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: prospect 5
Contact Tags Interest Owner Last activity Next action YTD ex GST Balance incl
Boon Architecture
CUS-1028 · Tauranga
prospect
Acoustics Jay Thomas 9 Oct 2026 — none — $0.00 $0.00
Botany Downs Secondary College
CUS-1014 · Auckland
prospect
Whiteboards Jay Thomas 8 Oct 2026 — none — $0.00 $0.00
Co-Lab Workspaces
CUS-1027 · Wellington
prospect
Acoustics Jay Thomas 27 Sep 2026 Call about overdue invoice · 20 Oct $0.00 $0.00
Jasmax
CUS-1026 · Auckland
prospect
Acoustics Sharon Alexander 23 Aug 2026 — none — $0.00 $0.00
Social Kitchen
CUS-1045 · New Plymouth
prospect
Acoustics Jay Thomas 13 Oct 2026 — none — $0.00 $0.00