Bringing payments and relationship
management together

square-app-laptop

make getting paid faster a team sport

Copper is the first CRM to benefit from a native integration that is approved by Square. 

Which means you can say goodbye to switching between apps to complete your client order, payment and invoicing workflows. 

Available from Copper’s Integration Marketplace, once installed your team can get a holistic view of relationship history which now includes financial information on one single view.
 
Need Copper in your life to take control of relationships from your inbox? Get a free trial of Copper.

The only recommended CRM by Google Workspace

Use Google Workspace? Then you already know how to use Copper. Work out of your inbox and seamlessly integrate your invoice processing, so teams can easily manage their own customer payments and focus their time on the most valuable relationships.

cash flow front & center in your cRM

Whether you’re just starting out or need to bring all your finance processes into Copper, we’ve got you covered! 

For those who want to take it up a notch, we provide a fully managed service that takes all the headache out of invoice processing in Copper CRM, with the power of automation.

The Square integration Is free forever

All you need is an active Copper account. To start using the Square integration in Copper, please sign-up for a free Copper trial and head to Settings >> Integrations, where you’ll find the Square Tile (powered by three60.io). 

Do you already have Copper in your life? Visit the set-up guide here: Install the free Square App 

Improve Your Customer Buying Experience

Imagine not having to leave your CRM to view an invoice status, raise an order, send an invoice, request payment, get paid and understand where your cash-flow bottlenecks are.

Thanks to Square’s flexible payment processing, your customers can even settle invoices in a way that suits them – getting you paid faster.

Payment Status Snapshot

Track the status of payment transactions so sales can stay on top of accounts with an informed view of financial health of accounts. View all open, paid and unpaid Square Invoices within People, Company and Opportunity records

Secure Payment Workflows

If you're looking at taking it up a notch, this app can also empower your sales team to raise orders for their clients and send invoices on the back of those orders. It doesn't matter if you sell products or services, the app lets you log ad-hoc line items, add discounts and tax to your invoices.

get invoices out the door without even thinking about it

If you’re already using the Square App in Copper, take the next step and free up even more time with customer syncing and invoice process automation.

F.A.Q.

Supporting Subheading

There’s no implementation fee to install and use the Square App.

Yes! The Square App is always free to use, however, if you want to benefit from having an automatic sync between Copper and Square, please check out the paid sync service by clicking here.

We’ve taken great care to ensure this is PCI compliant, as sensitive data is only stored in Square. No credit card details or other sensitive data is bought back into Copper from Square.

You’ll require either a Copper Professional or Business edition for the Square integration to work.

Support is provided for using the Square App, without fees. To raise a support ticket please click here and we’ll be happy to assist.

If you’re already using the Square App, but would like to save time by automatically creating and updating your Square Customers from Copper without the manual headache, then this service is your answer. To find out more, click here.

Have some burning questions that are not covered above? Get in touch with us so we can discuss your situation and see how we can help.

Copper crm partner

who are we?

three60.io is a Strategic Copper Partner and developer of Copper’s Square integration.
 
Our combined expertise on both platforms means we can help you save time, accelerate payment and improving your cash-flow, without leaving Copper.