Xero Smart List
Many small businesses don’t have Customer Relationship Management (CRM) software. With Smart Lists, you’re able to communicate with organisations that are already your customers, using the data you’re updating everyday – it’s far less hit and miss.
You can use Smart Lists to create a targeted list for a campaign by filtering by people who have bought a certain product, or who have been invoiced for a certain amount.
Here are some ideas:
- Identify customers who have purchased a product from you, who may be interested in a new product you now have available.
- Find all those customers who haven’t paid an invoice in the past few months, so you can follow-up with them and improve your cash flow.
- See how many customers you have in a particular city or region, helping you understand your customer base and use as the basis of a targeted marketing or sales effort.
This new function will bring Xero Online Accounting to a new level featuring a basic integrated CRM function which few Online Accounting and solutions includes.