Xeppo is great for practices running multiple instances of Xero as it allows you to consolidate clients data into one view. This extends to Financial Planning, Lending, SMSF and more.
- Use Xeppo to manage data consistency, data analytics and insights.
- Use Xeppo to identify service gaps and new business opportunities
- Use Xeppo as a CRM tool to manage an integrated client experience.
Xeppo + Xero
Xeppo will consolidate key client information in one database. This includes contact data, fees, relationships.
It allows you to create and update key contact information easily from one central location for all your bespoke solutions.
Sign up for Xeppo and then connect your Xero sites. Xeppo will then upload client and related data.