Security Management

1. Document Storage--

The efficient management of your documents is a major challenge for your organization.
Document storage allows the organization, the classification, the display, the research and the consultation, and the management of the rights of access (confidentiality) of your digital documents.
Automatically backup storage system.
Document storage backup setting weekly or monthly.
Tactic ERP & CRM Provides lost documents to its customer.
Create document folders or files automatically using Tactic ERP & CRM Software.
Auto cache set up a system to retrieve the data.

Maintain a history of your bank receipts and review them without having to leave the application.
Allow importing a file containing bank statements, then the user will be presented each line and reconcile them with Tactic elements.
Make the reconciliation of your bank account from the same menu as your bank entries.
Tactic also made automatic payment and conciliation of the bank statement.
Get alerts when the number of records not reconciled becomes too high.
Use filters to mark several line items at once as reconciled.
It allows generating your vendor invoices, taxes, VAT, social charges, payment of the loan, and payment of invoice bills from a CSV bank statement file.

If you have plenty of sales representatives in your team, then you can assign them to dedicated prospects or customers so that you can get statistics per sales representative (Sales, Margins, and Events, etc.).
Just modify the status in one click from the list view without even opening the prospect sheet.
Just enter the name of the third party and the type of the third party (prospect and/or customer) to create it in your database.
Your prospects can be converted into customers automatically when a Quote or Commercial proposal is accepted.
Attach any notes or files to your prospect/customer sheet.
Assign such contacts to any business document (commercial proposals, orders, etc.) so that the correct name will be automatically filled in on any documents which are generated automatically by the system.
List and filter your database based on any attribute, tag or status.

Contact information can be exported into a spreadsheet or another third-party application.
With self-service functionality, employees can manage their leave, request time off, and fill out their timesheets and expense reports.
Send emails to your contacts directly from the application, using predefined email templates.
Admin can import email addresses from different sources, and the software automatically discards duplicate emails.
Define the hierarchy of your employees/users.
Create your employee/user accounts.
Set a user e-mail and a nice corporate email signature.

Define an hourly rate for each of your employees.
The billing and payment feature allows users to create invoices either manually or automatically and follow up on unpaid invoices.
Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
Admin will be able to see the cost applicable for the time spent by your employees as part of the profitability of your projects.
Users can also organize content with the container architecture, create dynamic content and monitor search traffic.
Set permissions for your users or groups.
Personalize the display for each user.