CRM

Understanding your data, to build relationships

Monad helps you see through the figures to see the people. Our CRM features help you keep audiences engaged and make the most of your memberships and loyalty schemes.

Custom Fields

Fully customisable forms can be configured to capture additional information about your audiences or your events. These can be accessed during the checkout process or at any time via a user’s profile.

This data can be bulk updated for everyone on a list and is also accessible in reports.

Customer Questionnaires

Flexible custom forms can be used to present questionnaires such as “Where did you hear about this event?” during or after the checkout process.

Linked Accounts

Customer accounts can be linked together to show a relationship and display an alert to your team, examples include partners at the same address, parents and their children, employers and their teams.

Membership benefits can be shared across links, meaning joint memberships can allow either user to complete a purchase with discounts or special access.