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
The Keeper's Ledger is a cloud-based application designed for managing farms that sell a variety of products, including livestock, produce, and flowers. This innovative tool integrates livestock management features—like groups, tags, weights, treatment withdrawal schedules, processor bookings, and cut sheets—with details on returned package inventory, freezer locations, catch-weight sales, customer orders, and invoices. It also offers garden and pasture management tools that monitor beds, plantings, harvests, and paddock activities. Additionally, the application includes enterprise costing capabilities that aggregate expenses such as feed, seed, labor, and processor invoices, assisting farms in analyzing their costs and profit margins. The integrated shop functionality allows for the management of packages, animal shares, and weekly produce boxes based on stock availability. Furthermore, the application supports exports to accounting software like Wave and QuickBooks, and offers offline data entry that syncs once internet access is restored. Ultimately, this application is tailored for commercial farms that focus on marketing their own products rather than dealing with commodity grain or engaging in hobby-level recordkeeping, making it a valuable asset for direct-market agricultural operations.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Wave Accounting
No
Pricing Details
EUR 0/month free plan; paid fr
Free Trial
Yes
Free Version
Yes
Pricing Details
$49 CAD/month
CA$49/month or CA$490/year, in Canadian dollars plus applicable taxes. Annual billing saves CA$98 versus 12 monthly payments. One farm price includes unlimited users and the farm shop. Cancel any time; 30-day free trial, no card required.
Free Trial
Yes
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
No
Live Rep (24/7)
No
Online Support
No
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
The Keeper's Ledger
Country
Canada
Website
thekeepersledger.ca
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
Farm Management
Barcoding / RFID
No
Built-in Accounting
No
CRM
No
Contract Management
No
Crop Management
No
Customer Management
No
Financial Management
No
Greenhouse Management
No
Inventory Management
No
Labor Management
No
Livestock Management
No
Order Processing
No
Pricing Management
No
Supplier Management
No
Traceability
No
Weather Records
No