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 organised place so you can deliver a better client experience.
Keeping track of one client with multiple events can be confusing and disorganised.
Thryv lets you manage multiple events organised 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 customised 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.
Customised 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 specialised 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, Florida USA
