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Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools from Sales Cloud. This Sale...Read more about Salesforce Sales Cloud
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Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase prod...Read more about Insightly
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Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for ente...Read more about Close
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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 su...Read more about Shape
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Built on top of monday.com Work OS, monday CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to post-sales management like client p...Read more about monday CRM
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FreeAgent CRM is a fully-featured CRM 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 visibil...Read more about FreeAgent CRM
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Ranked the #1 easiest-to-use CRM for small businesses and the #1 CRM by US News and World Report for four consecutive years, Less Annoying CRM has unmatched simplicity and service. Our seasoned CRM Coaches, with an average tenure over five years, provide ...Read more about Less Annoying CRM
HoneyBook is the centralized clientflow management platform that empowers independent businesses to deliver remarkable client experiences and operate with confidence. Use one platform to see what’s happening with all projects. Manage each stage, from inq...Read more about HoneyBook
Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potent...Read more about Pipedrive
HubSpot is a cloud-based, AI-powered customer relationship management (CRM) platform that helps companies of all sizes grow better. HubSpot has hundreds of thousands of B2B and B2C customers and is built for scaling companies across all industries. It offe...Read more about HubSpot CRM
Take back control of your business with Daylite for Mac! Daylite was designed to empower small business owners by streamlining client management, sales processes, and project organization, freeing up more time for the things they are passionate about. ...Read more about Daylite for Mac
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 ...Read more about Salesflare
ForceManager 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-powe...Read more about ForceManager
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/r...Read more about OnePageCRM
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 manag...Read more about RAYNET CRM
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 ...Read more about 17hats
CloudBlue PSA is a hybrid professional services automation (PSA) solution that helps cloud-based managed service providers and software companies of all sizes to manage their business operations. The solution can be deployed either on-premise or hosted in ...Read more about CloudBlue PSA
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 plac...Read more about Spotler CRM
EQUP is designed is to bridge the gap between the currently available solutions and the requirements of small business owners. Things that no one else offers - Inventory pooling - Free version has no feature restrictions - Dedicated resources to manag...Read more about EQUP
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...Read more about Onpipeline
With Salesforce Starter, find more leads, win more deals, and keep customers happy with out-of-the-box tools built into the world’s #1 CRM suite. Introducing the all-in-one, easy-to-use solutions that bring marketing, sales, and service together. Starter S...Read more about Salesforce Starter
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. ...Read more about Reflect CRM Software
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...Read more about vcita
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 re...Read more about Contactually
Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists, email conversations and soci...Read more about Nimble
Popular Comparisons
Your Guide to Top Mac CRM, 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 chosenExplore FrontRunners
“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.
Buyers Guide
This detailed guide will help you find and buy the right mac crm software for you and your business.
Last Updated on March 16, 2023Here's what we'll cover:
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.
(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
Lead management (including tools for lead generation, scoring and nurturing), email and event marketing, landing pages, Web and marketing analytics tools and campaign management. | |
Contact and opportunity management, workflow automation, territory management, sales forecasting, pipeline analysis and reporting. | |
Trouble ticketing, knowledge management and knowledge base systems, self-service solutions, case management, live chat and surveys. | |
Dispatching, scheduling, invoicing, inventory management and order management. | |
Call routing, recording and monitoring; load balancing, call list management, autodialing, scripting, computer telephony integration (CTI) and interactive voice response (IVR). | |
Trouble ticketing, knowledge management, self-service, IT asset management, network management, service level agreement (SLA) management and remote control. | |
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, iPad 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.