Square 9 is a great software product.
Updated April 10, 2025

Square 9 is a great software product.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

SmartSearch (legacy)

Overall Satisfaction with Square 9 Softworks

I use Square 9 to send invoices to our customers. We store invoices, and it will track past-due payments for me. I confirm customer orders with pricing each day. We use it for much more within our company; however, I am not a member of those user groups.

Pros

  • Recall of invoices and sales orders.
  • Ease of notification of the invoices.
  • Ability to customize the platform for individual preferences.

Cons

  • Connections.
  • Servers resets required frequently.
  • Manual data exchange problems.
  • Removal of file cabinets - saving space.
  • Ease of confirming orders.
  • Ease of sending invoices.
  • When Square 9 is down, we are unable to communicate with customers. We must take many extra steps to do the same job that Square 9 does for us easily.
I am only a backup resource for Accounts payable. I am not able to accurately answer this question.

Do you think Square 9 Softworks delivers good value for the price?

Yes

Are you happy with Square 9 Softworks's feature set?

Yes

Did Square 9 Softworks live up to sales and marketing promises?

Yes

Did implementation of Square 9 Softworks go as expected?

Yes

Would you buy Square 9 Softworks again?

Yes

It is perfect for document storage. I have been able to remove all file cabinets in my office.

Using Square 9 Softworks

The items I am searching for are easily found. They are found in at least 95% of the searches. The failure rate generally is related to another employees user error or a template error set up by our Square 9 team in house.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Searches
  • notations on orders
  • emailing documents
  • retrieving documents
  • specific requests cannot be entered by the user
  • IT must be involved to set up an individualized search function.
  • The templates to not always capture the required information

Comments

  • Nick Fugaro | TrustRadius Reviewer
    Thanks for your review! We are glad to hear we have eliminated your file cabinets. Thank you for being a Square 9 customer.

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