# Best Mac CRM Software - 2026 Reviews & Pricing > Find the best Mac CRM Software for your organization. Compare top Mac CRM Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/category/431-mac-crm --- [Home](https://www.softwareadvice.com/) / Mac CRM Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Mac CRM Software of 2026 Updated June 22, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide 4. Related Software Filter products 53 results ### Compare Products Showing 1 - 25 of 53 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.40 [(18786)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/) ### What users love - Strong customer relationship tools - Comprehensive sales process management - Highly adaptable platform customization ### To take in mind - Significant costs and add-on fees - Steep learning curve for users - Complex and limited reporting tools ### Best rated features: Drag & Drop 5.0 Proposal Generation 5.0 Job Scheduling 5.0 For Real Estate 5.0 [See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features) ### Starter Suite $25.00/month For up to 5 users ### Pro Suite $100.00/month This plan is designed for any size team and is billed annually. ### Enterprise $165.00/month This plan is designed for any size team and is billed annually. [See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans) [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 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 customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/) ### What users love - Intuitive and flexible usability - Affordable plans and free options - Comprehensive and customizable features ### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools ### Best rated features: Client/Property Matching 5.0 Remote Access/Control 5.0 For Financial Institutions 5.0 Customer Activity Tracking 5.0 ### Worst rated features: Chatbot 2.0 Social Marketing 3.0 Sales Forecasting 3.0 [See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features) ### Free Custom Pricing available upon request Up to 3 Users ### Standard $14.00/month ### Professional $23.00/month [See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans) [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) 4.79 [(653)](https://www.softwareadvice.com/crm/less-annoying-crm-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. Start your no-hassle, 30-day free trial today -- no credit card needed.... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) ### Best rated features: For Real Estate 5.0 Activity Tracking 5.0 Commission Management 5.0 Client/Property Matching 5.0 ### Worst rated features: Prospecting Tools 3.5 Data Security 4.0 [See all features](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#key-features) ### Core $15.00/month Get all our features at our single price tier. No more having to choose between complicated pricing models!... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) 4.72 [(683)](https://www.softwareadvice.com/crm/honeybook-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such as event service providers, marketing specialists, designers, creative professionals, consultants, coaches, personal service providers, and real estate professionals. The platform supports businesses in maintaining client relationships and organizing operational workflows. The system includes tools for tracking client interactions, creating proposals and contracts, processing invoices and payments, capturing leads through customizable forms, and managing projects. Its AI features assist with tasks such as generating email drafts, creating project summaries, analyzing business trends, and taking meeting notes. Additional features include a client portal, scheduling tools, and automation options. HoneyBook offers mobile access through iOS and Android apps, enabling professionals to manage operations remotely. It centralizes business processes and client communications to simplify workflows.... [Read more](https://www.softwareadvice.com/crm/honeybook-profile/) ### What users love - Centralized client organization tools - Intuitive and user-friendly design - Streamlined invoicing and contracts ### To take in mind - Email limitations and deliverability issues - Slow deposits and limited options - Expensive for small businesses ### Best rated features: Dashboard 5.0 Content Library 5.0 Task Progress Tracking 5.0 For Startups 5.0 ### Worst rated features: Status Tracking 3.0 Employee Scheduling 3.0 Business Process Automation 3.0 Customizable Forms 3.0 [See all features](https://www.softwareadvice.com/crm/honeybook-profile/#key-features) ### Starter $36.00/month ### Essentials $59.00/month ### Premium $129.00/month [See full pricing details](https://www.softwareadvice.com/crm/honeybook-profile/#pricing-and-plans) [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) 4.69 [(463)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services. The platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously. monday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.... [Read more](https://www.softwareadvice.com/marketing/monday-crm-profile/) ### What users love - User-friendly and intuitive interface - Customizable workflow automation tools - Efficient client relationship management ### To take in mind - Expensive for small teams ### Best rated features: Opportunity Management 5.0 Lead Scoring 5.0 Prioritization 5.0 Project Management 5.0 ### Worst rated features: Dashboard 2.0 Meeting Management 3.0 Campaign Management 3.0 Data Security 3.5 [See all features](https://www.softwareadvice.com/marketing/monday-crm-profile/#key-features) ### Basic $12.00/month ### Standard $17.00/month ### Pro $28.00/month [See full pricing details](https://www.softwareadvice.com/marketing/monday-crm-profile/#pricing-and-plans) [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.51 [(4466)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Best for:Real-Time Notifications ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey. It caters to a broad range of clients, both in the B2B and B2C sectors, and is versatile enough to suit various industries. The platform provides a wide array of functionalities, including marketing, sales automation, management of the sales pipeline, managing customer relationships, tracking emails, and organizing contacts and leads among others. HubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights.  HubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers. HubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.... [Read more](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) ### What users love - Centralized customer relationship management - Unified sales-marketing platform - Intuitive and clean interface ### To take in mind - Escalating costs and rigid plans - Email integration and automation issues - Cumbersome contact organization ### Best rated features: For Financial Institutions 5.0 Collaboration Tools 5.0 Relationship Tracking 5.0 Contract/License Management 5.0 ### Worst rated features: Social Media Integration 3.9 Forecasting 3.9 Performance Metrics 3.9 Document Storage 3.9 [See all features](https://www.softwareadvice.com/product/1854-HubSpot-CRM/#key-features) [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) 4.53 [(3055)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features. Pipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.... [Read more](https://www.softwareadvice.com/crm/pipedrive-profile/) ### What users love - Intuitive and user-friendly interface - Organized sales process management - Responsive and helpful support team ### To take in mind - Integration and email syncing issues - Extra costs for essential features - Limited and basic reporting tools ### Best rated features: Click Tracking 5.0 Client/Property Matching 5.0 Content Delivery 5.0 Multi-Channel Communication 5.0 [See all features](https://www.softwareadvice.com/crm/pipedrive-profile/#key-features) ### Lite $19.00/month This plan is available at $14/seat/month billed annually or $24/seat/month billed monthly. ### Growth $34.00/month This plan is available at $39/seat/month billed annually or $49/seat/month billed monthly. ### Premium $64.00/month This plan is available at $49/seat/month billed annually or $79/seat/month billed monthly. [See full pricing details](https://www.softwareadvice.com/crm/pipedrive-profile/#pricing-and-plans) [OnePageCRM](https://www.softwareadvice.com/crm/onepagecrm-profile/) 4.83 [(102)](https://www.softwareadvice.com/crm/onepagecrm-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. You can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. Unique CRM features: — Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps. — Contact management: All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. — Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub! — Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions. More CRM features: — Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool. — Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature. — Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner. — CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues. — CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/) ### Best rated features: Customizable Reports 5.0 Dashboard 5.0 Customizable Forms 5.0 Calendar Management 5.0 ### Worst rated features: Referral Tracking 3.0 [See all features](https://www.softwareadvice.com/crm/onepagecrm-profile/#key-features) ### Professional $9.95/month The monthly billing plan is also available. $15/month if billed annually. You can also avail a free 21-day trial. No credit card required.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) ### Business $19.95/month The monthly billing plan is also available. $29/month if billed annually. You can also avail a free 21-day trial. No credit card required.... [Read more](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/onepagecrm-profile/#pricing-and-plans) [Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) 4.63 [(167)](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: - AI-powered analysis for real-time sales impact measurement. - Geolocated opportunity information for strategic planning. - Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. - Customizable real-time data fields and stages to match unique sales processes. - AI-driven insights to minimize errors and misunderstandings. - Easy integration with your favorite apps. - Enhanced collaboration across departments, fostering a unified approach to sales success. Available on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.... [Read more](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) ### Best rated features: Marketing Automation 5.0 For Insurance Industry 5.0 Document Storage 5.0 Quotes/Estimates 5.0 ### Worst rated features: Product Catalog 3.0 [See all features](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#key-features) ### Basic €19.00/month [See full pricing details](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#pricing-and-plans) [Daylite for Mac](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) 4.58 [(361)](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Running a service-based business means balancing clients, projects, and relationships while still finding time to grow. Too often, that work is scattered across multiple apps, emails buried in inboxes, follow-ups forgotten, projects delayed, and important details lost. The result is wasted time, inefficiency, and stress. Daylite is the all-in-one app designed to help service-based businesses manage the entire client lifecycle in one place. From first contact to repeat and referral business, Daylite connects every step so you can deliver exceptional service without losing time to disconnected tools. Who Daylite is for Daylite is built for service-based businesses where time and trust are the product. Consultants, coaches, lawyers, real estate professionals, financial planners, and other professionals use Daylite to manage clients, new client opportunities, projects, tasks, notes, and email in one system designed for Apple users. Whether you’re a solo professional or leading a team, Daylite helps you stay organized, efficient, and focused on your clients. Why Daylite is different Unlike generic CRMs, Daylite integrates email directly into your workflow. Mail in Daylite turns messages into action by linking them to clients, new client opportunities, or projects, and by allowing you to create tasks, appointments, or even new client opportunities right from your inbox. Your inbox is no longer where work gets stuck, it becomes the place where work moves forward. Daylite is also built specifically for the Apple ecosystem, with native apps for Mac, iPhone, and iPad. It works seamlessly offline, syncing automatically when you’re back online, so you can rely on it wherever you are. Collaboration and visibility Daylite helps teams stay aligned by sharing calendars, delegating tasks, and tracking progress. Business owners gain visibility into workloads and upcoming deadlines, while individuals stay accountable and focused. For solo professionals, it provides the same clarity and organization without the need for extra staff. Security and trust We know your client data is sensitive. Daylite is ISO 27001 certified, uses secure cloud sync, and provides flexible permission controls so you decide who sees what. You can feel confident that your business and your client relationships are protected. Customer service that puts fit first At Marketcircle, we know that choosing software isn’t just about features it’s about finding the right fit for your business. That’s why we put so much effort into helping every customer succeed. We also recognize that effort is best spent on businesses that will truly benefit from Daylite. Our approach saves everyone time and money: you avoid investing in a tool that won’t serve you well, and we focus our resources on customers who can get the most out of Daylite. To make that decision easier, our team is available for calls to talk through your goals and challenges and to see if Daylite is the right match. If it is, we’ll guide you through getting started with personalized onboarding, one-on-one support, and a library of educational resources. If it isn’t, you’ll walk away knowing sooner rather than later with no wasted effort on either side. The outcome Daylite helps you run your service-based business more efficiently, so you get time back to focus on what matters most, like working with more clients, delivering great service, and growing your business with confidence. With everything connected, clients, new client opportunities, projects, tasks, notes, and email, you’ll avoid missed opportunities, streamline your workflows, and gain clear visibility into the bigger picture. That means fewer things slipping through the cracks and more confidence in how you operate your business every day.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) ### Best rated features: Workflow Configuration 5.0 Team Assignments 5.0 File Sharing 5.0 Idea Management 5.0 ### Worst rated features: Data Import/Export 2.0 Reporting/Analytics 2.8 [See all features](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#key-features) ### CRM $25.00/month Keep track of all the important details and interactions about your clients in one place, so you can spend less time managing your client list and spend more time building stronger relationships with them.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) ### Sales $40.00/month Stay on top of every deal and streamline your sales process efficiently in one place, so you can spend less time managing your sales opportunities and spend more time closing your deals.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) ### Projects $40.00/month Stay on top of all the crucial details and organize all the moving pieces of your projects in one place, so you can spend less time managing your projects and spend more time completing your deliverables.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) [Close](https://www.softwareadvice.com/crm/close-io-profile/) 4.66 [(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin. Close embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. Core capabilities include: - Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing - Inbox for managing two-way email conversations with open and click tracking - Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria - Pipeline management with Opportunities and deal tracking across stages - Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup - Web Forms for capturing and routing inbound leads directly into the CRM - Call coaching tools including listen, whisper, and barge Close automates the sales activities that happen between conversations: - Notetaker joins calls and meetings to record, transcribe, and summarize every conversation - AI Drafts writes follow-up emails after each call - AI Summaries give reps instant context on any lead - AI Enrich pulls live company and contact data from public sources - A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode These features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026. Close is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline. Plans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/) ### Best rated features: Call Recording 5.0 Lead Notifications 5.0 Customizable Templates 5.0 Third-Party Integrations 5.0 ### Worst rated features: Data Import/Export 1.0 Real-Time Notifications 1.0 [See all features](https://www.softwareadvice.com/crm/close-io-profile/#key-features) ### Solo $9.00/month Solo is perfect for individuals organizing leads, managing pipelines, and keeping communication in one place.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) ### Essentials $35.00/month A great plan for small teams. ### Growth $99.00/month Automation to help your team move faster. [See full pricing details](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) [Salesflare](https://www.softwareadvice.com/marketing/salesflare-profile/) 4.70 [(139)](https://www.softwareadvice.com/marketing/salesflare-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B businesses, who want to sell more with less work. It automates the data entry user would normally have in a CRM by gathering data from social profiles, emails, calendars, phones, company databases, and professional email signatures. Salesflare's customers use its CRM primarily to generate and follow-up leads at scale, assisted by its sales tracking and automation features. It has built-in email tracking, capabilities for sending personal emails at scale, lead scoring, social integrations, sales analytics, and an automated address book. Salesflare's full functionality is available across all devices used: Windows, Mac, Linux, iPhone, iPad, Android phones and tablets, ... and even inside Gmail or Outlook inboxes. The software is focused on accelerating B2B sales and is primarily used by marketing agencies, software companies, startups, consulting companies, commercial real estate agencies, non-profits, pharmaceutical, and manufacturing companies.... [Read more](https://www.softwareadvice.com/marketing/salesflare-profile/) ### Best rated features: Customizable Fields 5.0 Event Triggered Actions 5.0 Performance Metrics 5.0 Sales Activity Management 5.0 [See all features](https://www.softwareadvice.com/marketing/salesflare-profile/#key-features) ### Growth $29.00/month [See full pricing details](https://www.softwareadvice.com/marketing/salesflare-profile/#pricing-and-plans) [AgentLocator](https://www.softwareadvice.com/crm/agentlocator-profile/) 4.78 [(60)](https://www.softwareadvice.com/crm/agentlocator-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary AgentLocator provides lead generation and website design services coupled with a powerful in-house CRM system tailored to the needs of real estate agents. Suited for individual agents, real estate teams, and small and big brokerages. AgentLocator’s CRM system offers everything an agent needs for efficient contact management: -> a built-in dialer with call-recording capabilities -> automated listing emails with adjustable send frequencies -> mass emailing and texting capabilities -> access to HomeLocator, a personalized homesearch mobile app -> access to a CRM app for staying in the loop on the go -> an AI chatbot -> pre-loaded, A/B tested drip campaigns for lead nurturing -> a drip campaign and text and email template creator -> numerous pipeline statuses, tags and filters for contact organization -> lead activity alerts -> task management options -> lead sharing capabilities for teams. AgentLocator’s websites are modernly designed, SEO- and mobile-optimized, with dozens of templates to choose from. All websites come with: -> an IDX feed -> a multifeed option to connect multiple MLS feeds into one -> list and map property search -> numerous calculators -> a multitude of widgets to add “Just sold”, “Just listed”, exclusive and highlighted listings -> a HomeWorth page for online home evaluations -> a StreetMatch page for users to explore “For Sale” and “Sold” listings in their neighbourhoods -> pre-loaded Buyer and Seller Guides Through AgentLocator’s in-house Site Manager, agents can easily add unlimited community pages, landing pages with sign-up forms, blog posts, or other pages with just a few clicks. With the help of AgentLocator’s highly experienced marketing team that runs and manages their ads, real estate agents can generate online leads for themselves, their teams or brokerages through tested and proven Google Search and Facebook lead generation ads. For agents wanting to elevate their brand awareness and recognition, Tag Marketing services (i.e., remarketing or retargeting ads) are also available through the Google Display Netwble. Google Search Ads are directed towards an A/B tested, lead-generation-focused website, offering a user-friendly search experience (list and map searches available) with carefully designed property pages boasting a listing history. AgentLocator’s in-house Facebook integration allows the seamless running of Facebook lead generation ads, with leads automatically fed into the CRM system. AgentLocator’s training ecosystem includes: -> free and unlimited 1-on-1 training sessions focused on lead conversion and various tools and features available within the in-house CRM system -> weekly webinars with top real estate coaches -> an extensive online knowledge base with hundreds of how-to articles and videos. Also available for free is an industry-first, comprehensive “Lead Conversion” course, which teaches agents everything they need to know about converting online leads, from objection handling and mindset mastery to organizing their dashboards and nurturing their leads. AgentLocator’s Customer Support reps are available directly via phone (no click-through menu), email and a client-focused Facebook Group, with an average resolution time of less than an hour. AgentLocator’s CRM system is easily integrated with other solutions, such as Follow Up Boss, Google Calendar, BombBomb, and Zapier.... [Read more](https://www.softwareadvice.com/crm/agentlocator-profile/) ### Best rated features: Email Templates 5.0 Mobile Access 5.0 Access Controls/Permissions 5.0 Lead Management 4.8 ### Worst rated features: Email Tracking 1.0 Customizable Fields 1.0 Task Management 1.0 Calendar Management 1.0 [See all features](https://www.softwareadvice.com/crm/agentlocator-profile/#key-features) [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) 4.65 [(71)](https://www.softwareadvice.com/product/113880-FreeAgent-Network/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.... [Read more](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) ### Best rated features: Pipeline Management 5.0 Customer Segmentation 5.0 Third-Party Integrations 5.0 Dashboard 5.0 ### Worst rated features: Campaign Management 3.0 Marketing Automation 3.0 [See all features](https://www.softwareadvice.com/product/113880-FreeAgent-Network/#key-features) [RAYNET CRM](https://www.softwareadvice.com/scm/raynet-profile/) 4.85 [(27)](https://www.softwareadvice.com/scm/raynet-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective. Who, when, with whom, for how much… Everything about open deals in one place: Just one look gives you a very good overview of how your salesmen are doing. You get 100% control over your sales and save time on meetings or tailoring proposals. Why Raynet? - Smooth integration with you calendar, e-mail, phone and other applications, - all your data in one place, - your team can work from anywhere, - immediate analysis of your sales score, - increased productivity and effectiveness. Free trial for 30 days: Make sales easier.... [Read more](https://www.softwareadvice.com/scm/raynet-profile/) ### Best rated features: Contact Database 5.0 Segmentation 5.0 Territory Management 5.0 Search/Filter 5.0 ### Worst rated features: Dashboard 3.0 Lead Qualification 3.7 Data Import/Export 4.0 [See all features](https://www.softwareadvice.com/scm/raynet-profile/#key-features) ### Start $19.00/month For individuals and small sales teams ### Professional $38.00/month For medium-sized and growing teams ### Ultimate $48.00/month For larger teams [See full pricing details](https://www.softwareadvice.com/scm/raynet-profile/#pricing-and-plans) [Kommo](https://www.softwareadvice.com/product/3142-Kommo/) 4.39 [(219)](https://www.softwareadvice.com/product/3142-Kommo/reviews/) Best for:On the rise ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own chatbots with the code-free chatbot builder, and make sure your business is online 24/7, at any capacity. Sales managers love Kommo for in-depth analytics, reporting, and automation capabilities Lead generation is simple with Kommo’s easy to use integrations and web forms. Chat, call and email your prospects straight from the CRM. All events are stored in the lead card, including call recordings, tasks and chat messages. No data is lost or forgotten. It’s a messenger-based sales solution for entrepreneurs, small and medium businesses. With workflow automation, you can ensure your sales team doesn’t waste time on repetitive tasks. Manage leads, assign tasks, run email campaigns and much more without lifting a finger. In-depth analytics provide a full overview of your sales process. You can even manage the CRM on the go, with the mobile app available both on iOS and Android. The setup process is made as seamless as possible. Connecting your email address and importing your customer database takes mere moments. Integrate with a myriad of different services free of charge, and build a powerful sales stack. Our clients are offered free onboarding and setup assistance, as well as multichannel support during business hours.... [Read more](https://www.softwareadvice.com/product/3142-Kommo/) ### What users love - Robust multi-channel integrations - Organized sales process oversight - Centralized and intuitive lead tracking ### To take in mind - Slow and ineffective customer service - Unreliable and unresponsive tech help ### Best rated features: Channel Management 5.0 Engagement Tracking 5.0 Prioritization 5.0 Appointment Scheduling 5.0 ### Worst rated features: Territory Management 1.0 [See all features](https://www.softwareadvice.com/product/3142-Kommo/#key-features) ### Base $15.00/month 2,500 active leads per user ### Advanced $25.00/month 5,000 active leads per user ### Enterprise $45.00/month 10,000 active leads per user [See full pricing details](https://www.softwareadvice.com/product/3142-Kommo/#pricing-and-plans) [Shape](https://www.softwareadvice.com/product/49041-SetShape/) 4.68 [(44)](https://www.softwareadvice.com/product/49041-SetShape/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary 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 in industries such as legal, real estate, mortgage, insurance, education, hvac and construction. Shape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place. Shape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail. Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.... [Read more](https://www.softwareadvice.com/product/49041-SetShape/) ### Best rated features: Activity Tracking 5.0 Communication Management 5.0 Self Service Portal 5.0 Customizable Forms 5.0 ### Worst rated features: Email Marketing 3.0 Lead Capture 3.0 Contact Database 3.7 Customizable Fields 3.7 [See all features](https://www.softwareadvice.com/product/49041-SetShape/#key-features) ### Basic $119.00/month [See full pricing details](https://www.softwareadvice.com/product/49041-SetShape/#pricing-and-plans) [Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/) 4.45 [(453)](https://www.softwareadvice.com/crm/really-simple-systems-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth. Our CRM system is designed to grow with your business. There are 4 price plans; Free, Starter, Professional and Enterprise, offering easy solutions that will work for your business. Our customer support is totally free of charge and you'll find lots of self-service resources so you can get the most from your CRM. Our integrated CRM and marketing solution lets you build campaigns and send emails directly from your CRM, using your data to personalize and segment. New leads can be captured from your website and assigned to sales staff to follow up. Or you can add them directly to an automated marketing campaign, letting you work smarter. The stats package means you can monitor the leads, opportunities and value of closed deals, then track the ROI for each campaign, and optimise your marketing spend.... [Read more](https://www.softwareadvice.com/crm/really-simple-systems-profile/) ### What users love - Responsive and helpful assistance - Straightforward and intuitive interface - Affordable and flexible plans ### To take in mind - Cumbersome and limited email tools ### Best rated features: Customizable Reports 5.0 Batch Processing 5.0 Data Visualization 5.0 API 5.0 [See all features](https://www.softwareadvice.com/crm/really-simple-systems-profile/#key-features) ### Free $0.00/month This free trial is free forever. In this plan, you get unlimited contacts, 100 company records, 100MB of data storage, and can add up to 2 users.... [Read more](https://www.softwareadvice.com/crm/really-simple-systems-profile/#pricing-and-plans) ### Starter $17.00/month This starter plan includes small team sales tracking and collaboration. In this plan, you get unlimited contacts, 1000 company records, and 1GB of data storage.... [Read more](https://www.softwareadvice.com/crm/really-simple-systems-profile/#pricing-and-plans) ### Professional $33.00/month This professional plan includes advanced features and increased security. In this plan, you get unlimited contacts, 5000 company records, and 5GB of data storage.... [Read more](https://www.softwareadvice.com/crm/really-simple-systems-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/really-simple-systems-profile/#pricing-and-plans) [vcita](https://www.softwareadvice.com/crm/vcita-profile/) 4.45 [(292)](https://www.softwareadvice.com/crm/vcita-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small businesses. Entrepreneurs and small business owners from different industries use vcita to manage their time, money, clients and marketing, all from one place. From collecting payments to managing clients, scheduling appointments to sharing documents and much more, vcita has all a business needs to organize and grow the organization. Using vcita, businesses can discover new opportunities for growth, extend the brand, drive more clients to engage and deliver unparalleled, personalized services.... [Read more](https://www.softwareadvice.com/crm/vcita-profile/) ### What users love - User-friendly and intuitive design - Website and tool integration options - Centralized client communication tools ### To take in mind - Scheduling reliability concerns - Slow and unresponsive assistance - Payment and billing limitations ### Best rated features: Scheduled Messaging 5.0 Customizable Reports 5.0 SMS Reminders 5.0 Automated Responses 5.0 ### Worst rated features: Generative AI 2.0 [See all features](https://www.softwareadvice.com/crm/vcita-profile/#key-features) ### Kickstart $35.00/month Applicable when team size is 1 ### Business $65.00/month Based on team size ### Platinum $110.00/month Based on team size [See full pricing details](https://www.softwareadvice.com/crm/vcita-profile/#pricing-and-plans) [17hats](https://www.softwareadvice.com/bpm/17hats-profile/) 4.40 [(136)](https://www.softwareadvice.com/bpm/17hats-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Available Software Advice Summary 17hats is a cloud-based business management platform that helps automate the entire business process. It caters to a wide spectrum of small-scale businesses by providing them with tools that allow them to manage operations such as scheduling, billing, and meetings. It eliminates the need for any kind of paperwork. 17hats ensures that businesses primarily focus on work by automating crucial business tasks. Those who benefit the most from the platform are photographers, who have no problem handling multiple clients on a regular basis. It lets users create new leads in seconds, making it a feasible solution for turning potential customers into regular ones. The intuitive UI helps users to instantly respond to customer queries in order to improve customer relations. It helps to remind customers about due payments, builds attractive and professional invoices, creates customized contracts, signs deals online, processes payments, and manages customer profiles.... [Read more](https://www.softwareadvice.com/bpm/17hats-profile/) ### Best rated features: Client Management 5.0 Mobile Access 5.0 Online Booking 5.0 Time Tracking 5.0 ### Worst rated features: CRM 3.8 Order Management 3.9 [See all features](https://www.softwareadvice.com/bpm/17hats-profile/#key-features) ### Level One $15.00/month You can try this plan for free up to three projects. ### Level Two $30.00/month You can try this plan for free up to three projects. ### Level Three $60.00/month You can try this plan for free up to three projects. [See full pricing details](https://www.softwareadvice.com/bpm/17hats-profile/#pricing-and-plans) [Saleoid](https://www.softwareadvice.com/form-builder/equp-profile/) 4.60 [(10)](https://www.softwareadvice.com/form-builder/equp-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Saleoid was built to bridge a gap we kept seeing in the market. Most teams are forced to choose between a lightweight CRM that cannot run their full workflow, or an expensive all-in-one suite that is bloated, complex, and priced like an enterprise tool. Growing businesses need something simpler: one connected system that keeps every customer interaction, document, message, invoice, and campaign tied to the same record. That is where Saleoid fits in. It is designed as a true all-in-one platform that connects the entire revenue journey from generating leads to managing relationships, closing deals, running marketing, and getting paid. Instead of scattered files across computers, email threads, online drives, and WhatsApp chats, Saleoid keeps documents organized under each client so your team always knows what is missing and what comes next. You can request documents over email and automate reminders to reduce back-and-forth and delays. Pain points Saleoid solves \* Tool overload and messy handoffs: Sales, marketing, billing, and documents often live in separate tools. Saleoid unifies them so data is not duplicated and teams do not chase updates. \* CRMs that do not scale with real workflows: Many CRMs stop at contact and pipeline tracking. Saleoid supports automation, add-on apps, and a broader operating layer that grows with your process. \* Pricing that punishes growth: Per-seat pricing and hidden add-ons can make suites expensive fast. Saleoid starts at just $5/month on a 2-year plan and stays modular so you add apps only when needed. \* Low email deliverability: Saleoid supports one-time contact validation (via credits) when adding contacts for marketing emails, helping keep lists cleaner and deliverability stronger. \* Multi-company management headaches: Agencies and multi-brand teams often need multiple accounts. Saleoid supports managing multiple companies under one subscription. How teams use Saleoid today Customers often start by centralizing contacts, deals, and documents, then layer in workflows like lead capture forms, follow-up automation, marketing campaigns, and billing without migrating to a completely different system later. Since Saleoid supports both Custom Plans and Bundled Plans, teams can begin lean and switch plans as their needs evolve. Every plan includes a 15-day risk-free trial, and 1:1 onboarding and support is available with applicable plans or as a one-time add-on. If you want the Best CRM Software experience without the usual complexity and cost, Saleoid is built to be that connected system.... [Read more](https://www.softwareadvice.com/form-builder/equp-profile/) ### Best rated features: Invoice Creation 5.0 Invoice History 5.0 Event Scheduling 5.0 Registration Management 5.0 ### Worst rated features: Message Personalization 3.5 Customizable Forms 4.0 Forms Creation & Design 4.0 Email Marketing 4.0 [See all features](https://www.softwareadvice.com/form-builder/equp-profile/#key-features) ### Customize Your CRM $5.00/month Customize Your CRM with Saleoid by picking only what your business needs. Start with the Sales CRM foundation from $5/month on a 2-year plan (also available yearly or monthly) and get a 15-day risk free trial. Your base includes 2,500 contacts and companies, 1 user, 3 accounts, 5 automations, 5 custom fields, and 3 months of activity tracking. You also get a 360 degree customer view, client portal, email sync, lead scoring, custom dashboards, advanced filters, document management, roles and permissions, tasks, notes, segmentation, notifications, plus email verifier, tracking, and scheduling. Add more apps any time for landing pages, forms, appointments, email marketing, invoicing, payments, quotes, subscriptions, and more.... [Read more](https://www.softwareadvice.com/form-builder/equp-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/form-builder/equp-profile/#pricing-and-plans) [Onpipeline](https://www.softwareadvice.com/crm/onpipeline-profile/) 4.33 [(3)](https://www.softwareadvice.com/crm/onpipeline-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Unique CRM tools for organizing data, overseeing leads, managing deals and the entire sales process, tracking activities, reporting, and producing price quotes and invoices.  The immediate advantages of our system are that all customer details and history are conveniently stored in one place for both you and your team, The database can be tailored to accomodate specific fields that your industry or business requires, the sales process is kept under control.... [Read more](https://www.softwareadvice.com/crm/onpipeline-profile/) ### Best rated features: Customizable Fields 5.0 Document Storage 5.0 Contact Management 4.0 Workflow Management 4.0 ### Worst rated features: Lead Management 2.5 Reporting/Analytics 3.0 Email Management 3.0 Calendar/Reminder System 3.0 [See all features](https://www.softwareadvice.com/crm/onpipeline-profile/#key-features) ### Basic $25.00/month [See full pricing details](https://www.softwareadvice.com/crm/onpipeline-profile/#pricing-and-plans) [Reflect CRM Software](https://www.softwareadvice.com/crm/reflect-crm-profile/) 3.0 [(2)](https://www.softwareadvice.com/crm/reflect-crm-profile/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Reflect CRM is an on-premise customer relationship management solution that enables businesses to manage customer relationships and databases. It is suitable for individuals or small businesses looking to manage their contacts and track interactions. Reflect CRM key features include contact management and sales force automation functionality, including customer profiles, note-taking, interaction tracking, tasks, events and basic reporting. The solution consolidates customer information across an organization which enables users to get insight into their clients and customers for decision making. Reflect CRM also allows users to automatically import information from Outlook contacts and other databases. Although Reflect CRM is an on-premise solution, its web access mode enables mobile access, as well as access for multiple users on a single account. It supports Windows and Mac OS.... [Read more](https://www.softwareadvice.com/crm/reflect-crm-profile/) ### Basic $24.99one time [See full pricing details](https://www.softwareadvice.com/crm/reflect-crm-profile/#pricing-and-plans) [Salesforce Starter](https://www.softwareadvice.com/product/82914-Salesforce-Starter/) 4.40 [(224)](https://www.softwareadvice.com/product/82914-Salesforce-Starter/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Salesforce Starter is a comprehensive CRM suite designed for growing businesses. It provides essential marketing, sales, service, and commerce tools in a unified platform. Salesforce Starter enables users to organize customer data, manage relationships, and gain valuable business insights. Its dynamic email marketing and analytics capabilities allow users to nurture prospect and customer connections with customizable email templates. The suite's segmentation features unify customer data across marketing, sales, and service, enabling personalized communications. The sales process streamlined with deal management tools and customer service features, including case management and escalation, help ensure efficient issue resolution. For businesses looking to establish an online presence, Salesforce Starter offers a storefront builder with drag-and-drop design tools and built-in merchandising and commerce analytics. The all-in-one CRM solution provides growing companies the essential functionality they need to find new leads, win deals, and sell online, all from a centralized platform.... [Read more](https://www.softwareadvice.com/product/82914-Salesforce-Starter/) ### Best rated features: Survey/Poll Management 5.0 Email Marketing 5.0 Campaign Scheduling 5.0 Health Score 5.0 ### Worst rated features: Forecasting 2.5 For Small Businesses 3.0 Calendar Sync 3.0 [See all features](https://www.softwareadvice.com/product/82914-Salesforce-Starter/#key-features) ### Starter $25.00/month The plan is billed monthly. On annual billing, the plan price becomes $25 per use/mo. ### Pro $100.00/month [See full pricing details](https://www.softwareadvice.com/product/82914-Salesforce-Starter/#pricing-and-plans) [Contactually](https://www.softwareadvice.com/crm/contactually-profile/) 4.26 [(103)](https://www.softwareadvice.com/crm/contactually-profile/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive personalized communication with their clients. The solution helps with identifying new relationships, following possible leads, generating new referrals, closing opportunities and driving business growth. With Contactually, businesses can organize their contact list into multiple categories and engage with different sets of audiences accordingly. Contactually offers a dashboard for tracking daily follow-ups, scheduling events on a centralized calendar and monitoring engagement with key clients. Businesses can create multiple buckets from their contact list and configure sales pipelines across multiple channels. With Contactually, businesses can automate their workflow by applying rules to a number of actions. The solution is capable of integrating with multiple email service providers such as Gmail, Outlook or any other IMAP-based email. Other features include processing client engagement history and generating business insights, assigning and distributing leads among the workforce and tracking business activity through the Contactually mobile app available for Android and iOS.... [Read more](https://www.softwareadvice.com/crm/contactually-profile/) ### Best rated features: Alerts/Notifications 5.0 Lead Nurturing 5.0 Email Marketing 5.0 Reporting/Analytics 5.0 ### Worst rated features: Marketing Automation 2.0 Contact Management 3.8 Interaction Tracking 4.0 [See all features](https://www.softwareadvice.com/crm/contactually-profile/#key-features) ### Professional $69.00/month The pricing available is for the existing customers. New customers are no longer accepted. ### Accelerator $119.00/month The pricing available is for the existing customers. New customers are no longer accepted. [See full pricing details](https://www.softwareadvice.com/crm/contactually-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/category/431-mac-crm/?page=2)[3](https://www.softwareadvice.com/category/431-mac-crm/?page=3) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ Bigin by Zoho CRM vs Zoho CRM ](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/zoho-crm/)[ Less Annoying CRM vs Daylite for Mac ](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/vs/less-annoying-crm/)[ Pipedrive vs Salesforce Starter ](https://www.softwareadvice.com/compare/82914-Salesforce-Starter/vs/321306-pipedrive/) ## Your Guide to Top Mac CRM Software, October 2022 Software Advice uses reviews from real software users to highlight the top-rated Mac CRM products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) - [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) - [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) - [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) - [Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/) - [vtenext](https://www.softwareadvice.com/crm/vtenext-profile/) - [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) - [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) - [vcita](https://www.softwareadvice.com/crm/vcita-profile/) - [Method CRM](https://www.softwareadvice.com/crm/method-crm-profile/) - [Nimble](https://www.softwareadvice.com/help-desk/nimble-profile/) - [Daylite for Mac](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) - [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) - [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) - [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) - [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) - [Salesforce Starter](https://www.softwareadvice.com/crm/salesforceiq-profile/) - [Insightly](https://www.softwareadvice.com/product/2667-Insightly/) - [Efficy CRM](https://www.softwareadvice.com/crm/efficy-profile/) - [Agile CRM](https://www.softwareadvice.com/product/6827-Agile-CRM/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. Here's what we'll cover: - [What is CRM software for Mac?](#WhatisCRMsoftwareforMac) - [Mac-Based CRM Solutions](#MacBasedCRMSolutions) - [Web-Based CRM Solutions](#WebBasedCRMSolutions) - [Common Features of Mac CRM Software](#CommonFeaturesofMacCRMSoftware) - [Important Considerations](#ImportantConsiderations) ## 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](http://media.www1.good.com/documents/Good-Q2-Q3-2013-Device-Activations.pdf) 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. ([https://software-advice.imgix.net/managed/tinymce\_files/images/Elements](https://software-advice.imgix.net/managed/tinymce_files/images/Elements) _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](https://www.softwareadvice.com/category/4630-marketing/) Lead management (including [tools for lead generation](https://www.softwareadvice.com/marketing/lead-generation-comparison/), scoring and nurturing), email and event marketing, landing pages, Web and marketing analytics tools and campaign management. [Sales force automation](https://www.softwareadvice.com/crm/sales-force-automation-comparison/) Contact and opportunity management, workflow automation, territory management, sales forecasting, pipeline analysis and reporting. [Customer service & support](https://www.softwareadvice.com/crm/customer-service-comparison/) Trouble ticketing, [knowledge management and knowledge base systems](https://www.softwareadvice.com/help-desk/knowledge-management-comparison/), self-service solutions, case management, live chat and surveys. [Field service management](https://www.softwareadvice.com/field-service/) Dispatching, scheduling, invoicing, inventory management and order management. [Call center automation](https://www.softwareadvice.com/call-center/) Call routing, recording and monitoring; load balancing, call list management, autodialing, scripting, computer telephony integration (CTI) and interactive voice response (IVR). [Help desk automation](https://www.softwareadvice.com/help-desk/) Trouble ticketing, knowledge management, self-service, IT asset management, network management, service level agreement (SLA) management and remote control. [Channel management](https://www.softwareadvice.com/crm/channel-management-comparison/) 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. _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](https://www.softwareadvice.com/crm/mobile-crm-comparison/), [iPad](https://www.softwareadvice.com/crm/ipad-comparison/) and Android CRM options.) - **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. ### Related Mac CRM Software - [CRM Software](https://www.softwareadvice.com/crm/) - [Construction CRM Software](https://www.softwareadvice.com/construction/homebuilder-crm-software-comparison/) - [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) - [Nonprofit CRM Software](https://www.softwareadvice.com/category/4788-nonprofit-crm/) - [Online CRM Software](https://www.softwareadvice.com/crm/online-crm-comparison/) - [Real Estate CRM Software](https://www.softwareadvice.com/crm/real-estate-crm-comparison/)