Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Rotasal serves as a comprehensive delivery-operations platform tailored for businesses managing their own last-mile fleets, including sectors such as e-commerce and retail delivery, food and bottled-water logistics, courier and cargo transport, as well as pharmaceutical and medical distribution, field service teams, and staff shuttles. By integrating all aspects of delivery management, it eliminates the need for manual route planning via spreadsheets, eliminates driver instructions communicated through messaging apps, and reduces the number of "where is my order?" inquiries through a unified system that serves dispatch offices, drivers, and end customers alike.
Users can effortlessly upload their daily orders through a file or API, allowing Rotasal to efficiently assign orders to vehicles in the optimal sequence. On a typical day with 600 orders, the planning process is completed in approximately 20 seconds, and any necessary adjustments due to new, canceled, or urgent requests can be made in just 3 seconds, enabling real-time flexibility throughout the day rather than confining changes to overnight updates. Dispatchers are responsible for reviewing and approving each plan prior to drivers departing, and they can monitor the fleet's progress on a live map. Additionally, the system ensures that no courier is ever double-booked during replanning, which enhances overall efficiency. This streamlined approach significantly improves operational productivity and customer satisfaction.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
EUR 0/month free plan; paid fr
Free Trial
Yes
Free Version
Yes
Pricing Details
$800
Free Trial
No
Free Version
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
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
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
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
Yes
Vendor Details
Company Name
Potik CRM
Founded
2026
Country
Ukraine
Website
potikcrm.com
Vendor Details
Company Name
Avernsys
Founded
2026
Country
United States
Website
avernsys.com
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
Product Features
Route Planning
Capacity Planning
No
Drag & Drop Scheduling
No
Driver Management
No
Emergency Dispatch
No
GPS Tracking
No
Performance Metrics
No
Route Costing
No
Territory Management
No