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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

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
June 08, 2022

Easy and Quick Customer Management, POS and Appointment Setting system

Verified User
C-Level Executive in Marketing
Consumer Services Company, 1-10 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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 and Cons
  • Appointment Scheduling
  • Invoicing and billing of customers
  • Customer messaging
  • Marketing
  • 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)
Other Software Used
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!
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.
May 31, 2022

Great all in one!

Verified User
Partner in Professional Services
Financial Services Company, 1-10 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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 and Cons
  • User friendly interface
  • Easy to keep track of clients
  • 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!
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!
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.
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.
May 27, 2022

Great user-friendly CRM System

Claire Hunter | TrustRadius Reviewer
Claire Hunter
Owner
the social media concierge (Marketing & Advertising, 1-10 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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 and Cons
  • Sales pipeline
  • Customer engagement
  • Marketing
  • 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
Alternatives Considered
A lot easier to use than Infusionsoft!!
Other Software Used
Usability
10
A lot easier to get your head around and fewer pieces of software are required to manage clients' projects and systems.
Support Rating
8
I never had to contact them so have no review on this section
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