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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 Balanced Allocate?

Balanced Allocate effectively streamlines the organization of individuals, items, or resources into optimal groups through an automated process. Users can simply upload a spreadsheet detailing students, players, guests, or staff while specifying their preferred grouping criteria. With the ability to set various constraints, it can balance attributes like gender, skill level, or age; comply with budgets and quotas; ensure specific items are grouped; prevent conflicts; and maintain pairs that should stay together. The allocation solver swiftly determines the best distribution in mere seconds, even when dealing with hundreds of items and multiple rules. This tool can be utilized in various scenarios, such as assigning students to classes based on ability levels, gender, and IEP requirements while allowing for necessary distinctions, creating balanced sports teams that account for skill, age, and family ties, organizing seating for events while considering dietary needs and interpersonal dynamics, and scheduling staff shifts based on their skills and availability. Supporting both CSV and Excel uploads, the platform offers an array of constraint options, real-time diagnostics for conflict detection, PDF export capabilities, and the ability to save configurations for future reference. With a risk-free 14-day trial that doesn’t require a credit card, users can explore its features without commitment. Utilizing the powerful Google OR-Tools CP-SAT engine, it does not necessitate any programming skills, allowing anyone to simply point, click, and achieve optimal results. Furthermore, its intuitive interface ensures that anyone aiming to enhance their allocation processes can do so with ease, making it a valuable solution for various organizational needs.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

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

Pricing Information

$19 AUD/month/user
14 day free trial without the need for a credit card. $59 AUD per month for the 5 user option. Custom pricing above this.
Free Trial Offered?

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

Balanced Allocate

Date Founded

2025

Company Location

Australia

Company Website

balancedapp.io

Categories and Features

CRM

Not specified

Categories and Features

Resource Management

Data Visualization
Resource Allocation
Skills Tracking
Utilization Management

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