Introducing Document Management

End-to-End Documentation in an easy-to-use complete management system. Document and store data files securely within the system.

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The Ultimate Small Business Management Platform

How can LionO360 help you?

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File Share

View production and sales data and share them internally.

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Data Storage

Large storage database for contact lists and internal documents.

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Change History

View activity changes and log the date/time.

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Secured Connections

Encrypted socket protection.

Document Management CRM

The cloud-based app keeps your data secure.

Information such as payment and personal information is secured by encrypted socket layer technology. Share reports with your team, over encrypted cloud-connections, and more accurately interact with your clients with a 360-degree view.

CRM and Document Management Software

Instant access to your data, anywhere, anytime.

Deliver a more personalized experience to your clients with 360 data management. You can also customize charts and dashboards as well as the view for your entire organization to display the most important info in the most prominent location.

All in one place

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

CRM Document Automation

Boost Productivity Today with LionO360 CRM

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

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Dynamics CRM Document Management

Attach documents

Attach files, notes, PDFs, and other important company materials directly into the system. With secured cloud connections, company documents can be shared easily and safely while being easily accessible. With a 360-degree view of company interactions and supporting business documents, LionO360 allows for complete sales and business management from anywhere in the world. While on a mobile device, or on the computer, access and protect all your important files with LionO360, a world-class solution for small business.