Square
If you take payments in Square, your real sales already live there. Commerce sync connects a business unit’s Square account so that history flows into the CRM automatically: who your customers are, what they have bought, your product catalog and any subscriptions. The numbers that matter for a buyer relationship, lifetime value, average order, repeat rate and recurring revenue, stay live off real transactions. Because it covers in-person as well as online sales, it suits retail, hospitality and service businesses whose revenue does not all arrive through a web checkout. You can also send an invoice out from an accepted quote.
What the Integration Does
Per-business-unit connection, so a company with several storefronts connects each separately
Customers, orders, catalog and subscriptions synced automatically
In-person and online sales both captured, not just web checkout
Lifetime value, average order, repeat rate and recurring revenue kept live
Invoices sent from an accepted quote
Revenue-by-source reporting for businesses running more than one provider
What You Can Do With It
Retail and hospitality businesses whose sales happen at the counter
Service businesses invoicing from a quote the customer already accepted
Tracking recurring revenue from Square subscriptions inside the CRM
Running Square in person and another provider online, with revenue split by source
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Shopify
Bring your store into the CRM. Orders, line items, customers, and abandoned checkouts sync automatically, so every contact record shows what that person actually bought.
Stripe
Connect Stripe to sync customers, payments and subscriptions into the CRM, so recurring revenue and lifetime value come from real transactions.
Ready to connect Square?
Talk to us about setting it up, and what you want the CRM to do once your data is flowing.