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 Fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Square Customers
Considered Both Products
Block, Inc (Square)
Verified User
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!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Independent Contractor in Information Technology at Loenbro (Information Technology and Services, 1-10 employees)
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Key User Insights
Would buy again
No answers on this topic
Delivers good value for the price
No answers on this topic
Happy with the feature set
No answers on this topic
Lived up to sales and marketing promises
No answers on this topic
Implementation went as expected
No answers on this topic
Features
Square Customers
Sales Force Automation
Comparison of Sales Force Automation features of Square Customers
Feature
Square Customers
7.1
4 Ratings
10% below category average
Customer data management / contact management
9.04 Ratings
Workflow management
8.13 Ratings
Territory management
5.33 Ratings
Opportunity management
4.02 Ratings
Integration with email client (e.g., Outlook or Gmail)
9.53 Ratings
Contract management
8.04 Ratings
Quote & order management
6.94 Ratings
Interaction tracking
7.74 Ratings
Channel / partner relationship management
5.83 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Square Customers
Feature
Square Customers
6.8
2 Ratings
12% below category average
Case management
7.32 Ratings
Call center management
6.82 Ratings
Help desk management
6.32 Ratings
Marketing Automation
Comparison of Marketing Automation features of Square Customers
Feature
Square Customers
8.9
2 Ratings
14% above category average
Lead management
8.92 Ratings
Email marketing
8.92 Ratings
CRM Project Management
Comparison of CRM Project Management features of Square Customers
Feature
Square Customers
7.9
3 Ratings
3% above category average
Task management
5.73 Ratings
Billing and invoicing management
9.53 Ratings
Reporting
8.43 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Square Customers
Feature
Square Customers
8.7
2 Ratings
13% above category average
Forecasting
8.02 Ratings
Pipeline visualization
9.02 Ratings
Customizable reports
9.02 Ratings
Customization
Comparison of Customization features of Square Customers
Feature
Square Customers
6.9
2 Ratings
10% below category average
Custom fields
3.72 Ratings
Scripting environment
7.01 Ratings
API for custom integration
10.01 Ratings
Security
Comparison of Security features of Square Customers
Feature
Square Customers
9.5
3 Ratings
12% above category average
Single sign-on capability
10.01 Ratings
Role-based user permissions
9.03 Ratings
Social CRM
Comparison of Social CRM features of Square Customers
Feature
Square Customers
6.6
2 Ratings
13% below category average
Social data
6.32 Ratings
Social engagement
6.82 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Square Customers
Feature
Square Customers
6.0
1 Ratings
23% below category average
Marketing automation
10.01 Ratings
Compensation management
2.01 Ratings
Platform
Comparison of Platform features of Square Customers
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!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
