+ ADD Square TO YOUR READYCLOUD CRM
Take Payments From All Your Stores in One Place
Point of sale systems are not designed to build relationships. But it’s the relationships that you build with your customers that lead to the sales that you process from the POS. Now there’s way to connect both sides with ReadyCloud CRM for Square POS.
Make every interaction you have with customers online or locally count with a cross-channel Square CRM that helps your business thrive. ReadyCloud is designed to work together with Square to deliver real-time sales data while creating detailed customer profiles from each transaction.
Get to know your customers better from the start of their journey, all the way to future interactions, email marketing and more. Tap into ReadyCloud’s assortment of user-friendly tools to map customer DNA and build better loyalty and stronger retention.
ReadyCloud is powerful Square CRM that comes with rich, robust reporting. This reporting includes the data from your Square transactions as well as data from your other sales channels, including your shopping cart and marketplace accounts.
The tagging feature in ReadyCloud Square CRM is a fast and easy way to organize your data, connect team members or add inflection to certain customer-focused notes. Tags are easy to create, search for and manage and there is no limit on how many you can use.
Make the most out of every marketing message that you send with ReadyCloud CRM. Both Constant Contact and Mailchimp are included in your basic license. Rely on the data and reporting to send high-powered marketing messages to your customers.
No Credit Card Info Needed!
Benefits of ReadyCloud Square CRM Software
Square POS is one of the most efficient and cost-effective point-of-sale systems currently available. But it wasn’t designed to help you build relationships with customers. Now you can connect all the dots in the customer journey by using ReadyCloud CRM and Square side-by-side.
Instant Data Import
When you connect ReadyCloud CRM to Square, something amazing will happen: ReadyCloud will instantly synch with all your Square-hosted products and data, giving you real-time access to all your sales and products.
Synch & Import
ReadyCloud CRM for Square POS connects via an API in real-time. This lets ReadyCloud instantly import all your sales data from square, while at the same time allowing you to manage active Square products. The two-way synch updates in real-time for all your sales and CRM needs.
Tasks & Teams
Improve productivity and streamline group projects with built-in tasks and team management. Assign tasks to team members, complete with notes, file attachments, due dates, tags and more. Amend customer profiles with tasks that you complete with your team.
Want even more functionality? ReadyCloud’s growing app store has what you need! Add the integrations and premium plugins you need from here. It’s all there, from email marketing to POS, shipping and even automated returns.
Using your sales data, as well as data from any other sales channels you have connected (Amazon, eBay, Shopify, etc.), ReadyCloud creates detailed customer profiles complete with order history, shipping and returns timeline, customer-focused notes, and so much more.
Never overlook an important date again with ReadyCloud’s integrated event calendar. Color-code your day, tag any entry you like, and even add team members as well as notes to calendar events via the tasks feature.
Ensure that no customer service issue is overlooked by adding notes to individual customer profiles. Notes are powerful tools that give you immediate insight into each customer, complete with tagging and the ability to assign them in tasks to team members.
+ ADD SHIPPING AND RETURNS
Need shipping? We’ve got you covered. You can add the ReadyShipper X premium shipping software plugin to ReadyCloud for just $20 more per month per user. ReadyShipper X automates your shipping processes and has built-in USPS savings.
Need Returns? Add “Amazon-like” returns to the pages of your online store with the ReadyReturns premium plugin. With custom rules, detailed reporting and a way for your customers to process a return and generate a shipping label from any device, it’s a must-have tool.
No Credit Card Info Needed!