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Average Ratings 0 Ratings
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
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