As a Senior Geotechnical Engineer at NOVA Engineering, my favorite part of Lime CRM is its fully open customization, which lets me build the system around our civil and geotech workflows instead of forcing us to adapt to generic sales templates. Before we used Lime CRM on our municipal road improvement project last year, we relied on Insightly CRM, and I ran into a major work pitfall: the old tool had no way to log layered geotech project stages. I had to track borehole sampling, soil lab testing, foundation review and final report submission across separate Excel sheets, which once caused our team to miss updating a county highway project’s lab testing milestone. After switching to Lime CRM, I built exclusive custom fields and dedicated project pipelines purely for our geotechnical investigation business. I can record precise borehole coordinates, lab sample turnaround deadlines, client technical revision requirements and municipal approval progress for every project. When we handled a large residential subdivision geotechnical survey recently, I categorized all project phases in Lime CRM, so field engineers, lab technicians and project coordinators could check real-time progress without repeated meetings. I also love that its fine-grained permission control solves our data security pain points. We store all geotech drawings and test reports on OpenText Core Share, and I set differentiated permissions in Lime CRM: field staff can only log site visit notes, while only senior engineers can modify client bid data and final project statuses. Moreover, the structured client tag data in Lime CRM perfectly matches our Oracle Eloqua marketing automation work. I classify clients by municipal infrastructure, commercial foundation and residential project types, then export segmented lists for targeted technical email outreach. The customizable dashboards let me quickly filter high-priority pending report projects, greatly improving our overall work efficiency and avoiding the data chaos we faced with our old CRM system.

A relatively clear and manageable system.

The most helpful aspect of Lime Go is its ease of use for sales prospecting and lead management. It is very simple to track interactions with leads, set and manage tasks, add comments and notes per contact or company, and quickly access company data for cold calling and outreach. Customer support is very responsive. You can access it from any device with a browser, so it is very ideal for remote teams.