Next-Level CRM: Workspace Management Now Available in LionOBytes

Highlights

• Switch between table and visual boards for more flexible and versatile workflows.
• The drag-and-drop feature enables you to update large amounts of organized data quickly.
• A visual, step-based filter takes the pain out of working with data and increases speed and navigation flow.
• Move, copy, or duplicate rows across workbooks with intelligent field mapping.
• Bulk delete capabilities make data cleanup faster and more efficient.

Transformative Use Cases

• Sales Teams: Visualize lead pipelines in Kanban view and monitor performance with real-time charts.
• Operations: Manage cross-functional projects by moving tasks between workbooks and departments.
• Data Managers: Clean up outdated records with bulk and filtered deletions.
• CRM Users: Enrich CRM data by converting worksheet entries into actionable records without manual re-entry.

Why It Matters

LionO360's Workspace Management capability is a revolutionary tool for organizations looking to gain additional agility, visibility, and control over their CRM data. It combines powerful visualization tools with advanced CRM integrations, enabling teams to work smarter, faster, and in a more collaborative environment.

About LionOBytes

LionOBytes is the leading software provider of cloud-based CRM, ERP & FSM. The company streamlines business operations and improves customer relations. For small and mid-sized businesses, it drives growth by spanning sales, inventory, field service, and now advanced workspace management. LionOBytes continues to innovate for modern business.

Visit https://www.lionobytes.com, or follow @LionOBytes - LionO360 CRM, FSM & ERP on LinkedIn and Facebook.