Introducing Accounts Management

LionO360 CRM provides a 360° view of what is happening in your business in real-time

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The Ultimate Small Business Management Platform

How can LionO360 help you?

Accounts Dashboard

High-level view of business activity

Full Business Clarity

Complete log of all activity

Accounts Activity

Detailed view of all customer account activity

Customize Accounts

Add unique fields based on customer attributes

Case Management

Manage and log cases at the account level

Document Management

Easily store customer-related documents securely

Quick access to the information you need - Gain insights with dashboards.

Make smarter decisions faster - through visually rich and dynamic dashboards.

Complete with a variety of useful dashboards to help your organization stay on top of KPIs to help gauge the health of your sales cycle from the moment a lead is generated to the point of a won opportunity.

True business relationship management:

Know where you stand with any particular customer, with full visibility into the business relationships with that account. Easily spot the accounts that need attention with a color-coding system based on sales activity.

Understand customer relationships through detailed activity logs:

Keep track of all your communications in one easy to find place. View inbound and outbound calls, and interactions from the account, along with email conversations and field visit locations. Quickly get up to date with account activity information in the activity section.

Boost Productivity Today with LionO360 CRM

The first complete business management software for small businesses with CRM, Inventory, Accounting, and much more. Accounts management just got a whole lot easier.

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Customize access and visibility

By viewing an account record, you can see the flow of activities in real-time, such as when they were last contacted, orders placed, and when products were shipped.

Adding custom account types, onsite visit questions, and customizing user roles is quick and simple and requires no coding whatsoever.

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.

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.

Track support tickets, analyze feedback and meet your customers’ needs – before your competitors do.

LionO360 Customer Service Management provides the functionality small and medium sized businesses need to track support tickets and deliver excellent service. The cloud-based app eliminates infrastructure hassles and ensures updated info is instantly available to all users no matter if they are working from home or in the office.

Record every conversation, follow up, and meet with clients.

All account information is in one place, 360° view of account details, ability to filter accounts by name, state, email, and much more, maintain customer documents in one place.