G2

Verified User in Civil Engineering

Mid-Market (51-1000 emp.)

8/16/2026

"Highly Customizable CRM, Perfect for Complex Projects"

4/5

What do you like best about Lime CRM?

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. Review collected by and hosted on G2.com.

What do you dislike about Lime CRM?

The biggest drawbacks of Lime CRM all stem from its insufficient functional refinement for field engineering and automated office workflows, which have caused me real operational troubles in daily geotechnical work. First of all, its native automation function is extremely rigid and cannot identify the custom geotech fields we set up. Last quarter, we took on a multi-phase urban road subgrade stabilization project, and I tried to set up automatic reminder alerts for pending lab test reviews and report submission deadlines in Lime CRM. But the system’s built-in triggers failed to recognize our self-defined “laboratory testing pending” field. No automatic pop-up reminders were generated when the milestone was overdue. Our team missed the best review window, forcing us to rush to revise geotechnical analysis data overnight to catch the client’s construction bidding deadline, which brought huge work pressure. In addition, its mobile adaptation is very unfriendly for on-site engineers. I often go out for site reconnaissance and borehole inspection, and I need to take on-site soil condition photos and record preliminary field notes in real time. But Lime CRM’s mobile terminal cannot quickly call up our custom project fields, and uploading pictures and editing field records is very laggy and cumbersome. I have to save all field information on my mobile phone and uniformly update it after returning to the office. During a recent park foundation investigation, I forgot a small on-site soil anomaly detail due to delayed recording, which required a secondary site verification. Review collected by and hosted on G2.com.

What problems is Lime CRM solving and how is that benefiting you?

Lime CRM completely solved the scattered data and disjointed team collaboration problems that plagued our geotechnical consulting work for a long time. Previously, we used Insightly CRM paired with scattered Excel forms, cloud files and meeting records, resulting in serious information silos. I encountered a typical work accident in a commercial building foundation project: the field engineer’s site soil sampling records, the laboratory’s test data feedback, and the client’s revision opinions were stored in different places. When sorting out the final geotechnical report, we missed a key client foundation adjustment requirement, leading to the first version of the report being rejected and delaying the project delivery by three working days. After we fully deployed Lime CRM, all project links including site reconnaissance, sampling testing, technical review and client approval are unified in one platform. I bind all project documents stored in OpenText Core Share and meeting minutes from Paradiso Web Conferencing Tool to the corresponding CRM project cards, so every team member can check the complete project track at any time. At the same time, it solves the inaccuracy of our Oracle Eloqua outreach work. In the past, we could only send unified mass emails to all clients, which once led to us sending road engineering technical updates to residential construction clients, causing unprofessional marketing errors. Now we use Lime CRM’s precise client segmentation tags to screen audiences, making our automated marketing campaigns highly targeted. Overall, Lime CRM eliminates repeated communication confirmation and data sorting work, avoids project errors caused by information omission, standardizes our full-process geotechnical project management, and greatly stabilizes our client cooperation and project delivery quality. Review collected by and hosted on G2.com.