1st Quarter:
Prospect, Customer, and Ex-Customer Color Code Visibility:
A visibility feature that categorizes existing accounts into three distinct types; Prospect, Customer, and Ex-Customer.
Warehouse Listing:
List out multiple warehouses. Pull product reports by warehouse, transfer inventory from one warehouse to another, and perform inventory adjustments.
Business Card Scanner:
Easily enter and scan business card information directly into the system and enter client information automatically.
2nd Quarter:
Expansion of Goals Feature:
Goals can now be revenue, non revenue and custom goals. Revenue goals can be tied to opportunities or quotation.
Lead management:
Check in and check out feature, visit history reports.
2-way Quickbooks Integration(Desktop and Online versions):
Pull inventory data and send financial information through our 2-way integration with Quickbooks online and desktop versions.
3rd Quarter:
Inventory Configuration:
Customize products or services by attribute. Configure inventory items, services, or assembly parts by unique characteristics.
Serial Number Inquiry:
Easily add products by serial numbers. Track and measure products automatically and track and scan serial numbers individually or by the bundle.
Updated Reports Section:
A brand new reports portal giving an ever growing list of reports for every aspect of your business.
Manufacturing Module:
A new manufacturing module complete with inventory assembly, bill of material and work order capabilities including sub-assembly & scrap factor
4th Quarter:
Invoice Template:
Easily customize your invoice per your requirements. Header, address, details, edit, and select the sections in the invoice template. Added a new pop-up menu in the invoices section of recent transactions from customers.
Workflow Feature:
LionO360's workflow can be used to automate certain types of actions like creating a task for any user, sending automated emails to customers.
Improved Activity Page:
A critical redesign and a newly added beta version activity page, freely showing customer interactions in a smooth chronological dropdown section.
2 way email capabilities:
The expansion of the email capabilities including receiving replies to emails sent from CRM, and the integration with GMail.
Mobile enhancements:
Add new accounts from the mobile app, streamlined sales ordering process, easier search for products, and see top 5 selling products available automatically.
Additionally, we have integrated the system with some of the most popular 3rd party service providers such as: Quickbooks, Paypal, Ring Central, G-Mail, Twilio, Card Connect, METRC.
As you can see, we were hard at work to bring our customers must-have tools and functionality within their budget. Learn more about how LionO360 can help your business today by scheduling a no obligation free consultation and demonstration of our award winning software.
