Use cases
What do you want to solve?
Pick the problem you have today. Each case explains who it is for, what happens without Recaudo and how it gets solved with it.
01
Get paid on WhatsApp
For: Businesses that already talk to customers on WhatsApp
Send the payment link in the chat and see right away who paid, without chasing receipts.
- 01 Connect your WhatsApp
- 02 Create the link with the amount
- 03 See the payment in the chat
Inbox · WhatsApp
Daniela Ruiz
02
Reduce overdue accounts
For: Companies with late payments to recover
Automatic follow-up on every balance until it is paid, without spreadsheets.
- 01 See who owes and how much
- 02 Decide what happens in each phase
- 03 Promises pause the reminders
Collections · WhatsApp
03
Automate collections
For: Teams that collect by hand, one customer at a time
Reminders by WhatsApp, email and phone that go out on their own on the right date.
- 01 Set up phases and channels
- 02 The call is just another step
- 03 Everything lands in the customer history
Artificial intelligence call
04
Close sales on WhatsApp
For: Sales teams that sell over chat
From first message to payment in the same conversation, with every lead in your CRM.
- 01 New chats arrive as incoming
- 02 Schedule the follow-up
- 03 Get paid in the same chat
CRM · Sales pipeline
05
Issue CFDI where you get paid
For: Businesses in Mexico that invoice every sale
Issue the CFDI 4.0 from the same place where you record the payment, without typing it twice.
- 01 Upload your certificate once
- 02 Pick the customer and the SAT code
- 03 Stamp the payment complement in one click
New e-invoice · CFDI 4.0
06
Answer WhatsApp with artificial intelligence
For: Businesses with lots of repeat questions on WhatsApp
An artificial intelligence agent answers the common ones and hands your team what needs a person.
- 01 Choose what it can do
- 02 Test it before letting it loose
- 03 Hand the chat to your team
Inbox · Instagram
Valeria Campos
07
Collect pending store orders
For: Online stores
Every order comes with its payment link; if it is not paid, you resend it by WhatsApp or email and it is marked paid on its own.
- 01 The order creates its link
- 02 Resend the link by WhatsApp or email
- 03 The payment is marked on its own
Store · Casa Tamarindo
08
Book appointments online
For: Clinics, studios and appointment-based businesses
Customers book on their own and get a WhatsApp reminder the day before.
- 01 Set your appointment types and hours
- 02 The appointment lands in your calendar
- 03 A reminder the day before
Booking page
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