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LionO360 CRM

Brand : LionOBytes LLC

Starting Price:

₹ 1,699 excl. GST

₹ 2,005 incl. GST

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LionO360 CRM Pricing & Plans

Gold
  • Reports
  • ERP Features
  • CRM Feature
  • Sales Quota
  • Cases
  • Advanced Features
    • Users
    • Monthly

Calculated Price (Exclusive of all taxes)

1699
Diamond
  • Everything in CRM Basic, plus
  • Platform-Standard Features
  • Advanced Features
  • User-Based Task Management
  • eCommerce Integration
  • CRM Features
    • Users
    • Monthly

Calculated Price (Exclusive of all taxes)

2499

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LionO360 CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Centralizes all lead and account information with a 360-degree view of interactions and history.
  • icon_check Account Management Provides deep insights into business relationships with a dedicated module for account history.
  • icon_check Customer Profiles Maintains rich profiles including email threads, call logs, and linked multiple contact people.
  • icon_check Contact Segmentation Uses 'Saved Searches' to create custom sub-lists based on specific criteria or behaviors.
  • icon_check Activity History Automatically logs every call, email, and meeting to provide a full record of interactions.

Sales Management

  • icon_check Lead Management Organizes entire sales processes from initial inquiry to conversion with real-time status tracking.
  • icon_check Territory Management Defines quotas by territory and uses GPS tracking to manage field representatives and routes.
  • icon_check Contract Management Document management module allows storing and managing customer-related contracts and proposals.
  • icon_check Order Management End-to-end processing from warehouse to dealer, including purchase orders and shipping.
  • icon_check Quote Management Streamlines the creation and management of sales quotes and estimates within the sales pipeline.
  • icon_check Sales Forecasting Predicts sales outcomes based on historical data and defined quotas across role hierarchies.
  • icon_check Deal Management Customizes multiple sales funnels (Opportunity Management) to track deals through to closure.
  • icon_check Sales Automation Automates record transitions, task assignments, and outreach to reduce manual intervention.
  • icon_check Workflow Automation and Management Features a robust builder for time-based or event-triggered actions across all modules.
  • icon_check Opportunity & Pipeline Management Visualizes the sales pipeline with AI-driven opportunity scoring for higher close rates.

Marketing Automation

  • icon_check Email Marketing Integrates natively with Mailchimp and Constant Contact to run and track mass email campaigns.
  • icon_check Campaign Management Features multi-channel management to execute and monitor marketing efforts across WhatsApp and email.
  • icon_check Lead Nurturing Automates follow-up emails and WhatsApp messages at scale to keep prospects engaged.
  • icon_check Customer Journey Tracking Maps the prospect journey from lead capture to opportunity conversion and post-sales support.
  • icon_check Customer Segmentation Groups accounts by inactivity (e.g., 90-day inactive) or custom filters for targeted outreach.
  • icon_check Event-Triggered Workflows Triggers actions based on lead creation, field updates, or specific customer behaviors.
  • icon_check Automated Campaigns Runs recurring outreach efforts through integrated marketing tools and WhatsApp.

Data Sourcing / Integrations

  • icon_check Social Media Integration Primary integration via WhatsApp for notifications, campaigns, and direct customer communication.
  • icon_check Data Import/Export Supports bulk uploading of contacts and data via Excel (XLS/XLSX) for easy migration.
  • icon_check API Access Provides API connectors to link business applications for seamless data flow and management.
  • icon_check Calendar Integration Synchronizes with Outlook and Gmail to manage appointments, reminders, and tasks.
  • icon_check Third Party Integrations Natively connects with QuickBooks, Microsoft 365, Gmail, Twilio, and shipping solutions.
  • icon_check Email Marketing Tools Integration Native integrations with Constant Contact and Mailchimp for streamlined marketing.
  • icon_check Marketing Tools Integration Centralizes campaign data and lead capture from external marketing sources.
  • icon_check eCommerce Integrations Connects with shipping and warehouse management for full e-commerce lifecycle tracking.
  • icon_check Interactive Voice Response (IVR) Integration Integrates with cloud telephony solutions like Twilio for call logging and click-to-call.

Collaboration Tools

  • icon_check Team Communication Supports '@mentions' to tag team members for faster collaboration and notifications.
  • icon_check Task / Activity Management Sets goals, reminders, and time-dependent tasks to drive team productivity and follow-ups.
  • icon_check Document Sharing & File Storage Securely stores invoices, proposals, and contracts at the account level for easy retrieval.
  • icon_check Omnichannel Support & Engagement Unifies customer service via Helpdesk, 'Email to Ticket,' and WhatsApp communication.

Security & Compliance

  • icon_check Audit Trail Generates detailed audit reports on user activity and changes made to leads and account data.
  • icon_check Data Encryption Built on secure cloud infrastructure (AWS/Azure) ensuring high-fidelity data security.
  • icon_check Role-Based Access Control (RBAC) Manages permissions through role hierarchies to ensure secure data access and quotas.
  • icon_check Backup & Disaster Recovery Cloud-native platform (Azure/AWS) ensures high availability and automated data backups.
  • icon_check GDPR & Data Privacy Complies with enterprise security standards for data centralization and privacy.

AI & Machine Learning

  • icon_check Predictive Analytics Uses AI to predict sales outcomes and identifies patterns to help teams target resources.
  • icon_check Lead Scoring Employs AI-based scoring to prioritize leads with the highest potential for conversion.
  • icon_check Chatbots Uses AI engagement tools to ensure 24/7 customer support via automated chat.

Reporting & Analytics

  • icon_check Predictive Analytics Uses AI to predict sales outcomes and identifies patterns to help teams target resources.
  • icon_check Real Time Analytics Live dashboards provide real-time visibility into leads, opportunities, and sales team activities.
  • icon_check Campaign Performance Offers AI-based insights and sentiment analysis to measure the effectiveness of marketing.
  • icon_check Custom Dashboards Allows users to build personalized dashboards with specific charts and performance KPIs.
  • icon_check Sales Performance Reports Tracks sales productivity, close rates, and quota attainment across the team.
  • icon_check Customer Insights Provides AI-driven email sentiment analysis to understand customer needs better.
  • icon_check Forecasting & Trends Leverages AI to realize patterns and assist sales teams in targeting objectives.
  • icon_check Performance Tracking Monitors 'Global Search' activity and user logs to measure workforce efficiency.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Sends internal alerts for customer activities or record updates automatically.
  • icon_check Custom Workflow Alerts Users can define alerts for upcoming due dates, birthdays, or specific renewals.
  • icon_check System Errors/Failures Built-in helpdesk and account management for escalating platform issues or bugs.
  • icon_check Customer Interaction Alerts Notifies agents immediately when a customer interacts via WhatsApp or email.
  • icon_check Workflow Trigger Alerts Alerts the team when automated record transitions or task assignments occur.
  • icon_check SLA Violations Ticket management module tracks resolution times and flags SLA breaches.
  • icon_check Lead Activity Alerts Provides instant notifications for new leads or activity from high-value opportunities.

LionO360 CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows iOS Android MacOS Windows(Phone) Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • Phone, Live Chat
  • Live Online
  • English

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LionOBytes LLC Company Details

Brand Name LionOBytes LLC
Information LionOBytes is a growth-driven SaaS-based business solution provider, with a strong presence in both the USA and Indian markets. The company specializes in empowering small to mid-sized businesses with its cloud-based unified solutions, including LionO360 CRM, FSM, and ERP.
Founded Year 2015
Director/Founders Arun Upadhyay
Company Size 1-100 Employees

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