Prospect, Customer, and Ex-Customer Color Code Visibility:
A visibility feature that categorizes existing accounts into three distinct types; Prospect, Customer, and Ex-Customer.
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.
Expansion of Goals Feature:
Goals can now be revenue, non revenue and custom goals. Revenue goals can be tied to opportunities or quotation.
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.
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.
A new manufacturing module complete with inventory assembly, bill of material and work order capabilities including sub-assembly & scrap factor
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.
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.
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.