Related Products
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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.
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About
TradeOne CRM is an all-in-one CRM and business management platform for trading, distribution and manufacturing businesses. It replaces separate tools for lead tracking, field visits, delivery, stock and collections with one web and Android app.
Sales: lead and inquiry management, customer history, follow-up reminders, quotations and sales orders.
Field: beat plans, geo-tagged visits, attendance, leave and travel expenses.
Delivery: optimized route planning, location-based delivery tracking and a delivery approval workflow.
Finance: payment collection, outstanding management, customer ledgers and aging-wise reports on every plan, no ERP required.
Stock: purchase orders, product records, inventory levels, stock inward and outward.
Team: tasks with approvals, one-to-one and group chat, dashboards and reports.
ERP integration with automatic sync is available on the Professional plan. Jenefa AI, an optional add-on, answers plain-language questions from your CRM data.
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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
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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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.
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Audience
Small and mid-sized traders, wholesalers, distributors and manufacturers with field sales teams, including FMCG, pharma, auto-parts, chemical, textile and logistics businesses
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
EUR 0/month free plan; paid fr
Free Version
Supported
Free Trial
Supported
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Pricing
$7/month/user
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationPotik CRM
Founded: 2026
Ukraine
potikcrm.com
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Company InformationTradeOne CRM
Founded: 2017
India
tradeonecrm.com
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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