Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Achieving balance in your inventory is effortless with Exact's stock management software, which caters to a wide range of users from novice traders to seasoned international wholesalers managing numerous warehouses. With this innovative system, you gain immediate access to real-time stock levels, enabling seamless communication as orders are efficiently relayed to order pickers, and everything can be monitored conveniently through the app. Exact for Trade allows smooth integration with your online store or B2B platform, ensuring that your stock and pricing are always up to date. This efficiency translates into rapid and effective delivery of products to your customers. Additionally, the software harnesses AI to automatically process incoming invoices and provides timely updates on sales opportunities, keeping you informed even while on the go. By utilizing Exact's intelligent solutions, you can manage your business operations with confidence and flexibility, no matter where you are.
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
No images available
Integrations
Declaree
Doxis
Elfsquad
Employes
Exact SRXP
Haslle
Humanwave
Magento
Nmbrs
Teamleader
Integrations
Declaree
Doxis
Elfsquad
Employes
Exact SRXP
Haslle
Humanwave
Magento
Nmbrs
Teamleader
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
Exact
Country
Netherlands
Website
www.exact.com/benl/producten/handel
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
Alternatives
Alternatives
No Alternatives