About Preferred Patron


Preferred Patron is a customer loyalty management solution designed for companies of all sizes that offers incentive promotions, visitor loyalty management, multi-channel marketing and gift card management functionalities within a suite. The solution is available both in cloud-based and on-premise deployment options and features a mobile application for both iOS and Android devices.

Preferred Patron features an incentive promotions module that enables users to manage different types of promotions such as cash backs, appreciations, recognitions, referrals and mystery awards. In addition to this, users can also roll out a tablet-based visitor engagement solution where they can incentivize customers visiting their stores.

Preferred Patron features multi-channel marketing, which allows users to design and send customized loyalty campaigns through multiple channels including email, SMS messages and social media.

With the help of RESTful API, users are able to integrate the solution with their e-commerce websites and roll out loyalty programs on their business websites. Users can also integrate with popular business systems such as accounting, point of sale systems and mobile applications.



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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

76 Reviews of Preferred Patron

Average User Ratings

Overall

4.95 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(72)

4 stars

(4)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 76 reviews

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August 2018

COURTNEY from 1974

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

Operations Director

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.

April 2018

Alan from Pro Age Medical & Aesthetics

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

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

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.

April 2018

Leighann from Alvetro Orthodontics

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

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

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!

April 2016

Donna from Breezes Cafe & Grill

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

April 2016

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

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.

April 2018

Donna from ReNew Medical Aestetics

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

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

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

Response from Preferred Market Solutions of Preferred Market Solutions, LLC.

Replied April 2018

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

April 2018

Jeff from Dodds Shoe Co

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

Fantastic Product, Fantastic Service

Improved customer loyalty and communication of special events, sales and announcements to customers.

Pros

The software is very powerful but easy to use. Good functionality and good reports along with cloud storage make the software pretty much worry free. The user also owns the data, so if you decide it doesn't work for your company, you get to keep the data. New staff members are able to use the software within minutes. Also, the technical support is fantastic. In a world where most tech support is lacking, the people at Preferred Patron pick up the phone and work with you until any problem is fixed. A rare thing these days.

Cons

I really don't have anything bad to say about the software. If I had to pick one thing, I guess the software updating process could be a little easier and/or automated, similar to Windows updates.

September 2014

Igor from ISB Inc

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

September 2014

PROBABLY MOST AMAZING LOYALTY PROGRAM (yes BY FAR BETTER THAN royalty rewards i said it)

I am a member of the restaurantowner.com they recommended us Royalty Rewards - so fine, went through their scphiel, watched the video, and yes I was impressed. Then I did research on others just so I know how to approach these sales calls. Came across PreferredPatron, scheduled a demo with Brett. Let me tell you when I saw the features of Preferred Patron to that or Royalty Rewards I asked the rep from Royalty Rewards to stop calling me trying to close a sale. I'll be honest, the reason why is because they only took birthdays and thats it. I signed up with Preferred Patron, they explained the softweare amazing, I'm still learning all the amazing features. You will not be disapointed - I dont usually do reviews as the marketing guy because I have soemany projects but I have to tell you you need to get this program. I love data, i love data mining, i love targetting. SINGLEHANDEDLY MAIN REASON I BOUGHT THIS PROGRAM VS ROYALTY REWARDS IS BECAUSE IT LETS ME NURTURE THE GUEST RELATIONSHIP IN A PROFITABLE WAY AND KNOW THEIR SPENDING PATTERSN. the other one just sent a card out (AT A MUCH MUCH MUCH HIGHER COST). and let me tell you i see it every month when we do ROI on our marketing, our anniversary spending guests BY FAR spend more than the birthday guests! and royalty rewards doesnt even TOUCH anniversaries! save yourself headache, these guys know their stuff, they are avialable for help (even on weekends!), they take their time with you. i also belong to a local chamber and want to suggest to other 10 businesses to sign up for this but I DONT WANT TO BECAUSE I FEEL THIS IS MY COMPETITIVE ADVANTAGE! our servers love this, its easy to use. our managers love it because it does everyhthing and eliminates million promotional codes. the only con to it is that it looks like a 1990's program it could be a bit more modern ..... i also thought a con was that it could only be used on windows and not macs ... but you know what ... i have a remote access program you can downlod and it'll let you remotely access pc from the mac and you can still you do your thing so its not really a con. the guys are there if you need help anyway, they legit return phone calls! asap! love love love it

April 2018

John from The Toy Factory

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

My overall experience with Preferred Patron has been nothing less than outstanding in all aspects!

Pros

The entire process was very easy to begin with. When I first called in, I spoke with customer care who set-up the account. Agent called me within a day or two and began to get the Loyalty Rewards program up and running. He was very instrumental in tailoring a program that met my needs as the owner of a Collectibles Card Shop/Tournament store. I cannot say enough about how helpful he was and continues to be.
the customer service representative is very responsive and knowledgeable. He is also a pleasure to deal with. Utilizing the Loyalty Rewards system, at my store, has made a significant difference in the overall credibility of my store. It depicts how much I appreciate the value of my customers and the value they bring to it. I am so glad that I chose to use Preferred Patron for my Loyalty Rewards Program.

Cons

I really have nothing negative to say about the software. The only problems that I have had is when Windows decides to update itself. They have to access the tablet to correct the problems that any automatic updates cause.

June 2016

Jeff from Dodds Shoe Co.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2016

Great Product and Great Company

What a pleasure doing business with such a responsive company. We've been in business for 52 years and have dealt with hundreds of companies during that time and I can tell you that the people at Preferred Patron are among the best. It was very important to us that we deal with a reputable, responsive company...someone that will be there if there is a problem and I can tell you that you can rely on them. From the beginning, they took the time necessary to answer pre-sale questions and since that time, they have answered all of our software use and technical questions very promptly. The product is very powerful and feature rich, but it's easy to use at the same time. There is more to this program than we may ever use, but it's nice to know that additional features are there for the future. There were a couple of minor bugs in the software, but when we reported them, they were dealt with quickly and to our complete satisfaction. Preferred Patron also implemented a couple of our suggestions to make using the software a little easier.

Pros

Reliable, free trial, affordable, ease of use, powerful but simple.

Cons

I wish it was integrated with our POS software so there is less manual entry. That said, I believe they told me it was an option I could pursue. If that option is available, we haven't pursued it yet.

April 2018

John from The Bulldog Pub

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2018

Excellent return on our investment. This platform has helped us grow our business faster.

Sales growth Greater customer loyalty Reduced advertising costs

Pros

A perfect combination of a loyalty, customer retention and promotion systems. Our business has grown faster since using this product and I feel its worth every penny and then some ! The platform is always receiving improvements that make growing our business even easier. Customer support for this product is excellent ! They spend as much time as needed to help you through any issue or question...not that you'll need a lot of support but its nice to know its available !

Cons

The only real gap is more accessible documentation. The support for this product is amazing, however at times I feel that having some form of online or quick access information on some of the features (especially new ones) would be helpful. This being said, a quick call to customer support has always proven successful.

April 2018

Jessica from Cal State Vape

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

April 2018

I choose Preferred Patron 4 years ago because they were the only ones offering SMS text messaging.

Approximately 90% of my customers are enrolled in the program. With this program we have established a relationship with those customers. They benefit by getting 5% cash back on all their purchases and I benefit by being able to reach out to all my customers with Flash Sales that increase sales by approximately 20% on the days I do the SMS text blast.

Pros

I like how easy it is to create SMS text message marketing campaigns. The customer service is top notch. I went to send out an SMS blast on Thanksgiving and I didn't have enough credits.

Cons

The templates for email blasts are very confusing. It is not user-friendly. I stopped using the email marketing campaign part of my account and I now send all my emails through Constant Contact.

April 2018

Kevin from LEONE

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

The Preferred Patron team are professional, knowledgable and very helpful.

questions are short and sweet!

Pros

The Preferred Patron Loyalty products allows any size business to cost effectively implement a Reward Program to both keep and increase their customers' loyalty. The product is very flexible and can be easily customized to meet any corporate needs. The product also provides extensive reporting features to help you track your Reward Members' activity and the responsiveness of any specific campaigns. Great customer support team!

Cons

Although the inital setup of our "Leone Luxury Rewards Program" was complicated given the various reward tiers and associated bonus offers, the customer support team at Preferred Patron were extremely helpful, knowledgable and responsive.

October 2018