Experience the power of spot-on CRM
Lime CRM comes with powerful features for handling your entire customer journey. Configurable and expandable to suit your unique needs.
Features
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Structure
Your CRM, your way
Tailor Lime CRM to fit your needs through the use of smart features for structuring your data and processes
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Multiple startpages
Tailor your CRM start page to suit distinct roles and departments with customizable, resizable widgets and a streamlined design that efficiently adapts to all screen sizes, enhancing user experience and productivity.
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Map view
Learn more: Map viewEnhance your CRM insights by visualizing data on a map, enabling better strategic decisions in areas like customer visit planning, work order distribution, and optimal locations for new stores or events, all seamlessly integrated with Google Maps.
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Table & list views
Manage your data in a format that’s easy to work with and understand. Lime CRM comes with different views depending on the situation and content, all to simplify your everyday work.
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Global search
Spend less time on searching. Everything in Lime CRM is searchable and you can quickly find whatever you are looking for using our global search feature.
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Custom fields and tabs
Easily configure Lime CRM to suit your needs. Add different field types, connect objects, and build the structure to fit the information you need to manage your customer journey.
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Document templates
Quickly create and easily maintain beautiful document templates that are auto filled with information from Lime CRM.
Collaborate
Teamwork makes dreamwork
Collaboration is key to excel in customer relationships and Lime CRM gives you the power you need
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Customer plans
Work proactively in setting plans for your customer on a yearly basis, to collaborate on common goals and targets.
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To-dos
Effortlessly manage and prioritize tasks in customer relations with to-dos that are intelligently connected to the correct customer, deal, coworker and more. It helps you stay organized and ensures you are always on top of your game, knowing exactly what…
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Portal
Learn more: PortalElevate self-service for customers, employees, and partners with a customizable web portal that streamlines personal data handling, reporting, and direct CRM integration for efficient information management.
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Complete customer overview
Empower the organization with a 360-overview of all necessary customer information, presented and organized in a way that makes sense and is easy to understand for you and your business.
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Document collaboration
Learn more: Document collaborationOptimize document handling in Lime CRM with Live Docs, which offers a seamless and quick workflow for Microsoft Office files — edit and save in a click, accessible on the go, and easily convert to PDF.
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Activity feed
Keep track of every promise and conversation in customer interactions easily with our activity feed. It shows who said what and when, helping your team stay informed and consistent in all customer relations, across the whole organization.
Communicate
Reach prospects and customers where they are
Whether it being through email, SMS or chat, Lime CRM assist you in communicating effectively – regardless of channel
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Campaigns & events
Learn more: Campaigns & eventsEmpower your marketing organization with our event campaign & feature that simplifies designing invitations, segmenting audiences, and streamlining registration processes. Follow-up on the results afterwards with powerful analytics.
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Live chat
Learn more: Live chatTransform customer interactions into lasting relationships with Live chat, a dynamic addition to your CRM that centralizes all messages, including live chat, Facebook Messenger, WhatsApp, and SMS, in one unified inbox. This tool not only personalizes messaging experiences across various…
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Email & calendar integration
Learn more: Email & calendar integrationConnect Outlook or Gmail to Lime CRM to easily save relevant customer communication directly from your inbox and calendar.
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Newsletter
Learn more: NewsletterLeverage your CRM data to craft targeted newsletters. Select recipients based on criteria like customer status or location, and easily create stunning emails using drag-and-drop blocks or pre-designed templates.
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Smart FAQ
Boost customer support with the Smart FAQ feature, an interactive help tool that anticipates customer queries by autocompleting inputs and spotlighting popular topics. Organized categories guide users through complex issues, enabling efficient self-service solutions.
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Phone integration
Turn phone calls into quick actions by connecting your softphone to Lime CRM. Make outgoing calls directly by the press of a button and open the correct contact in Lime CRM automatically during incoming calls.
Automate
Improve efficiency with automation capabilities
Enhance efficiency and productivity throughout the entire customer journey using automation features.
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Marketing automation
Learn more: Marketing automationTake your communication to new heights with marketing automation to ensure that your target audience gets a personalised experience – automatically.
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Workflow automations
Define and create automated workflows to minimise repetitive tasks with our no-code designer.
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Process visualization
Learn more: Process visualizationExperience a visual representation of your current stage within any process, from simple sales to complex service cases, configurable specifically to your needs.
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Checklists
Learn more: ChecklistsSimplify task management and prevent oversights with dynamic checklists – your solution to staying organized and efficient.
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AI powered chatbot
Revolutionize support and sales with our advanced AI-powered chatbot, tailored to understand customer needs and equipped with pre-built yet customizable dialogues, seamlessly integrating across messaging channels.
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eSign
Learn more: eSignClose deals swiftly with eSign: Send, sign, and secure your sales digitally – right within Lime CRM.
Expand
Expand Lime CRM with powerful customization & integration tools
Build custom integrations and powerful workflows for an even more tailored experience
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REST API
Expand and integrate to other applications easily through our modern REST APIs to perfectly fit Lime CRM in the eco system of your business.
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Webhooks
Use webhooks to subscribe to changes in Lime CRM in real time.
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Custom interfaces & workflows
Use web components for customizing the web client and create neat, efficient workflows using building blocks and UI elements.
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Custom business logic
Custom build advanced business logic using Python, custom endpoints, scheduled tasks and more to create a powerful, tailored application.
Get insights
Turn data to insights
Elevate your customer data to insights and take data-driven decisions in every step in the customer journey
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Proactive signals
Learn more: Proactive signalsQuickly go from numbers to action using proactive signals, easily configured for your needs.
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Goal tracking
Learn more: Goal trackingSet and reach your goals with simplicity using defined KPIs, such as activity levels or budget goals for both individual coworkers or different departments.
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Advanced business intelligence
Learn more: Advanced business intelligenceImprove decision making by turning CRM data into visual insights regardless of role or department. Easily ask questions and get answers based on your business-critical data, presented in a way that makes sense.
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Survey
Learn more: SurveyGain deeper customer understanding with the use of professional customer-facing surveys, easily created to fit the needs of the situation or process.
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NPS
Measure and track customer loyalty with NPS surveys and visualize the outcome in a pre-defined set of dashboards and widgets.
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Call outs
Highlight critical information with colors and icons in the right context to quickly be able to take the right decision in your daily work.
Security
Enhanced protection and effortless compliance
Utilize flexible hosting, precise access controls, streamlined single sign-on, and GDPR compliance for a secure, efficient CRM experience.
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Cloud or on-premise
Simplify your CRM experience with our flexible hosting solutions, offering both cloud environments and support for your own servers, tailored to meet your unique needs.
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User & group access
Define roles for different user groups for controlling granular access to relevant information both on table and row level.
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Single sign-on
Manage users and sign in faster, easier, and more secure with Single sign-on in Lime CRM through Azure AD or other provider.
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GDPR
Learn more: GDPREnsure peace of mind with GDPR features that simplify admin tasks and secure compliance with data protection regulations.
Explore integrations
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Read more: BI Book
BI Book
With BI Book, you can easily create, edit and share Power BI reports in minutes. No need for your own data warehouses, engineers or data analysts. BI Book is a customisable solution tailored to fit your needs, with over 100…
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Cesar2
Transform your fiber network business with Lime CRM’s integration with Cesar2, ensuring streamlined transactions and efficient communication. This integration facilitates both buying and selling processes, offers statistical insights, and features a user-friendly interface for comprehensive management of fiber business operations.
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BFUS
Elevate your utility management with the integration between Lime CRM and BFUS, enabling streamlined administrative tasks and seamless communication. This integration ensures immediate updates and feedback between Lime CRM and the BFUS system, enhancing efficiency in customer management, invoicing, and…
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Objektvision
Enhance your real estate listings and lead management with the integration to Objektvision, offering automatic updates and effortless publishing. This seamless connection ensures your listings are current and your lead tracking is efficient, maximizing opportunities in the real estate market.