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What is Zoho CRM?

Zoho CRM presents a user-friendly and organized interface enriched with distinctive features designed to enhance the chances of converting leads into customers. Its intuitive dashboard enables users to execute 'macros' that optimize the process of reaching out to leads, while also facilitating the monitoring of sales progress. Additionally, administrators are equipped to oversee missed opportunities and identify top-performing agents, empowering them to make informed decisions that can significantly influence the business through the use of comprehensive sales reports. With these tools at their disposal, businesses can fine-tune their strategies for greater effectiveness.

What is LionO360?

The wait is finally over for a modernized SaaS solution designed to meet the needs of today's businesses. We proudly present the LionO360 business operations platform, an all-encompassing SaaS solution that allows you to efficiently manage your entire organization. Say goodbye to the hassle of juggling multiple systems that lead to endless data reconciliation challenges and tedious manual processes. With LionO360's CRM capabilities, effortlessly handle customer relationships, manage leads and sales pipelines, track quotas, and oversee case management, all in one place. In addition to CRM, our unified ERP system encompasses vital operations such as Finance, Inventory, Purchasing, Warehouse Management, and comprehensive Analytics & Reporting. Enjoy seamless integrations with your current vendor partners, including easy connections to ecommerce platforms like NopCommerce, global logistics providers such as FedEx and UPS, and popular applications like Dropbox, OneDrive, and Google Drive, all from a single cohesive CRM/ERP platform. Transitioning to LionO360 will not only optimize your business operations but also enhance flexibility and ensure accurate data management. For a detailed exploration of how LionO360 can facilitate growth in both your revenue and profits, reach out to us for a private conversation about the opportunities that await! Together, we can uncover the full potential of your business.

Media

Media

Integrations Supported

Constant Contact
Dropbox
Gmail
Google Drive
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
Twilio
Dialpad Sell
InboxWarm
LiveChat
LogiNext Mile
Micromerce
Moxo
Oki-Toki
Oscar Chat
Saleshub
Zoho SalesInbox

Integrations Supported

Constant Contact
Dropbox
Gmail
Google Drive
Mailchimp
Microsoft 365
Microsoft Outlook
PayPal
QuickBooks Online
Twilio

API Availability

Has API

API Availability

Has API

Pricing Information

$14.00/month/user
Standard Edition - $14/user/month
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month

Get a 15-day FREE Trial with every edition.
Free Version
Free Trial Offered?

Pricing Information

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

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zoho

Date Founded

1996

Company Location

United States

Company Website

www.zoho.com/crm/

Company Facts

Organization Name

LionOBytes

Date Founded

2015

Company Location

United States

Company Website

www.lionobytes.com

Categories and Features

CRM

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

Insurance CRM

Not specified

Lead Management

Campaign Management
Lead Capture
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Source Tracking

Quote-to-Cash

Not specified

RFM Analysis

Not specified

Sales Force Automation

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

Sales Gamification

Not specified

Sales Performance Management

Predictive Sales Analytics
Reporting / Analytics
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Tracking

Not specified

Categories and Features

Accounting

Not specified

AI CRM

Not specified

Business Management

Not specified

CRM

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

ERP

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

Field Service Management

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

Financial Reporting
Project Management

Inventory Management

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

Lead Management

Not specified

Purchase Order

Not specified

Route Planning

Not specified

Territory Mapping

Not specified

Tradesman Job Management

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

Warehouse Management

Barcoding / RFID
Category Customization
Inventory Management
Order Management
Purchasing

Workflow Management

Access Controls/Permissions
Business Process Automation
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

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