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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

1Channel AI-Powered DMS is an innovative conversational distribution management system featuring an integrated AI assistant that provides answers to inquiries about orders, inventory, and payments via text or through browsing various help topics. It conducts automated order validation to check for stock availability, applicable discounts, pricing, and credit limits at the time orders are placed, while intelligent stock allocation employs FIFO and FEFO principles to ensure that items nearing expiration are prioritized for dispatch. Additionally, the system features auto stock replenishment that generates purchase orders automatically when stock levels for individual SKUs fall below a predetermined threshold, and a workflow automation engine empowers teams to create conditional workflows with real-time triggers, notifications via Email and WhatsApp, and approval processes that can involve up to seven levels. Incoming payments are matched to outstanding invoices through an auto payment allocation feature, and any discrepancies in Goods Receipt Notes (GRN) are directed to the appropriate approver automatically. Furthermore, users can access a real-time analytics dashboard that presents key performance indicators (KPIs), sales trends, top-selling products, and over 24 customizable reports, enabling businesses to make informed decisions swiftly. This comprehensive system ensures that all aspects of distribution management are streamlined, enhancing operational efficiency and accuracy.

Description

Potik CRM is a web-based operational system designed specifically for small service-oriented and retail businesses, including repair shops, auto service providers, workshops, water delivery companies, courier services, e-commerce platforms, flower shops, and cafes. The system is divided into nine key sections that facilitate daily operations: a dashboard showcasing current orders and financials, a weekly calendar for managing appointments, tasks, and leads, a deals section presented in either table or kanban format with details on line items, responsible executors, payments, and balances due, a comprehensive contact database with complete order histories, a cash book featuring multiple accounts and a live balance, a product catalog organized by category and pricing tiers, a warehouse management feature that distinguishes between available stock and stock allocated for open orders, and customizable printable documents created through an intuitive visual template editor suitable for various formats like A4, A5, thermal receipts, and labels. The pricing structure is based on the volume of orders and locations, allowing for unlimited users across all plans, which includes a free tier that accommodates up to 40 orders per month. Paid plans are available at 19, 39, and 79 EUR, and prospective users can take advantage of a 21-day trial without the need for a credit card. This flexibility makes Potik CRM an accessible choice for businesses looking to streamline their operations effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

1Channel Sales Force Automation Yes 

Integrations

1Channel Sales Force Automation No 

Pricing Details

Available on request
Free Trial Yes 
Free Version No 

Pricing Details

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

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

1Channel

Founded

2015

Country

India

Website

www.1channel.co

Vendor Details

Company Name

Potik CRM

Founded

2026

Country

Ukraine

Website

potikcrm.com

Product Features

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management No 
Order Management No 
Purchasing No 
Returns Management No 
Sales Forecasting No 
Shipping Management No 
Warehouse Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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