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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 Embedded ERP?

Dropshipping eliminates the need for you to oversee inventory or shipping logistics, since suppliers directly deliver products to your customers. Nevertheless, it remains crucial to implement several operational procedures, such as providing packing slips to suppliers with each order, ensuring that you have real-time updates on the stock levels of suppliers, and meticulously choosing suppliers based on their pricing and product availability. Furthermore, there are numerous features aimed at improving supplier management and optimizing warehouse procurement, which include tracking stock and transfers, managing multiple warehouse locations, receiving low stock alerts, and utilizing barcode scanning systems. Additionally, effective supplier management requires vigilance in monitoring purchase prices, efficiently managing orders, and overseeing the entire procurement process. Essential tasks in this realm involve processing orders, maintaining control over inventory levels, and generating shipping labels, all while ensuring that stock levels and purchasing prices are automatically updated. An all-encompassing approach to procurement management is vital, as is the intelligent preparation of orders through barcode utilization, which collectively contributes to a seamless operation. By adhering to these processes, you not only enhance the efficiency of your dropshipping venture but also build stronger partnerships with your suppliers, ultimately leading to improved customer satisfaction and loyalty. In this competitive market, leveraging efficient supplier management practices can significantly distinguish your business and drive long-term success.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Potik CRM

Date Founded

2026

Company Location

Ukraine

Company Website

potikcrm.com

Company Facts

Organization Name

Boost my shop

Company Location

United States

Company Website

extensions.boostmyshop.com/pack-embedded-erp-magento-2/dropshipping-edition/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

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