Close is a sales CRM with built-in calling, SMS, email, and an AI sales agent that auto-logs every interaction.
About Preferred Patron
What is Preferred Patron?
Preferred Patron is a customer loyalty and retention software that helps businesses turn first-time buyers into repeat customers. It combines flexible rewards, targeted messaging, and marketing automation in one platform.
Who is it for?
Ideal for small businesses, mid-market brands, franchises, and enterprises across industries like restaurants, retail, hospitality, automotive, healthcare, and gaming. It's not designed for very small operations with no need for a structured loyalty program.
Real use cases
Use Preferred Patron to launch points or tiered rewards, send automated SMS/email campaigns after a purchase, track retention and revenue impact in real time, and manage multi-location loyalty programs with regional reporting and roles.
Key benefits
By using Preferred Patron, businesses can increase visit frequency, average order value, and customer lifetime value. Plans include CRM features and automated email/SMS, with no per-transaction fees.
Key features
- Points & Tiered Rewards — Build flexible earning rules and reward thresholds to encourage repeat visits.
- SMS & Email Marketing — Send automated, personalized messages to keep customers engaged.
- Gift Cards — Sell and manage physical or electronic gift cards.
- CRM & Segmentation — Get to know your customers better with data and analytics.
- Multi-location Controls — Manage loyalty for franchises and mid-market brands with regional reporting and roles.
- AI Message Assistant — Create on-brand messages faster with AI assistance (powered by OpenAI).
SaaSpartout Score
Editorial score from our review methodology — not user ratings.
Preferred Patron Pricing
Preferred Patron pricing: from $29/mo.
For comparison: the median starting price in CRM is $39.93/month, measured across 114 tools we track. See the full SaaS Pricing Index →
Small Business Plan (from $29/month)
For independent businesses with 1-3 locations. Includes scalable member capacity, SMS & Email Marketing, AI-assisted messaging.
Growth Plan (from $199/month)
For mid-market and franchises with multi-location capabilities. Includes scalable member capacity, SMS & Email Marketing, AI-assisted messaging, advanced segmentation, and analytics.
Enterprise Plan (from $10,000/month)
For regional, national, or global large businesses. Includes up to 300 locations and 1,000,000 members, advanced metrics, data governance, brand-safe templates, and rollout services.
Specialty Programs
E-commerce API solution ($499/month), Gift Card plan ($30/month per location), and Agency plans (Community Deals and Community Connect) with varying monthly rates.
All plans billed monthly; Growth and Enterprise require annual agreement. Contact sales for a demo.
