See How LionO360 Can Improve Your Business - Book A Free Demo!
See How LionO360 Can Improve Your Business - Book A Free Demo!
See How LionO360 Can Improve Your Business - Book A Free Demo!
See How LionO360 Can Improve Your Business - Book A Free Demo!
See How LionO360 Can Improve Your Business - Book A Free Demo!
See How LionO360 Can Improve Your Business - Book A Free Demo!
See How LionO360 Can Improve Your Business - Book A Free Demo!
See How LionO360 Can Improve Your Business - Book A Free Demo!
See How LionO360 Can Improve Your Business - Book A Free Demo!
See How LionO360 Can Improve Your Business - Book A Free Demo!
Saved Searches Crm
Saved SearchesSave time with easy access to most-used search filters
Locate Leads, Contacts, Tasks, and More in a Single Search Bar
Retrieve essential data to streamline workflows and boost productivity across your organization.
Create Reports
Easily generate reports from saved searches for tailored insights.
Share Reports
Effortlessly share reports with your team or clients.
Automate Reports
Schedule and automate report delivery to save time.
Prepare Reports Effortlessly
Craft specific reports tailored to your data needs and share them seamlessly across your workforce. Enable your team to make quick, informed decisions without delays. Share reports in various formats to match your organizational requirements
Take reporting to the next level with the Workspace Module for LionO360 CRM Saved Search. Build dynamic reports using workbook data, apply advanced formula filters, add calculations, and instantly view results, all in one place.
Powerful Insights with Formula-Based Fields
Utilize the ‘grouping data’ functionality and combine multiple related searches to create highly relevant reports. These can be customized for different departments, providing tailored insights to support their unique objectives and workflows.
Use formula custom fields directly in Saved Search CRM results to display calculated values for Accounts, Leads, and Opportunities. Get deeper insights without exporting data or running manual calculations.
Boost Productivity Today with LionO360 CRM
The first complete business Management software for small business with CRM, Inventory, Accounting, and much more.
Integrate Saved Searches into Automated Workflows
Combine Saved Searches with LionO360’s Workflow Automation to automate report sharing. Streamline reports via email alerts to specific team members-enhanced with built-in generative AI for personalized email content.
Faster access to high-priority records by creating custom tabs and sub-lists on Lead and Opportunity management records using Saved Search criteria. Get instantly group records based on priority, stage, region, or any custom condition, so your teams always see what matters most. It will lead to better organization and improved productivity across Leads and Opportunities.
Build Complex Searches with Nested Rules
Boost report visibility by integrating your Saved Searches into the main Reports & Analytics module. This increases accessibility and reinforces informed decision-making across every level of your organization.
Get Smart data retrieval with AI and create advanced CRM Saved Searches using nested rules and formula functions across all modules. Combine multiple conditions using AND/OR logic to get highly targeted results.
Automate Your Business with LionO360
Begin your free trial today! Complete access; No credit card required.
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