Document Management

Document ManagementUpload and manage business documents securely

Ensure Data Accuracy with LionO360

Empower Smarter Decisions with LionO360’s powerful Document Management module, designed for growing businesses.

Data Storage

Easily store and share customer information with your internal team.

Folder Management

Organize documents using customizable folders and tags for better classification and quick retrieval.

Access Control

Assign document access levels to users based on their account.

Ensure Data Security & Reliability

Your critical business information, from payment details to personal data, is protected using encrypted socket layer technology. Share documents with your team securely over encrypted cloud connections while ensuring every client interaction is fully secure and accessible with a 360-degree view.

Anytime, Anywhere Document Access

Instantly access, retrieve, and share stored documents related to your leads and opportunities, anytime, anywhere. LionO360’s Document Management feature ensures seamless collaboration between your sales and marketing teams, keeping everyone updated on every prospect journey.

Unified Information Hub

Gain critical business insights from your centralized documents. LionO360 CRM provides a unified view of all your files and information, ensuring every team member can easily access, share, and leverage data to accelerate sales cycles and productivity.

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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Upload Any File Format

LionO360 supports a variety of file formats including Word, Excel, PDFs, screenshots, and scanned images. Store, manage, and share your customers’ documents and your own company’s internal files securely via the cloud. Edit, delete, and share files across your organization on the web or mobile.

Enjoy the flexibility of managing your documents on the go, from your smartphone or laptop, with our cloud-based business management solution is perfect for India’s dynamic, mobile workforce.

Real-Time Email Notifications

Keep your teams connected and informed. Share documents instantly with colleagues and get real-time email notifications when any file is shared or updated, ensuring seamless collaboration and a connected workplace environment.