17hats vs Square Customer Engagement

Likelihood to Recommend

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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[Square is well suited for] Any small business / independent contractor with little to medium business flow where a monthly fee just doesn't make sense. If you are performing large transactions or have a lot of business / a lot of people using square readers then an actual flat rate from a bank / provider would likely be a better option.

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Kyle Farago

Independent Contractor

LoenbroInformation Technology and Services, 1-10 employees

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Feature Rating Comparison

17hats

Square Customer Engagement

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

17hats

Square Customer Engagement

Case management

17hats

Square Customer Engagement

Lead management

17hats

Square Customer Engagement

Task management

Billing and invoicing management

Reporting

17hats

Square Customer Engagement

Custom fields

17hats

Square Customer Engagement

Single sign-on capability

Role-based user permissions

17hats

Square Customer Engagement

Marketing automation

17hats

Square Customer Engagement

Mobile access

17hats

Square Customer Engagement

Forecasting

Pipeline visualization

Customizable reports

Pros

Invoicing
Creating online questionnaire

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

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

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Kyle Farago

Independent Contractor

LoenbroInformation Technology and Services, 1-10 employees

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Cons

Cheaper credit card charges
Ability to tweak their questionnaires a bit more

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

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.

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Kyle Farago

Independent Contractor

LoenbroInformation Technology and Services, 1-10 employees

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Support Rating

17hats 8.0

Based on 1 answer

It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

No score

No answers yet

No answers on this topic

Alternatives Considered

No answers on this topic

The only other service similar to Square I have any interaction with is PayPal here, it works in a very similar manner, and at the time had the same exact fee schedule. It has the added perk of going directly into your PayPal account if this is a service you use a lot of for your business. It (at the time) did not have any additional readers or peripherals such as NFC or Chip readers, but that may have changed now. Over all I'd say they are pretty close to each other performance wise, but Square has a bigger user base for the card reader specifically.

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Kyle Farago

Independent Contractor

LoenbroInformation Technology and Services, 1-10 employees

View all 1 answers on this topic

Return on Investment

ROI - Saves me time on creating invoices and questionnaires.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

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.

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Kyle Farago

Independent Contractor

LoenbroInformation Technology and Services, 1-10 employees

View all 1 answers on this topic

Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Rating Summary

17hats

Square Customer Engagement

17hats

Square Customer Engagement

Likelihood to Recommend

17hats

Square Customer Engagement

Feature Rating Comparison

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

Case management

Lead management

Task management

Billing and invoicing management

Reporting

Custom fields

Single sign-on capability

Role-based user permissions

Marketing automation

Mobile access

Forecasting

Pipeline visualization

Customizable reports

Pros

17hats

Square Customer Engagement

Cons

17hats

Square Customer Engagement

Support Rating

17hats

Square Customer Engagement

Alternatives Considered

17hats

Square Customer Engagement

Return on Investment

17hats

Square Customer Engagement

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Rating Summary

Add comparison