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At the heart of the system is the multi-tiered Customer Relationship Management (CRM) portal that is specifically designed to serve ticketing and marketing organizations, but with the ability to interoperate with other services and CRM systems if required. SRO facilitates any and all transactional, informational and relational data tracking with real-time dashboards and intelligent prompts for users.

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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.