Smart Lists in Xero
With Smart Lists in Xero it's easy to assemble customized lists of your existing customers based on their buying behaviour, invoice amounts, even location to create targeted marketing campaigns so you don't miss out on those recurring sales.
Choose from handy preset searches - like customers with overdue payments to help you stay on top of cashflow. You can even focus on a particular city or state for a regionalised marketing campaign. Any searches you create or modify can be saved for future use.
The lists can also be added to a new or existing contact group in Xero to keep your contacts organized, and enable you to invoice that entire contact group in one swoop.
Xero makes it easy to unlock the power of your customer data to add business value, improve cashflow and increase revenue.