21, May, 2024
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Best CRM Software for Desktop Mac
Biography
Stephen Jones is a seasoned Customer Relationship Management (CRM) professional with over 7 years of experience in the field. Throughout his career, he has helped businesses of all sizes implement and optimize their CRM systems to drive sales growth, improve customer satisfaction, and streamline operations. Stephen is passionate about sharing his CRM expertise and insights through insightful blog posts and articles.
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Latest Update:
Aug 30, 2024, 8:13 pm
Quick Introduction
If you’re an Apple user, you should know that the gadgets have limited connection options. I’ve found that this can also apply to some software that usually connects to various devices. One example of this is CRM. Generally, CRM (Customer Relationship Management) has many uses.
There are also many types of CRM software, including CRM software for Mac, which is designed as a data tool. This article explores the best CRM for Mac and iPad, below you can find my shortlist of the best CRM systems and tools for Mac:
- Daylite — Best CRM for seamless Mac and iPad integration
- Monday.com — Best CRM for customizable workflows
- Insightly — Best CRM for project management integration
- ClickUp — Best CRM for task and time management
- Freshsales — Best CRM for small to mid-sized businesses
- Pipedrive — Best CRM for sales teams and pipeline management
- Zoho CRM — Best CRM for comprehensive features and affordability
- Keap — Best CRM for automating and optimizing business processes
- Capsule CRM — Best CRM for simple and effective contact management
- Hubspot — Best CRM for its user-friendly interface and extensive functionality
What is Apple Mac-based CRM?
How is Apple Mac-based CRM distinct from other CRM software? It’s about more than just compatibility with Apple devices. This CRM offers unique features that make it different.
Optimized for Mac computers, it stores customer data like its counterparts and boosts efficiency with enhanced functionalities. From meticulously managing customer details to streamlining sales processes, Apple Mac-based CRM transforms the way businesses interact with their clients.
Discover the seamless integration and improved productivity that come with a system designed specifically for the Mac environment.
Biggest Advantages to Mac-based CRM
There are numerous benefits to implementing a Mac-based CRM in your business. Some of the most significant advantages you can gain from the software include the following:
- User-friendly: A Mac-based CRM has an intuitive, smooth interface, making it easy for users to transition from traditional CRM software.
- Seamless Integration with Mac Devices: As a Mac-based software, you can expect smooth integration with other Apple applications for efficient business operations.
- Quick Data and Cloud-based Access: Once you implement the software, expect instant access to customer data, accessing it anywhere, anytime.
- Reliable Security: One notable feature of a Mac-based CRM is its advanced encryption methods to safeguard customer data.
Biggest Downturns to Mac-based CRM
While CRM Software for Mac has many advantages, the system still has limitations. Some of the most significant downturns of Mac-based CRM include the following:
- Limited Software Options: Unlike Windows-based software, a Mac-based CRM offers fewer options for users.
- Limited Third-party Integration: While a Mac-based CRM quickly integrates with Apple applications, it doesn’t provide the same speed and accessibility to third-party software.
- Limited Industry-Specific Solutions: A Mac-based CRM cannot cater to less traditional industries due to limited programs and integration.
- Dependence on Apple Systems: This software’s biggest downfall is its inability to be used without anything related to Apple.
Top 10 Best Mac CRM Software
Starts at $42 per user per month
Why I Like It
The great thing about Daylite is how versatile it is as software. You can use it on your desktop and your phone. Additionally, Daylite can handle all kinds of business data and easily tracks what you need for your business.
Most Important Features for Mac CRM
Daylite seamlessly connects with all Apple applications and provides an assistant for email and task reminders. Unlike many Mac CRM software, Daylite can operate offline. Generally, Daylite is a great choice as a task tracker to boost efficiency.
Pros & Cons
Pros
- Great project management features
- Several customization options
- Works offline
Cons
- Limited price plans
- Limited integration
- Complex interface
Starts at $15 per user per month
Why I Like It
What makes Monday.com is that it is a flexible software that can act as a multi-purpose tool. It’s excellent for providing visuals for sales and other tasks. Aside from that, it is a rather friendly CRM, so if you use different software, you can easily import data hassle-free.
Most Important Features for Mac CRM
If you prefer software with customization options, you will enjoy Monday.com’s ready-made template and drag-and-drop tools. Monday.com also makes for a tremendous organizational tool and essential information, including lead and team management, in one place. Overall, Monday.com is the ideal tool for sales.
Pros & Cons
Pros
- Streamlines and automates sales activities
- Complete control over sales funnels
- Integrates with several third-party apps
Cons
- Limited device application
Starts at $29 per user per month
Why I Like It
Insightly is the ideal tool for those new to CRM who need something simple but effective for their business. It creates a great task tracker and provides detailed reports and analytics for smooth operations.
Most Important Features for Mac CRM
As stated, the software is excellent for tracking and managing essential features. Insightly stands out because it provides project management tools alongside traditional CRM functions. Additionally, it’s highly customizable and allows users to explore different functions without compromising anything.
Pros & Cons
Pros
- Visually friendly for new users
- High customization
- Easy tracking
Cons
- Latency issues with specific applications
Free Plan: Yes
Starts at $7 per user per month
Why I Like It
ClickUp is a great tool for improving collaboration in your business and offers a variety of features. Among them are tools to help ease the management and communication of tasks and projects. Generally, it’s ideal software for beginners and has plenty of options for an Apple Mac-based CRM.
Most Important Features for Mac CRM
One of Clickup’s best features is that it offers comprehensive work management and helps manage all customer relations. It also provides a simple template and flexible views to help keep communication smooth. Furthermore, the software helps automate various tasks for an efficient operation.
Pros & Cons
Pros
- Easy to use
- Variety of management tools
- Several CRM templates and third-party integrations
Cons
- Initial learning curve
- No Mac desktop app (use only in the browser)
Starts at $15 per user per month
Why I Like It
If you are looking for an assistant to help with sales and related data, Freshsales is for you. It provides features to help determine customers’ wants and smooth sales processes. The software works for all kinds of businesses, regardless of size.
Most Important Features for Mac CRM
One notable feature of Freshsales is that it’s an AI-powered CRM. It provides reliable predictions and other support features. In addition, Freshsales is convenient to access via mobile devices and the web.
Pros & Cons
Pros
- Mobile and web accessibility
- AI-based lead scoring
- Supports multiple currencies and plans
Cons
- Limited third-party integration
- Limited marketing features
Starts at $16 per user per month
Why I Like It
When exploring what CRM options work best for specific departments, I found that Pipedrive is the best option for improving any sales team. It’s excellent for streamlining and automation and provides reliable reports to keep everything on track.
Most Important Features for Mac CRM
Pipedrive monitors deals, proposals, and other information to boost efficiency. Furthermore, the software provides a variety of features to help handle communication and remind users of tasks. Aside from this, Pipedrive provides a chatbox to help with leads and allows for broad customization.
Pros & Cons
Pros
- Automatic reminders and alerts
- Customizable interface
- Easy to use
Cons
- Limited project management tools
- Limited integrations
- Expensive when there are multi-users
Starts at $16 per user per month
Why I Like It
Are you searching for the Apple Mac’s best free CRM for small businesses? Look no further than Zoho CRM for an optimal solution tailored to your needs. Zoho is a flexible and convenient free CRM option that provides various features to encourage business growth and effectiveness. It’s customizable, has great integration, and is a fabulous management tool.
Most Important Features for Mac CRM
One of the most extensive features that Zoho has to offer is its various tools. Not only does it provide analytics tools, but it also offers an AI assistant to oversee business trends and customer details. Overall, Zoho is great for task management and tracking customer data.
Pros & Cons
Pros
- Customizable interface
- Various integration features
- Various tools for task management
Cons
- Costly add-on modules
Starts at $159 per user per month
Why I Like It
Keap is a great organizational tool for tracking customer and lead data. The software is also great for automation and provides various solutions for attracting more customers.
Most Important Features for Mac CRM
As CRM software, Keap’s main draw is its automation features. These features include sales and marketing automation. Users also have the option to choose more personalized automation to keep track of specific data.
Pros & Cons
Pros
- Variety in automation tools
- Accessible overview in timeline view
- Synchronized email marketing tools
Cons
- Time-consuming campaign setup
- Customization learning curve
Starts at $18 per user per month
Why I Like It
I’ve found that Capsule is an excellent choice for keeping things neat and tidy. It is generally the ideal tool for keeping track of contacts and tasks. Plus, it easily integrates with other applications.
Most Important Features for Mac CRM
Capsule is a great CRM software, but its features, such as various management tools and general synchronization, make it great for your Mac. If you want something for project management and tracking reminders, Capsule is the prime choice.
Pros & Cons
Pros
- Several third-party integrations
- Great synchronization
Cons
- Limited price plans
Starts at $45 per user per month
Why I Like It
Hubspot is reasonably well known, and I find that it stands out for tracking all critical details automatically. From important documents to customer requests, you can rely on Hubspot to help keep an eye on things.
Most Important Features for Mac CRM
Hubspot is a great tool for reintegration and accessibility. If you need a tool to help you with workflows, Hubspot provides automation capabilities and a generally user-friendly interface. Furthermore, it’s easy to keep track of things on your phone.
Pros & Cons
Pros
- Various integration features
- Scalable platform
Cons
- Limited customization options
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