Best CRM for Mac Users

Customer relationship management software for Mac is built to operate natively on the Mac operating system. It handles customer contact information and customer lifecycle management. Sales teams using Apple devices should utilize these programs for the Mac and iOS operating systems.

The ideal CRMs for Mac go far beyond essential contact management, allowing users to work with apps like Safari, Apple Mail, Contacts, and Calendar to simplify sales and project management. Most CRM are now SaaS, cloud-based applications that operate in your web browser of choice, so whether you’re using Google Chrome, Safari, or Mozilla Firefox on your macOS, you’ll be all set.

To help you decide on the best CRM for Mac Users, we scoured the features, prices, user interface, and a host of essential criteria of the top 15 CRM for Mac. 

1. Monday Sales CRM

Monday.com CRM is one of the best CRM software for Mac users because of its easy setup and use. It is used by popular businesses such as Uber and Adobe.

Monday CRM has almost everything a company needs for lead capturing, sales pipeline, customer project, contact management, onboarding, etc.

One unique feature of Monday.com is that it quickly allows customization through ready-made templates. Users can easily tailor-fit workflows and sales pipeline processes according to their business needs. It is achieved using a drag and drop interface that everyone can use, including those who are not familiar with CRM.

Additionally, Monday.com offers excellent visualization tools for an accurate overview of the pipelines on Mac computers or iOS mobile devices.

Users may also integrate third-party apps such as Aircall, Gmail, Facebook Ads, etc., to Monday.com. Plus, one can easily import database from Trello, Asana, or Excel.

The key features of Monday.com CRM include the following:

• Activity tracking
• 360 Degree Feedback
• Advertising Management
• Business Process Automation
• Change Management
• Data Visualization
• Project Management

Advantages:

• Task and third-party app integrations
• Easy to set up and use
• Clean, smooth, and functional interface
• Ready-made, customizable templates
• All-in-one CRM software

Disadvantages:

• Users complain about unsatisfactory customer service
• Limited user interface for some users
• Unable to track project goals easily

Price Plans: Monday.com CRM offers Credit-cardless free trial and a free account. Plans start at $10 per user per month.

2. Daylite

Daylite is a Mac, iPhone, and iPad-friendly CRM. The Daylite CRM tools are split into CRM functions and project management tools. More so, it is not just for sales and marketing. Any department may use it to stay up to speed on a client’s project status.

Equipped with Microsoft Dynamics 365 for Sales, Daylite offers extensive CRM connectivity to Apple’s entire ecosystem of applications, including Mail, Calendar, Contacts, Notifications Center, Siri, Caller ID, and Multitasking. Customers can use the CRM platform to manage leads and contacts, track sales pipelines, email advertising campaigns, generate reports and analytics, etc.

Daylite also has a smooth and easy-on-the-eye user interface. You will appreciate its organized display of the sales pipeline and client management process. Using this CRM, you can effectively keep a tab on multiple projects at once.

It is an ideal CRM choice for those considering scaling up to medium and large businesses, yet it works well as a starting software for smaller enterprises.

However, Daylite’s free plan is only available to one person. It does not include a variety of pricing levels that enable users to scale the CRM’s functionality as their businesses develop.

Some of Daylite’s key features include the following:

• Access Controls
• Activity Tracking
• Calendar Management
• Campaign Management
• Collaboration Tools
• Customization
• Idea Management

Advantages:

• Integrations with Apple apps such as Contacts, Siri, and Calendar
• It offers a host of customization options
• It can be used on multiple devices
• User-friendly interface
• Generate sales reports and analytics

Disadvantages:

• The free plan is only available to one person
• Limited flexibility on price plans
• Only available for Apple users

Price Plans: Daylite requires a monthly subscription starting at $20 per user. There is also a limited free plan and a 30-day free trial for the Daylite for Mac.

3. Capsule

Zestia’s Capsule CRM is a cloud-based customer relationship management software that allows small and midsize businesses to keep track of people and organizations they do business with and their interactions and possibilities in the sales pipeline.

Employees may also use Capsule to manage customer support issues by entering ticket numbers and resolving queries. Users can use tasks and notifications assigned to contacts, deals, and cases to know what needs to be done.

The system’s design may be modified with many customization options to cater to the requirements of individual firms, such as specific fields, tags, and branding choices. It also allows customers to create sales processes that include configurable milestones for each pipeline stage.

Each goal is connected to revenue criteria used to create revenue predictions. Capsule connects with various popular small-business solutions for customer service, email marketing, document management, and accounting.

Capsule also has one of the most well-organized user-interface designed for small businesses.

The key features of Capsule CRM include the following:

• Rest API
• Custom Dashboard
• Pipeline Management
• Multi-Currency Support
• User Forms
• Integrated Email Marketing

Advantages:

• Easy to set up and use
• Crisp and clear dashboard function
• Responsive customer support
• A wide range of integrations
• Flexible customization options

Disadvantages:

• The user interface is not as intuitive as some other CRMs on the market
• Some users find the mobile app to be buggy
• There is no free trial available

Price Plans: Capsule CRM has three subscription plans. The Starter plan costs $18 per month and includes two users. 

4. OnePageCRM

OnePageCRM is the ideal choice for small businesses seeking Mac software that is efficient, easy to use, and functional. This software boasts a highly effective to-do list characteristic of the best CRM service. Some of OnePageCRM’s most significant users include Hewlett Packard, T-Mobile, and Remax.

The philosophy behind the simplicity of OnePageCRM is based on Dace Allen’s Getting Things Done. Thus, you can trust this software to get your sales team to focus on sales conversion over figuring out how the system works.

It has a smooth user interface that allows you to leave notes or comments on contracts, determine the next steps for your potential leads, automate your sales process, etc.

OnePageCRM lets you cut out all the unnecessary stuff as you work on developing customer relationships. The bottom line: it gives you more time to sell and less time worrying about data entry.

Some of its key features include the following:

• Team Collaboration
• Mobile Sales
• Sales Automation
• Pipeline Management
• Marketing Automation
• Predictive Analytics

Advantages:

• The “Next Action” feature ensures that your sales team is always aware of their next step
• Integrates with over 30 popular business applications
• Detailed reporting and analytics features
• An advanced search function allows you to find the information you need quickly

Disadvantages:

• The free version of this CRM is minimal in terms of features and functionality
• Some users find the interface to be dated and not user-friendly

Price Plans: OnePageCRM has three subscription plans. The Start plan costs $13.50 per month, including unlimited contacts, notes, and integrations with Google, Outlook, and Mailchimp.

5. Gro CRM

Gro CRM is a Customer Relationship Management system designed for small businesses, and it is created specifically for iOS and Mac devices. The software’s user interface is straightforward, which allows for quicker workflows and processes, resulting in increased business efficiency and sales productivity.

This software solution is for salespeople who want to optimize their deal flow and greatly enhance lead generation, all with minimal effort. Gro CRM was created to help you focus on what matters most. As your company expands, Gro CRM scales with you. It is designed to readily adapt to your company’s demands and requirements, whether managing a single user show or hundreds of users.

Gro CRM is one of the more inexpensive Apple-friendly CRMs, yet it does not offer a free plan. When first using it, new users may encounter a little learning curve.

Its key features include the following:

• Customizable dashboard
• Lead Capture forms
• Easy to set up and use
• Ready-made templates
• Contact Management
• Landing Pages

Advantages:

• Inexpensive
• Focuses on what matters most
• Can be easily customized to company needs
• It offers a wide range of integrations

Disadvantages:

• No free plan is available
• It has a bit of a learning curve for new users

Price Plans: Gro CRM has a monthly fee of $14.99 as a flat rate, regardless of how many users you have or how complex your business is. There is no free version of Gro CRM.

6. Pipedrive

Pipedrive is one of the most popular CRMs for Mac users, and it’s especially well-known for its visually appealing sales pipelines. The software has more than 90,000 global users, and its popularity is still growing.

It allows users to see where coupons or leads are in the pipeline and has simple drag-and-drop functionality that makes it easy to move them forward to the next stage.

Users can access their Pipeline for sales activities and campaign results through the ‘Pipedrive’ mobile app, which allows them to view all of their leads, deals, and opportunities in one place. Users will be able to get reminders of all their tasks, enabling them to maintain track of everything that has to be completed at the office. It may also assist distributed teams and outside salespeople in keeping track of their workday schedules and receiving notifications, making it a strong choice for dispersed operations.

Using Pipedrive is a highly efficient method of keeping sales targeted and realistic.

Some of its key features are the following:

• Customizable visual pipeline
• Real-time data sync
• Calendar management
• Mobile apps
• Easy data access

Advantages:

• Customizable data fields available for unique business processes
• Handles emails and communications with customers
• Ideal for financial planning tasks

Disadvantages:

• It can become expensive for many users

Price Plans: The price of Pipedrive starts at $15 per month when billed annually. They also have a 14-day free trial available.

7. Really Simple Systems CRM

Really Simple Systems CRM is, as the name suggests, a very straightforward and easy-to-use customer relationship management system. It’s an excellent choice for small businesses who want a simple CRM to set up and doesn’t require a lot of training for employees.

This European-based CRM tool is easy to set up and use, yet it is designed to scale with your business. One of its advantages is that the data is stored in the EU. It helps avoid potential GDRP compliance concerns.

Really Simple Systems CRM has its accounting module, but you may still integrate accounting software such as SageOne and Xero.

Some of its key features include the following:

• Contact management
• Lead capture and tracking
• Sales automation
• Integrated telephony
• Accounting integration

Advantages:

• Minimal learning curve
• Can integrate with several accounting software programs
• Data is stored in the EU
• Slick and smooth user interface

Disadvantages:

• No free trial is available
• Marketing Automation tools require extra fees

Price Plans: The Really Simple Systems CRM price starts at $10 per month. They offer a free 14-day trial and have a limited free version.

8. Less Annoying CRM

Less Annoying CRM is a straightforward system designed for small businesses. Manage your contacts, leads, notes, calendar, to-do’s, and more, all from one easy-to-use web application. It is based on three fundamental ideas: simplicity, affordability, and excellent customer service. 

Simplicity entails eliminating the learning curve. You’ll be up and running with the CRM in minutes, and there won’t be any time-consuming, frustrating training to get you acclimated. You’re off and running after you’ve added your contacts or imported them from an external system.

Your CRM’s menus and information are easy to access from any page. LACRM was built with ease of use in mind, even for non-techies.

With Less Annoying CRM, there are no financial forecasting tools, invoicing, or email marketing. But it is an efficient tool for managing contacts and the sales pipeline on your Mac.

Some of its key features are the following:

• Document and Content Management
• Mobile User Support
• Desktop Integration
• Knowledge Base
• Customization

Advantages:

• Very simple to learn and use
• Good value without contracts or extra fees
• Excellent customer service

Disadvantages:

• No free trial is available
• Limited features when compared to other CRMs on the market
• No email marketing, forecasting
• Suitable for small businesses

Price Plans: The price for Less Annoying CRM starts at $15 per month. They offer a 30-day free trial.

9. Hubspot

You can use the HubSpot CRM for Mac to manage processes to increase project management and track leads, monitor the sales process, and record customer interactions across channels. It is some fantastic free CRM software for Mac.

HubSpot CRM’s mobile app may be downloaded from the App Store for Apple devices such as iPhones or iPad, and its web-based version can be used on a Mac laptop. HubSpot CRM features a free plan with limitless users and includes lead and deal management, in-app phone, and sales reporting.

Another fantastic HubSpot feature is its email automation tool, allowing users to develop professional-looking email marketing campaigns.

HubSpot CRM’s free plan, on the other hand, lacks customer service and does not have automation capabilities like workflow and task management.

Some of its key features are the following:

• Email marketing
• Billing and Invoicing
• Task Management
• Calendar Scheduling
• Remote Access
• Mobile App

Advantages:

• An iOS-native program with excellent usefulness on the iPad and iPhone.
• It’s available with G Suite and Microsoft Office.
• Integrations with Google Sheets, Slack, Facebook Lead Ads  
• Robust Email marketing tools

Disadvantages:

• Limited customization options
• Workflow automation is not available in the free plan

Price Plans: Free plan available for an unlimited number of users. Starter plans are at $45 per month per two users, and a free trial is available for 14 days.

10. Zoho CRM

Zoho CRM is an excellent Mac-specific CRM that’s affordable and all-in-one, with the features necessary for lead, deal, and task management. Sales pipeline monitoring and lead scoring are included in Omnichannel communications such as email and phone.

Many other applications to download from the Apple App Store, such as the powerful mobile app that enables you to use Siri shortcuts to trigger actions. It also includes a Mac Remote Desktop feature, which allows users to connect to other Mac computers remotely via Zoho Assist.

Zoho CRM is easy-to-use and has a simple user interface geared toward small businesses. It offers customizable components, automation, and social media functions.

Zoho CRM’s key features include the following:

• Sales Reporting
• Email Management
• Data Import
• Mobile App Integration

Advantages:

• Free plan with three users
• Inexpensive when compared to other CRMs
• Excellent mobile app
• Integrated omnichannel communications
• Advanced analytics and predictive tools

Disadvantages:

• Limited automation and customization options
• No phone or live chat support on a free plan

Price Plans: The price for Zoho CRM starts at $12 per month per user. They offer a free plan for up to 3 users.

11. Freshsales

Formerly Freshworks CRM, Freshsales is a lightweight system for small to medium businesses that offer value-for-money customization and AI-assisted options. Freshworks Group develops it; this system comes from a range of SaaS business tools; thus, you can trust its reliability.

Features-wise, it is pretty comprehensive. It covers the sales process from start to finish with features like contact and deals management, pipeline view, email and call integration, sales automation, report, analytics, etc. However, if you need something more specialized or complex features, this might not be the CRM for you.

Freshsales support multiple currencies and operate in 30 languages, including Arabic and Hebrew. It also integrates with other Freshworks tools such as Freshcaller and Freshdesk. On the other hand, integrations beyond Zapier and API are limited with this CRM system.

Some of its key features include the following:

• Contact and Account Management
• Email and phone functionality
• Automated workflows
• Lead generation
• Lead nurturing
• Project Management App integrations

Advantages:

• Intuitive user interface
• Advanced AI forecasting and insights
• Mobile app with voice features

Disadvantages:

• Lead generation tools only accessible on Enterprise plans
• Limited app integrations

Price Plans: Freshsales offer a free plan with limited features. Paid plans start at $15 per user per month. 

12. Keap

Keap is a CRM software designed to automate your sales and marketing processes, so you can focus on your customers and grow your business. It offers a suite of tools to help you capture leads, nurture them through the sales cycle, and close more deals.

Keap also focuses on automating highly personalized follow-ups, emails, and text reminders. It uses a well-designed activity stream where all communications are updated.

Users may keep track of their Sales and Marketing automation, Sales Pipeline, and CRM, acquire new leads, and track or manage clients through Keap CRM.

The system’s reporting and analytics tools aid users in performing analyses on variables like emails, campaign success, and ROI data. Users may use Keap from anywhere in the world using their Android or iOS devices. It has integration capabilities with QuickBooks, SalesForce, Outlook, Gmail, and other applications.

Some of its key features include the following:

• Automated Alerts and Tasks
• CRM Lead Integrations
• Data Quality Management
• Program Management

Advantages:

• Flexible and easy to use
• Inexpensive
• Powerful automation features
• Integrated Email Marketing tools

Disadvantages:

• Limited customization options
• No phone or live chat support on a free plan

Price Plans: Keap offers a free trial, and the price plans start at $56 per month for one user.

13. Insightly

Although it’s designed for PCs and tablets, Insightly is also accessible via Macs, iPhones, and iPads. Its advanced project management capabilities allow users to create projects from existing deals easily.

The Insightly mobile app, available for iOS and Android phones and tablets, allows users to scan business cards, add contacts, and new leads, access conversation history, and make voice notes without manually inputting information.

Insightly is a user-friendly, simplified CRM platform that allows you to manage contacts, interactions, projects, sales, and documents all in one place.

Its key features include the following:

• Lead and Contact Management
• Opportunity Management
• Customer Support Portal
• Forecasting
• Knowledge Base
• Task Management
• Project Management

Advantages:

• Great for small businesses
• Robust project management tools
• Automation tools
• Easy to use

Disadvantages:

• Limited features and customization options
• No free trial

Price Plans: Insightly offers a free plan for two users. Based on annual billing, paid plans start at $29 per month for five users.

14. Zendesk Sell

Zendesk Sell (formerly Base) is a web and mobile-based customer relationship management software that allows B2B and B2C salespeople to track leads and interact with clients from any location. The system includes a stand-alone sales automation component with integrated channel management and web self-service capabilities.

Zendesk Sell helps salespeople handle, manage, and track leads. Users may route leads from various sources such as websites, spreadsheets, or any other marketing platform into one central location.

This feature allows users to keep track of sales and have comprehensive insight into the sales pipeline. By managing areas and squads using Zendesk, sales team leaders may observe the selling process. Users can set and check quotas and objectives for specific teams and reps and monitor performance, all from their smartphones or other mobile devices.

Zendesk Sell has mobile apps for iOS, Android, and Windows phones. MailChimp may also be integrated into the system. The solution is designed for small and medium-sized businesses in various sectors seeking a mobile CRM solution.

Its key features include the following:

• Customer Contract Management
• Task management
• Desktop Integration
• Lead Management
• Sales Pipeline Management

Advantages:

• User-friendly interface
• Integrated with Zendesk Support
• Flexible and customizable
• Lead prioritization capabilities

Disadvantages:

• Limited features and customization options on the free plan
• Expensive pricing for start-ups

Price Plans: Zendesk Sell offers three price plans billed annually, starting at $19 per user per month. No free plan and free trials are available.

15. Bitrix24 

Bitrix24 puts everything together to make open and active communication a piece of cake for small- and medium-sized enterprises. Not to mention that you may use at least 90% of their tools for free.

It’s a complete CRM software that combines sales management and marketing campaigns and allows your staff to communicate effectively.

Bitrix24 is a comprehensive suite that provides everything a small or medium-sized business would need to handle, collaborate, and communicate across the organization and borders. You get a smooth platform for managing, collaborating on projects, communicating with clients and vendors, making appointments, and tracking sales leads and clients through an online CRM software.

Some of its key features include the following:

• Integrations with Slack and Microsoft Teams
• Social Media Feed
• Task Management
• Time Tracking
• Automation
• Ready-made, customizable templates

Advantages:

• Allows you to create unlimited user groups
• iOS app with Mobile CRM
• Extensive suite of features
• Free for up to 12 users

Disadvantages:

• Complex user interface
• Limited storage on the free plan

Price Plans: Bitrix24 offers a free plan for up to 12 users. Paid plans start at $39 per month for 24 users. A free trial is also available.

How to Evaluate the Best CRMs for Mac?

The best CRMs for Mac and Apple devices should be reasonably priced and accessible to small enterprises. Some of the features to consider when evaluating a CRM system for Mac and iOS devices are the following:

• Ease of Use – The CRM software should be easy to install and set up. It should also have a user-friendly interface that is intuitive and straightforward.
• Integration – The CRM system should seamlessly integrate with other Apple applications such as Calendar, Contacts, and Mail.
• Mac and iOS Friendly User Interface – CRMs for Mac should be explicitly designed for macOS and iOS. It should run seamlessly with the operating systems you use regularly.
• Support for iPad and iPhone – The CRM system should have a mobile app compatible with both iPad and iPhone devices.
• Pricing – The CRM software should be reasonably priced and offer a free trial or demo to try it out before you commit to a subscription.

How should You Use a CRM on Your Mac?

Mac CRM software is a comprehensive package of services for your company. The aim is to provide an “all-in-one” work solution that works well in iOS and macOS environments and integrates data from across the organization.

Some of the usage purposes of CRM software for Mac include the following:

• Improve team collaboration – By having a CRM system in place, your team can easily share files and documents and communicate with each other through the built-in messaging system.
• Better understand your customers – The CRM software can help you track customer behavior and preferences. This information can be used to improve the products and services you offer.
• Build better client relationships -Getting a Mac CRM will help you improve all of your relationships by providing more timely and tailored communication.
• Task Automation – With automated data entry, smart identification of potential consumers, lead and customer tracking, drip email marketing, follow-ups, and information field updating, you can reduce menial admin tasks.
• Enhanced reporting and data analytics -Sales reporting tools can help you keep track of your sales, analyze performance and sales trends, and a variety of other company activities so that you may discover successful methods and areas for improvement.

What CRM Tools does Apple Use?

Apple has been using Salesforce CRM since 2018. It is a web-based CRM software that helps sales reps manage their leads, accounts, and opportunities. The software also includes features for managing customer service, marketing campaigns, and analytics.

Salesforce integrates with Apple products such as Calendar, Contacts, and Mail. It also has a mobile app compatible with both iPad and iPhone devices.

Salesforce offers a free trial, and paid plans start at $25 per user per month.