Differentiate yourself in the market!
As an Accounting Firm, customer communication and updates are critical to your clients and their businesses, and staying in touch with your customer base is essential to your business. If you think world-class digital marketing and communication automation are capabilities exclusive to larger firms, think again! Regardless of the size of your firm, Mothernode CRM gives you everything you need to effectively manage your customer base and grow your business.
• Manage all your customers and contacts in a single screen
• Create captivating emails in minutes
• Add customers and prospects into seasonal sales drips
• Automate follow-ups and appointment setting
• Integrate with Outlook and Gmail
• Track client communications
• Collaborate with others on your team
Maximize your Opportunities
Better insight and control of your opportunities pipeline ultimately translates to more business. Mothernode CRM provides powerful yet user-friendly management of opportunities so you can close more business, faster.
- Automate follow-ups and lead nurture campaigns
- On-the-fly updates from the opportunities list
- Quickly schedule calendar events and tasks
- Customize reports to prioritize relevant data
Easy Contact Management
Mothernode CRM makes it quick and easy to locate and manage all contact data, from one location. Management of contact marketing campaigns, transactions, correspondence and events, are all just a click away.
- Quickly view and initiate marketing campaigns
- Add and edit contact data within seconds
- Easy-access to create new contact calendar events
- Review all contact-related transactions from one location
Find out what Mothernode can do for you
Oh yeah. You can also do all this…
Unlimited Customers and Contacts | Send up to 25,000 emails/month.
Simplified Sales Management
Visualize Your Sales Process
Whether you’re trying to organize and prioritize your pipeline or get a complete picture of your sales activity, Mothernode CRM’s Board View gives you a simple, yet powerful perspective on your sales activity. Drag and drop Leads and Opportunities as they advance through your sales process. Pin your favorites to the top and easily review and update details, all from the Board View. Apply powerful filtering features to build your ideal board.
Centralized customer data
When it comes to effectively managing your customer data, Mothernode delivers! Everything you need to know about your customer is available in a simple, easy-to-read customer profile. Customize tabs, access contacts and record details. From customer notes and appointments, to communications and follow-up sequences, managing your accounts has never been easier.
Powerful, professional rapid pricing
Hands-down one of the most powerful quoting modules you’ll find in any cloud CRM. Everything you need for producing quotes and estimates quickly. Mothernode quotes include version tracking, products and service listings, deposit tracking and can be delivered for electronic signing.
Intelligent solutions for distributing relevant content
Work smarter, not harder. Mothernode’s email marketing automation gives you access to powerful content distribution features that will save you time and make you money. Expanding your engagement capabilities means broadening your opportunities like never before. Whether you’re looking to compliment your sales process or retain more customers through better customer service, Mothernode’s email automation features are a must-have.
Design tools for non-designers
Mothernode CRM’s Template Studio makes designing captivating email a breeze. Drag and drop content from your desktop or image library, quickly add text, links, buttons and more, and voila you’ve got a brand new, stunning email that your prospects can’t wait to receive!
Information you want, when you want it
Do you forget to run reports? Mothernode doesn’t! With built-in report automation features, you always get the information you need, when you need it. Mothernode’s custom report features, available in each module, let you create your own reports and schedule them to be delivered to any email address you want. Build reports for yourself or send them to your team.
Stay in the know
With everything going on in your business, from sales to customer service, there’s so much to keep track of. Mothernode CRM’s notifications provide updates in real-time. Subscribe to the notifications most important to you and you’ll always be in-the-loop.
Website Visitor Tracking
Mothernode CRM gives you real-time notifications when your contacts (either leads or customers) visit your website. Mothernode provides users with additional analytics, giving them insight into their prospect’s precise interests. Track as many domains and websites as you want!
Lead Capture Forms
Fill your funnel
Mothernode’s Lead Capture forms let you create and stylize forms for your website, blog and email marketing campaigns. Harvest your online leads and instantly inject them into your sales and marketing processes.
Turn Registrations into Lasting Customers
Trainers, speakers, consultants and event managers can harness the power and efficiency of Mothernode’s Event Registration platform. Design beautiful registration templates, accept registration payment and use Mothernode’s marketing automation for upcoming event announcements and long term follow-ups.