CRM Overview

What is LionO360 CRM?

LionO360 CRM (Customer Relationship Management) is an AI-based CRM for small businesses to streamline and automate sales, marketing, and service practices. Crafted to facilitate SMBs to connect processes, maximize their team efficiency, level up their productivity. Our CRM helps you quickly adapt to evolving business needs while reducing costs and inefficiencies.

With LionO360 cloud CRM, we equip your sales, marketing, and support team with a single unified data view to deliver customer-centric solutions impacting improved sales performance and enhanced operational efficiency. Our AI-configured Customer Relationship Management software helps you optimize continuous growth, mitigate risks, and drive business agility.

Real-time visibility across your business

Quickly identify the greatest potential for growth and scalability with AI-generated reports, custom reports, and actionable insights. Customizable dashboards help you focus on what matters to your business.

Advanced filters enable you to easily view the data needed to steer your business and manage your customer relationships.

Additionally, you can create customized views for your entire organization as per defined user roles & hierarchy to demonstrate user-specific and relevant information.

Close more deals with AI-based insights

LionO360 cloud CRM provides the flexibility to suit your business's sales process, and the capability to adapt to changing market environments.

Easily identify high-value leads through AI-based lead scoring. Similarly, know your high-value opportunities through AI-based opportunity scoring functionality.

This will help your team spend time nurturing them rather than those unlikely to close. The Opportunity pipeline identifies what stage each lead is in and makes it easier to accurately estimate upcoming sources of revenue.

Measure Performance with Goals and Forecasting

With the goals and forecasting features of LionO360 CRM, you can easily track your organization's progress. You can create either custom, revenue, or time-based goals and allow management or team leads to monitor, forecast, and track the progress of those goals across all departments.

Our CRM software for growing businesses allows you to create Sales Quotas either ‘By profit’ or ‘By revenue’. Further, which can be distributed equally as per the defined period whether monthly, quarterly, or yearly basis. This functionality in our system simplifies tracking and monitoring your sales goals.

Streamline customer relationship

Effectively manage your contacts, customer accounts, vendor contacts, and organization contacts using a single unified system promoting streamlined customer relationships.

LionO360 CRM software for growing businesses equips you to effectively manage your leads and opportunities. Here, stages can be customized as per your customized business process flow, helping reinforce your unique business requirements.

Highly secure platform

LionO360 CRM for small businesses is a highly secure and reliable platform that comes with multi-factor authentication which helps prevent unauthorized access to your system. Users are required to authenticate via Text message, Email, or Authentication app.

With a 128-bit encryption method, the LionO360 CRM system ensures sturdy security for your crucial sensitive data.

Provide seamless support to your customers

Allow your customers to raise their issues or tickets and respond to them in real-time. To ensure effective case resolution, these cases can be assigned to a specific group and associated users.

Using the built-in generative AI in CRM, customer emails can be written in a chunk of time. This will help increase the efficiency of your workforce and generate customer trust and loyalty with streamlined support and services.