Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Introducing a cloud-based dealer management system tailored for marine, RV, power sports, golf cart dealers, repair shops, and marinas. This comprehensive solution streamlines various functions including parts management, service and work order management, unit sales, quoting, customer relationship management (CRM), and lead management within an intuitive platform. With no upfront fees or binding contracts, you can experience the benefits without any financial risk. The system features automatic updates for OEM and distributor price files, the ability to export stock orders, and advanced ordering algorithms that assist in maintaining optimal inventory levels. If your business involves the storage of boats or vehicles, BiT offers a bird's-eye view of your facility while efficiently managing billing, deposits, and pre-payments. By minimizing the time spent on spreadsheets and uncoordinated systems, you can dedicate more energy to expanding your business and enhancing customer satisfaction. Whether your focus is on sales, service, managing slips and storage, or a combination of these aspects, you have the flexibility to select only the components of BiT that align with your business needs. This personalized approach ensures that you can tailor the system to best support your operational goals.
Description
Potik CRM is a web-based operational system designed specifically for small service-oriented and retail businesses, including repair shops, auto service providers, workshops, water delivery companies, courier services, e-commerce platforms, flower shops, and cafes.
The system is divided into nine key sections that facilitate daily operations: a dashboard showcasing current orders and financials, a weekly calendar for managing appointments, tasks, and leads, a deals section presented in either table or kanban format with details on line items, responsible executors, payments, and balances due, a comprehensive contact database with complete order histories, a cash book featuring multiple accounts and a live balance, a product catalog organized by category and pricing tiers, a warehouse management feature that distinguishes between available stock and stock allocated for open orders, and customizable printable documents created through an intuitive visual template editor suitable for various formats like A4, A5, thermal receipts, and labels.
The pricing structure is based on the volume of orders and locations, allowing for unlimited users across all plans, which includes a free tier that accommodates up to 40 orders per month. Paid plans are available at 19, 39, and 79 EUR, and prospective users can take advantage of a 21-day trial without the need for a credit card. This flexibility makes Potik CRM an accessible choice for businesses looking to streamline their operations effectively.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
QuickBooks Online
No
QuickBooks Online Advanced
No
Pricing Details
$238/mo
Sales, Service, Parts, and Storage modules are $135/each. Embedded Text Messaging starting as low as $99/month (w/ annual commitment).
Free Trial
No
Free Version
No
Pricing Details
EUR 0/month free plan; paid fr
Free Trial
Yes
Free Version
Yes
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
BiT Dealership Software
Founded
1985
Country
United States
Website
www.bitdms.com
Vendor Details
Company Name
Potik CRM
Founded
2026
Country
Ukraine
Website
potikcrm.com
Product Features
Auto Dealer
Accounting
No
Buy-Here-Pay-Here
No
Collections Management
No
Contact Database
No
Customer Database
No
Document Management
No
F&I Management
No
Financing Management
No
Form Printing
No
Inventory Management
No
Lease Management
No
New Car Dealer
No
New Car Lot
No
Online Inventory
No
Parts Management
No
Sales Management
No
Service Department
No
Used Car Lot
No
Website Integration
No
Auto Repair
Billing & Invoicing
No
CRM
No
Digital Vehicle Inspections (DVI)
No
Inventory Management
No
Labor Rates
No
Maintenance Scheduling
No
Parts Management
No
Quotes / Estimates
No
Service History
No
VIN Lookup
No
Vehicle Tracking
No
Work Order Management
No
Automotive CRM
Call Logging
No
Contact Management
No
Customer Support
No
Inventory Management
No
Lease Management
No
List Management
No
Marketing Automation
No
Product Catalog
No
Quotes / Proposals
No
Service Department Management
No
Showroom Management
No
Territory Management
No
Dealership Management
Accounting
Yes
Auto Dealerships
No
Collections Management
Yes
Contact Database
Yes
Customer Database
Yes
Document Management
Yes
Equipment Dealerships
Yes
F&I Management
Yes
Financing Management
No
Form Printing
Yes
Lease Management
Yes
Marine Dealerships
Yes
Online Inventory
Yes
Parts Management
Yes
Powersports Dealerships
Yes
RV Dealerships
Yes
Service Department
Yes
Trailer Dealerships
Yes
Used Car Dealerships
No
Website Integration
Yes
Marine
Accounting Management
Yes
Ballast Table
No
Barcodes
Yes
Boat Maintenance
Yes
Manufacturing/Supplier Pricebooks
Yes
Marina Management
Yes
Maritime Crew Management
No
Routing
No
Scheduling
Yes
Storage Management
Yes
Point of Sale
Barcode Scanning
Yes
Commission Management
No
Cryptocurrency Support
No
Customer Account Profiles
Yes
Discount Management
Yes
Electronic Signature
No
Gift Card Management
No
Loyalty Program
No
Multi-Location
Yes
Restaurant POS
No
Retail POS
Yes
Returns Management
Yes
eCommerce Integration
No
Retail Management
CRM
Yes
Commission Management
No
Email Marketing
Yes
Employee Management
No
Loyalty Program
No
Mail Order
No
Merchandise Management
No
Multi-Location
Yes
Order Management
No
Purchase Order Management
No
Reporting/Analytics
Yes
Returns Management
No
eCommerce
No
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