Overview
Square Customer Directory centralizes customer information, tracks interactions, and supports personalized engagement across all sales channels. Designed to simplify relationship management, the platform integrates seamlessly with Square tools. While it lacks advanced CRM automation, it excels in providing real-time insights and organized data to improve customer retention and satisfaction effortlessly.
Square Customer Directory Specifications
Customer Communication Tracking
Customer Service/Support
Mobile CRM
Analytics and Reporting
What Is Square Customer Directory?
Square Customer Directory offers free CRM software integrated with all Square payment tools, designed to streamline customer relationship management. It enables the storage of customer details, tracks interactions with the business, and supports engagement through a centralized platform. This solution enables businesses to organize customer data efficiently, gain valuable insights from purchase behavior, and foster lasting relationships. All features are conveniently built into the Square ecosystem for seamless functionality across tools.
Square Customer Directory Pricing
Square Customer Directory is included as part of Square’s comprehensive business plans, offering essential CRM functionality at no additional cost. The Square Customer Directory price structure offers transparency and no hidden fees. Plans include:
- Square Free: $0/month/location
- Square Plus: $49/month/location
- Square Premium: $149/month/location
Disclaimer: The pricing is subject to change.
Square Customer Directory Integrations
Square Customer Directory features integration with various applications, including:
Who Is Square Customer Directory For?
The platform caters to a broad spectrum of industries, including:
- Food and beverage
- Retail
- Beauty
- Health and wellness
- Home and commercial
- Services
Is Square Customer Directory Right For You?
Looking for a simple way to manage customer relationships and interactions? Square Customer Directory is a free contact management tool that stores customer data, tracks engagement, and offers direct access through the Square Point of Sale app. Ideal for businesses seeking an easy-to-use solution, this software helps maintain organized profiles and supports personalized service across every touchpoint.
Still not sure if Square Customer Directory is right for you? Our support staff is available at (661) 384-7070 to assist you in making the right choice.
Square Customer Directory Features
The software automatically builds detailed customer profiles with each sale, consolidating data across channels to track purchases, preferences, and feedback. It enriches records, supports saved payment methods, and integrates seamlessly with connected Square tools.
Square Customer Directory consolidates customer details from online and in-person interactions, enabling advanced filtering, segmentation, and real-time insights. It identifies loyal and inactive buyers, supporting direct communication to enhance satisfaction and retention.
The platform delivers targeted marketing through personalized emails and texts, supports loyalty rewards, and automates discounts. Smart group segmentation and integration with Square tools help drive repeat visits and elevate overall customer engagement strategies.
Square Customer Directory streamlines data management by allowing bulk importing, exporting, merging, and deletion of customer records. This feature simplifies database upkeep, reduces manual effort, and improves operational efficiency within the Square Customer Directory environment.
The solution highlights customer behavior trends using built-in analytics to monitor satisfaction levels, visit frequency, and purchase patterns. Its reporting capability helps businesses uncover actionable insights to enhance customer experience and optimize long-term engagement strategies.
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