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Recaudo in action

From first message to money collected

WhatsApp, sales, calls, payments, invoices and collections in one platform. This page follows one customer from the moment they see your ad until their payment lands in your account.

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What Recaudo does

The story of a sale

One customer, one conversation, everything connected

Seven moments of a real sale. Each one shows what Recaudo does and who does it: the AI agent, your team or the system on its own.

  1. Step 1 Automatic

    They come from your ad

    Someone taps your ad and messages you on WhatsApp, Instagram or Messenger. Recaudo creates the contact and records which ad they came from, without the customer having to say so.

  2. Step 2 AI agent

    They get an answer right away

    An AI agent replies at any hour using your catalog and prices, answers questions and books appointments. When the customer asks for a person, it hands them to your team.

  3. Step 3 Your team

    Your team closes the sale

    The conversation goes to the available rep with the full history. They call from the same place, move the deal through the pipeline and schedule the follow-up.

  4. Step 4 Your team or the agent

    Get paid on the spot

    The rep or the agent sends a payment link in the same chat. In person, you take cards from your phone with Tap to Pay. The payment stays tied to the customer and the conversation.

  5. Step 5 Automatic

    Invoice without leaving the chat

    If the customer needs an invoice, their tax details are collected, the e-invoice is issued and emailed to them. Recaudo issues e-invoices in Mexico and eight other countries.

  6. Step 6 Automatic

    If a balance remains, collections keep going

    For installments or monthly payments, Recaudo sends reminders before and after each due date, records payment promises and can call non-responders with AI.

  7. Step 7 Management

    See everything in one place

    How much each rep sold, how much was collected, what is still outstanding and which ad brought the sales. Meta receives the purchases so your campaigns learn from people who pay.

Try it with your own customers

Create your account, connect your WhatsApp and send your first payment link today.