Account Management

Account ManagementManage client accounts and maintain stronger relationships

Streamline Account Management with LionO360 CRM

Manage accounts efficiently and convert more leads with LionO360 CRM. Strength customer relationship with Account Management.

Account Dashboard

Stay organized with all the account information placed altogether.

Document Management

Store and access customer-related documents securely and quickly within the account record.

Access Control

Control who can view or edit account data, ensuring data privacy and security across your team.

Make Informed Decisions

Access detailed customer information at your fingertips—from contact details to logged activities, uploaded documents, opportunities, and submitted cases. This complete view empowers you to make fast, informed decisions and seize opportunities as they arise.

Better Nurture Your Customers

LionO360’s Account Management module helps you understand where you stand with every customer. Leverage integrated data visibility and real-time status updates to identify accounts that need special attention, so you can nurture them effectively and boost your conversion rates.

Track Customer Activities

Keep a detailed record of all customer interactions; sales calls, emails, documents, cases, and more. LionO360’s account view lets you easily access and monitor every touchpoint.

Audit Reports: Optimize your account data by tracking all changes—so you always know what is new and what is updated.

Boost Productivity Today with LionO360 ERP

The first complete business Management software for small business with ERP, Inventory, Accounting, and much more.

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Improve Customer Experience

Enhance the way you serve your customers with seamless support for ticket tracking. LionO360’s cloud-based platform keeps all your data updated and accessible, whether your team is working from the office or remotely.

Mass Edit for Easy Data Management

LionO360’s Mass Edit functionality allows you to update large datasets effortlessly. Apply bulk edits and modifications using simple queries, whether manually or through rule-based logic to save time and reduce errors.

Personalize Account Details

Customize account details to fit each customer’s unique needs. With LionO360, you can:

● Log cases and create opportunities
● Manage user access and roles
● Set shipping terms, payment methods, payment terms, pricing, and credit within one platform.