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 data 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 data and see their spending habits with a powerful customer management software.
Make notes for next time
Remembering valuable customer preferences can help build strong customer relationships. It’s simple to add notes to a customer’s profile to remember for future reference.
Add to your customer list right at the point of sale.
Square Customer Directory stores vital customer information so you can offer the best customer experience. Upload your existing customer list or manually add a customer’s details right at the point of sale. Access information at any time, anywhere, via the Square Point of Sale app, Square Invoices app or directly from your Square Dashboard.
Import your existing customer lists
No need to spend hours cutting and pasting customer data. Square’s client management software uploads a customer CSV straight into the Directory. You can add additional information, edit, group and manage customer relationships directly from your Dashboard.
Save time with Instant Profiles.
Say goodbye to CRM software that adds customer lists to spreadsheets – key information can be automatically added to your Directory when a customer inserts their debit or credit card at checkout when Instant Profile is enabled. Plus, customer profiles integrate with Invoices to make business a little easier.
Personalise every customer experience.
Manage important sales details, get answers about orders and contact customers if needed. Direct Messaging allows you to send a personal message to a customer about their transaction, right from their profile.
Make a note for next time.
Always be aware of valuable customer preferences that can impact customer interactions. Simply add notes to your customers’ profiles for future reference, including their email, phone numbers and birthdays, so you can make each of them feel valued and important.
See customer visits and sales.
View your customers’ purchase histories to better understand what they are buying and when they’re visiting, so that you can provide more personalised customer service.
With your Square account