TACTIC Localization

 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.

1. 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.

2. 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...

3. 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.

4. 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.

6. 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.
• Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.
• Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics.