Best CRM for Mac Users

Best CRM for Mac Users, Created on

September 9th, 2022 by Administrator

CRMs designed for macOS are tailored to work smoothly within Apple’s ecosystem, leveraging its unique interface and functionalities. By syncing with Apple tools like Siri and Notification Center, these CRMs for Mac provide an integrated, user-friendly experience.

Benefits Include:

• Seamless sync with Apple apps.
• Enhanced productivity through macOS-optimized features.
• Compatibility with iOS for mobile flexibility.
• Easy onboarding with Apple’s intuitive design principles.

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 is now SaaS, a cloud-based application that operates 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. 

Local CRM is a Mac-compatible customer relationship management software which is an affordable, cloud-based CRM provider that offers tailored services to meet your business needs. Composed of experts in marketing and software development, the company partners with Trifecta Software to deliver customized solutions.

Utilizing vTiger, a robust all-in-one CRM system, Local CRM supports over 300,000 users in delivering exceptional customer experiences. vTiger offers tools that enhance collaboration between various organizational teams, allowing marketing, sales, and support departments to work together seamlessly for a superior customer journey.

Some of its top features include the following:

• Project Management
• Workflow Automation
• Opportunity Management
• Case Management
• Tasks and Activities
• Reporting and Insights
• Third-party Integrations

PROs	CONs
Reliable tracking system User-friendly Interface Feature-rich for businesses of all sizes Flexible with a low learning curve	Challenges in using document customization

Pricing: Local CRM offers various pricing packages. You may contact info@localCRM.com for more information about their services.

Local CRM is a leading tool for Mac users to create personalized services for their clients through a unified platform. It is a comprehensive solution for small—to medium-sized firms, enabling them to manage leads, monitor inquiries, schedule appointments, and handle contracts efficiently.

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 projects, 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 unfamiliar with CRM.

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

Pros	Cons
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	Users complain about unsatisfactory customer service Limited user interface for large teams Pricing may escalate quickly for smaller teams or larger-scale needs

Price Plans: Monday.com CRM offers a credit cardless free trial and a free account. Plans start at $10 per user per month or $8 billed annually. There is also a free plan available. 

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., into Monday.com. One can easily import databases from Trello, Asana, or Excel.

Daylite is a Mac, iPhone, and iPad-friendly CRM. Its 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, 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 monitor multiple projects at once.

Some of Daylite’s key features include the following:

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

Pros	Cons
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	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 $39.99 billed monthly or $49.99 billed annually per user. There is also a limited free plan and a 14-day trial for the Daylite for Mac.

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.

Zestia’s Capsule CRM is cloud-based customer relationship management software that allows small and midsize businesses to track the people and organizations they work with, their interactions, and potential sales opportunities.

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 with configurable milestones for each pipeline stage.

The key features of Capsule CRM include the following:

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

Pros	Cons
Easy to set up and use Crisp and clear dashboard function Responsive customer support A wide range of integrations Flexible customization options	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. Also offers a 14 day free trial.

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 interfaces designed for small businesses.

OnePageCRM is ideal for small businesses seeking efficient, easy-to-use, and functional Mac software. 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 OnePageCRM’s simplicity is based on Dave Allen’s Getting Things Done. Thus, you can trust this software to help your sales team focus on sales conversion rather than 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 potential leads, automate your sales process, and more.

Some of its key features include the following:

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

Pros	Cons
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	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 Starter plan costs $9.95 a month billed annually and includes unlimited contacts, notes, and integrations with Google, Outlook, and Mailchimp.

OnePageCRM lets you eliminate unnecessary tasks while you develop customer relationships. The bottom line is that it gives you more time to sell and less time worrying about data entry.

Gro CRM is a Customer Relationship Management system designed for small businesses. It is created specifically for iOS and Mac devices. The software’s straightforward user interface 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.

Its key features include the following:

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

Pros	Cons
Inexpensive Focuses on what matters most Can be easily customized to company needs It offers a wide range of integrations	No free plan is available It has a bit of a learning curve for new users

Price Plans: Gro CRM charges a flat monthly fee of $14.99, regardless of the number of users or complexity of your business. There is no free version.

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.

Pipedrive is one of the most popular CRMs for Mac users. 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, allowing them to view all their leads, deals, and opportunities in one place. Users will be able to receive reminders of all their tasks, enabling them to maintain track of everything that has to be completed at the office. 

Some of its key features are the following:

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

Pros	Cons
Customizable data fields available for unique business processes Handles emails and communications with customers Ideal for financial planning tasks	It can become expensive for many users

Price Plans: Pipedrive’s monthly fee is $14, and it is billed annually. The company offers a 14-day free trial.

The app 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.

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

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 GDPR compliance concerns.

Some of its key features include the following:

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

Pros	Cons
Minimal learning curve Can integrate with several accounting software programs Data is stored in the EU Slick and smooth user interface	Marketing Automation tools require extra fees

Price Plans: Pricing depends on your business needs. 

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

Less Annoying CRM is a straightforward system designed for small businesses. Manage your contacts, leads, notes, calendar, to-dos, and more 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.

Some of its key features are the following:

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

Pros	Cons
Very simple to learn and use Good value without contracts or extra fees Excellent customer service	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: Less Annoying CRM costs $15 per month and offers a 30-day free trial.

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.

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 iPads, and its web-based version can be used on a Mac laptop. It 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.

Some of its key features are the following:

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

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

Price Plans: The free plan is available for an unlimited number of users. Starter plans are $15 per month per users, and a 14-day free trial is available.

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

Zoho CRM is an excellent Mac-specific CRM that’s affordable and all-in-one. It has 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 for 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

Pros	Cons
Free plan with three usersInexpensive when compared to other CRMs Excellent mobile app Integrated omnichannel communications Advanced analytics and predictive tools	Limited automation and customization options No phone or live chat support on a free plan

Price Plans: Zoho CRM costs $14 per month per user, but they offer a free plan for up to 3 users.

Formerly Freshworks CRM, Freshsales is a lightweight system for small to medium businesses that offers value-for-money customization and AI-assisted options. Freshworks Group develops it, and this system is based on a range of SaaS business tools, so 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, reports, analytics, etc. However, if you need more specialized or complex features, this might not be the CRM for you.

Freshsales supports multiple currencies and operates in 30 languages, including Arabic and Hebrew. It also integrates with other Freshworks tools such as Freshcaller and Freshdesk. However, this CRM system is limited in its integrations beyond Zapier and API.

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

Pros	Cons
Intuitive user interface Advanced AI forecasting and insights Mobile app with voice features	Lead generation tools are only accessible on Enterprise plans Limited app integrations

Price Plans: Freshsales offers a free plan with limited features. Paid plans start at $9 per user per month. They also have a 21 day free trial. 

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

Keap also automates highly personalized follow-ups, emails, and text reminders. It uses a well-designed activity stream that updates all communications.

Through Keap CRM, users may track their Sales and Marketing automation, Sales Pipeline, and CRM, acquire new leads, and track or manage clients.

Some of its key features include the following:

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

Pros	Cons
Flexible and easy to use Inexpensive for large companies Powerful automation features Integrated Email Marketing tools	Limited customization options Expensive for starters

Price Plans: Keap offers a free trial, and the price plans start at $224 per month for two user.

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

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

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 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

Pros	Cons
Great for small businesses Robust project management tools Automation tools Easy to use	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 monthly for five users.

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 track sales and gain comprehensive insight into the sales pipeline. Sales team leaders may observe the selling process by managing areas and squads using Zendesk. Users can also set and check quotas and objectives for specific teams and reps and monitor performance, all from their smartphones or other mobile devices.

Its key features include the following:

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

Pros	Cons
User-friendly interface Integrated with Zendesk Support Flexible and customizable Lead prioritization capabilities	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. There is no free plan, and free trials are not available.

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.

Bitrix24 combines everything to make open and active communication easy for small—and medium-sized enterprises. Not to mention that you can 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 needs to manage, collaborate, and communicate across the organization and borders. It provides a smooth platform for managing, collaborating on projects, communicating with clients and vendors, making appointments, and tracking sales leads and clients through 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

Pros	Cons
Allows you to create unlimited user groups iOS app with Mobile CRM Extensive suite of features Free for up to 12 users	Complex user interface Limited storage on the free plan

Price Plans: Bitrix24 offers a free plan for unlimited users. Paid plans start at $49 per month for 5 users. A free trial is also available.

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 and run seamlessly with the operating systems you use regularly.
• Support for iPad and iPhone – The CRM system should have a mobile app compatible with iPad and iPhone devices.
• Pricing – The CRM software should be reasonably priced and offer a free trial or demo so that you can try it out before you commit to a subscription. Also, look at the ROI it gives you. 

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 – With a CRM system in place, your team can easily share files and documents and communicate 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 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 track your sales, analyze performance and sales trends, and monitor a variety of other company activities so that you may discover successful methods and areas for improvement.

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; paid plans start at $25 per user per month.

• OnePageCRM is one of the most budget-friendly at $13.50/month while still offering essential features for small businesses.

• Yes! CRMs like LocalCRM, Monday.com and Capsule integrate seamlessly with platforms like Gmail, Google Drive, and social media tools.

• Mac-specific CRMs like Daylite leverage macOS and iOS capabilities. However, most cloud-based CRMs work well across browsers like Safari.