What is LionO360 CRM?

LionO360 CRM (Customer Relationship Management) is a business-empowering AI-based solution to streamline and automate sales, marketing, and service practices. Crafted to facilitate SMBs to connect their businesses, maximize their team efficiency, level up their productivity, and quickly adapt to evolving business needs while reducing costs and inefficiencies.

With LionO360 cloud CRM, we equip your sales, marketing, and support team with a single unified data view to deliver customer-centric solutions impacting improved sales performance and enhanced operational efficiency. Our AI-configured Customer Relationship Management platform helps you optimize continuous growth, mitigate risks, and drive business agility.

Increased Visibility With 360° View

LionO360 CRM is your comprehensive source of all customer information and every customer interaction. From leads to sales orders to shipments, LionO360 CRM provides a 360° view of what is happening with your business and in the sales pipeline in real-time. Our cloud-based app keeps your data secure. Information such as payment and personal information is secured by encrypted socket layer technology.

Nurture and Manage Your Sales Cycles

Customizable dashboards help you focus on what matters. Quickly identify the greatest potential for growth and scalability with AI-generated reports and actionable insights. Advanced filters enable you to easily view the data needed to steer your business and manage your customer relationships. Additionally, you can create customized views for your entire organization as per defined user roles & hierarchy to demonstrate user-specific and relevant information.

Customize and Create Unique Stages for Opportunities

LionO360 CRM provides the flexibility to suit your business's sales process, and the capability to adapt to changing market environments. Easily identify high-value lead opportunities through AI-based lead scoring as well as get to know your opportunities through automated opportunity scoring functionality.

This will help your team spend time nurturing them rather than those unlikely to close. The Opportunity pipeline identifies what stage each lead is in and makes it easier to accurately estimate upcoming sources of revenue.

Measure Performance with Goals and Forecasting

With the goals and forecasting features of LionO360 CRM, you can easily track your organization's progress. You can create either custom, revenue, or time-based goals and allow management or team leads to monitor, forecast, and track the progress of those goals across all departments.

Our software allows you to create Sales Quotas either ‘By profit’ or ‘By revenue’ which can be distributed equally as per the defined period whether monthly, quarterly, or yearly basis. This functionality in our system simplifies tracking and monitoring your sales goals.