Utiliko

What is Utiliko?

Utiliko is a game-changer for businesses looking to streamline their operations. With all-in-one functionality, Utiliko combines essential business services in a single platform, making it easy to manage CRM, project management, accounting, and HR all in one place. The platform's e-signature feature simplifies the process of executing estimates and contracts, while billable time tracking and email integration further enhance its utility.

Utiliko is a must-have tool for any business looking to boost efficiency and productivity. By consolidating multiple software solutions into one integrated system, Utiliko simplifies processes and improves communication within the organization. Users can easily follow leads to opportunities, clients, and project deployment, all within the same platform. The user-friendly interface ensures that users are not overwhelmed with information, while still having access to all the necessary data.

Utiliko has received rave reviews from satisfied customers who have experienced firsthand the benefits of using this platform. Clients praise Utiliko for its simplicity and efficiency, noting that deals can be closed faster thanks to features like e-signature and real-time correspondence. The platform has proven to save businesses thousands in unbilled service calls, while also improving communication with clients by 100%. With a 14-day free trial available, there's no reason why businesses shouldn't give Utiliko a test drive today.

How to Use Utiliko?

Step 1: Getting Started with Utiliko

• Visit the Utiliko website at Utiliko.com.
• Click on 'Get Started For Free' to sign up for a free trial.
• Fill out the registration form with your details and create an account.
• Once your account is created, log in to your Utiliko account using the provided credentials.

Step 2: Setting Up Your Profile

• After logging in, navigate to the top right corner and click on your profile icon.
• Select 'Profile Settings' from the dropdown menu.
• Fill out your personal and business information.
• Upload your company's logo and contact details.
• Click 'Save' to update your profile information.

Step 3: Integrating Business Applications

• Navigate to the 'Solutions' section from the Utiliko main menu.
• Review the available integrations like CRM, Accounting, and VOIP.
• Select an integration to set up, for example, 'CRM'.
• Follow the on-screen instructions to connect Utiliko with your existing tools and services.
• Repeat this process for other business applications you need to integrate.

Step 4: Managing Clients and Leads

• Go to the 'Clients' section within Utiliko.
• Click 'Add New Client' to input client details.
• Fill in the necessary information about your client and click 'Save'.
• Navigate to the 'Leads' section to manage potential clients.
• Click 'Add New Lead', fill in the lead details, and assign them to a team member.
• Use the 'Pipeline' view to track the progress of your leads through different stages.

Step 5: Setting Up Projects and Tasks

• Click on the 'Projects' link in the Utiliko dashboard.
• Select 'Create New Project' and enter project details such as name, description, and client.
• Set deadlines and assign team members to the project.
• For tasks, navigate to the 'Tasks' section within the project view.
• Click 'Add Task' to create new tasks and assign them to team members.
• Set priorities and due dates for each task.

Step 6: Tracking Time and Attendance

• Navigate to the 'Time & Attendance' section in Utiliko.
• Click 'Clock In' to start tracking your work time.
• For advanced time tracking, use the 'Timesheet' feature to log hours spent on specific tasks.
• Review the 'Attendance Report' for a summary of your logged working hours.

Step 7: Using the Communication and Support Features

• Navigate to the 'Support Tickets' section to manage client issues.
• Click 'Create Ticket' to log a new support request.
• Assign tickets to relevant team members and set priority levels.
• Use the built-in chat or VOIP system for real-time communication with clients and team members.

Step 8: Generating Reports and Analytics

• Go to the 'Reports' section on Utiliko’s main menu.
• Select the type of report you want to generate, such as sales, project progress, or financial overview.
• Customize the report parameters based on your requirement.
• Click 'Generate Report' to view the insights.
• Download or share the reports as needed.

Step 9: Setting Up Automations and Workflows

• Navigate to the 'Automations & Workflows' section in Utiliko.
• Click 'Create New Automation' to set up a new automated process.
• Define the conditions and actions for the automation, such as sending email notifications or task assignments.
• Test the automation to ensure it works as intended.
• Activate the automation and monitor its performance.

Utiliko Features

Utiliko All-In-One Business Management Software

Utiliko is an all-in-one business management software designed to streamline workflow and increase productivity for small and medium-sized enterprises. It combines essential business services on a single platform, including CRM, Project Management, Accounting, HR, and more.

Function Detail

• Utiliko allows users to access all business apps within just 2 clicks, providing a simplified and efficient solution for managing various aspects of a business. Users can easily track leads, opportunities, clients, vendors, projects, support tickets, and more.
• The platform also offers features like e-signature for estimate and contract execution, billable time tracking, email integration, and built-in phone system for seamless communication.

Call Tracking And VOIP Integration

Utiliko offers Call Tracking and VOIP Integration as part of its all-in-one business management software.

Function Detail

• With Call Tracking, users can monitor and analyze incoming calls to improve customer service, track marketing campaigns, and measure the effectiveness of advertising efforts.
• VOIP Integration allows users to make and receive calls directly within the Utiliko platform, streamlining communication processes and reducing the need for separate phone systems.

Better Employee & Project Tracking

Utiliko provides Better Employee & Project Tracking capabilities to help businesses manage their workforce and project activities effectively.

Function Detail

• Utiliko offers a downloadable mobile tracking app for employees, compatible with both Android and IOS devices. This app allows managers to know the whereabouts of their field staff and assign work orders, leads, or opportunities in real-time.
• The platform also includes task management features for tracking and prioritizing project tasks, setting planned start and end dates, and increasing overall operational efficiency.

Utiliko Frequently Asked Questions