Preferred Patron software


69 reviews(5.0/5)
69 reviews(5.0/5)

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.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Web browser (OS agnostic) , Windows 2000 , Windows 8 , Windows 10

69 Reviews of Preferred Patron

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  • COURTNEY from 1974

    Number of employees: 11-50 employees

    August 2018

    Operations Director

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Paul from formula ink tattoos

    June 2018

    So far so good... GREAT SUPPORT EVERY TIME

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    hopefully new customers

    Pros

    Just got is so Im figuring things out . Signed up a customer last night. Looking forward to what it will do for our tattoo studio.. we stopped using FIVE STARS because they never call you back. 5 stars should be called -100 stars. WORST REWARDS PROGRAM EVER... DONT BE FOOLED BY 5 STARS... You want the right program then go with these guys...

    Cons

    seems good so far... LOOKS EASY TO USE. Well be running promotions today and sending out the text messages.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Abi from Northumberland Pharmacy- Canada

    Number of employees: 2-10 employees

    May 2018

    It has been amazing

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Client engagement Increased customer loyalty

    Pros

    Ease of use for signing up customers, no long forms- just Name and Tel no., email.
    The customer engagement part is awesome as the emails are customizable, from welcome email to remainder emails and notification email. This can also be turned on or off as needed.
    We are able to integrate it into our POS
    Gives our pharmacy store a leverage to compete with larger chain stores reward programs and assists us to keep more clients in the community.
    It can be customized to any business size and there is something for every business.

    Cons

    Never had any issues since installation and we have not had the need to call support services although they are very responsive when we were doing the instalation.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Fabricio from Cooperativa Mixta Matasiete

    May 2018

    Excellent software

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

    What I like about this program is its low price, it is very powerful and easy to use, it allows you to do SMS campaigns and we benefit in sales.

    Cons

    I am very grateful to this program has helped me to raise my sales, the only thing I can criticize is that my clients have told me that on occasion is slow the program.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

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

    May 2018

    Good News! Our techs were able to identify your modem simply needed a reboot. Modems can sometimes get fouled up and experience less than satisfactory WiFi performance. A reboot often resets it back to normal operation. If the problem persists, we suggest you contact your Internet provider.

  • Jason from Stone-Mart

    Number of employees: 11-50 employees

    May 2018

    Does exactly what we needed it to do.

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

    It's very easy to use and takes only a short while to learn. Importing data is very efficient once formatted correctly.

    Cons

    Aesthetics. That is a bit nitpicky but if I need to describe what I like least in a 100 characters or less it would be the aesthetics.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Amanda from Pawn Pro

    May 2018

    Preferred Patron has contributed greatly to the overall success of our business.

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

    The software allows for customization specific to my business. I am able to reward different customer actions different ways and change it whenever I would like to. I am also a huge fan of the back office controls. I can run easily track the progress of specific promotions, create new ones, and monitor employee performance with ease.

    I also LOVE that Preferred Patron is always trying to make their program better. The introduce new features and keep my business a step ahead of everyone else.

    Cons

    I don't think I have any dislikes. Any questions or concerns I had were always immediately addressed and resolved.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • lori from Pups@Play

    Number of employees: 11-50 employees

    May 2018

    Working with Preferred Patron has been easy and very beneficial to our clients who love receiving pt

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    My clients love earning points and getting services for free

    Pros

    its easy to keep track of services of each client as well as how often they come. Keeping track of clients that haven't been here in a while is also a very useful tool in keeping in touch and reminding them that you are here

    Cons

    not useable on a mac. It would be much easier if i could access the software from any computer I have. Also sometimes it gets confusing as to where to go to access the different tasks that can be done using the system

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Luimer from Telefónica

    April 2018

    Excellence campaign, excellence options

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    With the campaigns we get more directly to our customers and we benefit in sales

    Pros

    It is powerful but simple, low cost but it works wonders, we liked that they had the free trial shows how capable this platform can be, you can create marketing campaigns through sms

    Cons

    We have not had any problems with this platform, I hope we do not have it yet, we also hope that it will continue to be updated as the world progresses

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

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

    May 2018

    Thank you for the positive feedback... In terms of continued updates... fear not! We are always investing in and incorporating new technologies into our solution. We just released our replacement Mobile Wallet app and soon will be releasing a completely new Cloud interface for cashiers, again leveraging today's most popular technologies!

  • joe from Mignon Chocolate

    Number of employees: 11-50 employees

    April 2018

    It is a good software to track and collect customer info

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

    The system is easy to install and use. We easily trained the staff and implemented in our standard daily operations

    Cons

    We believe it is slightly overpriced for just a software use and gathering customer information. We can do it in an Excel format .

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

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

    May 2018

    Thank you for your feedback, Joe. It's been a month since your review and I'm glad to see you have taken the system beyond "data collection" by implementing several trigger and behavioral based campaigns, including Referral and Miss You! Using the data you are collecting, behind-the-scenes the system is continuously, and automatically, analyzing and exploiting many time-sensitive opportunities to engage your customers and improve growth!

  • Donna from ReNew Medical Aestetics

    Number of employees: 2-10 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

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

    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

  • paul from cigar vault

    Number of employees: 1 employee

    April 2018

    excellent

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The access to better be in contact with my patrons.

    Pros

    what i like most about this software is that is simple to use and like that it advertises my logo well on the tablet.

    Cons

    what i like least about this software is that the interface could be a bit bigger. Buttons are a bit small.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

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

    May 2018

    Hi Paul. Thank you for the kind words about our software. To address your concerns regarding button size, we are shipping you a larger tablet, which will increase the size of the interface and buttons for you. A representative will be contacting you to review. Thank you again!

  • Marlon from Niky's Sports

    April 2018

    Extremely satisfied with the program. My customers love it and I appreciate their loyalty.

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

    Ease of use and ll the data i get. I can have sales that cater to a specific type of customer. To promote a sale, for example, I send one email and I'm connected directly to thousands of customers.

    Cons

    Not much to dislike. The program is great very easy to use, extremely functional. I am very satisfied and I'm also aware that I haven't used it to its full capability.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jessica from Cal State Vape

    Number of employees: 2-10 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Heidi from Bow chika Wow Town

    April 2018

    We switched to Preferred Patron for the cost savings initially.

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

    We are pleased with the ease of use. The response time from Customer Service is exceptional. The online Customer Portal seems to be a hit with our clients

    Cons

    We wish there was an integration between this program and our POS system so that managing our clients rewards was not a manual process.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Gerald from Mall 205 Chevron Car Wash

    April 2018

    Sure glad I went with this company!

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

    Great value for the dollar, start to finish customer reps. have been very available always to help us out. We just use a basic program but it is SO customizable! Just using it in our basic way it is a big improvement over our previous program. I looked at 3 other companies and as I said glad we went with Preferred Patron!

    Cons

    The only thing I could think of that would have helped would be better local customer recognition. Your program is you own very customizable and easy to monitor and improve. For the small amount of effort I have put into this it has delivered.
    Also maybe more POS might be nice to see more examples by business type.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Penny from Cooks's Pharmacy

    Number of employees: 11-50 employees

    April 2018

    We have been a Prefered customer for 2 years now and I have never had any problems with this system

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Customer approval

    Pros

    The soft ware is easy for a cashiers to use. I am able to train a cashier in one setting how to use it. The customer service is very friendly , I need a new intall and they did it right then and there in a matter of minutes I was back up and running !

    Cons

    I really cannot think of a down side. My customers are happy, If I took this program away I would have a revolt on my hands. The employees are happy so I have no complaints

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Tim from Danville Nutrition Center

    Number of employees: 1 employee

    April 2018

    Simple to integrate and a valuable customer service tool.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Doesn't take a large amount of my time to operate the program which allows me to spend more time with my customers.

    Pros

    Customers can look up their reward points in real time. I can easily keep track of customer trends and redemption of rewards. Easy learning curve. Exceptional tech service from the company. Compared to my previous reward program Preferred Patron is a much welcome change.

    Cons

    Initially I had to purchase a window based tablet because my store still runs on an electric cash register and not a POS system. I found one reasonably price online.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jeff from Dodds Shoe Co

    Number of employees: 11-50 employees

    April 2018

    Fantastic Product, Fantastic Service

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Alan from Pro Age Medical & Aesthetics

    Number of employees: 2-10 employees

    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
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Kevin from LEONE

    Number of employees: 11-50 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
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