LionO360

LionO360

LionOBytes
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About

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

About

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. These tools help businesses effectively manage customer relationships, optimize field service operations, and streamline enterprise resource planning, all while enhancing efficiency and reducing costs. LionOBytes is committed to driving business growth and enabling companies to thrive in the competitive digital landscape by offering scalable and effective solutions tailored to evolving business needs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies of all sizes

Audience

Medium-sized businesses looking for a platform to automate business processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$190 per user per month
Free Version
Free Trial

Pricing

$19 per month
CRM lite $19
CRM $39
CRM & ERP Pro $149
Enterprise (call for discussion)
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.6 / 5
features 4.8 / 5
design 4.7 / 5
support 4.7 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.7 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • It's incredible with efficiency to manage cash by using different currencies. Incredible for it's effectiveness with project budgeting and forecasting.
  • Reliable with Fixed Asset management and easy to run depreciation. Superb experience with bank account reconciliation. Journal entries helps alot with reversal. Customization of invoices.
  • Very accurate with reporting on finances of the industry. Most convenient with Purchasing and supply. Super supportive customer service.
  • Microsoft Dynamics 365 is currently used as the recommended consumer partnership monitoring program in my organization's workplaces where I work. We use it to seamlessly manage consumer information and keep an eye on customers and important sales metrics. This makes it very easy for the superiors in my organization to determine our sales pipelines and also the possible sales targets.
  • Efficiency to manage different bank accounts and petty cash in the organization. Reporting is perfect and more accurate. Reliable with inventory control.

Cons

  • Love it's reliability with project planning and budgeting.
  • Great and best ERP with bank account management and inventory control.
  • Most convenient and very reliable with financial control.
  • Microsoft Dynamics 365 can be done with enhanced intuition for customers. For example, entering information is often a laborious experience for novice users. Its user interface style is not simplified enough for smooth browsing, specifically on web registration pages.
  • Great ERP and efficient with inventory control and its easy to customize.

Pros & Cons from Real Users

Pros

  • LionO360 CRM has been helpful in managing sales activities and customer data in one place. The platform offers strong customization and automation features, which reduce manual work and improve workflow efficiency. There is a slight learning curve at the start, but once set up, it becomes easy to use. Customer support has been responsive when needed. Overall, it’s a solid CRM option for teams looking for more than basic CRM functionality.
  • LionO360 is a game-changing CRM/ERP SaaS solution that has revolutionized the way businesses operate in the 21st century. This cloud platform offers an all-in-one solution to manage your business operations. With the powerful and intuitive CRM functionality, managing customer relationships, leads, pipelines, sales quotas, and cases becomes a breeze. The comprehensive and real-time ERP system covers every aspect of business operations. From finance, purchasing and fulfillment to inventory management and e-commerce integration. By integrating these essential functions into one unified platform, LionO360 streamlines operations and boosts efficiency, allowing businesses to focus on what they do best.
  • Liked this product for our field sales team. Their route guide feature is very helpful for our sales team. CRM is equally good and ease to use.
  • The field management tool allows real time visit review for reps in the field. Check in and check out process is time stamped, allowing knowledge check based activities for great customer experiences. You can easily see what conversations were had, by whom, and outcomes. Store visit questionnaire can be built by channel, so if you have multiple companies, no problem! Dashboards and tracking based on channel allows you to focus on what matters most, to your company, and the customer! This makes the manager role exceptionally efficient, as you can dig into the details that will help you performance manage and give great feedback to support employee development!
  • Since ERP software is generally used for sales and accounting rather than the whole service, FSM module supported by the LionO360 platform is a great add-on for our field team as it provides key value adds like route management and GPS tracking which enables a productive and organized field service team. LionO360 FSM has brought simplicity to my field service operations.

Cons

  • The initial setup and learning curve can take some time due to the wide range of features.
  • Product marketing. They need to increase awareness of this SalesForce and NetSuite killer!
  • I want more Automation and AI features for our sales and customer support team.
  • Mobile app is sometime co-dependent on phone coverage, which is easily fixed when you provide employee's Wi-Fi capable devices.
  • Lacks expense management, which requires me to use another tool.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Microsoft
Founded: 1975
United States
dynamics.microsoft.com

Company Information

LionOBytes
Founded: 2015
United States
www.lionobytes.com

Alternatives

Alternatives

NetSuite

NetSuite

Oracle
SAP Business ByDesign

SAP Business ByDesign

Navigator Business Solutions
Infor M3

Infor M3

Infor
WinMan ERP

WinMan ERP

WinMan ERP Software
NetSuite

NetSuite

Oracle

Categories

Categories

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP Features

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Lead Generation Features

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP Features

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Inventory Management Features

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Tradesman Job Management Features

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Warehouse Management Features

3PL Management
Barcoding / RFID
Category Customization
Channel Management
Demand Planning
Inventory Management
Location Control
Order Management
Purchasing
Quality Control
Receiving / Putaway Management
Returns Management
Shipping Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Constant Contact
Dropbox
Gmail
Mailchimp
Microsoft 365
Microsoft Outlook
Salesforce
Twilio
Bizview
Cyclr
DataLøn
Gatekeeper
GreatVines Beverage Sales Execution
Jet Analytics
Mayday
ON24
SOLIXCloud
SPOTIO
Vartana
Zywave Cyber OverVue

Integrations

Constant Contact
Dropbox
Gmail
Mailchimp
Microsoft 365
Microsoft Outlook
Salesforce
Twilio
Bizview
Cyclr
DataLøn
Gatekeeper
GreatVines Beverage Sales Execution
Jet Analytics
Mayday
ON24
SOLIXCloud
SPOTIO
Vartana
Zywave Cyber OverVue
Claim Microsoft Dynamics 365 and update features and information
Claim Microsoft Dynamics 365 and update features and information
Claim LionO360 and update features and information
Claim LionO360 and update features and information