Customer centric CRM for Customer Centric Business

Track leads and close opportunities, use actionable data to make better decisions.

Leads Management

Leads Nurturing

Leads Nurturing

Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.

Lead Scoring

Lead Scoring

Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity.

Assignation Rules

Assignation Rules

Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.

Deduplication

Deduplication

Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.

Import leads

Import leads

Easily import prospects files with Thrive's import tool.

Opportunities

Status Management

Status Management

Tag an opportunity with status to note the current stage that the opportunity is.

Schedule Meetings

Schedule Meetings

Schedule meetings from the opportunity of customer.

Plan Next Actions

Plan Next Actions

Plan next actions and schedule your daily work based on most important opportunities and tasks.

Assignation Rules

Assignation Rules

Define your own rules to assign opportunity to the right sales person based on quotas and segments.

Customers

Address Book

Address Book

Get a clear address book shared amongst your sales persons.

Customer Preferences

Customer Preferences

Set customer preferences easily: language, delivery methods, financial data, etc.

Multi-Address

Multi-Address

Have multiple addresses and contacts for a single company.

Full History

Full History

Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.

Reporting

Leads Analysis

Leads Analysis

Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.

Opportunities Analysis

Opportunities Analysis

Analyze your opportunities pipeline with advanced filters, grouping, drill down, etc.

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