Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

A comprehensive system designed to streamline sales efforts, enhance order processing efficiency, ensure precise inventory management, and provide superior business insights. This solution offers a risk-free trial with no initial costs associated with training, software, or consultancy services. Regardless of the sales channel, customer purchase orders can be processed swiftly, allowing for both automatic and manual acceleration of high-volume sales orders. Shipments are generated as child transactions linked to sales orders, meticulously tracking allocated line items throughout the warehouse's picking, packing, and shipping stages. Users receive real-time updates on shipment statuses, including courier tracking numbers, ensuring complete transparency. Every transaction is meticulously recorded through stock instances that capture transaction IDs. When orders exceed the credit limits established for customer accounts, predefined rules activate to halt the order and shipment processes. While current orders and shipments are paused, new orders can still be captured, although they remain unapproved until further review. This ensures that businesses maintain control over their operations while efficiently managing customer expectations.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

EUR 0/month free plan; paid fr
Free Trial
Free Version

Pricing Details

$199.80 per month
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

Potik CRM

Founded

2026

Country

Ukraine

Website

potikcrm.com

Vendor Details

Company Name

Salesorder.com

Founded

2006

Country

United Kingdom

Website

www.salesorder.com

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

Product Features

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Alternatives

No Alternatives

Alternatives

InOrder Reviews

InOrder

Morse Data
ERP MARK 7 Reviews

ERP MARK 7

Aqxolt