Marketplace Apps and Command Center Updates

What’s New?

1. Insightly CRM Integration​

(Launch Date: 02/28)

Insightly CRM is a cloud-based CRM and pipeline management tool provides users the ability to streamline a variety of pipelines, tasks and workflows, whether for sales and marketing teams or for general project management.​

Integrating Thryv + Insightly CRM will provide Thryv Clients with the following benefits: ​

• ​Sync current and future contacts between the applications to keep Client records up to date and organized.​

• ​Leads which convert to Clients will transition smoothly between the applications allowing timely nurturing and strengthen client relationships.

Read the article to learn more by clicking here

2. Zensurance offer​

(Launch Date: 03/01)

** CA Accounts only

We have a new partner offer from Zensurance specific for our Canadian customers.​

Details

• Thryv Customers are eligible for a $40 Amazon Gift for completing a Zensurance Insurance application quote.​

• Trusted by 300k+ SMBs in Canada​

Customized, low-cost insurance for small businesses.​

• Commercial Property​

• Errors and Omissions ​

• General Liability ​

A dedicated claims team is available 24/7 

Read the article to learn more by clicking here

3. Command Center Text Registration Updates​​

(Launch Date: 03/06)

** US Accounts Only

New regulations have taken effect which require users to submit information about how they opt in their customers when registering to send texts​

• Emergency release solves for new regulation​

The text message registration flow now contains two additional steps to collect the necessary info​

• The fifth step in the process will require users to describe how their clients opt in to receive texts. Do they text a number? Do it on the phone? When making a sale? Only one example need be selected, even if clients use multiple calls-to-action (CTAs)​

• The final step requires users to provide a link to an image showing how their call-to-action (CTA) is presented. This could be their site, a flyer, their vehicle – anywhere they offer to opt their clients in. It must be a valid URL showing the real-world call-to-action (CTA)

4. Command Center Delete Staff​​​

(Launch Date: 03/06)

Ability for Command Center Admins and Owners  to remove Staff to improve functionality and customization for users​

• Admins and Owners can remove Staff from their Command Center account by selecting Delete in the Actions dropdown on the Security + Staff page in Settings

• Deleted Staff can now be added to another Command Center, or create their own Command Center account

Staff are no longer limited to one Thryv account forever​