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.
Christopher from Realty One Group Masters
Specialty: Real Estate
Employees number: 2-10 employees
I run a real estate business and this CRM has made me money and helped keep clients.
Gary from EFFI
Employees number: 2-10 employees
I felt this product was not able to handle my companies needs. The setup was more based for an online sales company. It did not have the features or Custom options I was looking for to set it up for my business.
Contact List, integrated email
Not able to customize options such as lists, inability to attach documents.
mike from acetec
Employees number: 6 to 10 employees
Cost-effective, easy use system to manage contacts and optimize your sales efforts.
They have a subscription-based software model that comes in flexible plans allowing you to select the most efficient and cost-efficient option.
They have a pretty cool mobile app for Apple iPad and iPhone devices.
What I probably like the least about the product and vendor is when I have difficulty with my internet connections, which can cause frustration. It's really not the product or vendor's fault. Also, the more basic editions come with user and database record restrictions.
The full reports and analytics modules are available only with the Enterprise edition of Elements. So it sort of forces you to pay the big bucks for the full version
Good functionality, but the price is steep to get what i really need. And i think there are more cost effective solutions
Karin from Interior Architect
Employees number: 1 employee
I like the overall ease of managing my data collected in one place that is easy to access.
What I probably like the least about the product and vendor is when I have difficulty with my internet connections, which can cause frustration. It's really not the product or vendor's fault.
If I were starting from scratch, I would use a search engine and browse for reviews of different programs and options. Of course, word of mouth is usually the best so if you have co workers ask them.
Sam from James Consulting
Employees number: 6 to 10 employees
This product is beautiful. It's Mac-centric. It's easy to use, like iTunes for business.
This product can only run under OSX, not cross-platform
Make sure your business will continue using Apple products in the long run.
Jenny from Bova Creative
Date: July 2013
Our company is a small, service based, design firm. We sell to clients across the country through targeted mailings and by developing our relationships. The industries we work in are very focused. Prior to trying Elements, we used Bento & Filemaker but were looking for a more sophisticated way of tracking our relationships and making sure that follow-up was happening in a timely manner.
We used Elements 5.0 for about 3 weeks before it's shortcomings were so evident that we could no longer proceed. We wanted to complete the simple task of marking records for mailing and exporting names and addresses for labels. We had 1,400 records and I marked about 10 of them to simply go through the process and make sure I had what I needed. The software got stuck once I pushed "apply" and could not come up with a list of the companies I had flagged. I figured it might be with the export function so I tried to use the search function to just view the records I had marked. Same thing. I asked support for help. Their response was that with a lot of records (1400? not a lot for CRM) in the cloud some functions just didn't work very well. They thought they might have improvement in the next update in like 6 months or so. Since I need to get working today I had to abandon this software for a program that actually functions.
The people I dealt with were nice and they were trying, but this is an essential and simple feature for a CRM tool to have. Do not waste your money or time until they improve this product significantly.
Response: Jennie, Ntractive LLC
Date: July 2013
We appreciate your comments and are sorry to hear that Elements CRM did not meet your needs. After the communication we’ve had, we are confident that issues you were having will be resolved in the future.
The custom record filtering that was not generating properly for your account affects only a small percentage of users, as it is only a small feature that is not part of the main CRM functionalities in managing leads, clients, communication tracking, invoicing, etc. And, although the filtering did not properly generate for 1,400 records, we can assure others that the Elements CRM app and its other features can and does hold 100,000 + records for many of our clients.
We are happy to hear that our support staff was friendly to work with. It is important to us to maintain good client relationships. We will continue to improve our application and maintain our status as the best CRM for the Mac market. We hope to have the opportunity to work with you again in the future.
Gary from Gorman Sales LLC
Date: January 2013
We represent a number of manufacturing companies in the southeast. We have been in business since 1986 and using another program for most that time. With everything going mobile, we made the decision to convert to MAC Systems and using the iPad & iPhone, our old program was not compatible for MAC, so we needed a new CRM program.
I began to look around and came across Elements for MAC. What a great choice. We sent over all our information and within a few hours Elements had us set up and running. Not only is it easy to use, but anytime you have a question about an issue you get a answer back within minutes by email. Their customer service is fantastic. In the office or on the road we have all the information we need using any of our mobile devices.
Jeff from Binding Systems of America
Date: July 2011
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!