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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.