 2020
Thryv Review: CRM & Automated Marketing on One Clean Platform
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UI/UX
9
Support
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Trust
Our Rating 4.5/5
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Thryv Review: In-Depth

Thryv is a cloud-based software that focuses on customer relationship management or CRM. Through automation, clear workflows, intuitive dashboards, and more, clients can get a handle on their buyer interactions.

Thryv’s system also helps with lead generation and management, so company connections stay organized and efficient. By automating advertising and outreach efforts, as well as communication between buyers and businesses, this platform is a multi-faceted tool to have on hand.

Key Features

The Thryv platform thrives in several key CRM and sales areas. For instance, teams can better manage lead and prospects while keeping track of current customers’ appointments and billing schedules. Automated marketing efforts span email, social communications, and more.

  • Appointments & Scheduling
  • Automation
  • CRM
  • ROI Tracking
  • Sales Intelligence
  • Social Monitoring

 

Thryv Review: Background Information

Thryv Service History

Thryv began as a print and digital marketing company back in 2013. At that time, it operated under the name Dex Media, which was then changed to DexYP. Its original purpose was as a phone book publisher, both yellow and white pages. During this time, the company published over 1,700 directories, both in print and online, for business search results. The enterprise rebranded as Thryv in July 2019 with an expanded mission to assist clients with CRM, advertising, and mobile tools. As of 2020, there are thousands of employees and tens of thousands of customers.

  • Headquartered in Dallas, Texas
  • Private communications company
  • The CEO is Joe Walsh
  • There are over 3,000 employees

 

Service Features & Technical Details

Below is where teams can review a few of the standout solutions that make Thryv a competitor in the communications and digital CRM space.

Customer Relationship Management

Thryv Customer Relationship Management

To make client interactions more enjoyable, efficient, and meaningful, Thryv supplies teams with all they need to automate tasks and make outreach easier. Calendars and schedule reminders operate across the workflows while secure data and file storage keep things organized.

  • Appointment Reminders
  • Audience Segmentation
  • Automation
  • Calendars
  • Document Storage
  • Email Outreach
  • Live Chat Integration
  • Mobile Compatibility
  • Quotes
  • Social Network Monitoring

 

Appointment Scheduling

Thryv Scheduling & Appointments

Part of the customer experience is the initial event or consultation booking. The platform helps businesses make a great first impression through seamless reminders and website scheduling tools, as well as options for recurring or group bookings.

  • Appointment Automation
  • Calendar Syncing
  • Customer Database
  • Group Scheduling
  • Mobile Compatibility
  • Multi-Location Support
  • Online Payments & Bookings
  • Recurring Events
  • Schedule Reminders

 

Billing & Invoicing

Billing isn’t something that lots of people like to think about, but Thryv can make it more convenient for businesses and customers. The software supports payments online and on mobile devices and allows for greater personalization.

  • Billing & Processing
  • Contact Lists
  • Customer Payment Portal
  • Mobile & Online Payments
  • Online Invoicing
  • Personalization
  • Tax Calculators

 

Contact Management

To better manage and organize new leads and contacts, the platform offers plenty of collaborative and administrative tools. Companies can create their unique categories and groups, import information from other software, and use insights to review and develop their sales funnels and campaigns.

  • Audience Segmentation
  • Customer Database
  • Importing & Exporting
  • Interaction Tracking
  • Lead Administration
  • Sales Pipelines
  • Search & Filter Functions

 

Lead Management

The organizational features here allow teams to accurately categorize contacts and leads while working on areas of growth. They can keep a record of where prospects are coming from and where exactly publicizing efforts are going across all channels.

  • Campaign Administration
  • Contact Nurturing & Segmentation
  • Interaction Tracking
  • Lead Capture & Distribution
  • Source Management

 

Marketing Automation

Thryv Marketing Automation

No CRM software would be complete without automation. Thryv does not disappoint and offers automated tasks for reaching out to consumers at all levels. This includes tracking insights and website visits, campaign performance, newsletters, and social network outreach.

  • Analytics
  • Audience Segmentation
  • Custom Calls-to-Action
  • Drip Campaigns
  • Dynamic Content
  • Landing Pages
  • ROI Tracking
  • Searching & Monitoring
  • Social Outreach
  • WebForms

 

Reputation Management

Thryv Reputation Management

Another crucial component of CRM is maintaining a positive and consistent brand image. Some tools that can help with that include auto-responses for WebForms and other materials, as well as real-time metrics and insights. Clients can track all of this information across their different campaign channels, including social networks.

  • Automated Responses
  • Campaign Administration
  • Review Monitoring & Generation
  • Sentiment Analysis
  • Social Media Metrics

 

Review Management

Employees can get a handle on reviews and responses, as well as negative feedback, with an in-depth dashboard. There, they will have all the tools they need to formulate replies, resolve customer issues, and process notifications as they come in.

  • Campaign Administration
  • Negative Feedback Remediation
  • Notifications & Responses
  • Review Requests & Monitoring
  • User Dashboards

 

SMS Marketing

Not every platform offers SMS outreach, but this software does. With this functionality, businesses can modernize the way they reach out and respond to consumers. There’s no doubt that this improves brand image and helps to establish more trust and efficiency among buyer interactions.

  • Contact Management
  • Keyword Analytics
  • Mass Texting
  • Mobile Coupons
  • Personalization
  • Reporting
  • Scheduled Responses
  • Shortcodes
  • Two-Way Messaging

 

Social Media Management

Along with SMS outreach, clients can also stay ahead of their online presence, particularly on networks like Facebook. The dashboard allows them to automatically publish posts and updates, and there are tools for generating responses to consumer inquiries. Deep analytics assist them in perfecting their approach.

  • Auto-Publishing
  • Brand Tracking
  • Content Management
  • Customer Engagement
  • Post Scheduling
  • Reporting
  • Social Network Monitoring

 

Features in Detail

Here is a closer look at the functionalities and options that make Thryv a stand-out. Delve into what makes this software a worthy competitor and how it can assist brands in just about any industry. Keep in mind that some of these features may not be available at full capacity on the smaller plans.

Upgraded Contact Lists

Thryv puts customers front and center and teaches them how to do the same for their clients. One of the ways it does this is through advanced CRM features. For example, teams can use the system to specifically market to their target audiences as well as send adequate and relevant follow-ups. There are also plenty of lead management tools for nurturing prospects and building up a relationship.

Knowledge is power, so the software aims to bring as much information to clients as possible. This includes details about where leads came from, categorical tags and filters for greater organization, and databases for contacts and buyers.

  • Appointment scheduling
  • Contact databases
  • On-the-spot response reminders
  • Prospect opportunities
  • Tags & filters
  • Various communication channels (email, SMS, socials, etc.)

 

Multi-Channel Communication & Support

Today, consumers want to know that they can reach brands from anywhere, any time of the day or night. While an increasing number of systems are starting to adopt this approach, Thryv is already there. With it, teams can use multiple communication channels to reach out:

  • Email
  • Phone calls
  • Social networks
  • Text
  • WebForms

 

Best of all, employees can manage all of this content from a single inbox, so they never miss a beat. Intuitive and personalized dashboards add an element of efficiency and keep things organized and streamlined.

Custom Invoices & Payments

While still allowing businesses to take payments through credit cards, Thryv also opens the door to more invoicing opportunities. Employees can create custom receipts, both in print and electronic. Not only does this make things easier for customers, but it can speed up the payment process, too. Here are some of the digital options that integrate with the system:

  • PayPal
  • Square
  • Stripe

 

The process is secure and encrypted, and the usage rates are reasonable. They start at $0.30 per transaction. Other perks for clients include interactive quotes, billing reminders, automatic overdue notices, and credit card scanning via phone.

Calendars, Bookings, & Payments

Some companies are notorious for having a difficult booking system. Thryv serves as a bridge between businesses and the clients they work with. The software provides access to loads of management tools and supports calendar syncing. Plus, teams can create multiple accounts for a smoother collaborative effort. This means that members can see all of the most crucial information in one convenient place:

  • Calendars
  • Custom events
  • Mobile accessibility (sign-up, payment)
  • Number of attendees
  • Ongoing projects
  • Online bookings
  • Payment info
  • Public & private tabs
  • Registration forms

 

Automated CTAs & More

Thryv takes automation to the next level by placing more attention on how brands reach out to existing buyers and prospects. It’s all about setting the tone and putting valuable information and correspondence in front of the consumer. After all, lots of businesses know that they should keep in touch with clients, but they aren’t sure how. This is where the software comes in. By using automation and advanced contact management features, individuals can schedule and automate responses, calls-to-action, and more.

  • Birthday wishes
  • Calls-to-action
  • Follow-ups
  • One-offs
  • Promotions
  • Scheduled announcements
  • Time-based events

 

Online Branding & Recognition

These days, digital presence can be the breaking point for a business, or it can help them thrive in their industry. Ironically, Thryv’s software offers a huge boost to clients in this way. From landing pages and customer portals to feedback management and follow-ups, the system covers all the bases of running an online company. Whether teams want to sell more products, reach more people, or completely rebrand, this platform has the necessary means to make that happen.

  • Automated marketing
  • Custom-made websites and landing pages
  • Dozens of app integrations
  • Multi-location syncing
  • Online client log-in area
  • SEO optimization
  • Target research and reporting

 

Response Acknowledgement

Audience perception is worth looking into. Fortunately, this software makes it quite simple for brands to see where they’re rivaling competitors and where they’re falling off course. Part of this process involves looking at how businesses target customers, how effective their efforts are, and reading and responding to feedback appropriately.

Teams can take advantage of instant notifications, so they know when and where customers are posting their reviews. They can also put their performance against rivals in the industry and capture real-time analytics and reports. Templates and an organized library of replies make it simple to follow-up with consumers from anywhere.

  • Acknowledgment service
  • Competitor analyses and rankings
  • First-party reviews
  • New feedback notifications
  • Organized collection of responses
  • Pre-built templates
  • Real-time updates

 

File Storage & Sharing

Most companies rely on teamwork and collaboration to get things done, whether it’s a new online campaign, writing calls-to-action, or processing invoices and payments. With this system, employees can work together in a seamless environment tailored to small businesses and CRM. Some of the perks include sharing content across dashboards, multi-channel communication, securing sensitive data and files, and more. This way, every document has a home.

  • Collaborative workflows
  • Document sharing
  • Filtering/sorting options
  • Grid layout
  • Multi-channel support
  • Private tags and user permissions
  • Secure encryption
  • Track changes

 

Social Media Engagement

As social networks aren’t going away, there’s never been a better time to flesh out business profiles and alternative means of communication. The platform invites clients to step up their online presence and connect with more prospects and leads via websites like Facebook and Twitter. Analytical readings help them see when their target audience is most likely to be online, as well as what kind of content they favor. This contributes to them making more money in the long-run.

  • All-in-one dashboard
  • Comments & replies
  • Customization
  • Data and metrics
  • Pre-written posts

 

Thryv Plans & Pricing

As of 2020, the service does not have transparent pricing on its website. Instead, it asks potential clients to request a demo account. From there, they can choose from three packages: Starter, Essential, and Plus.

#1 Starter: The Right Tools to Make Growth Happen

This is a Thryv subscription tailored to small businesses or start-ups that are pretty new to the game. They want to explore the possibilities and work; they just need the right tools to make growth happen. The plan strikes the perfect balance of running a team while meeting customers where they’re at.

PROS:

  • Business listings
  • Growth and engagement
  • Invoices & payment processes
  • Operations management
  • Synced calendar

CONS:

  • Best suited to small and medium enterprises
  • Comes with a $49 set-up fee

 

#2 Essential: Take Engagement & Service to the Next Level

The Essential package is designed for companies that are already established but need extra assistance getting to the next level. For $40 more per month, they can read deeper insights and access more automations and integrations. They’ll also get access to double the email campaigns per month and the addition of another staff account.

PROS:

  • Allows two staff accounts
  • More invoicing tools
  • Reputation management
  • Secure document storage
  • Up to 1,000 campaigns per month

CONS:

  • Doesn’t come with social management
  • Not very different from the Starter pack

 

#3 Plus: A Suite Full of Features

Enterprises that need some extra help with maintaining their online profile should turn to the Plus package. It opens up the full suite of goodies to clients, such as quotes/proposals, electronic content library, and in-depth lead reviews and contacts nurturing. It’s also the only plan that comes with social media management.

PROS:

  • Access to the full content library
  • Extra help with maintaining an online profile
  • Social media management included
  • The full suite of Thryv features
  • Up to 5,000 campaigns per month

CONS:

  • $99 set-up fee
  • Limited to 5 user accounts

 

Pricing & Key Features Comparison Chart

Here, teams can review a side-by-side look at the three packages, the 2020 pricing, and where they differ. There is plenty of overlap, especially when it comes to billing, campaigns, and calendaring options. That said, the Plus plan is the only one that adequately takes care of companies’ social presence.

Starter Essential Plus
Price $59/mo $99/mo $199/mo
Number of Accounts $1 $2.00 5
Appointment Booking Yes Yes Yes
Campaigns Per Month 500 1,000 5,000
Content Library No No Yes
Document Storage Yes Yes Yes
Invoices 100/mo 200/mo Unlimited
Marketing Automation Yes Yes Yes
Online Business Listings Yes Yes Yes
Social Media Mgmt No No Yes

Terms & Conditions

Thryv Terms & Conditions

Thryv’s terms of service were last reviewed in July 2019. Individuals should be aware that by allowing the company to send SMS alerts to customers, they are acknowledging and agreeing to pay for any impending data fees. Thryv does not monitor client activity or transmitted information, but it may do so when it deems it necessary. Uses are responsible for everything they post and share to the Internet through the platform. The website and its features are offered “as is” and are not protected by a warranty.

Privacy Policy

The privacy policy was last updated in January 2020. Thryv collects, stores, and shares users’ sign-up information and any gathered details from its third-party apps and websites. It uses this info to improve services, communicate with clients, and to enact targeting advertising efforts. Individuals may request a change to the personally identifiable information that they provide via the website’s sign-up forms. To do this, they must log in to https://www.dexknows.com/user/login and review the changes there.

The privacy policy was last updated in January 2020. Thryv collects, stores, and shares users’ sign-up information and any gathered details from its third-party apps and websites. It uses this info to improve services, communicate with clients, and to enact targeting advertising efforts. Individuals may request a change to the personally identifiable information that they provide via the website’s sign-up forms. To do this, they must log in to https://www.dexknows.com/user/login and review the changes there.

Refund Policy

Individuals may request a refund for purchased services as long as they do it within 30 days. If they wish to receive a refund for an add-on or upgrade service, the request must be sent within three days of purchase.

Customer Support

Thryv Customer Support

Below are several ways in which teams can get extra assistance for things like cancellations, billing questions, or technical difficulties.

Telephone

Prospective buyers can call the sales staff at 888-733-9482 to receive further information about pricing and features. Existing customers can reach the client care team at 844-339-6334. The office is open during regular business hours, CDT.

Email

There is no office-associated email address on the Thryv website. However, visitors can click on the “Contact Us” link at the bottom of the website’s homepage to get redirected to an online request form. There, they can type in their message along with their business name, phone number, and email address. They just also select from the drop-down menu which department the inquiry should be directed to. The choices are customer service, sales, and corporate office.

Online Chat

Upon landing on Thryv’s homepage, visitors will see a chat box in the bottom-right corner. The prompt will ask them if they want to speak to a Thryv Business Advisor. From there, they will be asked several yes or no questions. Then, they can type their questions or concerns into the text box and get an auto-generated response from the chatbot.

Support Center

At the bottom of the homepage, there is a “Knowledge Base” link. Clicking this takes individuals to the website’s support center. A search bar allows them to type in a specific topic. There are written and video resources to explore, covering a wide range of topics. Examples include Thryv account overview, integrations, and analytics. There is also a company blog and a “free guides” section. This is where visitors can find videos and downloadable tutorials to build successful campaigns, competing online, and more.

Quality of Service

Thryv has an A+ rating with the Better Business Bureau and an average rating of 3.5 out of 5 stars. On TrustPilot, it has only one review, which ranked it 3 out of 5 stars. Other tech and service reviews seem to agree that the platform offers quite a wide variety of CRM and sales features that appeal to small and mid-sized companies. On the other hand, the pricing isn’t competitive, considering what’s included in each plan.

Customer Types

Thryv’s system is going to work best for start-ups or small-to-medium businesses that want to ramp up their customer service and marketing abilities. That said, here’s a closer look at why certain customer types should try Thryv.

Small Businesses

The software’s primary target user works in or for a small enterprise. That isn’t to say that this is the only type of client who can use Thryv’s service, but smaller companies will find the most benefits. There are more features for them to take advantage of, especially if they have fewer than 100,000 contacts.

Mid-Sized Companies

A medium-sized business could also take advantage of the platform’s many tools and services. They would have to have a smallish customer base, though. That’s because even the largest Plus plan is limited to 5,000 campaigns a month.

Large Enterprises

A bigger corporation wouldn’t find this system to be the best use of money since the services are more limited in scope, at least in regards to the number of users. That said, perhaps a certain department in a large enterprise could put this platform to good use.

Freelancers

This could be a hit or miss with freelancers and contractors. The pricing isn’t outlandish, but it’s not the cheapest choice available. However, if an individual is struggling to get off the ground a

Thryv Pros & Cons

There’s no denying that this platform streamlines the process of getting to know customers and learning more about a brand’s target audience. The software specializes in CRM, and it’s apparent from the onboarding process, which is quite thorough. On the downside, lots of reviews complain about the support staff being unhelpful or unresponsive.

  • Beginners will get lots of CRM help
  • Clients can learn a lot about their buyers with Thryv's toolkit
  • It's very convenient to have one log-in for all accounts and tasks
  • Larger businesses may find little value for the money
  • The onboarding process is thorough
  • Clients must have the Plus package to get adequate social media assistance
  • There are lots of customer service complaints

Thryv Alternatives

Below are a few competitors that may be worth looking into, particularly for larger enterprises or freelancers. Take a look and then compare and contrast the services in the accompanying table.

Contactually: A Larger CRM Focus

Contactually Alternatives

Both Thryv and Contactually specialize in customer relationship management. That said, the latter seems to provide more in the way of contact organization and lead generation. It has the added benefit of integrating with Zapier and using machine learning to figure out the best times to send emails.

Bitrix24: More Bang for Your Buck

Bitrix24 Alternatives

People can use Bitrix24 for free, but the most basic Start+ plan costs $19 per month. It caters to two users and offers 10 gigabytes of online storage. Other perks include kanban boards, Gantt charts, a full CRM suite, collaborative workflows, and landing pages. However, it lacks ad materials and sales intelligence.

Pipedrive: Organization & Better Contact Nurturing

Pipedrive Alternatives

Pipedrive is a great choice for those who want to streamline their sales funnel and reach out to more consumers. The dashboard keeps everything neat and tidy while allowing for a basic amount of customization. What it lacks at the standard level is collaborative tools, so it might not be good for larger teams.

ActiveCampaign: A Proactive Approach to Marketing

ActiveCampaign

The basic plan is super affordable, but it lacks a lot of the CRM tools that companies would want. On the plus side, it supports up to three users and auto-imports content from third-party apps. This makes creating landing pages, WebForms, and email campaigns much easier.

Pardot: A Marketing Toolkit, For a Price

Pardot Alternatives

An offshoot of Salesforce, Pardot is a full suite of B2B marketing automation features. Some of the perks at the basic level include social profiling, collaboration, automated email campaigns, and more. It offers SEO keyword monitoring and ROI reporting so brands can zero in on what their audiences want.

SharpSpring: Dedicated Support

SharpSpring Alternatives

This service offers month-to-month plans with the lowest being suited to brands with 1,500 connections. It supplies all of the management and lead generation software to get the ball rolling. Teams also receive assistance from a dedicated account manager, a campaign tracker, blog builder, and sales automation toolkit.

Thryv & Alternatives Comparison Chart

Check out this side-by-side review of each brand’s basic packages. Keep in mind that just because a feature isn’t available here, it might be offered on a higher-tiered plan.

Thryv Service Contactually Service Bitrix24 Service Pipedrive Service Active Campaign Pardot Service Sharp Spring
Price $59
/mo
$69
/mo
$19
/mo
$12.50
/mo
$9
/mo
$1,250
/mo
$550
/mo
Number of
Users
1 1 1 1 3 5 Unlimited
Automated
Campaigns
No Yes Yes Yes Yes Yes Yes
Contact
Management
Yes Yes Yes Yes Yes Yes Yes
Content
Library
Yes Yes Yes No Yes Yes Yes
Free Trial Yes Yes Yes Yes Yes Yes Yes
Integrations Yes Yes Yes Yes Yes Yes Yes
Invoicing Yes No Yes No Yes Yes Yes
Machine Learning No Yes No No No No No
Mobile Access Yes Yes No Yes No No Yes

Frequently Asked Questions

What is Thryv Software?

It’s an all-in-one platform for catering to customers, generating leads, and managing connections. Its emphasis is on CRM and placing the business front and center before the client. It works with over 350,000 small companies to help them get organized, process invoices, and automate responses to reviews and inquiries. Other benefits include ROI tracking and analytics, integrations, and mobile compatibility.

Who Owns DexYP?

Dex Media acquired YP Holdings to become DexYP. So, in short, DexYP is a combined company of those two entities. It later rebranded to become Thryv. YP Holdings’ products include in print and online telephone directories, YP.com, and the YP (Yellow Pages) app. When combined with Dex Media, the offerings expanded to marketing solutions, local search and ad displays, and direct outreach.

What Does DexYP Do?

Years ago, DexYP was regarded as one of the world’s most successful digital communications companies by PaidContent50.

  • The business’ primary responsibilities included publishing on yp.com and in YP The Real Yellow Pages.
  • It also worked to place its customers toward the front of major Web searches, such as Google and Yahoo!
  • When it rebranded and became Thryv, it started putting more emphasis on automated marketing, email campaigns, and more CRM and sales features.

 

Is Dex Media the Yellow Pages?

Yes and no. Dex Media acquired YP Holdings years ago, which is responsible for the Yellow Pages, a few years ago. So, Dex Media took on YP’s mission while adding digital marketing assistance to the mix. While Yellow Pages offers these features, most of them are due to the acquisition by Dex Media. The perks include print directories, Web design, listing management, local search ads, and SEO.

Is Thryv a Public Company?

No. Thryv is a private communications company headquartered in Dallas, Texas. As a privately-held entity, it is owned by shareholders rather than governmental agencies. It could also be considered a for-profit business because its shares are not traded on the stock market. Just because it’s not a public company, that doesn’t pose a threat to customers.

How Do I Cancel Thryv?

Clients can go to the MyDex login link at the bottom of Thryv’s website. From there, they can look for their subscription or account details and cancel them in the portal. Alternatively, they can contact the support staff by submitting a request ticket or by calling the client care team at 844-339-6334.

Let Your Business Thrive With a CRM Software

For those who are looking to give their businesses a boost, then this software is worth a look. While there are lots of competitors out there, this service has a wide range of CRM tools that make it a force to be reckoned with. Things like calendar syncing, auto-responses, and online listings put brands front and center. If you’ve given the platform a try, be sure to tell us about it in the comments.

Published: November 06, 2020 | Updated: November 06, 2020
Matt Robinson

Matt Robinson

Matt is an experienced technical writer and translator skilled in writing targeted texts for a variety of audiences. He has a diversified background, including social media management of various products. He is a data-driven strategist and a passionate story-teller. He posts about all social innovations and delivers high-quality research and content to our readers.

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