Products / CRM / Features / Document Management
View production and sales data and share them internally.
Large storage database for contact lists and internal documents.
View activity changes and log the date/time.
LionO360 CRM is equipped with encrypted socket protection to ensure optimal data security.
Information such as payment and personal information is secured by encrypted socket layer technology. Share reports with your team, over encrypted cloud-connections, and more accurately interact with your clients with a 360-degree view.
Deliver a more personalized experience to your clients with 360 data management. You can also customize charts and dashboards as well as the view for your entire organization to display the most important info in the most prominent location.
LionO360 CRM for small businesses provides you with the critical insights needed to drive your business forward. All account info, including pending opportunities, order history, scheduled outreach, and documents, is accessible in one place. Document conversations with notes entered by your employees or via automated audio recordings.
The first complete business management software for small business with CRM, Inventory, Accounting, and much more. Document management just got a whole lot easier.
Attach files, notes, PDFs, and other important company materials directly into the system. With secured cloud connections, company documents can be shared easily and safely while being easily accessible.
With a 360-degree view of company interactions and supporting business documents, LionO360 allows for complete sales and business management from anywhere in the world. While on a mobile device, or on the computer, access and protect all your important files with LionO360, a world-class solution for small business.
Begin your free trial today! Complete access; No credit card required.