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The personal assistant that runs your day
Your calendar, your email and your quotes in the ERP, handled by the same agent that answers your phone. And at close, the daily summary: what came in, what got done, what's left.
+€39/mo
What it does, step by step
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It runs your calendar
It books, moves and cancels your appointments on your Google Calendar, reminder included.
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It handles the email
It organises what comes in and leaves a draft for anything that needs your signature: you review and send.
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Quotes and invoices in your ERP
It creates them in your ERP with your data and links them to the contact's record.
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It gives you the daily summary
At close: appointments handled, email organised, documents created and what's pending.
What gets connected
- Google Calendar
- Your real calendar: the assistant works on the one you already use.
- Your email
- What needs an answer is organised, draft prepared.
- Your ERP
- Quotes and invoices get created where you already make them, not in yet another tool.
- The UTIO CRM
- Every action is linked to the relevant contact's record.
What happens in the CRM on every event
An assistant that leaves no trace makes you double-check everything. This is what gets written.
- Appointment set
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It writes: CalendarReminder
It enters your Google Calendar and the CRM calendar, with its reminder.
- Email needing a reply
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It writes: DraftTask
The draft is prepared and the task is on your list: nothing depends on your memory.
- Quote or invoice
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It writes: ERPRecord
The document is created in your ERP and stays linked to the contact's record.
- End of day
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It writes: Summary
The daily summary: everything done and pending, readable in a minute.
What it costs
+€39/mo on your plan
It adds onto any voice or WhatsApp plan: not a separate plan, but a vertical switched on over the agent you already have. The ERP connection is done during implementation.
Stand-alone configuration outside an implementation: €290, once — your calendar, your resources and your document templates, and the CRM defined for every event.
Questions about this vertical
Which plan does it go on?
On any voice or WhatsApp plan, for €39/mo. It isn't a separate plan: it's a vertical switched on over the agent you already have.
What is the daily summary?
A recap at close: appointments handled, email organised, quotes created and what's left. What you'd ask of someone you trust before they leave.
Does it send the quotes and invoices itself?
It creates them in your ERP with your data and links them to the record. You review and send: documents with your signature leave from your hand.
Ready to transform your customer service?
Tell us what you want to solve and our team will get back to you within 24 working hours.
- Phone
+34 951 047 200 - Email
hola@utio.io - WhatsApp
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