Square Customers vs. Swift Digital

Square is absolutely brilliant if you are just starting out and your business has both an in-person and an online component to it, as Square will solve both in-person POS and online booking/billing. Square also offers the option to create a free website for your company, though it is a very basic site, if you don't have a website yet, this is a VERY helpful option, as it takes away a huge cost. Square allowed us to be up and running in no time, taking away the need to worry about an expensive appointment-setting add-on from our current website provider (Square integrates quite nicely with our current site). Square is probably less ideal for more advanced users or companies with a need for more detailed inventory/service management. But even then, Square will more than likely be able to get the job done!

Incentivized

it's well suited to a business that relies on constant email marketing and to keep in contact with leads or customers. This is the heartbeat of business and suits us. We can segment qualified leads, data scores, track campaigns and effectively save time to work on other customer campaigns. If you are a smaller business that only sends one email a month, it's not for you. This software is very sophisticated and can be technical in the beginning.

• User friendly interface
• Easy to keep track of clients

Incentivized

• drag-and-drop campaign builder
• email templates
• lead scoring
• Analytics

• Inability to transfer funds to bank in real time (PayPal offers this option, for a fee)
• The option to create a website on Square is very limited. We opted to integrate the Square appointment setting tool into our site, as the site Square offered was subpart.
• Google calendar integration is now a premium feature, and it used to be included!

Incentivized

• More email flexibility would be good.
• Simplify the modules-there is a lot, and it can be overwhelming.

A lot easier to get your head around and fewer pieces of software are required to manage clients' projects and systems.

Incentivized

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.

Incentivized

A lot easier to use than Infusionsoft!!

Incentivized

We looked into Swift based upon a recommendation. We have previously used ActiveCampaign but found it very clunky for what we wanted to use it for. We also looked into Pardot, but was on the other end of the spectrum, it had far too many features, complexities and required an implementation specialist at our expense of $15K. Swift was just the right fit for us, and we like knowing that our data is kept in Australia

• This has allowed me to accept credit / debit transactions without having to have a monthly subscription to a service and lose money on times of no to little use, allowing me to have a broader customer range as checks are risky.
• All of my initial equipment was free and there were no startup costs so my return was immediate.
• The small fee taken out of the transaction is very much worth the ability to accept nearly all plastic transactions.

Incentivized

• Better lead quality
• Has allowed us to close clients quicker.
• Higher ROI
• Access to much more targeted customer data
• Getting used to the software took more time thn anticipated