What users are saying about
11 Ratings
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Score 8.6 out of 100
1 Rating
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Score 9 out of 100

Likelihood to Recommend

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

YetiForce CRM

YetiForceCRM is warmly recommended for any enterprise with the need for a solid, reliable CRM system without the typical high costs attached. It is not suitable for companies without a strong IT support due to its server requirements and lack of documentation that requires experimentation to some extent. A cloud-based system would be more suitable in this scenario.
Michael Brennan | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Square Customer Engagement
8.0
YetiForce CRM
8.6
Customer data management / contact management
Square Customer Engagement
8.0
YetiForce CRM
9.0
Workflow management
Square Customer Engagement
8.0
YetiForce CRM
9.0
Territory management
Square Customer Engagement
8.0
YetiForce CRM
9.0
Opportunity management
Square Customer Engagement
8.0
YetiForce CRM
9.0
Integration with email client (e.g., Outlook or Gmail)
Square Customer Engagement
8.0
YetiForce CRM
8.0
Contract management
Square Customer Engagement
8.0
YetiForce CRM
9.0
Quote & order management
Square Customer Engagement
8.0
YetiForce CRM
8.0
Interaction tracking
Square Customer Engagement
8.0
YetiForce CRM
8.0
Channel / partner relationship management
Square Customer Engagement
8.0
YetiForce CRM

CRM Project Management

Square Customer Engagement
8.0
YetiForce CRM
8.0
Task management
Square Customer Engagement
8.0
YetiForce CRM
9.0
Billing and invoicing management
Square Customer Engagement
8.0
YetiForce CRM
7.0
Reporting
Square Customer Engagement
8.0
YetiForce CRM
8.0

CRM Reporting & Analytics

Square Customer Engagement
8.0
YetiForce CRM
7.7
Forecasting
Square Customer Engagement
8.0
YetiForce CRM
8.0
Pipeline visualization
Square Customer Engagement
8.0
YetiForce CRM
7.0
Customizable reports
Square Customer Engagement
8.0
YetiForce CRM
8.0

Platform

Square Customer Engagement
8.0
YetiForce CRM
8.0
Mobile access
Square Customer Engagement
8.0
YetiForce CRM
8.0

Security

Square Customer Engagement
8.0
YetiForce CRM
7.5
Role-based user permissions
Square Customer Engagement
8.0
YetiForce CRM
8.0
Single sign-on capability
Square Customer Engagement
YetiForce CRM
7.0

Customer Service & Support

Square Customer Engagement
YetiForce CRM
8.0
Case management
Square Customer Engagement
YetiForce CRM
8.0
Call center management
Square Customer Engagement
YetiForce CRM
8.0
Help desk management
Square Customer Engagement
YetiForce CRM
8.0

Marketing Automation

Square Customer Engagement
YetiForce CRM
7.5
Lead management
Square Customer Engagement
YetiForce CRM
8.0
Email marketing
Square Customer Engagement
YetiForce CRM
7.0

Customization

Square Customer Engagement
YetiForce CRM
9.0
Custom fields
Square Customer Engagement
YetiForce CRM
10.0
Custom objects
Square Customer Engagement
YetiForce CRM
10.0
Scripting environment
Square Customer Engagement
YetiForce CRM
8.0
API for custom integration
Square Customer Engagement
YetiForce CRM
8.0

Social CRM

Square Customer Engagement
YetiForce CRM
8.0
Social data
Square Customer Engagement
YetiForce CRM
8.0

Pros

Square Customer Engagement

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

YetiForce CRM

  • Detailed customization
  • Stability and speed
  • Customer support
Michael Brennan | TrustRadius Reviewer

Cons

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

YetiForce CRM

  • Lack of documentation
  • No auto updates
  • Server requirements
Michael Brennan | TrustRadius Reviewer

Alternatives Considered

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

YetiForce CRM

The two reasons we have decided towards YetiForceCRM were its price (free) and the customization options (almost unlimited). The other CRM systems come with a price tag but still have many features left out. On the other hand, YetiForceCRM gives us the option of custom modules resulting in full control of our data and workflows.
Michael Brennan | TrustRadius Reviewer

Return on Investment

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

YetiForce CRM

  • Cost savings
  • More flexibility with the number of users
  • Improved project management results
Michael Brennan | TrustRadius Reviewer

Screenshots

Square Customer Engagement

Pricing Details

Square Customer Engagement

General

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

Square Customer Engagement Editions & Modules

Additional Pricing Details

YetiForce CRM

General

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

YetiForce CRM Editions & Modules

Edition
YetiForce CRMFree
  1. none
Additional Pricing Details
YetiForceCRM is open source and free. There are no license fees. Free support is provided on GitHub. Paid support and additional services are available in the Marketplace which can be accessed directly from the CRM system.

Rating Summary

Likelihood to Recommend

Square Customer Engagement
9.0
YetiForce CRM
9.0

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