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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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 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.
Mothernode’s template studio makes designing agency quality emails fasts and easy. Start your own campaigns and marketing sequences in no time at all.
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.
Create intelligent lead nurture campaigns and automate your sales and marketing communications. Add customers, contacts and prospects to one or more sequence.
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.
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.
Marketing analytics measure the financial success of your marketing campaigns and lets you identify your most profitable sales channels.
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.
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).
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.
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.
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.
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.
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.
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.
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 job to the scheduling calendar. Installers and other field services can subscribe to their work order calendars on the desktop and mobile devices.
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.