Name: Lime CRM
Rating: 7 (1 reviews)
Author: Lime Technologies

Help Desk

Web and Video Conferencing

Customer Support

Java Technologies

No-Code Development

Performance Testing

Development

Business Intelligence (BI)

Collaboration

Integrated Workplace Management (IWMS)

Enterprise

Accounting

Accounts Payable

Financial Planning and Analysis (FP&A)

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

3D Printing

Blockchain Analysis

Cloud Storage

Configuration Management Databases

Data Center Backup

Deception Technology

DevSecOps

Fraud Detection

Graph Database

IT Professional Services

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Network Troubleshooting

Secure Access Control

Software Asset Management

Testing Services

Vector Databases

Web Scraping

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Demand-Side

Digital Content Creation

Email Deliverability

Email Marketing

Influencer Marketing

Market Intelligence

Marketing Automation

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Waste Management

Professional Services

Customer Relationship Management (CRM)

Government Contracting

Sales

Agriculture

Camp Management

Card Management

Clinical Data Management

Fleet Management

Investment Portfolio Management

Medical Scheduling

PCB Design

Retail Analytics

Shipping

Travel Agency

Warranty Management

Vertical-Specific

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### User Interface and Experience
While some users appreciate Lime CRM's ease of use and customization options, others express concerns about the limitations and inconsistencies between the desktop and web versions. The lack of certain features in the web application, such as the ability to export events to Excel, is a common point of frustration. Additionally, the decision to maintain a desktop application in 2021 is viewed by some as outdated, with calls for a transition to a cloud-based solution. Despite these drawbacks, users acknowledge the platform's potential for streamlining processes and enhancing user productivity.

### Mobile and Desktop Applications
Users seem divided on Lime CRM's desktop application features and capabilities. Some express frustration over missing features like the ability to export events to Excel, while others feel that the desktop application's performance can be sluggish at times. On the other hand, there are suggestions for improvement, such as transitioning to a cloud-based solution to enhance accessibility and ease of use. Additionally, users highlight the need for more comprehensive manuals to fully utilize complex modules like statistics. Despite these challenges, there is optimism that Lime CRM is making progress towards offering a more robust cloud solution with equivalent functionalities to its desktop application.

### Customization Options
Users consistently highlight Lime CRM's customization options as a standout feature, emphasizing its user-friendly interface that allows for easy modification according to specific business needs. The ability to add, remove, and personalize fields without external assistance is a key advantage mentioned by multiple reviewers. Despite some challenges with integration, users appreciate the flexibility and control they have in tailoring the system to their requirements. The general sentiment leans towards positive experiences with Lime CRM's customization options, with users expressing satisfaction with the level of customization available.

### Integration Capabilities
Users find Lime CRM's integration capabilities to be a key strength, allowing for easy tracking of interactions and efficient management of customer-related documents. While some users express concerns about integrations with their own systems due to on-premise installation, the overall consensus leans towards the platform's ability to streamline processes and enhance data accessibility. The integration of different tabs and the ease of customization are highlighted as valuable features that contribute to a cohesive user experience. Additionally, users are beginning to explore the potential of email integrations, indicating a growing recognition of the platform's integration capabilities for expanding networking opportunities and lead management.

### Sales and Marketing Tools
Users appreciate Lime CRM's sales and marketing tools for their ability to streamline processes, enhance customer relationships, and support marketing activities effectively. The tools are commended for their efficiency in managing sales, support, and marketing functions within a single system. While some users find certain aspects of the setup challenging, the overall consensus is positive regarding the tools' contribution to sales growth and marketing success. Lime CRM's sales and marketing tools are seen as valuable assets for businesses looking to optimize their sales strategies and customer engagement efforts.

### Customer Support Features
Users generally appreciate Lime CRM's strong customer support capabilities. While some reviewers have noted occasional delays in support response times, the majority of users find the support team to be knowledgeable and helpful. Lime CRM's customer support features seem to play a vital role in enhancing users' experience with the platform, providing valuable assistance in navigating the system and addressing any issues that may arise.

Users have made several recommendations for the CRM tool. The first impression of the software is important to users, so it is crucial for the tool to make a positive impact right from the start. Users recommend that the software be easy to set up and get started with, ensuring a smooth onboarding process. Additionally, users find the software to be useful for both marketing and sales activities, making it a versatile tool. Overall, users recommend the CRM tool to colleagues and friends, indicating their satisfaction with its performance.

Lime CRM simplifies the customer interface and provides a more targeted solution compared to previous systems, addressing the need for efficient follow-up and analysis. Users have praised its easy customization, which allows them to tailor the system to their specific needs and make it the heart of their business. The software supports fundraising and communication with donors, ensuring organized information management for seamless donor engagement. Additionally, Lime CRM offers complete control over products going out to customers, storing all necessary information in one place and facilitating the review of incident history for products or customers, thus enhancing support system efficiency.

The platform also enables efficient collaboration between marketing and sales teams through effective data exporting and team collaboration features. Users have found this functionality crucial in tracking leads and exploring network possibilities. Furthermore, Lime CRM provides an easy-access repository of information about specific individuals or companies, allowing users to gather valuable insights for targeted marketing efforts. The software has been particularly beneficial for leagues and clubs as it aggregates fan activities and touchpoints, enabling professional marketing strategies.

With its user-friendly administration and use, including filters and views to focus on specific interests, Lime CRM streamlines contract follow-up, renegotiation, and organizing clients for marketing activities and event invites. Users have commended the platform for improving prospect and customer management compared to traditional solutions like Excel sheets. Lime CRM also supports customer plans and data-driven decision-making by providing a comprehensive picture of products, customers, support, and agreements.

Overall, Lime CRM continuously improves towards achieving full utilization and realizing the benefits of the system. Users have reported that it encourages user registration of relevant data for transparency and information sharing among teams. By addressing various business needs such as customer interface simplification, efficient collaboration between teams, organized information management, targeted marketing efforts, improved customer management, streamlined contract follow-up processes, and data-driven decision-making capabilities, Lime CRM is a valuable tool for businesses aiming to optimize their customer relationship management practices.

Lack of Visual Presentation: Several users have expressed dissatisfaction with the lack of visual graphic presentation in Lime CRM, particularly after extended use. They feel that the program could benefit from more visually appealing and intuitive design elements.

Difficult Report Tool: Many reviewers find the report tool in Lime CRM difficult and complicated to use, leading them to resort to using Excel for generating reports instead. This suggests that there is room for improvement in terms of usability and user-friendliness when it comes to generating reports within the software.

Complex Authorization Management: Some users have found managing authorization for information in Lime CRM to be complex, especially when trying to simultaneously access it on laptops and Apple devices. The need to switch between different versions or rely on the web client version can be inconvenient and may lead to compatibility issues.

User-Friendly Interface: Users have consistently praised Lime CRM for its user-friendly interface, with many reviewers stating that it is easy to navigate and understand. The simplicity of the system allows colleagues from different departments to quickly adapt and use the software effectively.

Great Support: Many users have appreciated the availability of great support from Lime Technologies. Reviewers often mention the quick response times and helpfulness of the support team, which has contributed to a positive experience when using Lime CRM.

Customizability: The customizability of Lime CRM is highly valued by users, with several reviewers mentioning their ability to tailor the software to fit their specific needs. Administrators find it easy to add or remove fields and make small changes without relying on external assistance, enhancing their overall experience with the system.

Lime CRM, from Lime Technologies headquartered in Lund (formerly known as Lundalogik) provides a platform for managing contacts, history notes, to-dos, ticketing management, deals and marketing activities.

Basic

Regular

Advanced

Premium

Guru

WeStrive

Assistive CRM

Lime CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Lime Technologies

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Lime CRM

Overview

What is Lime CRM?