Beau is a client-facing workflow automation tool that helps businesses streamline processes, collect forms, accept payments, and keep customers updated. With visual editing and portals, Beau improves completion rates and offers tailored experiences. It integrates with various tools and is suitable for professional services businesses in industries such as startups, legal, IT, financial services, education, real estate, retail, healthcare, and human resources.
Beau
Create a workflow, share a link, and get validated data extracted from what your customers submit
use a visual editor
Five key challenges. One solution.
Collect forms
Collect forms
Accept payments
Accept payments
Keep updated
Keep updated
Request details
Request details
Approve steps
Build your process, share a link
Give your customers a central place to track their progress on every step of your workflow and keep their details up to date!
Interact with your Clients via Portals
Stop sending nagging emails trying to keep things on track. Combine form submissions, messages, payments, approvals to streamline customer-facing processes.
3x Completion Rate with Pages
Create a smooth and secure onboarding workflow to accelerate conversion. Customers can be taken through your processes from start to finish with Pages.
Solution for Professional Services Businesses
Beau helps to rapidly embrace your digital transformation strategy with easy-to-use client-facing workflow automation.
Tailor the Experience
Create step-by-step customer workflows according to your business processes in minutes.
Gather Data
Collect submitted forms, documents, scans, images, and more from your clients with no hassle.
Automate the Flow of Work
Deliver process automation that your teams love to use.
Online Payments
Allow your clients to pay directly at your client portal.
Connect with the tools you already use
- Startups
- Legal
- IT
- Financial Services
- Education
- Real Estate
- Retail
- Health Care
- Human Resources
Startup Due Diligence for a VC, Content Promotion Process, High-Touch Customer Onboarding for SaaS, Customer Support.
Obtaining O1/O2 US visa, Law Firm Client Intake, Netherlands Company Formation, Delaware C-corp Incorporation, Claim Compensation, Legal Contract Drafting.
Client Management for Freelancers, Podcast Publishing, Marketing Campaign Management, Web Design Agency Client Workflow, Remote Work Management, Website SEO Optimisation.
Accounting Firm Workflow, Accounts Receivable Process, Vendor Management, Tax Return, Investments Pipeline.
Course Opening, University enrollment, Tuition Reimbursement.
Buy-Side Real Estate Management, Facilities management, Storage Control, Real Estate Investment Management, Property Selling Process, Brokerage Pipeline.
New Franchise Opening analysis, Procurement Process, Sales Pipeline.
Dental Clinic Patient Intake, HIPAA Compliance, Electrical Inspection in Hospitals.
Employee Onboarding, Expense Management, Employment Termination, Benefits Management, Hiring an Intern.
We use cookies to provide and improve our services.
By using our website you consent to cookies. Learn more