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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 OrderOasis?

OrderOasis, developed by Ai2, is a cutting-edge web-based order entry solution designed to enhance the ordering process for businesses and their clientele. This platform is compatible with all leading web browsers, allowing users to effortlessly place orders from any device, whether desktop or mobile, with no need for specialized equipment. Featuring a robust search capability, it enables users to swiftly find products by description, brand, category, or product code, and it also includes smart auto-correction for frequent typing mistakes. With the ability to accommodate an unlimited number of SKUs and users, OrderOasis provides essential features such as access to order history, personalized reporting, order guides, and accounts receivable information. In addition, the platform supports seamless scanning via smartphone browsers or USB-connected scanning devices, making it easier to import data. The system offers customizable settings for showing or hiding inventory levels, which helps businesses maintain optimal stock management. Its intuitive interface is designed for ease of use, ensuring that both first-time and returning customers can navigate the platform smoothly, leading to an overall improved experience. This makes OrderOasis not only a functional tool for order management but also a valuable asset that can significantly enhance business operations.

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

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

iPhone
iPad
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Potik CRM

Date Founded

2026

Company Location

Ukraine

Company Website

potikcrm.com

Company Facts

Organization Name

Ai2

Date Founded

1986

Company Location

United States

Company Website

www.ai2.com/online-ordering-system-3/

Categories and Features

CRM

Not specified

Categories and Features

Delivery Management

Customer Portal
Driver ETA
Driver Management
For Freight
Order Tracking
Routing
Signature Capture

Shipment Tracking

Alerts/Notifications
Delivery Estimate
For Freight
Status Tracking

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