BeauWorkflows for repetitive customer-facing tasks

Beau

Beau automates client-facing workflows, making it easy to gather data from your customers and provide them with a seamless experience.

Product Highlights

• Data Collection: Collect data from your customers through forms, documents, and scans.
• Approvals: Approve specific steps in the workflow and track progress.
• Payments: Allow your clients to pay directly through the platform.

Use Cases

• Onboarding: Gather client data upon signup or application.
• Financial Services: Process loan or investment applications.
• Education: Process course enrollment or university applications.

Target Audience

Beau is ideal for businesses that want to improve their customer experience and offer a streamlined process.