Nice to meet you.

Enter your email to receive our weekly G2 Tea newsletter with the hottest marketing news, trends, and expert opinions.

My 5 Picks After Testing the Best Customer Loyalty Software

April 29, 2025

best customer loyalty software

If there's one thing working in marketing has taught me, it's that keeping existing customers engaged is just as important, if not more, than bringing in new ones.What I realized is that the difference often comes down to the technology behind the scenes. The best loyalty programs aren't just creative; they're powered by software that makes personalization, multi-channel engagement, and real-time insights possible.

To see firsthand what sets the best customer loyalty software apart, I tested a range of platforms, exploring features like multi-channel engagement, CRM and marketing integrations, and real-time reporting.

Whether you're managing loyalty across an online store, retail locations, or mobile apps, these five solutions stood out for their flexibility, scalability, and ability to turn casual customers into brand advocates.

5 best customer loyalty software I recommend

Customer loyalty isn’t something you can buy with discounts or freebies. Building real loyalty means consistently delivering seamless experiences, personalized rewards, and incentives that matter to your customers across every channel.

But after working on loyalty campaigns and delving deeper into customer engagement strategies, I realized that not every loyalty platform delivers on its promises.

So, I wanted to find platforms that help marketing teams personalize experiences, drive repeat business, and build stronger customer relationships. Here’s how I approached it.

How did I find and evaluate the best loyalty management software?

I started by reviewing G2’s latest Grid Reports to see which platforms consistently performed well in terms of usability, feature completeness, and overall satisfaction. This gave me a strong baseline of trusted tools marketers already lean on.

 

From there, I narrowed my list by getting hands-on experience with the features and workflows. For solutions where testing wasn't entirely possible, I leaned on verified G2 user feedback, product demos, and vendor documentation to understand real-world performance and limitations. I also used AI-powered analysis to scan hundreds of user reviews to surface common praise points and recurring frustrations.


Throughout testing, I focused on the experience through a marketing lens: Was the platform intuitive? Did it make it easier to launch and manage loyalty campaigns? Could it support real personalization without requiring a massive IT lift? And most importantly, would it fit seamlessly into a modern marketing tech stack?

 

Screenshots in this article are a mix of my testing visuals and verified vendor images on G2. 

What I prioritized when testing loyalty management platform

I considered the following factors when evaluating the best customer loyalty software.

  • Customizable loyalty program structures: I prioritized platforms that go beyond basic points-for-purchase models, offering flexibility for tiered rewards, referrals, gamification, and personalized incentives.
  • Multi-channel customer engagement: Loyalty programs must work across the web, mobile apps, email, SMS, and in-store POS systems. I looked for tools that could unify these experiences without creating silos.
  • CRM and marketing integrations: Loyalty software should seamlessly integrate with existing CRMs, email marketing tools, e-commerce platforms, and customer data platforms (CDPs) to personalize outreach and automate reward triggers.
  • Real-time reporting and insights: I wanted platforms that make it easy to track loyalty program performance, showing redemption rates, customer lifetime value changes, retention improvements, and engagement over time.
  • Admin ease-of-use: Setting up and managing loyalty programs shouldn’t require hours of technical setup. I paid attention to how intuitive the platform was for marketers (not developers).
  • Scalability: Scalability matters whether you’re a fast-growing DTC brand or a multi-location retailer. I prioritized solutions that can grow with you, easily supporting new loyalty campaigns, markets, or customer segments.

The list below contains genuine user reviews from the loyalty management software category page. To be included in this category, a solution must:

  • Enroll valuable, loyal, or interested customers in a loyalty program
  • Allow for the configuration of one or more loyalty programs, such as point-based, spend-based, tiered, paid, etc.
  • Provide tools to communicate with loyal customers and distribute discounts, cashback, or other rewards
  • Capture customer data, including purchase history, membership status, and engagement with the loyalty program
  • Integrate with other marketing or commerce software

*This data was pulled from G2 in 2025. Some reviews may have been edited for clarity.

1. LoyaltyLion - loyalty platform

LoyaltyLion is a loyalty management platform designed for e-commerce brands that want to increase repeat purchases and customer lifetime value. It offers tools for setting up points systems, referral programs, and VIP tiers, with a focus on integrating loyalty directly into the online shopping experience.

When I tested LoyaltyLion, one of the first things that stood out was how seamlessly it integrates with Shopify. Setting up the connection was straightforward, and the platform automatically pulls in key customer and order data without needing complex configurations. Managing loyalty rules, setting up reward tiers, and syncing customer activities come naturally. If you’re running an e-commerce store on Shopify or a similar platform, LoyaltyLion makes it incredibly easy to layer loyalty incentives into your customer journey.

Another major highlight during testing was the onboarding process. LoyaltyLion doesn’t just hand you a platform and leave you to figure it out; they guide you through it. I had access to structured onboarding sessions, a friendly and knowledgeable support team, and clear documentation that made configuring my first loyalty program pretty easy.

I also found the way LoyaltyLion handles rewards and points logic refreshingly simple. Setting up rules around points for purchases, referrals, or social media interactions was easy, and I appreciated how visible rewards were for customers. It didn't feel like another points engine buried somewhere in the shopping flow. The incentives were front and center, making it easy to reinforce customer behavior.

LoyaltyLion

That said, LoyaltyLion does come with a few trade-offs. While the platform covers the essentials, deeper customization options were somewhat limited unless you moved into more advanced (and often higher-priced) tiers. If you want experiences like intricate gamification elements or heavily branded program interfaces, you may wish for a little more flexibility outside the box.

Cost is another consideration. While LoyaltyLion delivers strong business value, it can get expensive as your loyalty program scales. Some premium features are reserved for higher plans, which could stretch budgets for fast-growing brands or smaller shops. This concern was not only my observation; many reviewers on G2 shared similar thoughts about the platform's pricing structure. However, numerous users felt that the platform’s reliability, customer support, and long-term benefits for customer retention justified the investment.

What I like about LoyaltyLion - loyalty platform:

  • LoyaltyLion made it incredibly easy to integrate loyalty incentives directly into my Shopify storefront without extra manual setup.
  • The onboarding experience stood out to me: structured, supportive, and genuinely helpful for getting started quickly.

What G2 users like about LoyaltyLion - loyalty platform:

“We use it together with Shopify and Klaviyo, and the integration is impeccable. Also, the data gives great insights into the evolution of the programme and is incredibly simple to use and understand. The customer service is superb. I would totally recommend it to anyone looking to offer an easy-to-use and manage loyalty programme.

 

- LoyaltyLion - loyalty platform Review, Javier M.

What I dislike about LoyaltyLion - loyalty platform:
  • I felt a bit boxed in when trying to customize reward experiences beyond the basics without upgrading plans.
  • The cost structure could become a hurdle for smaller brands aiming to access more advanced loyalty features early on.
What G2 users dislike about LoyaltyLion - loyalty platform:

“There are areas where LoyaltyLion could improve. One significant drawback is the presence of certain features that may not be relevant to all businesses and cannot be easily customized or removed. This lack of flexibility can frustrate companies looking for a more tailored solution.

- LoyaltyLion - loyalty platform Review, Raika B.

Related: Want to see why loyalty matters? Explore key customer retention stats that show just how much keeping customers can boost your bottom line.

2. Smile.io

Smile.io is designed for e-commerce brands looking to build simple, engaging customer rewards programs.

When I tested Smile.io, the first thing that impressed me was how quickly I could set up a working loyalty program. Connecting it to a Shopify store took just a few clicks, and it was easy to configure earning rules, rewards, and customer communications. It’s a great option if you want to get a loyalty program up and running without dedicating days to setup or onboarding.

Smile.io’s Shopify integration felt seamless during my testing. Customer data synced smoothly, and loyalty features like points balances, reward notifications, and program enrollment were integrated into the storefront experience without any complicated setup. Everything stayed on-brand and easy to manage, which is exactly what you want when adding loyalty to an already busy e-commerce operation.

I also liked how customer-friendly the rewards system felt. From a shopper’s perspective, Smile.io made it obvious how to earn points, what rewards were available, and how to redeem them. There was no hidden fine print or confusing navigation. Customers could engage with the loyalty program naturally during checkout or while browsing their account dashboard, which can make a big difference in actual reward redemption rates.

smile.io-1

However, Smile.io does have some limitations to be aware of. When I tried customizing reward structures and notifications beyond the basics, I found the options a bit limited. The defaults are clean and easy to use, but businesses looking for highly branded, deeply personalized loyalty experiences may find themselves restricted without custom development or workarounds.

It’s also worth noting that some of Smile.io’s more advanced features, like advanced VIP tiers, custom earning conditions, or deeper analytics, are gated behind higher-tier paid plans. While the core platform is very accessible for growing brands, teams that want to build a highly sophisticated loyalty program might need to upgrade sooner than expected. That said, if you're starting out and need a reliable, customer-friendly loyalty solution, Smile.io offers much value even at the base levels.

What I like about Smile.io:

  • Smile.io made it incredibly easy to set up a loyalty program and connect it directly to my Shopify store without technical headaches.
  • The customer rewards experience felt natural and easy to engage with, making it simple for shoppers to understand and redeem points.

What G2 users like about Smile.io:

“This is a very easy-to-set-up and easy-to-use program as an admin. It is also very user-friendly for our customers. They can easily log in and access their points, earn more points, redeem for our discounts, and see any discounts they have previously redeemed but not yet used. Recently, I was having an issue with a function not working properly on my POS (user error), and their customer service was so quick and kind in helping me correct the issue and get it working correctly. They even followed up a day or two later to make sure that everything was still working as expected (it was). I really appreciated that level of service. As a small business owner, I wear a lot of hats and don't have time to spend hours going back and forth with a vendor when something goes wrong, so the fact that they were able to quickly resolve the issue and then make sure that everything was ok a few days later was amazing.

 

- Smile.io Review, Ashleigh B.

What I dislike about Smile.io:
  • I found customization options limited when creating a more personalized loyalty experience beyond the standard templates.
  • Some of the more advanced features that would elevate a loyalty program are locked behind higher-tier plans.
What G2 users dislike about Smile.io:

“I think Smile is a bit expensive. For many years, we were able to be on the free plan, which was very nice, but now I think it's a little overpriced. Also, we don't see customers using the program as much as we would like, and sometimes they don't use it enough to justify the cost of the subscription.

- Smile.io Review, Michaela M.

Related: Building loyalty is only part of the story. Learn how customer marketing strategies can turn one-time buyers into lifelong brand advocates.

3. Salesforce Loyalty Management

Salesforce Loyalty Management is an enterprise-grade platform built for companies that want to create personalized, data-driven loyalty programs at scale. It integrates deeply with Salesforce CRM, Marketing Cloud, and Service Cloud, helping brands connect loyalty initiatives with their broader customer engagement strategies.

When I tested Salesforce Loyalty Management, one of the first things I appreciated was how easy it was to configure once the initial setup was complete. While Salesforce platforms can sometimes feel intimidating, Loyalty Management offers clear workflows and templates that make it relatively straightforward to create earning rules, build reward tiers, and launch loyalty journeys without getting buried in complexity. Having everything organized within the familiar Salesforce environment helped make the process even smoother.

Managing loyalty programs inside Salesforce felt surprisingly natural. I could segment customers based on their behaviors, automate reward triggers, and personalize experiences across channels like email, mobile, and service interactions.

While I didn’t personally interact with the support team during testing, G2 reviewers consistently praised Salesforce’s loyalty-specific support as a strong point. Many users praised the availability of detailed documentation, responsive assistance, and knowledgeable support reps who understood the nuances of loyalty program management. For teams managing complex loyalty setups, having reliable support appears to make a real difference in smoothing out the learning curve.

salesforce loyalty management

That said, pricing can be a significant consideration. Salesforce Loyalty Management is positioned for mid-sized to large enterprises, and the costs, especially when bundled with additional Salesforce products, can add up quickly. For smaller businesses or teams just starting with loyalty programs, it might feel like more firepower (and more budget) than you need.

During testing, I also encountered occasional lag when working through more complex workflows or syncing large datasets. It wasn’t a constant issue, but sometimes saving configurations or loading detailed dashboards took longer than expected.

What I like about Salesforce Loyalty Management:

  • Salesforce Loyalty Management made it relatively easy to configure customized loyalty journeys once the initial setup was complete.
  • Managing and personalizing loyalty programs within the broader Salesforce ecosystem felt seamless and customer-centered.

What G2 users like about Salesforce Loyalty Management:

“Salesforce Loyalty Management is very easy to set up and customize. It allows tracking organizations' loyal members' activity and adds scoring based on customer loyalty. It also doesn't require any coding knowledge to create loyalty programs.”

 

- Salesforce Loyalty Management Review, Harsh P.

What I dislike about Salesforce Loyalty Management:
  • The platform’s pricing can quickly escalate, especially when bundled with other Salesforce products, making it more suitable for enterprise budgets.
  • I noticed occasional lag during more complex workflows, particularly when managing large datasets or detailed configurations.
What G2 users dislike about Salesforce Loyalty Management:

“Lacks enough flexibility to adapt to a wider range of customer profiles."

- Salesforce Loyalty Management Review, Joana N.

Related: Customer loyalty gets even more important when budgets tighten. Find out how to manage churn and keep your best customers through tough economic times.

4. Voyado

Voyado is built primarily for retail and e-commerce brands. It combines loyalty management, marketing automation, and customer insights into one solution. The tool makes it easy for marketing teams to deliver personalized campaigns across multiple channels without relying heavily on external tools or complex configurations.

When I tested Voyado, one of the first things that stood out was how intuitive the platform felt. The interface was clean and easy to navigate, making it simple to create campaigns, manage loyalty rewards, and set up automation flows without needing technical expertise. G2 reviewers echoed this as well, consistently praising Voyado for its ease of use and user-friendly design that helps teams get up and running quickly.

Voyado’s automation capabilities also stood out during my evaluation. Setting up automated reward programs, re-engagement campaigns, and personalized offers based on customer behavior felt straightforward and flexible. Based on my testing and G2 user feedback, Voyado’s automation tools seem to strike a strong balance between simplicity and power, helping marketers build sophisticated engagement flows without needing heavy technical support.

I also appreciated how Voyado surfaces customer insights. While the data isn’t as deep, it provides practical visibility into customer behavior, purchase patterns, and loyalty trends. G2 reviewers often mentioned that these built-in insights made it easier to act quickly without toggling between multiple tools.

Voyado

There are a few limitations to keep in mind, though. Reporting capabilities felt basic during my testing, and many G2 reviewers shared the same sentiment. While you can pull core loyalty and campaign metrics easily enough, the platform doesn’t offer as much flexibility when building custom reports or drilling down into detailed segmentation and performance tracking.

Similarly, while Voyado provides helpful customer insights, several G2 reviews flagged that data depth can sometimes feel a little shallow. If your loyalty strategy relies heavily on predictive analytics, granular segmentation, or advanced LTV modeling, you might find Voyado’s native insights slightly limiting compared to bigger enterprise platforms.

What I like about Voyado:

  • Voyado made automating personalized loyalty campaigns and managing multi-channel engagement easy without a complex setup.
  • I observed that the platform’s intuitive interface and practical customer insights helped simplify loyalty planning and campaign execution.

What G2 users like about Voyado:

“What I like best about Voyado is their hands-on approach and helpful team. Not only is the platform easy to navigate and work in, but the team is incredibly supportive when it comes to strategizing campaigns and answering any questions I have. Their guidance has made it easy for me to get the most out of the CRM platform.”

 

- Voyado Review, Elin T.

What I dislike about Voyado:
  • Reporting features were somewhat limited, both in my experience and according to several G2 reviews.
  • Customer data insights were helpful, but could feel a little shallow, a point frequently mentioned by other G2 users as well.
What G2 users dislike about Voyado:

“The only downside concerns the platform's current limited capabilities for advanced analysis. However, Voyado is transparent about this and offers plug-ins for customers who require such features.

- Voyado Review, Tobias F.

5. Yotpo

Yotpo helps brands build trust, drive repeat purchases, and manage customer engagement across multiple touchpoints without juggling multiple vendors. Yotpo focuses heavily on connecting loyalty and review efforts into one unified customer experience.

I immediately noticed how well the platform integrates different customer engagement pieces. Managing reviews, loyalty programs, and customer rewards from the same dashboard made the workflow much more streamlined than platforms that only focus on one area.

Ease of use was another clear highlight during my testing. Navigating between modules like setting up a loyalty campaign, responding to customer reviews, or configuring reward rules felt intuitive and didn’t require much technical ramp-up. Despite multiple products under one roof, Yotpo maintains a relatively clean and accessible user interface.

Another thing I observed during my research was praise for the support team. While I didn't get to examine the customer support, many G2 reviewers said the team was responsive and helpful, especially when dealing with setup questions or troubleshooting integration challenges. That external validation made me feel more confident that teams can rely on Yotpo’s support resources when needed.

Yotpo

However, I noticed occasional slowness while using Yotpo’s admin portal, and it’s something G2 reviewers flagged, too. Saving changes, loading reports, or navigating between heavier modules sometimes took longer than expected. While it wasn’t deal-breaking, it could be bothersome if you’re trying to manage a lot of campaigns quickly.

Pricing is another factor to keep in mind. Yotpo’s ecosystem offers powerful capabilities, but several G2 users mentioned that accessing the full suite of features often requires upgrading to higher-tier plans or adding paid modules. From what I saw, it’s a platform that works best for brands ready to invest heavily in loyalty, reviews, and customer marketing.

What I like about Yotpo:

  • Yotpo’s strong integration across reviews, loyalty programs, and SMS marketing made it easy to manage multiple touchpoints from a single dashboard, which is a huge plus for me.
  • I found that the platform was intuitive to navigate, even with several different modules under one system.

What G2 users like about Yotpo:

“That it is everything under one hood - loyalty and referral, reviews and UGC management. Customer support has been great! Easy to use when setting up a campaign (loyalty).

 

- Yotpo Review, Katina V.

What I dislike about Yotpo:
  • I experienced occasional slowness in the admin dashboard, and many G2 reviewers also mentioned that when managing larger workflows.
  • Pricing can escalate quickly if you need access to more advanced features, which several G2 users noted as a concern for growing brands.
What G2 users dislike about Yotpo:

"The only thing I don't necessarily like is that I can't block numbers from subscribing. There are some customers I don't want back on the platforms, and it's not easy to block them.”

- Yotpo Review, Carmela H.

Click to chat with G2s Monty-AI

Frequently asked questions about customer loyalty software

1. What is the best loyalty program software for small businesses?

Smile.io is the best choice for small businesses. It's easy to set up, affordable at entry levels, and integrates well with Shopify, making it ideal for growing e-commerce brands.

2. What is the best customer loyalty software for service businesses?

Yotpo works well for service businesses that want to combine loyalty programs with customer reviews and engagement tools, especially if they already use platforms like Shopify or BigCommerce.

3. What loyalty management software has the best customer support?

Based on G2 reviews, Salesforce Loyalty Management and Voyado both stand out for strong customer support. Salesforce offers enterprise-grade support, while Voyado is praised for responsive, helpful onboarding assistance.

4. Which loyalty platform has the best Shopify integration?

LoyaltyLion and Smile.io offer seamless Shopify integrations, making them top picks for brands running their stores on Shopify.

5. What is the best loyalty software for combining reviews and rewards?

Yotpo is the strongest option for combining customer reviews, loyalty programs, and SMS marketing in one unified platform.

Loyalty that lasts

Building customer loyalty doesn't have to mean wrestling with clunky systems or settling for basic rewards. The five best customer loyalty software I tested make creating seamless, personalized experiences easier, whether you're focused on repeat purchases, engagement, or building long-term brand advocates.

Each tool brings something different to the table. Some are built for fast, easy setups; others offer deeper integrations and data-driven insights to help you scale loyalty efforts as you grow. I focused on what makes each platform work and where you might need to watch for limitations so you can move faster toward the loyalty program your brand deserves.

Now, it’s your turn to compare your top picks, map them to your goals, and find the platform that turns one-time shoppers into lifelong fans.

Want to strengthen loyalty even further? Check out the best customer success software to keep customers engaged, satisfied, and growing with your brand.


Get this exclusive AI content editing guide.

By downloading this guide, you are also subscribing to the weekly G2 Tea newsletter to receive marketing news and trends. You can learn more about G2's privacy policy here.