Thryv vs 360 View
Last Updated:Our analysts compared Thryv vs 360 View based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
Thryv, pronounced “thrive,” is an all-in-one suite solution designed to help small businesses streamline operations and achieve growth. Improve efficiency and increase personalization through a centralized hub that hosts projects, communication, tasks, team collaboration and complete customer profiles. Creating a client portal simplifies payment and communication and allows customers to schedule appointments at their convenience.
Users can also access up to 100 eSignatures, a website builder and HIPAA-compliant features for an additional cost.
Pros
|
Cons
|
Product Assistance
Product Insights
- Consolidate Customer Data: Eliminate paper records and scattered information with a 360-degree view of activity and communication. Centralize contact information and automatically import client data to build complete customer profiles. Create customized client views based on personalized, meaningful metrics.
- Simplify Communication: Manage client interactions and activity via the client portal. Ensure team members are on the same page by adding collaborators with tasks, notes and reminders for follow-ups.
- Improve Organization: Save time searching for client information, past interactions and payments with filters, tags and search capabilities.
- Improve Client Satisfaction: Provide a more organized and professional customer experience via the client portal. Enable clients to easily book appointments, make payments and chat with team members.
- Boost Engagement: Access and save customer history, enabling team members to send personalized messages. Use AI to generate social media posts designed for multiple platforms. Create landing pages for paid campaigns using customizable templates.
- Cross-Selling: Users can send clear and constructive marketing messages with the ability to automatically track customer interests. They can make use of frontline interactions with effective cross-selling by using data-driven automation services. This helps identify what products or services are best to offer customers.
- Easy Lead Creation: 360 View helps streamline the lead management process, get efficient outcomes and grow the business by enabling users to mine customer data and create a list of leads based on that information.
- WealthEngine: This feature provides access to customer data such as demographic, wealth data, customer segmentation, prospect bifurcation and more. Leveraging it lets users focus on marketing and sales efforts with potential leads, as well as create strategic programs for customer retention.
- Goals and Incentives: Sales and marketing professionals can be tracked and rewarded for their performance. This makes it easy to attract, retain and empower motivated employees.
- Enhanced Team Performance: Teams are able to function in a more organized, productive manner by recording daily results, viewing payouts and customizing work schedules on employee scorecards.
- Centralized Database: Consolidate customer information in a single location. Import data from multiple sources to build customer profiles complete with notes and past activity.
- Client Portal: Improve accessibility and streamline the customer experience with a self-service portal. Empower clients with the following features:
- Communication: Use the chat feature to respond to inquiries faster and maintain a clear history of all interactions with each client.
- Appointment Scheduling: Simplify scheduling for both reps and clients with 24/7 appointment booking via the website or portal. Enable clients to find available time slots and book appointments that sync with the business’s calendar.
- Payments: Accept secure online payments via the portal using integrations with payment processors. Create and send professional invoices electronically.
- Task Management: Organize workloads and delegate tasks to team members. Set deadlines, track progress and receive notifications when tasks are completed. Prioritize tasks, create custom workflows and set reminders for important tasks to improve efficiency.
- Search Capabilities: Locate any client information or past interaction with a powerful search function. Find specific details quickly using tags and filters.
- Personalized Messaging: Segment your customer base and send personalized messages based on past activity or special occasions to deliver more relevant content and offers and bolster engagement.
- Document Management: Store, share and manage important client documents securely. Upload contracts, invoices and proposals, access the most current version of each file and track changes.
- Reminders and Alerts: Set custom reminders and receive alerts to keep appointments and tasks on track. Notify clients about upcoming appointments, payment due dates or special promotions.
- 360-Degree View: The system lets users see customer details and activities on mobile. This allows them to use various CRM functions for analyzing relationships, products, services and profitability, as well as for meeting sales goals.
- Customer Tracking: The platform helps users follow and cater to customer needs, ultimately stimulating. They can do this by tracking new touchpoints that mark the customer journey.
- Custom Dashboard and Workflow: Users can leverage personalized settings, making the system’s functionality easy for every team. A set workflow saves time and helps teams work more effectively. Dashboards can be customized to fit the needs of companies outside the finance sectors.
- Pipeline Tracking: The system allows users to create and track pipeline deals to convert hot leads immediately. Users can also add referrals based on organizational standards.
- Loan Dues: Financial services such as managing and resolving requests and tracking loans due can be taken care of from one dashboard.
- Robust Reporting: The solution’s reporting feature facilitates accountability and helps drive results. Team members can create, manage and send reports.
Product Ranking
#73
among all
CRM Software
#205
among all
CRM Software
User Sentiment Summary
907 reviews
Thryv has a 'great' User Satisfaction Rating of 88% when considering 907 user reviews from 4 recognized software review sites.
Synopsis of User Ratings and Reviews
Thryv is a cloud-based platform designed to streamline operations for small businesses using centralized data management, customized workflows and a client portal.It offers features like a unified database, task management and personalized messaging to consolidate customer data, simplify communication, improve organization and boost client engagement. A key benefit is the 360-degree view of customer activity and communication, eliminating scattered information and paper records.User reviews highlight the ease of managing and building an online presence, centralized access to client interactions and prompt customer service during onboarding. However, the lack of a dedicated lead pipeline and precise search results were issues for some users. Pricing follows a tiered subscription model, with additional charges for certain features, potentially making it cost-prohibitive for smaller businesses.Overall, Thryv offers a comprehensive CRM suite solution designed to centralize data and streamline operations, although add-on costs for some features and a six-month lock-in term may not be ideal for solopreneurs and very small businesses.
360 View shines for its focus on unifying customer data and driving actionable insights. Users rave about the "360-degree view" it provides, making it easier to personalize interactions and build stronger relationships. "With 360 View, I can see every touchpoint a customer has had with our company, which is a game-changer for tailoring my sales approach," remarked one user. This strength often wins it praise over CRM giants like Salesforce, where users sometimes feel "drowning in data without clear direction." However, 360 View's reliance on data quality can be a double-edged sword. While reviewers applaud its data-driven insights, some caution about the initial effort required to clean and maintain accurate information. "Getting your data right can be an upfront investment, but once it's clean, the insights are invaluable," explained one reviewer. Additionally, 360 View's customization options, while praised for streamlining workflows, pale compared to the sheer flexibility offered by more established competitors. Integration complexity is another point of comparison. Users appreciate the pre-built connections with popular platforms, but some wish for deeper integrations with niche industry tools. "360 View integrates well with my marketing automation platform, but I still need another tool to bridge the gap with my accounting software," said one user. Thankfully, the open API helps bridge some of these gaps. Overall, 360 View emerges as a powerful tool for organizations prioritizing a unified customer view and data-driven decision-making. Its ease of use and focus on insights appeal to smaller teams and businesses seeking a clear CRM transition. While data accuracy and initial integration setup require attention, the potential for personalized interactions and improved performance make it a compelling choice for businesses looking to streamline customer relationships and gain a competitive edge.
Screenshots
Top Alternatives in CRM Software
Copper CRM
Creatio
Dynamics 365 Sales
Freshsales
HubSpot Sales
Insightly
monday sales CRM
Nimble CRM
Oracle Sales Cloud
Pipedrive
Pipeliner CRM
Salesforce Sales Cloud
SAP Sales Cloud
Sugar Sell
Zendesk Sell
Zoho CRM
Related Categories
WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...
