G2

Jose R.

Practise Manager

Small-Business (50 or fewer emp.)

11/1/2026

"Time-Saving CRM Integration and Webphone That Keep Calls on Track"

4.5/5

What do you like best about Squaretalk?

The contact management and CRM integration are probably the features our agents value most. Being able to see patient details, past interactions, and notes while on a call saves a lot of time and keeps conversations on track. The integrated webphone also streamlines the daily workflow, since agents don’t have to keep switching back and forth between different applications. Review collected by and hosted on G2.com.

What do you dislike about Squaretalk?

I’d like more flexibility to customize the agent workspace so different teams can prioritize and surface the information that’s most relevant to them. Review collected by and hosted on G2.com.

What problems is Squaretalk solving and how is that benefiting you?

Before Squaretalk, our agents often had to search through multiple systems while they were on the phone with patients. That back-and-forth slowed conversations down and sometimes meant patients had to repeat the same information. With Squaretalk, relevant details are much easier to access in the moment, which helps agents resolve requests more efficiently and deliver a more personalized level of service. Review collected by and hosted on G2.com.