By uploading financial information from your own business system to Lime CRM, we are able to provide an even deeper customer view. And all customer information is synchronised instantly!
- Sales reps can see net sales for the current year, last year and last year to date, directly on the company card.
- Time spent on administrative tasks is reduced for all employees. A new customer, or new information on a customer, is available in both systems with a simple click
- Booked invoices and individual invoice items are easily accessible for customer service when customers call in with an inquiry.
- Sales reps can easily assess the customer relationship thanks to a graphic overview of all booked invoices in the past five years.