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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.
• 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. 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.
• Pay the expense report.
• Export data.
• Fill your timesheet using the interface that suits your needs.
• See the impact of time spent on the project's profit.
• Analysed and Export your timesheets.
• Define different types of leaves/holidays.
• Create a leave request.
• Approve or refuse each leave request.
• Analysed and update the balance of leave/holidays.
• List and filter leave requests.
• Track leave requests and remaining leave/holidays.

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.
• Make a mass stock change, inventory, or transfer in one step.
• Create your shipments in one click from any order.
• Your stock is updated automatically.
• Purchase Orders.
• Receive your Products.
• Procurement Management.

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.
• 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...

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.
• Analysed your Ledger, balance.
• Export your ledger in the format of your choice.
• Make the reconciliation of your bank account from the same menus.
• Maintain a history of your bank receipt.

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.
• Third-party E-mailing service (Mail-Chimp, SendInBlue, Send-Grid...)
• Create the poll or survey and add the questions you want to ask.
• Ask your employees, colleagues or partners to vote.
• Read and download the poll results.

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.
• Install external modules to synchronize your ERP with your e-Commerce platform (like Presta-shop, Magento, Woo-Commerce ...), etc.
• Computer Telephony Integration (CTI).
• One Time Password (OTP) or 2-Steps Authentication.
• Integrate external RSS inside your dashboard.
• Create the Module that you want to manage.
• Define the new Objects that you want to manage.
• Activate and test your application, change source code on the fly.
• Build the package and generate documentation in one click.
• Use the wizard to export any data.
• Use the import wizard to load or update data.

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.