Thryv vs Workbooks

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Our analysts compared Thryv vs Workbooks based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Thryv Software Tool
Workbooks Software Tool

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.

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Workbooks is a cloud-based solution that helps simplify organizational tasks. It provides end-to-end marketing, sales, order processing and customer support. Equipped with an NPS score, it helps companies identify loyal customers for optimum business growth. It also assists in understanding and catering to business metrics.

The product offers a wide range of benefits like improved revenue generation, enhanced customer experience, dynamic configuration and mobility. It also helps eliminate manual tasks and provides valuable insights so users can make informed decisions.

It’s suitable for small to medium-sized industries. Key capabilities include marketing, order processing, customer service, email and workflows, and social media management.

The overall sentiment about the product is positive. Users find it easy to use, but there’s a learning curve involved. They also speak highly of its customizability, support team and training. Some drawbacks include a clunky interface and limited scalability.

The product has three pricing editions. The cost ranges from $34 to $165 per user/month, with support included.

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$20/Seat, Monthly, Freemium
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Tailored to your specific needs
$34/User, Monthly, Plus Implementation
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

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.
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  • Generate Revenue Effectively: Grow sales and marketing outcomes with the help of insights and add value to the business. Gain visibility and effective control to improve performance.
  • Improve Customer Experience: Integrated tools help manage the entire customer journey, assisting users with project delivery, order fulfillment and customer support to support a positive customer experience.
  • Enhance Revenue Insight: Understand what investments to make, which of those will give results, what deliveries will cost and which strategic approach is best. Engage in automated, simplified and streamlined business processes.
  • Take Calculated Decisions: Evaluate data across the business to understand and extract patterns and trends that identify issues. Gain insights to build and cater to opportunities.
  • Enjoy Configuration and Mobility: Highly customizable, the software handles all business processes. Product development and implementation enable businesses to build success.
  • Eliminate Manual Tasks: Remove manual handoffs, reduce data entry to eliminate duplicates and decrease lead report length. It also aids receipt generation in exchange for cash from customers.
  • Access an Intuitive Interface: Use an intuitive interface that enables quick and easy adoption for users. Migrate data, add users and customize settings easily.
  • Save Money: The company claims to be affordable and that its licenses and total cost of ownership are priced 50-70% less compared to alternatives like Salesforce and Microsoft Dynamics.
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  • 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.
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  • Marketing: Access marketing tools such as lead generation, campaign management, data insights, segmentation and target accuracy. Get lead capturing, web analytics, lead management, lead scoring and supplier management capabilities.
  • ROI: Evaluate estimations to set budgets and forecast sales and marketing metrics.
  • Sales Performance: Identify opportunities, execute tasks, close more deals and grow revenue with real-time reporting, analytics and tracking. Automated workflows and pipeline visibility aid strategy. Access sales-specific features such as subscription and renewal monitoring, field representative mapping, and contact information enrichment.
  • Order Processing: Generate contacts and sales quotes, take orders, and integrate digital signatures for an easy buying experience. Sync information with ERP systems for maximum visibility and performance. Configure currencies by defining exchange rates and periods and select a home currency for global transactions.
  • Customer Service: Manage cases, answer customer queries, track activity and boost in-house productivity by automating repetitive tasks, accurately measuring service-level agreements (SLAs) and providing personalized solutions to customers. Capabilities include ticketing, customer sentiment monitoring, case allocation and addressing reoccurring issues.
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Product Ranking

#73

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#55

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 907 reviews
Great User Sentiment 258 reviews
88%
of users recommend this product

Thryv has a 'great' User Satisfaction Rating of 88% when considering 907 user reviews from 4 recognized software review sites.

85%
of users recommend this product

Workbooks has a 'great' User Satisfaction Rating of 85% when considering 258 user reviews from 4 recognized software review sites.

4.4 (15)
5.0 (12)
4.6 (382)
n/a
4.2 (495)
4.34 (108)
n/a
4.3 (109)
4.5 (15)
3.3 (29)

Synopsis of User Ratings and Reviews

Online Presence: Users who mentioned this feature appreciated how easy it was to post and edit website content and manage multiple social media platforms from one place.
Centralized Interactions: Access to past client activity, notes and interactions from multiple avenues is a plus for a majority of users.
Customer Service: Prompt and helpful customer service from Thryv reps during training and onboarding is another plus for many users.
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Customizable: The system can be tailored to user needs, according to 90% of reviewers.
Functionality: All the users who reviewed this pro praised the solution’s wide range of functionality and integration capability with several business processes.
Support: Regarding this benefit, 91% of users found the support team helpful and responsive.
Training: According to 100% of users who reviewed this aspect, the company provides extensive training and has a helpful knowledge base.
Reporting: 70% of users said that the reporting functionality was useful and up to par.
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Lead Pipeline: The absence of a lead pipeline makes it difficult for users to track and manage their sales.
Search Function: Some users note they get multiple hits for a first or last name instead of an exact match.
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Learning Curve: 42% of reviewers mentioned that it has a learning curve that can slow down processes.
Bugs: All the reviewers said that the software can be clunky and have bugs at times.
Scalability: According to 50% of users, the tool lacks scalability and doesn't offer unlimited storage.
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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.

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Workbooks is a cloud-based system ideal for small and medium-sized businesses. It helps streamline sales operations and optimize team and individual performance. With features like marketing, order processing, customer service, email management, web analytics and social media management, it’s a great solution at an affordable price. The price starts from $43 per user/month. Compared to market leaders like Salesforce and Microsoft Dynamics, it offers a decent interface for the money.Workbooks helps generate revenue and improve customer satisfaction by enabling users to make informed decisions based on data. It also saves time on tedious, manual tasks. According to user reviews, it’s intuitive and easy to use. However, there’s a learning curve involved that can slow down processes and prove to be frustrating for new and/or non-technical users.The product has excellent training and knowledge base. The support team, in particular, is very responsive and helpful. The platform also offers a wide range of functionality and lets users easily collaborate with various business departments. The reporting functionality could be more customizable in minor aspects, but overall, it's satisfactory. Several reviews mentioned that the interface can be clunky at times and has bugs. However, it’s not too bad and is manageable. Overall, it’s a good choice for small or medium-sized businesses looking to upscale customer interactions and customize processes without burning a hole in their pocket.

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