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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.