Tactic Clients Support

1. Client Management--

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.
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).

This module adds a public interface on which you can grant access to your customers.
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).
Allows consultation of validated quotes (PDF download).
Allows viewing of shipments (PDF download).
Allows viewing of validated orders (PDF download).

The Approval process of Tactic ERP & CRM Software is done by E-mail as well as SMS confirmation.
If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses.
Approval process done with a few clicks to confirmation of the customers...
Tactic ERP & CRM Software has an online free payment gateway to gives its customers a good approval process experience.
Admin can automate some steps in the Workflow module,
Use the wizard to provision and stock your warehouses based on defined optimal quantities.

Tactic ERP & CRM Software has its auto-calculated tax system.
Tactic ERP & CRM Software calculates two types of taxes, one is Centre Tax called CGST and another one is state tax called SGST.
Tactic ERP & CRM Software has automatic round amount up to 4 digits tax calculation features.
In some countries, 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 countries, both methods are possible. In this case, just use method 1 that will be more accurate for accounting...
Tactic has the feature for some countries may apply two or 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 your country.

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.
Add the predefined fields of your choice to make the data more manageable, complete, and as accurate as you need it to be.