CRM Tutorials

CRM Tutorials

Discover the value Mothernode CRM by exploring the CRM Tutorials below. Review Contact and Customer management, create and process Lead, Opportunities and Quotes, as well as the basics of setting up your account with the videos below.

Customer Management

Experience how you can better manage and interact with your customers using Mothernode CRM. This overview also includes the quick steps to creating a customer.

Leads and Opportunities

Discover how to create, manage and track Leads and Opportunities in Mothernode CRM. This general overview will give you the basics you need to get started.

Quotes

Create pricing proposals. This demonstration offers users and reviewers alike a general overview of Mothernode’s quoting abilities.

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Line Items

Learn how to master the capabilities behind Mothernode’s CRM and ERP transactional line items for Quotes and Orders. Tips to making better pricing proposals.

System Defaults

Save time creating new records by applying system defaults to your most commonly use values.

Value Lists

Configure Mothernode to work for your company and industry by customizing your value lists to include your options.

You can find additional Mothernode CRM Tutorials from the Mothernode Youtube Channel. Check back often, as new tutorials are added regularly.

Discover the value Mothernode CRM can bring to your business by learning what veteran users have to say. Signup for your 15-day trial today! 

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