Clients log in to view project status, check invoices, make payments, submit support tickets, download files, and see their complete history with your business. They get the transparency they want without bombarding your team with status requests. It’s like giving every client their own dashboard in your relationship.

A: Yes. Control access by client, showing only relevant projects, invoices, and documents. Some clients might see everything, while others only view specific information. You maintain complete control over visibility and permissions.

A: Automated alerts notify you when a client hasn’t been contacted recently, when a contract is approaching renewal, or when satisfaction scores drop. You’ll see which clients need attention before they start looking elsewhere. Retention becomes proactive instead of reactive.

Absolutely. Everyone sees the same complete client record—past conversations, open projects, pending issues, and payment status. When someone’s out of the office, anyone can step in with full context. Clients never have to repeat themselves or wonder if the left hand knows what the right hand is doing.

A: Emails sync automatically to client records, calls can be logged with notes, and meetings are attached to the timeline. Everything lives in one chronological history. Six months later, you’ll know exactly what was discussed and what was promised—no digging through old email threads.

Yes. Tag clients by industry, service type, contract value, or any custom criteria. See which client segments are most profitable, which require the most support, and where growth opportunities exist. Make strategic decisions about where to invest your time and resources.

This is where Utiliko shines. A client might have an active project with your delivery team, an open support ticket, and an outstanding invoice. Everyone across sales, operations, support, and finance sees the complete picture. Your client gets coordinated service instead of fragmented experiences from different departments.

See purchase history, engagement levels, and satisfaction scores in one view. Identify which clients are ready for additional services based on their usage patterns and past feedback. Your team can approach upsell conversations informed and confident, not shooting in the dark.

Completely. Send automated satisfaction surveys after projects close or at regular intervals. Track NPS, CSAT, or custom metrics over time. Flag detractors for immediate outreach and identify promoters for testimonials or referrals. Turn client feedback into actionable intelligence.

When a sales opportunity closes, it automatically becomes a client record with full history. Projects link to clients, invoices tie to projects, and support tickets connect to everything. Your team never re-enters data or loses context when switching between systems. Client management isn’t a separate tool it’s the heart of your entire operation, connected to sales, projects, accounting, and support. That unified approach is what makes Utiliko different.