About Preferred Patron Loyalty

Customer retention software that helps you grow repeat business—without turning marketing into “always discounting.”

Preferred Patron™ is a unified customer loyalty & retention platform designed to increase repeat visits, raise average order value, and grow lifetime value—without turning your marketing into “always discounting.”

  • Launch loyalty programs with points, rewards, tiers, or digital stamp cards
  • Send branded email + SMS, plus automation for birthdays, win-backs, and review asks
  • Track ROI with reporting that ties campaigns back to visits, spend, and repeat behavior
No Contracts No Setup Fees No POS Replacement Required

We help teams enroll members fast, reward profitable behavior, and communicate consistently through automated Email and SMS, with reporting that ties campaigns back to real results.

Core capabilities

  • Points, tiers, rewards, and digital stamp cards
  • Promotion management
  • Rules-based automation
  • Omni-channel messaging (Email + SMS)
  • Brand-safe templates
  • AI Message Assistant to create on-brand messages faster (included in every edition)
  • Gift card programs (physical + virtual)
  • Member mobile app & online web portal

Integrations & scale

  • Integration options, including REST API support
  • Built for 1 location to enterprise-scale, multi-location programs
  • Multi-level control for corporate, regional, and store teams
  • Secured infrastructure with Cloudflare edge protection (DNS, DDoS mitigation, TLS encryption)
  • White-label branding so your customers remember you

Quick facts

  • Listening since 2004
    Built from years of real customer feedback.
  • Rated 4.9/5
    Based on 100+ reviews (Capterra, Oct 2025).
  • Worldwide reach
    Serving businesses across the U.S., Canada, and abroad.
Book a Free Discovery Call Compare Editions Read Case Studies
Featured case study

Enterprise Retail Loyalty — Sporting Goods

How a retail sporting goods chain scaled a fully integrated loyalty program across 80+ stores.

80+
stores
1.2M+
members
spend
Read the Case Study

Who we serve

Whether you’re launching your first loyalty program or standardizing loyalty across dozens (or hundreds) of locations, Preferred Patron™ is built to scale with your team and customer base.

Small Business

Launch quickly with stamps or points, simple automations, and a low-lift setup.

Growth

Level up with segmentation, targeted offers, and more robust analytics.

Franchise

Govern loyalty rules across locations with multi-store controls and consistent branding.

Enterprise

Advanced controls and integrations for large, multi-region, multi-owner programs.


Why businesses choose Preferred Patron

Brand-first (white-label)

Your program should feel like your brand—not a third-party community card. Preferred Patron™ is designed to keep your name front and center across the member experience.

Transparent economics

Transparent pricing with no per-transaction or redemption fees—built for long-term retention, not surprise charges that quietly eat margin.

Automation that’s actually usable

The system helps you communicate smarter and more consistently—so busy teams can run effective loyalty without living in spreadsheets.

Measurable outcomes

Reporting is built around the questions operators ask: who’s coming back, who’s slipping away, and which offers are driving profitable repeat business.


Proof & recognition

Rated 4.9/5 based on 100+ reviews (Capterra, Oct 2025) and recognized across major software review platforms.

G2 Mid-Market Best Results badge Crozdesk Happiest Users badge Crozdesk Quality Choice 2025 badge Capterra Award 2024 badge Crozdesk Leader 2024 badge

Example: Enterprise-scale results

In a 2025 press announcement, Happy Lemon USA reported surpassing 200,000 enrolled loyalty members in two years across 135 stores, alongside significant program activity and gift card issuance. Read the announcement.


How we help you launch

Great loyalty is equal parts strategy and execution. We help you select the right edition, design earn/reward rules that protect margins, and get live with practical onboarding and training.

  1. Discovery & edition match — confirm goals, locations, and integration needs.
  2. Program setup — branding, enrollment flow, rewards structure, and initial offers.
  3. Go-live support — staff training, launch messaging, and first automation sequences.
  4. Optimize — refine segments, win-backs, and promotions based on performance.

Want to see what Preferred Patron looks like for your business?

Book a free discovery call and we’ll map the right loyalty + messaging path—whether you’re a single location or an enterprise rollout.