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
When preparing for appointments, presenting products, obtaining orders, managing activities, and engaging with clients, various tools can enhance efficiency. By optimizing sales time and reducing order management costs, businesses can improve their operations significantly. Additionally, providing better guidance for sales teams and lowering the ownership costs of field IT can lead to increased productivity. Users can access a comprehensive list of all active product references, including the latest items and promotions. They can easily complete orders, adjust quantities, prices, and discounts, and ensure client signatures are obtained. Furthermore, it allows for the generation of visit reports while synchronizing data back to headquarters. The catalog features a multi-tree structure that includes detailed item lists with photos, videos, specifications, packaging, pricing, stock availability, and related products. This system operates in offline mode and has an "invisible" online functionality using either 4G or Wi-Fi. It also ensures thorough bidirectional data synchronization for seamless operation. The platform helps optimize activity monitoring, producing reports directly through izOrder, and it integrates natively with email clients for enhanced communication. This comprehensive approach fosters a more organized and effective sales process.
API Access
Has API
No
API Access
Has API
No
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
Yes
Free Version
Yes
Pricing Details
No price information available.
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
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
Mac
Yes
Linux
No
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
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
ADSI-Group
Founded
2005
Country
France
Website
www.adsi-group.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
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
Yes
Email Marketing
No
Field Sales Management
Yes
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No