Task Management made simple
for Events

^

Master how you manage your day with Event Management

A CRM designed to fit "how you work,"
while your clients and their special event remain
the heart of your business. 

Thryv’s powerful CRM helps you manage your clients and their events

all in one organized place so you can deliver a better client experience.


Keeping track of one client with multiple events can be confusing and disorganized.
Thryv lets you manage multiple events organized under one client, while connecting every important event detail, conversation, appointment, payment and more!



Whether your client has one event, or seven... they all stay connected!

 

CRM - Client Experience

Treat every event like your number one priority with every important detail and milestone at your fingertips!

  • Track each event location, date, special day preferences and requests.


  • Create customized fields to capture and manage detailed event information.


  • Assign your team of planners or chefs based on the event requirements.


Event Tracking

Track all of your consultations, deposits, payments and event details, while keeping your clients informed.

Customized Details

Keep records up to date by editing event information, notating client preferences, or updating payment information.

Automate Communication

Stay on top of photographer and dj schedules by creating notes with due dates or setting reminders for your team and clients.

Project Management

Payments by Event

Track all transactions easier with each deposit, invoice and payment associated directly to the individual weddings or catering event.

Scheduling by Event

Track and manage all appointments, follow-ups and automatic reminders easier with each scheduled location walk-through, cake tasting and flower selection.

Documents by Documents

Track, share and request documents easier by each individual event whether its a signed contract, menu preferences or dj playlist.

Communications by Event

Never miss a chance to wish each couple Happy Anniversary! Send automated specialized messages to your bride and groom on their anniversary or remind them you also host baby showers.

Client Portal

Communication made simple for your clients.

Thryv's Client Portal is the conduit between your business and your client interactions and communication, including where they go to schedule a consultation appointment, send new contract documents, make a payment or deposit and more.

Send Messages

Clients can easily communicate with you and your team related to any event detail.

Schedule Appointments

Clients can schedule appointments associated to their specific event for any of your available services.

Make Payments

Clients can make a payment for catering, upcoming event deposits and final payment.

Share Documents

Clients can share new contract documents or request menus and music playlist.

Purchase Packages

Clients can purchase packages for corporate lunches and meal plans.

Manage their Events

Manage each event detail by toggling between multiple events associated to the same client.

To be able to have different jobs for the same client is amazing!

Petrina Tebor | Air Duct Aseptics

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