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Square Customers

Square Customers

Overview

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.

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Learn from top reviewers

Easy and Quick Customer Management, POS and Appointment Setting system

Rating: 9 out of 10
June 8, 2022
IncentivizedVetted ReviewVerified User
We use Square Customer Engagement as a point of sale tool, but also as our online customer appointment booking and payment system. As a 2-person start-up, we needed something ...
Continue reading
Verified user
C-Level Executive
Square Customers2 years of experience

Great all in one!

Rating: 8 out of 10
May 31, 2022
IncentivizedVetted ReviewVerified User
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...
Continue reading
Verified user
Partner
Square Customers1 year of experience

Great user-friendly CRM System

Rating: 9 out of 10
May 27, 2022
IncentivizedVetted ReviewVerified User
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 ov...
Continue reading
Claire Hunter
Director - Marketing
Owner
the social media concierge
Square Customers1 year of experience

Square, For the Individual or Small Business.

Rating: 9 out of 10
September 9, 2016
IncentivizedVetted ReviewVerified User
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 pe...
Continue reading
Kyle Farago
Technician - Information Technology
Independent Contractor
Loenbro
Square Customers4 years of experience
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Pricing

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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
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Product 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
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 TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews From Top Reviewers

View all reviews
(1-4 of 4)

Great user-friendly CRM System

Rating: 9 out of 10
Incentivized
May 27, 2022
CH
Claire Hunter
Owner
the social media concierge (Marketing & Advertising, 1-10 employees)
Vetted Review
Verified User
Square Customers
1 year of experience
View profile
Use Cases and Deployment Scope
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.
Pros
  • Sales pipeline
  • Customer engagement
  • Marketing
Cons
  • Nothing that stands out to me
Likelihood to Recommend
I've only used it on one client project, so I don't have enough data or use to answer this. I was involved with a marketing project to generate leads for the client CRM, so I only used a few of the features.
Square Customers Feature Ratings
Sales Force Automation (9)
68.88888888888889%
6.9
Customer data management / contact management
100%
10.0
Workflow management
70%
7.0
Territory management
10%
1.0
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
90%
9.0
Quote & order management
90%
9.0
Interaction tracking
70%
7.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
96.66666666666666%
9.7
Case management
100%
10.0
Call center management
100%
10.0
Help desk management
90%
9.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
86.66666666666666%
8.7
Forecasting
80%
8.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (4)
45%
4.5
Custom fields
10%
1.0
Custom objects
N/A
N/A
Scripting environment
70%
7.0
API for custom integration
100%
10.0
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM (2)
95%
9.5
Social data
90%
9.0
Social engagement
100%
10.0
Integrations with 3rd-party Software (2)
60%
6.0
Marketing automation
100%
10.0
Compensation management
20%
2.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
Return on Investment
  • Positive ROI for my client
Usability
10
A lot easier to get your head around and fewer pieces of software are required to manage clients' projects and systems.
Alternatives Considered
A lot easier to use than Infusionsoft!!
Other Software Used
Support Rating
8
I never had to contact them so have no review on this section

Easy and Quick Customer Management, POS and Appointment Setting system

Rating: 9 out of 10
Incentivized
June 08, 2022
Verified User
C-Level Executive in Marketing
Consumer Services Company, 1-10 employees
Vetted Review
Verified User
Square Customers
2 years of experience
Use Cases and Deployment Scope
We use Square Customer Engagement as a point of sale tool, but also as our online customer appointment booking and payment system. As a 2-person start-up, we needed something very simple that could serve as both an in-person POS system and online, that way we didn't have to maintain two separate customer databases. Square Customer Engagement not only did that, but serves as an appointment scheduling system for our customers, fully integrating with our Google Calendars, which takes out the guest work out of availability. As our system of record for customer information, we can also use Square Customer Engagement to contact customers regarding their appointments, set up automated messaging (Email and SMS) and send marketing campaigns. Really love that everything is under one roof with Square Customer Engagement.
Pros
  • Appointment Scheduling
  • Invoicing and billing of customers
  • Customer messaging
  • Marketing
Cons
  • Inability to transfer funds to bank in real time (PayPal offers this option, for a fee)
  • The option to create a website on Square is very limited. We opted to integrate the Square appointment setting tool into our site, as the site Square offered was subpart.
  • Google Calendar integration is now a premium feature, and it used to be included!
Likelihood to Recommend
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!
Square Customers Feature Ratings
Sales Force Automation (9)
68.88888888888889%
6.9
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
90%
9.0
Opportunity management
40%
4.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
70%
7.0
Quote & order management
50%
5.0
Interaction tracking
70%
7.0
Channel / partner relationship management
30%
3.0
Customer Service & Support (3)
43.33333333333333%
4.3
Case management
50%
5.0
Call center management
40%
4.0
Help desk management
40%
4.0
Marketing Automation (2)
80%
8.0
Lead management
80%
8.0
Email marketing
80%
8.0
CRM Project Management (3)
60%
6.0
Task management
20%
2.0
Billing and invoicing management
90%
9.0
Reporting
70%
7.0
CRM Reporting & Analytics
N/A
N/A
Customization (1)
60%
6.0
Custom fields
60%
6.0
Security (1)
90%
9.0
Role-based user permissions
90%
9.0
Social CRM (2)
40%
4.0
Social data
40%
4.0
Social engagement
40%
4.0
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
Return on Investment
  • Significantly expedited out go-to-market launch by giving us a quick way to take customer payments and appointments
  • Huge time saver with automation of customer communications during and after the purchase/appointment setting process
  • Time saving by taking away the need to manage separate appointment calendars (Square integrates with existing Google Calendars)
Usability
9
Square is very straightforward and easy to use. They have recently added new features to the UI, but everything is very user friendly, so one can intuitively figure out how to accomplish what needs to be done in the UI or figure out what new features are used for. The integration with other tools, such as Google Calendar, is seamless, as well as the customer communication center. Square gives a wholistic view of the customer and that is also a great feature!
Other Software Used
Support Rating
7
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.

Great all in one!

Rating: 8 out of 10
Incentivized
May 31, 2022
Verified User
Partner in Professional Services
Financial Services Company, 1-10 employees
Vetted Review
Verified User
Square Customers
1 year of experience
Use Cases and Deployment Scope
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.
Pros
  • User friendly interface
  • Easy to keep track of clients
Cons
  • Could have more customizable fields
  • More customizable reports
Likelihood to Recommend
When you need a simple CRM, sales, and marketing tool all in one, this is a great option. I hate having to have multiple different pieces of software to do what you need. This is great that it is all one system that connects seamlessly.
Square Customers Feature Ratings
Sales Force Automation (4)
80%
8.0
Customer data management / contact management
80%
8.0
Contract management
80%
8.0
Quote & order management
70%
7.0
Interaction tracking
90%
9.0
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
N/A
N/A
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
Return on Investment
  • So easy to send invoices and have clients save payment info! Huge time saver!
Usability
10
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.
Alternatives Considered
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!
Support Rating
8
Have not had to use their support. I've read a help article that worked to provide the answer for that particular question but I haven't had to reach out to a live person.

Square, For the Individual or Small Business.

Rating: 9 out of 10
Incentivized
September 09, 2016
KF
Kyle Farago
Independent Contractor
Loenbro (Information Technology and Services, 1-10 employees)
Vetted Review
Verified User
Square Customers
4 years of experience
View profile
Use Cases and Deployment Scope
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.
Pros
  • No monthly fees
  • Reasonable per transaction fee
  • Good priced equipment/addons
  • Chip and NFC readers available
Cons
  • 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.
Likelihood to Recommend
[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.
Square Customers Feature Ratings
Sales Force Automation (9)
80%
8.0
Customer data management / contact management
80%
8.0
Workflow management
80%
8.0
Territory management
80%
8.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
80%
8.0
Quote & order management
80%
8.0
Interaction tracking
80%
8.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
80%
8.0
Task management
80%
8.0
Billing and invoicing management
80%
8.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
80%
8.0
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
40%
4.0
Role-based user permissions
80%
8.0
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
80%
8.0
Mobile access
80%
8.0
Return on Investment
  • 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.
Alternatives Considered
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.
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