Best Mac CRM Software

Have you heard about Mac CRM Software? CRM here brings a Mac-based software that can be used by entire organizations to manage your salesforce and increase sales. In any business, the customer is the main source of success. Apart from simply purchasing the products, the customers do impact your company in certain ways. CRM for Mac is software made for MAC users. It is a cloud-based solution built particularly for Mac OS. A highly configurable and multi-user system includes all features of traditional CRM, which include contacts, accounts, pipeline, campaign, issue tracking, reporting, workflow, emails, and many more. CRM software for Mac is suitable for all small and medium-sized organizations or companies that use Mac. This is an excellent option for managing customer relationships; only a few CRMs for Mac are available on the market. Therefore, to find the top CRM software, you need to evaluate the options available for your customer relationship management. Below, we bring a list of the best Mac CRM software designed to serve the needs of small and large businesses.

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  • Buyer’s Guide

List of Best Mac CRM Software

Pipedrive

Sales CRM & Pipeline Management Software

Pipedrive is an outstanding CRM software designed to simplify and optimize sales processes for businesses. Its straightforward interface helps teams manage leads and deals efficiently. The software enables users to track communication, set reminders, and prioritize tasks, ensuring that opportunities are not missed. Pipedrive's visual sales pipeline provides a clear overview of deals, making it ... read more about Pipedrive

NA

Contact Vendor

United States

Bigin by Zoho CRM

The easiest CRM to manage your customers

Bigin by Zoho CRM is a streamlined and user-friendly CRM solution, designed specifically for small businesses. It focuses on simplifying customer relationship management processes. The software offers essential features like contact and deal management, enabling businesses to efficiently track and nurture customer interactions. Pipeline management is a key feature, providing a clear overview of ... read more about Bigin by Zoho CRM

15 Days

$7 Per month

United States

HubSpot CRM

Free CRM Software & Tools for Your Whole Team

HubSpot CRM is a versatile software designed to simplify and optimize customer relationship management for businesses. With an intuitive and user-friendly interface, it allows organizations to manage contacts, track leads, and nurture customer relationships effectively. HubSpot CRM provides a centralized place for teams to collaborate, ensuring seamless communication and coordination. The software... read more about HubSpot CRM

14 Days

$20 Per month

United States

Salesforce Sales Cloud

Build strong customer relationships and grow revenue with a single source of truth.

Salesforce Sales Cloud is a powerful solution designed to streamline and optimize sales processes for businesses. It serves as a comprehensive customer relationship management (CRM) platform, offering features that help organizations manage leads, track opportunities, and close deals more efficiently. With Salesforce Sales Cloud, users can easily organize and access customer information, ... read more about Salesforce Sales Cloud

Available

$25 Per month

United States

Zoho CRM

Top-rated Sales CRM Software by Customers

Zoho CRM is a user-friendly software designed to streamline customer relationship management for businesses. It helps companies organize and automate their sales processes, fostering better customer interactions. With Zoho CRM, users can efficiently manage contacts, track leads, and monitor deals in one centralized platform. The software offers customizable dashboards, enabling businesses to ... read more about Zoho CRM

15 Days

$14 Per month

India

monday sales CRM

The sales CRM software that’s fully customizable

monday sales CRM is a versatile software designed to streamline and enhance sales processes for businesses. Functioning as a Customer Relationship Management (CRM) tool, it empowers teams to manage leads, track deals, and foster customer relationships effectively. monday sales CRM stands out with its intuitive interface, enabling easy navigation and collaboration. Noteworthy features include ... read more about monday sales CRM

Available

Contact Vendor

Israel

Bitrix24

All-in-one free platform to manage your team and run your sales

Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly ... read more about Bitrix24

15 Days

$49 Per month

United States

vcita

Small Business Management Software & App

vcita is a robust business management platform that simplifies scheduling and client interactions for businesses. Its user-friendly interface allows for easy appointment scheduling, helping businesses save time and enhance customer convenience. The platform offers a personalized client portal, allowing customers to seamlessly book appointments, pay for services, and engage with businesses. With ... read more about vcita

Available

$29 Per month

United States

Daylite

Award-Winning Mac CRM Software for Your Small Business

Daylite is a versatile and user-friendly software designed specifically for Mac, iPhone, and iPad users, catering especially to small businesses. Its main appeal lies in its ability to streamline various business processes. The software excels in managing client relationships and projects, offering seamless integration with Apple Mail. It also provides a centralized platform for tracking emails, ... read more about Daylite

NA

Contact Vendor

Canada

Nimble

CRM Software To Grow Your Business

Nimble is a straightforward CRM tool, designed for efficient contact management and relationship building. It integrates social media profiles, enriching customer data. The platform simplifies tracking interactions, ensuring follow-ups are timely. Nimble's calendar and task management features aid in scheduling and organization. Email integration streamlines communication. The tool offers sales ... read more about Nimble

14 Days

$24.90 Per month

United States

Insightly CRM

The modern, scalable CRM teams love

Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy ... read more about Insightly CRM

14 Days

$29 Per month

United States

HoneyBook

The all-in-one clientflow platform for those who do it all

HoneyBook is a client management software primarily designed for creative professionals and small businesses. It centralizes various business processes, including project tracking, client communication, and financial management. The platform offers tools for creating and sending custom-branded proposals, contracts, and invoices, simplifying the client onboarding process. HoneyBook also facilitates... read more about HoneyBook

7 Days

$8 Per month

United States

Efficy CRM

Everything you need to power your growth in one CRM.

Efficy CRM is a comprehensive software solution designed to streamline customer relationship management for businesses of all sizes. With its user-friendly interface, Efficy CRM simplifies data management, allowing easy access to customer information, interactions, and sales processes. The software excels in contact management, helping teams organize and track their customer relationships ... read more about Efficy CRM

14 Days

$25 Per month

Belgium

Agile CRM

Best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

Agile CRM is a cloud-based customer relationship management software that integrates sales, marketing, and service functionalities. It offers contact management to organize customer data. Sales tracking tools help monitor deals and stages. With Agile CRM, users can automate marketing tasks like emails and social media campaigns. The software includes a telephony feature for customer calls within ... read more about Agile CRM

NA

$9.99 Per month

United States

OnePageCRM

Top-rated CRM for Consulting and Professional Services

OnePageCRM is a streamlined customer relationship management (CRM) tool designed for simplicity and efficiency, especially for small businesses. Its central feature is the 'Action Stream', a to-do list that prioritizes customer follow-ups, ensuring consistent engagement and lead nurturing. This tool also supports contact management, allowing easy organization and access to customer data. Sales ... read more about OnePageCRM

Available

$19.95 Per month

United States

17hats

All-In-One Small Business Management Software Solution

17hats is an innovative, user-friendly software designed for small business owners and freelancers. It simplifies business management by integrating multiple features into one platform. With 17hats, users can effortlessly manage contacts, track projects, and handle invoicing. The software offers seamless bookkeeping functionalities, making financial management a breeze. Its calendar system helps ... read more about 17hats

NA

Contact Vendor

United States

Less Annoying CRM

All of your contact information in one place

Less Annoying CRM is a user-friendly customer relationship management software designed specifically for small businesses. It stands out for its simplicity and affordability, offering essential CRM features without the complexity and high cost of larger systems. Key features include contact management, allowing users to keep track of their leads and customers; a calendar to manage tasks and events... read more about Less Annoying CRM

30 Days

$15 Per month

United States

Kommo (formerly amoCRM)

Easy-to-use, web based, hosted CRM for small businesses.

Kommo is a customer relationship management (CRM) and messaging platform that integrates communication channels and CRM features into one solution. It focuses on unifying various communication methods like email, calls, and social media messages within its system, streamlining customer interactions. Kommo offers lead and deal management, helping businesses track and organize customer information ... read more about Kommo (formerly amoCRM)

14 Days

$15 Per month

United States

Salesflare

Simple yet powerful CRM for small businesses

Salesflare is an intelligent CRM (Customer Relationship Management) software designed for small and medium-sized businesses, particularly those focused on B2B sales. It stands out for its ease of use and automation features that minimize manual data entry. Salesflare automatically gathers data from emails, social profiles, and other sources to create comprehensive customer profiles, helping sales ... read more about Salesflare

NA

$29 Per month

United States

Spotler CRM is a great software designed to streamline customer relationship management for businesses. It excels in organizing and centralizing customer data, making it easily accessible for efficient decision-making. With its intuitive interface, Spotler CRM simplifies task management, allowing teams to track leads, manage contacts, and enhance collaboration. The software's robust analytics ... read more about Spotler CRM (formerly Really Simple Systems)

14 Days

Contact Vendor

United Kingdom

Method:CRM

The best QuickBooks CRM on the market

Method:CRM is a gold-level customer relationship management (CRM) software tailored for every business. With its intuitive design, the tool helps streamline tasks, boost productivity, and improve client relationships. The software offers customizable features, allowing businesses to adapt it to their specific needs. Method:CRM's key features include contact management, lead tracking, and ... read more about Method:CRM

14 Days

$25 Per month

Canada

Popl

Digital Business Card for Teams and Professionals

Popl is a cutting-edge digital business card platform developed to streamline networking and information sharing. It's highly user-friendly, allowing users to create a customizable digital profile with their contact details, social media links, and more. The key feature of Popl is its NFC (Near Field Communication) technology, enabling instant sharing with a simple tap against compatible ... read more about Popl

14 Days

$6.49 Per month

United States

FreeAgent CRM

CRM Software that's easy to use

FreeAgent CRM is a modern, cloud-based customer relationship management solution tailored for small and medium-sized businesses seeking to enhance customer engagement and streamline sales processes. Its standout features include a highly customizable interface, enabling users to tailor the CRM solution to their specific business needs. FreeAgent CRM excels in automating sales workflows, managing ... read more about FreeAgent CRM

Available

$84 Per month

United States

vtenext

The platform to manage customers and CRM processes

vtenext is a dynamic and versatile Business Process Management (BPM) software that integrates seamlessly with CRM functionalities. It's designed to enhance business efficiency by automating and optimizing various processes. A standout feature is its ability to create customized workflows, enabling businesses to streamline tasks and operations according to their unique requirements. The software ... read more about vtenext

7 Days

Contact Vendor

Italy

RAYNET CRM

CRM software for better customer relations

RAYNET CRM is a user-friendly customer relationship management software designed for businesses seeking efficient client management. It centralizes customer data, ensuring easy access and management of client information. The software streamlines sales processes with tools for tracking leads, deals, and sales activities, enhancing sales team productivity. RAYNET CRM offers a visual sales pipeline... read more about RAYNET CRM

NA

$19 Per month

United States

Mac CRM Software Buyer's Guide

Are you in the middle of choosing an ideal CRM for your Apple devices? Look no further than this blog. Here, we have covered everything about a Mac CRM solution in detail, right from its importance, features and benefits to what to look for when buying a system. Let's get started.

Apple’s Mac doesn’t need an introduction. The tech giant’s computer solutions have been powering users’ homes and offices for years now. And the number is only increasing every year. Hence, it does not come as a surprise when the professionals using Mac need dedicated business solutions that work well with iOS. Something that offers seamless performance while simplifying their everyday operations. And a Mac CRM (Customer Relationship Management) System is one such tool on the wish list of Mac users.

But before we take a look at what a Mac CRM is, let’s understand what makes up a CRM in brief.

» What is a CRM?

Customer relationship management software is a tool that businesses use to keep all their consumer data in one place to provide personalized, improved consumer experiences. The data includes client interactions, notes, information gathered through calls, emails, texts and meetings, documents, purchases, activity history and much more.

Using a CRM, you can track client communications & activities to establish as well as nurture strong relationships with your customers.

At the same time, the software streamlines your internal operations. Whether it's the marketing team or your sales and customer service departments, everyone can use the same software simultaneously to store and access the consumer data they need. Everything is available at a click of a button. And in real-time. That not only improves collaboration among your team members but also allows you to carve distinct, unparalleled customer journeys.

» What is Mac CRM Software?

Mac CRM software is nothing but a CRM solution specifically designed for the Mac and iOS operating systems. The intention is to provide you with a seamless experience on the devices you optimally use every day.

CRM Software for Mac contains all the inherent capabilities you would find in CRMs designed for Windows. It centralizes all the customer data for your sales, marketing and service teams. From tracking leads to storing client contact details to leveraging client data to provide customized services and offers, a Mac CRM makes your life a bit easier.

The best part? The tool eliminates the need to use different systems for client information. That helps you put an end to duplicate entries and the mountains of spreadsheets. And still be able to offer great customer experiences.

» Why Should You Use Mac CRM Software for Your Business?

Storing and accessing client information in disparate tools can get confusing, complex and time-consuming. It often leads to delays in client communications, follow-ups and services. That, as a result, increases the risks of losing out on opportunities and deals exponentially, taking your business downhill.

The best way to avoid the whole situation is to switch to a decent Mac CRM Software for small businesses.

The Mac CRM system would act as a central repository of customer information for your business. It not only automates typical admin tasks but also collects and analyzes data to help you make better decisions. The system can give you a bird’s eye view of where your business stands in real time. And help improve your sales and marketing processes along the way.

Since the software is designed specifically for the Mac OS, the performance it offers is unparalleled. Most of the Mac CRMs on the market are also compatible with iOS devices, be they iPhones or iPads. That ensures you always stay on top of your business, no matter where you are or which device you’re using.

» What are the Features of Mac CRM Software?

How to tell which Mac OS CRM Software is better than the other? Simple. Analyze the features one system offers over the other, and you will know. To simplify this task even further, here’s a list of features a good CRM tends to include:

1. Contact management

With its contact management feature, a Mac CRM solution allows you to dump all the critical client information, such as their names, contact information, and addresses, in one place. That means you can bid adieu to those piling sheets of handwritten telephone numbers, address scribbles and visiting cards.

The system would provide you with a single digital contact repository for quick access and prompt connection.

2. Workflow automation

When the CRM can send reminders for action, import data, or eliminate duplicate entries on its own, why engage your employees to do it manually? A Mac CRM brings a certain degree of automation to the table to speed things up, for instance, automating repetitive admin tasks like data entry.

The best part? You can set triggers as per your workflow requirements, and the system will carry out the task for you.

3. Activity tracking

Monitoring all your client activities manually is tricky, especially for a large organization. Hence, most of the leading Mac CRM software consists of powerful tracking functions. Thanks to such a feature, you can track the status of your clients in your sales funnel, keep notes about your interaction with them and access those whenever you need. This function is vital to serving clients in their best interests.

4. Lead management

While there are dedicated lead management software solutions out there, many Mac CRM tools pack in lead management functions for a more streamlined experience. Whether it is capturing, automated scoring or identifying leads with higher potential for conversion, a CRM makes it more manageable to deal with opportunities.

5. Proposal management

Having client information in one system while using another tool to prepare/send quotes doesn’t make much sense. Therefore, many paid and free CRM for Mac come in with built-in proposal management functionality. That way, you get to create as well as send your quotations leveraging the client history, all from a single solution.

6. Marketing Automation

Marketing automation in your Mac CRM helps you align your sales and marketing teams. From generating new leads to implementing targeted marketing campaigns, it makes way for improved strategies to boost conversions. Besides, with this feature in place, you can segment your contacts, nurture them and compare your revenues with ad spending to sell more efficiently.

7. Pipeline management

With pipeline management built into your Mac CRM software, you can take a quick look at your sales pipeline whenever you need. That way, you stay on top of the status and progress of all your prospects/clients, minimizing the ratio of lost opportunities.

8. Document management

Since information is central to maintaining good client relationships, Apple CRM systems come loaded with document management tools. You can gather, store and upload a range of documents in addition to hassle-free sharing options. The result? Everyone on the team has instant access to the specific data they need.

9. Sales forecasting

Although an optional feature, sales forecasting comes in handy to predict future revenues and or sales figures for your business. The software does that by leveraging the data it already has for accurate analysis and prediction.

10. Email integration

To save time and streamline operations, every leading CRM software for Mac includes easy integrations with top email clients, for instance, Outlook, Gmail and Yahoo. That, in turn, aids in segmentation and better management of your entire contact list.

11. Mobile CRM

With mobile CRM capability in your Mac CRM, you can cater to your customers and track internal processes from your fingertips. From instant updates to seamless data access, your smartphone acts as your remote workstation.

12. Reports & analysis

Unless you are going to put it to use, gathering data doesn’t make sense. Hence, most of the top Mac CRM tools pack in smart analytics and reporting functionality. You can create custom reports as frequently as you need for a variety of aspects, including weekly conversions, sales representative performance, and monthly sales reports.

» What are the Benefits of Mac CRM Software?

Using one of the leading Mac CRM software solutions benefits your business in more ways than one. Wondering how? Let’s find out.

1. Centralized data storage

With a Mac CRM tool, you no longer need to store data in multiple systems or worry about losing even a tiny piece of information. The system acts as your central hub of information, with every bit of data neatly organized, stored and managed.

2. Improved customer service

As we explored, CRM software for iOS centralizes all your client-related data in one place. That makes the information accessible to your employees across departments with a few clicks whenever they need it. This empowers them to provide customers with personalized services and experiences over and over, taking customer satisfaction a notch higher.

3. Increased efficiency

Mac CRM software, armed with automation, takes care of a lot of your everyday repetitive tasks. This not only frees up your employees’ time but also helps them focus more on complex responsibilities, like one-on-one client engagements and content creation. Besides, the centralized dashboard paints the right picture of your process performance, pointing out the areas needing improvement. That, as a bundle, boosts your overall organizational productivity and efficiency significantly.

4. Better team collaboration

Thanks to a Mac CRM system, employees across your teams get to easily communicate with each other through messages, spaces and emails. Moreover, they can also create and share notes, tag one another on tasks, and update about the progress of operations. That makes it simpler for them to work as a unit in real-time, no matter where they are, which, in turn, contributes to robust business processes and customer journeys.

5. Time-saving

Whether it is centralization of information, automation of recurring duties or smart customer segmentation, Mac CRM software ends up saving a lot of your precious time with its plethora of functions. Without affecting the quality of processes. The result? You can concentrate more on getting the high-priority tasks done minus the worries about the daily to-dos.

6. Enhanced decision-making

The best CRM for Mac includes powerful reporting and analysis capabilities, making sense of your data. Such reports not only fill you in on the right stature of your organization but also helps you make more informed decisions. Since you are always aware of what is working and what is not, you can enhance operations on time while minimizing or avoiding risks altogether.

» Which Things to Consider When Choosing a Mac CRM Software?

So, you decided to get a top-rated Mac CRM system for your business. But how would you choose the right one? What is the way to differentiate between a good and not-so-good tool? Thankfully, there are certain factors that make up fine CRM software for Mac. And it is every bit wiser to look up these aspects when you go software shopping.

Here’s a list of these factors:

1. Features & functions

What kind of features does the Mac CRM system bring with it? Is the feature list fulfilling your company’s inherent requirements? Does the tool offer robust performance and optimal functionality?

Finding answers to these questions helps narrow down your options to a great degree.

2. Ease of use

The software doesn’t need to be complicated in order to be efficient. Thus, make sure that the system you choose is easy to understand and move around for all its potential users.

3. Infrastructure

The infrastructure of your Mac CRM software is one of the vital deciding factors before saying yes to a system. Whether the solution runs on the cloud or requires an on premise set-up makes a huge difference not just to the cost but also to the way you use the tool.

4. Customization

Every business is unique, and so are its requirements. Hence, go for a Mac CRM tool that offers a sufficient amount of personalization to adapt to your distinct business processes.

5. Integrations

As a business, you rely on multiple business tools for smoother operations. Therefore, it is critical to select a CRM that provides hassle-free integrations with a range of third-party apps and tools, such as accounting software and lead management systems, to save both your time and resources.

6. Scalability

Shifting to a new software solution every few years as your business grows is not only impractical but also expensive. Thus, always choose a system which is scalable enough to meet your future requirements and expectations.

7. Accessibility

Before finalizing a Mac CRM tool, ask whether it would offer you on-the-go access and mobile compatibility. Having such features proves to be beneficial in this remote-working era, allowing you to stay on top of things anytime, anywhere.

8. Trial

Do the Mac CRM systems you’ve shortlisted come with a free trial? If not, you may want to reconsider your choice. Free trials let you gauge whether the software is the right fit for your needs without losing your money.

9. Cost

What is the cost of the CRM solution for Mac? Does it justify the bundle of its offerings? Ask these to the vendors, along with a cost breakdown. Also, enquire whether the cost includes after-sales and post-deployment services and maintenance.

10. Security

Since the solution is going to contain a lot of sensitive data about your customers and business, ensure it has adequate security mechanisms in place.

» How Much Does Mac CRM Software Cost?

Like every other software solution, the cost of CRM software for Mac depends upon more than one factor. From the features it offers to its functionality & performance to the scalability and security mechanism, everything makes up the final cost. In addition to that, the number of users at your organization matters. And so does the personalization and post-deployment vendor support.

The result? There is a significant variation in the Mac CRM software cost from a vendor to vendor. Some Mac CRM software tools for small businesses are available for as low as $14 per user/month with basic features. On the other hand, extensive solutions with advanced functions can require you to spend a whopping $1,000 - $4,000 per month with annual billing.

The good thing is that many free Mac CRM tools are also available in the market for start-ups, individual entrepreneurs and small businesses. The only downside is that such solutions often come in with restricted features.

Also, most of the Mac CRMs offer a free limited period trial. That lets you test the waters before diving deeper into the sea.

In the end, it all boils down to your distinct business requirements and goals to achieve out of the software.

» Conclusion

For companies and professionals using Apple devices, a Mac CRM software solution is not a luxury but a necessity. The tool runs optimally on iOS and Mac OS, letting you make the most of your everyday systems. Without compromising on quality performance or security. Besides, it is essential to offer a fulfilling customer experience while achieving synchronization across business operations.

In the sea of CRM systems out there, choosing the best Mac CRM software for your business can be a tough decision. That’s where knowing about the system’s must-haves and nice-to-haves can make a difference. And that’s exactly what we have explored in this guide - from the necessary Mac CRM features to the factors you must consider while buying a system. To help you make a more informed choice.

To get started, list down your requirements regarding the software. Check it against the features offered by the top vendors and go for the one that ticks all the boxes right.