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CRM for SMBs

The CRM that connects your entire business.

Clients, opportunities, quotes, invoices and email campaigns in one place. No exporting data, no switching apps.

Priced per company, not per userSpanish-language interfaceConnected to Finance and Marketing

Drag the opportunity to Won and every stage updates its totals. One more click and its whole history is right there.

Client record

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.

  • Calls, emails, meetings and notes, in its history
  • Its contacts, opportunities and tasks, on the same record
  • Its quotes, invoices and projects, one click away

Connected invoicing

From approved quote to invoice.

When the client approves the quote, you turn it into an invoice with its lines and the client’s details already filled in. No copying, no mistakes.

Signed from a link

Your client signs the quote from a link, no account needed.

One click

The approved quote becomes an invoice or a project.

With its origin

The invoice keeps track of the quote it came from.

How invoicing works in UTILIA OS

Automatic follow-up

Let the CRM work on its own.

When an opportunity changes stage, the welcome email goes out on its own and you get the notice. And your email campaigns work with your clients’ real data.

Automations
By stage, form, inactivity or tag, with email, wait, condition and notice steps.
Email campaigns
With test sends, scheduling and A/B tests with an automatic winner.
CRM reports, on Advanced
Six reports and your own builder, in PDF, Excel or CSV, with recurring delivery.

What you see on each screen depends on your plan and your permissions.

Start with your clients

From first contact to invoice, without switching apps.

Professional 99 € a month per company, paid yearly. Excl. taxes.

Opportunities by stage, automations and email campaigns are on Professional. Clients, contacts, quotes and tasks already come with Essential; CRM reports, with Advanced.

  • Trial14 days, no card
  • Users included5 · +15 € per extra user
  • Paid yearlysave 360 € a year
  • Month to month129 € a month
Compare the three plans

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