Smart customer management that leads to better customer relationships.
All contacts, one location
You’re already using Square to run your business. Now you can manage and track vital customer information in the same place.
Syncs with your business
Put your customer information to work. Use your Customer Directory to send invoices and keep track of every customer’s transaction history.
Understand your customers
Sort and search customers and see their spending habits with powerful customer management software.
Make notes for next time
Never forget valuable customer preferences; simply add notes to a customer’s profile for future reference.
Add to your customer list right a the point of sale.
Square Customer Directory stores vital customer information so that you can better serve your customers. Upload your existing customer list or manually add a customer’s details right at the point of sale. Access your information at any time, anywhere, via the Square Point of Sale app or in your Square Dashboard.
Import your existing customer lists
No need to spend hours cutting and pasting. Square’s client management software uploads a customer CSV straight into the Directory. You can add additional information, edit, group and manage customers directly from your Dashboard.
Save time with Instant Profiles.
Say goodbye to customer lists on spreadsheets — key information is automatically added to your Directory after each purchase. Plus, customer profiles integrate with Invoices to make business a little easier.
Personalise every customer experience.
Track important sales details, get answers about orders and contact customers if needed. Direct Messaging allows you to send a personal message to a customer, right from their profile.
Make a note for next time.
Always be aware of valuable customer preferences. Simply add notes to your customer’s profile for future reference so you can make each customer feel valued and important.
See customer visits and sales.
View your customers’ purchase history to better understand what your customers are buying and when they’re visiting, so that you can provide a more personalised service.
With Square account
Create your free Square account.
Create your account and start using Square products today.
Let us help you grow your business.
Our Sales team can help you simplify your operations and set you up with the right solution to meet your business needs.