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Average Ratings 0 Ratings

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ease
features
design
support

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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

StockIQ's forecasting hierarchy provides top-down data at the product-group and category levels so that you can reach general consensus about volumes and revenue. StockIQ will monitor the inventory in your warehouse and alert you if there are any problems. To help you balance your inventory efficiently, we'll recommend grouped transfers. StockIQ analyzes your promotion history to determine what is most important to the promotion response. This allows you to accurately predict the effect of the next promotions on demand. StockIQ's supplier management module lets you use actual receipt history to calculate lead times. StockIQ keeps track of the performance of all vendors. StockIQ keeps track of all dates on your orders before and after adjustments. This allows you to determine which suppliers are always on time and which ones are always late. StockIQ can help you predict when certain items will expire. StockIQ can identify excess inventory and track new items. It can also see what is back ordered.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

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Screenshots View All

Integrations

Acumatica Cloud ERP No 
DDI System No 
Epicor Eclipse No 
Epicor Kinetic No 
Friedman Frontier No 
Infor CloudSuite Business No 
JD Edwards EnterpriseOne No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Dynamics GP No 
NetSuite No 
Odoo No 
Prelude No 
QuickBooks Online No 
SAP BPC No 
SAP ERP No 
Sage 100 No 
Sage 300 No 
Sage 500 No 
Sage X3 No 

Integrations

Acumatica Cloud ERP Yes 
DDI System Yes 
Epicor Eclipse Yes 
Epicor Kinetic Yes 
Friedman Frontier Yes 
Infor CloudSuite Business Yes 
JD Edwards EnterpriseOne Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Dynamics GP Yes 
NetSuite Yes 
Odoo Yes 
Prelude Yes 
QuickBooks Online Yes 
SAP BPC Yes 
SAP ERP Yes 
Sage 100 Yes 
Sage 300 Yes 
Sage 500 Yes 
Sage X3 Yes 

Pricing Details

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

Pricing Details

$525 per month
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 Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Customer Support

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

Customer Support

Business Hours Yes 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Potik CRM

Founded

2026

Country

Ukraine

Website

potikcrm.com

Vendor Details

Company Name

StockIQ Supply Chain Planning

Founded

2015

Country

United States

Website

www.stockiqtech.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

Demand Planning

Capacity Planning Yes 
Data Visualization Yes 
Historical Reporting Yes 
Inventory Optimization Yes 
Planned vs Actual Tracking Yes 
Product Introduction Planning No 
Promotions Management Yes 
Replenishment Management Yes 
Sales Forecasting Yes 
Supply Forecasting Yes 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID No 
Forecasting Yes 
Inventory Optimization Yes 
Kitting Yes 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification No 
Reorder Management Yes 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Supply Chain Management

Demand Planning Yes 
Electronic Data Interchange No 
Import / Export Management No 
Inventory Management Yes 
Order Fulfillment No 
Order Management No 
Sales & Operations Planning Yes 
Shipping Management No 
Supplier Management Yes 
Transportation Management No 
Warehouse Management No 

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