Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Stacks is an all-in-one hosted CRM and business workspace that consolidates various functionalities such as customer records, sales pipelines, follow-up tasks, email marketing campaigns, review requests, invoicing, appointment scheduling, support ticket management, and time tracking into a single platform. By providing shared customer records and activity histories, it empowers solo entrepreneurs, freelancers, and small teams to effectively handle leads, sales, billing, bookings, and customer support collaboratively. Users have the ability to manage contacts and deals, design marketing emails, solicit feedback, create estimates and invoices, display their availability, oversee support tickets, and monitor tasks along with billable hours. The core plan offers all seven modules at no cost, accommodating unlimited users and contacts, while the free version includes 50 one-time AI credits, with additional paid plans available for extended AI usage. Additionally, businesses can easily link their own Stripe accounts for payment processing and connect with various supported email providers for seamless delivery. Furthermore, a REST API and MCP endpoint provide scoped access, enabling smooth software integrations for enhanced functionality. This comprehensive approach ensures that users have all the necessary tools to streamline their operations and improve customer relationships.
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
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Brevo
Yes
Model Context Protocol (MCP)
Yes
Resend
Yes
SendGrid
Yes
Stripe
Yes
Integrations
Brevo
No
Model Context Protocol (MCP)
No
Resend
No
SendGrid
No
Stripe
No
Pricing Details
$0/month
The Free plan costs $0 per month and includes all seven modules, unlimited users and contacts, and 50 one-time AI credits.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Vantage Technologies, LLC
Founded
2026
Website
stackscrm.com
Vendor Details
Company Name
Utiliko
Founded
2018
Country
United States
Website
utiliko.io
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No