Sales App

Know your prospects intimately.

Turn more leads into clients.

Never let a lead slip through the cracks again. Capture new prospects data, understand your market on a deeper level, and identify more opportunities. Optimise your sales processes with data that helps you better connect with potential clients.

Monitor your leads and opportunity pipeline, sources, and referrals. Gain deeper reporting insights with an integration with Microsoft Power BI using Xeppo Insights to create your own tailored report or access a ready-made template!

Gain sales with powerful insights

Unlock opportunities within your existing data in the Sales App. Xeppo brings together years of information about clients and leads to support more strategic sales decision-making.

Quickly spot revenue opportunities, lead sources you hadn’t yet considered, and surprising new client segments.

Manage leads

Get a richly detailed bird’s eye view about every lead. Easily track and qualify prospects to Xeppo’s CRM with the Sales App. Understand their motivations, pain points, how they think, and what they’re looking for.

Manage leads in Xeppo's Sales App
Automate sales process with Xeppo

Automate processes

Kick-off a project once a lead is qualified. Set the tone with responsive communications. Start building trust from the first contact. Save time onboarding potential new clients

Visual dashboards

Enjoy your data presented visually. Easily view and interpret your sales pipeline. Customise the view to engage with your data in idea-provoking ways. No more clunky spreadsheets or having to locate information from multiple places.

Enjoy your data presented visually. Easily view and interpret your sales pipeline.
Set automated rules to generate potential opportunity records on a continual basis.

Automated ‘rules’

Set automated rules to generate potential opportunity records on a continual basis. Maximise every inquiry and generate data to form real-time insights of buyer personas. 

The Sales App for financial and accounting service practices

We’re real people with financial roots located in Adelaide, dedicated to helping you elevate your practice with powerful insights.  

What our clients are saying

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