What Is PatronManager CRM?

  • Learn More about PatronManager CRM

  • box office ticketing

    General or Reserved Seating

    Sell general admission or reserved seating events, with seat map selection.

    Multiple Purchase Option

    Provide a shopping cart for patrons to buy tickets to multiple events (and/or subscriptions) in a single transaction.

    Discounts and Price Types

    Manage an unlimited number of discount codes and price types.


    Subscriptions

    Offer three types of subscriptions: Fixed, Choose Your Own, & Flex Pass.

    Custom Website Branding

    Offer ticket purchase pages that match your website branding.

    Real-time Seating

    Get updated seat availability in real time when purchases are made.

    Social Media Marketing

    Enable patrons to instantly post to Facebook to invite their friends to buy tickets.

    Printing Tickets

    Offer patrons “print-at-home” tickets with bar codes, and print at the box office with most versions of Boca and Practical Automation ticket printers.

  • FUNDRAISING & DONOR MANAGEMENT

    Confirmation Templates

    Acknowledge gifts by sending templated emails or mail-merge letters.

    LYBUNT & SYBUNT Reports

    Run simple and flexible LYBUNT and SYBUNT reports.

    Track Donor Activity

    • Manage gifts and grants from individuals, corporations, foundations, and government
    • Accept donations on your website with integrated credit card processing
    • Charge credit cards for donations made by mail or phone
    • Solicit donations in conjunction with ticket purchases

    Manage Multiple Campaigns

    Manage various campaigns, funds, and appeal structures, as well as pledge management and matching gift tracking.

    Complete Donor Profile

    Report on donor information combined with ticket sales.

    Automatic Acknowledgments

    Provide automated email donation confirmations and workflow for acknowledgement letters.

    Monitor Patrons' Social Behavior

    Gain insight into patron activity with one-click integration to social media sites such as Facebook, Twitter, and LinkedIn.

  • Email Marketing with PatronMail

    Attractive, Flexible Templates

    Create attractive email campaigns with our flexible templates, or use your own HTML.

    Complete Integration

    Pull campaign recipients directly from the PatronManager database, without exporting and importing lists.

    CAN-SPAM Compliance

    Manage opt-ins, un-subscribes, and bounce cleaning automatically, keeping you in compliance with the CAN-SPAM law.

    "White List" Delivery

    Trust that your email gets delivered to the inbox, not marked as SPAM.

    Expert Statistics

    Track engagement statistics (emails sent, opened, and clicked) per-campaign and for each patron over time.

  • OUTSTANDING Customer Support

    Fast Responses

    Get answers quickly. We resolve 90% of all customer inquiries within 24 hours and many within an hour or two, from 9 AM EST to 9 PM EST.

    Training Options

    We offer lots of learning options. We use the popular ScreenSteps training software to create lessons that combine screen shots and text, as well as offering video training modules, one-on-one training, and live group webinars.

    Safe Data Transfers

    We work directly with you to make sure your historical data is migrated accurately and safely.

    We Speak Your Language

    We understand your business. Our team is made up of arts-savvy people with enough nerdiness to talk with you in plain English while helping to train you and solve your issues.


    Customized for You

    We customize your system. Every organization works differently, so we configure your PatronManager account to accommodate the way you track and run your business.

    We Have Happy Clients

    Don't just take our word for it - read some of the recent feedback we've received from PatronManager clients about our customer service on our #happyclients page.

  • collaboration, tasks & calendar

    Facebook-like Communication

    Improve staff collaboration and efficiency with “Chatter,” a tool that encourages “Facebook-style” staff interactions.
    • Share status updates, links, and files with colleagues directly within PatronManager
    • “Follow” records that matter to you, and get notifications when anything changes
    • Stay up to date on Chatter with apps for iPhone, iPad, Android, and your desktop

    Integration with Outlook and Gmail

    Assign follow-up tasks to yourself or colleagues, and create time-specific calendar events related to contacts or donations. Calendar and task data can be completely integrated and synchronized with Outlook and Gmail.


  • Patron tracking & reporting

    Total Patron Tracking

    Document all patron data and activity: ticket sales, donations, individual emails, phone calls, email campaigns, and meetings.

    Quick Box Office Reports

    Run pre-formatted financial reports for the box office with just a couple of clicks.

    Report Scheduling & Automation

    Schedule reports and dashboards to be emailed to you or your colleagues on a regular basis.

    Identify Relationships

    Track relationships between two people (like friends or family) or between people and organizations (like employees, volunteers, or board members).


    Create Intuitive Dashboards

    Create and customize robust dashboards and reports, using intuitive drag & drop editors. No sophisticated code or IT help needed.

    Report Dashboard for PatronManager CRM

    Sophisticated Reporting

    Run “CRM Snapshots” to combine ticketing, donor information, and email marketing data on reports for a powerful 360 degree view of your patrons.

  • Salesforce.com Platform

    Forget Legacy Systems

    PatronManager CRM is built entirely on Salesforce's Force.com platform, with all of the features of Salesforce CRM.

    Mobile Devices Welcomed

    Salesforce is mobile. You can view, update, and report from your iPhone, iPad, and Android mobile devices.

    Your Data is Safe

    Salesforce offers world class cloud computing with three global data centers with complete fail-over redundancy in 15 minutes. Salesforce maintains a transparent environment for clients to see its system up-time which you can view at trust.salesforce.com.

    2,000+ Available Apps

    Salesforce.com offers an app store of over 1,000 business apps that plug seamlessly into PatronManager. Many of these are free or discounted for non-profits.

    Free Salesforce Updates

    Salesforce offers three main upgrades a year, and each upgrade includes nearly hundreds of new or upgraded features, most of which are provide to PatronManager CRM customers at no charge.

    Wide and Open Ecosystem

    Unlike proprietary systems where your only option is to make a feature request and wait, Salesforce has an ecosystem of hundreds of developers, system integrators, and partners that enable you to have tremendous flexibility to add, customize, and/or build systems.