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What is Sales & Inventory Manager?

Efficiently oversee your product information with the Sales & Inventory Manager, which supports both manual entry and the smooth import of existing data from text files and Microsoft® Excel® spreadsheets. You can enter a wide variety of details, including item numbers, quantities available, pricing, and much more, ensuring comprehensive tracking of your inventory. Moreover, you can categorize your products for simplified viewing, browsing, and monitoring, establish re-order thresholds to keep stock levels consistent, and track items that are not available for sale. By automating processes, you can enhance your sales operations while conserving time and resources. The Sales & Inventory Manager not only improves the effectiveness of your shipping procedures but also guarantees reliable inventory control. Upon processing a sales order, all outstanding orders are immediately organized in the shipping interface; with just a click of the shipping button, the required shipping documents are printed promptly. Once the shipping is finalized, the sales order is swiftly closed, and the inventory is automatically adjusted to reflect the transaction, ensuring a smooth experience. This innovative system is crafted to enhance your workflow and significantly boost overall productivity in managing both sales and inventory, ultimately contributing to a more streamlined business operation.

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.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$39.95 one-time payment
Free Version
Free Trial Offered?

Pricing Information

EUR 0/month free plan; paid fr
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

Avanquest Software

Date Founded

1984

Company Location

France

Company Website

www.avanquestusa.com/products/mysoftware/sim_features.asp

Company Facts

Organization Name

Potik CRM

Date Founded

2026

Company Location

Ukraine

Company Website

potikcrm.com

Categories and Features

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

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

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