User Visibility
User Management
Configurations
System Settings
Company-Wide Stream
Company-Specific Settings
Calendar
Integrations Setup
User Profiles and Permissions
Notifications and Messaging
Role Hierarchy
Profile-Specific Settings
User and Role Management
Dashboarding
Global Search
Campaigns
GenAI Chatbot & Advanced Assistant
Saved Search
Workflow
Email-to-Lead
Email-to-Case
Create, View, Update Tasks
For Me, By Me, All Filtering
Group Assignments
Reminders (Email, Messages)
Integration with eCommerce Front End
Leads
Custom Templates
Email Integration
GenAI Email Compose, Reply, Sentiment Analysis
Activity Tracking
Import / Export
Tasks
Accounts
Contacts
Document Management
Notifications
Custom Stages
Lead Scoring
Opportunities
Opportunity Scoring
Logging
Custom Templates
Estimates
Invoice
Inventory Products
QuickBooks Integration Simple
Inventory Receipt / Check-In
Shipping Terms
Inventory Adjustments
At-a-Glance Fulfillability
Product Categories
Purchase Order Tracking
Sales Rep Tracking
Units of Measure
Non-Inventory Products
Stock Management
Warehouse Management
Barcode Assignment / Tracking
Aisle, Rack, Level, Bin Systems
Serial Number, Lot, Expiration, Revision Tracking
Payment Terms
Bills
Images Assignment
Warehouse Optimization
Real-Time Inventory Tracking
Product Variants
Inventory Transfers
Asset Management
Backordering / Order Splitting
Vendor Returns
Vendor Mangement
Bundle / Assembly Products
Pick, Pack Slip Customization
Purchase Orders
Per-Warehouse Fulfillment
Multi-Currency
Shipping Methods
Service Products
Inventory Item History
Pick, Pack, Ship Support
Price Books
Bins and Bin Management
Sales Orders
Customer Returns
Template / Mass Sales Order
Email / Print Pick, Pack Slips
Shipping Carrier / Service Integration
QuickBooks Integration - Advanced
Finance Module Integration
QuickBooks Integration Plus
Credit Memo
Advanced Transaction Filtering
Chart of Accounts
Balance Sheet
Group, Balance, Action Sorting
Activity Logging for Individual Accounts
General Ledger
Unlimited Cost Centers
Bank Accounts
Transactional Detail Drill-Down
P&L
Real-Time Inputs from Sales / Commerce Activity
Grouping of Cost Centers
Product and Asset Routing
Ledgers
Journals
Trial Balances
Cost and Liability Routing
Financial Statements
Upload, Store, File Documents
Create New Folder
Edit, Delete Documents
Share, Download Documents
Distance Tracking
Check-In, Check-Out for Stops / Visits
Unlimited Routes
Per-Account Territory Assignment
Per-User Territory Assignment
Unlimited Territories
Google Maps Integration
Custom Questionnaire Creation
Questionnaire Support for Visits
Routes Support
Custom Templates
Goal Definition by Territory
Forecast / Reforecast Goals / Quotas
Set Sales, Non-Sales, Activity-Based Goals
Time-Based Goal Tracking
Unlimited Goals / Quotas
Goal Definition by Person
Advanced Goal Reporting and Filtering
Custom Stages
Import, Export Cases
Create, Edit, Manage Cases
Attachments per Case
Associations, Categories
Unlimited Channels
Custom Templates
Assignment of Users
Multi-Account Case Channel
Assignment of User Groups
Multi-Type Case Channels
Single Account Case Channel
Opportunity Reports
Lead Reports
Cases Reports
Login & Statistics Reports
Accouns Reports
Inventory
Finance
FSM
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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.
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