LionO360

Overview

LionO360 is a cloud-based and mobile CRM system that helps businesses streamline their operations through improved lead and sales pipeline management, goals and forecasts, inventory management, field agent management, and route management. It was discovered in 2015 in the United States. The language the software supports is English. Small to medium organisations may optimise this software and make customers, stock control, field service management, routing, and other processes more efficient. A cloud-based CRM called LionO360 manages customer relationships. Users of the platform may control every stage of the lead management process, from lead generation through client monitoring, source qualification, and sharing of information with sales teams. LionO360 has a client management system that enables managers to compile all company contacts into a single database and categorise them according to status. Through real-time tracking, logon history, and visual maps, its field service administration module enables managers to keep tabs on sales agents. Users of LionO360 may allocate particular representatives to support requests and prioritise them according to customers' or stakeholders' concerns. LionO360 gives managers the tools to automate activity statuses, assign tasks, create personalised reminders, and integrate team calendars throughout their whole enterprise. Additionally, it streamlines processes by integrating with several third-party programs, including Gmail, Microsoft Office 365, One Drive, Dropbox, Google Drive, and Twilio.

About LionO360

A comprehensive programme called LionO360 CRM helps sales, inventories, and customer support teams provide exceptional customer service and quicken each stage of the company process. It is the first and only cloud-based and mobile CRM system that combines route administration, customer service management, warehouse management, sales automation, and the administration of field representatives on a single platform. LionO360 CRM simplifies business operations and administration into a single, effective system with a variety of distinctive features to support business growth. Through improved lead and sales pipeline management, objectives and forecasting, inventory management, including multi-warehouse planning, field agent management, and route management, enterprises may speed up their business operations with LionO360, a cloud- and mobile-based CRM system. In lionO360 Software, there are three pricing plans: CRM, Inventory, and CRM+ Inventory. It has monthly and annual subscriptions. There are three types of core features that help software accomplish the tasks of CRM, inventory management, and field service. CRM Utilizing a 360-degree perspective and clever sales automation, cultivate customer connections. Handle purchase requests and manage your warehouse inventory with the aid of the inventory feature. Additionally, LionO360's field service assistance includes tracking, organising, and managing your field service trips. It results in more sales. Use effective sales process automation to move leads through your pipeline and raise your close rate. And gain recognition in the industry. During onsite visits, confirm critical details like the representative's location within a mile. Empower Field Representatives Software Give sales representatives access to inventory and allow them to produce and submit invoices using just a phone or tablet. & reduce Travel Time One of the few CRMs with real-time routing and scheduling can cut travel time in half. Gather Customer Insights is a programme. In order to assure adequate service and enhance operations, create questionnaires to collect information while onsite. & Save Money with Just One Tool The software will cost less money and stop using many spreadsheets, which are time-consuming and prone to mistakes. LionO360 presents all of the most important, essential consumer information on a single page with little searching. Users may automatically keep email threads thanks to a connection with Microsoft Office when using LionO360 as their central repository for all client data and interactions. With LionO360's assistance, SMBs and other big companies may automate business processes.

What Services Does the LionO360 Software Company Offer?

A variety of features are offered by LionO360 for enhanced client relationship management and inventory management. Please review the list of features provided below.

1. CRM

An intuitive, comprehensive solution, LionO360 CRM is designed to simplify the administration of corporate operations and customer connections. The complete source for all client data and communications is LionO360 CRM. LionO360 CRM offers a 360° picture of what is occurring with the User Company and sales in real time, from leads to orders to shipments. The app hosted in the cloud protects the user's data. Encrypted socket layer technology protects data, including payment and personal information. It takes care of the sales cycles, and focusing on what matters is made easier by customizable dashboards. Utilize reports on objectives, revenue, projections, and other metrics to quickly pinpoint the areas with the highest development potential. Users can access the data they need to manage through client connections and run the business with ease.

1. Inventory Management

This feature utilises a solitary, user-friendly, all-inclusive inventory management software to cut expenses. and maintain vendor contacts and inventories. Keep the items or materials in stock and simplify the purchasing procedures with user providers to ensure that they are easily accessible. It keeps track of users' purchase orders, orders placed, and supplier payments with ease. Manage the production processes and scheduling for manufacturing with ease with a single, all-encompassing platform. And to ensure that the items are produced on schedule and under budget, LionO360 ERP avoids production delays and financial mistakes.

1. Filed Service Management

 This attribute, while on location, gathers important information. Create surveys that sales representatives may complete after visiting each customer's site. Ask the representative to update the information for various contacts if necessary. This will help to ensure adequate service and gather data to enhance operations. Create numerous surveys so users may address relevant inquiries to the appropriate roles for a range of circumstances. It is simple to create statistics for the team, assess progress, and make future plans. Our contact centre module's reporting features give management strong tools for effectively managing field service activities. And handle client accounts in a way that reduces waste and keeps transportation costs under control. And this feature also identifies success factors by automatically recording the duration of each visit.

1. Account Management 

It gives a high-level view of business activity and a complete log of all activity. It has a detailed view of all customer activity. And add unique fields based on customer attributes. It allows users to easily store customer-related documents in a secure manner and manage cases at the account level.

Pros 

• LionO360 provides a free trial for users.
• LionO360 CRM is a noteworthy product that is ranked 10th overall among CRM software. It has fewer than 1,000 employees and is best suited for small- to mid-sized businesses. A small selection of platforms, including Windows and Linux-based devices, can access and deploy LionO360 CRM online.
• Constant Contact, Gmail, Mailchimp, Microsoft 365, PayPal, QuickBooks, and Twilio are among the third-party programmes that are compatible with LionO360 CRM.
•  LionO360 CRM provides training in the form of videos, webinars, live online seminars, documentation, and more.
• The software offers many development options, like Windows, Android, and iPhone.
• The following support channels are available for LionO360 CRM: chat, email, help desk, and phone support.
• "Welp Magazine names LionO360 as one of the best CRM systems for small businesses in 2019."
• The famous clients of LionO360 are Xoomtel, Net Brains, Atlantis, LunexTelecom, Incomm, and many more.
• LionO360 is cloud and mobile based CRM system.

Conclusion

The lionO360 boosts productivity with CRM and inventory management software. The programme provides capabilities to conclude transactions with operations and move leads through pipelines. With sophisticated filters, users may generate personalised views for your whole business and identify objectives and predictions. Across all areas, use time-based targets to gauge the business's development. Small and medium-sized businesses use the software. Allow the salespeople to produce and submit bills from their smartphone or tablet, as well as manage inventory. Cutting travel time in half is possible thanks to one of the few CRMs that supports real-time route management. Create surveys to guarantee high-quality service and improve operations. Spend less money and stop using several spreadsheets. Users may cultivate client connections by using intelligent sales automation and 360-degree perspectives. Automate the management of product orders and warehouse inventories. Tracking, organising, and managing field service visits is simple with LionO360. The capability users want for their personnel to deliver excellent service and inform consumers is available with LionO360.