Packages to suit your needs

Whether your business is big or small, Xeppo can tailor a package to meet your exact requirements.

Step by step process

We understand every practice has unique requirements and not all practices are the same. Xeppo’s pricing structure reflects this to allow for greater flexibility to build your own infrastructure by following our simple 3 step process.

Step 1

Choose your starter pack

Packs designed to get you started with the basics based on your requirements.

Connect Pack
$195 / month
RRP $279
Designed to get you started
What's included
  • 1 x Professional Login
  • 2 x Connectors
CRM Pack
$195 / month
RRP $275
Ideal for practices who want to use Xeppo as a CRM
What's included
  • 1 x Professional Login
  • 4 x Essential Logins
Integrate Pack
$335 / month
RRP $479
Ideal for integrated business
What's included
  • 1 x Professional Login
  • 4 x Essential Logins
  • 3 x Connectors
Wealth Pack
$499 / month
RRP $769
Designed for Financial Planning practices to streamline AFSL obligations
What's included
  • 1 x Professional Login
  • 2 x Connectors
  • Formstack Documents
  • FDS App
  • AFSL Insights (Power BI)
Book a Demo
Step 2

Choose your user licensing options

Pick a user licensing option to best suit your business needs.

Essentials
$25 + GST
/user/month
Ideal for Sales & Marketing requirements
What's included
  • Groups, Clients, Leads & Opportunities
  • Wealth Data Model
  • Marketing
  • Mailchimp Integration
  • Email Integration
  • Site Branding/Theming
  • Activities/Tasks
Professional
$79 + GST
/user/month
Designed for the Power Users in your business
What's included
  • Everything from Standard
  • Matching & Grouping Tools
  • Discrepancies
  • Users, Teams & Security
  • Connector Management
  • Document Merge
Book a Demo
Step 3

Add integrations to your pack

Xeppo has over 30+ connectors and is continuously growing.
Additional connectors are $100. Set up fees apply.

See all connectors and 3rd party solutions