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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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Recent Reviews

Great all in one!

8 out of 10
May 31, 2022
Incentivized
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 …
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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 and Ratings

(14)

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Kyle Farago | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
[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.
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
  • 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.
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