Preferred Patron Software


 

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.

 

Preferred Patron - Back office marketing manager
 
  • Preferred Patron - Back office marketing manager
    Back office marketing manager
  • Preferred Patron - Front desk
    Front desk
  • Preferred Patron - Monetary based solution
    Monetary based solution
  • Preferred Patron - Multiple devices
    Multiple devices
  • Preferred Patron - Mobile app
    Mobile app
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

52 Reviews of Preferred Patron

Showing 1-20 of 52

 

Start your review of Preferred Patron

Click to start
https://www.softwareadvice.com/customer-loyalty/preferred-patron-review/

Jeff from Dodds Shoe Co
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Fantastic Product, Fantastic Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Alan from Pro Age Medical & Aesthetics
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

Kevin from LEONE
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

John from The Bulldog Pub
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

John from The Toy Factory

April 2018

April 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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. Then Matt has to access the tablet to correct the problems that any automatic updates cause.

Review Source: Capterra
 

Bruce from Accent on Eyes

April 2018

April 2018

Great experience! Knowledable and friendly, walked me through the whole program quickley

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ease of use, and seperate tablet for customer use, ability to text directly to customers with ease. Also the abilty to send emails with customer points so they are most likley to open them.

Cons

I really don't have any major issues, except not any fault with the software, we as a group, aree not as diligent in setting up customers on the loyalty software. if you are going to buy this, use it all the time.

Review Source: Capterra
 

Leighann from Alvetro Orthodontics
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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!

Review Source: Capterra
 

Billy from Soccer Zone

January 2018

January 2018

It was a pleasure and great experience working with Preffered Patron. Very helpful and easy to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I loved the fact that it was so simple to use and any time i had a question or forgot how to do a certain thing, they were just a call away and were always very helpful.

They made me feel valued and like they always cared what was best for me and my company and even had great suggestions on tactics to lure customers to my store.

Review Source: Capterra
 

Jeanie from MoM&PoP

October 2017

October 2017

Outstanding, Excellent, and Punctual

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Couldn't be more grateful to have come across preferred patron. They're honestly the best investment you'll ever make and can rely on them to the fullest. Customers are fully satisfied and i love using it!

Pros

User Friendly, Professional, Customisable, Affordable, Reliable, Multi Functional, plenty of marketing campaigns to choose from, capability to suit your business needs as well as your customers, and so much more!

Review Source: Capterra

  Response: Preferred Market Solutions, Preferred Market Solutions, LLC.

Date: October 2017

October 2017

 

Thank you Jeanie. It's been a pleasure supporting your team during the launch of your MoM&PoP Community Loyalty Program across Long Island. We are impressed at how fast you hit the ground running, building an impressive base of participating merchants, in such a short time frame. We're confident in your success and proud to be powering your MoM&PoP program with our Preferred Patron technology! The benefits to the Long Island Community and associated charities is certainly a win-win for everyone!

 

Ed from MC Sports

February 2017

February 2017

Incredible Loyalty Platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our company's rewards program, which runs on Preferred Patron's loyalty platform, has become the cornerstone for all our direct to consumer engagement strategies. Supporting 75 stores and over 1.4 million members, Preferred Patron has proven to be scalable, reliable, and easy to integrate. The team at Preferred Patron is as responsive as any I have ever worked with; often turning projects around in less than 24 hours. Most importantly, Preferred Patron is not a one size fits all solution. They've worked with my company to develop a strategy that fits our unique business needs. They're, not just a great platform, they're a vital strategic business partner.

Edward Rix
Vice President Marketing - MC Sports

Review Source: Capterra
 

Eileen from Gregg Orthodontics

February 2017

February 2017

Awesome customer service!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We had been searching for a program that was fun for the patients, but also easy for our team to use. There was no doubt that Preferred Patron was the best fit for our fast paced office! With the smooth operating system and outstanding technical support from Matt, we couldn't be happier! Our patients are so excited to find out how many points they have earned at their visit and are motivated to want to earn more! Thank you Preferred Patron for going above and beyond!!

Review Source: Capterra
 

Jeremy from Red CAvalier, LLC

December 2016

December 2016

Loyalty Made Easy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The ease of roll-out and flexibility of this product is amazing. My rep and their team were very helpful in getting us what we needed and rolling as fast as possible.

Review Source: Capterra
 

Katy from Local Product of Colorado

November 2016

November 2016

I Love Your Tech Support!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Thank you for having an accessible, polite and HELPFUL support line ready for me! Made learning how to use the patron so much easier and you guys totally SAVED MY DAY! Have so much more business coming in since Brett helped me figure out how to use the back office Promotions!! Thanks so much!

Review Source: Capterra
 

Jeff from The Health Hut
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2016

October 2016

Well Above Expectations

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our small business had very specific needs and after much research found Preferred Patron. After learning the system and training on it we were quite pleased with the ease of use and my wife was especially pleased with the marketing abilities. I must say that we had 1 little speed bump on the install on one of our 6 registers; Brett at PP stayed well beyond hours (around 11pm) determined to fix it and he did! His willingness to help was a breath of fresh air compared to some other vendors we have used over the years. One last note: Yesterday I had a general training question and while I had them on the phone asked if I could have something changed in the software. He said that it was a fixed icon and probably not. Unbeknownst to me after we got off the phone he spoke with the guys that write their code and totally made it happen! I received a call a few HOURS later with, "hey Jeff I have some good news". He updated the software on our system in less than 10 minutes and it was done as I had asked. Being in a customer service based business I cannot say how much I appreciate the willingness for someone to go above and beyond to make a customer happy. We are a happy customer and have not even taken advantage of the marketing side of this software yet. Can only get better from here -Jeff Sheldon, Owner The Health Hut, Happy Customer

Pros

Ease of use and willingness of company to help with any issue we may have.

Cons

None yet

Review Source: Capterra
 

Jeff from Dodds Shoe Co.
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2016

June 2016

Great Product and Great Company

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Advice to Others

Try it, you'll like it!

Review Source: Capterra
 

Donna from Breezes Cafe & Grill

April 2016

April 2016

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

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Review Source: Capterra
 

Deborah from Firing Line LLC

April 2016

April 2016

Excellent customer service for any issue small or large.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I did about 6 months of research and decided to go with Preferred Patron. It allows us to have various levels of rewards, the system was simplistic, and I found the company contacts to be responsive.

We found after about 9 months that it wasn't working for us; we asked to make some changes and I honestly thought we would have issues with a down grade. This was a non-issue; they were accommodating, answered the phones and tech support helped us on Saturdays and Sundays. The tablet version is just what we need and we are super happy to have Preferred Patron as our choice for a loyalty card.

We highly recommend them as professionals. They are very helpful, courteous, and respectful of any and all questions. They are willing to jump on a call and walk you through the program, help set it up, and share their expertise. It was more than I expected and I was very happy to have that support.

This morning I received the invoice and noted it was incorrect. I emailed and within a half hour I had a response that they are correcting it!! What better service can you get than that?!

Our customers love the simplicity of taking control of their points each time they come in; some have called our tablet "fancy". But in truth, it's really easy for everyone. Even the older generation get it and love it.

Review Source: Capterra
 

Devin from label.m-USA

February 2016

February 2016

I have never worked with a partner company with so much experience and patience!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Getting into a loyalty software program took quiet a bit of research, time and of course, explanation. After speaking to a few companies, there was no doubt who we were going to choose. Our customer service rep. has been with us every single step of the way.
The most thorough explanations, verbal, as well as email. Distance isn't an issue with this company. They certainly will bend over backwards to ensure you have a clear vision on the route you are taking your company.
Never question, lack of knowledge, time or convenience as P.Patron will make sure your experience is exceptional.
Thank you Brett --- our team loves you!

Review Source: Capterra
 

Bryan from The Yogurt Cafe

February 2016

February 2016

The Preferred Patron Loyalty Program is Perfect for Us!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Two years underbelt and I'm still very satisfied! I operate a small chain of self-serve yogurt cafes with two check-out registers at each store. I had originally thought about a tablet system by Belly. I see it in use a 7-Eleven. However, I wanted a spend based system instead of a visit based "check-in" style solution, as I believe a family of 5 deserves more credit than a individual customer, so a "check-in" based solution would not work that well for us.

I was initially hestitant about using a cashier facing system. I was concerned that our lines would get backed up if we had to spend time enrolling new customers, as we often have a line out the door. Let me tell you, with this program I quickly learned this was not an issue at all. New customers are simply handed a new card, which we swipe for points immediately on their first visit. Customers earn points based on purchases but cannot redeem those points until they first activate their card online, providing name, email, and phone, either from home or using our in-store customer tablet! There's even a nice "reminder" sticker on the face of the cards, with all necessary directions for activation on the web!

The program runs on a tablet, so it takes little counter space, and it's quick and simple for our cashier's to apply customer points based on sales.

Another aspect I really appreciate is the ability to process Gift Cards (at no extra cost) using this system. No more tracking partial balances for paper certificates in a hand written notebook!

I can't say enough about this system and the support that has comes with it. It works flawlessly and efficiently!

Review Source: Capterra
 

Tiffany from Sail Windjammer

July 2015

July 2015

Amazing Product and Service!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I have had a great experience with Preferred Patron. From the beginning, the customer service has been beyond expectation. Brett answered all of my questions and concerns in a timely manner and helped us figure out how to use this program to best help us. We are a unique being a sailing company and I came across a feature that we basically needed custom to us that wasn't currently available. Within about a week, this feature was created for us and seriously made this software work that much better for our business. We are so impressed that Preferred Patron was able to to this for us and make it work specifically for our business. The set-up and training by Brett (and Anthony) was so helpful and again always quick and precise. Anyone thinking about whether or not to use this company...do not hesitate! GO WITH THEM! You will not be disappointed. Being a business owner, we value other companies that have a strong work ethic and timely communication. Thank you for all of your help and time getting us set up and we look forward to a great relationship for many years to come! From all of us at Sail Windjammer!

Review Source: Capterra
 
 
Write a Review