As a small Business Ourselves We Saw The Problems and
We Came Up With Solutions
The Problems
Too many systems running the business
Time wasted and accuracy lost
Too hard to keep track of everything
Opportunities are lost
Miscommunication among multiple systems
Too many entry errors
Records residing in different applications
Too many clicks to what you need
The Solutions
A single system runs the entire business
Efficiency and profits are increased
Everything is right in front of you
With a single log-in to UTILIKO
A single powerful and user-friendly system
It all works together -seamlessly
A central database of all records
90% of all functionalities are within 2 clicks!
Why Utiliko
Because it is the User-Friendly Business Management Platform.
simplify operations through a single point of reference & automating repetitive tasks
Save Time
never lose opportunities, automate collection emails
Increase Revenue
Simplification
all required business functions into one platform
Integration
eliminate duplicate data entries, get instant approval with e-signatures
Everything you need in One Platform
Imagine all of these business functions in a single place and
accessible with just two clicks!
Everything you need in One Platform
Imagine all of these business functions in a single place and
accessible with just two clicks!
CRM, Lead & Opportunity management
Accounting, Recurring Invoices, Payment Integration
HR and Time Management
Project & Task Management
Payment Integrations
- Process credit cards
- ACH Payments directly from Utiliko
- Setup Auto Pay transactions
- Next day funding
Time & Attendance
- Manage your tasks and to do list
- Relate tasks to clients, leads, opportunities and other modules
- Create future to do list and never miss a beat
Leads & Opportunities
- Capture leads, create new opportunities
- Track all communications in one place
- Collaborate with colleagues and share opportunities
e-Signatures
- Get estimate/proposal approved instantly
- Get signatures on agreements/contracts using built-in e-sign
- e-Sign Certificates of Work Completion at customer site
Task Management
- Manage your tasks and to do list
- Relate tasks to clients, leads, opportunities and other modules
- Create future to do list and never miss a beat
Support Tickets
- Improve customer satisfaction through proper support management
- Track SLAs, quick snapshots of ticket details
- Track billing status and never forget to bill for time spent
Project Management
- Manage your tasks and to do list
- Relate tasks to clients, leads, opportunities and other modules
- Create future to do list and never miss a beat
- Leads & Opportunities
- Capture leads, create new opportunities
- Track all communications in one place
- Collaborate with colleagues and share opportunities
Payment Integrations
- Process credit cards
- ACH Payments directly from Utiliko
- Setup Auto Pay transactions
- Next day funding
Time & Attendance
- Manage your tasks and to do list
- Relate tasks to clients, leads, opportunities and other modules
- Create future to do list and never miss a beat
Leads & Opportunities
- Capture leads, create new opportunities
- Track all communications in one place
- Collaborate with colleagues and share opportunities
e-Signatures
- Get estimate/proposal approved instantly
- Get signatures on agreements/contracts using built-in e-sign
- e-Sign Certificates of Work Completion at customer site
Task Management
- Manage your tasks and to do list
- Relate tasks to clients, leads, opportunities and other modules
- Create future to do list and never miss a beat
Support Tickets
- Improve customer satisfaction through proper support management
- Track SLAs, quick snapshots of ticket details
- Track billing status and never forget to bill for time spent
Project Management
- Manage your tasks and to do list
- Relate tasks to clients, leads, opportunities and other modules
- Create future to do list and never miss a beat
- Leads & Opportunities
- Capture leads, create new opportunities
- Track all communications in one place
- Collaborate with colleagues and share opportunities
Key Features of Our App
The Utiliko Time Saving Features
Customer Testimonials
Don’t take our world for it. Our customers say it better than we ever could.
Sean Stenner
Having a single source of information has been vital for us. We have consolidated from 6 independent solutions to one integrated system. This has made it easier for us to train new hires, increased our efficiency and has improved our communications by 100%
Chief Executive Officer
Kristina Rose
The simplicity of utiliko is one of its greatest features. We are able to get deals closed faster because of e-signature and real-time correspondence with the client. Utiliko has saved us thousands in unbilled service calls. We never lose paperwork or forget to bill a client. This feature alone is worth every penny. This has made it easier for us to train new hires, increased our efficiency and has improved our communications by 100%
Chief Financial Officer
Richard Smith
The ability to follow a lead to opportunity to client to project deployment, Utiliko is the one stop shop. It is simple to use and you aren’t overwhelmed by information that you stop using the system, however, all of the information is there in front of you without having to run reports and search for it.
Chief Operating Officer