Connecting People for Business

Sales Automation

LionO360 sales automation tool allows you and your team to spend more time interacting with clients and leads and less time trying to stay organized.

Organize all your contacts in one cloud-based program that is team accessible. Follow prospective leads through the sales process from start to finish while also maintaining their accounts. Set goals for your team with automated reminders and identify opportunities.

Lead Management

Never lose track of a lead while guiding them through the sales process. Automated reminders and goals keep leads in front of your team members.

Contact Management

Store all your business’s contacts in one place where all team members have access. Organize your contacts by their stage in the sales process.

Account Management

Record every conversation, follow up, and meet with clients so you stay updated. All of the information about an account is in one place, so your team does not have to search for specific contacts or emails.

Territory Management

Field representatives will know where all of their clients are located in relevance to your business through visual maps, so they can take efficient routes when making sales calls.

Sales Goals and Forecasting

Set goals for your team to contact leads and make personalized visits to ensure leads are funneling through the sales process efficiently. Setting sales goals will increase productivity and eventually sales.

Read our case study to know how LionO360 was able to improve team synergy, collaboration, and sales.

Opportunity Management

Identify strong opportunities in sales leads so team members spend more time nurturing strong leads through the sales process rather than focusing on leads less likely to close.

Inventory Management

Manage purchase orders, customer product orders, and monitor all inventory in multiple warehouses. All of your invoices, bills, and accounting are in one place and connected to your client accounts. Track orders in real time, which allows you to give customers delivery updates and cut down on lost inventory.

Read our recent case study and learn how LionO360 helped to follow the sales process from start to finish with Inventory Management.

Order Management

The warehouse team will go through a four-step process when a customer makes an order to ensure the correct quantity is shipped, payment has been received, and the product arrives to the customer.

  • Quotations Management
  • Sales Order
  • Invoice
  • Receive Payments

Product Management

Keep track of all your products no matter where they are in the sales process. Update the stock quantity when vendor orders arrive in the warehouse. See the status of your product in the warehouse, whether it is out of stock or not. Manage the price of the product based on customer, quantity, and sales. Track the product when it is shipped from the warehouse to a customer, whom the product was sold to, and which warehouse it was shipped from.

Multiple Warehouse Management

See your inventory transferred from multiple warehouses and ultimately to your customer. This is ideal if field representatives carry products on the road with them and make sales. With LionO360 reps can update inventory directly from their phone. Manage the inventory in multiple warehouses using a single program and stay informed of the quantity of your product in the warehouse, as well as invoices, shipments, and purchase orders.

Vendor Management

Ensure that your warehouse is fully stocked with your product with seamless vendor management.

  • Create a Purchase Order
  • Receive the Purchase Order
  • Bill Payment

Real-Time Product Tracking

From sitting on a shelf in a warehouse to sitting on a truck waiting to be delivered to a customer, know exactly where your products are at all times.

Customer Support and Service Management

Customer satisfaction and how your business handles customer service define your product or service. LionO360 customer service ticketing system allows your team to prioritize customers where managers can assign accounts to team members, overall improving efficiency with automated agent activity.

Ticket and Case Management

Organize all tickets and cases to ensure all issues are resolved promptly with recorded notes. A representative will tend to every customer ticket or case.

Ticketing Resolutions

Resolve tickets faster by prioritizing tickets and assigning account managers to specific customers.

Agent and Account Manager Assignment

Assign one team member to a specific customer ticket so there is little confusion for resolving the customer’s issue. This team member will be an expert in the customer ticket and handle the solution effectively.

Priority Case Classification

Manage the most important customer service tickets first to ensure you keep your clients satisfied. Prioritize the ticket by the customer, issue, or however you see fit for your business.

Increase Efficiency and Automate Activity

Team members will increase their efficiency with automated activity including assigned tasks, automated reminders, and conversation tracking.

Field Service Management

Know where your sales representatives have visited with real-time tracking and check-ins. Field representatives can access the field service management software right on their phone and input notes about their visits with clients and leads. Managers can leave notes and specific questions to ask for their field service representatives to ensure their visit is productive and efficient with LionO360.

Real-Time Representative Tracking

Know which clients your field representatives have visited with real-time tracking. See where your representative has been and when they arrived.

Detailed Visit History

Field representatives can write reports right from their phone summarizing client visits with important details to ensure everyone is up to date about the positioning of the lead in the sales process.

Customized Questionnaires and Answers

Field representatives are more efficient with prepared questions to ask their lead or client. Managers can update these questions in real time while their representative is on the road.

Login History

Managers can track which field representatives have logged into the software and when with a login history. This history gives managers ease of mind knowing their team is doing their job.

Outreach Requirements and History

Set goals and requirements for field representatives and view a complete history of what representatives have accomplished. Know exactly when a goal has been met through login history and recorded conversation notes.

Konnecting Teams

Seamlessly keep your team members and different departments of your business connected with LionO360. With an automated activity stream, managers can see everything their employees have accomplished for the day. Sync calendars from third-party programs so all meetings and events are in one place. Easily assign tasks and set reminders for your team so they never fall off track. Since LionO360 has cloud hosting, every team member has access to this information.

Read our case study to know how LionO360 was able to improve team synergy, collaboration, and sales.

Activity Stream

Managers and team members can keep track of what has been accomplished through the automatically updated activity stream. See which team member contacted a certain client or lead and what they spoke about or when a product was shipped to a customer in real time.

Task Management

Assign tasks to specific team members right from the program. This is ideal if your team members travel on sales calls or work remotely. Once a task is completed, it will show up in the activity stream.


Sync third party calendar programs so your meetings and events stay organized alongside business contacts. Record notes from meetings with leads and clients directly in the customer relationship management feature.


Set reminders for yourself and your team members about upcoming meetings, follow-up calls, or set goals. This feature will ensure that tasks are accomplished and leads are nurtured through the sales process effectively.


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