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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 Instantecom?

Effortlessly oversee all your products from your instantecom dashboard, enabling synchronization across various social media platforms. You have the ability to upload an unlimited number of product images or videos, manage stock levels, track profit margins, and handle tax, shipping, and payment gateways, ensuring that your eCommerce store maintains a high level of professionalism. This section allows you to monitor each order placed on your website, offering a dashboard filled with valuable analytics for tracking your website's performance on a monthly basis. Moreover, you can create invoices, export data to CSV format, and conveniently print all your orders. Searching for a specific order or filtering them based on time, updates, and status is made simple and intuitive. Below this area, a detailed list of all orders made through your website is available, highlighting customer names, products purchased, prices, payment methods, types of orders, and completion statuses, as well as timestamps for shipping and order placement. With these robust features at your disposal, you can effectively oversee the entire order fulfillment process, ensuring a smooth experience for both you and your customers. Ultimately, this comprehensive management system allows you to focus on growing your business while maintaining an organized and efficient operation.

Media

No images available

Media

Integrations Supported

Facebook
Google Shopping
Instagram

Integrations Supported

Facebook
Google Shopping
Instagram

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$12.26 per month
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

Instantecom

Company Location

United Kingdom

Company Website

instantecom.shop/

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

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

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