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.

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.

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 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.