TACTIC Localization

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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 or legal service representative etc.).
  • Just modify the status in one click from the list view without even opening the prospect sheet...
  • Set status and potential of your prospects.


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...


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.


Search/Filter--

  • Each and every module has their default Search and filter script.
  • Customer can search by module name, author name date of publication etc.
  • Filter your product catalogue on any property of your choice.
  • Customer can also search or filter by Activation date or date of upgradation.
  • Search or filtration may be occurred by clients name as well as customer name those who are existing.
  • Search or filtration can also be done by search by area of application.