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Description
Optimize your entire fulfillment process through automation, which minimizes expenses and reduces the likelihood of human mistakes—achieved by consolidating orders from all sales platforms into a single system that can be accessed from anywhere. Effectively managing orders across various eCommerce sites and marketplace platforms is crucial for the success of any online retail venture. Relying on manual processes for booking deliveries with couriers or generating picking lists can lead to inaccuracies in order fulfillment. Additionally, monitoring stock levels through spreadsheets can result in overselling across different channels. By employing adaptable and automated picking and packing techniques, you can swiftly and precisely handle hundreds of orders, ensuring they are ready for dispatch within the same day. Say goodbye to the risk of selling items that are out of stock! When a sale occurs on one channel, your inventory is instantly updated in real-time across all other platforms. Furthermore, you can easily set up accounts for wholesale customers, enabling them to log in, place orders, and access their order histories along with financial reports, thereby enhancing the overall efficiency of the sales process. This streamlined approach not only boosts productivity but also improves customer satisfaction by ensuring timely and accurate deliveries.
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
Amazon
No
Magento
No
Syndeca
No
eBay
No
Pricing Details
No price information available.
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
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Cloud Commerce Pro
Founded
2003
Country
United Kingdom
Website
www.cloudcommercepro.com
Vendor Details
Company Name
Potik CRM
Founded
2026
Country
Ukraine
Website
potikcrm.com
Product Features
Multi-Channel eCommerce
Catalog Management
No
Channel Management
No
Data Synchronization
No
Email Marketing
No
Inventory Management
No
Marketplace Integration
No
Mobile Commerce
No
Order Management
No
Promotions Management
No
Returns Management
No
SEO Management
No
Shopping Cart
No
Social Commerce
No
Order Management
Back Order Management
No
Catalog Management
No
Inventory Management
No
Order Entry
No
Order Fulfillment
No
Order Tracking
No
Recurring Orders
No
Returns Management
No
Shipping Management
No
Special Order Management
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