Who Uses This Software?

Small, medium and large businesses across diverse industries throughout the US, Canada and England. Perfect for independent merchants, chain stores, communities and franchises. B2C and B2B

Average Ratings

77 reviews
  • Overall 4.9 / 5
  • Ease of Use 4.9 / 5
  • Customer Service 5 / 5
  • Features 4.8 / 5
  • Value for Money 4.9 / 5

Product Details

  • Starting Price US$69,00/month
  • Pricing Details Starting at $69/mo
  • Free Version No
  • Free Trial No
  • Deployment Cloud, SaaS, Web
    Installed - Windows
    Mobile - iOS Native
    Mobile - Android Native
  • Training Live Online
    Webinars
    Documentation
  • Support 24/7 (Live Rep)
    Business Hours
    Online

Vendor Details

  • Preferred Market Solutions
  • https://www.preferredpatron.com/
  • Founded 2004

About Preferred Patron Loyalty

Run your own branded loyalty program! You get an advanced rewards program with incentive campaigns and built-In multi-channel communication with autopilot operation. Recognize customers for purchases and/or visits, increase customer retention and foster growth. This is NOT a community program; you own ALL your data! Web, Tablet, Mobile and PC interfaces available.

Preferred Patron Loyalty Features

Vendor has not completed this information.
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
Vendor has not completed this information.
Vendor has not completed this information.
Vendor has not completed this information.
  • Content Management
  • Content Moderation
  • Discussions / Forums
  • Event Management
  • Group Management
  • Ideation / Crowdsourcing
  • Member Directory
  • Membership Management
  • Social Media Management
  • Website Management
  • Case Management
  • Complaint Classification
  • Corrective Actions (CAPA)
  • Customer Complaint Tracking
  • Feedback Management
  • Forms Management
  • Issue Tracking
  • Quality Assurance Management
  • Routing
  • Self Service Portal
  • Social Media Monitoring
  • Survey Management
  • Audience Targeting
  • Brand Management
  • Campaign Management
  • Categorisation/Grouping
  • Conversion Tracking
  • Distribution Management
  • Editorial Calendar
  • Multi-Channel Publishing
  • Publish Scheduling
  • SEO Management
  • Social Media Management
  • Video Management
  • Batch Communications
  • Chat / Messaging
  • Content Management
  • Email Distribution
  • Interactive Content
  • Multi-Channel Communication
  • On-Demand Communications
  • Personalization
  • Print Management
  • Template Management
  • Video Content
  • Analytics
  • Churn Management
  • Communication Management
  • Community Management
  • Content Syndication
  • Feedback Collection
  • Gamification
  • Live Chat
  • Video Content
  • Analytics
  • Customer Segmentation
  • Dashboard
  • Feedback Management
  • Knowledge Management
  • Multi-Channel Data Collection
  • Predictive Analytics
  • Sentiment Analysis
  • Survey/Poll Management
  • Text Analysis
  • Nomination Tracking
  • Program Notices
  • Reference Usage Tracking
  • Reward Distribution
  • Search
  • 360 Degree Feedback
  • Analytics
  • Call Reporting
  • Complaint Monitoring
  • Feedback Collection
  • Survey Management
  • Account Alerts
  • Account Management
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • Onboarding
  • Revenue Management
  • Usage Tracking/Analytics
  • Win / Loss Analysis
Vendor has not completed this information.
Vendor has not completed this information.

Preferred Patron Loyalty Most Helpful Reviews

Operations Director

Reviewed on 2018/08/14
Courtney L.
Operations Director
Retail, 13-50 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Overall Preferred Patron is a great loyalty program. They have really spent time understanding how retailers market and what they need to create effective marketing campaigns. This program is intuitive and easy to use solution and most importantly very pliable and customizable. Anytime I have a question or I think of something new I'm not sure how to do I pick up the phone and just ask. The team is always happy to answer my question or walk me thru a new process.

Pros: I used to use a loyalty program that sent customer rewards via direct mail. Before deciding to sign up with Preferred Patron I was concerned about migrating to an entirely electronic based rewards program. My primary concern was that the direct mail our customers were receiving in their mailboxes weekly was driving their shopping frequency. After seeing a very personalized demo and realizing how helpful the team at Preferred Patron is I decided to go with Preferred Patron as our loyalty program. The onboarding process was simple and painless. They migrated our list from our last program into theirs very easily. Once our list was live I was walked thru basic training. Including the steps of creating a personalized automatically generated monthly email my customers receive telling them how many points they have. It has not decreased the shopping frequency at all, in fact, our frequency has increased because we are able to target specific customers categories and create targeted marketing campaigns. This system is so much easier than our last loyalty program. Our customers love that they do not have to keep track of paper cards and they can access their points when they are ready to make a purchase. The customer kiosk is easy to use for existing customers and makes it very easy to capture new customers right at the point of purchase in one step.

Cons: I have not come across anything that has caused us issues.

I've been a client of Preferred Patron for a few years now, I have always had a positive experience.

Reviewed on 2018/04/17
Alan G.
Owner / Director
Health, Wellness & Fitness, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: We are very happy with all of the features that Preferred Patron offers, they are up to date with current trends in marketing solutions, they offer excellent help and suggestions and work with you one on one if you should need it.
Preferred Patron allows for us to offer discounts of services and product to those who are supporting our business and weed out those who just want the "cheapest" price at the time.
Preferred Patron also allows us to reward people with additional and unique services that they might not otherwise try.
The automation aspect is particularly useful allowing me to focus my attention elsewhere.
Our clientele routinely receive their automated email and call the office to schedule, at least 65% end up with an additional product or service with little or no additional direct effort on our part!
My employees that utilize the system every day find that it is very quick and easy when assisting our clientele, they are also able to easily converse with them to set up goals to reach their next reward.
Most common things that we utilize include: Rewards Program (obviously), referral program, reminders, raffles and surveys. The text messaging is also very helpful and used very frequently.
Preferred Patron had really made a positive difference in my business and I couldn't imagine having to do with out it.

Cons: I can't really think of any cons to speak of... if I have to say something it would be keeping up with all of the new innovative features that get added.

An amazing product, excellent customer service, prompt support; you'll be a loyal customer for life!

Reviewed on 2018/04/11
Leighann J.
Orthodontic assistant
Medical Practice, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Increased visibility thanks to the customized rewards cards, ease of use vs our previous rewards system, and a convenient solution for storing customer info and contacting them on special occasions or about promotions.

Pros: Preferred Patron is so unbelievably user friendly! Our initial implementation of the program was quick and easy, and we loved how we were able to really customize it for our needs. We've been using the program in our high volume, fast paced orthodontic office for over 7 years, and haven't once considered changing. Our patients enjoy being able to log into the online portal hosted on our website to check their point balance and available rewards, and we love that the portal helps drive traffic to our site. Preferred Patron takes customer service to another level; I've literally never had a question or issue that wasn't resolved same day, typically within minutes. Brett's been outstanding in every single interaction, and his nearly immediate help and support really makes us feel like we're their only customer.

Cons: We've had nothing but excellent experiences in interacting with Preferred Patron and have recommended them countless times. I'm honestly trying to think of a single con and it's just not possible!

Preferred Patron is "Boss" in this industry!!!

Reviewed on 2016/04/20
Donna M.
Owner & General Manager
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
Features & Functionality
5 / 5
Customer Support
Value for Money

Comments: I learned about Preferred Patron from one of our patrons (a dentist), who was currently using this product and saw that I was using Royalty Rewards. Upon comparing our experiences and cost, I knew immediately that I had to contact Preferred Patron, which I did soon after. Upon learning of the various options, pricing and available resources, I could have kicked myself for having spent more than 3 times as much for a product that offered less in the areas that mattered most to our business. As a business owner who is also a CPA, I use the cost-value approach in managing our financial & other resources. Two of my biggest contentions with Royalty Rewards are: 1) their products and services are bundled in such a way that you MUST pay for what you don't need, use or care about, therefore a higher price tag is forced upon you; and 2) they have a convoluted way of calculating ROI (Return on Investment) that makes it seem that because of their product, your returns are higher. This could not be more false because they are included in the equation, clients that you have cultivated and retained prior to signing up with them. The bottom line is that we was not getting the value we needed for what we were paying and another solution was necessary. For me, Preferred Patron is "Boss" because they understand that their role is to help the business owner keep current patrons happy while acquiring new ones ... it's that simple! They do this by providing an excellent product with options to CHOOSE from, based upon what is right for your business and budget with the option to upgrade your plan as as your business grows. I signed up with Preferred Patron about six months ago and intentionally waited this long to do a review because for me, service and support is equally, if not more important than price. Some company are great during the acquisition phase then leaves you to fend for yourself ... not Preferred Patron! From the inception to a today (literally), they have responded to ALL of my request for support whether it is explaining features in the software or signing in to my computer and providing step-by-step guidance on how to get a critical promotional email formulated and sent out ... they have responded timely to all of my request for help and support. Thank you Brett et al. ... from the inception to today, you've always taken the time to provide the help I needed.

This is a very user friendly and effective software to help keep track of our clients

Reviewed on 2018/04/27
Donna D.
Patient Accounts Manager
Cosmetics, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: To be able to keep track of our clients on the last time they have been in our office

Pros: I like the verifying e mail toggle to make sure that the clients have given us a good email address.

Cons: the birthday and miss you points we have set up does not always work. I have to make sure I click the correct points in 2 different places to make sure that the points take effect

Vendor Response

by Preferred Market Solutions on 2018/04/30

Hello Donna. Thank you for your feedback. We're glad to hear, after a solid 2.5 years on our system, that it continues to demonstrate value to your business.

Good News! I was able to quickly identify the problem you are experiencing with automatic point credits and applied the necessary changes to your account to make all that work!

Going forward, any point credits associated to any of your campaigns will automatically deposit to the members accounts!

(This was simply as setup parameter not being enabled on Birthday, Anniversary and Miss You campaigns in your account.)

Thank you again
The Preferred Patron Staff

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