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CRM Solutions

We know you love Xeppo, so we are always hard at work creating more ways in which we can make your life easier.

Our CRM apps integrate with Xeppo to give you further control and access to client data. Scroll down to find out what we have on offer.

What is Xeppo you ask?
Basically, Xeppo acts as a data warehouse, allowing integration of numerous software across the areas of Accounting, Financial Planning, and Lending. This ultimately provides you with a consolidated holistic view of your clients.

View your client’s data at an individual or group level and access all your client’s Insurance, Investment Portfolio, Revenue, Tax Return, Contact details etc all in one place!

Click the button below to find out how you can connect Xeppo to your Data to help you manage and grow your business effectively. 

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