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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 is an all-in-one cloud based solution for ERP and CRM related services. This paid Software as a Service is capable of serving large corporations, medium enterprises, small companies, proprietorships, and non-profit organisations as well as freelancing units. The software has an integration of 73 modules, which meet all the organisational needs while enhancing performance with its analytical features. Primary features of Tactic includes sales management, human resource management, financial management, employee management and etc. Tactic includes a REST API that allows users to integrate with third-party applications.  
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.


= ABOUT TACTIC ERP & CRM =
* [[File:Tactic-logo-updated.png|center|link=What is TACTIC ? Why TACTIC]] [[What is TACTIC ? Why TACTIC]]
* [[File:tactic-services.png|center|link=TACTIC's Services]] [[TACTIC's Services]]
* [[File:localization.png|center|link=TACTIC Localization]] [[TACTIC Localization]]
* [[File:email-marketing.png|center|link=Email Marketing]] [[Email Marketing]]
* [[File:tactic-resources.png|center|link=Resources]] [[Tactic Resources]]


== 1. CRM and Sales – ==
= TACTIC ERP & CRM MANAGEMENT=
* [[File:Hr-management.png|center|link=Human Relationship Management (HR)]] [[Human Relationship Management (HR)]]
* [[File:Project-management.png|center|link=Project Management]] [[Project Management]]
* [[File:Vendor-management.png|center|link=Vendor Management]] [[Vendor Management]]
* [[File:Billing-system.png|center|link=Billing System]] [[Billing System]]
* [[File:Lead-management.png|center|link=Lead Management]] [[Lead Management]]


This module stores all contact information within a database, so the 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.
= TACTIC's PROMISES =
 
* [[File:security-management.png|center|link=Security Management]] [[Security Management]]
* Create your prospects or customers.
* [[File:opportunities-management.png|center|link=Opportunities Management]] [[Opportunities Management]]
* Create alternative contacts/addresses.
* [[File:tactic-payment.png|center|link=Tactic Payment]] [[Tactic Payment]]
* Set the status and potential of your prospects.
* [[File:tactic-clients-support.png|center|link=Tactic Clients Support]] [[Tactic Clients Support]]
* Create and convert your Quotes, Commercial proposals, Sale  Orders,  Interventions, Invoices...
* [[File:purchase-order-management.png|center|link=Purchase Order Management]] [[Purchase Order Management]]
* 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.
 
 
== 2. Human Relationship Management (HR)- ==
 
  With self-service functionality, employees can manage their leave, request time off and fill out their timesheets and expense reports. Managers can approve time-off and expense reimbursement requests.
* Create your employee/user accounts.
* Define the hierarchy of your employees/users.
* Define an hourly rate for each of your employees.
* Set a user e-mail and a nice corporate email signature.
* Set permissions for your users or groups.
* Personalize the display for each user.
* Leave requests, expenses reports, and timesheets.
* Define Job positions.
* Publish your open job positions.
* Manage the recruitment process.
* Record applications automatically with the Email Collector.
* Expense report requests.
* Validate and send e-mail for approval.
* Approve the expense report.
== 3. Product & Stock-- ==
 
  Users can manage their product and service catalogs, including the price and quantity of each item. They can also track the stock from each warehouse location. Other features are procurement management, shipment tracking, serial/lot management, and materials resource planning.
* Manage your product and service catalog.
* Manage your selling and buying prices.
* Track the performance of your products or services.
* Manage Margins.
* Manage BOMs (Bills Of Materials).
* Manufacturing Orders.
* Lots and Serial Management.
* Manage Warehouses.
* Manage Stock Movements.
* Automatic virtual stock and easy replenishment process.

Latest revision as of 13:41, 13 April 2022

Tactic is an all-in-one cloud based solution for ERP and CRM related services. This paid Software as a Service is capable of serving large corporations, medium enterprises, small companies, proprietorships, and non-profit organisations as well as freelancing units. The software has an integration of 73 modules, which meet all the organisational needs while enhancing performance with its analytical features. Primary features of Tactic includes sales management, human resource management, financial management, employee management and etc. Tactic includes a REST API that allows users to integrate with third-party applications.

ABOUT TACTIC ERP & CRM

TACTIC ERP & CRM MANAGEMENT

TACTIC's PROMISES

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