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.