+
+

Related Products

  • Wash-Dry-Fold POS
    126 Ratings
    Visit Website
  • EazyStock
    65 Ratings
    Visit Website
  • Epicor Kinetic
    533 Ratings
    Visit Website
  • Flowlens
    39 Ratings
    Visit Website
  • Maintenance Care
    293 Ratings
    Visit Website
  • IUX
    968 Ratings
    Visit Website
  • Bidtracer
    39 Ratings
    Visit Website
  • FrameworkLTC
    48 Ratings
    Visit Website
  • Boostero
    64 Ratings
    Visit Website
  • Order.co
    228 Ratings
    Visit Website

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

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.

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 Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android 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

Small and mid-sized traders, wholesalers, distributors and manufacturers with field sales teams, including FMCG, pharma, auto-parts, chemical, textile and logistics businesses

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

No images available

Pricing

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

Pricing

$7/month/user
Free Version Not Supported
Free Trial Not 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 Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Potik CRM
Founded: 2026
Ukraine
potikcrm.com

Company Information

TradeOne CRM
Founded: 2017
India
tradeonecrm.com

Alternatives

Alternatives

No Alternatives
CereKart

CereKart

Cerebrum Infotech
InvoPlanner

InvoPlanner

Digital-e UG (haftungsbeschränkt)

Categories

CRM Supported

Categories

CRM Supported

Integrations

No info available.

Integrations

No info available.
Claim Potik CRM and update features and information
Claim Potik CRM and update features and information
Claim TradeOne CRM and update features and information
Claim TradeOne CRM and update features and information