The following is a visual index of core functionality available in each Mothernode CRM edition. For a complete listing of all features and an in depth overview, contact a Mothernode Advisor for details.

Mothernode CRM | Sales Team Edition

Start with everything a business needs to get organized and grow sales. This edition focuses heavily on Sales and Customer Management.

Customers

Customer Accounts

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

Contacts

Contact Management

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

Opportunities

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.

Quotes

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 send them electronically for digital approval.

Dashboards

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 and areas that need attention.

Calendars

Calendars

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.

Tasks

Tasks

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

File Manager

File Management

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

Maps

Maps

Mothernode Maps integration give users the ability to geographically plot their customers as well as add select customers to a list to plot directions to.

Items

Products and Services

Mothernode’s products and services module allows customer to upload or add basic inventory items and standard product settings to make adding like items to quotes a more efficient process.

Filtering

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.

Reporting

Custom 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.

Mothernode CRM | Sales & Marketing Edition

Mothernode’s Sales and Marketing Edition gives you everything available in the Sales Team Edition, along with a full suite of marketing automation services to become your own digital agency.

Template Studio

Designing Emails

Mothernode’s template studio makes designing agency quality emails fasts and easy. Start your own campaigns and marketing sequences in no time at all.

Campaigns

Sending Campaigns

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

Lead Nurturing

Follow-up Sequences

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

Marketing

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

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.

Registrations

Registering for Events

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

Analytics

Marketing Analytics

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

Lead Hunter

Prospect Better

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

Mothernode CRM | Professional Edition

Mothernode’s Professional Edition gives you everything available in the Sales Team Edition and Sales and Marketing Edition, and includes these features.

Vendors

Vendor Management

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

Inventory

Inventory Management

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.

Cases

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.

Case Web Forms

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.

Mothernode CRM | Enterprise Edition

Mothernode’s Enterprise Edition is the most complete edition in the set and made to run small businesses. It contains everything available in all other editions, plus the following.

Sales Orders

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.

Purchase Orders

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 receiving items are overdue.

Work Orders

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.

Invoices

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.

UPS Integartion

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.

Accounting

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.

Scheduling

Work Order Scheduling

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

Commissions

Commission Structure

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.

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