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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

As your operations grow from simply handling collections and deliveries to also managing inventory, our Warehouse Management System (WMS) seamlessly works alongside our leading Navigator application, allowing you to oversee everything with just two interconnected platforms. The Warehouse can be tailored to handle various aspects such as inventory management (whether stock or fulfillment), tracking goods in and out, storage, and picking, all within a single site, across multiple sites, or even through virtual sites like delivery vehicles. Additionally, it offers features for partial picks, the ability to reorder out-of-stock items, and allows for combination picks, all displayed on an intuitive dashboard that provides a comprehensive view of your operations. This system ensures that your online customers are promptly informed when stock levels are low or when items are no longer available. Once the picking process is finalized, fulfillment proceeds through Navigator, which can either be your own application or that of your courier’s. The API linking Warehouse and Navigator facilitates integrated access to a network of 100 independent courier services and UK Parcel providers, ensuring efficient delivery options. This robust integration ultimately enhances customer satisfaction and streamlines your logistics processes.

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

No details available.

Integrations

No details available.

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 Yes 
iPad App Yes 
Android App Yes 
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

Coda Commerce

Founded

2000

Country

United Kingdom

Website

www.codacommerce.co.uk

Vendor Details

Company Name

Potik CRM

Founded

2026

Country

Ukraine

Website

potikcrm.com

Product Features

Warehouse Management

3PL Management Yes 
Barcoding / RFID Yes 
Category Customization Yes 
Channel Management Yes 
Demand Planning No 
Inventory Management Yes 
Location Control Yes 
Order Management Yes 
Purchasing No 
Quality Control Yes 
Receiving / Putaway Management Yes 
Returns Management Yes 
Shipping Management Yes 

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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