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Becca

Becca

Overview

What is Becca?

Becca is a software solution aimed at small businesses and self-employed individuals. According to the vendor, Becca offers a range of features designed to streamline business operations and enhance productivity. Professionals in various industries, including administrators, psychologists, lawyers, and...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Becca?

Becca is a software solution aimed at small businesses and self-employed individuals. According to the vendor, Becca offers a range of features designed to streamline business operations and enhance productivity. Professionals in various industries, including administrators, psychologists, lawyers, and digital service providers, can benefit from the software's capabilities.

Key Features

Gestión de Presupuestos: According to the vendor, Becca allows users to adjust and customize budgets to meet customer needs. Customers receive email notifications with instructions to view and accept or reject the budget. Accepted budgets can be paid through a provided link to the payment gateway, supporting bank transfers and credit card payments. The software conveniently stores all budgets in the contact's profile or the budget panel for easy access and tracking.

Facturación: Becca enables users to generate digital invoices with legal validity and tax effects equivalent to traditional invoices, as claimed by the vendor. Invoices can be automatically delivered once the customer accepts the budget, ensuring efficient and timely invoicing. The software also offers features to organize supplier invoices for better expense control. Additionally, Becca allows users to generate XML format invoices for submission to the Public Administration.

Pasarela de Pago: According to the vendor, Becca simplifies payment management through its integrated payment gateway. Users can create and send budgets online, allowing customers to easily approve or modify them through an intuitive interface. Once a budget is approved, customers receive an email with a payment link, providing the flexibility to pay via credit/debit card or bank transfer. The vendor states that users receive confirmation emails for all customer payments, ensuring accurate tracking and record-keeping.

Acciones con tu Contacto: Becca allows users to capture and manage important customer details within their contact profile, according to the vendor. Users can create tasks and assign them to team members for effective collaboration. The software also offers features to organize calendars and schedule meetings or calls with customers seamlessly. According to the vendor, users can send urgent documents or letters through certified emails, enabling immediate delivery with validation reports and tracking. Becca also provides an online signature feature for secure and efficient document exchange.

Campañas de Emailing: Becca claims to offer easy creation of email marketing campaigns with various types to choose from, such as social, informative, occasional, or special campaigns. Users can publish and share campaigns with contacts, who can view all campaign information on the Becca web page. For users with external domains, the vendor claims that it is possible to assign a button linking to their domain on the web page.

CRM: According to the vendor, Becca allows users to efficiently manage potential customer opportunities to ensure proper follow-up and conversion. Users can convert opportunities into budgets with a single click, adding necessary functions and prices before sending. The software also offers features to create actions and tasks associated with each opportunity, aiming to enhance the sales process and customer experience. The vendor claims that potential customers captured through the Becca web page's form are automatically registered as "potential customers" within the software.

Página web: Becca provides an editable web page template that users can customize to showcase their company, business, products, and services effectively. The vendor states that users can promote current campaigns and include social media links to expand their online presence and reach.

Becca Features

  • Supported: Activity Dashboard
  • Supported: Billing & Invoicing
  • Supported: CRM
  • Supported: Client Portal
  • Supported: Collaboration Tools
  • Supported: Document Management
  • Supported: Project Management
  • Supported: Proposal Generation
  • Supported: Task Management
  • Supported: Time & Expense Tracking

Becca Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based, Mac, Windows, Linux, Chromebook
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