Streamline your data management process with the Square + ProsperWorks integration

Square is a point-of-sale (POS) application designed to provide companies with a reliable and fast system. Square allows you to make payments using your iOS or Android devices.

The system is equipped with a free software download plus a Square card reader, which allows payments by debit and credit cards. In addition, it includes real-time sales and inventory trackers, as well as the article management platform. The easy-to-configure and easy-to-use POS was created to help your staff learn quickly.

Square gives you the ability to manage inventory, such as modifying item details by price, name or quantity in real time. At the same time, it allows you to manage employee access to data with employee access codes and to keep an eye on who has sold and reimbursed what. Square is transaction-based, which means you'll be charged a percentage for each tap, dip or swipe in your POS device.

ProsperWorks is a CRM solution for Google Apps and G Suite, that helps you to manage your entire sales pipeline, identify your contacts and opportunities, and get a visual overview on your entire customer base. ProsperWorks includes email marketing, lead scoring and list management systems, automation capabilities and a robust integration with Google Apps, especially Gmail/Inbox.

Thanks to the sync feature with Google Contacts avoid you to update your contacts in ProsperWorks too. Once you’ve updated a contact, ProsperWorks will automatically update the contact information. The integration with Gmail allows you to automatically add new contacts, track your emails (opens and views), keep track of all the recent activities, create and send follow-up directly into your inbox. All messages, logged phone calls, completed task and files are automatically attached to the contact profile.

ProsperWorks also offers an intuitive reporting system called “Custom Report Builder”, so you can easily turn your data in beautiful and professional visual insights. All the data are connected with Google Sheets and can be shared with other members of the team. The automation features help you to save a lot of time. When you send a calendar invite, change the lead status or send out a proposal, ProsperWorks will automate next steps.