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The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read More
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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... Read More
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Daylite from Marketcircle, Inc. enables users to manage many business aspects from a single application. It prioritizes projects and opportunities to provide visibility over short and long-term goals of the company, then organizes... Read More
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Less Annoying CRM

Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information,... Read More
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NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read More
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Infusionsoft is a cloud-based sales and marketing platform that brings Customer Relationship Management (CRM), Marketing Automation, and E-Commerce together in one centralized system, so small businesses can deliver personalized sales... Read More
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Maximizer CRM

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CRM features... Read More
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LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management,... Read More
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Cosential is a cloud-based CRM and proposal automation tool that allows business developers, marketers and principles to access and act upon the information specific to their role that compliments cross-functional workflows. The solution... Read More
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HubSpot CRM

With its cloud-based, customer relationship management platform, HubSpot 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 segments, including... Read More
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Lasso CRM

Designed to support the unique needs of the homebuilding industry, Lasso CRM is a complete customer relationship management solution that helps developers, new home sales agencies and builders market and sell their developments. This... Read More
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Logicbox CRM

Logicbox is a cloud-based customer relationship management (CRM) solution that is suitable for small to midsize businesses in a variety of industries. It offers a suite of standard CRM functions that can be configured to incorporate... Read More
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Prophet CRM

Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to unify... Read More
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Soffront CRM

Soffront CRM is a Customer Relationship Management solution for small to mid-size companies. Soffront CRM helps businesses streamline and optimize all customer-related activity across the enterprise: marketing automation, sales force... Read More
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JobNimbus is a cloud-based integrated CRM and project management solution suitable for small and midsize businesses. The solution allows companies to manage their contacts, tasks and projects along with detailed reporting capabilities. With... Read More
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Insightly CRM provides businesses with a way to manage projects and track contacts, communications, sales, projects, tasks and documents in a single platform. It is available via the Web and on mobile devices. Designed to integrate... Read More
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SalesOutlook CRM

SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. SalesOutlook CRM automatically syncs all customer data at one place. All files and email correspondence... Read More
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amoCRM’s sales management service is a web based platform available anywhere with an Internet connection. Users of the system can manage their pipeline, sales team and receive analytic feedback and reports. In addition, users can... Read More
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Contractor's Cloud

Contractor's Cloud is an online sales and lead management software for contractors, providing a variety of features including lead management, estimating, work order scheduling, material order scheduling, commission tracking, invoicing,... Read More
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Canary AMS

Catering to insurance agencies and agents, TechCanary delivers advanced software solutions that address the industry’s specific needs. Their core product, Canary AMS, is more than an Agency Management System (AMS), it also has a... Read More
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Base CRM is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Base CRM features... Read More
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OnContact CRM

OnContact CRM is a mid-market customer relationship management (CRM) solution that can be deployed on-premise or in the cloud. OnContact includes complete sales automation, marketing automation, customer service and contact center... Read More
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Powered by Salesforce, Propertybase is a powerful web-based Customer Relationship Management solution designed specifically for Real Estate brokers. The integrated suite of applications offered by Propertybase includes Marketing Automation,... Read More
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VanillaSoft Pro

VanillaSoft is a powerful sales management software designed for inside sales teams. This solution combines important features for CRM, lead management and telemarketing in an easy-to-use, simple solution that can be accessed from... Read More
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Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range... Read More
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Workbooks is a web-based CRM designed for small and medium businesses. It is used in a variety of industries including finance, telecommunications, construction, logistics and manufacturing (among others). It was launched in 2007 by... Read More
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Infor CRM (formerly Saleslogix)

Formerly Saleslogix, Infor CRM offers a flexible customer relationship management (CRM) system for managing relationships, information and CRM. It provides comprehensive capabilities for managing sales, marketing and customer service... Read More
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Really Simple Systems

Really Simple Systems CRM is a cloud-based customer relationship management (CRM) system designed for small and midsize organizations. The solution comes in both free and paid editions. The free edition offers only sales force automation... Read More
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bpm'online CRM

Bpm'online is a process-driven customer relationship management (CRM) solution for marketing, sales and service automation. The solution allows companies to manage the customer lifecycle from lead to sales and to ongoing customer service. The... Read More
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Healthcare Relationship Cloud is a healthcare relationship management (HRM) platform designed for mid-size to large health systems, diagnostic labs, and post-acute care organizations. The hc1 solution is utilized by more than 1,000 locations across the... Read More
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ProsperWorks CRM

ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The ProsperWorks... Read More
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SalesNOW by Interchange Solutions Inc. is a cloud-based CRM platform that can be used on laptops and desktops via web browser or any connected mobile device. The system offers applications designed specifically for Android, iPhone,... Read More
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Claritysoft is a customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Claritysoft... Read More
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Boomtown provides marketing and sales automation solutions for the real estate industry. Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales. The... Read More
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Pipeliner CRM

Pipeliner CRM is an end-to-end customer management system that provides better visibility and transparency into the entire sales process. It is a web-based system that is both Mac and Windows compatible, as well as offering an app... Read More
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NetHelpDesk is an ITIL aligned help desk software that offers ticket tracking and customer relationship management modules with reporting capabilities. The system can manage help desk requests, integrate with email and calendars, provide... Read More
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Membrain by Upstream offers a sales automation platform with CRM functionality. The system provides pipeline management, prospecting, lead scoring, sales analytics and content management functionality. Membrain users can define buyer-aligned... Read More
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TRACK Hospitality Software offers a flexible suite of applications for hotels, resorts, and vacation rental management companies. This web-based system is platform agnostic, and offers mobile-OS specific apps for Android, Windows Phone,... Read More
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Freshsales is a sales automation solution offering multi-platform capabilities including a native app for iPhone and iPad.  Included in the system is a one-click phone; no additional hardware or software is needed to use this feature.... Read More
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Maximizer CRM

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

Sales Rabbit is Customer Relationship Management software for companies of all sizes and is fully customizable. The system’s primary functionalities are sales automation, call center, help desk, and live chat. Sales Rabbit offers... Read More
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Chime is a marketing and customer relationship management (CRM) suite designed for small and midsize real estate businesses. Chime provides team management features, lead and customer management and content management. Chime sends... Read More
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HaystackCRM is a cloud-based customer relationship management tool for small and midsize businesses that features dedicated mobile apps for iOS and Android devices. HaystackCRM also offers email integration, geolocation of clients,... Read More
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SmartFunnel is a cloud-based customer relationship management (CRM) solution for small to midsize B2B sales teams. Key features include sales automation, pipeline velocity reporting and customer interaction support. SmartFunnel is... Read More
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Oracle Sales Cloud

Oracle Sales Cloud is a sales management application under Oracle’s umbrella of hosted customer experience (CX) products. An emphasis on modern interface design, simplified cloud-based implementation and a highly functional native... Read More
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MyCRMonCall is a cloud-based customer relationship management (CRM) solution suitable for small to midsize manufacturing businesses. Key features include sales force automation, social CRM, marketing automation, document management,... Read More
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Anthill CRM

Anthill is a cloud-based customer relationship management (CRM) solution suitable for businesses of all sizes in a variety of industries. Key features include customer support, marketing automation, channel management and reporting.  Anthill... Read More
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Results CRM

Results CRM is a software solution designed for small and midsize enterprise customers. It offers sales automation, project management, service orders and billing management within the suite. It is available for both Web-based and... Read More
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Spark is a cloud-based customer relationship management (CRM) platform for small and midsize home construction companies. It offers contact and inventory management, sales automation tools, company branding options, reporting and more. Spark’s... Read More
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Pivotal CRM

Pivotal CRM is an on-premise customer relationship management (CRM) solution that caters to businesses of all sizes, helping them manage various CRM processes. It includes marketing automation, lead management, sales force automation,... Read More
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Buyer's Guide

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

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

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

Mac-Based CRM Solutions

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

Elements CRM Software


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


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

Web-Based CRM Solutions

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

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

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

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

Common Features of Mac CRM Software

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

Important Considerations

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

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


  • Mobile CRM. Even if a CRM solution is Mac-based, there’s no a guarantee that the system will include support for your iPhone or iPad. If the system isn’t compatible with your device’s version of iOS, you may experience issues with appearance and performance. Meanwhile, a Web-based solution may not be built to run natively on iOS, resulting in a poor user experience on your mobile device. To make sure a system will work with your device, ask vendors if their software supports the version of your iPad or iPhone. (To learn more about CRM systems for mobile devices, check out our guides on mobile, iPad and Android CRM options.)
  • 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.