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Average Ratings 0 Ratings
Description
ClearDash revolutionizes how service-oriented companies handle their information management. Eliminate the inefficiencies of non-revenue-generating tasks and enhance your organization’s operations with our user-friendly web software. Consolidating all vital customer information—such as contact details, service history, pricing, quotes, invoices, and service requests—into one accessible location can significantly save you time. It is essential for businesses utilizing work orders, service requests, or trouble tickets to offer clients a straightforward way to request services. Managing billing can often be a cumbersome process, but with ClearDash, everything from labor costs to parts and ongoing charges is streamlined in a single system that seamlessly integrates with QuickBooks, allowing your accounting team to maintain their existing processes. A polished and professional quoting format is essential for establishing your business's credibility; clunky spreadsheets can lead to a negative first impression, while an elegant quoting solution can be the key to converting a potential sale rather than missing out on an opportunity. Additionally, ClearDash ensures that your team can focus on providing excellent service instead of getting bogged down in administrative tasks.
Description
Utiliko serves as a comprehensive business management solution tailored for service-oriented small and medium-sized businesses (SMBs). It integrates various functionalities such as customer relationship management (CRM), project oversight, invoicing, and complete accounting features including Chart of Accounts, bank management, cash flow tracking, and purchase order handling. Additionally, it offers a help desk ticketing system with integrated time billing, human resources management covering attendance, leave, and billable rates, along with email, calendar, and e-signature capabilities—all centralized within a single platform that maintains a holistic 360-degree view of client records. The platform automates the conversion of time spent on tasks and support inquiries into billable amounts, which are then seamlessly incorporated into invoices. Essentially, it provides a streamlined alternative to using multiple separate applications such as QuickBooks, HubSpot, ClickUp, and a dedicated helpdesk, enhancing operational efficiency for businesses. By consolidating these essential tools, Utiliko empowers SMBs to focus more on their core services and less on administrative overhead.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$24.99 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Datatune
Founded
1997
Country
United States
Website
www.cleardash.com
Vendor Details
Company Name
Utiliko
Founded
2018
Country
United States
Website
utiliko.io
Product Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Alternatives
Alternatives
No Alternatives