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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Declaree Yes 
Doxis Yes 
Elfsquad Yes 
Employes Yes 
Exact SRXP Yes 
Haslle Yes 
Humanwave Yes 
Magento Yes 
Nmbrs Yes 
Teamleader Yes 
WooCommerce Yes 
XLReporting Yes 

Integrations

Declaree No 
Doxis No 
Elfsquad No 
Employes No 
Exact SRXP No 
Haslle No 
Humanwave No 
Magento No 
Nmbrs No 
Teamleader No 
WooCommerce No 
XLReporting 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 No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
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

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 No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse 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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