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Utiliko

One Platform to Run Your Entire Business·utiliko.io

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Utiliko is an all-in-one business management platform for small and medium service businesses that combines CRM, project management, invoicing/accounting, support ticketing, HR, and a client portal in a single system. It covers the full business lifecycle from capturing a lead to delivering work, billing the client, and managing the team. All modules share one data layer so there is no duplicate data entry between sales, operations, and finance. It is aimed at home service and contractor businesses, technology/IT service providers (including MSPs), and product & service-based companies.

What it's for

Capturing and tracking leads and sales opportunitiesBuilding and sending proposals and quotes (CPQ)Managing contracts and e-signaturesProject and task management with milestonesSupport ticketing and customer issue trackingRMA tracking for technology/product businessesTime and expense tracking against projects and ticketsInvoicing billable hours automaticallyAutomated payment collection and client payment portalHR functions: job applications, time & attendance, PTO/KPI tracking, employee contractsManaging the full client lifecycle through a client portalManaging combined product and service sales, inventory, and scheduling

Features 19

  • Automated collections (autopay, payment reminders)
  • Automatic invoicing of billable hours
  • Client payment portal
  • Client portal for status updates, payments, invoices, and tickets
  • Contracts and agreements with e-signature
  • CRM and lead management
  • Drag-and-drop data migration/import tools
  • Estimating and proposals (CPQ)
  • HR: job application tracking, employee time/attendance, PTO and KPI management, employee contracts
  • Inventory and service catalog management
  • Opportunity/pipeline management
  • Project management with tasks, deadlines, and milestones
  • Real-time expense tracking via bank/credit card sync
  • Revenue and business analytics
  • RMA tracking
  • Role-based access control
  • Support ticketing system with automated routing
  • Time and expense tracking
  • Unified dashboard across sales, operations, and finance

At a glance

free trial
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
Forsmall and medium businesses, home service and contractor businesses, technology and IT services companies, MSPs, product & service-based businesses, startups, SMEs, agencies, growing businesses
CompanyUtiliko

Integrations

Google WorkspaceOpenAIUniFiCradlepointPlaidVivant PBXStripePayPalGmailOutlookSlackZoomQuickBooks

Pricing

All plans include every module (Sales, Support, Accounting, HR, Operations, Client Management); tiers differ only by support level (knowledge base, +email, +email+phone). A secondary pricing comparison block repeated on the site shows different figures for the Growth and Pro plans ($39 and $49 respectively) than the main plan cards ($49 and $99), which conflict. Vendor guidance elsewhere describes pricing as 'pay-per-user, flexible,' but no per-user rate is shown on the pricing page itself.

Starter$29/mo

A separate pricing widget elsewhere on the site also lists Starter at $29/mo, consistent with this figure.

Support limited to knowledge base only

Growth$49/mo

Marked as the 'Popular' plan. A separate pricing comparison widget elsewhere on the site lists Growth at $39/mo instead of $49/mo — the two figures conflict.

Adds email support on top of knowledge base

Pro$99/mo

A separate pricing comparison widget elsewhere on the site lists Pro at $49/mo instead of $99/mo — the two figures conflict.

Adds phone support on top of knowledge base + email

Last checked 20 days ago·