Ooma Office Pro 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.

Please note that any changes that are made within the Square application will take about five minutes to reflect in the Ooma interface.

Enabling Square integration

An account admin will need to enable CRM integration for your account. Once the account admin has done this, Square will be automatically integrated into your Ooma Office account.

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 icon to add the client’s information to Square.