Do you hear about Mac CRM Software? CRM here brings a Mac-based software which can be used by entire organizations and manage your salesforce to 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 the software made for MAC users. It is a cloud-based solution built particularly for Mac OS. 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 organization or companies that use Mac. This is an excellent option for managing the customer relationships, only few CRM for mac are available on the market. Therefore to find the top CRM software, you need to evaluate the options available right for your customer relationship management. We bring below some of the best Mac CRM software that is designed to serve any needs of small to large businesses. We have gathered them through the reviews and ratings shown in the three popular websites like GetApp, G2Crowd, and Capterra:
» Our score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information. If your software is part of this list, use this badge on your website and social media to let your readers know about your success.
List of Best Mac CRM software | Top CRM software for MAC
1. Pipedrive – Designed to keep you selling
About Pipedrive: Pipedrive is a CRM and sales pipeline management tool for small and medium sized sales teams. It’s built hand-in-hand by hardcore salespeople and ex-Skypers. Pipedrive organizes leads in a way you’ll always have a great overview of sales, and makes you focus on the important deals first. When firing up Pipedrive, you’ll always land on a single, streamlined view of your sales process. It gives clarity, and gets your team on the same page. Your emails, calls, and progress are tracked automatically. Pipedrive clears the way, so you can focus on doing what you do best. Because the pipeline is your starting point, Pipedrive keeps your actions on-point not off-target and your goals realistic not idealistic.
Pipedrive Mac CRM Features : Campaign Management, Contact Management, Document Management, Email Marketing, Interaction Tracking, Landing Pages / Web Forms, Lead Management, Lead Scoring, List Management, Marketing Automation, Project Management, Referral Tracking
“Pipedrive has been invaluable in helping us keep our clients happy. It’s a really intuitive tool that’s easy to use and quick to master. Perhaps the most useful feature for us is the flexibility and level of integrations it has. It’s not just our CRM, it’s part of our whole sales and account management process, so the ability to talk with the other tools we use is critical.” – Guy Thornton
501 – 1000
2. monday.com – Plan, manage, and collaborate on any project or portfolio
About monday.com: monday.com, with its robust all-in-one functionality, allows you to manage every single aspect of your business sales process with ease. The Mac CRM software is simple to set up, learn and use. You can tailor the system as per your unique business processes and sales cycle. And since the system centralizes all your client communications, tracking customer interaction or using custom email templates is no longer a trouble. All of that together improves the chances of higher conversion. The best part? The software provides you with vivid clarity on every single deal, as well as the entire overview of your business funnel.
monday.com Mac CRM Features : Campaign Management, Contact Management, Document Management, Email Marketing, Interaction Tracking, Landing Pages / Web Forms, Lead Management, Lead Scoring, List Management, Marketing Automation, Project Management, Referral Tracking
“We increased our project capacity significantly in a few months, and a large part is thanks to the 40,000+ human actions we save each month with automations.” – Allie Swindlehurst
1001 – 5000
$10 /seat /month
3. Act! – Make great customer relationships an everyday reality.
About Act!: Act! offers you both on premise and cloud-based CRM software for your Mac devices. It combines ease of use with a powerful set of features to help you achieve your CRM goals. From personalized campaigns and consumer activity tracking to centralized interactions and a complete funnel overview, the tool offers it all. The system also includes marketing automation and provides third-party integrations for a more streamlined approach. You get to customize the software to fit your unique business processes. Moreover, Act! is scalable enough to accommodate your growing business requirements.
Act! Mac CRM Features : Campaign Management, Contact Management, Document Management, Email Marketing, Interaction Tracking, Landing Pages / Web Forms, Lead Management, Lead Scoring, List Management, Marketing Automation, Project Management, Referral Tracking
“We only began using Act! Marketing Automation at the start of the year, but I can already see it’s making a difference. The whole marketing process is much faster and cleaner and we can now also create really beautiful email templates.” – Krista Scroggins
51 – 200
4. Zoho CRM – Multichannel CRM for businesses of all sizes
About Zoho CRM : Zoho CRM is the best Mac CRM software available designed to grow your business. It aids the organization in boosting their sales, marketing, support, collaboration, finance, customer relation, etc. It allows users to focus on the business. The core functions of this solution include lead and contact management. It helps salespersons in having sales pipeline management and purchase control. It is cloud-based and has multichannel support for users to communicate with their customers.
Zoho Mac CRM Features : Call Center Management, Campaign Management, Contact Management, Customer Support, Document Management, Email Marketing, Interaction Tracking, Landing Pages / Web Forms, Lead Management, Lead Scoring, List Management, Marketing Automation, Product Catalog, Quotes / Proposals, Referral Tracking, Territory Management
“I have used Zoho CRM in two different companies and its performance was recommendable. It is easy to install and to use. All of our accountants must go through a three hours training for them to get the skills on how to use this product. It helps us in stock taking and understanding the best selling products in specific regions.” – jacob n.
5. HubSpot CRM – Everything you need to sell in one integrated suite
About HubSpot CRM : HubSpot CRM is cloud-based CRM software for Mac that helps companies track and nurture leads and analyze business metrics. It is suitable for any business in a variety of segments, including accounting, construction, retail, etc. It allows users to create and manage email templates, track the performance of emails, etc. With the help of a visual dashboard, users can track customers’ interactions automatically from email, social media, phone, etc.
HubSpot Mac CRM Features : Campaign Management, Contact Management, Document Management, Email Marketing, Interaction Tracking, Landing Pages / Web Forms, Lead Management, Lead Scoring, List Management, Marketing Automation, Project Management, Referral Tracking
“We are 20 people & CRM is the cornerstone of every communication & interaction with the customer: HubSpot CRM has allowed us to rediscover the centrality of the individual – contact, without having to get lost among various software & email accounts. The deals are also a very well thought out & easy to manage tool.” – Giovanni F.
1001 – 5000
Not provided by vendor
6. Agile CRM – Sales and marketing CRM for growing businesses
About Agile CRM : Agile CRM is amongst the top CRM solutions with fully integrated sales, marketing and service tools packed as an all-in-one suite of applications. More than 15,000 customers globally use this CRM tool to generate and nurture leads, eventually converting them to sales. From social media marketing to email tracking, from marketing automation to customer service, from contact management to project management, this solution does all the essential work for the business.
Agile CRM Mac CRM Features : Call Center Management, Campaign Management, Contact Management, Customer Support, Document Management, Email Marketing, Interaction Tracking, Landing Pages / Web Forms, Lead Management, Lead Scoring, List Management, Marketing Automation, Product Catalog, Project Management, Quotes / Proposals, Referral Tracking, Survey Management, Territory Management
“Posting to give a specis shoutout to Abhinav. two days in a row now he has helped me plow through some complicated issues, always with a good attitude and patience. Good support is hard to find in the SaaS world and whether it be Abhinav or someone else on the Agile CRM support team – they are all great.” – Jeff Henry
51 – 200
7. Copper – (formerly ProsperWorks) The only CRM recommended for Google
About Copper: Copper is one of the top CRM app designed for Mac. Offering complete integration with G Suite, this solution is cloud-based with top features such as document storage, territory management, task management, segmentation, internal chat integration, etc. It works for any industries like advertising, sales, real estate, etc. It also integrates with other tools such as MailChimp, Dropbox, etc., and provides real-time updates, follow up, and allows easy transfer of data.
Copper Mac CRM Features : Campaign Management, Contact Management, Customer Support, Document Management, Email Marketing, Interaction Tracking, Lead Management, List Management, Project Management, Quotes / Proposals, Territory Management
“Really easy to use, sync well with G Suite and a lot of things to be improved – I think this is a good aspect. For instance: international currency has just been launch! Thank you. Translation will be a great step. Choose ProsperWorks crm was a big goal. Sistem works well, has good features.” – Alex d.
201 – 500
8. Gro CRM – iOS Mac CRM for Small Business
About Gro CRM: Gro CRM is a customer relationship management solution for Mac users. It especially works for Apple users and helps in managing leads and customers. This solution integrates with Mac CRM tools to simplify the management of the sales process and optimizes the deals. It helps in accelerating the growth of the business with lead generation and management. It allows remote connection with an Apple phone to do the work on the go.
Gro CRM Mac CRM Features: Call Center Management, Contact Management, Document Management, Landing Pages / Web Forms, Lead Management, Lead Scoring, List Management, Product Catalog, Quotes / Proposals, Territory Management
“Simplicity, simplicity, simplicity. It was a very easy tool to add to our business tools. Easy to add contacts and manage contact. We needed something simple to use without going thru million steps. Great tool for a small business – we have recommended this to several of our clients to use.” – Aris J.
11 – 50
9. Bitrix24 – Free collaboration, communication & management tool suite
About Bitrix24 : Bitrix24 is a Mac CRM software for small and medium-sized businesses designed for effective collaboration, communication, social networking, and knowledge management. It provides continuity of moving data from network silos to local drives and finally to a centralized repository. It is also a collaboration software with complete tools for management, collaboration, and communication, making it easier to generate more leads in the process and finally more sales growth.
Bitrix24 Mac CRM Features : N/A Avaialble
“Bitrix24 CRM is an excellent tool for improving interaction with your customers, as it includes instruments for creating reports and analyzing sales and marketing campaigns, so that you can gain a clear insight into your company’s results and know whether or not your efforts are paying off.” – Üwen Ergün
51 – 200
10. SpinOffice– Customer management software that really saves time
About SpinOffice: By using SpinOffice users create a central place for the emails, business contacts, appointments, projects, folders, documents, files, tasks, etc., and make it easier for the business to get the work done. Top features of this solution include quotes, proposals, list management, document management, email marketing, customer support, etc. It allows sharing of the data between colleagues and team members.
SpinOffice Mac CRM Features : Contact Management, Customer Support, Document Management, Email Marketing, Lead Management, List Management, Marketing Automation, Project Management, Quotes / Proposals
“SpinOffice meets and surpasses our needs with its simplicity and the ability to connect anywhere, at any time and ensure that everything is organised, even before you get into the office. The customer support is second to none and are always available to help with any doubts or queries you have.” – Josh Smith
11 – 50
11. Sales Reflect – Customer Relationship Management Software
About Reflect: Reflect is an on-premise customer relationship management solution for Mac. Top features include contact management, sales force automation functionality, etc. It enables businesses to manage customer relationships and databases and creates a centralized database for customer information to have better-informed business decisions as well as improved customer loyalty. It helps in taking notes, tracking interactions, completing tasks and checking on the upcoming events.
Reflect Mac CRM Features : Campaign Management, Contact Management, Quotes / Proposals
“Easy to use and configure to my customers needs. It provides the basics for keeping track of customer interaction and set up links via the Notes section to establish and link to your own Word or Excel document you establish as the template for managing work done for the customer.” – Bill M.
51 – 200
12. amoCRM – Lead & Sales Management for SMBs
About amoCRM: amoCRM is one of the best CRM for Mac, and it helps salespersons close more deals and increase the revenue of the business. This solution offers lead scoring and nurturing, email integration and sales analytics for business to boost revenue, and it allows Integrations to include Facebook, MailChimp, Zendesk, Dropbox, and Xero. AmoCRM also uses API integration for adding more users to integrate with more applications using API.
amoCRM Mac CRM Features: Call Center Management, Campaign Management, Contact Management, Customer Support, Document Management, Email Marketing, Interaction Tracking, Landing Pages / Web Forms, Lead Management, Lead Scoring, List Management, Marketing Automation, Product Catalog, Referral Tracking, Territory Management
“amoCRM was the best system we found after long research. After a year, this key tool made our sale representative more efficient and increase our productivity. Easy to use and very visual. I love amoCRM.” – Sylvain Roy
51 – 200
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 as per their 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.
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 the Mac CRM system brings 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.
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.
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.
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.
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.
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.
Does 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.
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.
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.
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 OSs, 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.
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