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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 Distributor Analytics & Reporting?

The 1Channel Distributor Analytics & Reporting system equips distribution companies with over 24 ready-made reports, live dashboards, and adjustable filters that assist in tracking crucial elements like orders, revenue, inventory, unpaid invoices, scheme usage, and distributor performance across their network. The main dashboard showcases vital KPIs, sales trend graphs, top-selling products, and the breakdown of order statuses, all refreshed in real time with a standard view covering the past 30 days. Users can customize reports by various parameters such as warehouse location, brand, order status, material, and customer type, and easily export these reports into CSV format; the exported files are stored in a specific Exports section for a duration of seven days, facilitating seamless sharing of insights among team members. When users access reports, they are displayed in a side panel, allowing for data analysis without interrupting the current workflow. The analytics cover insights into orders and revenue, inventory and stock reports at both SKU and batch levels, tracking of unpaid balances and usage of credit limits, and evaluations of target achievements across monthly, quarterly, and annual timelines. This extensive array of tools not only empowers distributors to make well-informed decisions based on real-time data but also enhances team collaboration by simplifying the sharing of insights. As a result, companies can respond promptly to market changes and optimize their operational efficiency.

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

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

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

Company Website

www.1channel.co

Categories and Features

CRM

Not specified

Categories and Features

Distribution

Not specified

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