Square Customers

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Square Customers
Score 8.7 out of 10
N/A
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.
$0
Pricing
Square Customers
Editions & Modules
Customer Directory
$0
Gift Card Starter Pack
$2
per card (plus 2.6% + 10¢ processing fee)
Email Marketing
starting $15
per month
Text Message Marketing
starting at $10
per month
Loyalty
starting at $45
per month
Quick Cards
from 99c
per card (plus 2.6% + 10¢ processing fee)
Custom Cards
from 81c
per card (plus 2.6% + 10¢ processing fee)
Offerings
Pricing Offerings
Square Customers
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Square Customers
Considered Both Products
Square Customers
Chose Square Customers
Square has multiple tools in one - marketing, sales, and CRM. It isn't as robust as some other CRM platforms, so if that is your main need, you might look into other options. But if you just need to keep basic data on clients, this is a great way to go!
Chose Square Customers
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 …
Top Pros
Top Cons
Features
Square Customers
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Square Customers
7.1
4 Ratings
8% below category average
Customer data management / contact management9.04 Ratings
Workflow management8.13 Ratings
Territory management5.23 Ratings
Opportunity management4.02 Ratings
Integration with email client (e.g., Outlook or Gmail)9.53 Ratings
Contract management8.04 Ratings
Quote & order management6.94 Ratings
Interaction tracking7.74 Ratings
Channel / partner relationship management5.83 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Square Customers
6.8
2 Ratings
10% below category average
Case management7.42 Ratings
Call center management6.82 Ratings
Help desk management6.42 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Square Customers
8.9
2 Ratings
16% above category average
Lead management8.92 Ratings
Email marketing8.92 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Square Customers
7.9
3 Ratings
4% above category average
Task management5.83 Ratings
Billing and invoicing management9.53 Ratings
Reporting8.43 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Square Customers
8.7
2 Ratings
13% above category average
Forecasting8.02 Ratings
Pipeline visualization9.02 Ratings
Customizable reports9.02 Ratings
Customization
Comparison of Customization features of Product A and Product B
Square Customers
6.9
2 Ratings
9% below category average
Custom fields3.62 Ratings
Scripting environment7.01 Ratings
API for custom integration10.01 Ratings
Security
Comparison of Security features of Product A and Product B
Square Customers
9.5
3 Ratings
13% above category average
Single sign-on capability10.01 Ratings
Role-based user permissions9.03 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Square Customers
6.6
2 Ratings
10% below category average
Social data6.42 Ratings
Social engagement6.82 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Square Customers
6.0
1 Ratings
18% below category average
Marketing automation10.01 Ratings
Compensation management2.01 Ratings
Platform
Comparison of Platform features of Product A and Product B
Square Customers
9.0
3 Ratings
18% above category average
Mobile access9.03 Ratings
Best Alternatives
Square Customers
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternatives
User Ratings
Square Customers
Likelihood to Recommend
8.7
(4 ratings)
Usability
9.6
(3 ratings)
Support Rating
7.6
(3 ratings)
User Testimonials
Square Customers
Likelihood to Recommend
Block, Inc (Square)
Square is absolutely brilliant if you are just starting out and your business has both an in-person and an online component to it, as Square will solve both in-person POS and online booking/billing. Square also offers the option to create a free website for your company, though it is a very basic site, if you don't have a website yet, this is a VERY helpful option, as it takes away a huge cost. Square allowed us to be up and running in no time, taking away the need to worry about an expensive appointment-setting add-on from our current website provider (Square integrates quite nicely with our current site). Square is probably less ideal for more advanced users or companies with a need for more detailed inventory/service management. But even then, Square will more than likely be able to get the job done!
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Pros
Block, Inc (Square)
  • Sales pipeline
  • Customer engagement
  • Marketing
Read full review
Cons
Block, Inc (Square)
  • 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.
Read full review
Usability
Block, Inc (Square)
The user interface is easy to navigate - that's not always the case for some software! I look for something that is intuitive, easy to use, and doesn't take a ton of training to get up and running quickly.
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Support Rating
Block, Inc (Square)
Square is mostly focused on FAQs and online support, and they do a very good job creating a rich knowledge base. But, if you are not very tech savvy, it could be easy to feel a bit overwhelmed. I would recommend that they add a direct line or chat feature to call, rather than email or Knowledge base first. This might be due to staffing issues at Square, so perhaps it is the best they can do for now.
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Alternatives Considered
Block, Inc (Square)
A lot easier to use than Infusionsoft!!
Read full review
Return on Investment
Block, Inc (Square)
  • 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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ScreenShots