Introducing Xero Smart Lists

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It costs six to seven times more to acquire a new customer than to retain an existing one.
This is a key metric for small businesses of all types, and it highlights the importance of the connection you have with your existing customer base.

Smart Lists is all about unlocking the treasure trove of information you store in Xero about your customers – what they’ve purchased, how much they’ve spent, the last time you invoiced them, where they’re located and so on.

Smart Lists is essentially an advanced search over your existing customer base, using the accounting platform as the search engine. This search lets you generate highly targeted lists that you can then use to sell to, chase for payment, gather information about, or basically anything else you want! Just export the list to your CRM software and you’re good to go.

 

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