Mothernode CRM Features List

Mothernode CRM

Complete CRM for Small and Medium Sized Businesses

4.76/5 (37 reviews)

Mothernode CRM Feature Summary

  • Create and send invoices to your customer
  • Create and assign work orders
  • Manage your inventory, create bundles and much more
  • Customer accounts
  • Reporting
  • Calendar sync with Google
  • Integrate mail, calendars and contacts with Outlook
  • Create and send electronic quotes for signing
  • Get realtime updates on important activities
  • Distribute leads to your sales team
  • Apply lead scores to your opportunities
  • Create lead capture forms for your website
  • Assign and dispatch leads to your sales team
  • Manage all of your leads and opportunities in one list
  • Track and manager customer service issues after the sale
  • Comprehensive database listing all your customers
  • Listing of all your contacts
  • Create custom fields throughout the CRM
  • Automated reports
  • Create customizable reports that are automatically emailed
  • Receive realtime notifications
  • Create email templates
  • QuickBooks Online and Desktop
  • View realtime activity for all users
  • Integrate your Outlook and Gmail emails.
  • Blast emails to your customers
  • View different activities in realtime
  • Upload contracts, photos and other important documents
  • View email actions for your email blasts and campaigns
  • Create custom lead capture forms
  • View inventory counts
  • Setup multiple offices and companies in your account
  • Create commission reports for sales during any period
  • Track and manage customer service issues
  • Quotes, Purchase orders and work orders with digital signing
  • Create lead capture forms for your website and landing pages
  • Process your sales orders and create invoices
  • Create purchase orders for vendors
  • Manage sales orders
  • View realtime sales and pipeline activity
  • KPIs the give you a clear overview of your sales activity
  • Sales forecasting and advanced sales reporting
  • Synch calendars and contacts with Outlook
  • Drip campaigns

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (273 other apps)
Activity Dashboard (135 other apps)
Activity Tracking (95 other apps)
Automatic Notifications (132 other apps)
Automatic Reminders (128 other apps)
CRM Integration (93 other apps)
Calendar Management (124 other apps)
Contact Database (96 other apps)
Custom Fields (101 other apps)
Customer Database (103 other apps)
Customizable Branding (125 other apps)
Customizable Reporting (110 other apps)
Customizable Templates (106 other apps)
Data Import/Export (124 other apps)
Electronic Payments (98 other apps)
Email Integration (122 other apps)
Mobile Integration (100 other apps)
Reporting & Statistics (122 other apps)
Social Media Integration (112 other apps)
Third Party Integration (133 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


0 reviews

See all iOS Apps

Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

See all Android Apps

Mothernode CRM Feature Reviews

25 reviewers had the following to say about Mothernode CRM's features:

Bryan Sowder

Summit - Mothernode Review

2014-09-19

Pros

The Dashboards and the quotes we had customized are very nice.

Cons

I dislike having to save the reports down to your desktop and then sending through your own email. It should send and record the email in the program.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

8/10

Recommendations to others considering Mothernode CRM

It is not as flexible as other CRM's out there such as SalesForce, but it is well done. They were very helpful and diligent in the upfront conversion and came through on all our needs.

Source: Software Advice
Helpful?   Yes   No
Read more
Kathy Marshall

2012-05-16

Mothernode CRM allows me to organize and qualify the right HLA's (High Leverage Activities). This software has been nothing but amazing in enhancing our management of leads, reporting and campaigns.

Rating breakdown

Ease of use
Features
Customer support
Source: Software Advice
Helpful?   Yes   No
Read more
Patrick Smyth

A fantastic value

2017-10-19

Pros

The system is incredibly robust at a fraction of the price, perfect for a small business seeking help with customer retention and marketing.

Cons

The only problematic area for us is the number of fields to fill out to create proper reporting data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Andy Shevak

Powerful, Flexible CRM software that does everything I need.

2016-08-11

Pros

The ability to organize everything from sales leads to sales production and delivery. Ours is a business with lots of pieces and players. The Mothernode systems gives me the ability to look at a project at any time and get a quick snapshot into the project status.

Cons

Would be great to have this feature on the app, so I can keep up with all the case activity on my phone.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

I highly recommend Mothernode as it is a reasonably priced effective tool that will give your organization the ability to focus on your customer and their needs.

Source: Software Advice
Helpful?   Yes   No
Read more
Mark Jackson

Mothernode - The one solution for all your CRM Needs

2016-08-16

Pros

The ability to "build" the product from multiple components and issue individual purchase orders to multiple vendors without entering data a second or third time is a huge time saver for us.

Cons

The ability to import clients orders directly into Mothernode would further streamline our internal systems as well as the client experience.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

Request the demo and use the software for yourself. It is very intuitive. Start with the CRM and add the other modules as your business grows or the need arises. The implementation support, training materials and after the sales support is second to none. They are always there for us no mater what issue pops up.

Source: Software Advice
Helpful?   Yes   No
Read more
Dave Bruneau

Very good CRM - Highly Recommend!

2016-08-16

Pros

Mothernode has been a simple CRM to implement and use.

Cons

Also would be good to integrate with MYOB.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

Have a good understanding of your workflow. Get a demo. They have multiple editions to choose from. I would suggest beginning with what you need and grow into the other editions when you are ready. It was easier for us to start with the Sales Team Edition and then upgrade to the Marketing Edition once we had everything setup. We did this about 3 months later.

Source: Software Advice
Helpful?   Yes   No
Read more
Anne Khan

A very user friendly solution!

2016-08-11

Pros

From customer management and pricing proposal to quote KPI's, our small business has been able to track and analyze our sales activity. We migrated from another large well known CRM solution to Mothernode.

Cons

I would like to see more advanced search options in Tutorials Search Library.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

Great CRM solution for a small business. Mothernode offers all of the features to automate sales funnel processes as well as business analytics.

Source: Software Advice
Helpful?   Yes   No
Read more
Andy L.

Complete and Trusted Business Operations Solution

2015-11-02

The communication and notification features keep everyone on the same page, increasing overall accuracy and teamwork.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Bethany Bernatovicz

I depend on Mothernode everyday!

2016-08-13

Pros

Creative communication with notifications, time released reporting.

Cons

The timetable for modification. Limitations for some requests.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

This product will help your business, it is comprehensive, multi levels, drills down and is current with today's technology, I find cutting edge.

Source: Software Advice
Helpful?   Yes   No
Read more
Alison Burnett

Great software and great company!

2016-08-11

Pros

Easy to run reports and find what you are looking for.

Cons

I like how simple it is to make a PO from line items in the order, but I wish there was a way to automatically add items from 1 PO to multiple orders.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

Don't shortcut any implementation items. We had a bigger implementation process because we were bringing in data from our previous system. Rather than have our Mothernode account manager work with us to migrate the data, we manually entered everything and since we were new to the process we made many mistakes. Make sure you fully communicate your business process to them upfront. Draw it out, get everyone involved. They did everything we asked, but some things we left out that needed to be corrected after we started using it. Make sure you get everyone's feedback during evaluation process to make sure they do everything they need to before you go live with the software.

Source: Software Advice
Helpful?   Yes   No
Read more
Susi Reed

Kitchen Central Review of Mothernode

2014-10-10

Pros

Mothernode was even able to custom design a part of their system to meet our specific business needs.

Cons

Since a large majority of our staff are mobile and not in an office setting, having the ability to utilize MN on a mobile device more completely would be greatly beneficial.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

8/10

Recommendations to others considering Mothernode CRM

Have a clear understanding of the features needed for your specific business.

Source: Software Advice
Helpful?   Yes   No
Read more
Sheryl Teetz

Mothernode CRM

2016-08-30

Pros

We have been able to better track our leads through MN and report on progress with our marketing efforts thanks to Mothernode.

Cons

I am not fond of having to start over with a search instead of their being a back button feature. (Does that make since?)

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering Mothernode CRM

Utilize the Campaign features! Be sure that everyone on your team is aware of how valuable these fields are. Skipping them only hurts you and the companies progress.

Source: Software Advice
Helpful?   Yes   No
Read more
Denise DeRoy

Don't hesitate, try the demo.

2016-08-31

Pros

Easy access to our data we are better able to communicate with our customers.

Cons

You need to search each module for what you are looking for.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

Don't hesitate, try the demo. We left Sugar CRM because it was slow. Mothernode isn't.

Source: Software Advice
Helpful?   Yes   No
Read more
Kim Moscarino

CRM Tool and more!

2016-08-13

Pros

Mothernode allows me to log information and calendar it for the future.

Cons

I would definitely like to see the mobile version enhanced.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

For me, it's all about managing the client in the most efficient manner. Automatic triggers and notifications save me from worrying about what needs to be addressed today.

Source: Software Advice
Helpful?   Yes   No
Read more
Heather Diaz

Mothernode is such a pleasure to work with

2016-08-13

Pros

Mothernode allows us to place all our leads and opportunities with the unique documents and information (Patents, Docket Reports, Case Numbers, Attorney contact information) for our Expert Witness business, and manage and track our customer relationships.

Cons

Would love the back button to work like standard. It works sometimes, but not all the time.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

Mothernode will always help improve your requirements to meet your unique business needs. Listen to them!

Source: Software Advice
Helpful?   Yes   No
Read more
Areti Fonseca

Effective Solution for our Business Needs

2016-08-13

Pros

The ease and convenience of the product. Very easy to use.

Cons

The meeting synchronization, I would prefer to set up a meeting/schedule a call and it sync automatically.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

Department silos are being broken down and a major contribution is the CRM system that we all use.

Source: Software Advice
Helpful?   Yes   No
Read more
Elizabeth Way

Contact Database

2016-08-30

Pros

Everyone having the same updated contact information is huge.

Cons

Little problems when a person has one or more address.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

9/10

Recommendations to others considering Mothernode CRM

CRM All in one to manage your customers and contacts.

Source: Software Advice
Helpful?   Yes   No
Read more
Daniel Friedman

Great product for those who don't need the expense and complication..

2016-09-07

Pros

With Mothernode, the being able to quickly enter the few necessary fields means our sales people are actively using the program, which leads to better tracking and makes it easier to follow up, and close more sales.

Cons

While they absolutely work, their design is a bit old and our responsive website requires two different versions of the same form so that users can see a correctly sized form based upon if they are accessing via a phone or a desktop computer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering Mothernode CRM

We are increasing accountability with our sales people. Previously they sales people would be on the road and we would only get emails back about progress without knowing what customers they might be vising. Now we can better understand what our sales staff is doing and in turn, the ability to follow up as a company with new leads has increased our sales.

Source: Software Advice
Helpful?   Yes   No
Read more
Lylee Kazem

Great Platform and Unbeatable Customer Service

2016-09-08

Pros

Far above and beyond the actual system, we are impressed by the level of customer support provided by MN.

Cons

We are on a web-based email system and have had some issues utilizing all the features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

If you are a small to medium sized business MN is a great tool. Clean and easy to use.

Source: Software Advice
Helpful?   Yes   No
Read more
Greg Mcclure

I work with Mothernode every day as my primary CRM tool.

2016-08-05

Pros

Obviously you can use it to do all your lead-tracking, quotes, orders, and invoicing, but that's the job of any CRM. The real value add for Mothernode is efficiency.

Cons

Really the only annoyance I can think of is that the back button in the browser doesn't work very well for navigating, but I'm not sure if that's a reflection on the product so much as on php.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

Focus less on the core tasks like leads, quotes, orders, POs, and invoices. Focus more on what kind of tools the software gives you to make doing all those core tasks more efficient.

Source: Software Advice
Helpful?   Yes   No
Read more
David Caruso

Mothernode helps me manage my projects

2016-08-04

Pros

Mothernode allows me to easily manage the daily status of my projects from quoting and orders to tracking my purchase orders.

Cons

Would like to see vendors in the Mobile App.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

Make sure you are familiar with all your business processes first so you know what to transition into the software. It's easy to use. Don't import old data and follow their recommendations. They make it easy.

Source: Software Advice
Helpful?   Yes   No
Read more
Mark Wegelin

Mothernode is extemely vaulable to the sales team as it is quick and e

2016-08-29

Pros

I like the fact all the info pertaining to the account is in one spot and with click of the mouse you can download/export all the info needed for a client meeting.

Cons

I would like to see the ability to access both prospects and current accounts in the same search. This maybe available but we do not currently use it. Also speed has been an issue but did seem to get resolved...

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

You owe it to yourself and your sales team to test drive this product.... You will not be sorry.

Source: Software Advice
Helpful?   Yes   No
Read more
Ben Horne

Great system from a great company

2016-09-01

Pros

Lack of communication was a big problem, and this was a huge reason I pushed for our company to get a CRM system.

Cons

It sometimes will tell me that it can not find one of my contacts when I search for them by name, so sometimes I have to go find them by looking their company up first.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

Definitely use them. They care about truly helping their customers. Communication, and documentation. It has been easier to communicate internally, and I am seeing so much more data and information being uploaded and attached to a specific account. This will help us retain knowledge that would either walk out the door when an employee left, or get lost when somebody lost the paper they took notes on.

Source: Software Advice
Helpful?   Yes   No
Read more
Andy Bernatovicz

Stable

2017-01-20

Very rarely is there a glitch or hiccup. Data is safe and secure.

Pros

New best practices email is great.

Cons

Wish it had a few more functions with job costing. Wish we utilized its full potential.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Mothernode CRM

Test out your new system for 30 days before you decide to buy.

Source: Software Advice
Helpful?   Yes   No
Read more
Judy Ochoa

Mothernode is easy and run our business

2016-08-11

Pros

The customer module works very well to keep tack of customer locations and contacts within a company.

Cons

I would really like to see an integrated accounting software module as well as an integrated e-commerce module. Right now we connect to Quickbooks.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Mothernode CRM

Think through your internal procedures prior to using Mothernode and adapt them to the capabilities of the system.

Source: Software Advice
Helpful?   Yes   No
Read more