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Square Customer Directory

Square Customer Directory is a free CRM that helps businesses store customer data, personalize experiences, and boost retention. Integrated with Square POS, Marketing, and Loyalty, it enables seamless tracking of customer interactions to support growth and build lasting relationships.

5

Software Info

Pricing

Score

Alternatives

Square Customer Directory Overview

Square Customer Directory is a free, integrated CRM solution designed to help businesses grow and foster long-term customer relationships. It centralizes customer data—captured manually or automatically through Square’s POS—into detailed profiles, enabling personalized service and improved engagement. Fully integrated with Square Marketing and Square Loyalty, the Directory lets businesses track every touchpoint of the customer journey in one location. By unifying communications, transaction history, preferences, and feedback, Square Customer Directory empowers merchants to deliver a seamless, enriched in-store experience while driving repeat visits and revenue growth.

Features

Unified Customer Profiles

POS Integration

Square Marketing & Loyalty Integration

Manual Data Entry & Import

Square Customer Directory Pricing Overview

Square Customer Directory Score

Smyte Score

5 Number of Reviews 1

Smyte Score

The Smyte Score is a weighted average from leading review sites across the web.

100+ reviews for Software Name

Pros

Free and Seamless Integration with Square Ecosystem:
Users consistently highlight how easily Square Customer Directory integrates with other Square tools like POS, Marketing, and Loyalty—creating a unified customer experience without added complexity or cost.

Automated Customer Data Collection:
Customers appreciate how the system automatically captures contact information and purchase history through POS interactions, reducing manual work and improving accuracy.

Ease of Use and Setup:
Reviewers praise its intuitive interface and fast onboarding. The tool is simple enough for small business owners to implement without technical expertise.

Cons

Limited Customization Options:
Users mention that the system lacks flexibility in customizing customer profiles, data fields, and segmentation capabilities.

Basic CRM Capabilities:
While suitable for small businesses, some users report that the feature set is too simplistic compared to more advanced CRMs, especially for businesses with complex sales workflows.

Data Import Limitations:
A few users note challenges or limitations when importing customer data from outside platforms or CRMs, requiring manual cleanup or workarounds.

** Smyte uses AI to analyze online reviews, extracting key pros and cons by identifying patterns and summarizing customer feedback into actionable insights.

FAQs

1. Is Square Customer Directory really free?

Yes. The Directory is completely free and comes with every Square account. No subscription or extra charge is required to use its core features.

2. Can I manually add customers to the directory?

Yes. You can manually enter customer information or import contacts, in addition to automatic syncing via POS transactions.

3. Does the directory work with Square Marketing and Loyalty?

Absolutely. It integrates seamlessly, letting you run targeted campaigns and manage loyalty programs based on customer data.

4. Can I segment or filter my customers?

Basic filtering is available (e.g., by purchase activity or tags), but some users find advanced segmentation limited compared to full-featured CRMs.

5. Is customer data shared across multiple Square tools?

Yes. Customer data in the Directory is accessible across compatible Square products, ensuring a consistent experience in sales, marketing, and loyalty.

Square Customer Directory

5

Software Info

Pricing

Score

Alternatives

Square Customer Directory Overview

Software Details

Features

Square Customer Directory Pricing Overview

Square Customer Directory Score

Smyte Score

5

Number of Reviews 1

Smyte Score

100+ reviews for Software Name

Pros

Cons

FAQs

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