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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 Exact voor Handel?

Exact's stock management software simplifies the inventory balancing process for users ranging from beginner traders to experienced international wholesalers overseeing multiple warehouses. This cutting-edge platform provides instant access to real-time stock data, facilitating smooth communication as orders are quickly dispatched to order pickers, all of which can be easily tracked through the app. Moreover, Exact for Trade seamlessly integrates with your online store or B2B platform, guaranteeing that your inventory and pricing remain current. This streamlined approach leads to prompt and efficient product delivery to your customers. In addition, the software utilizes artificial intelligence to automate the handling of incoming invoices, while offering timely updates on sales prospects, ensuring you stay informed even while on the move. With Exact's smart solutions, you can confidently and flexibly manage your business operations from virtually anywhere, making it an invaluable tool for modern entrepreneurs. Consequently, this capability empowers you to focus on strategic growth while maintaining operational efficiency.

Media

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Integrations Supported

Declaree
Doxis
Elfsquad
Employes
Exact SRXP
Haslle
Humanwave
Magento
Nmbrs
Teamleader
WooCommerce
XLReporting

Integrations Supported

Declaree
Doxis
Elfsquad
Employes
Exact SRXP
Haslle
Humanwave
Magento
Nmbrs
Teamleader
WooCommerce
XLReporting

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

Exact

Company Location

Netherlands

Company Website

www.exact.com/benl/producten/handel

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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