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SRO doesn’t just put the customer data at the center, but the actual customer at the center. The CRM system provides a full view of all activities and enables the entire organization to manage all aspects of customer engagement from a single screen.

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MEMBERSHIPS
Manage a member’s current and past memberships, renewals, upgrades and downgrades.
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GIFT VOUCHERS
View all vouchers that were purchased or assigned to a particular patron.
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PLEDGES
View and edit payments and schedules for all pledged donations for a CRM record.
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MERCHANDISE
View all merchandise items purchased throughout a patron’s history.


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TICKETS
View, manage and print the patron’s existing and past ticket purchases.
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SUBSCRIPTIONS
View and manage your subscriber’s existing and previous subscriptions, complete with options to renew, print and reseat the subscriber.
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DONATIONS
View details about every pledge or donation made.

CRM-profile

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PAYMENTS
View a complete history of all payments attached to the patron.
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SERVICE REQUESTS
Manage action items that concern the patron, from complaint management to membership follow-up correspondence.
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MARKETING
All marketing campaigns are recorded and tracked including all activity published through MailChimp such as patron open rates and responses.
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POINTS
Any Loyalty or Quality Points earned by the patron are displayed in their record, along with details about how the points were earned and redeemed.


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BALANCE
Manage the patron’s credits, debits and invoices directly from their CRM record.
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QUERIES
Any time the patron is returned as a result in a targeted marketing query, SRO denotes this in the CRM record.
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CREDIT CARDS
Patrons may securely attach a credit card to their record for later use. Credit card information is “tokenized” for security purposes.