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Mothernode CRM Review

Product Snapshot

  • Sales Team Edition – $49.99/per user/per month*
  • Sales and Marketing Edition – $59.99/user/month*
  • Professional Edition – $69.99/user/month*
  • *minimum of 5 users required


Mothernode CRM is a SaaS solution, 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.

Customer Focus

Mothernode CRM is a great product for any SMB looking to apply a sales process and structure to their organization, especially for those businesses that have growing sales teams that are faced with enterprise sales management challenges. From one user to hundreds of users and most any industry (construction, real estate, marketing, advertising, field services, consulting, media, etc.)

Select Customers

iZone Imaging, Denver Carpet & Flooring, DFW Security, ASI Sign Systems, RIMs

View Vendor's Product Page

About Mothernode CRM

Mothernode CRMMothernode CRM comes with all of the modules and capabilities you would expect from a quality CRM, but they’re 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, Mothernode CRM 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.

Mothernode CRM let’s you group all of your customer locations and offices in one convenient profile, so you no longer need to search through a variety of records for the right information about one of your customers’ offices. Each office has its own individual account management team and you 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 your customers. Build tasks and create events from their profile, you can even have them sync to your Outlook and iCal.

Mothernode CRM 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


  • 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 quotes
  • Track quote win/loss and conversion ratios
  • Assign unique pricing levels and payment terms to each customer

KPI's and Reporst

  • Dozens of standard reports
  • Create and save custom reports
  • Export your reports to Excel
  • Scheduled email reports


  • 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

Mothernode CRM Screenshots

Mothernode CRM Videos

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