Basic CRM with Xero Smart List

Today, Xero Accounting rolled out some exciting new features that the Xero community has been asking for.

Xero Smart List

First on the roll out is Smart List, 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!

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.

Once you have created a list of customers you can export it to a CSV file (at which point you can do whatever they want with it, such as sending the customers an email from your email system), or directly push it to a third party email engine.


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. 

4 Decimal Place Unit Price

Second on the roll out is the support for 4 decimal place unit pricing. This will allow you to create invoices with items priced to 4 decimal place, providing more precision for pricing.

For most of you it will just work – however, if you use DOCX invoice templates you need to make a small update.