Tactic Clients Support

Clients are the substance of a business, therefore, it is important to manage the clients with efficiency in order to eliminate unnecessary mistakes. Hence, Tactic ERP and CRM solution provides an upgraded client management system. The contents covered in this page are, client management, client portal, approval process control, tax management, and completion tracking. 

Client Management

Client management features provided by tactic are: 

• Setting status and potential of the prospects.
• Creating and converting Quotes, Commercial proposals, Sale Orders, Interventions, Invoices.
• Following-up the prospects and customers.
• Creating Lead or Opportunity.
• Customers can be able to consult and download their proposals, orders, and invoices
• Allowing customers to create and view their tickets.
• Allowing consultation of validated invoices by providing the opportunity of PDF download

Client Portal

This module adds a public interface on which the users can grant access to the customers. The primary features of this module are: 

• Grating customers the permission of consulting and downloading their proposals, orders, and invoices
• Allowing the customers to create and view their tickets
• Allowing consultation of validated invoices by PDF download feature
• Allowing consultation of validated quotes by PDF download feature
• Allowing viewing of shipments by PDF download feature
• Allowing viewing of validated orders by PDF download feature

Approval Process Control

The Approval process of Tactic is performed by e-mail as well as SMS confirmation. The approval process control features of Tactic are: 

• Stock dispatching wizards can be used to track stock and to be notified in time of receiving products in warehouses.
• Approval process can be performed with a few clicks to confirm the customers
• With an online free payment gateway to give the customers a good approval process experience is implemented in Tactic as well
• Admin will be able to automate some steps in the Workflow module

Tax Management

Tactic ERP & CRM Software calculate two types of taxes, one is Central Tax called CGST and another one is state tax called SGST. The GST has applied automatically on each line (when added or edited). Value of rate for second tax PST is automatically extracted by the system from the dictionary table of VAT rates, for the GST vat rate line used and your country.

• Tactic has an auto calculated tax system
• Tactic can calculate round amount up to 4 digits
• In some nations, calculations must always be done using method 1 for generating invoices. As this is the default calculation rule for Tactic, there is nothing to change from the default configuration.
• In most of nations both of the calculation procedures are applicable, hence, Tactic can be beneficial in any place all around the world
• Tactic can automatically two-three taxes on each invoice line
• The GST has applied automatically on each line (when added or edited). Value of rate for second tax PST is automatically extracted by the system from the dictionary table of VAT rates, for the GST vat rate line used and country

Completion Tracking

Tactic can be used for tracking leads, opportunities, customers, prospects and suppliers along with the projects associated with them. The completion tracking features are:   

• Creation of Projects, Leads, or Opportunities to customers as well as clients
• Definition of properties on the tasks, such as planned workload and assign specific users, by admins
• Tracking the progress and compare the progress with what had initially planned.
• Getting the potential turnover of leads instantly, weighed with the probability, to get an estimated future turnover.
• Making projects public or select the employees and/or partners who can participate in the project.
• Adding the predefined fields of user choice for making the data more manageable, complete, and as accurate for business purposes