Skip to content
TrustList
Preferred Patron Loyalty logo
Medical Practice Management Software

Preferred Patron Loyalty

Customer loyalty and rewards software for small businesses, franchises and multi-location brands

By Preferred Market Solutions

  • Personalization
  • Customer Complaint Tracking
  • Issue Tracking
  • Multi-Channel Communication
  • +60 more
Preferred Patron Loyalty cover

About Preferred Patron Loyalty

A loyalty program that carries the business's own brand

Preferred Patron is software for running a customer rewards scheme under a company's own name. The vendor stresses that it is not a shared community program: the business keeps ownership of all its customer data. Customers can be rewarded for purchases, for visits, or for both, and the interfaces run on the web, tablets, mobile devices and PCs.

Rewards, tiers and stamps

Rules for earning points, reward thresholds and customer levels are configurable. Stamps in digital form, gift cards and scratch-and-play games are also listed, so a shop can pick the mechanic that suits how often customers come back. Incentive campaigns can be added on top to push particular behavior, such as more frequent visits or a larger basket.

Messaging that runs by itself

Email and SMS campaigns are built into the platform and can run on autopilot, for example for birthdays, win-backs and milestones. The aim, as the vendor puts it, is to communicate more consistently without someone sending each message by hand.

Built for different stages of growth

The current site sorts its offer into small business loyalty programs, mid-market and franchise programs, and enterprise programs. It says the software connects with point-of-sale and ecommerce systems, and that results such as retention and revenue impact can be tracked in real time.

Why the vendor argues for loyalty

Its own explanation is that keeping an existing customer is cheaper than finding a new one, with a figure of five to seven times more quoted as the cost of acquisition. It argues that independent merchants face large retail chains and that a loyalty scheme builds data and repeat spending rather than simply giving stock away. It says the approach fits wholesalers, retailers, hotels, restaurants, dealerships and medical practitioners alike, a claim that is the vendor's own. The site also carries a research section and FAQs on loyalty.

TrustList summary

Preferred Patron Loyalty is software for running a loyalty programme under a company's own brand. Customers can be rewarded for purchases, visits or both, and the business keeps ownership of its customer data.

Main features

  • Points and tiers: configurable earning rules, reward thresholds and customer levels.
  • Gift cards and stamps: digital stamps, gift cards and scratch-and-play rewards.
  • Messaging automation: SMS and email campaigns for birthdays, win-backs and milestones.
  • Reporting: retention and revenue tracking as it happens.
  • Integrations: links with point-of-sale and online shop systems.

Clients

Small businesses, mid-sized and franchise brands and larger enterprises, across retail, hospitality, medical practices, automotive and entertainment.

Key facts

  • Interfaces: web, tablet, mobile and PC
  • Data: the business owns all of its data, not a shared community programme

Summary written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • Personalization
  • Customer Complaint Tracking
  • Issue Tracking
  • Multi-Channel Communication
  • Survey/Poll Management
  • Print Management
  • Churn Management
  • Communication Management
  • Community Management
  • Content Syndication
  • Feedback Collection
  • Interactive Content
  • Email Distribution
  • Customer Segmentation
  • Batch Communications
  • On-Demand Communications
  • Corrective Actions (CAPA)
  • Customer Lifecycle Management
  • Health Score
  • Complaint Monitoring
  • Program Notices
  • Reference Usage Tracking
  • Reward Distribution
  • Installed - Windows
  • Web-Based, Cloud, SaaS
  • iPhone / iPad
  • Live Online
  • Webinars
  • Documentation
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Conversion Tracking
  • Dashboard
  • Case Management
  • Content Management
  • Search
  • Onboarding
  • Segmentation
  • Email Marketing
  • Account Management
  • Membership Management
  • Analytics
  • Customer Engagement
  • Distribution Management
  • Account Alerts
  • Template Management
  • Campaign Management
  • Android
  • Gamification
  • Calendar/Reminder System
  • Document Storage
  • Internal Chat Integration
  • Marketing Automation Integration
  • Negative Feedback Management
  • Multi-Channel Data Collection
  • Audience Targeting
  • Categorization/Grouping
  • Editorial Calendar
  • Multi-Channel Publishing
  • Publish Scheduling
  • Feedback Management
  • Survey Management
  • Complaint Classification

Rankings

Preferred Patron Loyalty is ranked on 1 TrustList ranking at #34.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Preferred Patron Loyalty has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Document storage software · 1 ranking

  • #34of 72
    Document storage software

    It is the only one of the top 60 here listing account management and batch communications.

    Of the top 60 here, 31 also cover android and 28 also cover task management.

    Behind icomplete CRM, ahead of NABD.

As of 2026-11-04. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

Request a demo or quote from Preferred Patron Loyalty

Protected by reCAPTCHA - Google Privacy Policy and Terms apply.

By sending, you agree we may share your request and contact details with the provider once you confirm your email.

Reviews

Write the first review of Preferred Patron Loyalty

Used it? Your experience helps other buyers decide.

Write a review

Questions & answers

No questions yet. Be the first to ask about Preferred Patron Loyalty.

Preferred Patron Loyalty alternatives

Similar listings buyers compare against this one.

On-premises practice management software for eye care offices, sold by Eyefinity

Integrated practice management software from MEDITECH for clinicians and administrators in practices and clinics

Combined EHR, practice management and revenue cycle platform for medical practices and health systems

Cloud practice management software from eClinicalWorks for medical practices, with patient engagement and billing services