Get a snapshot of the business you’ve done with customers and suppliers

From a customer’s sales history through to email exchanges, contacts in Xero is much more than an address book.

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Make informed decisions and drive more business

Get complete visibility of the business you've done with your customers and suppliers. It’s never been easier to grow relationships, make better decisions and develop opportunities.

See a customer’s transaction history including invoices, bills, and most purchased products or services. See how quickly they pay you, add notes about the customer for other staff and add a standard discount rate to any customer to ensure it gets added to their future invoices.

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Better understand your customers by integrating your email

See emails from your contacts directly in Xero. Connect your Gmail or Office 365 account to see all communication. Keep your emails private, or share specific emails with other users in the organization when you need to.

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Turn information into action quickly with smart lists

Add contacts to specific groups for easy reference. Organize your contacts into lists based on buying behavior, invoice amounts and location, then create and send targeted email 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

Want to know more?

How to connect Xero to Gmail

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Office 365 integration with Xero

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Smart lists in Xero

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