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m (\*CRM*\)
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*1. CRM & Sales---
*1. CRM & Sales---
**This module stores all contact information within a database, so sales repository can manage their pipelines, create quotes and process the orders. Contact information can be exported into a spreadsheet or another third-party application.
**This module stores all contact information within a database, so sales repository can manage their pipelines, create quotes and process the orders. Contact information can be exported into a spreadsheet or another third-party application.
* Create your prospects or customers.
** Create your prospects or customers.
* Create alternative contacts/addresses.
** Create alternative contacts/addresses.
* Set status and potential of your prospects.
** Set status and potential of your prospects.
* Create and convert your Quotes, Commercial proposals, Sale  Orders,  Interventions, Invoices...
** Create and convert your Quotes, Commercial proposals, Sale  Orders,  Interventions, Invoices...
* Follow-up your prospects, and your customers.
** Follow-up your prospects, and your customers.
* Create your Lead/Opportunity.
** Create your Lead/Opportunity.
* Use your opportunities for a 360 degree view.
** Use your opportunities for a 360 degree view.
* Follow your open opportunities.
** Follow your open opportunities.
* Analysed your performance.
**Analysed your performance.
* Create tickets automatically from emails.
** Create tickets automatically from emails.

Revision as of 13:43, 12 July 2021

Tactic ERP & CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsize enterprises, non-profit organizations, and freelancers. Primary features include sales management, human resource management, product, and stock management, financial management, billing, marketing management, and reporting, etc. Tactic includes a REST API that allows users to integrate with third-party applications. Some of these include PayPal, Stripe, PayBox, Google Maps, Google Contacts, Google Calendar, Magento, Woo-Commerce, and more. It is compatible with Windows, Linux, and Mac operating systems.


Here are some of the key features of the Tactic ERP & CRM Software's module.

  • 1. CRM & Sales---
    • This module stores all contact information within a database, so sales repository can manage their pipelines, create quotes and process the orders. Contact information can be exported into a spreadsheet or another third-party application.
    • Create your prospects or customers.
    • Create alternative contacts/addresses.
    • Set status and potential of your prospects.
    • Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
    • Follow-up your prospects, and your customers.
    • Create your Lead/Opportunity.
    • Use your opportunities for a 360 degree view.
    • Follow your open opportunities.
    • Analysed your performance.
    • Create tickets automatically from emails.