Finding software can be overwhelming. Software Advice has helped hundreds of companies choose the right CRM software for Macs to better serve customers and integrate marketing initiatives.

Showing 1-20 of 437 products

Zendesk Sell

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The... Read more

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Recent recommendations: 140 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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NetSuite CRM

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read more

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Recent recommendations: 92 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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FreeAgent CRM

FreeAgent CRM delivers a next-gen work experience on a customizable cloud-based platform help teams unlock productivity and grow sales effortlessly.  Stay in the zone, with AI-guided selling. See only what you need when you need... Read more

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Recent recommendations: 63 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Salesforce Sales Cloud

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. This Salesforce platform has CRM capabilities that include... Read more

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Recent recommendations: 49 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Thryv

Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamline... Read more

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Recent recommendations: 44 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Top Producer Systems

Top Producer is a web-based CRM system suited for agents or brokerages in the Real Estate industry. The system helps agents personalize follow up and manage clients from initial contact, to long-term repeat and referrals. Build your... Read more

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Recent recommendations: 37 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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SalesNOW

SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact,... Read more

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Recent recommendations: 34 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Zoho

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to... Read more

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Recent recommendations: 29 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Claritysoft

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within... Read more

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Recent recommendations: 24 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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iHomefinder

iHomefinder is a CRM and marketing solution designed for real estate agents, teams, and brokerages. With marketing automation tools, this solution enables real estate agents to save time while generating business leads. iHomefinder... Read more

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Recent recommendations: 24 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Shape

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses... Read more

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Recent recommendations: 20 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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LeadMaster

LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management,... Read more

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Recent recommendations: 19 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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BenchmarkONE

BenchmarkONE (formerly Hatchbuck) is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. BenchmarkONE... Read more

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Recent recommendations: 18 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Maximizer CRM

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CRM features... Read more

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Recent recommendations: 14 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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kvCORE

KvCORE is a cloud-based customer relationship management (CRM) platform designed for modern brokerage companies in the real estate industry. Upcoming and leading independent brokerage firms can utilize KvCore's platform to close the... Read more

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Recent recommendations: 12 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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OpPlan

OpPlan is a SaaS solution that enables businesses of all sizes to streamline processes related to sales, benchmarking, forecasting, team collaboration, customer relationship management and more. Salespersons can utilize the platform... Read more

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Recent recommendations: 12 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Nutshell

Nutshell is a sneaky powerful cloud-based CRM and sales automation tool for small businesses. The Nutshell platform offers sales process and collaboration tools, email sync with Gmail and Outlook, fully customizable reporting, and... Read more

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Recent recommendations: 11 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Sales Creatio

Creatio (formerly bpm’online) is a unique synergy of unified CRM and intelligent BPM platform for marketing, sales and service automation. The solution allows midsize and large companies to manage the customer lifecycle from lead... Read more

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Recent recommendations: 10 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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SugarCRM

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user "wizard"... Read more

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Recent recommendations: 9 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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BoomTown

Boomtown provides marketing and sales automation solutions for the real estate industry. Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales. The... Read more

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Recent recommendations: 9 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Buyers guide

What is CRM software for Mac?

CRM software for Mac is software designed to run natively on Mac OS that manages customer contact information as well as customer life cycles.

CRM software for Mac systems should have all the functionality of CRM software for windows meaning you'll still be able to manage the customer-focused side of your business in order to maintain contact with customers and respond to any needs they might have.

Apple is often thought of as a consumer-focused brand, controlling both market and mindshare in the consumer electronics industry. However, many businesses are adopting Apple devices as well. While this is particularly the case among the self-employed and small to mid-sized businesses (SMBs), adoption isn’t limited to this area. In 2013, for instance, Apple devices accounted for nearly 90 percent of new mobile device activations in the enterprise.

As a result of this adoption, enterprise software vendors are developing applications specifically for Apple’s operating systems—OS X and iOS. Customer relationship management (CRM) software is one area where development is already underway. There are currently several CRM solutions on the market available to Apple users. These solutions come in two varieties: Mac-based CRMs and Web-based CRMs.

In this guide, we’ll profile the options available to help you better understand the differences between these two models.

Mac-Based CRM Solutions

Several vendors in the market have developed Mac-based CRM solutions, which are built to run natively on the Mac operating system. These systems borrow from the existing infrastructure of a Mac operating system, resulting in a user interface that is similar to the one Apple users are already familiar with.

Elements CRM Software

 

A screenshot of Elements CRM, a Mac-based CRM system

 

While Mac CRM solutions are excellent options for managing your customer relationships, there are relatively few Mac-based CRM options on the market today. Because of this, software buyers looking for a variety of options should consider looking into Software-as-a-Service (SaaS) systems that are “Mac-enabled,” or adapted for use via the Safari Web browser as well as other modern browsers.

Web-Based CRM Solutions

SaaS CRM systems are hosted in the Cloud. In this model, the vendor hosts and maintains the software on servers in a secure, off-site location. Users can access the software from any Web-enabled device, such as a computer, iPhone or iPad. These systems are typically built to be browser-agnostic, meaning they can accessed from Safari, Chrome or another Web browser you run on your Mac.

With the growth of mobile and tablet devices, more CRM vendors are developing subscription-based Cloud software. One benefit of opting for a Web-based CRM system is that it offers more flexibility down the road should you choose to switch away from Apple devices. If your company decides to go the PC route, for instance, you can continue to run your CRM on a hosted system.

Additionally, with the multitude of Web-based CRM systems available, the market is much larger, giving organizations more options when searching for a CRM to meet their unique functional needs.

A Web-based CRM system also requires a smaller upfront investment. Since the software isn’t installed or maintained on your organization’s premises, you won’t need to dedicate resources to an internal IT staff. Moreover, most Web-based systems are sold on a subscription basis and can be licensed for a more affordable monthly payment.

Common Features of Mac CRM Software

Marketing integration Lead management (including tools for lead generation, scoring and nurturing), email and event marketing, landing pages, Web and marketing analytics tools and campaign management.
Sales force automation Contact and opportunity management, workflow automation, territory management, sales forecasting, pipeline analysis and reporting.
Customer service & support Trouble ticketing, knowledge management and knowledge base systems, self-service solutions, case management, live chat and surveys.
Field service management Dispatching, scheduling, invoicing, inventory management and order management.
Call center automation Call routing, recording and monitoring; load balancing, call list management, autodialing, scripting, computer telephony integration (CTI) and interactive voice response (IVR).
Help desk automation Trouble ticketing, knowledge management, self-service, IT asset management, network management, service level agreement (SLA) management and remote control.
Channel management Lead and contact management, partner portals, partner relationship management and market development funds management.

Important Considerations

As you evaluate which option is right for managing your customer relationships, there are a few additional things to keep in mind. If the following considerations are important to you, make sure to discuss them with vendors prior to selecting a CRM system.

  • Social CRM. CRM vendors increasingly offer social functionality (e.g., social media monitoring) within their CRM application. These systems allow you to access and use data from social media networks such as Facebook, LinkedIn and Twitter. For instance, your sales rep could use the software to monitor a potential customer’s Twitter activity to look for purchasing signals and determine the right time to reach out and potentially close a deal.
Radian6 Social Listening Software
Salesforce's Radian6, an example of a CRM platform incorporating social media streams

 

  • Mobile CRM. Even if a CRM solution is Mac-based, there’s no a guarantee that the system will include support for your iPhone or iPad. If the system isn’t compatible with your device’s version of iOS, you may experience issues with appearance and performance. Meanwhile, a Web-based solution may not be built to run natively on iOS, resulting in a poor user experience on your mobile device. To make sure a system will work with your device, ask vendors if their software supports the version of your iPad or iPhone. (To learn more about CRM systems for mobile devices, check out our guides on mobile, iPad and Android CRM options.)
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  • Size of your business. Some CRM systems are only designed to serve the needs of small businesses, which may become an issue down the road as your company grows. If you’re a small business, the functionality offered by vendors that target mid-sized to enterprise-level companies may be more than you can reasonably use. Be sure to select a vendor that meets your level of business needs.