Web CRM in Square

Watch a recorded CRM flow inside Square on desktop web. Every screen and interaction is captured step by step — see exactly how Square designs the CRM experience for web users.

Business, Finance

Square is a powerful, easy-to-use point of sale (POS) system that helps businesses manage payments, inventory, staff, and customer relationships from a single platform. With features like contactless payment options, real-time reporting, and the ability to integrate with e-commerce platforms, Square is ideal for businesses ranging from retail stores to restaurants. It offers tools for managing orders, creating custom reports, and tracking sales, ensuring smooth operations for businesses of all sizes.

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In this video
  • Home
  • Account menu
  • Customers
  • Directory
  • Add customer
  • Set name
  • Add phone number
  • Add email
  • Add address
  • Add business
  • Enter birthday
  • Save
  • Contact created
  • Contact details
  • Action menu
  • Add note
  • Save
  • Directory
CRM 20 Screens
CRM screenshot
Home
CRM screenshot
Account menu
CRM screenshot
Customers
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Directory
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Add customer
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Set name
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Add phone number
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Add email
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Add address
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Add business
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Enter birthday
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Save
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Contact created
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Contact details
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Action menu
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Add note
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Save
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Directory
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Square Flows

  • Home
  • Account menu
  • Customers
  • Directory
  • Add customer
  • Set name
  • Add phone number
  • Add email
  • Add address
  • Add business
  • Enter birthday
  • Save
  • Contact created
  • Contact details
  • Action menu
  • Add note
  • Save
  • Directory

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CRM
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Square CRM Flow on Web — Full Sequence

This recording documents the CRM flow inside Square's web experience, captured from the live desktop product. Rather than showing summarized highlights, it preserves the full flow — every screen, hover state, transition, and UX decision — so you can study the real experience, not a press-ready version.

Web-Specific CRM Design Considerations

CRM on the web comes with different constraints than mobile: larger screens, multi-column layouts, keyboard shortcuts, and richer interaction possibilities. Square's approach to CRM on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for CRM Research on the Web

For growth teams, designers, and PMs researching CRM patterns on the web, this recording provides a direct reference to a production implementation. For teams benchmarking against Square specifically, it's a detailed look at how the brand handles this moment of the experience.

Frequently Asked Questions

What does the Square CRM flow cover?

The recording captures the full CRM sequence inside Square on desktop web — every step, every transition, and every significant design decision from start to finish.

How does Square's web CRM differ from its mobile versions?

Web CRM flows typically use more screen real estate, richer hover interactions, and keyboard-friendly patterns that don't work on mobile. If Square also has iOS or Android entries, you can cross-reference to see the platform differences.

Can I see CRM flows from other web products?

Yes. The web CRM flows category gathers the same flow type from many different web products, so you can compare Square's approach against competitors and alternatives.

How up to date is the Square CRM recording?

Recordings are refreshed when Square ships notable redesigns, so the CRM flow reflects the current web experience.