Tactcic Page

 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. 

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. Human Resource Management (HRM)--

 Human resource management module offers the employees a less complicated interface with a self-service functionality. The employees will be allowed to manage their leaves along with requesting time-off. The employees will be able to fill-up their time-table and expense reports accordingly. Managers will be easily able to approve leave requests, time-offs and reimbursement requests. The primary tasks that can be executed within this module are: 

• Creating employee or users account
• Providing an informative interface to the employees regarding hierarchical structure
• Defining an hourly rate for each of the employees
• Setting and updating employee email and along with corporate email signature
• Creating specific groups
• Personalizing display accordingly
• Defining job positions
• Management of leave requests and expense reports
• Publishing job requests accordingly

3. Vendor relationship management -

 Vendor relationship management module is designed for enhancing organizational experience of managing the contact information of the vendors. Additionally, this module helps in keeping a track of all the vendor requests in a well-organized manner. This module allows the users to:

• Store the contact information of the vendors
• Keeping tracks of the ongoing vendor requests and proposals along with prices
• Management of intercoms and other connected devices
• Prioritizing proposals of the vendors in accordance to their importance

4. Financial Modules--

Financial module is a single space for accounting and treasury management. This module can be referred as one of the most important criterion that offers an easy management of an organization’s financial aspects. It allows the users to: 

• Manage invoices and credit notes
• Keep a track of taxes and other important expenses
• Managing and keeping records of salary and salary dispatch
• Managing user loans
• Managing donations provided by the user
• Management of bank and loan accounts
• Management of payment and credit transfer
• Management of payment by direct debit
• Management of margins
• Keeping all the accounting records in a safe and secure platform

5. Product management--

This module is designed for providing the users with an effective product management infrastructure. It is capable of keeping all the detailed information about the products and its manufacturing orders.  With the help of the product management module it is easy to: 

• Keeping all the product details
• Keeping and managing all the service details as well
• Manage stocks
• Managing product lots by serial number, product number and sell-date
• Create product warrant by specifying product sizes and colors
• Define Bills of Material (BOM), which can be used for planning manufacturing orders
• Keeping a track of manufacturing orders

6. Project collaborative work--

This module helps in keeping all the project and collaboration related information at a single space. It helps the users in: 

• Managing all projects, leads and opportunities
• Tracking of events and agendas
• Managing resources and assets, such as printers, cars, etc.

7. Electronic content management--

This module helps the users in managing all the electronic contents, such as important and user related documents.

8. Multi-modules tools--

Multi module tools provides an easy interface of managing miscellaneous activities that can be initiated by the users. This helps the users in: 

• Creating tags regarding customers, products, suppliers and members
• Allowing users to edit and format text fields
• Using different types of currencies within documents
• Adding a RSS page for better experience
• Creating shortcuts and adding external and internal pages, which are used frequently
• Managing barcodes
• Managing workflow by creating and updating object automatically
• Importing and exporting data

9. Websites and other frontal applications--

This module helps in managing external websites within the software, it provides help in managing polls and surveys, creation of websites, managing SimplePOS, and managing TakePOS. It provides an opportunity of: 

• Creating online polls, surveys and votes, by engaging doodles, studs, RDVz etc.
• Developing websites with the assistance of a WYSIWYG editor, which is a webmaster or developer oriented CMS
• Managing point of sale SimplePOS
• Managing touchscreen POS for shops, restaurants and bars, however, this requires the connection of a touch screen POS with the user ERP

10. Interfaces with external systems--

This module establishes an engaging space including important external sources, which enhances user experience. This allows the users to: 

• Send email notification regarding any business event
• Synchronize social networking fields, such as skype, Facebook and twitter
• Manage bulk emails in an efficient and organized manner
• Record email in history of events while arranging replies automatically
• Enable tactic REST server for gaining API server
• Enable tactic SOAP server for gaining API server
• Synchronize LADP directory
• Enable OAUTH authentication
• Add external website link in form of a main menu icon
• Proceed with GeoIP Maxmind conversions
• Manage an online customer PayBox payment page
• Manage a PAYPAL customer payment page
• Manage a Stripe customer payment page
• Integrate with ClickToDial system
• Enable direct printing
• Use receipt printers, Mailman or SPIP interface, online Gravatar service, web DAV server

11. Systems--

This module helps in managing scheduled jobs and managing an unalterable log for business events. In terms of unalterable logs, Tactic provides a read-only table that need to be exported.