Lime CRM Features
What are the features of Lime CRM?
Platform
- Customization
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
- Quote & Order Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Customer Support
- Case Management
- Customer Support Portal
- Knowledge Base
Reporting & Analytics
- Reporting
- Dashboards
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Technology Glossary Features
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Lime CRM Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 48 reviewers of Lime CRM have provided feedback on this feature. | 75% (Based on 48 reviews) | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 41 reviewers of Lime CRM have provided feedback on this feature. | 67% (Based on 41 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 46 Lime CRM reviews. | 70% (Based on 46 reviews) | |
Internationalization | Based on 38 Lime CRM reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 62% (Based on 38 reviews) | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. This feature was mentioned in 38 Lime CRM reviews. | 57% (Based on 38 reviews) | |
Document & Content Mgmt. | Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. This feature was mentioned in 43 Lime CRM reviews. | 63% (Based on 43 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 46 Lime CRM reviews. | 72% (Based on 46 reviews) | |
Output Document Generation | Based on 40 Lime CRM reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 66% (Based on 40 reviews) | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data | |
Customization | Allows users to customize chat colors, text, logos, and branding. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Integration | Integrates with other customer service software to improve support and enhance functionality | Not enough data | |
Reporting | Provides analytics tools that reveal important business metrics and track progress | Not enough data | |
Dashboards | Displays important metrics relating to performance | Not enough data |
Sales Force Automation
Contact & Account Management | Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. 61 reviewers of Lime CRM have provided feedback on this feature. | 79% (Based on 61 reviews) | |
Partner Relationship Mgmt. (PRM) | Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information 46 reviewers of Lime CRM have provided feedback on this feature. | 72% (Based on 46 reviews) | |
Opportunity & Pipeline Mgmt. | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. This feature was mentioned in 56 Lime CRM reviews. | 75% (Based on 56 reviews) | |
Task / Activity Management | Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. This feature was mentioned in 58 Lime CRM reviews. | 76% (Based on 58 reviews) | |
Territory & Quota Management | Based on 45 Lime CRM reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 67% (Based on 45 reviews) | |
Desktop Integration | As reported in 58 Lime CRM reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 73% (Based on 58 reviews) | |
Product & Price List Management | Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. 47 reviewers of Lime CRM have provided feedback on this feature. | 66% (Based on 47 reviews) | |
Quote & Order Management | As reported in 48 Lime CRM reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 66% (Based on 48 reviews) | |
Customer Contract Management | Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. This feature was mentioned in 51 Lime CRM reviews. | 73% (Based on 51 reviews) |
Marketing Automation
Email Marketing | As reported in 53 Lime CRM reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 69% (Based on 53 reviews) | |
Campaign Management | As reported in 51 Lime CRM reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 66% (Based on 51 reviews) | |
Lead Management | Based on 51 Lime CRM reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 68% (Based on 51 reviews) | |
Marketing ROI Analytics | As reported in 39 Lime CRM reviews. Enables analysis of effectiveness of an organizations various marketing activities | 60% (Based on 39 reviews) |
Customer Support
Case Management | See feature definition | As reported in 56 Lime CRM reviews. Tracks issues/help requests reported by customers through the resolution process. | 75% (Based on 56 reviews) |
Customer Support Portal | Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. This feature was mentioned in 52 Lime CRM reviews. | 77% (Based on 52 reviews) | |
Knowledge Base | Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 50 Lime CRM reviews. | 74% (Based on 50 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. This feature was mentioned in 46 Lime CRM reviews. | 73% (Based on 46 reviews) | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. This feature was mentioned in 43 Lime CRM reviews. | 69% (Based on 43 reviews) | |
Text | Is able to process inquiries submitted by text data from live chat, email, or SMS | Not enough data | |
Speech | Comprehends human speech and can transcribe it to text for processing | Not enough data | |
Knowledge Base | The AI is able to access the company's internal knowledge to inform and guide responses to customer inquiries | Not enough data |
Integration
Data Import & Export Tools | As reported in 46 Lime CRM reviews. Ability to input, modify and extract data from the application in bulk through a structured file. | 65% (Based on 46 reviews) | |
Integration APIs | As reported in 47 Lime CRM reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 64% (Based on 47 reviews) | |
Breadth of Partner Applications | As reported in 34 Lime CRM reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 64% (Based on 34 reviews) |
Mobile & Social
Social Collaboration Features | Based on 36 Lime CRM reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 58% (Based on 36 reviews) | |
Social Network Integration | Based on 39 Lime CRM reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 61% (Based on 39 reviews) | |
Mobile User Support | As reported in 42 Lime CRM reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 56% (Based on 42 reviews) |
Reporting & Analytics
Reporting | Based on 52 Lime CRM reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 69% (Based on 52 reviews) | |
Dashboards | Based on 49 Lime CRM reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 74% (Based on 49 reviews) | |
Forecasting | Based on 45 Lime CRM reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 69% (Based on 45 reviews) |
Ticket and Case Management
Ticket Creation User Experience | User Experience of creating and submitting a ticket | Not enough data | |
Ticket Response User Experience | User Experience of responding and receiving a response | Not enough data | |
Workflow | Route tickets based on values of fields, changes to ticket status and time based conditions | Not enough data | |
Automated Response | Respond to common requests with standard reply | Not enough data | |
SLA Management | See feature definition | Offers tools for managing and tracking service-level agreements (SLAs) | Not enough data |
Attachments/Screencasts | Documents and files can be attached to the ticket to communicate with customer issues/resolutions | Not enough data | |
Ticket Collaboration | Share and collaborate on tickets with multiple customer service representatives | Not enough data | |
Customer/Contact Database | Central repository for account and contact information | Not enough data |
Communication Channels
Customer Portal | Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents | Not enough data | |
Email to Case | Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket | Not enough data | |
Live Chat Support | Ability for customer service agents to communicate with customers via live chat to solve problems live | Not enough data | |
Social Media Integration | Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks | Not enough data | |
Voice | Make and receive calls directly in the application. Track and record calls for analysis. | Not enough data |
Self-Service Experience
Knowledge Base | Provides a repository of information that can be used by those seeking support. | Not enough data | |
Searchable Articles | Makes articles in the knowledge base searchable on the web. | Not enough data | |
Community Forums | Enables users to engage with other users to solve common issues. | Not enough data | |
Mobile Optimization | Optimizes the customer self-service experience on mobile devices | Not enough data | |
Personalization | Gives the user targeted, personalized results based on their activity or preferences | Not enough data |
Self-Service Platform
Branding | Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc. | Not enough data | |
Automation | Automates some or all operation related tasks | Not enough data | |
Artificial Intelligence | Utilizes artificial intelligence to improve workflows or customer experiences | Not enough data | |
Integrations | Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools | Not enough data |
Communication
Pop-up Chat | Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives. | Not enough data | |
Notifications | Delivers notifications to both sides of the conversation. | Not enough data | |
Targeted Emails | Sends automated emails to further engage clients and potential clients. | Not enough data | |
In-App Messaging | Allows for live chat to be enabled within the app for customer help. | Not enough data | |
Co-Browsing | Allows agents to join a customer's browser session and navigate through the website with them. | Not enough data |
Internal Use
Customization | Allows users to customize chat colors, text, logos, and branding. | Not enough data | |
Conversation Archiving | Archives conversations in a separate location for later reference. | Not enough data | |
Lead Development | Enables employees to denote potential customers. | Not enough data | |
Knowledge Base | Establishes a knowledge base for employee reference during conversations. | Not enough data | |
Team Inbox | Provides a central location for help requests, helping employees respond sooner. | Not enough data | |
Customer Profiles | Allows for the creation of profiles for contacts and customers. | Not enough data |
Channels
Multi-Channel Coverage | Software incorporates multiple digital communications channels. | Not enough data | |
Open Listening | Allows incorporation of inbound contacts from non-marketing channels. | Not enough data | |
Physical Media | Includes physical media (mail, flyers, billboards, etc.) in the channels mix. | Not enough data |
Design
Communications Strategy Development | Allows planning and deployment of an overall communications strategy. | Not enough data | |
Create Content | Includes or integrates with content creation apps. | Not enough data | |
Personalization | Outbound communications are segmented and personalized. | Not enough data | |
Inbound Identification | Inbound contacts are identified and handled based on history. | Not enough data | |
Regulatory Compliance | Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements. | Not enough data |
Automation
Ticket Resolution | The platform is able to automatically determine how to resolve help tickets without assistance by human agents | Not enough data | |
Customization | The platform's responses to customers can be customized to improve comprehension, relatability, and emotional intelligence | Not enough data | |
Intelligent Routing | When the AI is unable to process a particular type of customer request, it is able to determine which is the best agent to refer the ticket to | Not enough data |
Artificial Intelligence
Learning | The AI platform is able to learn over time on how to interpret each type of customer inquiry and improve the quality of their responses | Not enough data | |
Language | Multilingual capabilities allow the AI to process inquiries from many languages | Not enough data | |
Conversational AI | The AI's responses to customer inquiries provide human-like organic conversations. The platform is able to understand a question no matter how it's worded and provide comprehensive answers | Not enough data |
