Square Customer Engagement
Keep your customers coming back.
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What is CRM?
Customer relationship management, or CRM, is the process of managing and improving customer interactions across multiple channels. Focusing on customer relationships can help businesses bring customers back more often, improve brand loyalty and drive revenue overall.
“That was why I was really keen to get on board with Square — because I knew that they could manage everything for me.”
Phoebe Simmonds, Founder
The BLOW
Square customer relationship management tools help you stay connected.
With the easy-to-use customer engagement tools from Square, you can keep track of important information and build stronger relationships to bring customers back again and again.
Square Customer Directory
Store all your customer information in one place.
Square Marketing
Keep customers engaged with email marketing.
Square Loyalty
Reward repeat customers with a custom loyalty program.
Square Gift Cards
Offer gift cards online and in-store to reach new customers.
Square Feedback
Improve customer satisfaction with valuable insights.
Track all your customer data in one place.
Square Customer Directory is free CRM software that’s built in to every Square product to organise and keep track of all your customer information. Save contact information at checkout, like email addresses and phone numbers, and see purchase history to understand customer preferences.
- Get to know customers better with powerful filtering and segmentation features.
- Power automatic marketing campaigns with the customer data you have stored.
- Easily pull up a customer’s loyalty status and purchase history.
Keep customers engaged with email marketing.
Engage customers at the right time with prebuilt email templates and marketing campaigns. Welcome new customers, wish happy birthdays, send abandoned cart reminders and more.
- Send personalised, automatic marketing campaigns based on your business goal.
- Save time with marketing automation features so you don’t have to remember to hit send.
- Track the success of each campaign and see how much revenue it brought in, directly in your Square Dashboard.
Drive repeat business with a loyalty program.
Reward your customers with a customised loyalty program to drive repeat business. On average, customers enrolled in Square Loyalty programs spend 43% more. Easily manage your Square Loyalty program from your point of sale and let customers sign up at checkout with their phone numbers.
- Customise your loyalty program and rewards to fit your business.
- Easily check a customer’s status and redeem rewards at checkout.
- Track how much more customers enrolled in your loyalty program spend.
Boost customer engagement with gift cards.
Bring in more business with digital and physical gift cards you can sell online or in-store. Let customers share your business with friends and family to expand your reach and make more sales.
- Customise gift cards with your business logo or choose from a bank of designs for every occasion.
- Offer digital or physical gift cards (or both) to give customers convenient gifting options.
- Issue refunds to gift cards to keep more money at your business.
Get private feedback to improve the customer experience.
Digital receipts allow customers to leave private feedback so you can address any issues in real time. View messages in your Square Dashboard to give timely responses or send vouchers.
- Let customers communicate directly with your business to improve the customer experience.
- Take care of any issues that pop up privately and directly to strengthen customer relationships.
- Understand what’s working well and where your business can improve customer satisfaction.
Square integrates with the CRM software you already use.
Seamlessly sync your Square account to third-party CRM software and other tools you use to run your business and improve the customer experience.
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Resources
FAQ
Customer relationship management, or CRM, is the process of managing and improving customer interactions across a variety of communication channels. Businesses often use CRM software to streamline sales processes, lead management and marketing, and keep track of customer information to help improve and grow.
CRM helps businesses simplify sales, marketing and other efforts to improve the customer experience. A CRM platform can be extremely useful to keep track of customer data and preferences, streamline sales pipelines, improve marketing campaigns and more.
Square customer engagement tools vary in price and are simple to add on to your Square Point of Sale. Square Customer Directory is a free CRM tool that’s built into your Square account. Square Marketing offers a 30-day free trial, and after that pricing is based on the number of customer contacts you have. Square Loyalty also offers a 30-day free trial, and after that pricing is based on your number of loyalty visits per month. Square Feedback is a free CRM tool that lets you receive and address private feedback. Square eGift Cards are free to set up (just pay the standard processing rate when a customer buys one) and physical Square Gift Cards are available to purchase.
CRM systems are business-critical in every industry, whether you’re in the food and beverage, retail, health care and beauty or professional services space. Square has easy-to-use solutions to help business owners create a CRM system to make the most of customer data and power sales pipelines, lead management, marketing campaigns and more. Whether you’re just starting out with a small business or running one with multiple locations, Square customer engagement tools can help you bring your CRM strategy to the next level.