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.
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
Square
Marketing
Square
Loyalty
Square
Gift Cards
Square
Feedback
Track all your customer data in one place.
Square Customer Directory is free CRM software that’s built into 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 basket 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 programme.
Reward your customers with a customised loyalty programme to drive repeat business. On average, customers enrolled in Square Loyalty programmes spend 43% more. Easily manage your Square Loyalty programme from your point of sale and let customers sign up at checkout with their phone number.
- Customise your loyalty programme and rewards to fit your business.
- Easily check a customer’s status and redeem rewards at checkout.
- Increase engagement with loyalty promotions and offers.
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 coupons.
- 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.
Optimise your CRM strategy with third-party integrations.
Seamlessly sync your Square account to third-party customer engagement software and other tools you use to run your business and improve customer experience.
Poptin →
Convert more visitors with pop-ups and inline forms.
TapMango →
An all-in-one loyalty, marketing automation and online ordering platform.
Mailchimp →
Sell directly to your customers from a landing page you create in minutes.
Resources
FAQs
Customer relationship management, or CRM, is the process of managing and improving customer interactions across a variety of communication channels. A customer engagement platform can help sales teams engage customers more effectively with every interaction. Businesses often use CRM systems to streamline sales processes, lead management and marketing, keep track of consumer information and make the customer journey seamless. With customer data organised in one place, a CRM system can also make it easier to provide better customer service. Implementing CRM solutions and CRM platforms can take time, but Square makes it simple to add the tools you need to drive engagement and improve customer experience.
An effective customer engagement strategy can help businesses grow sales and turnover. Driving engagement is an important way to bring consumers back to your business, and every interaction is an opportunity to increase customer loyalty. Email marketing and social media are effective channels to reach new customers and engage repeat ones. Businesses use CRM software and strategies to help strengthen customer engagement and turn first-time visitors into loyal customers.
Square offers several customer engagement solutions that you can choose from based on your business needs. Square Customer Directory is a free CRM tool that integrates with every Square product to track customer data in one place and build up your contact list. Square Marketing can help you send engaging email marketing campaigns to first-timers and regulars alike. Square Loyalty is a great way to reward loyal customers and encourage repeat business. Square Gift Cards lets loyal customers share your business with friends and family. Square Feedback lets you receive private feedback on digital receipts so you can address any issues and improve customer experience. With Square, it’s easy to pick and choose the customer engagement tools you need to help your business grow.
Square also offers third-party integrations so that you can seamlessly sync the CRM platforms and CRM solutions you already use.
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 customer engagement tool that’s built in to 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 Gift Cards are free to set up (just pay the standard processing rate when a customer buys one) and are offered in both digital and physical gift card formats.
An effective customer engagement strategy is critical to businesses of 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 customer engagement strategy to make the most of their customer data. 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.