Watch Xero demo videos
Powerful contact management
Track a wide range of contact info about your customers and suppliers, from your computer or using Xero’s mobile app.
See the full customer picture
See what business your contacts have done with you and use this information to make better decisions.
Integrated with your email
Xero integrates with Google’s Gmail and Microsoft Office 365. From Xero, you can see the emails exchanged with each contact. Now you can see all your key customer information in one place.
Group contacts together
Create contact groups to make it easy to manage contacts with something in common. You can also send invoices to many customers at once using contact groups.
Target your customers using Smart Lists
Use Smart Lists to mine your contact and transaction data to find marketing and sales opportunities. It’s easy to set up and save contact searches with Smart Lists.
Extend your CRM with add-on apps
Explore our add-on marketplace for customer relationship management (CRM) software that integrates with Xero. There’s a range of options to suit your business.
Managing contacts in Xero
“Streamlining our accounting and bookkeeping process has freed me up to spend more time in the community.”