Our new native Square integration not only helps increase internal communication but also allows companies to take care of customers and get paid faster. Users can quickly send invoices from a single view in Copper and easily access payment and financial history for visibility across sales, customer success and accounting teams.
We’ve rounded up the key benefits of Copper + Square, direct from our customers:
Removes the bottleneck from the finance dept. — Sales/accounts teams can now get invoices out the door and own this process in Copper.
Real-time payment statuses of invoices can be shared with sales/accounts in Copper automatically to frame customer conversations better, so collecting cash becomes a team sport.
Streamlines the invoice processing workflow to bring payments through the door faster.
So how does this look in the real world? Consider this customer from a craft beer business who's been using Square + Copper:
Due to the pandemic, this team pivoted to accommodate a B2B model. They use Copper + Square paid plan to provide the sales team with key financial insights on a customer-by-customer basis, providing an opportunity to create customer segments in Copper using valuable metrics from Square (like invoice status).
A big pain point for this team has been lack of visibility around account health, and the Square integration allows team members to understand the best performing accounts in a couple of clicks and surface the lower performing ones, so some time can be allocated to account growth. Talk about efficiency
Lets us know your thoughts and questions below - where do you see Square fitting into your Copper ecosystem? How is your team invoicing today?