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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

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 

Integrations

Wave Accounting Yes 

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 

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