What users are saying about
2 Ratings
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Score 8.5 out of 100
11 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Salesboom

Make sure you give them a good idea about your sales process and discuss with them how your data will be imported.
Steve Berkman | TrustRadius Reviewer

Square Customer Engagement

[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.
Kyle Farago | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesboom
8.4
Square Customer Engagement
8.0
Customer data management / contact management
Salesboom
9.1
Square Customer Engagement
8.0
Workflow management
Salesboom
8.2
Square Customer Engagement
8.0
Territory management
Salesboom
7.9
Square Customer Engagement
8.0
Opportunity management
Salesboom
9.1
Square Customer Engagement
8.0
Integration with email client (e.g., Outlook or Gmail)
Salesboom
7.9
Square Customer Engagement
8.0
Contract management
Salesboom
7.3
Square Customer Engagement
8.0
Quote & order management
Salesboom
9.1
Square Customer Engagement
8.0
Interaction tracking
Salesboom
9.1
Square Customer Engagement
8.0
Channel / partner relationship management
Salesboom
7.6
Square Customer Engagement
8.0

Customer Service & Support

Salesboom
7.5
Square Customer Engagement
Case management
Salesboom
7.9
Square Customer Engagement
Call center management
Salesboom
7.3
Square Customer Engagement
Help desk management
Salesboom
7.3
Square Customer Engagement

Marketing Automation

Salesboom
9.1
Square Customer Engagement
Lead management
Salesboom
9.1
Square Customer Engagement
Email marketing
Salesboom
9.1
Square Customer Engagement

CRM Project Management

Salesboom
9.0
Square Customer Engagement
8.0
Task management
Salesboom
9.1
Square Customer Engagement
8.0
Billing and invoicing management
Salesboom
8.8
Square Customer Engagement
8.0
Reporting
Salesboom
9.1
Square Customer Engagement
8.0

CRM Reporting & Analytics

Salesboom
8.9
Square Customer Engagement
8.0
Forecasting
Salesboom
9.1
Square Customer Engagement
8.0
Pipeline visualization
Salesboom
8.8
Square Customer Engagement
8.0
Customizable reports
Salesboom
8.8
Square Customer Engagement
8.0

Customization

Salesboom
8.6
Square Customer Engagement
Custom fields
Salesboom
9.1
Square Customer Engagement
Custom objects
Salesboom
8.8
Square Customer Engagement
Scripting environment
Salesboom
7.3
Square Customer Engagement
API for custom integration
Salesboom
9.1
Square Customer Engagement

Security

Salesboom
8.2
Square Customer Engagement
8.0
Single sign-on capability
Salesboom
7.3
Square Customer Engagement
Role-based user permissions
Salesboom
9.1
Square Customer Engagement
8.0

Social CRM

Salesboom
8.0
Square Customer Engagement
Social data
Salesboom
8.2
Square Customer Engagement
Social engagement
Salesboom
7.9
Square Customer Engagement

Integrations with 3rd-party Software

Salesboom
8.6
Square Customer Engagement
Marketing automation
Salesboom
9.1
Square Customer Engagement
Compensation management
Salesboom
8.2
Square Customer Engagement

Platform

Salesboom
7.3
Square Customer Engagement
8.0
Mobile access
Salesboom
7.3
Square Customer Engagement
8.0

Pros

Salesboom

  • As a customer of Salesboom we get a dedicated CRM consultant that helps out with customizations, data importing, etc.
  • Customer support is great.
  • The CRM gets updated quarterly without user intervention.
Tom Greenberg | TrustRadius Reviewer

Square Customer Engagement

  • No monthly fees
  • Reasonable per transaction fee
  • Good priced equipment/addons
  • Chip and NFC readers available
Kyle Farago | TrustRadius Reviewer

Cons

Salesboom

  • The billing and invoicing needs a bit of improvement.
  • We would like to see more ERP-like features.
  • The customer self service portal needs improvement.
Steve Berkman | TrustRadius Reviewer

Square Customer Engagement

  • 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.
Kyle Farago | TrustRadius Reviewer

Support Rating

Salesboom

Salesboom 8.2
Based on 1 answer
We have a dedicated account manager and support. Whenever we need help we get it.
Steve Berkman | TrustRadius Reviewer

Square Customer Engagement

No score
No answers yet
No answers on this topic

Alternatives Considered

Salesboom

Salesboom worked with us from day one before purchasing our requirements. Once we rolled out the CRM implementation, their customer support is very helpful. The system is very user friendly, feature rich and the prices are very competitive.

Another Important advantage for Salesboom.com CRM is that they have a service level agreement, with an up time guarantee.
Tom Greenberg | TrustRadius Reviewer

Square Customer Engagement

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.
Kyle Farago | TrustRadius Reviewer

Return on Investment

Salesboom

  • Less sales opportunities slip through the cracks.
  • Reduces sales redundant tasks and saves time.
  • Makes customers.
Tom Greenberg | TrustRadius Reviewer

Square Customer Engagement

  • 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.
Kyle Farago | TrustRadius Reviewer

Pricing Details

Salesboom

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Square Customer Engagement

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Salesboom
8.5
Square Customer Engagement
9.0

Support Rating

Salesboom
8.2
Square Customer Engagement

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