Workflow Automation

Workflow AutomationAutomate recurring tasks to improve efficiency

Empower Teams to Intelligent Task Automation

Reduce manual errors and empower your workforce to focus on high-value tasks that drive growth.

Create Custom Workflows

Design time- or event-based workflows to automate tasks and improve efficiency.

Define Manual Conditions

MaSet manual triggers to run workflows at the right time.

Use Saved Searches Conditions

Leverage saved searches to define actions based on dynamic data.

Automate Processes to Increase Efficiency

Create, manage, and execute custom workflows that eliminate repetitive tasks, minimize human error, and drive productivity. Whether time-based or event-based, LionO360’s Workflow Automation empowers your team to focus on high-value activities, improve customer service, and identify new growth opportunities.

Foster Collaboration and Deeper Insights

Enhance collaboration across teams and departments by automatically assigning tasks, sending email alerts, updating fields, or creating/deleting records. LionO360’s Workflow Automation supports sending analytics data and custom reports, enabling data-driven decision-making throughout your organization.

Boost Productivity Today with LionO360 CRM

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

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Streamline End-to-End Processes

Automate workflows across sales, marketing, administration, customer service, and more. With LionO360 CRM, you can integrate modules like accounts, leads, locations, opportunities, products, and vendors into your workflows—ensuring smooth operations and timely task completion with minimal delays.