Many business owners today are looking for reliable, functional Customer Relationship Management (CRM) solutions that work seamlessly between all of their Apple devices to streamline their business operations as MacOS and iOS users. If you run a business that uses primarily MacOS and iOS technology, the right CMS software for Mac can help you grow your business by generating new leads while nurturing relationships with existing clients. We’ve compiled a list of the best CRM software solutions for Mac so that you can easily synthetize your businesses’ CRM efforts directly within the Apple ecosystem of products.
Top 7 Best CRM Software for Mac
- MondayCRM – Best CRM Software for Mac for Project Management
- Pipedrive – Best CRM Software for Mac for Sales Teams
- Zoho CRM – Best CRM Software for Mac for Social Media
- Bonsai – Best CRM Software for Mac for Small Businesses
- Hubspot – Best CRM Software for Mac Overall
- Insightly – Best CRM Software for Mac for Google Users
- Daylite – Best CRM Software Exclusively for Mac
1. MondayCRM – Best CRM Software for Project Management
PRICING: Free for up to 2 seats; plans with additional features start at $8/month
Monday.com primarily functions as an entry-level project management software, but it boasts additional functionality that also serves as a basic CRM solution for small-to-medium sized businesses. Monday’s CRM capabilities can help your business manage contacts and sales pipelines, track marketing activities, and engage in customer support, all within the MacOS and iOS work environment. If your business requires CRM management software for Mac that also offers extensive project management features and capabilities, MondayCRM would make a great choice.
KEY FEATURES:
- Custom dashboards with detailed, high-level overview
- Seamlessly integrate with additional apps
- 200+ ready-made templates
REASONS TO BUY:
- User interface excels at project and task management
- Screen-sensitive apps that work offline
- Webinar Hub and YouTube channel for training
REASONS TO AVOID:
- Challenging to access phone support
- No Mac desktop client – browser access only
- Excessive Monday.com branding and logo placement
2. Pipedrive – Best CRM Software for Mac for Sales Teams
PRICING: Essential plan starts at $12.50/month after 14-day free trial
Designed by salespeople for salespeople, Pipedrive is a sales-pipeline focused CRM software that allows you to create multiple pipelines that are both complex and customizable. It offers a highly functional iOS app for contact management on the go and includes tools for creating webforms for lead generation. If your Mac-based business requires teams of people to work together on sales pipeline management, Pipedrive could be the best CRM software for you.
KEY FEATURES:
- Create attractive webforms with custom chatbots
- AI-powered sales assistant
- Detailed daily schedule feature on iOS app
REASONS TO BUY:
- Highly functional drag-and-drop interface for ease of use
- Effectively highlights leads that need follow-up
- Advanced note-taking system with voice recording capabilities
REASONS TO AVOID:
- Training supports and learning resources could be improved
- Overall support is limited for small accounts
- No internal e-mailing platform – external emailing platform must be integrated
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3. Zoho CRM – Best CRM Software for Mac for Social Media
PRICING: Standard plan starts at $14/month after 15-day free trial
Zoho CRM has a very simple user interface and integrates seamlessly with Zoho’s social media management software, allowing you to add prospective customers from social platforms like Facebook or Twitter directly into your Zoho CRM database as leads. If your business relies heavily on social media marketing to engage with potential and exiting customers, Zoho CRM would make an excellent software solution for your Mac.
KEY FEATURES:
- Customizable templates using drag-and-drop editor
- Track and personalize customer journeys with CommandCentre
- Omnichannel communication with customers and prospects
REASONS TO BUY:
- Many features at all price levels
- Easy to set up, learn, and start using right away
- Excellent customer support
REASONS TO AVOID:
- Lacking options to create survey and feedback forms
- Integration between Zoho Desk and CRM is inflexible
- Reports can be lacking with some fields missing
4. Hubspot – Best CRM Software for Mac for Mac Overall
PRICING: Free with limited features; starter plan starts at $23/month (CMS Suite starts at $45/month)
Hubspot CRM is a cloud-based customer relationship management software designed to help businesses optimize their inbound sales strategy. It is one part of Hubspot’s business growth management platform that can be used together as a full CRM suite. With a well-built iOS app for iPhone and iPad, Hubspot CMS would make the perfect software for you if your business would benefit from covering all bases in a MacOS and iOS environment.
KEY FEATURES:
- Unique one-on-one client onboarding program
- Detailed pipeline views to keep track of goal progress
- Advanced filter options for contact search
REASONS TO BUY:
- Has a functional free version
- Excellent email integration features
- Connect to third-party apps for streamlining workflows
REASONS TO AVOID:
- Can be expensive with the addition of premium add-ons
- Inability to detect duplicates and match equals
- Limit of 5 automated emails
5. Bonsai – Best CRM Software for Mac for Small Businesses
Pricing: Starts at $24 per month with a free trial for a week
Small businesses are always looking for affordable yet powerful tools to invest in for management. Bonsai is a fantastic CRM software for Mac that can help with project management, client management, client onboarding, and much more. There is a dedicated portal for clients that can help you retain existing ones and onboard new ones as your business grows.
The functionality of this platform is an exception, and everything from the interface to the tools is easy to use. So, if you are looking for a CRM for Mac for your small business, make sure you consider Bonsai.
Key Features:
- You can view everything from the dashboard
- Manage clients with the Client Portal
- Add new clients with lists that include all their details
- Check active tasks
- Time-track people and tasks
Reasons To Buy:
- Customer support is excellent
- Built-in collaboration tools allow you to work with others
- Access endless templates
- You can streamline your workflows with time-tracking
- Prioritize tasks using the task management tools
Reasons To Avoid:
- The platform can provide tutorials and resources to help ease users into the tool
6. Insightly – Best CRM Software for Mac for Google Users
PRICING: Free with very limited storage,plus plan starts at $29/month
Insightly is a CRM software developed specifically for G Suite users, and is the most-utilized CRM solution in the G Suite Marketplace. Insightly and G Suite work together to centralize critical information such as leads, contacts, projects, and reports that are available both via web and mobile apps. If you utilize Google’s business tools on your Mac for your business, Insightly would be a great choice for managing relationships with your leads and customers.
KEY FEATURES:
- Lead routing with rich activity timelines
- Single sign-in through Google Apps account
- Email delivery tracking with open notifications
REASONS TO BUY:
- Ability to easily and clearly track leads based on lead stage
- Clean and easy to navigate interface
- Allows you to add social media profiles
REASONS TO AVOID:
- Very little storage included with free plan
- Entry-level price can be steep for new CRM users
- Lengthy bug fixes and slow to come out with updates
7. Daylite – Best CRM Software Exclusively for Mac
PRICING: $39.99 per month, per seat, after 14-day free trial
Daylite CRM by Marketcircle is designed exclusively for Mac, iPhone, and iPad users. It supports many built-in Apple features such as Caller ID, Siri, and Apple Mail. If your business runs exclusively using MacOS and iOS and you are certain you would benefit from seamless integration of Apple’s native apps and workflow tools, Daylite CRM would work perfectly for you.
KEY FEATURES:
- Build customizable smart lists to narrow and target specific contacts
- Keep data private with FaceID, TouchID, and Passcode protection
- Control permissions to keep confidential information private and secure
REASONS TO BUY:
- Complimentary onboarding support
- Excellent integration into the MacOS environment
- Great for mobile office setups and travelling using Apple products
REASONS TO AVOID:
- Reporting capabilities severely lacking
- No alternative PC access at all – Mac exclusive software
- Steep price compared to other CRM programs
Frequently Asked Questions
Why is customer relationship management important?
Managing interactions with current and potential customers helps businesses build authentic and long-lasting relationships. In turn, this generates brand loyalty and customer satisfaction that results in customer retention and increased sales. CRM enables your business to identify your customers’ needs more effectively, enhancing your business’ positive reputation in the marketplace. The better you know your customers, the better your business can serve them and the more efficiently your business will grow as a result.
What is the difference between CRM and CMS?
CRM (Customer Relationship Management) systems help manage information about customers such as customer interactions, interests, and purchase history. CRM software serves as a contact database for business owners to track new business leads as well as establish and nurture professional relationships with existing customers. CMS (Content Management Systems), on the other hand, organize and allow access to documents, files, and multimedia content via various databases and software. In short, CMS solutions store and keep track of all the content used to publish a website or blog.
Are Macs or PCs better for business?
Both systems offer different benefits for different business goals. Mac computers are known for being very accessible and user-friendly, and are generally more secure than PCs as fewer viruses are created for Apple. Macs also work within a complimentary ecosystem of Apple devices and IT technology while simultaneously integrating with Microsoft software. PCs, on the other hand, are well-known to be more affordable with a wide range of technology and products at various price points. Windows PC’s are also considered better for gaming technology, and have better options for touch-screen functionality. Each system offers different strengths and features for various industries, so choosing whether a Mac or a PC is better for business will depend on the type of business you operate, the teams you work with, and the products and services you create and offer.
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