Square Customers vs. WhatCounts

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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How big is your email list? For the money WhatCounts allows us to manage a large list and gives us great tools. If you have a small list this product might be more than you need. How many emails do you want to send? WhatCounts charges by the email and of course you get a better price per email the more emails you send. If you will not be sending many emails or are sending to a small list WhatCounts might not be the right tool for you.

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• Sales pipeline
• Customer engagement
• Marketing

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• We receive super customer service from a dedicated account representative.
• The list management tools are easy to use and give us granular insight into what users are opening and where they are clicking.
• The analytics give us a variety of ways to look at the types of devices being used to view our content and the ways our users interact with content. For example we can see that most opens are on mobile but if a reader wants to spend time clicking into more in depth content they move over to a desktop computer.

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• 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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• Some of the list management tools were hard to find at first but now I use them every month. If I could change one thing I would allow the account details filter window to show all the available slots with no scrolling and I would add a feature to set / reset all selections on the dropdowns.

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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.

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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.

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We have a great representative. She schedules regular calls with our team and helps us learn new ways to use the tool. We get great personal support. I know she has many other clients but I always feel like she has time for me and genuinely enjoys working with our team.

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A lot easier to use than Infusionsoft!!

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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

We selected WhatCounts because it had the ability to help us manage our large list and gave us tools to help tailor our messages. In addition, WhatCounts had the ability to allow us to have an enterprise license but we could still have individual department accounts.

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• 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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Independently Invited by TrustRadius

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

• We use WhatCounts as a communication tool to our external groups mainly families and alumni. In our case our main objective is to get these groups timely information. While some of our emails do have a call to action for example signing up for Family Weekend or a Reunion Weekend we don't use the tool to generate leads in the way many organizations use html email.

Incentivized

Independently Invited by TrustRadius

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