Utiliko Business Management Platform - Utiliko

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A SIMPLIFIED APPROACH TO MANAGE YOUR COMPANY’S INTERACTIONS WITH

CURRENT

AND

POTENTIAL CUSTOMERS

CRM

LEADS

leads are potential clients. All communications for Leads are documented Lead Details.

OPPORTUNITY

Opportunity is a potential sale to sell a service/product to a lead or client. Opportunity can be created for Leads or Clients.

estimate

ESTIMATES or PROPOSALS

Create electronic estimates or proposals for customer to view and accept electronically

SUPPORT

PROJECTS

A way to track field installation or medium/long term projects. Central source of information including tasks, estimates, milestones and more

TIME TRACKING

Keep track of all billable times using clock in/out feature

TICKETS

A way to track all remote support tickets along with all things related to it including attachments, tasks and more. Designed for short-term, quick resolution items

WORK COMPLETION CERTIFICATES

Electronically complete certificates of work completions, add parts, track time and capture client signature on the spot

ACCOUNTING

INVOICES

Create one time and recurring invoices with auto pay option on the fly. Get paid faster with full payment integration

PAYMENT INTEGRATION

Setup Auto-Pay and get paid faster with full payment integration out of the box

DISCUSSION

Eliminate unnecessary emails Realtime chat option Group discussion and sharing of ideas regarding specific project or opportunities

MAILBOX

Realtime email tracking Scheduled follow ups

HUMAN RESOURCE

Time and resource management

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