Preferred Patron LoyaltyPreferred Patron Loyalty, LLC
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Pros & Cons from Real UsersPros
Cons
|
||||||
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 InformationPreferred Patron Loyalty, LLC
Founded: 2004
United States
www.preferredpatron.com
|
Company InformationincentX
Founded: 2018
United States
incentx.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
Categories |
Categories |
|||||
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
|
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
|
|||||
|
|
|