One price per company, not per person

No. Each plan includes a number of users (3, 5 and 10) and an extra user costs 12, 15 and 19 euros a month depending on the plan. The price is per company. Each plan also includes logins for your accountant, which do not count as users: 1, 2 and 3 depending on the plan.

The three plans include different modules. Essential comes with the CRM (clients, contacts, quotes with electronic signature and tasks), finance (invoices, expenses, suppliers and the income, expenses and VAT summary), chat, meetings, calendar, files, projects and support. Professional adds leads and lead capture forms, opportunities with their pipeline, CRM automations, the client portal, card payments (Stripe), recurring billing and automatic charges, a help desk for your clients, marketing, time tracking and training. Advanced adds Call Copilot, Gamification and Scraper, CRM and marketing reports and advanced analytics, revenue by campaign, business groups and AI agents in chat. Coming soon in Finance: taxes, on Professional and Advanced; accounting, treasury, financial reports and commissions, on Advanced. When you sign up you see the modules included in the plan you choose.

Every plan includes an amount of AI usage that renews every month, also on yearly billing: the assistant, transcriptions and reading receipts and supplier invoices, among other features. If it runs out, AI pauses until it renews and the rest of UTILIA OS keeps working; if you want, you buy extra prepaid credit. Never charged by surprise.

Yes. Every new company gets a 14-day trial, no card required.

Yes. Upgrading is immediate. Downgrading applies when the period you already paid ends. Your data is never deleted when you downgrade.

If you pay month to month, no: you can leave whenever you want. You cancel from Ajustes › Mi plan (My plan), with no notice period, and the cancellation takes effect at the end of the month you have already paid for. If you pay yearly, you pay in advance and the cancellation takes effect at the end of that year, with no refund of what has already been charged.

By card. The trial does not ask for one; to continue afterward, you complete your billing details in Ajustes › Mi plan (My plan), save your card and authorize automatic charges. It is charged at the start of each period, monthly or yearly depending on how you pay, and you get an invoice for every charge. If you prefer to pay by bank transfer, write to us at info@utilia.ai and we will arrange it with you.

Yes, and you do it yourself from Ajustes › Importar datos (Settings › Import data), guided step by step: bring over your clients, contacts, suppliers and tasks from Excel, a CSV file or the export from the program you use today and, on Professional and Advanced, your leads and opportunities too. You see what goes in first and, if you are not happy with it, you can undo the import for 7 days. Invoices, quotes and attachments are not imported.

You take your data with you. Your company's Super Administrator can generate an export of the organization at any time from Ajustes › Organización (Settings › Organization): a ZIP file with your clients, invoices, clock-ins and chat in JSON and CSV, plus all your files. Exporting costs nothing. When the cancellation takes effect, the account stays read-only for 90 days so you can export whatever you need or come back; after that it is deleted, except your invoices, expenses and payments, which are kept locked so you can meet your record-keeping obligations.

The team that builds UTILIA OS, by email (info@utilia.ai), video call or WhatsApp, from 9:00 a.m. to 7:00 p.m. Canary Islands time (10:00 a.m. to 8:00 p.m. in mainland Spain).