# Exchange Solutions Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Exchange Solutions Software - reviews, pricing plans, popular comparisons to other Customer Loyalty products and more. Source: https://www.capterra.com/p/10039228/Exchange-Solutions --- # Exchange Solutions Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on April 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Exchange Solutions ## What is Exchange Solutions? Exchange Solutions is a North American SaaS provider of loyalty and personalized offer technology that helps midsize and enterprise retailers and B2B organizations drive customer engagement, retention, and profitable growth. The company’s modular, API-first platform enables brands to design, manage, and optimize end-to-end loyalty programs, personalized promotions, and customer incentives across digital and in-store channels. Exchange Solutions serves some of the largest and most sophisticated organizations in fuel & convenience, pharmacy, grocery, retail, and B2B, combining advanced data science, AI-driven decisioning, and deep domain expertise to deliver measurable commercial impact. ## What is Exchange Solutions used for? [Customer Engagement](https://www.capterra.com/customer-engagement-software/)[Customer Loyalty](https://www.capterra.com/customer-loyalty-software/)[Personalization](https://www.capterra.com/personalization-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $20000 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Exchange Solutions?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.exchangesolutions.com/&name=Exchange Solutions) ## FAQs about Exchange Solutions Overview ### What company size and specific industries is Exchange Solutions built for? Exchange Solutions is designed for midsize and enterprise retailers and B2B organizations in North America that want to improve engagement, retention, and growth through personalized loyalty and offer technology. Features and Usability ### What are the key features of Exchange Solutions? Exchange Solutions offers campaign management and planning, multi-channel marketing through email, SMS, and social promotion, and CRM features such as customer database, profiles, segmentation, and history. It also includes loyalty program tools, rewards management, promotions management, reporting and analytics, client and member portals, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Exchange Solutions starts at $20,000 per month for the Essentials plan with additional add-on modules. A one-time implementation investment is also required for integration, configuration, and testing. Ongoing fees include licensing, hosting, maintenance, software upgrades, monitoring, SLA support, API management, and data feed management. Integrations ### Which third-party tools and platforms does Exchange Solutions integrate with? Exchange Solutions integrates with BigCommerce, Shopify, WooCommerce, VTEX, Salesforce Marketing Cloud, Dotdigital, Listrak, Optimove, Snowflake, and Tableau, with additional support for Fiserv, Flooid, ID.me, SheerID, Blackhawk Network, CataBoom, and Sphere. Getting Started and Support ### What training and onboarding options does Exchange Solutions offer? Exchange Solutions provides live online training sessions to help teams get started. This format supports guided instruction in a virtual setting, allowing users to review setup steps and product functions with an instructor. Getting Started and Support ### What customer support options does Exchange Solutions offer? Exchange Solutions offers email/help desk, FAQ/forum, knowledge base, and phone support. No reviewer feedback is available to describe response times or helpfulness, so the support experience cannot be assessed from user comments. The listed resources suggest multiple ways to get help, but not user sentiment. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Behavioral Targeting Display advertising and marketing messages to users based on their browsing history and preferences Campaign Analytics Track and interpret campaign performance metrics Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Exchange Solutions 45 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Application programming interface that allows for integration with other systems/databases Display advertising and marketing messages to users based on their browsing history and preferences Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Private online space that lets businesses securely share documents and provide information access to clients Manage and track all internal and external communication conducted via calls, email, text, or chat Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A report showing what actions customers perform A collection of customer information such as contact details, demographics, previous interactions, etc. Access previous interactions or concerns to maintain customer relationships Record customer information, purchase history, and other notes Process of dividing customers into groups based on common characteristics Tool to send questionnaires to customers to gauge feedback Add customized logos and colors to align with company branding Pre-designed layouts that can be customized to match preferences and requirements Track products that are for sale at a reduced price or part of coupon promotions Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Create and send email blasts/campaigns Tracks metrics that provide insight into how a user interacts with any interface or product Games or game-like elements to track progress and reward accomplishments Use AI to generate content in the form of text, images, videos, etc. Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus Manage loyalty cards that hold rewards and promotions to incentivize customers to return Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases Online gateway through which members can access/update personal information Database of members to track personal information of individuals and families Manage multiple campaigns in one system Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Coordinate marketing efforts across channels (email, landing pages, social media, etc.) A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Accept and process customer payments for products or services using hardware and software Design, communicate, and distribute incentives to perform a specific action Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Log and store the source of contacts/leads View and track pertinent metrics to find patterns and gain insights from data Strategize and implement rewards for returning customers, employees and other members Send promotional campaigns or transactional messages via text messages Market event via social media tools Create and administer polls and surveys Set up connections to third-party platforms to improve business processes Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Track and analyze information regarding website visitors Get Advice We can help you find the software with the features you need. ## Pricing Essentials (with additional add-on modules) $20,000 Flat Rate,Per Month It includes: - Essentials: Unified Member Database & Environments - Essentials: Accrual / Redemption Engine / Currency Bank - Essentials: Promotion Engine Essentials - Essentials: SaaS Console (set-up/manage promotions, member administration, reporting access) - Essentials: Core Integrations APIs & Feeds for: POS, ecom, Web/App, email platform, retailer info, Activities, Extended Member Data, datawarehouse feeds - Essentials: Audience Builder / Segmenting - Essentials: Tiers - Essentials: Loyalty Gallery / Load-to-Card Functionality - Essentials: POS Receipt Messaging & Prompts - Essentials: Standard Loyalty Report Suite - Essentials: Multi-language - Essentials: Single-brand program - Essentials: Fraud Controls - Essentials: Data Migration for Loyalty Replatform (includes data synchronization for gradual cut-over) - Add-on Module: Generative AI Features ( Audience recommender, Console Help / Assistant, Quick Access Insights, Member Scoring & Intelligence) - Add-on Module: Campaign Automation & Optimization - Add-on Module: Dynamic Messaging - Add-on Module: Advanced Experiential Loyalty (gamification) - Add-on Module: Householding - Add-on Module: Multi-Brand Programs / Proprietary Coalition - Add-on Module: Loyalty Financial Settlement - Add-on Module: Advanced Site / Entity Level Loyalty Reporting - Add-on Module: Strategic Partner Module - Add-on Module: Referrals Module - Add-on Module: Gated Offers to Targeted Communities - Add-on Module: Advanced Promotions (e.g., frequency / continuity offers) ## Integrations [ Shopify](https://www.capterra.com/p/83891/Shopify/)[ Tableau](https://www.capterra.com/p/208764/Tableau/)[ WooCommerce](https://www.capterra.com/p/225601/WooCommerce/)[ Salesforce Marketing Cloud](https://www.capterra.com/p/248536/Salesforce-Marketing-Cloud/)[ BigCommerce](https://www.capterra.com/p/131883/Bigcommerce/)[ Dotdigital](https://www.capterra.com/p/151213/dotmailer/)[ Snowflake](https://www.capterra.com/p/148267/Snowflake/)[ Blackhawk Network](https://www.capterra.com/p/10007371/Blackhawk-Network/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)