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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 the 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 the 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 a Contract with subscribed services.
• Follow and manage your contacts 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 catalogs, 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 catalog.
• 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 a 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.

4. CMS, Website, E-Commerce, POS--

 Users can create their own website with this module. Tactic provides website templates, but users have the option to create their own from scratch with the website editor.

• Create your website.
• Use the container/page architecture to organize content.
• Test your website with no need for any external web server.
• Include dynamic content on your website.
• Serve your website with your own servers like Apache or Nginx.
• If you use an external e-Commerce solution.
• If you use the embedded e-Commerce solution.
• A touchscreen P-O-S.
• Manage Bars and Restaurants.
• Display a QR-Code in your bar or restaurant, so your customers can access an interface for contactless, self-order.
• Automatic Stock update.
• Make the cash fence of the day...

5. Finance & Billing--

 Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data and export the ledger into their financial system.

• Create your Invoices.
• Send your invoice and manage payments.
• Follow the status of your open Invoices.
• Analysed your billing performance.
• Reuse your invoices with other modules.
• Setup your chart of accounts and your accounting number.
• Validate the accounting number before they are added to your Ledger.
• Analysed your Ledger, balance.
• Export your ledger in the format of your choice.
• Make the reconciliation of your bank account from the same menus.
• Maintain a history of your bank receipt.

6. Marketing--

 Marketers can create email campaigns with either the WYSIWYG editor or the HTML editor. They can import email addresses from different sources, and the software automatically discards duplicate emails.

• Create your Emailing content with a friendly editor.
• Select your recipients from your existing data.
• Test your campaign in one click.
• Send your emailing campaign.
• Duplicate your campaign to quickly restart it later.
• Third-party E-mailing service (Mail-Chimp, SendInBlue, Send-Grid...)
• Create the poll or survey and add the questions you want to ask.
• Ask your employees, colleagues or partners to vote.
• Read and download the poll results.

7. Integration, Development--

 Integrate your ERP with any other application using Tactic's APIs, Triggers, and Hooks

• Extract any data or insert, update, or delete records using our new REST APIs.
• Triggers and Hooks.
• Use your own LDAP server so your users will share the same password.
• Use the Payment modules (for example, PayPal, Stripe, PayBox...).
• Define the SMTP properties of your SMTP email hosting provider.
• Integrate Google services like Google Maps, Google Contacts, etc.
• Install external modules to synchronize your ERP with your e-Commerce platform (like Presta-shop, Magento, Woo-Commerce ...), etc.
• Computer Telephony Integration (CTI).
• One Time Password (OTP) or 2-Steps Authentication.
• Integrate external RSS inside your dashboard.
• Create the Module that you want to manage.
• Define the new Objects that you want to manage.
• Activate and test your application, change source code on the fly.
• Build the package and generate documentation in one click.
• Use the wizard to export any data.
• Use the import wizard to load or update data.

8. Productivity--

 The productivity module has a projects feature where users can manage projects and tasks. It integrates with the timesheet feature, enabling users to see the time spent on each task.

• Create Projects, Leads, or Opportunities.
• Define who can view or edit the project.
• You can also create sub-tasks.
• Record the time spent on Projects/Tasks.
• Follow your project or tasks.
• Project overview.
• Manually create events in the past or future.
• Setup module to define the events which need to be recorded automatically.
• View events in different agenda views.

9. Marketing Automation--

 Tactic supports a point of sale interface for restaurants, traditional shops, and bars. The drag-and-drop interface helps users define tables, floors, and rooms. Invoices and orders can be assigned to a table, and it supports automatic stock updates and a touchscreen POS.

• Tactic supports a point of sale interface for restaurants, traditional shops, and bars...
• Tactic can set up accounts and dispatch data like salaries, products, expense reports, purchases, and sales in ledger tables...
• It allows users to integrate their ERP with other applications using hooks, triggers, or APIs...
• Tactic offers numerous ways to enter details into timesheets, like a week, day, or month grid. ..
• One of its most unique features is its marketplace for extensible applications that help match the scale of users’ growth.
• Tactic helps users manage supplier and customer orders.
• Tactic allows users to define expense types in dictionaries for accurate statistics.
• This feature helps users detect typing errors or missing details during payment recording.
• Users can create invoices, down payments, and credit notes from scratch.

10. Mobile Access--

 Your CRM (or Customer Relationship Management) system plays an important role in the functions of your business. Allowing it to be used from a Smartphone has significant benefits for your organization.

• The menu is managed by native applications.
• Integration with your phone or other applications is better through Tactic ERP & CRM Software.
• Upgrading Tactic ERP & CRM will not break its features.
• Tactic ERM & CRM use embedded image resources to reduce bandwidth.
• Tactic ERP & CRM Software uses internal cache for pages that should not change your original data.
• Edit PDF of quotes, invoices, orders, delivery notes, and interventions...
• Secure access via the mobile application to your Tactic intranet.
• Meeting with Clients.
• Sales and Productivity.
• Documentation and Processing on a single click.

11. Multi-Currency--

 The tactic has a unique multi-currency solution in its Tactic ERP & CRM Software which can be used anywhere around the World without loss of a single currency. Tactic Multi-currency features are-

• Enter the exchange rate or automatically update the Internet.
• Choice of currency used in the purchase order.
• Choice of currency used in the supplier price.
• Show the amount in words depending on the currency used.
• Maintain the integrity of the banks as the primary currency is entered to record the purchase.

12. Multi-Period Recurring Billing--

 The tactic has very fast billing software in its Tactic ERP & CRM software to make the billing system easier as the user wants. This module will help to make the billing system bandwidth.

• Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet...
• Send your invoice and manage payments via e-mail.
• Follow the status of your open Invoice, list, and display all your orders.
• Analysed your billing performance using Tactic ERP & CRM Software.
• Reuse your invoices with other modules.
• Export your Invoices and payments with the Export module to reuse them with external tools.

13. Online Invoicing--

 Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet. Depending on the modules/features you have enabled, you can also generate your invoice from your proposals (Proposal module), your orders (Order module), your contracts (Contract module) and/or interventions (Intervention module)

• Include predefined products to save you time, or enter full content manually.
• Your invoices can also be generated automatically using the recurring template invoices.
• The document of your invoice (PDF, ODT, etc.) is automatically generated and updated.
• Provide your customer a link to pay online using Pay-pal, Stripe, Pay-box, etc.
• Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
• Existing BI suite directly to the open database for Big Data analysis.
• get reminded about all your unpaid invoices.

14. Opportunity Management--

 Create your quotes as well as commercial proposals and send them by email from within the application. Enter events or set up reminders in the agenda. Link any data (events, quotes, orders ...) to your opportunities, so that you can easily find all information from the past with respect to the opportunity.

• Use your opportunities for a 360-degree view.
• Define an amount and a probability for winning your opportunities.
• reuse the project to create new tasks to begin and track the project executions.
• Change the status of your opportunities into "Won" or "Lost".
• Follow your open opportunities.
• Analysed your performance.
• Use the predefined statistics pages to get useful information about your company or about the performance of your sales representatives.
• Like any other data, export your Opportunities with the Export module, so you can reuse them with third-party tools...

15. Order Management--

 The creation of an invoice needs to go on the card of a third party, on the tab "Customer" (this requires your third party has a customer nature).

• Create Purchase Orders, Approve, Receive and Bill your Purchase Orders...
• If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses...
• Calculation of Weighted Average Price can be done automatically...
• Use the wizard to provision and stock your warehouses based on defined optimal quantities...
• Generate your Purchase Orders automatically...
• Take into consideration, open customer orders and open purchase orders and automatically calculate the correct quantity to buy. ..
• Grant users and groups permissions on the workflows.

16. Order Tracking--

 Manage your commercial re-launch and its piloting through this module: orders to re-launch, re-launch monitoring ... Do not miss out on customers!

• Generate one or several invoices from customer orders when they are at status "validated" or "delivered".
• You can also define order as "Delivered" (change status to "Delivered") when you want...
• There are multiple numbers of a switch on Tactic ERP & CRM Software Alsoft provides as If you click on "Classify billed" and "Classify Delivered", this switch status to "Processed" and order will disappear from the menu "Orders delivered". It should be visible in "Orders processed".
• Knowing at every time the processing of a customer order, optimizing access to the stock.
• controlling the parcels content, editing documents and labels informing customers are the daily work of people in charge of processing customer orders..
• From the acceptance of an order to its delivery to the customer, you can follow every step of this important process directly from your Tactic screens.
• Parcel tracking Follow the route to the recipient directly from the dedicated follow-up page.

17. Payment Processing--

 Depending on the payment mode, the page may prepare the payment on the remote system. It may be an API call or a redirect to another page. Then the page shows the form to enter the payment information (credit card number). The page may also choose to make a redirect to another page (on the remote system) that asks for this information.

• Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet.
• The document of your invoice (PDF, ODT, etc.) is automatically generated and updated.
• Your invoices can also be generated automatically using the recurring template invoices.
• Close your invoice by automatically changing it to the paid status once the bank has processed your SEPA file.
• Follow the status of your open Invoices.

18. Pricing Management--

 Uses the same programming language that Word-press, Drupal, Prestashop. Very easy to install in most common hosting. Good and open community. Free licence GPL...

• Price and ease of use and its support is any online payment system software as a user have.
• Faster response on payment.
• Mail notification on payment
• SMS notification is also done in Tactic ERP & CRM Software.
• Online payment mode recovery free of cost.

19. Project Billing--

 Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data and export the ledger into their financial system.

• Follow the status of your open Invoices.
• Analysed your billing performance.
• Reuse your invoices with other modules.
• Setup your chart of accounts and your accounting number.
• Validate the accounting number before they are added to your Ledger.
• Analysed your Ledger, balance.
• Export your ledger in the format of your choice.
• Make the reconciliation of your bank account from the same menu.
• Maintain a history of your bank receipts.
• Follow the status of your open Invoices, list, and display all your orders.
• Analysed your billing performance using Tactic ERP & CRM Software.
• Reuse your invoices with other modules.
• Export your Invoices and payments with the Export module to reuse them with external tools.

20. Project Management--

 Use the Tactic project module according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects.

• Add the predefined fields of your choice to make the data more manageable, complete, and as accurate as you need it to be...
• Make the project public or select the employees and/or partners who can participate in the project…
• Time counter of user's spent time on a particular project.
• You can also create sub-tasks and have a hierarchy of tasks.
• Enter the estimated progress of your tasks/project during the same step in which the time spent is entered.
• If an hourly rate is set in your user card, then a cost for the time spent will also be automatically calculated and reported.

21. 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.

22. Prospecting Tools--

 These are the recommended tools but any tool compliant with PHP, MySQL, and Web standards can be used.

• An AMP server.
• Web-browser (Chrome / Firefox) + plugins.
• Squirrel-SQL or D-Beaver
• Install plugin Eclipse for PHP: PDT.
• Setup Eclipse to get sources.
• Install Pre-commit git hook.

23. Purchase Order Management--

 Using Tactic RP & CRM Software open customer orders and open purchase orders and automatically calculate the correct quantity to buy.

• Generate your Purchase Orders automatically.
• Create Purchase Orders, Approve, Receive and Bill your Purchase Orders.
• Receive your Products at your doorstep.
• Use the wizard to provision and stock your warehouses based on defined optimal quantities.
• Procurement Management by our free service.
• Calculation of Weighted Average Price can be done automatically.

24. Purchasing & Receiving--

• Mail notification on payment of any purchase.
• SMS notification is also done in Tactic ERP & CRM Software.
• Online payment mode recovery free of cost.
• get the product at your doorstep.
• Track your product from order confirmation to get the product.
• Cancel your order at any time etc.

25. 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...

26. Receipt Management--

 The receipt Management 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.

• Create your shipments in one click from any order. Compare the quantity shipped with the quantity to ship...
• Your stock is updated automatically when you make a new shipment...
• Validate your expense report for approval. An E-mail is generated automatically and sent to the employee supervisor.
• As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
• Easily track your shipment with a direct link to the transporter tracking tool that is automatically filled.
• Join any files (proof of purchase, receipts, bills ...) to the expense report.