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Salesforce Sales Cloud

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 fr...Read more about Salesforce Sales Cloud

4.4 (18265 reviews)

201 recommendations

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 b...Read more about Shape

4.8 (41 reviews)

41 recommendations

FreeAgent CRM

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 f...Read more about FreeAgent CRM

4.7 (72 reviews)

30 recommendations

Less Annoying CRM

Less Annoying CRM is a customer relationship management solution built for small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information, project...Read more about Less Annoying CRM

4.8 (579 reviews)

12 recommendations

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monday sales CRM

Built on top of monday.com Work OS, monday sales 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 pos...Read more about monday sales CRM

4.7 (383 reviews)

12 recommendations

Zoho CRM

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 respo...Read more about Zoho CRM

HubSpot CRM

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of ...Read more about HubSpot CRM

Pipedrive

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 invol...Read more about Pipedrive

Nimble

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, em...Read more about Nimble

Bitrix24

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m...Read more about Bitrix24

Insightly

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 sal...Read more about Insightly

HoneyBook

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. M...Read more about HoneyBook

Agile CRM

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management,...Read more about Agile CRM

Spotler CRM

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...Read more about Spotler CRM

Bigin by Zoho CRM

Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on greater ease-of-use, Bigin brings spreadsheets-like simplicity to CRM and allows anyone to get started in ...Read more about Bigin by Zoho CRM

Daylite for Mac

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 the...Read more about Daylite for Mac

vcita

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, mo...Read more about vcita

Popl

Popl is a digital business card platform for teams. Send your digital business card via text message, email, Airdrop, email signatures, Zoom backgrounds, iPhone widgets and more. The platform integrates with 4,000+ apps which allo...Read more about Popl

Salesforce Starter

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 s...Read more about Salesforce Starter

Kommo

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 chatbot...Read more about Kommo

Buyers Guide

Last Updated: March 16, 2023

Here'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

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.)

  • 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.