Difference between revisions of "TACTIC Localization"
From Tactic Wiki
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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. | |||
== Proposal Generation-- == | == 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. | ||
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* Attach any notes or files to your prospect/customer sheet. | * Attach any notes or files to your prospect/customer sheet. | ||
* Merge third parties to remove duplicate records... | * 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 | * 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... | * Just modify the status in one click from the list view without even opening the prospect sheet... | ||
* Set status and potential of your prospects. | * Set the status and potential of your prospects. | ||
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== Customer Service Analytics-- == | == 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. | ||
* Commercial Proposal management with pdf generator. | * Commercial Proposal management with pdf generator. | ||
* Standing orders management. | * Standing orders management. | ||
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== Search/Filter-- == | == Search/Filter-- == | ||
* Each and every module has | * 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. | ||
* Filter your product | * Filter your product catalog on any property of your choice. | ||
* Customer can also search or filter by Activation date or date of | * 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 those who are existing. | * 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. | * Search or filtration can also be done by search by area of application. | ||
Revision as of 08:27, 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.
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.
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...
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.
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.
