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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.

ABOUT TACTIC ERP & CRM What is tactic? Tactic is a cloud-based, paid software that provides Enterprise Resource Planning (ERP) solution. This CRM software is suitable for being used by the small and medium sized enterprises, non-profit organizations and freelancing units. Tactic provides diverse services regarding the organizational needs. Primary features of Tactic includes sales management, human resource management, financial management, employee management and etc. Tactic includes a REST API that allows users to integrate with third-party applications. Why Tactic is beneficial? Primary goal of Tactic is to provide the small and medium sized organizations with a premium experience of enterprise solution. Additionally, the software also aims at reducing the complexity of using an ERP and CRM software. It provides the users with an easier interface of downloading, installing and developing. Therefore, Tactic is • Easy to download • Easy to install • Easy to develop • Easy to upgrade The primary modules of Tactic are • CRM and Sales • Human Resource Management (HRM) • Vendor Relationship management (VRM) • Financial Modules • Product Management • Project/Collaborative works • Electronic Content management • Multi-module Tools • Websites and other frontal applications • Interfaces with external systems • System

1. CRM and Sales –

 CRM and sales module is capable of managing contacts and subscription related information within one single database. This provides a better opportunity for managing sales pipelines, quotes creation and order process. The contact and order information can be easily exported into a spreadsheet of any third-party application. Tactic will provide the users with an opportunity of 

• Creating prospects or customers • Prioritizing important proposals • Creating and converting commercial quotes • Setting interventions • Analyze performance • Creating tickets automatically from emails • Following and answering tickets • Processing orders • Tracking shipments • Converting customers’ contact information into a invoices and recurring invoices • Analyzing sales and delivery performance

2. 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...

3. 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.

4. Employee Management--

• Create your employee/user accounts in our Tactic ERP & CRM Software.
• Many other options and data can be set, such as job position, gender, notes, attaching external files, status, etc.
• Creating a user only requires saving a name, a login name, and a password.
• Define an hourly rate for each employee, so that if they use the timesheet feature, their time spent will be converted into a value in your currency.
• Set a user e-mail and a nice corporate email signature.
• Tactic also handle employee bio-metric signature to maintain them.
• Project-wise task hour management of any employee.

5. Customer Database--

• Display the list of records of the selected table.
• Display the list of tables of the current Tactic database
• Create one or several alternative addresses for each of your prospects or customers
• Admin can set a contact status and a potential to your prospect. You can define the different prospect potentials/levels according to your business needs.
• Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
• Add / Edit / Delete records (submitted directly to the database).
• Merge third parties to remove duplicate records.