What is Customer Directory?
With access to customer data like purchase history or loyalty status, you can understand your customers better and make smarter business decisions. Square Customer Directory is a free customer relationship management, or CRM, software that’s built into all your Square payment tools. Store your customers’ information, analyze how they interact with your business and engage with them – all in one place.
Grow your customer base effortlessly.
Every time you make a sale, a customer profile is automatically generated in your Customer Directory. With future transactions, Square de-duplicates and enriches data. Easily update contact details, view purchase history and save a card on file to make checkout quick.
Treat every customer like a VIP
Easily track every purchase across sales channels, pull up favourite items, respond to feedback and more so that your customers’ preferences are always at your fingertips.
- Instant customer profiles
- Purchase history tracking
- Integrated with every Square product
Track all your customer data in one place.
Customer Directory syncs customer information across in-person and online sales channels, location and device. Dive into your data with powerful filtering and segmentation features that help you understand purchasing habits. Keep track of loyal and lapsed customers so that you know who’s coming back and why.
Listen to your customers in real time.
Understand customer satisfaction and message customers to resolve issues, say thank you, send coupons and more.
- Filtering and audience segmentation
- Insight and reporting tools
- Search by name, phone, email or custom fields
Keep your customers coming back for more.
Use Customer Directory to send personalized email marketing campaigns based on customer shopping behaviours. You can also reward your customers with automated discounts or create a loyalty program straight from your POS.
Stand out from the rest with better customer service
Stay on top of customer service with smart groups that organize your customers based on marketing subscribers, loyalty participants, lapsed customers and more.
- Square Loyalty and Square Marketing integration
- Automated discounting
- Easy tracking of all communication with Square Messages
“I really like to use Square to look for different ways of presenting our data and think, is there something here to inform our product development?”
– MATT LONGWELL, BLUE BOTTLE
Square integrates with the apps you already use.
Customer Directory automatically syncs with Square tools and integrates seamlessly with other third-party apps you use. Discover hundreds of apps that connect with Customer Directory in the Square App Marketplace.