contacts-management
Introducing Contacts 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.
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How can LionO360 help you?
Sales Forecasting
Assign goals to sales managers
Prospect Tracking
Easy to use interface to interact with prospects.
Sales Pipeline
Give customers the attention they deserve with automated customer service.
Activity Logging
Real-time communications data
Email Integrations
Integration with many third-party applications
Call and Visits Logging
Agent and management activity visibility
Set and monitor goals
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.
Organized Prospect Tracking
LionO360 keeps your client and leads information organized, allowing you to spend more time interacting with them. Put leads through our customizable lead funnel stages, making it easier to forecast new opportunities and upsell former and existing customers.
Pipeline management
Create, update and manage all your opportunities and sales pipeline with ease.
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.
Boost Productivity Today with LionO360 CRM
The first complete business management software for small business with CRM, Inventory, Accounting, and much more. Contact management just got a whole lot easier.
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Email integrations
Integration with Microsoft Office automatically maintains email threads, enabling you to view the complete history of customer communications. Additionally, LionO360’s integrations with UPS, FedEx, and the USPS enable you to connect and view the status of shipments to customers.
Task Management
Assign tasks to specific team members right from the program. This feature 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.
Reminders
Set reminders for you and your team about upcoming meetings, follow-up calls, and goals. This feature will ensure that tasks are accomplished and leads are nurtured through the sales process effectively.
Calendars
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.
Clients
Integrations
