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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

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 

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