Preferred Patron

preferredpatron.com
Customer Success
Weekend Project

Customer Loyalty Software to Improve Customer Retention

How to Replace Preferred Patron

Overview

Preferred Patron is a customer retention system for small businesses, mid-market, franchise, and enterprise organizations that helps increase visit frequency, raise average order value, and grow lifetime value through loyalty programs, messaging, and AI automation. The platform enables businesses to launch points-based rewards, tiers, gift cards, and automated SMS/email campaigns from a single dashboard while tracking retention and revenue impact in real-time.

Features

47 features across 15 categories

AI(1)

AI Message AssistantAI

AI-powered tool powered by OpenAI to create on-brand Email, SMS, and in-app messages faster

Also in: monday.com, Notion, Airtable

Analytics & Reporting(5)

Advanced Metrics & KPIsPremium

Enterprise-level advanced metrics and key performance indicators tracking

Customer Segmentation

Segment customers based on behavior and demographics for targeted marketing

Real-Time Analytics

Track retention and revenue impact metrics in real time with detailed reporting

Regional RollupsPremium

Aggregate and view loyalty program data across regional locations

Visual Dashboard

Intuitive visual dashboard for monitoring loyalty program performance and customer data

Also in: Ivanti, Ramp, Stampli

Automation(4)

AutoPilot Operation

Automated loyalty program operation with minimal manual intervention

Email Marketing Automation

Automated email campaign creation and delivery to loyalty program members

Promotion Automation

Automated promotional campaign management and delivery

SMS Marketing Automation

Automated SMS message delivery with 95% open rate for customer engagement

Also in: monday.com, Notion, Airtable

CRM(1)

CRM with Segmentation

Customer relationship management system with advanced segmentation capabilities

Also in: monday.com, Setmore, HubSpot

Ecommerce(2)

Online & Mobile OrderingPremium

Support for online and mobile ordering integration with loyalty programs

Online Gift Card SalesPremium

Sell gift cards online and through mobile channels

Engagement(1)

Gamification

Gamification strategies to increase customer engagement and repeat visits

Hardware(1)

Kiosk DevicePremium

Physical kiosk hardware designed for durability and reliability in retail environments

Integration(4)

API for Distributed Mobile AppsPremium

API support for distributed mobile application deployments

Import/Export Tools

Flexible tools to import and export customer and transaction data

REST API

REST API library for custom integrations and data synchronization

Webhooks

Webhook callbacks for real-time event notifications and integrations

Also in: monday.com, Notion, Airtable

Marketing(7)

Advanced Behavioral MarketingPremium

Sophisticated behavioral-based marketing automation and targeting

Advanced Email Designer

Advanced email template designer with customization options

Brand-Safe TemplatesPremium

Pre-built brand-compliant templates for campaigns and communications

Marketing PackagesPremium

Pre-built marketing packages for easy campaign setup and execution

Product/SKU Level Marketing

Target marketing campaigns at specific product or SKU level

Review Collection & Hosting

Collect and display customer reviews to build social proof and trust

Targeted Offers

Create and deliver targeted promotional offers to specific customer segments

Member Access(5)

In-App Redemptions

Enable customers to redeem rewards directly through the mobile app

Kiosk Application

Kiosk software for in-store customer enrollment and loyalty management

Mobile App (iOS & Android)

Native mobile applications for iOS and Android platforms for customer access

Mobile Web Portal

Web-based portal accessible on mobile devices for customer loyalty management

Preference Management

Allow customers to manage their communication and loyalty preferences

Operations(3)

Multi-Location Support

Manage loyalty programs across multiple business locations with centralized controls

Multitenancy CapabilityPremium

Support for multiple tenants/brands within a single platform instance

Roles & PermissionsPremium

Granular role-based access control and user permission management

Rewards(8)

Cash-Back IncentivesPremium

Offer cash-back or discount-based loyalty rewards to customers

Digital Stamp Cards

Offer digital punch/stamp loyalty cards instead of physical cards

Gift Card Programs

Manage closed-loop plastic and electronic gift card systems with multi-location support

Instant DealsPremium

Launch instant deal programs for quick customer engagement

Instant Download RewardsPremium

Customers can instantly download digital rewards after redemption

Points-Based Rewards

Launch and manage point-based customer loyalty rewards programs

Tiered Loyalty Programs

Create achievement-based tier systems for customer segmentation and rewards escalation

Virtual/E-Gift Card Delivery

Deliver digital gift cards electronically to customers

Security(1)

Data GovernancePremium

Enterprise-level data governance and compliance controls

Services(3)

Account Setup by Experts

Professional account setup and configuration services provided by expert team

Rollout/Success ServicesPremium

Professional implementation and success management services for enterprise deployments

Software CustomizationPremium

Custom development and customization services for enterprise clients

Support(1)

Priority SupportPremium

Priority customer support for faster issue resolution

Pricing

Small Business

from $29/mo
  • Points or Stamps
  • Gift card programs
  • Email/SMS automations
  • No member limit
  • 1-3 Locations
  • SMS & Email Marketing Included
  • AI-assisted
  • No contract (month-to-month)
  • No setup fees

Growth (Mid-Market)

from $199/mo
  • Tiers & targeted offers
  • Segmentation & analytics
  • Multi-location capable
  • No member limit
  • SMS & Email Marketing Included
  • AI-assisted
  • Annual agreement required
  • $500 setup fee

Enterprise

from $10,000/month
  • Advanced metrics & KPIs
  • Data governance
  • Brand-safe templates
  • Advanced customizations
  • Rollout/Success services
  • Up to 300 Location Allowance
  • Up to 1,000,000 Members
  • SMS & Email Marketing Included
  • AI-assisted
  • Annual agreement required
  • $500 setup fee

E-Commerce

$499/month
  • REST API
  • Webhooks
  • Single Brand
  • 10,000 members/license
  • API-First Solution

Gift Card Only

$30/month
  • Closed-Loop System
  • Plastic & Electronic Gift Cards
  • Multi-location
  • Unlimited Gift Cards
  • Online Sales Module Available

Community Deals

$30/mo per location ($99/mo base)
  • White-Labeled Instant Deals
  • Online Coupons & Deals
  • Deals Portal
  • Minimum 5 Locations

Community Connect

$59/mo per location ($99/mo base)
  • White-Labeled Agencies
  • Community Portal
  • Community Loyalty Program
  • Keep It Local Marketing
  • Minimum 3 Locations

Integrators

Custom
  • Solutions Partner for POS Companies
  • State-of-the-Art Loyalty Marketing
  • Special Pricing
  • Flat monthly rate
  • No Minimum Quota

Affiliates

20% Commission
  • Sales Partner Program
  • Retail Pricing w/Commissions
  • 20% Commission Paid Monthly

Reseller Agencies

$99/month
  • Agency Partner Program
  • Marketing Agencies Seeking Loyalty & Gift Card Solutions
  • Wholesale Pricing
  • 30 License Quota
  • 2 or More Clients required

Cost Calculator

Keep Paying Preferred Patron

Monthly$29/mo
Yearly$348/yr
5-Year Total$1.7k

Build It Yourself

Est. Build Time~4 hrs
Hosting$20/mo
DifficultyVery Easy

Total Cost Comparison

1 YearSave $108
SaaS
$348
DIY
$240
3 YearsSave $324
SaaS
$1k
DIY
$720
5 YearsSave $540
SaaS
$1.7k
DIY
$1.2k

DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 47 features at very easy complexity.

Build vs Buy

Should you build a Preferred Patron alternative or buy the subscription? Estimate based on 47 features.

Buy Preferred Patron

Better Value
Monthly cost$290/mo
3-year total$10,440
Time to deployDays

Build Your Own

Development cost$24,000
Maintenance$360/mo
3-year total$36,960
Dev time~2 months

Buying Preferred Patron saves ~$26,520 over 3 years vs building.

Estimates based on 47 features and a BuildScore of 5/5. Actual costs vary.

Integrations

4 known integrations

Barnet POSLightSpeed Series XOpenAISquare POS