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Salesforce alternative for SMBs: CRM, invoices and team in one system

UTILIA OS brings together CRM, invoicing, projects, communication and AI on one platform, priced per company instead of per user.

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.

Sell, invoice and get paid in the same place

UTILIA OS has a visual CRM with a sales pipeline, opportunity management and client tracking, and, in the same system, invoicing with your own branding, a client portal with card payments, recurring billing, time tracking and time off, project management, chat, and video calls. All priced per company, with users included in every plan.

UTILIA OS brings CRM, invoicing, the client portal, and time tracking together on the same platform. One place where you sell, invoice, collect by card, and organize the team.

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

Book your 15-minute video call

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