Introducing Lead Management

Nurture leads and move them through the sales funnel.

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LionO360 Workflow Automation

LionO360's Workflow can be used to automate certain types of actions. When the defined criteria are matched, the defined action is triggered automatically.

Actions like creating a task for any user, sending automated emails to customers, updating any existing fields of customer's information in the CRM, or sending a text message to customers are a few examples of automated actions possible through LionO360.

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Guide Leads through the Sales Funnel - Leads Dashboard

LionO360 makes it easier to guide leads through the sales process. LionO360 allows you to set task reminders, maintain contact records, track lead activity, and optimize time spent.

With customizable lead funnel stages, bulk import/export of leads, converting qualified leads to prospects or customers becomes that much easier. With the LionO360 system, easily generate all of the lead’s information by a simple email search.

Lead Automation - Automatic prioritization & personalization of customer interactions

With LionO360's Automated Lead Management, you can define automatic workflows when a lead is created, edited, and meets your defined criteria. Users can schedule time-dependent and instant actions for leads. Sending welcome or follow up emails automatically, updating any field of a lead in the CRM, or assigning tasks is just a one-time setup and a few clicks process to create.

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Boost Productivity Today with LionO360 CRM

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

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LionO360_Customizable Stages

Customizable Stages

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.

Leads have different stages depending on where the contact is in your sales cycle. What makes this module extremely useful is that each stage is totally customizable.

Check Duplicate Leads

LionO360 makes it easier to guide leads through the sales process. LionO360 allows you to set task reminders, maintain contact records, track lead activity, and optimize time spent.

Some features include customizable lead funnel stages, bulk import/export of leads, converting qualified leads to prospects or customers, and generating all of lead information by simple email search.

LionO360_Check Duplicate Leads
LionO360_Leads Details

Leads Details

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.

View charts and graphs to analyze what is and isn’t working in your lead generation so you can improve your business and help your salespeople achieve their goals.

Customizable Stages - 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.

LionO360_Customizable Stages
LionO360_Business Card Reader

Business Card Reader

Users will now have the option to scan business cards and populate all the data from the business card to the lead field automatically.

This feature is going to greatly benefit field teams as well as those who are networking on the road or at a trade show, easily scan business cards of visitors one meets at a booth or in the field.