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
Effectively overseeing the business operations tied to orders for products or services is essential for seamless functioning, and SanORDO is set to transform your order management experience. By synchronizing operations through automation and real-time data, your team can concentrate on enhancing business growth and operational efficiency. With the ability to monitor activities as they happen, you can make swift decisions and tackle issues proactively, leading to improved order management. Keeping an eye on stock levels in real-time minimizes errors and guarantees timely replenishment to satisfy demand without unnecessary delays. You can access your order management system from any location at any time, providing constant oversight of operations, even when working remotely. Streamline your shipping process through integration with top courier services, allowing for effortless tracking of orders and management of shipping statuses. Maintain visibility of stock levels in real-time to avoid both overstocking and shortages, and effectively oversee your inventory across various locations, ensuring optimal resource allocation and business continuity. This comprehensive approach not only simplifies operations but also enhances customer satisfaction by ensuring timely deliveries.
API Access
Has API
API Access
Has API
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
Free Version
Pricing Details
No price information available.
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
SAN Softwares
Founded
1999
Country
India
Website
sansoftwares.com/products/sanordo-order-management-software/
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