Difference between revisions of "User:Admin"
From Tactic Wiki
| Line 5: | Line 5: | ||
== 1. CRM and Sales – == | == 1. CRM and 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 alternative contacts/addresses. | * Create alternative contacts/addresses. | ||
* Set status and potential of your prospects. | * Set status and potential of your prospects. | ||
Revision as of 13:00, 13 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.
1. CRM and 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.
- Follow and answer tickets
- A portal for your partner or customers to report tickets or issues.
- Create Contract with subscribed services.
- Follow and manage your contracts and services.
- Convert your customer contract into one-time invoices or recurring invoices.
- Create your Quote or Commercial Proposal.
- Analysed your performance.
- Process your commercial proposal.
- Follow the status of your commercial proposals.
- Create your Order.
- Process your Order.
- Follow the status of your open Orders.
- Analysed your sales or delivery performance.
==
