Getting Started with Square Customer Directory

Learn more about Square Customer Directory by visiting https://squareup.com/us/en/point-of-sale/features/customer-directory.

Square Customer Directory is a free CRM tool built into Square Point of Sale. Every time you swipe a card or make a sale, a customer profile is automatically generated so you can get to know your customers better and make smarter business decisions. Square Customer Directory integrates with Square and third-party apps, so you always have a complete picture of your customer relationships.

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No matter what kind of business you run, customers are what help you keep growing.

Customer Directory is a free tool that helps you keep track of important data
and deliver better service. And it's built right into your POS.

Every time you swipe a new card or make a sale on your Square Online website, a customer profile is automatically created. You can save their email, phone number, and other information. Save a card on file to make checkouts even faster. Customer profiles manage your transactions across all your devices and store locations – so you can easily issue refunds, send invoices, and more.

You can collect feedback, privately message customers to handle any issues, and see all your customer feedback at a glance. Personalize the experience by adding notes or attachments to your customer profiles.

When you want to reward customers, you can offer loyalty rewards and redeem them from their customer profiles. Or you can create a group that can have automatic discounts applied at checkout.

Send marketing campaigns over email and text to stay connected. Segment customers to target the right group and see powerful insights right in your Dashboard.

Directory integrates with other apps you use, so you can get the complete picture of your customer relationships.

Customer Directory is always here to help you build stronger customer relationships and grow your business.

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At Square, we're so much more than the little white card reader. We're helping businesses of all sizes start, run, and grow every day.

Whether it's the food truck that's establishing a brick & mortar restaurant, the former sole proprietor adding her first employees, or the entrepreneur expanding from one location to ten, as our sellers scale, so do our solutions. We all grow together.

Тэги:

#square #small_business #entrepreneurship #business #commerce #banking #customers #payroll #card_reader #financial_services #payments #entrepreneur #entrepreneurs #online_store #invoices #loyalty #checking #savings #loans #team_management #hardware #square_reader #square_terminal #square_register #square_stand #square_point_of_sale #point_of_sale #payment_processing #customer_directory #CRM #in-person_payments #customer_profiles #personalization #VIP_customers #repeat_customers #Square_Dashboard

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