Compare Erpisto CRM vs. Potik CRM

Manage your expenses, personalize invoices, generate reports, and much more, all within a single platform. Say goodbye to cumbersome booking forms and lengthy menus—initiate your free trial today. During your trial, one of Erpisto's specialists will be available to guide you in selecting the ideal HR platform tailored for your business's growth. From negotiations to sales order processing and invoicing, Erpisto simplifies routine business operations, allowing you to concentrate on what truly matters—your enterprise. With role-based permissions, you can easily invite colleagues to your organization, enabling them to log their hours, access reports, or oversee financial accounts. As your company expands, you can integrate more than 30 additional Erpisto applications to efficiently manage every facet of your operations from any location. Erpisto is proudly developed and backed by Bilytica Global Group, which operates across eight countries and supports over 6,000 cloud-based businesses. For quick assistance and exceptional support, don't hesitate to reach out to us via phone or email, and one of our dedicated support representatives will respond to you promptly. Plus, experience the convenience of managing your business seamlessly from anywhere.

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.