Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
Mothernode, a cloud-based CRM solution that is all-inclusive, is designed for small and medium-sized businesses in a variety industry verticals. Mothernode CRM allows companies to automate and manage their sales and marketing processes, as well as create a business platform to run their businesses. Mothernode CRM has a range of solutions that can be used to track and nurture sales leads, create quotes, and invoices. There are many editions available to suit your needs and budget.
Mothernode, an all-in-one CRM system, helps businesses save time, money, and allows all users to share information, such as emails and documents, notes, tasks and calendars, across all departments in real-time. Mothernode facilitates collaboration, increases productivity, and reduces redundancy. Integrations with Outlook, Gmail, iOS and Android devices are also efficient.
Description
From initial prospecting to becoming a valued client, our services provide comprehensive support. You can conveniently monitor activities, take notes, and oversee your pipeline with ease. Our system allows for seamless integration of your inbox so that essential emails are automatically synced with your CRM. Accelerate your deal closures with our unique interactive prospect portal, an integral part of the CRM tailored specifically for the finance sector. Designed with the needs of financial professionals in mind, Obsidian’s Business Intelligence Suite features a wide array of plugins that empower financial firms to effectively analyze portfolio and investor metrics. This includes tracking subscriptions by portfolio, sales representative, or advisor, as well as providing insights into performance, risk analytics, and account activity alongside PnL tracking. With Obsidian’s interactive client portals, you can engage with various client types, from institutional investors to high-net-worth individuals and professional firms. This suite not only delivers exceptional adaptability in client communication but also ensures that all investment management firms can meet their unique requirements with ease. Ultimately, our solutions are crafted to enhance client relationships and streamline financial operations effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
ClicData
Yes
Constant Contact
Yes
Gmail
Yes
Google Calendar
Yes
HubSpot Marketing Hub
Yes
LinkedIn
Yes
Mailchimp
Yes
Microsoft Outlook
Yes
Obsidian SmartDocs
No
QuickBooks Online
Yes
Integrations
ClicData
No
Constant Contact
No
Gmail
No
Google Calendar
No
HubSpot Marketing Hub
No
LinkedIn
No
Mailchimp
No
Microsoft Outlook
No
Obsidian SmartDocs
Yes
QuickBooks Online
No
Pricing Details
$24.99 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Mothernode
Founded
2009
Country
United States
Website
www.mothernode.com
Vendor Details
Company Name
Obsidian Suite
Founded
2013
Country
Canada
Website
obsidiansuite.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Investor Relations
Automated Reporting
No
Compliance Management
No
Custom Emails / Newsletters
No
Data Centralization
No
Deal & Acquisition Management
No
Document Creation
No
Document Management
No
Electronic Signature
No
IR Website Builder
No
Investor CRM
No
Investor Transactions / Valuations
No