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PatronManager

PatronManager

Overview

What is PatronManager?

PatronManager is a nonprofit CRM that handles ticketing, subscriptions, fundraising and email marketing built on the Salesforce platform, from the company of the same name in Pittsburgh.

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Recent Reviews

TrustRadius Insights

Customizable Tool: Users have found PatronManager to be a highly customizable tool that allows for maximizing subscription and meeting …
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Pricing

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What is PatronManager?

PatronManager is a nonprofit CRM that handles ticketing, subscriptions, fundraising and email marketing built on the Salesforce platform, from the company of the same name in Pittsburgh.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is PatronManager?

PatronManager is a nonprofit CRM that handles ticketing, subscriptions, fundraising and email marketing built on the Salesforce platform. PatronManager enables users to leverage ticketing, membership, and patron engagement history to drive fundraising. The user can automatically send confirmation emails with templated, customized responses as contributions and gifts come in. And scheduled reports help track ticket activity and notify the user when VIPs are attending.

Also, PatronManager’s mobile-responsive ticketing experience ensures patrons can buy tickets on their mobile device wherever they are. Users can customize and brand mobile pages to match the organization’s website, so patrons know who they are doing business with.

With PatronManager, the user can leverage ticketing, membership, and patron engagement history to drive fundraising. Users can automatically send confirmation emails with templated, customized responses as contributions and gifts come in. And scheduled reports help track ticket activity and notify the user when VIPs are attending.

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What is PatronManager?

PatronManager Integrations

PatronManager Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(6)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Customizable Tool: Users have found PatronManager to be a highly customizable tool that allows for maximizing subscription and meeting specific organizational needs. Several reviewers mentioned how they were able to create new reports and gain a comprehensive understanding of their organization's data by leveraging the customization features offered by PatronManager.

Robust Ticketing Solution: Many users praised PatronManager for providing robust solutions for their ticketing needs. The tool was described as powerful, offering good reporting and CRM functionality. Some reviewers specifically mentioned the ease of selling tickets, managing subscriptions, receiving donations, and maintaining the donor database all in one platform.

Continuous Evolution & Stellar Support: Reviewers greatly appreciated PatronManager's continuous evolution and addition of new features. The platform was commended for its stellar support staff and great help resources. Being built on the Salesforce platform also allowed PatronManager to benefit from gradual updates, keeping the platform always evolving in exciting new ways according to users' comments.

Difficult to Learn and Navigate: Several users have found PatronManager to be difficult to learn and navigate, with a big learning curve. They have expressed frustration with the software's lack of intuitiveness, clunky ticketing system, limited customization options, and complicated donor side. Some users also mentioned that the support articles were mostly useless and had difficulty getting in touch with someone for assistance.

Limited Customization Options: Some users have been dissatisfied with the limited customization options offered by PatronManager. They found that certain features were not customizable to their organization's needs, which hindered their ability to fully utilize the software. Additionally, customer support was lacking in addressing these customization concerns.

Slow Customer Service Response Time: A few users have noticed a decline in customer service response time after using PatronManager for a few years. This delay in receiving assistance has caused frustration among these users who rely on prompt support when encountering issues or needing guidance.

Users commonly recommend the following actions when using PatronManager:

  1. Determine your needs: Users recommend knowing what you want before setting up the software. This will help ensure that PatronManager aligns with your organization's specific requirements.

  2. Seek training and assistance: Users suggest getting training on how to use the system effectively. Additionally, some users recommend considering paying someone to set up the system, which can provide guidance and ensure a smooth implementation.

  3. Explore functionality: Users advise spending time in the admin/development side of PatronManager as it can lead to better functionality. Taking the time to learn the system and its capabilities allows for more efficient utilization of the software.

Users also highlight the Salesforce platform and customer-oriented nature of PatronManager. Attending the yearly conference is recommended to learn about new features and gain insights into how others are utilizing the software.

PatronManager is often described as beneficial for mid-size to smaller organizations and for those seeking help with fundraising in their community. Users believe that despite any associated costs, the increase in fundraising provided by PatronManager outweighs its expenses.

Reviews

(1-2 of 2)
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Score 6 out of 10
Vetted Review
Verified User
Incentivized
Gretna Productions Inc globally uses PatronManager as an organization for our CRM software, ticketing platform for performances and for fundraising. Each department has their respective uses for the platform, however, due to the multi-faceted resources available in the system, we are able to use simultaneously and see each other's work. PatronManager allows us to sell tickets easily virtually, and allows us to connect purchase history with giving history or vice versa.
  • Ticketing.
  • Integrations.
  • Affordable.
  • Reporting features are difficult to use.
  • Built for orgs that have IT management, challenging at a small shop.
  • Not easily customizable.
PatronManager is probably best for a larger organization with a dedicated technology expert because a lot of the features require someone to understand the back end a little bit more, especially when you need help (and a lot of the webinars or feature releases are way over the average person's head!). Data mining becomes frustrating because the reporting features are very backwards.

PatronManager is very user friendly on the ticketing center and its easy to train new employees on this side.
  • Ticketing.
  • Donor management.
  • MailChimp segmentation.
  • PatronManager has saved us a lot of money compared to former ticketing software (Vendini).
  • PatronManager has less ticketing fees associated, enabling audiences to up their purchase with an add-on donation that we get to keep.
Raiser's Edge is the Ferrari of CRM software - it's beautiful and there are so many great features for all levels of giving, however, unless you are at a huge organization, this is a little too much. I loved using Little Green Light for its intuitive user friendly platform, but does not have the ticketing capacity needed to seat a 700-seat theatre, for up to 30 productions a year.

PatronManager was the product that was best value for what we were getting for a small organization.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use PatronManager in our Development, Marketing, and Box Office departments. The platform provides accessible CRM capabilities in a user-friendly interface. Reporting across departments is seamless and easy to accomplish with Patron Manager's intuitive user interface. Support is readily available from PatronManager staff at all times. In addition, as this is a Salesforce-backed program, we have access to the wide variety of third-party plugins to integrate with our system.
  • Building custom reports is intuitive and user friendly.
  • Integration with third party apps such as MailChimp is seamless and functional.
  • Support requests are handled quickly, and the annual user conference offers special training and in-person demos.
  • I would like to see more features for fundraising gala planning + execution integrated into the system.
PatronManager is a great tool for building and managing your donor and ticket buyer lists, allowing you to leverage your collected data with custom reports and campaigns.
  • Since moving to PatronManager in 2011, we have seen a marked increase in paid attendance and contributed revenue.
  • e-tapestry and raiser's edge
The PatronManager user experience is far superior, and custom report-building is the easiest I have ever seen on a CRM platform. Pricing is also competitive, and customer service + support far exceeds other platforms I have used in the past.
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