Square

Invoicing & Payment Processing

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A versatile payment integration solution seamlessly embedded within customer relationship management (CRM) systems that enables businesses to process payments directly through invoices, whether online, in person, or via email. Its main features include automatic synchronization of payment data with standard CRM records, support for multiple payment methods such as card payments, Apple Pay, and contactless options, as well as compatibility with popular CRM platforms like HubSpot, Salesforce, and Monday.com. It addresses the challenges of manual payment reconciliation, streamlines cash flow management, reduces errors, and enhances the efficiency of billing and payment collection processes, making it ideal for sales teams, service providers, and small to medium-sized enterprises seeking to simplify financial transactions within their existing workflow.

Square can be found in Invoicing & Payment Processing categories.

The most similar products to Square are:

ClearCRM Promoted → DepositFix → SuiteSync →

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Details

Square Main Features

• Invoices in CRM
  Your invoices are stored and managed inside your CRM system.
• Online payments
  Customers can pay online using card or Apple Pay.
• Automatic updates
  Payments are recorded and the invoice shows as paid automatically.
• One Square account
  Use one Square account with any CRM system your team uses.
• Same record updates
  No matter how you get paid, the invoice, contact, and item details are the same in your CRM.
• Payments for HubSpot
  Collect payments on HubSpot invoices, deals, and orders with all details writing back to records.
• Payments for Monday.com
  Take payments on Monday.com boards, updating the records automatically.
• Payments for Salesforce
  Collect payments against Salesforce opportunities and invoices.
• Payments through Square
  You can accept payments using Square on the invoices you already send.
• Flexible payment options
  Choose how to get paid – in person, online, or by email invoice.
• Multiple payment methods
  You can pay in person with a card reader, online, or by email invoice.
• Works with different CRMs
  It works with HubSpot currently, with Salesforce and Monday.com in development.
• Payment processing in person
  Push amounts to a Square Terminal, and customers tap their card or phone to pay.

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Square Alternatives

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DepositFix

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SuiteSync

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Technologies Used

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