per user / per month
per user / per month
per user / per month
Multiple Sales Channels
Leads
Contacts
Accounts
Opportunities
Forecasting / Reforecasting
Activity Tracking
Logging
Tasks
Calendar
Import / Export Leads
Custom Templates
Custom Views
Custom Stages
Email Integration
Notifications
Sales Orders
Estimates
Invoices
Customer Returns
Inventory Products
Non-Inventory Products
Service Products
Bundle / Assembly Products
Kitting
Template / Mass Sales Order
Serial Number, Lot, Expiration, Revision Tracking
Asset Management
Images Assignment
Barcode Assignment / Tracking
Product Variants
Product Categories
Units of Measure
Pick, Pack, Ship
Print Pick, Pack Slips
Shipping Carrier / Service Integration
At-a-Glance Fulfillability
Backordering / Order Splitting
Payment Terms
Shipping Methods
Shipping Terms
Sales Rep Mapping
Multi-Currency
Price Books
Custom Templates
Unlimited Channels
Real-Time Inventory Tracking
Inventory Item History
Warehouse Management
Per-Warehouse Fulfillment
Stock Management
Aisle, Rack, Level, Bin Systems
Inventory Transfers
Inventory Adjustments
Vendor Management
Purchase Orders
Purchase Order Tracking
Inventory Receipt / Check-In
Vendor Returns
Bills
Unlimited Territories
Per-User Territory Assignment
Per-Account Territory Assignment
Routes Support
Unlimited Routes
Custom Templates
Distance Tracking
Google Maps Integration
Check-In, Check-Out for Stops / Visits
Administrative Reporting for Visits
Questionnaire Support for Visits
Custom Questionnaire Creation
Questionnaire Response Aggregation and Reporting
Unlimited Goals / Quotas
Forecast / Reforecast Goals / Quotas
Set Sales, Non-Sales, Activity-Based Goals
Time-Based Goal Tracking
Goal Definition by Territory
Goal Definition by Person
Advanced Goal Reporting and Filtering
Chart of Accounts
Unlimited Cost Centers
Product and Asset Routing
Cost and Liability Routing
Real-Time Inputs from Sales / Commerce Activity
Grouping of Cost Centers
Group, Balance, Action Sorting
Transactional Detail Drill-Down
Advanced Transaction Filtering
Activity Logging for Individual Accounts
Unlimited Cases
Create, Edit, Manage Cases
Custom Stages
At-a-Glance Status Reporting
Import, Export Cases
Unlimited Channels
Associations, Categories
Custom Templates
Attachments per Case
Assignment of Users
Assignment of User Groups
Upload, Store, File Documents
Create New Folders
Share, Download Documents
Edit, Delete Documents
CRM (28)
Field Management and Goal-Tracking (15)
Inventory (14)
Finance (6)
Login and Device Statistics (4)
(Limited to Accounts)
Email-to-Lead
Email-to-Case
Lead Scoring
Saved Search
Global Search
Dashboarding
Company-Wide Stream
Configurations (All Supported Modules)
Notifications and Messaging
Profile-Specific Settings
Company-Specific Settings
User and Role Management
System Settings
Integrations Setup
Integration with eCommerce Front End (Custom)
OUR
CLIENTS
INTEGRATIONS
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The "new normal" during a COVID-19 world is driven by a businesses use of technology to be able to function and prosper. In this webinar we are speaking with LionO360’s who's mission is to empower small businesses to grow and thrive through advanced CRM technologies. LionO360 is the first and only cloud and mobile-based software as a service CRM solution that includes sales automation, warehouse/inventory management, customer service management, field representative management, and route management all in one platform. LionO360 helps companies improve operations, grow their business by converting more sales leads, and provide better support for their inside and outside sales teams.
Learn how your business can reinvent itself by using the proper technologies to manage inventory, drive sales and function effectively during these difficult times.