CLOUD CRM

Mothernode CRM Review

About Mothernode CRM

Mothernode CRM comes with all of the modules and capabilities expected from a quality CRM, but delivered to the customer in a user-friendly, easy to navigate interface. The program prides itself of making users more efficient, by automating many processes in the selling cycle. In addition to providing KPIs and advanced reporting users would expect, the platform sends weekly sales reports via email to reps and their managers with progress updates so they can alter strategies when needed. In addition, no annual contract is required.

The software allows users to group all customer locations and offices in one convenient profile, so users no longer need to search through a variety of records for the right information about one customers’ offices. Each office has its own individual account management team and users can track all of their activity and transactions on one single screen. Get a snapshot of their real-time financial transactions, quick access to detailed records, and all third-parties associated with their customers. Build tasks and create events from their profile, users can even have them sync to their Outlook and iCal.

About the Company

Mothernode CRM was founded in 2009 and is headquartered in Irving, Texas.

Mothernode CRM Key Features

• Create new opportunities and quotes for customer
• Manage multiple customer locations on one screen
• Assign multiple contacts to customer profiles
• Associate third-party contacts with 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
• Dispatch new leads and opportunities to sales reps