Enterprise Edition

Our most complete CRM for all your business needs

Product Overview

Achieving sales goals and sustaining growth relies on having a fully capable, all-in-one CRM solution to run your business from end-to-end. Mothernode Enterprise does just that, giving your business a complete workflow from sales to invoicing and everything in-between.

Contact Management

View every interaction you have with your contact in one easy-to-manage screen. With single-screen snapshots and streamlined access to all contacts, everyone has the information they need, when they need it.

Account Management

Every transaction, note and communication is always at your fingertips. Mothernode’s Customer Account Management makes it easy to connect and continually engage your customers – from marketing to ongoing account relations.

Leads and Opportunities

When opportunity knocks, you want to be there to answer. Mothernode gives you the sales tools you need to sell better and manage your pipeline more efficiently – close more deals with less effort.

Sales Management

Quickly access intuitive tools, dashboards and automated reporting to give you the perspective you need to manage your sales force and business, whether you have a team of 3 or 300.

Quotes and Proposals

No other CRM has a more complete, built-in quoting system. While many other CRMs rely on interfacing with third-party quoting software, Mothernode gives you everything you need and more. Its intuitive interface coupled with powerful and automated features gives you what you need to produce pricing proposals quickly.

Tasks and Events

Mothernode gives you the tools you need to manage your time, communications and projects more effectively. Tasks and Events are the cornerstone of customer management as well as the sales process. Never worry about missing milestones, losing notes or forgetting appointments again.

Marketing Automation

Boost close ratios with less effort. Simplify and grow sales with Mothernode CRM’s marketing automation features. Increase your engagement with new prospects and existing customers.

Business Intelligence (BI)

Key Performance Indicators (KPIs) give you real-time information about your sales and marketing activities. Get the information you need with clean, easy-to-read dashboards. Discover the true results of your efforts.

Website Visitor Tracking

Just because your leads aren’t responding to you it doesn’t mean they aren’t interested in your services. Track contacts and prospects as they visit your website and see what peaks their interest. You even get real-time notifications.

Event Registration

Generate more leads with Mothernode Events. Promote your events and capture registration information online, turn registrants into leads instantly, inject them into your marketing sequences, and so much more.

Collaborate with Dialogue™

Stay connected to your customer accounts and their activity, in real-time, at your desk or on the phone with Dialogue™. Mothernode’s social media-style collaboration features keep you informed of important events on every account you own or follow.

Mobility

No business professional can succeed today while remaining tethered to an office or a desk. Mothernode’s mobile platform is a great CRM companion in the field for sales reps and sales managers on the go.

Advanced Inventory

Whether you stock product or sell only services, Mothernode CRM’s inventory module gives you more options when creating quotes and orders. You can easily bundle goods and services or link products and services together to provide up-sell options more efficiently.

Case Management

Providing the support your customers deserve requires a platform that can help you deliver the results they expect. Mothernode’s Case Management lets you track customer support incidents, save email conversations and offer a positive experience from opening the incident to successful resolution.

Orders

Extend your workflow to manage everything that happens after the business has been won! Mothernode Sales Orders provide you with what you need to fulfill orders and make sure your products are delivered on-time, every time. You can even integrate your UPS Online Shipping function into Mothernode Orders to save time and increase productivity.

Purchase Orders

Purchase Orders are an essential component for any company that relies on reselling goods and services from vendors or partners they depend on. Mothernode makes purchasing a breeze. You can quickly create POs from the related customer sales order with a few easy clicks.

Work Orders

Work Orders provide you and your team the ability to schedule field service activities internally or with third-party subcontractors. Create them independently or from within sales orders. Send digital copies for approval and sync to your Outlook, Gmail or Google Calendars to eliminate duplication and increase efficiency.

Invoices

Streamlined customer invoice generation and communication means faster payments with Mothernode Invoices. Create complete invoices, partial invoices and even progress invoices when milestone payments are expected. You can download invoice data or connect to your favorite accounting package.

Electronic Deposits

Get to work quicker by letting your customers pay deposits online via credit card or ACH. Mothernode CRM integrates with both Stripe (CC processing) and Plaid (ACH payments)

Accept Online Payments

Offer your customers the convenience of paying their invoices online via credit card or ACH. Get paid faster with Mothernode CRM.

Learn more about Mothernode

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