Preferred Patron Loyalty

Preferred Patron Loyalty

Preferred Patron Loyalty, LLC
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About

Preferred Patron Loyalty is the leading loyalty and gift card solution in the market. Designed for companies of all sizes, Preferred Patron provides incentive promotions, multi-channel marketing, visitor loyalty management, and gift card management capabilities within a suite. With Preferred Patron Loyalty, you can increase your engagement by leveraging e-mail and SMS to reach your customers. The solution incorporates incentive-based promotions, such as Coupons, Rewards, Appreciation, Recognition, Referral, Miss You, Cash Back, and more. Operate standalone or leverage one of our seamless integrations, including Square POS, VendHQ POS and Shopify ECommerce!

About

incentX is an incentives and compensation platform that runs every incentive program off one spine: the ERP transaction. Sales commissions, rebates, royalties, chargebacks, billbacks, and trade promotions are calculated from the same invoices, orders, and credit memos your finance team closes on. incentX reads each transaction once and checks it against every active program, so one invoice can drive a rep's commission, a customer's GPO rebate, and a trade promotion at the same time, with one audit trail behind all three. Plans are built in a no-code rule engine, reps and partners see payouts in real time, and customers and vendors submit claims through the Incentive Business Network portal. Pre-built, two-way connectors cover NetSuite, SAP, Microsoft Dynamics, and Sage, and incentX also connects to Epicor Prophet 21, QuickBooks Online, Salesforce, HubSpot, and Zoho. incentX is SOC 2 Type II certified, and the average customer goes live in six weeks.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

For small, medium, and large businesses across a wide range of industries. Suitable for business-to-business (B2B) and business-to-consumer (B2C) companies, independent merchants, communities, chain stores, and franchises.

Audience

Companies running more than one incentive type, or high ERP transaction volume, in wholesale distribution, life sciences, food service, and FMCG.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$149/month
All Pricing USD
Monthly and Annual Plans Available
--------------------------------------------
Small Biz $149/mo
Premium $249/mo
Premium+ $349/mo
Free Version Not Supported
Free Trial Not Supported

Pricing

200 per month
Growth Plan: $500 per month
Pro Plan: $1500 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • As a retail clothing store, we have a lot of competition. We wanted a loyalty program that would provide us with the flexibility to have various “stand-out” type promotions (not just the usual fair). The program also needed be extremely easy for our customers to sign up for and for our staff to use. Overall we are extremely happy that we chose Preferred Patron.
  • Easy launch and simple to use. Their kiosk hardware is solid and reliable. Our customer’s have taken well to this new program.

Cons

  • No complaints. We have been using the program for the last couple of years and just love the program.
  • My only negative is that I wasted a year using a different product because I simply did not know of this company first. It wasn't until a business associate recommended them and it's been fantastic since I switch to them.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Preferred Patron Loyalty, LLC
Founded: 2004
United States
www.preferredpatron.com

Company Information

incentX
Founded: 2018
United States
incentx.com

Alternatives

Alternatives

Fivestars

Fivestars

Fivestars Loyalty

Categories

Customer Loyalty Supported
Gift Card Supported
Loyalty Management Supported

Categories

Commission Supported
CPQ Supported
CRM Supported
Rebate Management Supported
Sales Compensation Supported

Customer Engagement Features

Analytics Supported
Churn Management Supported
Communication Management Supported
Community Management Not Supported
Content Syndication Not Supported
Feedback Collection Not Supported
Gamification Supported
Live Chat Not Supported
Video Content Not Supported

Customer Loyalty Features

Corporate Memberships Supported
CRM Supported
Customer Activity Tracking Supported
Discount Management Supported
Gift Card System Supported
Loyalty Card System Supported
Member Portal Supported
Membership Management Supported
No-Card Loyalty System Supported
Referral Tracking Supported
Rewards Management Supported

Loyalty Management Features

CRM Supported
Customer Activity Tracking Supported
Discount Management Supported
Gift Card System Supported
Loyalty Card System Supported
Member Portal Supported
Membership Management Supported
No-Card Loyalty System Supported
Referral Tracking Supported
Rewards Management Supported
White Label Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Not Supported
Product Configurator Not Supported
Proposal Generation Not Supported
Quotes / Estimates Not Supported
Renewal Management Not Supported
Self Service Portal Supported

CRM Features

Calendar/Reminder System Not Supported
Call Logging Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Commission Features

Affiliate Management Supported
Agency Commission Supported
Commission Calculations Supported
Commission Scheduling Supported
Commission Tracking Supported
Compliance Management Supported
Flat Commissions Supported
Incentive Programs Supported
Multi-Tiered Commissions Supported
Percentage Commissions Supported
Sliding Scale Commissions Supported
Split Commissions Supported

Compensation Management Features

Bonus Management Supported
Compensation Assessment Supported
Compensation Calculation Supported
Compensation Plan Modeling Supported
Compensation Statements Supported
Employee Reward Programs Supported
Incentive Programs Supported
Organizational Charting Supported
Salary Planning Not Supported

Sales Performance Management Features

Incentive Compensation Management (ICM) Supported
Predictive Sales Analytics Supported
Quota Management Supported
Reporting / Analytics Supported
Sales Coaching Analysis Supported
Sales Gamification Supported
Sales Performance Tracking Supported
Sales Planning & Forecasting Supported
Territory Management Supported

Integrations

Acumatica Cloud ERP Not Supported
Epicor Prophet 21 Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Entra ID Not Supported
NetSuite Not Supported
QuickBooks Enterprise Not Supported
QuickBooks Online Advanced Not Supported
SAP Business One Not Supported
SAP ERP Not Supported
SAP S/4HANA Not Supported
Sage 300 Not Supported
Sage Intacct Not Supported
Salesforce Not Supported
Square POS Supported
WebRezPro Supported
WooCommerce Supported
Zapier Not Supported
Zoho CRM Not Supported
barnetPOS Supported

Integrations

Acumatica Cloud ERP Supported
Epicor Prophet 21 Supported
Microsoft Dynamics 365 Supported
Microsoft Entra ID Supported
NetSuite Supported
QuickBooks Enterprise Supported
QuickBooks Online Advanced Supported
SAP Business One Supported
SAP ERP Supported
SAP S/4HANA Supported
Sage 300 Supported
Sage Intacct Supported
Salesforce Supported
Square POS Not Supported
WebRezPro Not Supported
WooCommerce Not Supported
Zapier Supported
Zoho CRM Supported
barnetPOS Not Supported
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