Design campaigns, automate sequences and — because your email tool shares a database with your billing — see exactly how much invoiced revenue each send produced.
Your billing data is your always-current audience.
First purchase, reorder gaps, lapsed accounts.
Recipients matched to invoices, not just clicks.
Your customer list is already in PeppyBooks, always current. Build segments from real purchase behaviour and send — no CSV round-trips.
Always-current lists from your customer base
Segments by spend, product and recency
Drag-and-drop templates with branding
Scheduling and time-zone aware sends
Welcome series on first purchase, reorder reminders on consumption cycles, win-backs on inactivity — triggered by invoice data, not guesses.
Event-triggered sequences
Reorder and replenishment reminders
Win-back flows for lapsed customers
Statement and payment reminder emails
Opens and clicks are nice; invoices are better. Attribution ties campaign recipients to subsequent orders so ROI is a money number.
Open, click and bounce analytics
Revenue attribution per campaign
A/B subject testing
List hygiene and unsubscribe compliance
Last updated 3 July 2026 · Reviewed by the PeppyBooks product & compliance team
Email marketing CRM sends campaigns and automated sequences from the same database that holds your customers and invoices. That removes the two chronic failures of standalone email tools: stale imported lists, and ROI reported in opens and clicks instead of revenue.
No — your customers are already in PeppyBooks from invoicing; segments stay current automatically.
Yes — first purchases, reorder gaps and payment events can all trigger sequences.
Recipients are matched to subsequent orders and invoices in the same database, producing revenue-per-campaign reporting.
Clean lists from real customer data, automatic bounce and unsubscribe handling, and periodic suppression of long-term non-openers.