Difference between revisions of "TACTIC Localization"
From Tactic Wiki
m |
m |
||
| Line 1: | Line 1: | ||
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. | 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. | ||
== Proposal Generation-- == | == 1. Proposal Generation-- == | ||
A proposal or quote is a document you suggest to a customer to give him an idea of what you can do/sell at which price. | A proposal or quote is a document you suggest to a customer to give him an idea of what you can do/sell at which price. | ||
* Manage commercial proposals. | * Manage commercial proposals. | ||
| Line 12: | Line 12: | ||
== Quotes/Estimates-- == | == 2. Quotes/Estimates-- == | ||
* Include predefined products to save time, or enter the full list of products and services manually... | * Include predefined products to save time, or enter the full list of products and services manually... | ||
* Create your Quote or Commercial Proposal. | * Create your Quote or Commercial Proposal. | ||
| Line 22: | Line 22: | ||
== Customer Service Analytics-- == | == 3. Customer Service Analytics-- == | ||
* The feature of Tactic analytics is very important for any business to control the business. | * The feature of Tactic analytics is very important for any business to control the business. | ||
* Customers, suppliers, and prospects directory. | * Customers, suppliers, and prospects directory. | ||
| Line 33: | Line 33: | ||
== Search/Filter-- == | == 4. Search/Filter-- == | ||
* Each and every module has its default Search and filter script. | * Each and every module has its default Search and filter script. | ||
* Customer can search by module name, author name date of publication, etc. | * Customer can search by module name, author name date of publication, etc. | ||
Revision as of 08:32, 11 August 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.
1. Proposal Generation--
A proposal or quote is a document you suggest to a customer to give him an idea of what you can do/sell at which price.
- Manage commercial proposals.
- Create your prospects or customers.
- Attach any notes or files to your prospect/customer sheet.
- Merge third parties to remove duplicate records...
- If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery of legal service representative, etc.).
- Just modify the status in one click from the list view without even opening the prospect sheet...
- Set the status and potential of your prospects.
2. Quotes/Estimates--
- Include predefined products to save time, or enter the full list of products and services manually...
- Create your Quote or Commercial Proposal.
- The PDF of your commercial proposal is automatically generated and updated.
- Send your quote or a selection of quotes via email, directly from within the application.
- Modify the status of your proposals to "Refused" or "Signed".
- Follow the status of your commercial proposals.
- List and display all your quotes. Choose which information you want to see in your lists. Filter and sort them based on any criteria...
3. Customer Service Analytics--
- The feature of Tactic analytics is very important for any business to control the business.
- Customers, suppliers, and prospects directory.
- Commercial Proposal management with pdf generator.
- Standing orders management.
- Reuse prospects and customer database to send mass emailing.
- Double entry accounting and general and auxiliary accounting.
- Predefined statistics page gives useful information of the company or sell representative performance.
4. Search/Filter--
- Each and every module has its default Search and filter script.
- Customer can search by module name, author name date of publication, etc.
- Filter your product catalog on any property of your choice.
- Customer can also search or filter by Activation date or date of graduation.
- Search or filtration may be occurred by clients name as well as customer name of those who are existing.
- Search or filtration can also be done by search by area of application.
