Beau

Beau is a no-code client workflow automation tool used for designing a dedicated path towards guiding clients with the help of step-by-step processes. The software solution offers access to innovative tools for clients to observe quotes. It also helps clients to pay the respective invoices with the help of a comprehensive client portal. It is also possible to collaborate with teams for collecting PDFs, submitted forms, images, scans, and so more from the clients. It is best-suited for small-scale and medium-scale enterprises. With the tool, you can easily build, visualize, automate workflows, and design a dedicated path for guiding clients through subsequent processes.

• Workflow Development Within Minutes: With Beau, it helps in designing step-by-step client forms and workflows with the help of our visual builder. There is no requirement of coding skills for workflow development.
• Step-by-step Guidance to Clients: Offer your clients a centralized dashboard for viewing all the forms, invoices, quotes, files, and contracts. You can allow the clients to track the overall progress across every step of the workflow while keeping the details updated.
• Improved Focus on Customer Success: Beau helps in rapidly embracing the overall digital transformation strategy with the help of easy-to-use client portals.

• Automated Workflow: With Beau, you can easily deliver process automation that your teams will love to use.
• Integrated Online Payments: Beau helps you to allow your clients in seeing the quotes while paying invoices directly at the respective client portal.
• Access to Relevant Data: Beau is a lightweight CRM. It allows storing client-specific data and working with the same in a centralized location.
• Custom Templates: Beau works towards companies of all scales and sizes across multiple industries. Right from law firm client intake to SaaS lead onboarding, patient intake workflow, and so more.

• Access control
• Compliance tracking
• Workflow configuration
• Business process automation
• Task management
• Calendar management

• Starter: $69 per month
• Business: $189 per month
• Enterprise: custom

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