Mothernode CRM Review

About Mothernode CRM

www.mothernode.com

In 2009, Mothernode released their pilot SaaS product, Mothernode ERP, to small and medium sized businesses that were in need of a unified business solution. Mothernode ERP included CRM and SFA capabilities along with inventory management, order management, invoicing and vendor management. The product still touts itself as an ideal solution for customers who are looking to streamline business operations or who are impeded by operational limitations of QuickBooks or Peachtree.

While Mothernode has seen much success with their ERP, it was clear there was another market for customers that were looking for a fraction of the identical capabilities available in the ERP that were exclusive to CRM and SFA. This prompted Mothernode to deliver its second product of the same series, Mothernode CRM. Mothernode’s CRM product brings the entire customer management and sales capabilities of the ERP, packaging them as a complete SaaS CRM solution for SMBs. Because Mothernode CRM is a lighter version of the larger application, customers can convert to the full ERP solution at anytime without absolutely no effort. ERPs and CRMs service two distinct markets and audiences. ERPs provide a total end-to-end solution for businesses, while CRMs (with SFA) provide a solution for a component or pocket of users in the business. The ability to offer both expands Mothernode’s customer base and gives CRM users a larger product to grow into should they need it one day.

What Mothernode CRM Can Do

Mothernode CRM is a SaaS solution designed to help individuals and sales teams alike be more effective in their sales process by giving the tools they need to be successful for a fraction of the cost of some of the better known enterprise CRMs. Mothernode CRM strikes a healthy balance that delivers the ability personalize the software to individual business, industry and processes, while applying a structured method to selling and customer management. Unlike most other CRM software, Mothernode CRM’s feature-rich, powerful capabilities are wrapped around an elegant, simple to use interface that makes information accessible and easy to manage. It’s interface design and ease of use are key to being a successful companion to your sales force. Sales reps spend less time entering data and more time selling, and because Mothernode CRM is cloud based, Sales Managers can stay on top of business in real-time, no matter where they are.

Features include a full-featured leads and opportunities module, converting contacts to customers with one click, events and tasks sync to your calendar, independent quoting module, in module reporting, advanced searching, custom reports, and much more.

Satisfied Customers

ASI Sign Systems, Inc., iZone, CI Web Group, Spindustry

CRM Products

• Mothernode CRM

Product Key Features

Customers and Contacts

• Create new opportunities and quotes for your customer
• Manage multiple customer locations on one screen
• Assign multiple contacts to your customer
• Associate third-party contacts with your customers
• Convert existing contacts into new customer accounts
• Real-time Social Media updates for customers and contacts
• Import customers and contacts from Excel
• Track all events, calls, emails, notes and meetings
• Create tasks for customers or contacts
• Leads and Opportunities
• Dispatch new leads and opportunities to sales reps
• Synchronize bid dates and times with Outlook or iCal
• Use predefined selling processes or make your own
• Assign opportunity values and potential values
• Include estimated close dates and invoice dates
• Track the progression of leads and opportunities with next steps
• Use promo codes to track revenue by lead source
• Track known competitors pursuing the same opportunity
• Capture leads directly from your website
• Create and assign tasks for your leads and opportunities
• Track all calls, emails, appoints and events

Quotes

• Add your most common service items or create line items from scratch
• Combine products and services to make a single line item
• Add your own custom terms and conditions
• Print PDF quotes to send electronically
• Track revenue sources
• Duplicate existing quotes to save even more time
• Create sales receipts for required deposits
• Assign tasks to your quote
• Track quote win/loss and conversion ratios
• Assign unique pricing levels and payment terms to each customer
• KPI’s and Reports
• Dozens of standard reports
• Create and save custom reports
• Export your reports to Excel
• Scheduled email reports

Events

• Record call and meeting activity
• Plan strategic events and next steps
• Assign multiple contacts to your events
• Create and assign tasks for your customers
• Synchronize calendar events for Outlook and iCal
• Capture email conversations
• Improve collaboration with your team
• Automatically build activity lists for your business

Technology

Mothernode CRM is a SaaS, available 24/7/365 wherever you have an internet connection. Compatible with all common browsers such as Safari, Google Chrome, Internet Explorer, Firefox, etc. Mac and PC-compatible.

Bottom Line

Many companies struggle with finding the right CRM fit for their needs. They often struggle with the cost benefits, application limitations, and ultimate capabilities or functionality. Mothernode CRM’s software and subscription model are constructed to work hand-in-hand to eliminate those obstacles and deliver a lasting CRM solution that with help customers grow. Mothernode CRM delivers world-class capabilities for a fraction of the cost of most enterprise CRM software programs, making it a sound investment for any company. Mothernode CRM customers will never be automatically accelerated into another class of service unlike other more commonly known CRMs on the market.