TB Works

TB Works

TB Works Software
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About

Potik CRM is a browser-based operations system for small service and retail companies - repair and service centres, auto services, workshops, water and courier delivery firms, online stores, flower studios and cafes. Nine sections cover the working day: a dashboard of today's orders and money, a weekly calendar holding appointments, staff tasks and leads, deals as a table or kanban board with line items, executors, payments and outstanding balance, a contact base with full order history, a cash book with several accounts and a running balance, products with a category tree and price groups, a warehouse that separates on-hand stock from stock reserved against open orders, and printable documents built in a visual template editor (A4, A5, thermal receipts, labels). Pricing is by order volume and locations - users are unlimited on every plan, including a permanently free tier of 40 orders per month. Paid plans 19, 39 and 79 EUR. 21-day trial, no card required.

About

Both the Desktop and Cloud Versions of EZ Trial Balance are a complete trial balance solution to include trial balance import; chart of accounts; assigning types, sub-types, groups, and sub-groups; recording journal entries, cash receipts, and cash disbursements; general ledger; trial balance; working trial balance; and various reports. Remember when trial balance software was easy to use and affordable? Examples: Workpapers Plus and ATB. We all loved ATB! EZ Trial Balance was designed specifically for that reason! Straight forward trial balance software that gets the job done! Easy client set-up and workflow without all the “bells and whistles” that accountants don’t need or should pay for. Trying EZ Trial Balance is easy! Just download the free demo of our desktop version, or take our cloud version for a spin with our 7 day free trial period. No credit card or payment information is necessary!

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Small service and retail businesses of 2-30 people: repair and service centres, auto services, workshops, water and courier delivery, online stores, flower studios, cafes.

Audience

Accounting software for companies

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

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

Pricing

$299 per user per year
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

Potik CRM
Founded: 2026
Ukraine
potikcrm.com

Company Information

TB Works Software
Founded: 1999
United States
www.tbworkssoftware.com

Alternatives

Alternatives

CereKart

CereKart

Cerebrum Infotech
Adagio Ledger

Adagio Ledger

Softrak Systems
InvoPlanner

InvoPlanner

Digital-e UG (haftungsbeschränkt)
TURBO-Lease

TURBO-Lease

Better Programs

Categories

CRM Supported

Categories

Accounting Supported
General Ledger Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Integrations

No info available.

Integrations

No info available.
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