No-code Customer Workflow Automation

Build, visualize, automate workflows. Design a path to guide clients through your processes, step-by-step.

Build, visualize, automate workflows. Design a path to guide clients through your processes, step-by-step.

Build Workflows
in Minutes

Design step-by-step client workflows and forms with our visual builder. No coding skills required.

Design step-by-step client workflows and forms with our visual builder. No coding skills required.

Guide your clients, step-by-step

Give your clients a central place to view all their quotes, invoices, contracts, forms, files. Let them track their progress on every step of your workflow and keep their details up to date!

See how it works

Focus on Customer Success

Beau helps to rapidly embrace your digital transformation strategy with easy-to-use client portals.

Tailor the Experience
Create step-by-step customer workflows according to your business processes in minutes.
Easy Online Payments
Allow your clients to see quotes and pay invoices directly at your client portal.
Automate the Flow of Work
Deliver process automation that your teams love to use.
Integrations
Connect to hundreds of different tools through Zapier and our API.
See how it works
Automate Customer Success
Provide step-by-step guides for clients: let them add any details, pay invoices, sign docs, arrange calls, and track progress.
Work with Data
Beau is a lightweight CRM as well: store customers data and work with it in one place.
Use Integrations
Connect to hundreds of different tools through Zapier and our API. Create if-this-then-that automations, and trigger actions. All without a single line of code.

Templates

Beau works for companies of all sizes across many different industries.

Some Sample Use Cases:

Be an Early Bird

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Startups
Startup Due Diligence for a VC, Content Promotion Process, High-Touch Customer Onboarding for SaaS, Customer Support.
Legal
Obtaining O1/O2 US visa, Law Firm Client Intake, Netherlands Company Formation, Delaware C-corp Incorporation, Claim Compensation, Legal Contract Drafting.
IT
Client Management for Freelancers, Podcast Publishing, Marketing Campaign Management, Web Design Agency Client Workflow, Remote Work Management, Website SEO Optimisation.
Financial Services
Accounting Firm Workflow, Accounts Receivable Process, Vendor Management, Tax Return, Investments Pipeline.
Education
Course Opening, University enrollment, Tuition Reimbursement.
Real Estate
Buy-Side Real Estate Management, Facilities management, Storage Control, Real Estate Investment Management, Property Selling Process, Brokerage Pipeline.
Retail
New Franchise Opening analysis, Procurement Process, Sales Pipeline.
Health Care
Dental Clinic Patient Intake, HIPAA Compliance, Electrical Inspection in Hospitals.
Human Resources
Employee Onboarding, Expense Management, Employment Termination, Benefits Management, Hiring an Intern.