Utiliko Reviews 4

We tried different software to organize our work process more efficiently but there were always some problems. Finally, I found the Utiliko platform and after using it for a week we noticed our team's productivity improvement. This is a perfect app with a super user-friendly interface. I highly recommend!

We've been using utiliko for about 2 years now and it has been an essential part of our organization and growth. It is as crucial as email, phone service or electricity. We would not be able to do operate without this platform.

Currently we use the CRM part for our sales staff (inside and outside sales staff), adding leads, opportunities and most importantly contract generation and e-signatures. e-signatures is probably the most important part since we get the client to sign off without the problems of print, sign, fax or additional cost of DocuSign or any other system.

We use the support for projects to manage of all of our installations nationwide and tickets for remote support issues for our support department.

We use the accounting part for all of our recurring transactions since we are a telecom company. This has the most important part for us which no other platform we tested had, that is the telecom taxes which are complicated and are added to specific items and not the entire invoice. This is a HUGE point, it would be a nightmare without this function.

the autopay function of course saves us a ton of time along with payment integration. previously we would have to use a 3rd party and create the transactions (duplicate entry) and once it got approved, enter the approval code in our system and now, this process is automated and saves us at least 16 hours a month!

We use the HR part for tracking employees and most importantly time tracking, whether it is time for tasks, projects or tickets so we can bill the client properly and never forget to bill.

Another major function that saves us about 1 hour per project is the automation. we created some automation that automatically changes the status of specific projects, assigns it to the specific team and creates 7 detailed tasks for each project that is created in that category. This is yet another extremely important function as it eliminates human error and saves us time.

I am sure i have missed some stuff but these are the most important reasons why we use utiliko.

last item, they added email integration; so this has been extremely helpful too because now we can relate an email to a project, ticket, task or client and that conversation is automatically saved under that specific area and therefore we dont have to search email for that history.

If i had to summarize utiliko in few words, it would be, "communication in one place". They have done a great job centralizing everything in ONE area so you aren't searching email, project management, tickets, tasks, invoices and etc to learn everything you need about the client. it is all there in one spot.

The most user-friendly platform I have ever used is Utiliko. This single software takes care of all the departments in my business. It was worth the amount I paid to get the services. My company works with a lot of leads and customers. Utiliko acted as the perfect CRM solution for my business. My leads and customers were taken care very well with the help of several automated features. My proposals and deals with clients were approved and closed faster because of the e-signature feature integrated into Utiliko. I did not expect all in one package for the small amount of money I paid.

The project management feature in this platform helped me to manage my projects efficiently. The automation feature of creating tasks for any project acquired saves much of my time when I acquire a new project. It creates deadlines according to the weightage of the project. Utiliko has solved the most challenging part of project management.