Integrated CRM

The CRM that connects your entire business

Client management, sales pipeline, invoicing, and email marketing in a single platform. No exporting data, no switching between apps.

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New

Acme Corp

4.200

TechSolutions

1.850

DataFlow Inc

8.900

Contacted

Nova Digital

3.600

CloudBase

5.100

Proposal

Vertex Labs

12.400

Won

Meridian SA

9.750

All information about each client, in one place

Interaction history, issued invoices, active projects, pending quotes, and open opportunities. Everything linked to each client, without duplicating data across applications.

Invoices

Enero 2027

Month total: 12.450 EUR

Cobrado 6.500 EUR

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N Client Amount Status Date

001 AC Acme Corp 4.200,00 Paid Jan 12

002 TS TechSolutions 3.850,00 Pending Jan 08

003 ND Nova Digital 2.100,00 Sent Jan 03

004 VL Vertex Labs 2.300,00 Paid Jan 01

Connected invoicing

Win the deal, generate the invoice

When you close a sale in the pipeline, the invoice is generated with the client's data already filled in. No copying, no mistakes.

Visual pipeline with customizable stages
Quotes that turn into invoices with one click
Email marketing with real client data
Automatic sales performance reports

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Invoicing

Generate invoices and quotes connected to your clients.

For selling

CRM, email marketing, and sales pipeline in one place.

Alternative to Holded

Compare Utilia OS with Holded feature by feature.

ERP for SMBs

All-in-one business management in a single platform.

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