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What is Beau and how does it work?

Beau software is an innovative platform specifically designed to assist businesses in creating efficient and streamlined processes for their clients. With its extensive range of features and tools, Beau allows companies to design customized paths that guide clients through step-by-step procedures.

One of the key functionalities of Beau software is its client portal, which provides clients with easy access to important information such as quotes and invoices. Through the portal, clients can conveniently view and manage their financial transactions, making payments and tracking invoices effortlessly.

Additionally, Beau software promotes seamless collaboration between businesses and their clients. Teams can effortlessly gather and collect various types of files from clients, including forms, PDFs, scans, images, and more. This eliminates the need for tedious manual processes and simplifies the exchange of information, ensuring that nothing gets lost or overlooked.

Beau software caters to companies of all sizes, making it suitable for both small and medium-sized businesses. By utilizing this platform, companies can improve their overall efficiency, enhance customer satisfaction, and ultimately increase their competitiveness in the market.

In conclusion, Beau software offers a comprehensive range of features to assist businesses in designing effective client processes. With its client portal, collaboration tools, and ease of use, it is an ideal choice for small and medium-sized companies looking to enhance their operational efficiency and optimize client interactions.

Beau Pricing

Pricing Model
Free Trial , Subscription , Quotation Based




$57.50 /Month Billed Yearly

$690 per Year


  • Client Portals
  • Drag&Drop Workflow Builder
  • Workflow Automation
  • Pre-built templates
  • List view
  • Step-by-step
  • Email & Chat support


$157.50  /Month  Billed Yearly

$1890 per Year


  • Includes features of Starter plan, plus
  • Unlimited workflows
  • Unlimited emails
  • Online payments
  • Approvals
  • Messages
  • Table view
  • White label




  • Includes features of Business plan, plus
  • Unlimited cases
  • On-premise deployment
  • Kanban view
  • Custom URLs
  • Custom Integrations
  • Dedicated manager
  • Zapier integration (coming soon)


Beau Features


Workflow Automation Features

    • Workflow ConfigurationWorkflow configuration consists of many configuration features of items that are required for automating processes, we like to call them building blocks of automation.
    • Business Process AutomationBusiness process automation is the use of technology to execute recurring tasks or processes in a business where manual effort can be replaced. It is done to minimize costs, increase efficiency, and streamline processes.
    • Calendar ManagementCalendar management is a process of planning out the series of work, for an executive or self. Whether it’s phone calls, scheduling a meeting, or any other important tasks.
    • Compliance TrackingCompliance tracking is the process of organizing and monitoring compliance-related data and activities to ensure that no detail is overlooked. Compliance tracking can keep you updated as rules and standards shift, and it can also help you better understand how to prepare for projects, resources, and deadlines in the future.
    • Task ManagementTask management is the method of tracking the progress of your project’s activities from start to finish. This entails constantly making choices for your tasks in order to accommodate adjustments that might arise in real-time, with the end goal of completing your tasks successfully.
    • Access ControlAccess control is the method for limiting access to sensitive information. Through an access control gateway, only those whose identities have been validated can access company data. This selective restriction of data is done using authentication and authorization.
    • Third-party IntegrationThird-party integration means addition of necessary external data to an existing project using different APIs (Application Program Interfaces). Due to the third-party APIs the developers are able to build a new solution in a shorter period of time, using already existing components instead of creating a code for new ones from scratch.
    • Mobile AccessMobile access is the use of a mobile device (e.g. smartphone, tablet, or wearable) to gain access to projects, tasks, services, and more.

Beau Technical details

Support Online Customer Type Large Enterprises
Medium Business
Small Business
API NA Location / Phone Number Nice, France / +1 (302) 212-0010
Deployment SaaS/Web/Cloud Official Website
Category Workflow Automation Software

Beau  FAQ’s

1. What is SEO?

SEO stands for search engine optimization. It is the process of improving the ranking of a website in search engine results pages (SERPs). This can be done by optimizing the website’s content, structure, and code.

2. What are the benefits of SEO?

There are many benefits to SEO, including:

  • Increased website traffic
  • Increased brand awareness
  • Increased leads and sales
  • Improved website reputation
  • Enhanced user experience

3. What are the most important SEO factors?

The most important SEO factors include:

  • Content: The content of a website is one of the most important factors for SEO. The content should be high-quality, relevant, and informative.
  • Keywords: Keywords are the words and phrases that people use to search for information online. The website should be optimized for relevant keywords.
  • Backlinks: Backlinks are links from other websites to a website. Backlinks are a signal to search engines that a website is high-quality.
  • Technical SEO: Technical SEO refers to the technical aspects of a website that affect its SEO. This includes factors such as website speed, mobile optimization, and security.

4. How can I improve my website’s SEO?

There are many ways to improve a website’s SEO. Some of the most effective methods include:

  • Creating high-quality content: This is the most important factor for SEO. The content should be informative, relevant, and well-written.
  • Optimizing for keywords: The website should be optimized for relevant keywords. This can be done by using keywords in the website’s content, title tags, and meta descriptions.
  • Building backlinks: Backlinks are a signal to search engines that a website is high-quality. Building backlinks can be done by guest blogging, participating in forums, and submitting the website to directories.
  • Improving technical SEO: Technical SEO should be optimized to ensure that the website loads quickly and is mobile-friendly.

5. What are the best SEO tools?

There are many SEO tools available, some of the most popular include:

  • Google Search Console: This is a free tool from Google that helps website owners track their website’s performance in search results.
  • SEMrush: This is a paid tool that provides website owners with a variety of SEO data, including keyword research, backlink analysis, and website audits.
  • Ahrefs: This is another paid tool that provides website owners with a variety of SEO data, similar to SEMrush.
  • Moz: This is a paid tool that provides website owners with SEO data, including keyword research, backlink analysis, and website audits.
  • Yoast SEO: This is a free plugin for WordPress that helps website owners optimize their websites for SEO.


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