Xeppo is great for practices running multiple instances of Xero as it lets you 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 will consolidate key client information in one database. This includes contact data, fees and relationships.
It lets you easily create and update key contact information from one central location for all your bespoke solutions.
Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
Track time from WorkflowMax against open support tickets in Freshdesk to streamline your helpdesk.
Become an expert in managing capacity and workload when you use PlanRight and WorkflowMax together.
Combine this powerful CRM and marketing platform with WorkflowMax to nurture prospects into happy customers.