Thryv

• Thryv is a user-friendly CRM system commonly used by small businesses 
• The basic plan costs $60 a year 
• Features functionality to integrate with Squarespace so you can install additional widgets for no additional cost to your website, such as a calendar for scheduling appointments and a client portal to allow customers to track their purchases/view account activity/send files/make payments 
• Compatible with Braintree, an easy to use invoicing method. 
• They have a blog that offers advice to small businesses for good automated emails and text messages to start your CRM system off with 
• Their website offers free documentation, webinars, and live online support. There is a 24/7 chat room with a live rep. 
• Thryv is accessible on iOS and Android-operated mobile devices 
• They offer a free 7-day demo here: https://www.thryv.com/small-business-lp2/?&ds_lpt_start&ds_lpt_end&gclid=CjwKCAiAo8jgBRAVEiwAJUXKqJuWBrEecRcUTmUyLL66EuroNiKciMFfRAlcANCMPRUxaQkTHFQQYRoCEkkQAvD_BwE&gclsrc=aw.ds 
• Watch this short tutorial on Thryv for small businesses: https://www.youtube.com/watch?v=b_C8JREfI90
  

SalesForce 

The industry standard CRM tool can also be a very robust database 

• Easily manage things like contacts and relationships 

• Very customizable and complex 

• A lot of the work for building a simple Salesforce solution is cutting out unnecessary features and/or fields 

• A ton of documentation for developers and users can be found 

• Has non-profit pricing (10 users soft cap however) 

• Can integrate with other apps using Zapier (an If This Then That tool) to enable automation of certain processes 

• Some built in functionalities include: reports, duplicate merging, validation rules, email alerts, and much more 

• Easily import data with CSVs