Role Based Access Control

Depending on your role in the organization, view relevant information and account data which is assigned to you.

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The Ultimate Small Business Management Platform

How can LionO360 help you?

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Everyone on your team has access to centralized data and easy to use software

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Define and restrict access to certain accounts depending on responsibility and job title.

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Easily define and allocate team members to specific departments.

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User Groups

Create customizable groups and make groupings visible to the whole company.

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Dynamic Dashboards

Sales representatives have access to critical sales reports for their teams.

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Activity Stream

Communicate to the whole team through the web or on a mobile device.

Role Based Access Control – LionO360 CRM

Seamlessly keep your team members and different departments of your business connected with LionO360.

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. 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.

LionO360_LionO360 has the flexibility to easily adapt to your business.

LionO360 has the flexibility to easily adapt to your business.

There is no need to wait months and spend tens of thousands of dollars for consultants to custom code the system. Adding custom account types, onsite visit questions, and customizing user roles is quick and simple, and requires no coding whatsoever. Rather than managing multiple programs, all of your business’s information is in one place and accessible by everyone.

Task Management

In order to make sure your team is accomplishing sales goals; visibility is crucial for performance 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. All communications between sales representatives and clients will be visible in the CRM. Field reps can also leave comments or notes on site, and actively document business interactions while servicing a client.

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Boost Productivity Today with LionO360 CRM

The first complete business management software for small business with CRM, Inventory, Field Service, Accounting, and more.
Managing your team just became a whole lot easier with role-based access control.

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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 specific client or lead and what they spoke about or when a product was shipped to a customer in real time.

An easy to use, Cloud-Based Platform

Real-time updates keep all team members in the loop. Whether it is sending out reminders to remote employees, announcing a sale, or tending to a customer ticket, your team members will be aware of everything happening. Your team doesn’t have to spend hours in training meetings to learn how to use LionO360. The platform is straightforward and completely customizable for your business’s needs.

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Reminders and 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. 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.

Increase Profitability and Productivity with an Affordable System

LionO360 is an affordable option compared to other automated solutions while offering services for multiple aspects of your business. The lowest plan offers important and basic services all businesses require. When your business implements LionO360, profitability and productivity will increase because your team members will focus more on their goals rather than inputting data for hours.

LionO360_Increase Profitability and Productivity with an Affordable System