A Revenue OS brings marketing, sales, payments, collections and operations together on a single platform. Recaudo is a Revenue OS built for companies in Latin America.
Watch Recaudo in action in 4 minutesCustomers · Valeria Soto
How it works
01
You handle your WhatsApp and social media chats from one inbox. Your online store takes orders at any hour, and at the counter you charge with the mobile app. Every sale lands in the customer's profile.
Recaudo · Sales
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You send a payment link by chat or email. The customer chooses to pay by card or SPEI, and if they prefer cash, they pay it at a store. You can also charge subscriptions and sales in installments.
Payment link
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If an installment is not paid on time, Recaudo sends the customer a reminder with the amount and, if you charge it, the late interest, on the days and hours you set. Anything not yet due is not collected.
Invoice F-1042 · Installments
A Revenue OS (Revenue Operating System), or revenue operating system, is software that brings the tools a company uses to generate and collect its revenue together on a single platform.
Just as an operating system manages the programs on your computer from one place, a Revenue OS manages your company's revenue operations: from the moment a prospect discovers you until they pay, and from the moment they pay until they buy again.
Many companies use a different tool for each part of their revenue:
Each tool has its own database, its own login and its own reports. The data doesn't connect: you don't know where a customer came from, how long they took to pay or how much they've bought from you. Follow-ups get forgotten and payments come in late.
A Revenue OS organizes the operation around four stages:
Capture prospects from your channels: web forms, bio links, QR codes, social media comments and Meta ads, with a record of which ad brought in each conversation. Every lead enters your CRM with its source.
Manage your pipeline with a visual CRM. Each deal moves through stages, is assigned to a salesperson and has scheduled follow-ups. Talk with your prospects by WhatsApp, email, Instagram, Messenger or your website chat from a single inbox.
AI agents respond at any hour and hand the conversation to a person when needed. Book appointments and share your catalog without leaving the platform.
When you close a sale, collect right then with a payment link by WhatsApp. Accept card, SPEI and cash depending on your gateways, and with Conekta also interest-free monthly installments (meses sin intereses). Manage subscriptions and invoices.
When the link tied to a deal is paid, the deal moves to won and the payment is saved in the customer's history.
When a customer falls behind, collections sends them reminders in phases: WhatsApp, email and calls with an AI voice agent, on the days and at the times you configure.
Automations take action when something happens: a new customer gets a welcome, a form is assigned to a salesperson, a broken promise creates a follow-up. You ask for reports in plain language and the assistant runs your account from text instructions.
Recaudo isn't just a CRM, or just a payment gateway, or just a marketing tool. Its modules share the same customers and the same data:
There are no integrations between tools to maintain and no duplicate data.
With separate tools you pay for several subscriptions and spend hours moving data from one to another. In Recaudo the modules share the same database and the same customers. Plans start at $499 MXN per month and the included modules depend on the plan.
Create your free account and try Recaudo free for 14 days.
Recaudo offers a 14-day free trial with no credit card required. Plans start at $30 USD/month (Starter plan) and include Revenue OS along with every other tool on the platform. Check our pricing page for more details.
Setup is fast and simple. When you create your account, the onboarding wizard walks you through configuring Revenue OS step by step. No technical knowledge required. Plus, our support team is available via WhatsApp and email to help with any questions.
Yes, Revenue OS is fully integrated with every Recaudo tool: online payments, WhatsApp Business, CRM, invoicing, collections and more. You can also connect external tools using our REST API and webhooks.
Payment reminders by WhatsApp, email and AI calls, in stages based on days past due.
Learn moreVisual pipeline, deals, team hierarchy, custom fields, follow-ups on a kanban board and agent performance.
Learn moreConnect several payment gateways and use rules to decide which one each charge goes through.
Learn more14-day free trial, no credit card. Set everything up in minutes.
Watch Recaudo in action in 4 minutes