Sales Automation and Marketing

Easy to use with little to no training, LionO360 CRM lets you spend more time converting leads to Opportunity and less time watching tutorials.

LionO360 CRM provides reliable solutions to everyday business challenges. Our Sales Automation and Marketing Management capabilities let small and medium-sized businesses close more sales by ensuring continual movement through your pipeline.

The cloud-based app eliminates infrastructure hassles and ensures updated information is instantly available to all users.

Gather and Track Critical Info for Instant Insights

LionO360 CRM is your comprehensive source of all customer information and every customer interaction. From leads to orders and shipments, LionO360 CRM provides a 360° view of what is happening in your business in real time. All account info, including pending opportunities, order history, scheduled outreach, and documents, is accessible in one place. Document conversations with notes entered by your employees or via automated audio recordings.

LionO360 CRM for small business provides you the critical insights needed to drive your business forward.

LionO360_Gather and Track Critical Info for Instant Insights
LionO360_Automate Sales Processes to Drive Progress from Lead to Customer

Automate Sales Processes to Drive Progress from Lead to Customer

Keep your information organized, so you can spend more time interacting with leads and customers. Capture leads via web form or bulk import. LionO360 also automatically supplements your lead records with additional information such as title and industry, based on email address.

Integration with Microsoft Office automatically maintains email threads, enabling you to view the complete history of customer communications. Additionally, LionO360 can integrate with Mailchimp and Constant Contact to support outreach as you nurture leads and move them through the funnel.

Ensure Progress and Sales Activities with Task Management

Powerful sales process automation enables you to analyze and optimize your lead generation and sales efforts. Increase your close rate by promptly following up on inbound leads and dedicating the most time to nurturing high-value opportunities. You can set a variety of tasks, goals, and reminders for your team.

Ensure regular outreach to earn continuing revenue from existing customers. For example, when customers haven’t placed an order within the past 90 days, they can automatically be marked as “inactive” to prompt follow up. Increase productivity and drive progress through the sales funnel to close more deals faster.

LionO360_Ensure Progress and Sales Activities with Task Management
LionO360_Optimize Your Time and Customize without Coding

Optimize Your Time and Customize without Coding

Rather than being limited by rigid restrictions, LionO360 offers the flexibility needed to classify your data in ways that work for your business. You can connect multiple contact people to a single lead record, set account types to include former customers, and add multiple opportunities to an account.

You can also easily add custom account types, onsite visit questions, and customize user roles quickly with no coding whatsoever. There’s no need to wait months and spend tens of thousands of dollars for consultants to custom code the system.

With role-based access control, you can restrict users to viewing only those accounts assigned to them. You can also define view or edit permission by individual data fields.

Gain Insights with Customizable Dashboards

With LionO360 CRM, you can easily see what’s happening and make informed decisions. Customizable dashboards help you focus on what matters. Reports such as goals, forecasting, and revenue quickly identify areas with the greatest potential for growth. Filters enable you to easily view the data needed to steer your business. Additionally, you can customize the view for your entire organization to display the most important info in the most prominent location.

Our goals and forecasting feature helps you assigning goals by monnth & quarter and sales managemer can assign goals to their team members. All this can be tracked and progress can be seeing using our goals and forecasting feature of LionO360 CRM.

LionO360_Gain Insights
LionO360_Streamline Communications

Streamline Communications

You can also send messages to your entire team instantly with LionO360 “stream.” This automated activity stream facilitates communication, rather than flooding inboxes with mass email chains. Inform staff of announcements such as new promotions they should be discussing with customers. Foster a competitive spirit, build excitement, and motivate your sales reps by enabling them to announce their accomplishments in real time.

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