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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

With dropshipping, you won't need to manage inventory or handle shipping, as suppliers will send products directly to your customers. However, it is essential to maintain several processes, such as sending customer packing slips alongside orders to suppliers, ensuring real-time updates of supplier stock levels, and carefully selecting the best suppliers based on price and availability. Additionally, various features are designed to enhance supplier management and streamline warehouse procurement, including stock and transfer tracking, management of multiple warehouses, low stock notifications, and barcode scanning functionalities. Effective supplier management also encompasses monitoring purchase prices, overseeing procurement, and managing orders efficiently. Key tasks involve processing orders, controlling inventory, and generating shipping labels, along with automatic updates to supplier stock levels and purchase prices. Comprehensive procurement management is critical, as is intelligent order preparation utilizing barcodes, ensuring a smooth and efficient operation overall. Maintaining these processes not only optimizes your dropshipping business but also fosters stronger relationships with suppliers and enhances customer satisfaction.

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

API Access

Has API

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
Free Version

Pricing Details

EUR 0/month free plan; paid fr
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Boost my shop

Country

United States

Website

extensions.boostmyshop.com/pack-embedded-erp-magento-2/dropshipping-edition/

Vendor Details

Company Name

Potik CRM

Founded

2026

Country

Ukraine

Website

potikcrm.com

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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