Account Management

Make Informed Decisions

With LionO360 Account Management, quickly access account information from detailed customer information to logged activities, document uploads to opportunities and submitted cases. Leveraging all this information, you can make quick yet informed decisions.

Better Nurture Your Customers

Know where you stand with each customer through LionO360 CRM's Account management module. With the help of integrated data visibility and status updates of every customer, you can easily spot the accounts that need attention to be nurtured better to impact the conversion rate.

Track Customer Activities

Keep track of all your customer communications using your LionO360 account. Easily view sales calls and interactions for each account along with email conversations. You can also access and track uploaded customer documents, cases logged, and all the logged activities.

Optimize your account data using audit reports that help you track the information updated in the account module. Access both the existing and new value demonstrated at the single integrated place.

Improve Customer Experience

LionO360 CRM provides account management functionality that allows businesses to seamlessly track support tickets and deliver reliable solutions. Our cloud-based platform eliminates infrastructure hassles and ensures updated information is instantly available to all users no matter whether they are working from home or in the office.

Edit Bulk Data with Mass Edit

LionO360 is equipped with Mass Edit functionality that allows you to manage your large datasets easily and effortlessly. It enables you to quickly apply bulk edits or modifications to large datasets using a single query either using rule logic or manually.

Personalize Account Details

Personalize your customer details using LionO360 CRM’s account module. Create opportunities, log customer cases, manage user access, and more.

It also allows you to personalize and define things with your customers such as shipping terms, payment method, payment terms, pricing, and credit limit.