Deals
Orders, invoices and sales in a table or on a kanban board.
CRM for service and retail businessesOrders, stock and cash —
Orders, stock and cash —
in a single flow
Potik CRM brings leads, deals, documents, stock and money together in one workspace. No more chaos across spreadsheets and messengers.
21 days free Up and running in a day Support in English and Ukrainian
Dashboard
Revenue this week
₴124,300.00
Order B7 closed
paid ₴45,120.00
Service centresCar servicesWater deliveryFlower studiosLogisticsCoffee shopsOnline stores
Modules
Your entire operation in one system
Every section is a ready-made workflow, not an empty spreadsheet.
Calendar
Leads, appointments and tasks on a weekly grid.
Contacts
People and organisations, communication history, discounts.
Warehouse
Stock, transfers, goods receipts and reservations.
Cash desk
Accounts, transactions and a running balance.
Reports
Revenue, conversion and team workload.
Interface
This is what working in Potik looks like
These are not screenshots — the real system is running below. Switch tabs and click inside.
The demo runs right here — open cards and filters (view-only mode)
KPIs, income, lead funnel, activity and low stock on one screen.
Features
Small things that save hours
We built the system dense and fast — for daily work, not for a demo.
Side panels instead of reloads
Creating and editing opens on the right — you never lose the page context.
Documents from templates
Invoices, certificates and delivery notes are built from shortcodes on your letterhead.
Roles and permissions
Fine-grained access for managers, storekeepers and accounting.
Real-time numbers
Revenue, debts, stock and team workload — with no manual roll-ups.
0 h
saved per week per manager
0 %
faster order completion
0 modules
instead of a stack of separate tools
0 %
system uptime
Pricing
Pay for the work you do, not for every employee
Unlimited users on every plan. Orders, cash and document printing are in every plan too.
Free
Free
€0
Unlimited users · 40 orders/month · 1 location
- Unlimited users
- 40 orders per month
- Orders, clients, document printing
- Public link to an order
- POTIK branding on printed forms
Start
€19 / mo
Unlimited users · 300 orders/month · 1 location
- Everything in Free
- 300 orders per month
- Warehouse with reservations
- Multiple warehouses and transfers
- Public pages for orders and invoices
- Your own branding on documents
Recommended
Business
€39 / mo
Unlimited users · unlimited orders · 1 location
- Unlimited orders
- Status matrix with payment control
- Custom funnels for leads and orders
- Multiple legal entities
- Custom fields in records and documents
- API keys for integrations
Network
€79 / mo
Unlimited users · unlimited orders · 3 locations
- Everything in Business
- 3 locations included
- Stock per warehouse
- Inter-location transfers
- Advanced access permissions
- Priority support and onboarding
Prices in euro. 21 days free, no card required to start — billing begins only after you pick a plan.
Add-ons when you need them
Extra location€12/mo
+300 orders pack€8/mo
FAQ
Frequently asked questions
Basic setup takes one day: legal entity, statuses, products and users. After that your team simply works as usual.
Yes — contacts, products and stock import from Excel or CSV. Order history is migrated by arrangement.
Yes, every section is responsive: tables scroll and panels open across the full width of the screen.
Access to the cash desk and cost prices is controlled by roles — a manager only sees their own deals.
Write to support@potikcrm.com — we answer on working days from 9:00 to 18:00, usually within two hours. Setup questions we work through with you rather than pointing at the docs.
Try Potik on your own orders
21 days free, no card needed. We help with setup and data migration.