LionO360 vs. NextGen Comparison


LionO360 LionOBytes	NextGen Harris School Solutions	+	+
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SOX & GAAP compliance Financial controls, forecasting & Reports, Treasury & tax Process Automation (AI, Machine Learning, Robotic Process Automation) Supply Chain & Inventory Templated Integrations Manufacturing and the ability to scale... 4,513 Ratings Visit Website ShareCRM ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. Built with collaboration tools, it connects internal teams, partners, and clients through messaging, tasks, and approval workflows. 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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.	About NextGen is the fully-integrated system of fund-accounting and business-management modules designed and built just for Education institutions. With NextGen, you will be able to: Automate everything from Accounting to HR and more. Integrate all data in real time across each of the software system’s six modules. Save time by quickly and accurately integrating data with HR and your Central Office. Make smarter financial decisions by collecting, tracking, and using your data more effectively. Optimize and track your purchase orders with remote requisition entry and simplified approval processes. Secure sensitive payroll information without complicating access, reporting, or sharing for HR and Benefits. Feel confident knowing you can effortlessly manage the entire budget process, create “what-if” scenarios, and store unlimited historical data.
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 Medium-sized businesses looking for a platform to automate business processes	Audience School businesses seeking a tool to optimize their fund-accounting and business-management operations
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $19 per month CRM lite $19 CRM $39 CRM & ERP Pro $149 Enterprise (call for discussion) Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 4.7 / 5 ease 4.8 / 5 features 4.7 / 5 design 4.7 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
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 LionOBytes Founded: 2015 United States www.lionobytes.com	Company Information Harris School Solutions Founded: 1976 United States harrisschoolsolutions.com/products/nextgen/
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Categories Accounting AI CRM Business Management CRM ERP Field Service Management Financial Management Inventory Management Lead Management Purchase Order Route Planning Territory Mapping Tradesman Job Management Warehouse Management Workflow Management	Categories Accounting Purchase Order
Show More Features 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	Accounting Features Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Cash Management CPA Firms Cryptocurrency Support Expense Tracking Fixed Asset Management Fund Accounting General Ledger Government Multi-Currency Nonprofits Payroll Management Project Accounting Purchase Orders Tax Management
Integrations Amazon Web Services (AWS) Arintra Azure Storage Constant Contact Gmail Google Drive Google Maps HostBill Hyland IDP Mailchimp Microsoft 365 NextPatient QuickBooks Desktop Premier QuickBooks Desktop Pro QuickBooks Online Salesforce Twilio Vetriq nopCommerce Show More Integrations View All 20 Integrations	Integrations Amazon Web Services (AWS) Arintra Azure Storage Constant Contact Gmail Google Drive Google Maps HostBill Hyland IDP Mailchimp Microsoft 365 NextPatient QuickBooks Desktop Premier QuickBooks Desktop Pro QuickBooks Online Salesforce Twilio Vetriq nopCommerce Show More Integrations View All 10 Integrations
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