Document Management

Ensure Data Security & Reliability

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.

Instant Access to Stored Documents, Anywhere, Anytime

Access, retrieve, and share stored files or documents of your leads or opportunities among your internal teams to promote faster and seamless lead conversions.

LionO360 CRM’s document management feature ensures seamless collaboration between your sales and marketing team as everyone remains aware of every update of your prospects.

Access and Leverage Unified Information

LionO360 CRM provides you with the critical insights needed to drive your business forward. It allows having a unified view of information in the form of documents in a single place which can be accessed, shared, and leveraged further to stimulate the process.

Upload Variety of File Formats

Our system allows you to upload file formats like Word, Excel, Spreadsheets, PDFs, Screenshots, or Scanned Images. With secured cloud connections, company documents can be shared easily and safely while being easily accessible.

With LionO360 CRM, you can upload and store both your customers’ documents as well as your company’s internal files in one place. Further, these files can be edited, deleted, and shared within the organization whether using web or mobile software versions.

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 the laptop, access and protect all your important files with LionO360, a cloud-based business management solution fulfilling the growing business needs

Get Email Notification

Easily share documents with any user to be accessed and processed further in real-time. Get notified through email whenever a user shares any document with another user enabling a simplified, smoother, and connected workplace.