Edition Overviews
Each Mothernode Edition is packed with features and capabilities that can help your business. Below is a visual listing of available modules in each edition, to help you determine which Mothernode CRM plan is right for you. For a complete listing of capabilities, talk to one of our product specialists or schedule a demo.
Feature Comparison Chart
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Sales Management | ||||
| Lead Management | ||||
| Opportunity Management | ||||
| Lead Dispatching | ||||
| Pipeline Management | ||||
| KPI Dashboards | ||||
| Custom Reports | ||||
| Report Automation | ||||
| Report Archiving | ||||
| Quotes & Estimates | ||||
| Deposit Invoices | ||||
| Reminders | ||||
| Products & Services Listing (used with quotes) | ||||
| Proposal Templates | ||||
| Email Templates | ||||
Account Management | ||||
| Customer Management (unlimited customers) | ||||
| Contact Management | ||||
| Vendor Management | ||||
Productivity | ||||
| Events | ||||
| Tasks | ||||
| Smart Tasks | ||||
| Collaboration (Dialogue™) | ||||
| Notifications (Real-time) | ||||
| Calendars (+ Group Calendars) | ||||
| Reminders | ||||
| Activity Feed | ||||
| File Cabinet | ||||
| Import / Export Records | ||||
| Global Search | ||||
Pricing Options | ||||
| FreeForm (Basic) | ||||
| Products & Services (LT. Inventory) | ||||
| Inventory | ||||
| BOM Pricing | ||||
| Order History | ||||
| Bundles | ||||
| Sub Item Pricing | ||||
Marketing | ||||
| Marketing Automation | ||||
| Email Marketing | ||||
| Campaigns | ||||
| Follow-up Sequences (Lead nurturing) | ||||
| Campaign Analytics | ||||
| Delivery Tracking (reads, opens, bounced, etc) | ||||
| Template Studio | ||||
| 25,000 emails/month | ||||
| Unlimited Contacts (emailing) | ||||
| Lead Capture Forms | ||||
| Website Visitor Tracking | ||||
Workflow | ||||
| Case Management | ||||
| Case Web Forms | ||||
| Purchase Orders | ||||
| Inventory (Advanced Module) | ||||
| Sales Orders | ||||
| Order Automation | ||||
| Recurring Orders | ||||
| Work Orders | ||||
| Work Order Scheduling | ||||
| Invoices | ||||
| Progress Invoicing | ||||
| Credit Memos | ||||
Integrations / Add-ons | ||||
| APIs | ||||
| Outlook Add-in (Windows) | ||||
| Outlook 375 (Mac and Windows) | ||||
| Gmail (Chrome Extension) | ||||
| Google Calendar | ||||
| QuickBooks (Online) | ||||
| QuickBooks (Desktop) | ||||
| Xero | ||||
| Stripe CC Processing | ||||
| UPS Online | ||||
| FedEx | ||||
| Constant Contact | ||||
| Plaid (ACH processing) | ||||
| Mothernode Lead Hunter | ||||
Mobile | ||||
| Android | ||||
| IOS |