Lasso CRM
Lasso CRM is a specialized customer relationship management software designed specifically for new home builders, developers, and sales agencies to convert more prospects into homeowners through automated lead management.
Preferred Patron
Preferred Patron is a comprehensive loyalty marketing software providing automated rewards, multi-channel communication, and detailed customer analytics to help you increase repeat business and strengthen long-term customer relationships.
Quick Comparison
| Feature | Lasso CRM | Preferred Patron |
|---|---|---|
| Website | lassocrm.com | preferredpatron.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2003 | 2004 |
| Headquarters | Vancouver, Canada | Allentown, USA |
Overview
Lasso CRM
Lasso CRM helps you manage the entire lifecycle of a new home sale, from the moment a lead registers on your website to the day they move in. Unlike general-purpose CRMs, this platform is built specifically for the real estate industry, meaning you get pre-configured workflows for high-volume sales environments. You can capture leads automatically from your website, third-party listing sites, and onsite kiosks to ensure no prospect falls through the cracks.
The software enables you to automate your follow-up processes with personalized email templates and scheduled touchpoints. You can also track inventory, manage contracts, and generate detailed sales reports to see exactly which marketing sources are driving your revenue. It simplifies the complex process of selling new construction by keeping your entire sales team synchronized on a single, industry-specific platform.
Preferred Patron
Preferred Patron is a robust loyalty and incentive platform designed to help you turn one-time visitors into lifelong customers. You can build custom rewards programs that fit your specific business goals, whether you run a single retail shop or a large multi-location enterprise. The software handles everything from point tracking and tiered memberships to digital gift cards and automated referral programs, all from a centralized dashboard.
You can engage your audience through integrated email and SMS marketing tools that trigger based on customer behavior. The platform provides deep insights into spending habits, allowing you to identify your most valuable guests and re-engage those who haven't visited lately. By automating your outreach and rewarding consistent behavior, you spend less time on manual marketing and more time growing your revenue through proven retention strategies.
Overview
Lasso CRM Features
- Lead Management Capture leads automatically from your website and listing services so you can respond to every inquiry instantly.
- Sales Automation Set up automated email workflows and follow-up reminders to keep your prospects engaged throughout their long buying journey.
- Inventory Tracking Monitor the status of every lot and floorplan in real-time to provide accurate availability to your potential buyers.
- Email Marketing Create and send professional mass emails to your entire database with built-in templates designed for real estate promotions.
- Reporting & Analytics Run detailed reports on traffic, sales velocity, and marketing ROI to make data-driven decisions for your communities.
- Mobile Access Access your prospect data and update lead status from the sales center or the field using any mobile device.
Preferred Patron Features
- Multi-Channel Messaging. Reach your customers where they are by sending automated promotions via SMS, email, and push notifications directly through the platform.
- Tiered Loyalty Levels. Create exclusive membership tiers that encourage higher spending by offering better rewards as customers reach new milestones.
- Automated Marketing Triggers. Set up 'set-it-and-forget-it' campaigns that automatically send birthday rewards or 'we miss you' coupons to inactive customers.
- Digital Gift Cards. Sell and manage both physical and digital gift cards to boost your upfront cash flow and attract new shoppers.
- Referral Tracking. Turn your fans into advocates by rewarding them for bringing in friends, with automated tracking for every successful referral.
- Comprehensive Analytics. Access detailed reports on customer lifetime value and campaign ROI to see exactly how your loyalty program impacts your bottom line.
Pricing Comparison
Lasso CRM Pricing
Preferred Patron Pricing
Pros & Cons
Lasso CRM
Pros
- Built specifically for new home sales workflows
- Excellent automated lead capture from listing sites
- Highly effective mass email and marketing tools
- Strong reporting on lead sources and conversions
- Responsive customer support team for technical help
Cons
- Interface feels dated compared to modern CRMs
- Learning curve for setting up complex workflows
- Limited customization options for specific niche needs
Preferred Patron
Pros
- Highly customizable rewards structures to fit unique business needs
- Excellent technical support and hands-on onboarding assistance
- Reliable automated messaging that saves hours of manual work
- Detailed reporting provides clear visibility into customer behavior
Cons
- The administrative interface has a slight learning curve
- Visual design of the dashboard feels somewhat dated
- Initial setup requires significant time for proper configuration