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Average Ratings 0 Ratings

Total
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features
design
support

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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

Screenshots View All

No images available

Integrations

Amazon Yes 
Magento Yes 
Syndeca Yes 
eBay Yes 

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 

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