Schedule Events
Plan meetings or important events with your customers and contacts directly from their customer profile and have them sync in MS Outlook or iCal.
Correspond Better
Record all of your activity and interactions with your customers, contacts and leads and opportunities, always keeping your most recent correspondence at the top of the list.
Email Integration
Mothernode CRM lets you capture all of your email correspondence with your customers, contacts and prospects. Create the email directly from Mothernode and send it via MS Outlook or Mac Mail.
Make History Journal your customer and contact activity
Keep your records current and never miss a beat when interacting with your customers and contacts. Mothernode includes a running wall of interactions in customer and contact profiles as well as new leads. Use events to plan meetings, author emails, record notes, document follow-ups and share any activity you want to with colleagues.
- Plan meetings
- Journal customer interactions
- Schedule events
- Add notes
- Share your correspondence with colleagues
- Set important reminders
- Synchronize calendar events with MS Outlook or iCal