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
Effortlessly manage your product details with the Sales & Inventory Manager, which allows for both manual entry and the seamless import of existing data from text and Microsoft® Excel® files. You have the flexibility to input an extensive range of information, such as item numbers, quantities on hand, prices, and more, ensuring you capture all the details you require. Additionally, you can organize your products into categories for easier viewing, browsing, and tracking, set up re-order points to maintain stock levels, and keep tabs on non-salable items. Streamline your sales processes while saving time and money through automation. The Sales & Inventory Manager not only enhances the efficiency of your sales and shipping operations but also ensures dependable inventory management. Once a sales order is processed, all pending orders are automatically organized in the shipping interface; by simply clicking the shipping button, your necessary shipping documents will be printed without delay. After shipping is complete, the sales order is promptly closed, and the inventory is automatically updated to reflect the sale, providing a hassle-free experience. This system is designed to optimize your workflow and improve overall productivity in managing sales and inventory.
API Access
Has API
No
API Access
Has API
No
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
$39.95 one-time payment
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
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
Potik CRM
Founded
2026
Country
Ukraine
Website
potikcrm.com
Vendor Details
Company Name
Avanquest Software
Founded
1984
Country
France
Website
www.avanquestusa.com/products/mysoftware/sim_features.asp
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
Inventory Management
Alerts/Notifications
No
Barcoding / RFID
No
Forecasting
No
Inventory Optimization
No
Kitting
No
Manufacturing Inventory Management
No
Mobile Access
No
Multi-Channel Management
No
Product Identification
No
Reorder Management
No
Reporting/Analytics
No
Retail Inventory Management
No
Supplier Management
No
Warehouse Management
No