CRM Flow in Square for iOS

Watch a recorded CRM flow inside Square for iOS. Every screen, tap, and transition is captured step by step — see exactly how Square designs the CRM experience on iPhone.

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
  • Checkout
  • Navigation menu
  • Customers
  • Action menu
  • Add customer
  • Select country
  • Add customer
  • Customer details
  • Add note
  • Customers
  • Action menu
  • Filter
  • Select filter
  • Filter
  • Merge contacts
  • Confirm
  • Success
  • Customers
  • Messages
CRM 19 Screens
CRM screenshot
Checkout
CRM screenshot
Navigation menu
CRM screenshot
Customers
CRM screenshot

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Action menu
CRM screenshot

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Add customer
CRM screenshot

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Select country
CRM screenshot

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Add customer
CRM screenshot

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Customer details
CRM screenshot

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Add note
CRM screenshot

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Customers
CRM screenshot

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Action menu
CRM screenshot

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Filter
CRM screenshot

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Select filter
CRM screenshot

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Filter
CRM screenshot

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Merge contacts
CRM screenshot

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Confirm
CRM screenshot

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Success
CRM screenshot

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Customers
CRM screenshot

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Messages
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Square Flows

  • Checkout
  • Navigation menu
  • Customers
  • Action menu
  • Add customer
  • Select country
  • Add customer
  • Customer details
  • Add note
  • Customers
  • Action menu
  • Filter
  • Select filter
  • Filter
  • Merge contacts
  • Confirm
  • Success
  • Customers
  • Messages

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Square CRM Flow on iOS — Screen by Screen

This recording documents the CRM flow inside Square on iOS, captured screen by screen from the live app. Rather than showing a static screenshot or a summarized case study, it preserves the full sequence — every transition, microcopy change, and UX decision — so you can study what Square actually ships, not what they describe.

How Square Structures the CRM Experience

The CRM flow is a specific moment inside the Square experience, and studying it in isolation (while still showing it in the context of a real product) makes it easier to extract patterns you can apply elsewhere. Notice how Square structures the flow: what it shows first, how it builds momentum, where it places friction, and how it handles completion.

A Real Reference for CRM Research

For designers researching CRM patterns, this recording gives you a direct, real-world reference. For Square enthusiasts or competitors, it's a detailed look at how the brand approaches this specific user journey on iOS.

Frequently Asked Questions

How was this CRM flow in Square recorded?

The flow was captured directly from the live iOS version of Square, preserving the full sequence of screens and interactions exactly as a real user would experience them.

How long is the CRM flow in Square?

Length depends on how Square has designed the flow — some CRM sequences are intentionally brief, others include multiple steps. Watch the full recording to see the complete timing.

How often is the Square CRM flow updated?

Recordings are refreshed when Square ships significant redesigns, so the documentation reflects the current iOS experience rather than an outdated version.

Can I see CRM flows from other iOS apps to compare?

Yes. The iOS CRM flows category collects the same flow type from many different iOS apps, so you can benchmark Square against competitors and alternative approaches.