Item: Square Customers
Rating: 8
Author: Verified User

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

Return on Investment

So easy to send invoices and have clients save payment info! Huge time saver!

Alternatives Considered

Redtail CRM, Mailchimp, ActiveCampaign and ConvertKit

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!

Key Insights

Do you think Square Customers delivers good value for the price?

Yes

Are you happy with Square Customers's feature set?

Yes

Did Square Customers live up to sales and marketing promises?

Yes

Did implementation of Square Customers go as expected?

Yes

Would you buy Square Customers again?

Yes

Usability

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

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.

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.

Great all in one!

Overall Satisfaction with Square Customer Engagement