How can I use Clients (CRM)
to help my business?

take your Client's List to the next level 
with custom fields, client status, and Notes. 

Our Client's features make managing and keeping track of all of your client information a breeze.
OBJECTIVES
  1.  Import Your Contacts
  2. Customize Client Card Fields
  3. Change Client Status
PRO-TIP
Create and tag clients to send highly targeted, relevant announcements and automated campaigns to your customers. 
"We’ve composed these activities to help you practice 
and get the most out of your Thryv. 
We believe practice makes perfect, and struggle is where the learning happens. 
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ACTION ITEMS Estimated time for completion: 18 minutes
  1. Import Your Contacts
  2. Add Tags
  3. Add Private Notes
4. Customize Client Card Fields
5. Change Client Status From 
    Customer to VIP
1. Import Your Contacts

Import your customers into your account from your Google contacts or from an existing CSV file. And no worries you only have to do it once. Any customer that fills out a form or schedules an appointment through your client portal or website widgets will automatically be added to your list of clients.
HERE'S HOW
Estimated time for completion: 5 minutes
2. Add Tags

Using tags in your Thryv account allows you to label, organize, group and filter information related to your business interaction with your clients. Tags provide the ability to sort your data with a personalized common word/short phrase/theme, allowing you to quickly find what’s most important to you for your specific needs and actions.
LEARN MORE
Estimated time for completion: 2 minutes
3. Add Private Notes

Add private notes within each Client Card for a quick recap about your client, what you talked about or the customer’s next steps. Each note indicates the date it was added and the staff member who added it.
HOW TO VIDEO
Estimated time for completion: 5 minutes
4. Customize Client Card Fields

You can customize your Client Card to include specific fields and information that you would like to collect from your clients. You can complete them yourself or ask your clients to fill them up during scheduling or other contact requests.
STEP BY STEP INSTRUCTIONS
Estimated time for completion: 5 minutes
5. Change Client Status From Customer to VIP

Keep track of your most loyal customers with the client status of VIP! Promote customers from the client status of Customer to VIP and show your loyal customers just how much you appreciate their business. This allows you to easily filter by client status and find your loyal customers within your client list. This status can also be used to send a special VIP message with our VIP Automated Campaigns.
HERE'S HOW
Estimated time for completion: 1 minutes
Need Help?
We’re here for you. 
You can access how-to videos, guides and live chat 24/7 all from within the app - or feel free to give us a call anytime at 844.99.THRYV.
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