Marketing App

Marketing your clients will enjoy.

Marketing that deepens your relationships.

Communicate with clients in an authentic, easy way that they’ll find valuable. Xeppo’s Marketing App is your secret relationship-building tool. Create loyal, long-term clients with a sophisticated communications program. It’s marketing, made easy.

With a centralised home for all your important client data, you’ll never be ‘stuck’ for marketing ideas again. Data tells a story.

Emails your clients look forward to

Create email campaigns to celebrate milestones, share industry news, mark an anniversary or a revenue win. Set the foundation for an unparalleled client experience. Keep in touch with your network between appointments.

Grow your practice by nurturing clients, with your connected data in Xeppo. The Marketing App empowers your communications at every stage of customer journey.

Mailchimp integration

Data is power for your practice. Marrying Xeppo and Mailchimp allows you to create targeted marketing lists and personalises your marketing tactics. Wish your clients happy birthday, schedule reminder emails, and send geographic-specific campaigns.

Don’t use Mailchimp? No problems! Export your marketing list to an excel spreadsheet to use your way.

Send campaigns from Xeppo

The Marketing App exists within the Xeppo ecosystem. Filter, segment, cleanse and maximise your client data quickly, without being taken elsewhere. No external logins or platform-switching.

Your client data in Xeppo allows you to create marketing lists which syncs with Mailchimp to send targeted campaigns for a cohesive communication experience. For you, and your clients.

Marketing for financial and accounting practices

We’re real people with financial roots located in Adelaide, dedicated to helping you elevate your practice with the Marketing App, designed specifically for your industry.

What our clients are saying

For a professional services firm to deliver on the client promise, information is key. If you don’t have easily accessible, accurate information you are flying blind. For us it has been like a blindfold has been removed.

Aubrey Roga, Executive Director and Chief Executive Officer
Scholten Collins McKissock

Xeppo has allowed us to generate opportunities across our entire client database to increase the uptake of all services offered by the business.

Ian Bowrey, Chief Financial Officer
My Fortress

Xeppo was one of the biggest changes for us in terms of business efficiency and business profitability, with much better outcomes than our previous CRM system. This has been the most significant outcome for our business

Caitlin-Archard Farry, Operations Manager
Henderson Matusch

The main benefit of implementing Xeppo is understanding what’s happening in our business so we can focus on the day-to-day. Now we’ve got a very good process to give us an overview to see what’s on everyone’s workload. We recommend Xeppo because it’s quite flexible once you understand what it can do.

Mike Jeffs, Senior Adviser & Director
Strategic Wealth

I would recommend Xeppo because it is easy to use and keeps surprising you on how much it can do for your business. Xeppo is recognised as a steady and reliable system that is constantly developing and living up to the vision of achieving goals on their roadmap.

Jasmin Loke, National Compliance, Operations and AFSL Manager
Wealth Market

If you want to look to the future for a fully integrated tech stack that links in to all your other systems to manage your business more efficiently and effectively. You got to use Xeppo, it's as simple as that!

Graeme Hyland, General Manager
TWD

Make an Enquiry

We'd love to help drive your business forward with Xeppo. For more information or to have your questions answered, fill in your details below