Average Ratings 6 Ratings

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Description

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

Description

Software for field service management in every industry. SMART Software works with you to streamline your routes and provide detailed reporting and analysis to help you grow your service business. Our software support team is the best in the industry and includes on-site training. Streamline your business operations and keep all your important customer information in one place. Our inventory management, equipment tracking and time management tools, as well as reporting, will help you increase your bottom line. You can keep track of all aspects related to Service Issues, including ticketing and technician routing, inventory control, and vehicle maintenance. We forecast vault cash differently to any ATM software or processor. ATM SMART is a popular choice for customers who return 20% of their vault cash. SMART offers a powerful, integrated CRM solution that allows you to manage your relationships with customers, vendors, sales prospects, and other business contacts.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) Yes 
Azure Storage Yes 
Constant Contact Yes 
Dropbox Yes 
FedEx Ship Manager Yes 
Gmail Yes 
Google Drive Yes 
Google Maps Yes 
Mailchimp Yes 
Meetrics No 
Microsoft 365 Yes 
Microsoft Outlook Yes 
PayPal Yes 
QuickBooks Desktop Premier Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Online Yes 
Salesforce Yes 
Twilio Yes 
UPS Ready Yes 
nopCommerce Yes 

Integrations

Amazon Web Services (AWS) No 
Azure Storage No 
Constant Contact No 
Dropbox No 
FedEx Ship Manager No 
Gmail No 
Google Drive No 
Google Maps No 
Mailchimp No 
Meetrics Yes 
Microsoft 365 No 
Microsoft Outlook No 
PayPal No 
QuickBooks Desktop Premier No 
QuickBooks Desktop Pro No 
QuickBooks Online No 
Salesforce No 
Twilio No 
UPS Ready No 
nopCommerce No 

Pricing Details

$19 per month
CRM lite $19
CRM $39
CRM & ERP Pro $149
Enterprise (call for discussion)
Free Trial Yes 
Free Version No 

Pricing Details

$74.99
$19 for next 10 users
$15 for next 10 users
$10 per user after that
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

LionOBytes

Founded

2015

Country

United States

Website

www.lionobytes.com

Vendor Details

Company Name

SMART

Founded

1998

Country

United States

Website

www.smart.software

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Field Service Management

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

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting Yes 
Investment Management No 
Project Management Yes 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting Yes 
Inventory Optimization No 
Kitting Yes 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification Yes 
Reorder Management Yes 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management Yes 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Route Planning

Capacity Planning No 
Drag & Drop Scheduling No 
Driver Management No 
Emergency Dispatch No 
GPS Tracking No 
Performance Metrics No 
Route Costing No 
Territory Management No 

Tradesman Job Management

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
For Builders Yes 
For Electricians Yes 
For Field Service Businesses Yes 
For HVAC No 
For Plumbers Yes 
For Roofers No 
Invoicing Yes 
Job Tracking Yes 
Payments Yes 
Quoting Yes 
Reporting Yes 
Scheduling Yes 
Time Tracking Yes 

Warehouse Management

3PL Management No 
Barcoding / RFID Yes 
Category Customization Yes 
Channel Management No 
Demand Planning No 
Inventory Management Yes 
Location Control No 
Order Management Yes 
Purchasing Yes 
Quality Control No 
Receiving / Putaway Management No 
Returns Management No 
Shipping Management No 

Workflow Management

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

Product Features

Asset Tracking

Activity Tracking No 
Audit Trails No 
Barcoding / RFID No 
Checkout / Check-In No 
Depreciation Tracking No 
Disposal Tracking No 
Inventory Management No 
Location Tracking No 
QR Codes No 
Reservations No 
Service History No 

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking Yes 
Controls Testing Yes 
Environmental Compliance Yes 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management Yes 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation Yes 

Contact Management

Activity Management No 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation No 
Shared Contacts Yes 
Social Media Integration No 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

Employee Monitoring

Activity Monitoring No 
Browsing History No 
Email Monitoring No 
Keystroke Recording No 
Productivity Analysis Yes 
Remote Control No 
Screen Activity Recording No 
Time & Attendance No 
Time Tracking Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Help Desk

Alerts / Escalation Yes 
Automated Routing No 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat No 
Multi-Channel Communication No 
Multiple Brands / Products No 
Network Monitoring No 
Real-time Chat No 
Self Service Portal No 
Service Level Agreement (SLA) Management No 
Ticket Management No 

Inventory Control

Allocation Yes 
Barcoding Yes 
Cost Tracking Yes 
Forecasting No 
Item Management Yes 
Order Management Yes 
Procurement Management No 
Reorder Management No 
SKU / UPC Codes Yes 
Serial Number Tracking Yes 
Supplier Management Yes 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting No 
Inventory Optimization No 
Kitting Yes 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification Yes 
Reorder Management No 
Reporting/Analytics Yes 
Retail Inventory Management No 
Supplier Management Yes 
Warehouse Management Yes 

Issue Tracking

Assignment Management Yes 
Dashboard Yes 
Escalation Management Yes 
Issue Auditing Yes 
Issue Scheduling Yes 
Knowledge Base Yes 
Project Management Yes 
Recurring Issues Yes 
Scheduling Yes 
Task Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Route Planning

Capacity Planning No 
Drag & Drop Scheduling Yes 
Driver Management Yes 
Emergency Dispatch Yes 
GPS Tracking Yes 
Performance Metrics Yes 
Route Costing No 
Territory Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Transportation Dispatch

Billing & Invoicing Yes 
Computer Aided Dispatch Yes 
Customer Database Yes 
Emergency Dispatch Yes 
Fuel Management No 
Mileage Tracking Yes 
Order Management No 
Routing Yes 
Scheduling Yes 
Vehicle Tracking Yes 

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