How to Use Thryv: A Step-by-Step Guideline in 2026

Quick Start

This guide covers every Thryv feature:

• Getting Started — Create your account and set up your dashboard
• How to Use Website Analytics — Track visitor behavior and traffic sources
• How to Use Social Media Management — Schedule and publish posts across platforms
• How to Use Billing & Invoicing — Send invoices and collect payments online
• How to Use Team Chat — Communicate with your staff in real time
• How to Use Campaign Analytics — Measure marketing performance and ROI
• How to Use Market Builder — Create targeted marketing campaigns
• How to Use AI Responses — Auto-reply to customer messages faster
• How to Use SEO Services — Improve your search rankings with managed SEO
• How to Use Online Reputation Management — Monitor and respond to reviews

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

I’ve used Thryv for over 6 months and tested every feature covered here. This how to use Thryv tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

Thryv is one of the most powerful CRM and business management tools available today.

But most users only scratch the surface of what it can do.

This guide shows you how to use every major feature.

Step by step, with screenshots and pro tips.

Thryv Tutorial

This complete Thryv tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

Whether you just signed up or have been using Thryv for months, you’ll find new tricks here.

Each section includes clear steps, screenshots, and a pro tip at the end.

Let’s start with the basics and work our way to the advanced features.

Getting Started with Thryv

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Now let’s walk through each step.

Step 1: Create Your Account

Go to Thryv’s website and click “Start Free.”

Enter your business name, email, and phone number.

Create a password and verify your email address.

Thryv offers a free Command Center plan with no credit card required.

The free plan includes a central inbox, TeamChat, and 60 minutes of call time.

✓ Checkpoint: Check your inbox for a confirmation email.

Step 2: Set Up Your Business Profile

Log in and complete the onboarding wizard.

Add your business address, hours, and service categories.

Upload your logo and a cover photo for your client portal.

Fill in your service area so Thryv can help with local SEO later.

Here’s what the dashboard looks like:

✓ Checkpoint: You should see the main Command Center dashboard.

Step 3: Connect Your Communication Channels

Go to Settings and link your email, social media, and phone.

Thryv supports 12+ communication channels in one inbox.

Enable the channels your customers use most.

How to Use Thryv Website Analytics

Website Analytics lets you track visitor behavior and traffic sources.

Here’s how to use it step by step.

Watch Website Analytics in action:

Now let’s break down each step.

Step 1: Open the Analytics Dashboard

Click “Marketing Center” from the left sidebar.

Select “Website Analytics” from the dropdown menu.

The dashboard loads with a default 30-day view of your site traffic.

You can switch between daily, weekly, and monthly views at the top.

Step 2: Review Your Traffic Data

Check the overview for total visitors, page views, and bounce rate.

Use the date filter to compare different time periods side by side.

Look for spikes or drops that match your marketing campaigns.

The bounce rate tells you how many visitors leave without taking action.

✓ Checkpoint: You should see traffic graphs and visitor counts.

Step 3: Identify Top Traffic Sources

Scroll down to the “Sources” section to see where visitors come from.

Common sources include Google search, social media, and direct visits.

Focus your marketing on channels that drive the most leads.

Double down on what works and reduce spending on low-performing channels.

How to Use Thryv Social Media Management

Social Media Management lets you schedule and publish posts across platforms.

Here’s how to use it step by step.

Watch Social Media Management in action:

Now let’s break down each step.

Step 1: Connect Your Social Accounts

Go to Marketing Center and click “Social Media.”

Link your Facebook, Instagram, Google Business, and other accounts.

You’ll need admin access to each account for the connection to work.

Thryv supports multiple accounts per platform for multi-location businesses.

Step 2: Create and Schedule a Post

Click “Create Post” and add your text, image, or video.

Select which platforms to publish on and set the date and time.

You can preview how the post will look on each platform before publishing.

Use the calendar view to see all your scheduled posts for the week.

✓ Checkpoint: You should see your post in the calendar view.

Step 3: Review Post Performance

After publishing, check engagement metrics like likes, shares, and clicks.

Compare posts to see which content types get the most engagement.

Use these insights to adjust your content strategy going forward.

How to Use Thryv Billing & Invoicing

Billing & Invoicing lets you send invoices and collect payments online.

Here’s how to use it step by step.

Watch Billing & Invoicing in action:

Now let’s break down each step.

Step 1: Create a New Invoice

Go to Business Center and click “Invoices.”

Click “New Invoice” and select the client from your CRM.

Thryv auto-fills the client’s contact and billing details from their profile.

You can also create an estimate first and convert it to an invoice later.

Step 2: Add Line Items and Send

Enter services, quantities, and prices for each line item.

Add tax rates if applicable and set payment terms like “Net 30.”

Review the total and click “Send” to email it to your client.

The client receives the invoice with a “Pay Now” button for instant payment.

✓ Checkpoint: Your client receives the invoice with a “Pay Now” button.

Step 3: Track Payment Status

Check the invoice dashboard to see paid, pending, and overdue invoices.

Thryv sends automatic payment reminders for overdue bills.

You can set custom reminder schedules — like 3 days and 7 days after the due date.

Download monthly reports to keep your books up to date.

How to Use Thryv Team Chat

Team Chat lets you communicate with your staff in real time.

Here’s how to use it step by step.

Watch Team Chat in action:

Now let’s break down each step.

Step 1: Open TeamChat

Click the TeamChat icon in the Command Center sidebar.

You’ll see your team channels and direct message threads.

The free plan gives you 30 days of chat history to scroll through.

Paid plans keep your full chat history with no time limits.

Step 2: Create a Channel or Send a Message

Click “New Channel” to create a topic-based group for your team.

Name the channel something clear like “Sales Leads” or “Job Updates.”

Type your message, attach photos or files, and hit Send.

You can also make phone and video calls right from the TeamChat window.

✓ Checkpoint: Your team members receive the message instantly.

Step 3: Share Files and Collaborate

Drag and drop documents, images, or PDFs into any chat thread.

Use @mentions to notify specific team members about urgent tasks.

Pin important messages so your team can find them quickly later.

Search across all channels to find old conversations by keyword.

How to Use Thryv Campaign Analytics

Campaign Analytics lets you measure marketing performance and ROI.

Here’s how to use it step by step.

Watch Campaign Analytics in action:

Now let’s break down each step.

Step 1: Navigate to Campaign Reports

Open the Marketing Center and click “Campaign Analytics.”

Select the campaign you want to review from the list.

You can filter by campaign type — email, SMS, or automated.

Step 2: Analyze Key Metrics

Review open rates, click-through rates, and conversion numbers.

Compare results against previous campaigns using the date filter.

Look at which subject lines and content types perform best.

Pay attention to unsubscribe rates — high rates mean your content needs work.

✓ Checkpoint: You should see performance graphs for each campaign.

Step 3: Export and Share Reports

Click “Export” to download a PDF or CSV report.

Share these reports with your team or use them to adjust future campaigns.

Use the data to double down on winning campaigns and pause underperformers.

How to Use Thryv Market Builder

Market Builder lets you create targeted marketing campaigns.

Here’s how to use it step by step.

Watch Market Builder in action:

Now let’s break down each step.

Step 1: Choose a Campaign Type

Open Market Builder from the Marketing Center menu.

Select from email, SMS, or automated campaign templates.

Thryv includes pre-built templates for common scenarios like welcome emails.

You can also start from scratch with a blank template.

Step 2: Build Your Audience and Message

Use CRM tags to segment your audience by service type or last visit.

Write your message and add a clear call to action like “Book Now.”

Add personalization tokens like the client’s first name for better engagement.

Keep your message short — under 100 words for email, under 160 characters for SMS.

✓ Checkpoint: You should see a preview of your campaign before sending.

Step 3: Launch and Monitor

Click “Send” or schedule the campaign for a specific date and time.

Monitor delivery and engagement stats in Campaign Analytics.

Set up automated follow-ups for contacts who open but don’t click.

Test different subject lines with A/B testing to improve open rates.

How to Use Thryv AI Responses

AI Responses lets you auto-reply to customer messages faster.

Here’s how to use it step by step.

Watch AI Responses in action:

Now let’s break down each step.

Step 1: Enable AI Responses

Go to Command Center settings and find the AI Responses toggle.

Turn it on and select which channels should use AI replies.

You can enable AI for webchat, social media, or email channels separately.

Start with one channel to test before expanding to others.

Step 2: Customize Your AI Settings

Set your business tone — friendly, professional, or casual.

Add common answers for FAQs like pricing, hours, and service areas.

Configure escalation rules so complex questions go to a human team member.

The AI learns from your responses over time and gets better at matching your style.

✓ Checkpoint: You should see AI-suggested replies in your inbox.

Step 3: Review and Approve Responses

Check AI-generated replies before they go out during the first week.

Edit any responses that don’t match your brand voice or accuracy standards.

Adjust settings based on the quality of responses you see over time.

After the first week, you can switch to auto-send for simple inquiries.

How to Use Thryv SEO Services

SEO Services lets you improve your search rankings with managed SEO.

Here’s how to use it step by step.

Watch SEO Services in action:

Now let’s break down each step.

Step 1: Access SEO Settings

Open Marketing Center and click “SEO Services.”

Review your current keyword rankings and visibility score.

The dashboard shows how your business appears in local search results.

You’ll also see which directories currently list your business.

Step 2: Submit Your Keywords

Add the keywords you want to rank for in local search results.

Focus on service-specific terms combined with your city name.

Thryv’s SEO team handles the technical work behind the scenes.

They manage your on-page content, meta tags, and directory listings.

✓ Checkpoint: You should see your target keywords listed with current rankings.

Step 3: Monitor Ranking Progress

Check the SEO dashboard monthly to see how your rankings change.

Thryv syncs your business listings across 40+ directories automatically.

Consistent listings across Google, Yelp, and other sites boost your local SEO.

Expect to see ranking improvements within 2 to 3 months of starting.

How to Use Thryv Online Reputation Management

Online Reputation Management lets you monitor and respond to reviews.

Here’s how to use it step by step.

Watch Online Reputation Management in action:

Now let’s break down each step.

Step 1: Connect Review Platforms

Go to Marketing Center and click “Reputation Management.”

Link your Google Business, Yelp, and Facebook review profiles.

Thryv pulls in reviews from all connected platforms into one feed.

You can also connect industry-specific review sites if applicable.

Step 2: Monitor Incoming Reviews

All reviews from connected platforms appear in a single feed.

Set up notifications so you’re alerted when new reviews come in.

Star ratings and review trends are tracked over time on the dashboard.

You can filter reviews by platform, rating, or date to find specific feedback.

✓ Checkpoint: You should see all recent reviews in one place.

Step 3: Respond to Reviews

Reply to both positive and negative reviews directly from the dashboard.

Use templates for common responses to save time on routine replies.

Send review request links to happy customers to boost your rating.

Track your competitor’s reviews to see how your reputation compares.

Thryv Pro Tips and Shortcuts

After testing Thryv for over 6 months, here are my best tips.

These tricks will save you time and help you get more from the platform.

Keyboard Shortcuts

Action	Shortcut
Open Command Center Inbox	Ctrl + I
Create New Contact	Ctrl + N
Search CRM	Ctrl + K
Open TeamChat	Ctrl + T

Hidden Features Most People Miss

• Auto Data Enrichment: Thryv automatically pulls public social media info into client profiles. You get extra contact details without any manual data entry work.
• Client Portal: Give customers a self-service portal to view documents, make payments, and update their own info at any time. This reduces back-and-forth calls and emails.
• Custom Navigation Links: Add shortcuts to external tools in your Thryv sidebar. Go to Settings, click “Custom Links,” and add the URLs you use daily. Great for linking to your accounting software or project management tool.
• Saved Message Templates: Create reusable message templates for common replies. This saves time when responding to repeated customer questions in the inbox.
• Appointment Color Coding: Assign different colors to service types on your calendar. This gives you a quick visual overview of your day at a glance.

Power User Tips

• Set up review requests after every appointment. Automate a message that asks clients for a 5-star review within 24 hours of their visit. This builds your online reputation on autopilot.
• Use the mobile app for quick responses. The Thryv mobile app lets you reply to messages, check appointments, and send invoices from your phone. Stay connected even when you’re on the job.
• Connect Thryv to your accounting software. Use Zapier or native integrations to sync invoices and payments with QuickBooks or Xero. This eliminates double data entry.

Thryv Common Mistakes to Avoid

Mistake #1: Skipping the Onboarding Setup

Mistake #2: Not Using Tags in the CRM

Mistake #3: Ignoring Automated Campaigns

Thryv Troubleshooting

Problem: Emails Not Syncing in Command Center

Cause: Your email account may have disconnected or your OAuth token expired.

Fix: Go to Settings, disconnect your email, wait 30 seconds, and reconnect it. Make sure you allow all required permissions during the authorization step. If the problem persists, try clearing your browser cache first.

Problem: Social Media Posts Failing to Publish

Cause: The connected social account may need re-authorization, or the platform changed its API permissions.

Fix: Disconnect and reconnect the social account in Marketing Center. Check that your account has admin-level access to the business page. Facebook and Instagram require business account status, not personal profiles.

Problem: Invoice Payments Not Processing

Cause: ThryvPay may not be fully activated, the client’s payment method was declined, or the payment gateway timed out.

Fix: Verify ThryvPay is enabled in your billing settings and your bank details are correct. Ask the client to try a different payment method or card. If payments fail repeatedly, contact Thryv support to check your merchant account status.

📌 Note: If none of these fix your issue, contact Thryv support. They offer 24/7 help via chat, email, and phone.

What is Thryv?

Thryv is a CRM and business management tool that helps small service businesses run everything from one platform.

Think of it like a digital front desk for your entire business.

It handles scheduling, customer records, payments, and marketing in one place.

Thryv evolved from the company formerly known as Dex Media and the Yellow Pages.

Today it serves hundreds of thousands of small businesses across four countries.

It’s built mainly for appointment-based service businesses like plumbers and dentists.

Watch this quick overview:

It includes these key features:

• Website Analytics: Track visitor traffic and behavior on your site
• Social Media Management: Schedule and publish posts across all your accounts
• Billing & Invoicing: Send invoices and accept payments online
• Team Chat: Message your staff with channels, file sharing, and video calls
• Campaign Analytics: Measure your marketing performance and ROI
• Market Builder: Create email and SMS marketing campaigns
• AI Responses: Auto-reply to customer messages with AI-generated answers
• SEO Services: Managed SEO with keyword tracking and listing sync
• Online Reputation Management: Monitor and respond to reviews from one dashboard

For a full review, see our Thryv review.

Thryv Pricing

Here’s what Thryv costs in 2026:

Thryv uses a location-based pricing model for its Business and Marketing Centers.

The Command Center is priced per seat, making it more flexible for small teams.

All paid plans require a 6-month minimum commitment.

There is also a one-time onboarding fee of $250 for new accounts.

Plan	Price	Best For
Command Center (Basic)	Free	Solopreneurs who need a central inbox and TeamChat
Command Center (Plus)	Free	Small teams needing more channels and call time
Business Center (Plus)	$244/location/month	Service businesses needing CRM, invoicing, and scheduling
Marketing Center (Plus)	$244/location/month	Businesses focused on social media, SEO, and ads
Essential Bundle	$456/location/month	Businesses wanting CRM and marketing in one package

Free trial: Yes — the Command Center Basic plan is free forever with limited features.

Money-back guarantee: No. All paid plans require a 6-month commitment.

💰 Best Value: Essential Bundle at $456/month — it combines CRM, invoicing, and marketing at a bundled discount. This saves you money compared to buying the Business Center and Marketing Center separately.

If you’re just starting out, try the free Command Center plan first.

Upgrade to a paid plan when you’re ready for CRM, invoicing, or marketing features.

Thryv vs Alternatives

How does Thryv compare? Here’s the competitive landscape:

Thryv is one of the pricier options in its category.

But it bundles more features than most competitors into a single platform.

The trade-off is higher monthly costs versus buying separate tools.

Watch this comparison:

Tool	Best For	Price	Rating
Thryv	All-in-one for local service businesses	$228/mo	⭐ 2.6
GoHighLevel	Agencies managing multiple clients	$97/mo	⭐ 4.3
Keap	Advanced CRM automation	$299/mo	⭐ 4.2
ActiveCampaign	Email marketing automation	$15/mo	⭐ 4.0
HubSpot	Free CRM with scalable upgrades	$0/mo	⭐ 4.0
ClickFunnels	Sales funnels and landing pages	$81/mo	⭐ 4.2
Salesforce	Enterprise-level CRM	$25/mo	⭐ 4.5
Zendesk	Customer support and ticketing	$55/mo	⭐ 4.1

Quick picks:

• Best overall: GoHighLevel — most features for agencies at $97/month
• Best budget: HubSpot — free CRM with paid upgrades when you need them
• Best for beginners: Capsule CRM — clean interface and free plan for up to 250 contacts
• Best for email marketing: ActiveCampaign — top-tier automations starting at $15/month

🎯 Thryv Alternatives

Looking for Thryv alternatives? Here are the top options:

• 🚀 GoHighLevel: All-in-one marketing platform built for agencies managing multiple client accounts. Includes CRM, funnels, and white-labeling starting at $97/month.
• 💰 Keap: Powerful CRM with deep automation for small businesses focused on sales pipeline management. Best for revenue-driven teams at $299/month.
• 🎨 ActiveCampaign: Top-rated email marketing platform with advanced automation workflows and excellent deliverability rates. Plans start at just $15/month.
• ⚡ HubSpot: Free CRM that scales from startup to enterprise level with paid add-ons. Great for teams that want to start free and upgrade when ready.
• 🔒 ClickFunnels: Focused on sales funnels, landing pages, and online course delivery. Ideal for businesses that sell products, courses, or memberships online.
• 🧠 Folk: Modern, lightweight CRM built for relationship management and team collaboration. Clean design and fast setup starting at $17.50/member/month.
• 👶 Instantly: Cold email outreach platform with unlimited sending accounts and smart deliverability features. Best for B2B lead generation at $30/month.
• 🏢 ClickUp: Project management tool with built-in CRM features for team collaboration. Free plan available with paid plans starting from $7/user/month.
• 🔧 Monday CRM: Visual CRM with drag-and-drop pipelines and strong team collaboration features. Great for teams that prefer a Kanban-style workflow.
• 🌟 Capsule CRM: Simple, clean CRM for small businesses that need basic contact management. Free plan covers up to 250 contacts and 2 users.
• ⭐ Insightly: CRM with built-in project management. Good for service businesses that track projects after closing deals.
• 🎯 Freshsales CRM: AI-powered CRM with lead scoring and phone dialer. Free plan available for small teams.
• 💼 Salesforce: Industry-leading CRM for enterprises. Most customizable option starting at $25/user/month.
• 📊 Zendesk: Customer support platform with ticketing and live chat. Best for businesses focused on customer service.

For the full list, see our Thryv alternatives guide.

⚔️ Thryv Compared

Here’s how Thryv stacks up against each competitor:

• Thryv vs GoHighLevel: GoHighLevel offers more marketing tools, white-labeling, and funnel building at a lower price point. Pick GoHighLevel if you run a marketing agency managing multiple client accounts.
• Thryv vs Keap: Keap has stronger sales automation, pipeline management, and e-commerce features. Thryv wins on local business features like directory listing sync and managed SEO services.
• Thryv vs ActiveCampaign: ActiveCampaign dominates email marketing with deeper automation workflows and better deliverability. Thryv offers more beyond email like scheduling, invoicing, and reputation management.
• Thryv vs HubSpot: HubSpot’s free CRM is hard to beat on value and scales to enterprise level. Thryv is better for hands-off local marketing with managed services and directory syncing built in.
• Thryv vs ClickFunnels: ClickFunnels excels at sales funnels, landing pages, and online course delivery. Thryv is the better choice for appointment-based service businesses that need CRM and scheduling.
• Thryv vs Folk: Folk is a lightweight, modern CRM built for relationship management and team collaboration. Thryv offers far more features but costs significantly more per month.
• Thryv vs Instantly: Instantly is purpose-built for cold email outreach with unlimited sending accounts. Thryv is better for managing existing customer relationships and repeat business.
• Thryv vs ClickUp: ClickUp shines at project management with CRM as an added bonus for teams. Thryv is better for client-facing scheduling, payments, and local business marketing tools.
• Thryv vs Monday CRM: Monday CRM has visual pipelines, team collaboration, and project tracking. Thryv adds invoicing, reputation management, local SEO, and a client self-service portal.
• Thryv vs Capsule CRM: Capsule is simpler and much cheaper for basic contact management and pipeline tracking. Thryv is the better choice if you also need marketing, billing, and SEO tools.
• Thryv vs Insightly: Insightly combines CRM with project tracking after deals close, which is great for agencies. Thryv offers stronger marketing, local visibility tools, and a centralized communication inbox.
• Thryv vs Freshsales CRM: Freshsales has AI lead scoring, a built-in phone dialer, and strong sales automation. Thryv is better for non-tech service businesses that want a managed all-in-one platform.
• Thryv vs Salesforce: Salesforce is the most powerful and customizable CRM but can be complex and expensive at scale. Thryv is far simpler and better suited for small local businesses with less technical staff.
• Thryv vs Zendesk: Zendesk is a support-first platform with ticketing, live chat, and knowledge base tools. Thryv covers more ground with CRM, marketing, billing, and scheduling all combined in one dashboard.

Start Using Thryv Now

You learned how to use every major Thryv feature:

• ✅ Website Analytics
• ✅ Social Media Management
• ✅ Billing & Invoicing
• ✅ Team Chat
• ✅ Campaign Analytics
• ✅ Market Builder
• ✅ AI Responses
• ✅ SEO Services
• ✅ Online Reputation Management

Next step: Pick one feature and try it now.

Most people start with the Command Center inbox.

It takes less than 5 minutes to get your first message flowing.

Once you’re comfortable with the inbox, move on to Billing & Invoicing.

Then set up your first automated campaign with Market Builder.

Within a week, you’ll have the full platform working for your business.

Frequently Asked Questions

What is Thryv used for?

Thryv is used by small businesses to manage customers, appointments, invoicing, and marketing from one platform. It combines CRM, scheduling, payment processing, and social media management into a single dashboard. It’s designed mainly for service-based businesses like contractors, salons, and law firms. The platform also includes tools for reputation management, team communication, and local SEO.

Is Thryv the same as Yellow Pages?

Thryv evolved from the company formerly known as Dex Media, which was associated with Yellow Pages directories. While they share corporate roots, Thryv is now a modern SaaS platform focused on small business management. It no longer operates as a traditional directory listing service.

Does Thryv have a contract?

Yes, Thryv requires a 6-month minimum commitment on paid plans. There is also a mandatory onboarding fee of about $250 for new accounts. The free Command Center Basic plan has no contract or commitment required.

Is Thryv a CRM?

Yes, Thryv includes a full CRM that tracks client history, tags, interactions, and contact details. It also enriches profiles automatically with public social media data. However, Thryv goes beyond just CRM with billing, marketing, and scheduling tools included.

How many businesses use Thryv?

Thryv serves hundreds of thousands of small business clients primarily in the United States, Canada, Australia, and New Zealand. The platform is especially popular with appointment-based service businesses like HVAC companies, dental offices, and legal practices.

Who owns Thryv?

Thryv Holdings, Inc. is a publicly traded company on the NASDAQ stock exchange. The company grew out of the former Dex Media and Super Media, which were directory advertising businesses. Today it operates as an independent SaaS company focused on small business software.

Is Thryv a website builder?

Yes, Thryv includes a website builder as an add-on for $19 per month. It lets you create a basic business website with pre-designed templates. However, it’s not as advanced as dedicated website builders like Wix or Squarespace. It works best as a simple online presence tied to your Thryv CRM.