Get a complete snapshot of your contacts and relationship history

Make informed decisions and drive more business

View your customer’s transaction history including invoices and bills, most purchased products or services, and drive sales based on purchase history.

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Better understand your customers by integrating your email

You can see a complete history of your Gmail or Office 365 email conversations and attachments against each contact.

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Take the work out of adding new contacts

Reduce data entry and eradicate typos when you’re adding new contacts. Enter the business name and Xero will auto-fill their business details.

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Turn data into action quickly with smart lists

Extract lists of contacts based on their buying behavior, invoice amounts, and even location, to create targeted marketing campaigns.

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Using smartlists in Xero has allowed us to create marketing campaigns and drive new sales based on what our customers bought from us in the past. Aimee Cardwell, Arrow Warehousing

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