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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. Primary features include sales management, human resource management, product, and stock management, financial management, billing, marketing management, and reporting, etc. Tactic includes a REST API that allows users to integrate with third-party applications. Some of these include PayPal, Stripe, PayBox, Google Maps, Google Contacts, Google Calendar, Magento, Woo-Commerce, and more. It is compatible with Windows, Linux, and Mac operating systems.

1. CRM and Sales –

 This module stores all contact information within a database, so sales repository can manage their pipelines, create quotes and process the orders. Contact information can be exported into a spreadsheet or another third-party application.

• Create your prospects or customers.
• Create alternative contacts/addresses.
• Set 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.
• Use your opportunities for a 360 degree view.
• Follow your open opportunities.
• Analysed your performance.
• Create tickets automatically from emails.
• Follow and answer tickets
• A portal for your partner or customers to report tickets or issues.
• Create Contract with subscribed services.
• Follow and manage your contracts and services.
• Convert your customer contract into one-time invoices or recurring invoices.
• Create your Quote or Commercial Proposal.
• Analysed your performance.
• Process your commercial proposal.
• Follow the status of your commercial proposals.
• Create your Order.
• Process your Order.
• Follow the status of your open Orders.
• Analysed your sales or delivery performance.

2. Human Relationship Management (HR)-

With self-service functionality, employees can manage their leave, request time off and fill out their timesheets and expense reports. Managers can approve time-off and expense reimbursement requests.

• Create your employee/user accounts.
• Define the hierarchy of your employees/users.
• Define an hourly rate for each of your employees.
• Set a user e-mail and a nice corporate email signature.
• Set permissions for your users or groups.
• Personalize the display for each user.
• Leave requests, expenses reports, and timesheets.
• Define Job positions.
• Publish your open job positions.
• Manage the recruitment process.
• Record applications automatically with the Email Collector.
• Expense report requests.
• Validate and send e-mail for approval.
• Approve the expense report.
• Pay the expense report.
• Export data.
• Fill your timesheet using the interface that suits your needs.
• See the impact of time spent on the project's profit.
• Analysed and Export your timesheets.
• Define different types of leaves/holidays.
• Create a leave request.
• Approve or refuse each leave request.
• Analysed and update the balance of leave/holidays.
• List and filter leave requests.
• Track leave requests and remaining leave/holidays.

3. Product & Stock--

Users can manage their product and service catalogues, including the price and quantity of each item. They can also track the stock from each warehouse location. Other features are procurement management, shipment tracking, serial/lot management and materials resource planning.

• Manage your product and service catalogue.
• Manage your selling and buying prices.
• Track the performance of your products or services.
• Manage Margins.
• Manage BOMs (Bills Of Materials).
• Manufacturing Orders.
• Lots and Serial Management.
• Manage Warehouses.
• Manage Stock Movements.
• Automatic virtual stock and easy replenishment process.
• Make mass stock change, inventory or transfer in one step.
• Create your shipments in one click from any order.
• Your stock is updated automatically.
• Purchase Orders.
• Receive your Products.
• Procurement Management.