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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 Cloud Commerce Pro?

Enhance your entire fulfillment operation by implementing automation, which helps cut costs and decreases the chance of human error—this can be accomplished by integrating orders from multiple sales channels into a unified system accessible from any location. Effectively overseeing orders from various eCommerce sites and marketplace platforms is vital for the success of an online retail business. Relying on manual methods for scheduling deliveries with couriers or creating picking lists can lead to mistakes in order fulfillment. Moreover, tracking inventory levels using spreadsheets can cause overselling on different platforms. By utilizing flexible and automated picking and packing methods, you can efficiently and accurately manage hundreds of orders, ensuring they are prepared for shipping on the same day. Eliminate the worry of selling products that are out of stock! When a transaction happens on one platform, your inventory updates in real-time across all others, maintaining accurate stock levels. Additionally, you can easily create accounts for wholesale customers, allowing them to log in, place orders, and view their order histories and financial reports, which streamlines the sales process. This efficient approach not only increases productivity but also significantly enhances customer satisfaction by ensuring prompt and precise deliveries, fostering long-term loyalty among your clientele. Ultimately, embracing automation can transform your fulfillment strategy into a well-oiled machine, propelling your online business to new heights.

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Integrations Supported

Integrations Supported

Amazon
Magento
Syndeca
eBay

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

Standard 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

Cloud Commerce Pro

Date Founded

2003

Company Location

United Kingdom

Company Website

www.cloudcommercepro.com

Categories and Features

CRM

Not specified

Categories and Features

Order Management

Not specified

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