LionO360 Cloud CRM
The AI-powered LionO360 CRM is designed to streamline your business by optimizing continuous growth, mitigating risks, and enhancing productivity.
Built-in Finance Bot
Generate financial reports and actionable insights using the built-in AI-based Finance Bot inside the Finance module.
Built-in Saved Searches Bot
Generate custom reports, actionable data, and visual insights through a built-in AI-based Saved Search Bot.
Predict & Forecast
Generate custom reports, actionable data, and visual insights through a built-in AI-based Saved Search Bot.
Define Workflows
Automate Tasks
Workflow For Reports
Create automated workflows to efficiently share reports or bulk data files through email attachments, ensuring timely delivery and streamlined communication.
Create Custom Reports
Effortlessly apply custom queries to generate detailed customer reports, enabling data-driven insights and informed decision-making.
Edit Saved Searches
Easily edit your saved searches to align with your evolving needs, ensuring quick access to relevant data and improved decision-making.
Share Reports
Create customized reports and effortlessly share them within your organization to improve collaboration and support decision-making.
Quickly Search Data
Get information in seconds with powerful Global Search, ensuring quick and efficient data retrieval across your organization.
Efficient Data Retrieval
Search, retrieve, and access critical data instantly with powerful global search functionality, enhancing efficiency and productivity.
Individual Data Insights
Get detailed information on leads, accounts, contacts, and more for seamless data management and informed decision-making.
All customer 
