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What is Potik CRM?

Potik CRM is a cloud-based operational platform tailored for small service-focused and retail enterprises, such as repair shops, auto service centers, workshops, water delivery firms, courier companies, e-commerce businesses, flower stores, and cafes. This system encompasses nine essential sections that enhance daily workflows: a dashboard that displays current orders and financial information, a weekly calendar for organizing appointments, tasks, and leads, a deals section available in either table or kanban view detailing line items, responsible parties, payment statuses, and outstanding balances, a thorough contact database that includes complete order histories, a cash book with multiple accounts and real-time balance tracking, a product catalog categorized by types and pricing levels, a warehouse management feature that differentiates between available inventory and stock reserved for pending orders, and customizable documents that can be printed using a user-friendly visual template editor compatible with various formats such as A4, A5, thermal receipts, and labels. Potik CRM’s pricing model is determined by the number of orders and locations, supporting unlimited users across all subscription tiers, which includes a free option that allows up to 40 orders monthly. Paid plans are available for 19, 39, and 79 EUR, and users can benefit from a 21-day trial without requiring a credit card, providing an excellent opportunity for businesses to explore its capabilities. This adaptable approach positions Potik CRM as an appealing option for companies aiming to optimize their operational efficiency and improve customer service.

What is 1Channel AI-Powered DMS?

1Channel's AI-Enhanced Distribution Management System presents a cutting-edge approach to managing conversations related to order inquiries, inventory checks, and payment queries through an integrated AI assistant accessible via text or help topic browsing. It automates order validation to confirm stock availability, applicable discounts, pricing, and credit limits when orders are placed, while employing intelligent stock allocation methods based on FIFO and FEFO principles to prioritize items that are close to expiration for shipping. The system also includes an automatic stock replenishment feature that generates purchase orders whenever the inventory for specific SKUs dips below a set level, in addition to a workflow automation engine that allows teams to design conditional workflows with real-time triggers, notifications sent via Email and WhatsApp, and a multi-level approval process that can accommodate up to seven tiers. Payments are automatically reconciled with outstanding invoices through an auto payment allocation capability, and any inconsistencies in Goods Receipt Notes (GRN) are routed to the correct approver without delay. Users benefit from a real-time analytics dashboard that highlights key performance indicators (KPIs), sales trends, best-selling items, and offers more than 24 customizable reports, allowing businesses to make quick, informed decisions. This all-encompassing solution not only streamlines every facet of distribution management but also significantly boosts operational efficiency and accuracy, creating a more responsive and effective supply chain. Overall, the integration of AI and automation within this system represents a transformative leap forward in managing distribution logistics.

Media

No images available

Media

No images available

Integrations Supported

Integrations Supported

1Channel Sales Force Automation

API Availability

API Availability

Pricing Information

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

Pricing Information

Available on request
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Potik CRM

Date Founded

2026

Company Location

Ukraine

Company Website

potikcrm.com

Company Facts

Organization Name

1Channel

Date Founded

2015

Company Location

India

Company Website

www.1channel.co

Categories and Features

CRM

Not specified

Categories and Features

Distribution

Not specified

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