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Square Customers

Score8.7 out of 10

14 Reviews and Ratings

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What is Square Customers?

Square's Customer Engagement Suite, or Square Customers, is a suite of solutions that enables Square users to connect with existing customers, reach new ones, and grow relationships using tools that integrate with Square Point of Sale and Square Online.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Square Customers has to offer, as determined by TrustRadius' reviewers.
Based on 14 ratings of Square Customers's features
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Top Performing Features

  • API for custom integration

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 7.6

  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.3

  • Marketing automation

    The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

    Category average: 7.5

Areas for Improvement

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.1

  • Custom fields

    Users can create custom fields to store additional information on standard and custom objects.

    Category average: 7.8

  • Compensation management

    The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

    Category average: 8.5

Reviews

What users are saying about Square Customers.
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Great user-friendly CRM System

Incentivized
Claire HunterView profile
Owner in Marketing at the social media concierge (1-10 employees employees)

Use Cases and Deployment Scope

I recently subcontracted to a client that uses this software in their business. They use it to manage their sales pipelines and customer base. I found it pretty easy to use over other CRM systems I've used on projects.

Pros

  • Sales pipeline
  • Customer engagement
  • Marketing

Cons

  • Nothing that stands out to me

Return on Investment

  • Positive ROI for my client

Usability

Alternatives Considered

ACTIVE Camp, Keap (formerly Infusionsoft), HubSpot CRM and Pipedrive

Other Software Used

Zapier, ACTIVE Camp, Pipedrive

Easy and Quick Customer Management, POS and Appointment Setting system

Incentivized
Verified User
C-Level Executive in Marketing (1-10 employees employees)

Use Cases and Deployment Scope

We use Square Customer Engagement as a point of sale tool, but also as our online customer appointment booking and payment system. As a 2-person start-up, we needed something very simple that could serve as both an in-person POS system and online, that way we didn't have to maintain two separate customer databases. Square Customer Engagement not only did that, but serves as an appointment scheduling system for our customers, fully integrating with our Google Calendars, which takes out the guest work out of availability. As our system of record for customer information, we can also use Square Customer Engagement to contact customers regarding their appointments, set up automated messaging (Email and SMS) and send marketing campaigns. Really love that everything is under one roof with Square Customer Engagement.

Pros

  • Appointment Scheduling
  • Invoicing and billing of customers
  • Customer messaging
  • Marketing

Cons

  • Inability to transfer funds to bank in real time (PayPal offers this option, for a fee)
  • The option to create a website on Square is very limited. We opted to integrate the Square appointment setting tool into our site, as the site Square offered was subpart.
  • Google calendar integration is now a premium feature, and it used to be included!

Return on Investment

  • Significantly expedited out go-to-market launch by giving us a quick way to take customer payments and appointments
  • Huge time saver with automation of customer communications during and after the purchase/appointment setting process
  • Time saving by taking away the need to manage separate appointment calendars (Square integrates with existing Google Calendars)

Usability

Other Software Used

Google Workspace, Google Calendar, Constant Contact

Great all in one!

Incentivized
Verified User
Partner in Professional Services (1-10 employees employees)

Use Cases and Deployment Scope

I use Square Customer Engagement to keep track of my clients, as well as people who have purchased from me. It's great to have a record of who purchased what so I can use that info to market to them in the future.

Pros

  • User friendly interface
  • Easy to keep track of clients

Cons

  • Could have more customizable fields
  • More customizable reports

Return on Investment

  • So easy to send invoices and have clients save payment info! Huge time saver!

Usability

Alternatives Considered

Redtail CRM, Mailchimp, ActiveCampaign and ConvertKit

Square, For the Individual or Small Business.

Incentivized
Kyle FaragoView profile
Independent Contractor in Information Technology at Loenbro (1-10 employees employees)

Use Cases and Deployment Scope

For my independant contractor work in IT Support, and Consultation I am the only employee, and thus I am the only one using the Square system, and this is exactly why it is perfect for me. My work is at times few and far between since I have a full time job as well, so there are times I use my Square frequently, and other times not at all or very little for a while. There are no monthly charges, which again is perfect due to the low utilization at times, and the hardware is free or reasonably priced depending on what you need. It allows me to take a payment from nearly anyone as checks can be a risky thing at times in this day and age, and guarantees payment.

Pros

  • No monthly fees
  • Reasonable per transaction fee
  • Good priced equipment/addons
  • Chip and NFC readers available

Cons

  • Some of the build quality on the peripherals could feel a bit better.
  • Have more options for businesses with more credit card transactions such as monthly or discounted per transaction once a certain number is reached.
  • Have functionality to allow for a typed card number without the higher fee if the software verifies there is a hardware/read error with the card.

Return on Investment

  • This has allowed me to accept credit / debit transactions without having to have a monthly subscription to a service and lose money on times of no to little use, allowing me to have a broader customer range as checks are risky.
  • All of my initial equipment was free and there were no startup costs so my return was immediate.
  • The small fee taken out of the transaction is very much worth the ability to accept nearly all plastic transactions.