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features
design
support

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Write a Review

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

Screenshots View All

No images available

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

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 

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