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Holded alternative: sales, invoices, payments and team in one system

If you are considering an alternative to Holded, here is what UTILIA OS does: a CRM with a sales pipeline, invoicing, card payments, team chat and video calls on the same platform, priced per company. Accounting and taxes are coming soon.

Features

What UTILIA OS does, point by point

What it has and what it lacks, so you can compare it with what you use today.

Feature
UTILIA OS
CRM and client management
Invoicing and quotes
Accounting and taxes
Coming soon
Invoice customization
Client portal with card payments
Time tracking and time off
Salary calculation and payslips
Project management
Team chat
Video calls
Email marketing
AI included in the plan
Connect Claude or ChatGPT to your data
Training and gamification
Support tickets
Warehouse and purchasing management
Automatic bank connection
Priced per company, not per user

Each plan includes different modules. UTILIA OS does not calculate salaries, does not manage warehouses or purchasing, and has no automatic bank connection. Accounting, taxes and treasury are coming soon; in the meantime, your accountant keeps handling them. Features reviewed in October 2026.

What you get with UTILIA OS

UTILIA OS brings together invoicing with your own branding, recurring billing, a visual CRM, a client portal with card payments, time tracking and time off, team chat, video calls, project management, training, and AI included in the plan. Everything connected, without duplicating data.

What it gives you: a portal where your client pays an invoice with a single click, time tracking and time off for the whole team, and invoices with your brand. What it does not give you: salary calculation or an automatic bank connection.

Start your 14-day trial

Start today.
14 days, nothing to pay.

No card required. If you do not save one, nothing is charged when the trial ends.

Rather talk to a person?

Write to us at info@utilia.ai

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