Easy and Quick Customer Management, POS and Appointment Setting system
We use Square Customer Engagement as a point of sale tool, but also as our online customer appointment booking and payment system. As a …
Starting at $0
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What is Square Customers?
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.
Recent Reviews
Pricing
Customer Directory
$0
Cloud
Gift Card Starter Pack
$2
Cloud
per card (plus 2.6% + 10¢ processing fee)
Email Marketing
starting $15
Cloud
per month
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://squareup.com/us/en/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is Square Customers?
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.
The core of the product is Square's Customer Directory. Every time a sale is completed, a customer profile is automatically generated in Customer Directory. With future transactions, Square de-duplicates and enriches data. The user can update contact details, view purchase history, and save a card on file to make checkout quick. It includes Square Customers API, used to integrate Customer Directory with whatever external customer repositories a business has in use.
Additionally, the suite includes Square Marketing, used to expand business with personalized, one-time and automated
The core of the product is Square's Customer Directory. Every time a sale is completed, a customer profile is automatically generated in Customer Directory. With future transactions, Square de-duplicates and enriches data. The user can update contact details, view purchase history, and save a card on file to make checkout quick. It includes Square Customers API, used to integrate Customer Directory with whatever external customer repositories a business has in use.
Additionally, the suite includes Square Marketing, used to expand business with personalized, one-time and automated
email and text campaigns to keep customers engaged. And Square Loyalty can be used to enroll and reward customers directly from a connected Square POS or Square Online.
Square Customers Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Comparisons
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Reviews and Ratings
(14)Attribute Ratings
Reviews
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
May 31, 2022
Great all in one!
I use Square Customer Engagement to keep track of my clients, as well as people who have purchased from me. It's great to have a record of who purchased what so I can use that info to market to them in the future.
- User friendly interface
- Easy to keep track of clients
- Could have more customizable fields
- More customizable reports
80%
8.0
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- So easy to send invoices and have clients save payment info! Huge time saver!
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!
May 27, 2022
Great user-friendly CRM System
I recently subcontracted to a client that uses this software in their business. They use it to manage their sales pipelines and customer base. I found it pretty easy to use over other CRM systems I've used on projects.
- Sales pipeline
- Customer engagement
- Marketing
- Nothing that stands out to me
68.88888888888889%
6.9
96.66666666666666%
9.7
100%
10.0
100%
10.0
86.66666666666666%
8.7
45%
4.5
95%
9.5
95%
9.5
60%
6.0
90%
9.0
- Positive ROI for my client
A lot easier to use than Infusionsoft!!
September 09, 2016
Square, For the Individual or Small Business.
For my independant contractor work in IT Support, and Consultation I am the only employee, and thus I am the only one using the Square system, and this is exactly why it is perfect for me. My work is at times few and far between since I have a full time job as well, so there are times I use my Square frequently, and other times not at all or very little for a while. There are no monthly charges, which again is perfect due to the low utilization at times, and the hardware is free or reasonably priced depending on what you need. It allows me to take a payment from nearly anyone as checks can be a risky thing at times in this day and age, and guarantees payment.
- No monthly fees
- Reasonable per transaction fee
- Good priced equipment/addons
- Chip and NFC readers available
- 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.
80%
8.0
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8.0
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40%
4.0
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80%
8.0
- 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.
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.