Ooma Office Pro Pluspro plus users can integrate their Ooma Office service with Square. Once integration is enabled, legal staff will have streamlined and automated phone communication with clients. Users will enjoy the following benefits:

  • Caller-ID lookup for incoming and outgoing calls will bring up matching client information like recent transactions and upcoming appointments in the Ooma Office desktop application.
  • Notes taken during the call will be saved against the Square client.
  • A record of the call will automatically be created in the Square database if there is a match with an existing client.

Enabling Square integration

Before you can get started, an account admin will need to enable CRM integration for your account.

Then, you can turn Square integration on by following these instructions:

  1. Using the new look in the Ooma Office desktop application, navigate to the Settings menu and select the + option beside Square.
  2. If you are not logged in to Square, log in at this time.
  3. Choose the option to allow Ooma Office to access Square.
  4. Once you’ve granted permissions to Ooma Office, you will be redirected back to the Ooma Office desktop application

Viewing client information

Once Square and Ooma Office are integrated, the remote party’s caller-ID be matched to the phone numbers of existing records in Square. If there is a match, you will see that contact information and the contact’s matters in the Ooma Office desktop application anytime you make or receive a call.

You can use the Open CRM button to open the matching contact in Square.

If there are multiple matches, you’ll need to select one from the list.

If you need to create a new client in Square, you can use the add icon to add the client’s information to Square.

Creating a communications log in Square

When there is a matching client, a new communication log will be created in the Clients section in Square.

Taking notes

You can use Take notes option in the Desktop Application if you’d like to take notes during your calls with clients. You can continue typing notes after the call winds down.

Remember to Save the notes when you are done.