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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 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.

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.

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.

4. 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.

5. Finance & Billing--

 Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data and export the ledger into their financial system.

• Create your Invoices.
• Send your invoice and manage payments.
• Follow the status of your open Invoices.
• Analysed your billing performance.
• Reuse your invoices with other modules.
• Setup your chart of accounts and your accounting number.
• Validate the accounting number before they are added to your Ledger.

6. Marketing--

 Marketers can create email campaigns with either the WYSIWYG editor or the HTML editor. They can import email addresses from different sources, and the software automatically discards duplicate emails.

• Create your Emailing content with a friendly editor.
• Select your recipients from your existing data.
• Test your campaign in one click.
• Send your emailing campaign.
• Duplicate your campaign to quickly restart it later.

7. Integration, Development--

 Integrate your ERP with any other application using Tactic's APIs, Triggers, and Hooks

• Extract any data or insert, update, or delete records using our new REST APIs.
• Triggers and Hooks.
• Use your own LDAP server so your users will share the same password.
• Use the Payment modules (for example, PayPal, Stripe, PayBox...).
• Define the SMTP properties of your SMTP email hosting provider.
• Integrate Google services like Google Maps, Google Contacts, etc.

8. Productivity --

 The productivity module has a projects feature where users can manage projects and tasks. It integrates with the timesheet feature, enabling users to see the time spent on each task.

• Create Projects, Leads, or Opportunities.
• Define who can view or edit the project.
• You can also create sub-tasks.
• Record the time spent on Projects/Tasks.
• Follow your project or tasks.
• Project overview.
• Manually create events in the past or future.
• Setup module to define the events which need to be recorded automatically.
• View events in different agenda views.

9. Marketing Automation--

 Tactic supports a point of sale interface for restaurants, traditional shops, and bars. The drag-and-drop interface helps users define tables, floors, and rooms. Invoices and orders can be assigned to a table, and it supports automatic stock updates and a touchscreen POS.

• Tactic supports a point of sale interface for restaurants, traditional shops, and bars...
• Tactic can set up accounts and dispatch data like salaries, products, expense reports, purchases, and sales in ledger tables...
• It allows users to integrate their ERP with other applications using hooks, triggers, or APIs...

10. Mobile Access--

 Your CRM (or Customer Relationship Management) system plays an important role in the functions of your business. Allowing it to be used from a Smartphone has significant benefits for your organization.

• The menu is managed by native applications.
• Integration with your phone or other applications is better through Tactic ERP & CRM Software.
• Upgrading Tactic ERP & CRM will not break its features.
• Tactic ERM & CRM use embedded image resources to reduce bandwidth.
• Tactic ERP & CRM Software uses internal cache for pages that should not change your original data.

11. Multi-Currency--

 The tactic has a unique multi-currency solution in its Tactic ERP & CRM Software which can be used anywhere around the World without loss of a single currency. Tactic Multi-currency features are-

• Enter the exchange rate or automatically update the Internet.
• Choice of currency used in the purchase order.
• Choice of currency used in the supplier price.
• Show the amount in words depending on the currency used.

12. Multi-Period Recurring Billing--

 The tactic has very fast billing software in its Tactic ERP & CRM software to make the billing system easier as the user wants. This module will help to make the billing system bandwidth.

• Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet...
• Send your invoice and manage payments via e-mail.
• Follow the status of your open Invoice, list, and display all your orders.
• Analysed your billing performance using Tactic ERP & CRM Software.
• Reuse your invoices with other modules.

13. Online Invoicing--

 Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet. Depending on the modules/features you have enabled, you can also generate your invoice from your proposals (Proposal module), your orders (Order module), your contracts (Contract module) and/or interventions (Intervention module)

• Include predefined products to save you time, or enter full content manually.
• Your invoices can also be generated automatically using the recurring template invoices.
• The document of your invoice (PDF, ODT, etc.) is automatically generated and updated.
• Provide your customer a link to pay online using Pay-pal, Stripe, Pay-box, etc.

14. Opportunity Management--

 Create your quotes as well as commercial proposals and send them by email from within the application. Enter events or setup reminders in the agenda. Link any data (events, quotes, orders ...) to your opportunities, so that you can easily find all information from the past with respect to the opportunity.

• Use your opportunities for a 360-degree view.
• Define an amount and a probability for winning your opportunities.
• reuse the project to create new tasks to begin and track the project executions.
• Change the status of your opportunities into "Won" or "Lost".
• Follow your open opportunities.

15. Order Management--

 The creation of an invoice needs to go on the card of a third party, on the tab "Customer" (this requires your third party has a customer nature).

• Create Purchase Orders, Approve, Receive and Bill your Purchase Orders...
• If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses...
• Calculation of Weighted Average Price can be done automatically...
• Use the wizard to provision and stock your warehouses based on defined optimal quantities...
• Generate your Purchase Orders automatically...

16. Payment Processing--

 Depending on the payment mode, the page may prepare the payment on the remote system. If maybe API call or a redirect to another page. Then the page shows the form to enter the payment information (credit card number). The page may also choose to make a redirect to another page (on the remote system) that asks for this information.

• Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet.
• The document of your invoice (PDF, ODT, etc.) is automatically generated and updated.
• Your invoices can also be generated automatically using the recurring template invoices.

20. Project Management--

 Use the Tactic project module according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects.

• Add the predefined fields of your choice to make the data more manageable, complete, and as accurate as you need it to be...
• Make the project public or select the employees and/or partners who can participate in the project…
• Time counter of user's spent time on a particular project.
• You can also create sub-tasks and have a hierarchy of tasks.
• Enter the estimated progress of your tasks/project during the same step in which the time spent is entered.

21. 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...

23. Purchase Order Management--

 Using Tactic RP & CRM Software open customer orders and open purchase orders and automatically calculate the correct quantity to buy.

• Generate your Purchase Orders automatically.
• Create Purchase Orders, Approve, Receive and Bill your Purchase Orders.
• Receive your Products at your doorstep.
• Use the wizard to provision and stock your warehouses based on defined optimal quantities.
• Procurement Management by our free service.

26. Receipt Management--

 The receipt Management feature offers a workflow to let your employees make their expense report. The manager will receive alerts to refuse or approve the expense report. You can also follow if it has been paid or not.

• Create your shipments in one click from any order. Compare the quantity shipped with the quantity to ship...
• Your stock is updated automatically when you make a new shipment...
• Validate your expense report for approval. An E-mail is generated automatically and sent to the employee supervisor.
• As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
• Easily track your shipment with a direct link to the transporter tracking tool that is automatically filled.

29. Customer Support--

 This area can help you to get a Help support service on Tactic. Some parts of this service is available in English only, some are free and some are commercial.

• E-Mail (commercial support) to each and every customer.
• Forum and Wiki (community support).
• A list of companies can be read/edited by every user/company that needs/provide support on Tactic.
• Question answer support.
• Forum support.
• Blogging support.
• SMS support to each and every customer.

37. Expense Tracking--

 The expenses report feature offers a workflow to let your employees make their expense report. The manager will receive alerts to refuse or approve the expense report. You can also follow if it has been paid or not.

• Expense report requests.
• An E-mail is generated automatically and sent to the employee supervisor.
• Approve the expense report.
• As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
• Link expense reports to your lead/projects and retrieve them in the project overview.

52. Resource Management--

 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 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.

63. Transaction History--

• Let your employees fill in their expenses reports. A permission system tell who can and can't record such requests.
• Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.
• Follow which expense report was payed or not.
• As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
• Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics.

64. Vendor Management--

• Your vendor management system can improve your organization’s efficiencies.
• This tool is customizable and can run on shared, dedicated, or virtual systems.
• When all your vendor data is consolidated in one location, you can manage your relationships with heightened efficiency, which your suppliers will appreciate.
• As a central hub for vendor master data and record keeping, this software can reduce the duplication of data, loss of contracts, labour costs, and errors.
• Tactic offers a multi-platform suite that can be updated to the latest version.

66. Warehouse Management--

• Define a desired quantity for each product so that the replenishment tool will be able to generate supplier orders automatically to restore the stock.
• Make mass stock change, inventory or transfer in one step.
• Automatic virtual stock and easy replenishment process.
• Use both your real stock and virtual stock to make your replenishment in just a few clicks.
• Record your stock movement manually and/or configure your application to increase or decrease your stock automatically.

67. Alerts/Notifications--

• Anyone can get the dashboard alert that is called “Products: Stock Alert” to list products that are below the desired stock level.
• Tactic ERP & CRM Software can alert you or noticed you to by some products from them by email or SMS notification.
• Tactic ERP & CRM Software can gives you any special discount of any products by Email or SMS notification.
• Tactic ERP & CRM Software will alert you before proper prior time of your Hosting expire date.
• Tactic ERP & CRM Software alert you if they have any external module as well as product if they launched.

77. Cataloguing/Categorization--

• Manage your product and service catalogue.
• Define your selling and/or buying prices, and keep a history of all your changes.
• Predefined and dynamic statistical reports allow you to view graphs, charts, and tables showing you the quantity and amount of products and services offered in proposals, orders and/or invoices.
• Track the performance of your products or services.
• reuse the Variant feature to generate variant products (similar products with a different colour or size, for example).
• If you use the purchase features, the margins module may help you to review financial data and margins for each product or service.

78. Client Management--

• Set 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.
• Your customer will be able to consult and download their proposals, orders and invoices.
• Allows your customers to create and view their tickets.
• Allows consultation of validated invoices (PDF download).

80. Completion Tracking--

• Use the Tactic ERP & CRM Software according to your needs. Track Leads, Opportunities, Internal, Customer or Supplier Projects.
• Create Projects, Leads or Opportunities to your customers as well as clients.
• An Admin can define properties on your tasks like planned workload and assign specific users.
• track their progress and compare the progress with what you had initially planned.
• Get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (probable) future turnover.
• Make the project public or select the employees and/or partners who can participate in the project.