Best CRM Software for Square POS

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Please also update our description as follows: Birdeye is the top-rated reputation, social media, and customer experience platform for local brands and multi-location businesses. Over 150,000 businesses leverage Birdeye’s AI-powered platform to get found online, improve online reputation, streamline social publishing, connect through digital channels, and deliver a wowing customer experience.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

HoneyBook makes it easy for independent business owners to communicate with customers and clients, manage projects, and get paid—all in one place. With the help from our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

All-in-one software that can be used to repair shops and other businesses. Part-time business? Full-Service Shop Computer Repair Shop? Multiple Locations We have you covered! RepairShopr's Workflow will increase shop efficiency. Integrated communication tools help to build customer relationships. With Leads and Marketing Tools, you can create repeat business and attract new customers. A powerful integrated marketing platform, not just a CRM. You can try RepairShopr for free to see if it is right for you. Quickbooks, Xero and Slack, eTech Parts and PayPal, eTech Calendar, Cloud Print, RepairTech and many other services. CRM, ticketing and billing, invoicing, billing, automated Marketing, 3-way email, POS System inventory, scheduling. Mobile phone repair, inventory management. Automated ordering, refurbs and accessories POS. Time clock. Bike, Jewelry and Watch, Scuba, Autos, Small Engines, Drones, Shoe Repairs, IT Pros / MSSP You name it, we have it!

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

Dubsado's suite of tools and features allows you to outsource repetitive work so you can use your time and energy to do the work you were hired for. Dubsado, a business management tool, is designed to simplify the work of managing your business. To streamline your projects, build relationships, schedule appointments, create workflows, and establish relationships. We can capture leads on your website and automatically follow up with a questionnaire based upon the client's input. Or send them a proposal that will get them excited about big-ticket packages. Book a demo with us in a 1:1 setting! You can try us for free (with no time limit)

Preferred Patron Loyalty offers the best loyalty and gift card solutions on the market. Preferred Patron is a multi-channel marketing solution that can be used by all companies. It also offers visitor loyalty management, incentive promotions, and gift card management capabilities. You can increase customer engagement with Preferred Patron Loyalty by using e-mails and SMS to reach customers. This solution offers incentive-based promotions such as coupons, rewards, recognition, appreciation, referral, miss you, cash back, and more. You can either operate the solution standalone or leverage one our seamless integrations such as Square POS, VendHQ POS, and Shopify ECommerce.

Rize is a service that does everything for you to get positive reviews and attract more customers. Rize provides custom review response writing services to help businesses save time and effort. This tool allows you to quickly solicit feedback from customers via email, text message or in-store kiosk. You can even print "review us" cards! The tool integrates seamlessly with Every review site and focuses on sites that are most important to your business and your industry. Online reviews are critical for your business' online reputation, regardless of whether you receive positive or adverse brand feedback. Rize Review's review service allows you to show search engines and your target audience that you are committed to customer satisfaction. It is done by real humans with years of experience in online reputation management. Customers will trust you if it is easy. Are you ready to be a leader in your industry? Register now for a risk-free trial to manage your online reputation.

RepairDesk, a modern management software for repair shops, automates operations in single-store businesses, multi-store businesses, franchises, and mail-in repair depots. This highly customizable software is used by many industries including cell phones, computers, drones, watches & jewelry, shoes, small engines, and more. RepairDesk is a powerful software that allows you to track repair jobs, manage stock, order stock and streamline your repair store's operations.

123FormBuilder, a Kiteworks company, builds secure forms for registrations, payments, applications, and surveys. Ensure safe data collection with encryption, HIPAA compliance, and Salesforce integration for streamlined workflows. The platform allows enterprises to effectively build, deploy, and manage forms, surveys, and questionnaires while maintaining high security standards. With millions of submissions per month, 123FormBuilder succeeds in regulated areas such as healthcare, government, and financial services.

The ReadyCloud Suite is a comprehensive solution for Ecommerce that encompasses Shipping, Returns, and CRM functionalities. Providing an outstanding consumer experience involves more than just expedited order fulfillment, hassle-free returns, and effective communication. Are you overwhelmed by the number of browser tabs needed to manage your operations? ReadyCloud offers an integrated suite of systems designed to streamline your workflow. With features like Shipping, Returns, and Growth Marketing, all elements are interconnected for improved dialogue between Administration and Operations, eliminating the need for countless tabs. By linking your sales channels, you'll experience a seamless flow of orders through an ecommerce CRM, enhancing processes from Shipping and Returns to email Marketing. Each component is modular and many are available at no cost, enabling you to select only the features that suit your needs. Start utilizing the ReadyCloud Suite today and witness your business soar to new heights. Additionally, Action Alerts provide a targeted approach to growth marketing by delivering personalized emails or texts based on your customers’ shopping habits. This allows businesses to engage more effectively with their clientele, ultimately driving sales and enhancing customer satisfaction.

Provide your clients with an exceptional experience from the very beginning to the end of your services. Easily generate professional invoices and receive payments promptly through platforms like Stripe, Square, PayPal, Cash App, Venmo, or Zelle. You can also offer flexible payment plans and manage contract signing all from a single payment page. Leverage Bloom's groundbreaking task-tracking system to keep track of each project's next steps on one centralized dashboard, allowing you to create multiple workflows to suit your expanding business needs. Safeguard your interests by utilizing legally binding contract signatures, enabling you to send contracts with a single click or attach them to invoices and instant booking packages. Showcase your completed work in exquisite galleries with comprehensive options for layout, proofing, client feedback, download permissions, and activity tracking. Experience the simplest method to book clients with customizable package options, add-ons, scheduling, contract signing, and payment collection—all through a shareable link or an embedded option on your website. Bloom sets a new benchmark for service professionals, and you have the opportunity to upgrade to the complete suite of tools whenever you feel prepared to enhance your business capabilities. With each feature designed for efficiency, you will find that managing client relationships becomes seamless and rewarding.

ZEPIC, an AI-infused Customer Engagement Platform, delivers hyper-personalized customer experiences throughout the entire customer lifecycle. Zenie AI is at the core of this platform, which unifies data, automates campaigns across channels, and provides actionable insight, empowering marketers. The platform's integrated CDP provides a 360-degree view of the customer, enabling intelligent audience segmentation and activation across all channels. ZEPIC's intuitive, award-winning interface allows businesses of any size to create powerful marketing campaigns without needing technical expertise. This accelerates business growth.

Swipe One is a sophisticated CRM and marketing automation solution that leverages artificial intelligence to enhance the efficiency of sales and marketing for digital enterprises. The platform features a comprehensive CRM system that enables users to manage leads, monitor interactions, and automate outreach efforts, boasting rapid contact management and an all-encompassing view of customer demographics. With the inclusion of AI Agents, it can effectively qualify leads, tailor email communications, and automate responses, serving as a virtual sales aide. Furthermore, Swipe One equips users with marketing automation functionalities to design onboarding processes and initiate campaigns in response to user behaviors, in addition to offering dynamic email marketing tools for personalized large-scale communication. The platform also facilitates seamless integration with a variety of applications such as Stripe, Calendly, and Chargebee, allowing for automated processes and synchronized data across different systems. This comprehensive approach not only improves user engagement but also streamlines overall business operations for enhanced productivity.

AllProWebTools consolidates all your clients' contact details and interactions, encompassing emails, Facebook messages, text messages, and phone call logs, into a single application. You will receive alerts when potential leads submit your website forms, when invoices are settled, and when customers reach out to your business. The staff chat feature enables seamless communication with your team, whether you or they are on the move. Additionally, the Timecard system allows employees to clock in and out via their mobile devices, complete with GPS tracking for each entry. You can easily access customer records and view a comprehensive history of all communications your team has had, including emails, texts, phone calls, and Facebook messages. Notes can be added to client profiles, and you can monitor the tasks your staff are handling, along with their clock-in and clock-out times. Furthermore, AllProWebTools provides unmatched visibility into the effectiveness of your emails as well as the engagement levels of each contact with your outreach efforts, ensuring you're always informed about your communication dynamics. This comprehensive approach not only enhances operational efficiency but also strengthens your client relationships through better understanding and responsiveness.

AI seamlessly converts bank feeds into accurate accounting with a remarkable 95% precision, as recognized by Forbes' AI benchmark. This system is fully automated and can be tailored to suit individual client needs, resulting in usage rates that are tenfold compared to traditional banking platforms. An impressive 85% of users access their accounts monthly, showcasing the platform's effectiveness. The rise of open banking, driven by neobanks such as Google, Intuit, PayPal, and Square, poses fresh challenges to your business banking revenue streams, affecting areas like deposits, loans, and payments. To enhance your net banking revenue, leverage real-time cross-selling opportunities and maximize the potential of your existing small business clientele through Smart Advices™ powered by OneUp. The OneUp platform is built on an API framework to guarantee quick integration while providing the necessary customization and adaptability for your initiatives. It effectively presents income, expenses, and overall profitability for specified periods in chosen currencies, thanks to the data processing capabilities of OneUp AI, which translates bank feeds into precise accounting entries. This innovative approach not only streamlines financial management but also empowers businesses to make informed decisions based on real-time data.

In today's fast-paced market, capturing customer attention is increasingly challenging, forcing marketing and customer experience (CX) leaders to drive growth while managing limited time and resources. Pendula harnesses the vast capabilities of generative AI to equip teams with the tools necessary to foster adaptive and impactful two-way customer interactions, ultimately inspiring, engaging, and retaining customers on a larger scale. Positioned as a central figure in the dialogue between businesses and their clientele worldwide, Pendula offers intuitive drag-and-drop features that enable teams to maximize their productivity. By facilitating intelligent action based on real-time data, Pendula activates your entire data ecosystem, making it a cornerstone of next-generation customer engagement and retention strategies. Through its innovative workflow studio, the only constraints are those of your imagination, allowing users to select data sources that highlight crucial moments for their customers, thus enhancing the overall experience. This approach not only streamlines communication but also cultivates deeper relationships between brands and their audiences.