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Book your free workshop today and we’ll help you bring your payments and relationship management together – saving time whilst getting you paid faster.
Make Getting Paid Faster A Team Sport With Your CRM
Copper is the first CRM to benefit from a functional native integration, approved by Square, using the latest Invoices API.
Which means you can say goodbye to switching between apps to complete your client payment and invoicing workflows.
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.
make cash flow front & center in your cRM
During the workshop we’ll get to understand your business better, so we can help you join the dots between payments and relationships much faster, given our expertise on both platforms.
Whether you’re just starting out or need to bring all your finance processes into Copper, we’ve got you covered.
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.
Questions we often get asked
There’s no implementation fee to install and use the Square App. Just head to Settings >> Integrations, in Copper, to get started.
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 need either a Copper Professional or Business edition, for the Square integration to work.
Support is included. 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 more time by automatically creating and updating your Square Customers from Copper without the manual headache, then we have a sync service available. To find out more, click here.
Yes! In addition to syncing contacts automatically, we can also help you automate your invoicing workflow. This will save even more time and make your team and clients even happier. To find out more about our ‘do-all’ automation service of your Square experience, click here.
