ALEX
ALEX
Contacts Demo Every customer, prospect and supplier — with the next action owed to each
Xero connected · synced 9:14am 14 Oct 2026

Contacts

One record per contact — tagged customer, prospect or supplier — with their interest, last activity and the next thing owed to them. Filter to a segment and push it straight to a Brevo list. Open one for its full timeline, quotes, orders and balance.

Contacts
47
all accounts
Prospects
5
tagged prospect
Debtors
$21,134
owing · incl GST
Overdue
$4,188
past due · incl GST
tag: VIP 2
Contact Tags Interest Owner Last activity Next action YTD ex GST Balance incl
Fonterra Co-operative Group
CUS-1015 · Hawera
customerVIP
Both Jay Thomas 8 Oct 2026 — none — $0.00 $0.00
OfficeMax New Zealand
CUS-1039 · Auckland
customerVIP
Both Megan Reid 9 Oct 2026 — none — $0.00 $0.00