CRM

Underpinning all of our modules, our powerful and flexible Customer Relationship Management (CRM) module.

Comprehensive patron details record

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Record relationships between patrons

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View patron sale and communication history

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Integrated with all PatronBase modules

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Fully integrated arts-centric solutions

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Comprehensive patron details record

The PatronBase patron record includes a wide variety of detail, including date of birth, gender, partner's details, and multiple addresses, emails and phone numbers. Where additional fields are required, custom attributes can be created.

The patron record is viewable throughout the PatronBase modules, and can be queried in the Marketing module to identify patrons meeting particular characteristics.

Record relationships between patrons

Understanding relationships between your patrons are crucial - employees and their employer companies, parents and children, spouses and partners.

The PatronBase CRM includes comprehensive functionality to record and view these relationships, aiding your marketing to companies and family groups.

View patron sale and communication history

The patron record contains a comprehensive history of sales and donations.

In addition, all communication to and from a patron can be recorded within the patron record, which can then be viewed throughout PatronBase modules.

All patron history can be queried within the Marketing module, including identifying donors, identifying attendees to a given production or season filtered if required by seat or ticket type, identifying first time attendees and much more.

Integrated with all PatronBase modules

The PatronBase CRM is fully integrated throughout the PatronBase system, providing timely and relevant access to patron information wherever it is needed, helping you to provide a truly personalised service to each and every patron.

In addition to conventional modules such as Ticketing, Fundraising and Venue Manager, this includes WebHub, our admin interface on-the-go, and even the PatronBase PatronWifi module, for access to public wifi, giving a truly integrated CRM.

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