Mac OS

Elements CRM Software

1 Review (4.5/5)

Ntractive’s Elements CRM is a hosted sales automation system for small businesses that use the Mac OS. If you need a cost-effective, easy-to-use system to manage contacts and optimize sales efforts, this subscription-based, software-as-a-service solution should be on your shortlist. It can be used across a variety of industries including real estate, media, technology and advertising. The low monthly fee includes unlimited users for the first 30 days and you get a couple hours of free training. After that, you get to choose the plan that works best for you and your sales team.

A small company looking to more effectively manage leads and contact information, track communications and sales interactions, and set tasks for follow-up should evaluate Elements CRM. Our favorite features include the project management, document storage, invoicing and email integration functions. If you’re a Mac enthusiast, you’ll love this software. It’s specifically designed to work on the Mac OS. The core of this system is the sales automation application, but Elements CRM also offers customer service, product configuration and customer analytics capabilities as part of the integrated suite.

Salespeople are often on the go and need mobile access to their contacts, so we really like that you can access this CRM platform on your iPhone or iPod touch. You can even add or edit contacts and send messages to other users. Finally, in addition to the free initial training and 30 days support, you can purchase a custom support plan if you need additional help after the initial setup. 



Elements CRM Login Screen

Elements CRM Login Screen

 
Elements CRM Product Management

Elements CRM Product Management

 
Elements CRM Project Tracking

Elements CRM Project Tracking

Elements CRM Sales Management

Elements CRM Sales Management

 
Elements CRM Welcome Screen

Elements CRM Welcome Screen

 

1 Review of Elements CRM

Overall rating
Review by from Binding Systems of America |
Ease-of-use
Functionality
Product quality
Customer support
Binding Systems of America manufactures and distributes in-office document binding systems, as well as custom-printed covers and folders. We have always been a Mac-based company, and originally used ACT! for our customer relationship management needs. Since ACT! is no longer supported on the Mac platform, we had to look for a new CRM system. After investigating Salesforce, Zoho and many others, we decided to go with the Elements CRM system. We currently use version 3.1, and are thrilled with the ease of use and how well it works on our Macs. Our sales staff now has a fast, easy-to-use CRM that is designed specifically for the Mac platform. As a manager, I find the reporting functions to be a tool I use daily.

Ntractive's support and training got us up and running at full speed within a couple of days, and they have quickly responded to any questions or issues our staff has had. They are great people to work with, and I highly recommend the product and support!

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