Mothernode CRM

Puntos a favor

Using Mothernode is like combining only the best features from the other big software companies into one program and not incorporating the clunky features that do not work. They seamlessly integrate a robust CRM in with their project management, purchasing and production planning module to create a system that can handle orders from prospect to invoice. Mothernode also give the user the ability to quickly track real-time data and generate custom and useful reports that are paramount to running any business.

Although the system can do everything Mothernode also built the modules to stand alone to be used the way that bests suites your business. The CRM itself is a very powerful tool that will keep any sales team on track and organized to close more projects.

The Mothernode CRM does a superior job of managing contacts and tracking prospects to opportunities to clients. This reduces the need to input the same data multiple times when the projects progress through the system saving time and errors. In my business we are often required to order materials from multiple vendors for one product. 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.

Overall, our employees are more productive with less errors and generally happy to be using a system that fits their needs so well. To often the value of software is measured in dollars and cents and the employees ease of use is not taken into consideration.

Puntos en contra

We would love to see a client facing portal added that could serve as an on-line store or on-line ordering system. The ability to import clients orders directly into Mothernode would further streamline our internal systems as well as the client experience.

Consejos útiles

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.

Puntos a favor

Mothernode is easy to use. We use it to run our entire business. Quotes, Orders, Invoices, Purchase Orders, etc. It keeps things simple. Easy to run reports and find what you are looking for. I really like the flexibility I get working in the cloud so I can work remotely if/when I have to. I also like being able to send invoices to customers through the system and see how many times they've opened them. We can do the same thing with quotes and POs. It makes life easy.

Customer service is great and very receptive to some of our ideas and have implemented a lot of our suggestions over the years.

Puntos en contra

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. It would be nice if we could have a customer portal that would allow our customers to access their invoices, etc.

Consejos útiles

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.