Tactcic Page

 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.

1. CRM and Sales –

 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.

• Create your prospects or customers.
• Create alternative contacts/addresses.
• Set the 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 a Contract with subscribed services.
• Follow and manage your contacts 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.

2. CMS, Website, E-Commerce, POS--

 Users can create their own website with this module. Tactic provides website templates, but users have the option to create their own from scratch with the website editor.

• Create your website.
• Use the container/page architecture to organize content.
• Test your website with no need for any external web server.
• Include dynamic content on your website.
• Serve your website with your own servers like Apache or Nginx.
• If you use an external e-Commerce solution.
• If you use the embedded e-Commerce solution.
• A touchscreen P-O-S.
• Manage Bars and Restaurants.
• Display a QR-Code in your bar or restaurant, so your customers can access an interface for contactless, self-order.
• Automatic Stock update.
• Make the cash fence of the day...

3. 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.

4. Employee Management--

• Create your employee/user accounts in our Tactic ERP & CRM Software.
• Many other options and data can be set, such as job position, gender, notes, attaching external files, status, etc.
• Creating a user only requires saving a name, a login name, and a password.
• Define an hourly rate for each employee, so that if they use the timesheet feature, their time spent will be converted into a value in your currency.
• Set a user e-mail and a nice corporate email signature.
• Tactic also handle employee bio-metric signature to maintain them.
• Project-wise task hour management of any employee.

5. Customer Database--

• Display the list of records of the selected table.
• Display the list of tables of the current Tactic database
• Create one or several alternative addresses for each of your prospects or customers
• Admin can set a contact status and a potential to your prospect. You can define the different prospect potentials/levels according to your business needs.
• Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
• Add / Edit / Delete records (submitted directly to the database).
• Merge third parties to remove duplicate records.