Leads and Opportunities

Managing leads and Opportunities couldn’t be easier thanks to Mothernode CRM! Enjoy the convenience of working with both leads and opportunities in a single, easy-to-use interface.

Customer Accounts

One screen provides a complete picture of your customer accounts, including associated transactions, related contacts, files, contracts, follow-ups, appointments, email, notes and more.

Contact Management

Simplify your contact management experience. Everything regarding your relationships are visible in an organized, easy-to-read screen. View your contact details in Mothernode or access them from Outlook.

Quotes and Proposals

No other CRM offers the feature-rich capabilities of Mothernode CRM Quotes. Users can generate beautiful quotes and estimates in record time, using multiple pricing sources, and then quickly send quotes electronically for digital approval.

Dashboards (KPIs)

Get some perspective. Mothernode CRM dashboards provide forecasting, trending, sales data, user data and more. Look deeper into your business for strengths within your business areas that need attention.

Scheduling and Sharing

Stay connected to your team and the activity within your organization that is important to you and your customers. Access your Mothernode calendar with your account or from Microsoft Outlook, Google Calendars or iCal.

Task Management

Whether you depend on the assistance of others or you need to make a list of To-dos for yourself, Mothernode Tasks help you to be more efficient. You can assign tasks, dispatch tasks and have tasks auto-create throughout your workflow.

File Management

Mothernode’s file management module is an accumulation of files that are uploaded from various modules including Customers and Contacts, Leads and Opportunities, and more. Users can track versions and share files with customers.

Locations and Directions

Mothernode Maps integration gives users the ability to geographically plot their customers as well as add select customers to a list to send to your phone.

Quoting Products Easily

Mothernode’s products and services module enables users to upload or add basic inventory items and standard product settings, such that adding like items to quotes becomes a more efficient process.

Advanced Searches

Create simple and complex data searches and save them for future use. Advanced searches gives Mothernode users the opportunity to set default listings and share searches with others.

Create Automated Reports

Create powerful and complete, customizable reports from within any module. Apply advanced search filtering to refine your results and have your reports automatically emailed to recipients at any interval.

Designing Email

Mothernode’s template studio makes designing agency-quality email fast and easy. Start your own campaigns and marketing sequences in little time.

Sending Campaigns

Just 4 steps is all it takes to send bulk email. Mothernode marketers can select from predefined lists or create new lists on-the-spot for sending mass email.

Follow-up Sequences

Create intelligent lead nurture campaigns and automate your sales and marketing communications. Add customers, contacts and prospects to one or more sequences.

Marketing Management

Get real-time results! Track your marketing campaigns and follow-up sequences. See which contacts and prospects are engaging with your messages. Track their opens and clicks.

Lead Capture Forms

Create lead capture forms for your website, landing pages, blogs and more. Automatically add lead captures to new marketing sequences and leads.

Online Registration Forms

Use Mothernode registration forms to let customers register for upcoming events. Connect registration forms to your Stripe account to accept payments. Add registrants to marketing sequences and reminders.

Marketing Analytics

Marketing analytics measure the financial success of your marketing campaigns and lets you identify your most profitable sales channels.

Prospect Better

Mothernode’s Lead Hunter service is designed to let business developers uncover leads based on industry and geography. Using cutting-edge technology, users can access contact information, email addresses and more.

Website Tracking

Get additional insights on your prospects and customers by tracking their activity on your websites and responses to marketing campaigns. Analytics and interest tracking show you precisely where your visitors are showing the most interest.

Manage Third-Party Relationships

Manage your vendor relationships as well as you do your customers. Get access to all your vendor interactions, including email, follow-ups and Purchase Orders (available in applicable editions).

Managing Goods and Services

You won’t find this level of inventory control in any other CRM. Create bundles, relate items to one another for easy up-selling, set multiple pricing levels, assign inventory to customer accounts and so much more.

Customer Service

Improve your customer service experience with Mothernode cases. Record customer issues, track communications, create new cases from email, track hours assigned to cases and escalate them accordingly.

Customer Service Online

Give your customers easy access to your customer support department by adding case web forms to your website, letting your clients open new cases 24/7/365.

Orders

Mothernode CRM Enterprise lets you convert quotes into orders and gives you everything you need to effectively process your order, including shipping and invoicing all or partial items.

Purchasing

Users can quickly create purchase orders right from the line items within their order or independently. Mothernode makes the process fast and easy. You can receive all or some items and be reminded when items to be received are overdue.

For Field Services

Easily create Work Orders for your field services crew and third-party installers. Work Orders can be scheduled, assigned and emailed to individuals or teams.

Customer Billing

Create Invoices from your orders and send them electronically for payment. Invoices and credit memos can be created independently. Users can also apply payments to invoices.

Shipping Integration

Mothernode CRM lets customers integrate with their UPS shipping account. Schedule UPS shipments when shipping orders and print labels directly from Mothernode. You can also access your UPS Shipping Logs from Mothernode.

Exports and APIs

Mothernode lets users download their Purchase Orders and Invoices into their accounting package or in some cases connect directly via API. Mothernode connects directly with QB online and Xero.

Work Order Scheduling

Users can easily schedule field crews by dragging and dropping jobs into the scheduling calendar. Installers and other field services team members can subscribe to their work order calendars on the desktop and mobile devices.

Commission Reporting

Mothernode gives companies the ability to assign up to three tiers of commissions to customers and control which goods and services within each line are commissionable. (Invoices required)

Feature Comparison Chart

You’re planning to grow. We’re expecting it.