Security Management

Tactic does not only provide an upgraded and effective ERP and CRM services but it is also capable of enhancing the security of crucial documents. There are various organizational documents, such as proposals, bank receipts, invoices and more. These documents need to be secured for managing business effortlessly. Tactic offers an ultimate security for document storage, database management, bank account management, and contract and license management with an effective and secure interface.

Document Storage

Management of important documents is one of the major challenges for an organization. It is important for an efficient ERP and CRM software to provide a safe and secure interface to the users, which can help them in decreasing the chances of data-loss. Tactic allows the users to access organizational data by arranging them through classification, display, research and consultation. This decreases the amount of complexity in document management. Document management features of Tactic are: 

• Automatic backup storage system
• Backup of document store on a weekly or monthly basis
• A unique and useful feature of providing the users with lost documents is introduced by Tactic
• Creation of document folders and files by using Tactic directly
• Set up of an auto-cache system to retrieve data

Bank Reconciliation

Management of bank accounts and banking history is easier and secure with Tactic. Tactic allows the users to maintain and review bank receipts without having to leave the software page. The software also allows users to import files and bank statements and reconcile those with certain tactic elements. The banking features provided by tactic are: 

• Making reconciliation of bank accounts while having the convenience of using those from same menu as bank entities
• Tactic can also provide the facilities of automatic payment
• Filter can be used to mark several line items for enhancing user interface
• Generation of vendor invoices, VAT, taxes, bills and more is easier with Tactic as well
• Generation of a bank CVS statement file is provided by Tactic

Contact Database

Tactic provides an efficient database management system, which helps in assigning projects to different sales representative dedicated to different prospects and customers. Tactic has several contact management features including statistic views, changing of status, adding business documents and more. Certain basic features of contact database management include: 

• Creation of different third part contact, including prospects, customers and vendors
• Having a list view of all the third parties
• Having a view of the ongoing projects that have been assigned dedicating to the third parties
• Adding different contact person for different third parties for enhancing business experiences
• Creating commercial proposals directly from the pages of the third parties
• Listing and filtering the attributes based on different criteria

Contact Management

Contact management is quite easy and effective with the help of Tactic. It easily manages contact information of employees and third parties. It helps the employees in managing their leave and expense request without facing much difficulties. It can help in contacting with the customers and prospects through emails by directly drafting and sending those. The data can easily be exported to a spreadsheet for increasing user convenience.

Contract/License Management

The commercial contacts and license can be managed effortlessly with the help of Tactic, which is certainly quite safe and secure as well. The commercial proposal module is capable of managing all important commercial aspects at a single space. The basic features of contact and license management are: 

• Creation of new proposal
• List view of all the proposals
• Management of sales orders
• Management of vendor proposals
• Viewing the purchase orders along with all the related information
• Creation and management of interventions