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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
API Access
Has API
Integrations
ClicData
Constant Contact
Gmail
Google Calendar
HubSpot Marketing Hub
LinkedIn
Mailchimp
Microsoft Outlook
Obsidian SmartDocs
QuickBooks Online
Integrations
ClicData
Constant Contact
Gmail
Google Calendar
HubSpot Marketing Hub
LinkedIn
Mailchimp
Microsoft Outlook
Obsidian SmartDocs
QuickBooks Online
Pricing Details
$24.99 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
