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SMART LISTS

Segment your contacts based on their purchase history to find revenue gaps and opportunities, then use those segments to chase debtors, create sales campaigns and more.

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Create Smart Lists of customers based on financial information

Create targeted lists

Create lists of customers based on contact and financial information stored in Xero. Use contact information, transaction history or even payment status.

Use customer data in email marketing campaigns

Turn data into action

Extract your list as a Comma Separated Value (CSV) file and import that into an email solution, or send it directly to Constant Contact to manage an email marketing campaign.

Create and save dynamic searches using financial data

Save searches

Save your searches so you can reuse them again. Create dynamic searches, or save a static list and add to it later on.