Your organization can now switch from disjointed operations in multiple areas to PatronAssist, a unified solution that seamlessly integrates internal processes like Memberships, Giving, Education, Volunteers and Calendar Management with a public-facing site, where patrons can self-serve booking tours, ticketing, membership updates and make donations, consolidating all data in a core CRM database. You no longer need to manually track the bookings, memberships or collections or struggle with importing data from disparate systems.
PatronAssist's modules are access-controlled by roles assignments, which in turn also manages access to dashboards and reports, so that each staff member gets to use the system tailored to their needs.
Foster Individualized Relationships: Each staff member will know exactly what personalized greeting message to use in live conversation with the patron.
Memberships & Development: Increase engagement, retention and patronage growth with scheduled/automatic renewals, electronic payments and keeping sophisticated track of the intersection of patron's family and friends with their membership levels, e.g., free tours, shared memberships etc. Upgrade visitors to members to donors to sponsors!
Ticketing, staggered entry scheduling, education and docent assignments: Manage your operating calendars to specify operating hours and daily (group & individual) tour slots with limits on number of visitors and automobiles for each entry slot. Assign docents and volunteers to each guided trip as preferred.
Public-facing Self-serve portal: Patrons can login, manage their profiles, memberships and renewals, schedule tours and pay for their tickets online.
Email Campaigns: Launch membership drives, fundraising drives, market an event or just launch information email campaigns straight from PatronAssist - the built-in CRM keeps track of all current and past visitors, members, and their family and friends. Flexibly select groups of people based on distance from your site, or other demographic details, select/customize your template and blast the email out! PatronAssist keeps track of the progress of your email campaign's performance, recording new subscriptions, tours and donations tied to each campaign.
Volunteer Management: Flexibly manage the volunteering lifecycle as your volunteers go from trainee to docent and alumnus status over time. On a daily basis, communicate with volunteers on scheduling, availability, tasking and training. Assign volunteers based on suitability and availability to schedule tours.