The Best Mac CRM Software of 2021

Our Mac CRM software reviews are the result of over 40 hours of research on 50+ Mac CRM software companies from across the web. These reviews and our Mac CRM software guide help small businesses and startups find the best Mac CRM software for their business.

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How We Chose the Best Mac CRM Software

Customer relationship management (CRM) software and systems have grown significantly since the original simple database that formed their foundation. Today, these platforms are robust sales and marketing tools that unify various internal departments, optimize processes, and enhance client interactions.

There are many CRM platforms available online, from simple contact databases to end-to-end customer, sales, and marketing solutions. Depending on your requirements and budget, you need a system that offers the necessary tools at a price you can afford for your business. We’ve evaluated some of the best Mac CRM software platforms to make our recommendation for the top contenders of 2021.

Customer Acquisition Features

In the past, CRMs were meant to help you manage existing clients’ information. The advanced platforms available today can offer significantly more features, especially when it comes to customer acquisition and lead conversion. Depending on your business needs, one of these systems can help you with everything from gathering and analyzing data to converting leads into clients.

Here are some of the vital components included by the best Mac CRM software providers:

  • Reporting and analytics
  • Referral tracking
  • Landing pages
  • Form creation
  • Lead management
  • Interaction tracking
  • Quote/proposal management
  • Pipeline management
  • Forecasting tools
  • Third-party integration
  • Marketing automation

Marketing Automation

Although it’s not an essential part of a CRM, most platforms have begun to include these tools in their solutions. It’s one of the most valuable components of the best Mac CRM software solutions. The system can remind you to follow up on leads or automatically do so for you. It can also send a well-timed email to a customer who abandoned an e-commerce shopping cart on your website and use rules to trigger off-boarding campaigns.

Other marketing automation features could include:

  • Email marketing campaigns
  • E-commerce integration
  • Data collection
  • Marketing metrics
  • Trigger responses
  • Personalized messaging

Integrations

Third-party integrations are a crucial part of any good client relationship platform. While a robust CRM can handle most functions, you might not want to spend the money to reinvent the metaphorical wheel completely. Instead of revamping your entire existing software environment, look for a system that will work with your programs.

Ideally, your CRM should be able to integrate with existing systems such as:

  • Help desks
  • Email marketing software
  • Cloud storage
  • Lead management platforms
  • Collaborative tools
  • Social media
  • Call management systems

The 15 Best Mac CRM Software of 2021

There are many different CRM platforms available online. We selected the top providers and tested them against our selected criteria. Based on these evaluations, we’ve selected the 15 best Mac CRM software systems of 2021. These are listed in the table below, along with their pricing structures and trial or demo availability.

We also take a more in-depth look at each platform and its unique features and capabilities. Our goal is to help you find the best possible CRM solution for your business. The software options below aren’t listed in order of rating or preference but alphabetical order.

Agile CRM

Agile-CRM
Agile CRM combines marketing, sales, customer service, and web into a single, robust, cloud-based management solution. Ideally suited to SMEs, the platform has a wide variety of features, ranging from marketing automation to customer service record generation.

While the platform includes most features you’ll need in a CRM, it can integrate with systems like telephony, billing, e-commerce, and support desk. Other notable features include:

  • Reporting and analytics
  • Email marketing
  • Lead tracking
  • Landing pages and forms
  • Third-party integration
  • Marketing automation
  • Service helpdesk
  • Campaign workflows

As a marketing tool, Agile CRM has several exceptional capabilities. You can monitor social media for mentions of your brand or create mobile-specific marketing campaigns. The system also supports email campaigns, web engagement, and campaign workflows. These features allow your marketing department to automate several processes.

PriceFree Trial/DemoFeatures
Starter: $14.99/user/month
Regular: $49.99/user/month
Enterprise: $79.99/user/month
Free Demo, Free Version Available> Deployment: Web-based, cloud, SaaS, Android, iOS
> Support: 24/7 (live rep), online
>Landing page builder with web-to-lead
> More features at Agile CRM

Pros & Cons of Agile CRM Mac CRM Software

Some of the features that make Agile one of the best Mac CRM software options are its tracking capabilities. You can use web-to-lead forms to get contact information for potential new customers, while communication tracking lets you monitor all the following messages. The system also features help desk records, generating reports on the client’s interactions with service agents. To get as much as a 40% discount on monthly charges, you need to purchase and prepay for a two-year subscription.

ProsCons
>Communication tracking
>Web-to-lead
>Service integration
>Package prices are significantly higher on month-to-month plans

What Customers Are Saying

According to customers, Agile CRM is a “reliable database” that’s “geared toward small-mid sized businesses.” The automation features seem popular, with one client commenting that it’s “[made] our sales, marketing, [help desk] and chat easier because [it’s] now automated.” Another sums up the platform as “the most cost-effective marketing automation and CRM solution I can find.”

Bitrix24

Bitrix24
Bitrix24 is a communication, task, projects, contact, website, and client relationship management platform. If it’s a simple CRM you need, you might find yourself overwhelmed by the host of features offered by this platform. It’s an end-to-end marketing and sales solution capable of generating leads, closing deals, tracking pipelines and communication, and making accurate forecasts.

We can’t list all of Bitrix24’s features, but here are a few of the most notable and essential ones:

  • Full-featured CRM
  • Daily task planner
  • Reporting
  • Email management
  • Workflows
  • Websites and landing pages
  • Third-party integration
  • Invoices and quotes
  • Communication management
  • Lead generation
  • Automation

There’s no single feature that makes Bitrix24 one of the best Mac CRM software options. If you’re a smaller business, you’d likely benefit from one of the system’s smaller plans and somewhat limited features. However, for large enterprises, the full-featured business plans make additional applications practically irrelevant.

PriceFree Trial/DemoFeatures
Start+: $24/month
CRM+: $69/month
Project+: $69/month
Standard: $99/month
Professional: $199/month
30-Day Free Trial, Free Version Available> Deployment: Web-based, cloud, Windows, macOS, SaaS, Android, iOS
> Support: 24/7 (live rep), business hours, online
>Lead generation and management
> More features at Bitrix24

Pros & Cons of Bitrix24 Mac CRM Software

Bitrix24 has hundreds of features ranging across client and lead management, finances, sales, marketing, analytics automation, telephony, project organization, and task organization.. You can create quotes and invoices directly on the system. Additionally, rules and triggers can automate different tasks and processes. Despite having a wide range of capabilities, most, like the triggers, are limited to the Standard and Professional plans.

ProsCons
>Extensive feature range
>Quotes and invoices
>Rules and triggers
>Full range of features are limited to the business plans
>Trigger automation for sales and marketing are only available on the Standard and Professional packages

What Customers Are Saying

According to customers, “Bitrix24 is an All in One CRM and collaboration platform.” One customer comments that it’s “simply great when it comes to managing leads and dealing with the product sales cycle.” Another reviewer states that “I can run almost my entire company on it. CRM, prospects, projects, intranet, workflows, phones, unified communications, etc.” They also add that “if [the software] adds [accounts] and financials to the packages, it would be a one-stop solution for every entrepreneur.”

Copper

Copper
Formerly known as ProsperWorks, Copper is a web-based CRM that aims to simplify and optimize sales processes and project management. It’s a much smaller platform than many others on this list but has a close alignment to G Suite. Although the system can integrate with other platforms, its specific design can work seamlessly with Google applications.

The system does have a few notable features:

  • Contact management
  • Deal tracking
  • Project management
  • Task automation
  • Reporting
  • Third-party integration
  • Lead generation and management

Like many Google-focused platforms, Copper has a strong focus on collaboration and automation. It offers a real-time activity feed and makes it possible for teammates to ping one another using @mentions. The system will also find new leads automatically and populate the database. You can further automate the platform by setting up rules that trigger certain events and processes.

PriceFree Trial/DemoFeatures
Basic: $25/user/month
Professional: $59/user/month
Business: $119/user/month
14-Day Free Trial, Free Demo> Deployment: Web-based, cloud, SaaS, Android, iOS
> Support: 24/7 (live rep), business hours, online
>Lead and deal management
> More features at Copper

Pros & Cons of Copper Mac CRM Software

Copper can speed up sales cycles significantly. The system can find new leads without manual involvement, while rules and triggers can further automate the process. The platform can integrate with various third-party products, but its design works best with G Suite. Although it has several lead management and generation features, Copper doesn’t have any marketing capabilities.

ProsCons
>Sales automation
>Lead generation
>G Suite integration
>No marketing features or automation capabilities

What Customers Are Saying

For customers, the “simplicity” and G Suite integration are what make Copper one of the best Mac CRM software platforms. One user comments that the “seamless integration with Google G-suite makes this … a terrific CRM tool.” Another mentions that it’s “easy to set up and use [with a] great UI.” The system is “[flexible] and easy to use,” and, according to one reviewer, “a CRM a sales guy can live with.” That’s high praise for any administrative product.

Daylite for Mac

Daylite-for-Mac
Daylite for Mac is, as the name implies, a macOS and iOS-focused CRM and sales management platform. It’s ideal for smaller businesses and can store notes and communication, track tasks, and manage projects and deals. It’s a robust, comprehensive tool with all the features needed to help you optimize your sales teams and lead and client information.

There are several functions included in the software, such as:

  • Apple integration
  • Contact management
  • Email marketing
  • Interaction tracking
  • Reporting
  • Referral tracking
  • Task management

Daylite for Mac also includes several project management features. Set up individual or team projects, manage and delegate tasks, create follow-up lists and reminders, and customize any of the checklist templates. You can also set up repeating tasks and track milestones throughout the sales pipeline.

PriceFree Trial/DemoFeatures
$29/seat/month, $24/seat/month billed annually30-Day Free Trial, Free Demo, Free Version Available with Limited Features> Deployment: Web-based, cloud, SaaS, macOS, iOS
> Support: Online, business hours
>Lead management and scoring
> More features at Daylite for Mac

Pros & Cons of Daylite for Mac Mac CRM Software

Daylite for Mac is one of the few CRMs that can integrate with Apple Mail, allowing you to add contacts, track communication, and manage leads from your mailbox. The system includes lead management features, including scoring and referral tracking. Additionally, you can send bulk email marketing messages from the platform and track the results. There is a free plan, but its features are minimal.

While we’re specifically looking at the best Mac CRM software systems, keep in mind that the platform is strictly limited to that operating system. Should you ever migrate to another one, you’ll need to replace Daylite entirely.

ProsCons
>Apple Mail integration
>Lead management
>Email marketing
>The free plan limits most features, like contacts and emails, to 100
>Limited to macOS platforms

What Customers Are Saying

Since Daylite is primarily a macOS-orientated platform, it’s unsurprising that users “love that it works seamlessly with all [their] Apple technology.” Customers seem particularly impressed with its mail integration, with one commenting it’s “seamless.” To summarize, for Mac users, “life is so much better with a little ‘DAYLITE’ in it.”

Freshworks CRM

freshworks-formerly-Freshsales
Freshworks CRM is an innovative web-based customer engagement platform. It combines traditional client management tools with sales optimization and marketing automation features. It’s ideal for businesses that want to create seamless communication and cooperation between various departments while delivering excellent customer service.

Among its many features, you’ll find tools for:

  • Third-party integration
  • Client life cycle management
  • Sales activity tracking
  • Task management
  • Sales automation
  • Workflows
  • Lead generation
  • Multichannel communication
  • Marketing automation
  • Detailed reports

The feature that makes Freshworks CRM one of the best Mac CRM software platforms is Freddy AI. Artificial intelligence can learn from your data, make predictions, deliver actionable insights, and offer tailored deal recommendations. The AI can even have a chat with potential customers via the bot, automatically creating new leads.

PriceFree Trial/DemoFeatures
Growth: $29/user/month
Pro: $69/user/month
Business: $125/user/month
21-Day Free Trial, Free Version Available with Limited Features> Deployment: Web-based, cloud, SaaS
> Support: 24/7 live rep
>Automated marketing
> More features at Freshworks CRM

Pros & Cons of Freshworks CRM Mac CRM Software

Freshworks CRM has excellent marketing automation features. You can do AB testing to see which campaigns work the best for your business. Using lists, triggers, controls, and email sequences, you can almost entirely automate the marketing journey. The Freddy AI provides additional insights, giving predictive scores, deal analyses, and profile enrichment.

Although there’s a free version available, it isn’t part of the Freshworks Customer-for-Life CRM Cloud. Instead, it’s a reworked version of the previous platform, Freshsales, which is limited to standard customer and lead management features.

ProsCons
>AB targeting testing
>Marketing automation
>AI insights
>The free CRM is a reworked version of Freshsales

What Customers Are Saying

The price vs feature point seems to be a popular topic among customers. One reviewer calls it a “simple, powerful CRM, for a fraction of the price” and explains that it has “about 90% of the advanced features in pricier CRMs.” Another calls it “great software” but notes that there is “a learning curve.” As one user proclaims, “make your life easy with [Freshworks CRM].”

Gro CRM

Gro CRM
Gro CRM is an SMB-focused solution designed for Mac and iOS devices. The robust platform includes various features that help manage and optimize your sales cycle from beginning to end. As an Apple-focused platform, your teams can access and use the software from anywhere, provided they have a compatible device.

The various features available on the platform include:

  • Lead management
  • Reporting
  • Relationship tracking
  • Quotes and invoices
  • E-signatures
  • Task management
  • Status boards

Gro CRM is especially useful if you tend to experience bottlenecks at the end of your sales cycle. The platform includes several features that speed up the closing process, making it easy to quote and invoice clients, sign agreements, and close deals, all while the system keeps a record of everything.

PriceFree Trial/DemoFeatures
Lite: $14.99/seat/month
Basic: $24.99/seat/month
Pro: $49.99/seat/month
14-Day Free Trial> Deployment: Web-based, cloud, SaaS, macOS, iOS
> Support: Online, business hours
>Deals and lead tracking
> More features at Gro CRM

Pros & Cons of Gro CRM Mac CRM Software

What sets Gro CRM apart from the other Mac CRM software platforms is how it speeds up the sales process’s final steps. You can generate quotes and invoices via the system, get them approved and signed electronically, and process payments. The software also includes real-time tracking dashboards, keeping you updated on every task, activity, action, and client communication as it happens.

The platform is strictly limited to macOS devices; should you ever move to a new operating system, you’ll no longer be able to use Gro CRM. Additionally, the Lite plan is restricted to only one user, while reporting features have limited functions on all plans except Pro.

ProsCons
>Real-time tracking
>Quote signing
>Accept/process payment
>Limited to macOS platforms
>Lite plan is limited to one user
>Reports are limited on all plans except Pro

What Customers Are Saying

For Gro CRM users, there are a few outstanding features. According to a reviewer, they “love how [their] clients can sign the invoice using their finger,” speeding up their closing process. Another calls it the “best Mac CRM.” They additionally note that it “feels like an [Apple-designed] pro app with really good CRM and ERP features.”

HubSpot CRM

Hubspot-Logo
HubSpot CRM is one of the leading platforms in the industry. The software is built to optimize and accelerate sales processes, track activity, and close deals. It’s a web-based system that can be used by smaller businesses and large enterprises alike.

The platform offers both free and paid tools, with several excellent features included:

  • Detailed reporting
  • Referral tracking
  • Lead management
  • CPQ capabilities
  • Sales workflows
  • Team management
  • Lead automation

When it comes to third-party integrations, HubSpot outshines most competitors. The platform boasts compatibility with 590+ apps, including mail, calendar, social media, marketing, web, e-commerce, and design systems. If you’re using software, this CRM can likely integrate with it.

PriceFree Trial/DemoFeatures
Starter: $50/month, $45/month billed annually
Professional: $890/month, $800/month billed annually
Enterprise: Starts at $3,200/month
14-Day Free Trial, Free Demo, Free Version Available> Deployment: Web-based, cloud, SaaS, Android, iOS
> Support: 24/7 (live rep), business hours, online
>Conversation routing and automation
> More features at HubSpot CRM

Pros & Cons of HubSpot CRM Mac CRM Software

With HubSpot CRM, you can get an in-depth look at various deals and the current sales pipeline. You can also track the productivity of agents, teams, and departments. The platform’s sales automation features let you create workflows and cut down on time-wasting manual activities.

The CRM’s primary focus is on sales, and you’ll need to purchase additional Marketing and Service Hub packages to get an end-to-end solution. You can also buy Growth Suite bundles that include all the tools but are significantly more costly. Of our listed software options, HubSpot is the most expensive.

ProsCons
>Deal pipeline
>Productivity tracking
>Sales automation
>Marketing and customer service features are available separately
>The HubSpot CRM is the most expensive platform

What Customers Are Saying

HubSpot is frequently cited as one of the best Mac CRM software platforms, and clients praise it highly. According to one reviewer, it’s “one of the best CRM [software platforms]” and they explain how the system is “very good at what it does.” Another calls it the “best CRM for multiple reasons” and notes that it’s “very user friendly.” Despite the price tag, it’s not just for large enterprises, and one business owner comments that HubSpot is “a great CRM for a small business.” As this user summarizes, “it’s simple, [cost-effective], and it works!”

NetSuite CRM

NetSuite-Services-Resource-Planning-(SRP)
NetSuite CRM is an enterprise-level solution suite with extensive features and capabilities. It offers real-time tracking and dashboards, customer and deal life cycle management, partner tools, and multichannel communication and marketing options. If you’re looking for a robust end-to-end platform, add NetSuite to the shortlist.

Some of its features include:

  • Real-time tracking
  • Self-service portal
  • E-commerce integration
  • Multichannel campaigns
  • Reporting and analytics
  • Web-to-lead forms

Automation is a significant part of NetSuite CRM’s focus. The website refers to the system as the “Only Integrated CRM,” and it can optimize your customer service, contact management, marketing, and sales force.

PriceFree Trial/DemoFeatures
Custom QuoteFree Demo> Deployment: Web-based, cloud, SaaS
> Support: 24/7 (live rep), online
>Real-time dashboards and tracking
> More features at NetSuite CRM

Pros & Cons of NetSuite CRM Mac CRM Software

NetSuite CRM offers both marketing and sales automation options. The system can help identify leads, measure them against buyer-readiness conditions, and pass the prospect to sales at the most reasonable time. Additionally, the platform includes partner management tools. If you’re working with external sellers or distributors, you can run joint marketing campaigns, manage the pipeline, and calculate commissions and royalties.

There’s no way to get a full view of NetSuite’s features and costs without requesting a demo or a quotation. The platform doesn’t offer a free trial or list any prices publicly.

ProsCons
>Marketing automation
>Sales automation
>Partner management
>Prices are only available on request
>No free trial available to test the platform’s features

What Customers Are Saying

One customer refers to NetSuite CRM as a “highly customizable, web-based [platform that allows] for different roles and accessibility, reporting and scheduling.” It’s an excellent summary of the platform. One user notes that its “tracking capability is fantastic,” while another refers to its UI as “interactive and responsive.” Overall, it’s an “excellent and robust CRM.”

Pipedrive

Pipedrive
If you’re a sole vendor or a developing business, Pipedrive might be the best Mac CRM software for you. The platform includes several essential client and deal management features, ranging from the built-in sales assistant and workflow automation to activity reports and rotten deal prevention.

You can also take advantage of tools and functions like:

  • Lead management
  • Communication tracking
  • Sales automation
  • Insights and reports
  • Platform security
  • Third-party integration
  • Web forms

With Pipedrive, you can use a few key features to prevent sales from going cold. As part of the platform’s lead management, you’ll receive a notification when a deal remains idle for too long. The software can also analyze sale probability, depending on the information you provide.

PriceFree Trial/DemoFeatures
Essential: $15/user/month, $12.50/user/month billed annually
Advanced: $29/user/month, $24.90/user/month billed annually
Professional: $59/user/month, $49.90/user/month billed annually
Enterprise: $99/user/month
14-Day Free Trial> Deployment: Web-based, cloud, SaaS, Android, iOS
> Support: 24/7 (live rep), business hours, online
>Deal life cycle management
> More features at Pipedrive

Pros & Cons of Pipedrive Mac CRM Software

With Pipedrive, you can manage your leads and deals, assign ownership, and monitor progress. The platform can further assist your teams through its workflow automation feature and sales assistant. Additionally, the software is compatible with 140+ other apps, making it easier to integrate the system with your existing environment.

While the platform can help you manage leads, it doesn’t include lead generation service. You can purchase the feature as an add-on. Additionally, Pipedrive doesn’t offer a free plan, only a trial.

ProsCons
>Lead management
>Sales automation
>Third-party integration
>Lead generation is only available as an add-on for a fee
>Doesn’t offer a free plan

What Customers Are Saying

According to customers, “if you’re a budding enterprise, Pipedrive is for you.” With its “easy to use” interface, “contact timeline feature,” and “wide [range] of integrations,” it’s a “great CRM [that’s] useful and intuitive.” One reviewer sums it up as a “great product [that’s] easy to use and [has] many features.” In short, “Pipedrive is an exceptional tool for sales managers and sales teams.”

Pipeliner

Pipeliner
Pipeliner CRM is designed to foster engagement and interaction between users and customers. The platform is highly visual, with a drag-and-drop interface and intuitive dashboard. Users can deploy it on multiple platforms, including desktop and mobile devices.

The system is primarily a sales tool, with pipeline and lead management, deal and activity tracking, forecast and performance reports. Other features include:

  • Document management
  • Leads management
  • Activity and task tracking
  • Marketing automation
  • Reports and analytics
  • Third-party integration

Pipeliner is compatible with 230+ apps, including document and project management, e-commerce, accounting, marketing, quotes, and support and help desk software. Whatever the platform may be lacking out of the box, one of its many native applications can fill the gap. Essentially, the system lets you build a solution that works best for you.

PriceFree Trial/DemoFeatures
Starter: $25/user/month
Business: $65/user/month
Enterprise: $85/user/month
14-Day Free Trial> Deployment: Web-based, cloud, SaaS, Android, iOS, Windows, macOS
> Support: Online, business hours
>Tasks and activity management
> More features at Pipeliner

Pros & Cons of Pipeliner Mac CRM Software

Administration is a big challenge facing sales representatives. Pipeliner integrates call recording into the platform via its apps, keeping track of communication between reps and clients. The system can monitor activities and motivate your teams with clearly visible and dynamic sales targets that create a goal-driven environment.

Some of the relationship management and reporting features are only available on the Enterprise plan. To optimize and automate your workflows, you’ll need to purchase the Automizer add-on.

ProsCons
>Call integration
>Activity management
>Dynamic sales targets
>Some relationship and reporting features are restricted to the enterprise subscription
>Workflow automation requires a purchased add-on

What Customers Are Saying

Users consider Pipeliner a “powerful and flexible” CRM that’s “very visual and easy to navigate.” One reviewer comments that it offers “smart, simple design to deliver outstanding capabilities.” Another notes that it’s an “excellent CRM for pipeline and activity management [and] reporting.” As this customer concludes, Pipeliner is a “CRM that actually helps you sell.”

Really Simple Systems

Really-Simple-Systems-CRM
Really Simple Systems, or RSS, is a robust sales CRM deployed on the cloud. You can manage your contacts, pipelines, quotes, sales stages, timelines, and tasks and events through the system. If you want to monitor and motivate your representatives, RSS is an excellent platform to use.

Among its many features, you’ll find functions like:

  • Task management
  • Reporting and forecasts
  • Third-party integration
  • Automated marketing add-on
  • Lead management add-on

Although you can get add-ons for marketing automation and help desk services, sales management is where RSS’s strengths lie. It can weigh your deals, assign probabilities, manage tasks, store documents, and generate quotes. If you need a CRM with slightly more features, RSS is worth considering.

PriceFree Trial/DemoFeatures
Starter: $18/user/month, $14/user/month billed annually
Professional: $38/user/month, $30/user/month billed annually
Enterprise: $55/user/month, $46/user/month billed annually
Free Trial, Free Version Available> Deployment: Web-based, cloud, SaaS, Android, iOS
>Support: Online, business hours
>Sales management and reporting
> More features at Really Simple Systems

Pros & Cons of Really Simple Systems Mac CRM Software

RSS’s free plan is filled with features that most other platforms don’t include. All plans offer unlimited contacts, with high record limits. At its core, Really Simple Systems is a sales management platform, and it provides excellent functions that fit into that feature bracket. As a result, you need to purchase add-ons to create an end-to-end solution.

Lead management, marketing automation, and web forms are all features that require extra monthly subscription fees. Customers on the Enterprise plan with 10+ users get access to both for free.

ProsCons
>Full-featured free plan
>Unlimited contacts
>Sales management
>Marketing features require an add-on for a monthly fee
>Lead management isn’t included in the paid plans
>Web forms require the Service Desk add-on

What Customers Are Saying

According to users, Really Simple Systems is one of the best Mac CRM software options due to being a “cost effective CRM solution for small businesses.” One calls it a “simple [and] effective CRM system.” Additionally, several clients note that it “does what it says” and “lives up to the label!” Reviewers comment on it’s “ease of use,” “scalability,” and “affordability.”

Reflect CRM

nchsoftware
Reflect CRM is an on-premise solution that strictly focuses on relationship management. The platform is best suited to individuals or small businesses looking for a way to centralize all customer information without a significant price tag or too many bells and whistles. Available features include:

  • Task management
  • Reporting
  • Set reminders
  • Web access
  • Import information

If it’s a simple and affordable solution you need, Reflect CRM may suit your business needs. However, if you’re looking for a robust system with multiple features and integrations, it might not be the best option for you.

PriceFree Trial/DemoFeatures
Noncommercial use: Free license
Basic: $30/license
Plus: $35/license
Quarterly subscription: $1.49/month
Free Trial> Deployment: macOS, Windows
> Support: Online, business hours
> More features at Reflect CRM

Pros & Cons of Reflect CRM Mac CRM Software

Reflect CRM is primarily a relationship management platform, and its features reflect that. It doesn’t have many bells and whistles, but it’s also the most affordable option on this list. There’s also a free license available for noncommercial use.

ProsCons
>Relationship management
>Most affordable
>Free license available
>Very basic CRM with no additional features

What Customers Are Saying

Customers refer to Reflect CRM as a “great product for the price,” and an “affordable CRM product for a small company.” As one user summarizes, “the program gets the job done and future changes will likely add other desirable features.”

Salesforce

Salesforce
Salesforce is a well-known software provider and offers a small business CRM platform. Also called Sales Cloud, the system is designed for SMB teams to accelerate deals and automate repetitive tasks. There are several other features included in the software:

  • Reporting and analytics
  • Lead management
  • Third-party integration
  • Sales automation
  • Quotes and orders
  • Collaborative forecasting

This is a lightweight customer relationship management platform that comes with many features, add-ons, and integrations. By cutting out manual administrative tasks, you can let your sales team focus on closing deals rather than tapping on keyboards.

PriceFree Trial/DemoFeatures
Essentials: $25/user/month
Professional: $75/user/month
Enterprise: $150/user/month
Unlimited: $300/user/month
30-Day Free Trial, Free Demo> Deployment: Web-based, cloud, SaaS, Android, iOS
> Support: Business hours, online
>360-degree customer view
> More features at Salesforce

Pros & Cons of Salesforce Mac CRM Software

Salesforce scores leads based on customized rules, qualifying them for you. Configure dashboards to get the view and information you need, and get insightful reports and analytics. The workflow automation features can speed up internal processes and automatically grant approvals.

If you want marketing features, you’ll need to purchase a Marketing Cloud subscription. Additionally, paid plans, except for Essentials, are only available on annual contracts.

ProsCons
>Lead scoring
>Configurable dashboards
>Workflow automation
>Paid plans, excluding Essentials, require annual contracts
>Marketing features and automation require Marketing Cloud

What Customers Are Saying

According to customers, Salesforce is one of the best Mac CRM software tools “for organizing your sales funnel.” One user says that “one function [they] find particularly useful is its email attachment tracking,” noting that the system sends automatic notifications when a document is opened. Another simply states that “it is a full suite of tools — complete and useful.”

SpinOffice

SpinOffice
SpinOffice is a multi-platform CRM solution that can manage your contacts, emails, calendars, documents and tasks, all in one centralized and secure location. Encourage collaboration between different departments or teams, and synchronize all data across all their devices. With user role management, you can keep employees up to date while restricting their access to specific capabilities and information.

Aside from the features above, you’ll also get to enjoy:

  • Third-party integration
  • Reporting and analytics
  • Email marketing
  • Marketing automation
  • Communication management
  • Calendar sharing
  • Real-time alerts

SpinOffice also emphasizes its security features. With its password-protected log-ins, the system offers encrypted storage, two-factor authentication, user roles, backups, and IP restrictions. These functions keep you and your business, clients, and employees protected.

PriceFree Trial/DemoFeatures
Pro: $27.50/user/month
Enterprise: $72.50/user/month
Free Demo Only> Deployment: Web-based, cloud, SaaS, macOS, Windows, Android, iOS
> Support: Online, business hours
>Sales task management
> More features at SpinOffice

Pros & Cons of SpinOffice Mac CRM Software

SpinOffice is exceptionally versatile, which is a feature that makes it one of the best Mac CRM software options. It’s compatible with most devices and operating systems, so you’ll always be able to migrate your services if you change environments. The platform supports mass contact and email imports and can sync with both Android and iOS mobile devices.

If you want to try out the platform’s full functionality, you’ll have to schedule a demonstration; there’s no free trial option. Additionally, the Enterprise plan lists $72.50 as the starting price. You’ll need to request a quote before you can make a purchase, which leaves the final cost unclear. It also charges additional fees for some integrations and has a limited selection available.

ProsCons
>Multi-platform compatible
>Mass import functions
>Mobile sync
>There’s no free trial to try out the full platform’s features
>Enterprise plan starts at $72.50 but must be quoted
>Limited third-party integrations

What Customers Are Saying

To customers, there’s a lot to love about SpinOffice’s “fantastic software package.” According to reviewers, it “links everything together” and is “perfect for [a] small business.” Others praise its “outstanding customer service” and call it “customizable,” “simple and versatile,” and “collaborative.” As one user describes it, SpinOffice is “simple, yet robust.”

Zoho CRM

Zoho CRM
At its core, Zoho CRM is a lead and contact management system. However, by including additional features like pipeline supervision, forecasts, and reports, the platform has established itself as one of the best Mac CRM software options available.

Its array of features can help you manage your entire sales and marketing process, from the start of the campaign to the closing of a deal. It includes capabilities like:

  • Lead management
  • Sales and marketing automation
  • Forecasting
  • Social integration
  • Workflow management
  • Website forms
  • Landing pages

Zoho CRM lets you conduct AB testing on its web forms and receive related analytics reports to improve your conversion rates. Additionally, you can create web-to-lead or web-to-contact forms, either collecting client information or immediately initiating conversations.

PriceFree Trial/DemoFeatures
Standard: $18/user/month, $12/user/month billed annually
Professional: $30/user/month, $20/user/month billed annually
Enterprise: $45/user/month, $35/user/month billed annually
Ultimate: $55/user/month, $45/user/month billed annually
CRM Plus: $60/user/month
15-Day Free Trial, Free Version Available> Deployment: Web-based, cloud, SaaS, Android, iOS
> Support: 24/7 (live rep), business hours, online
>Automatic lead generation
> More features at Zoho CRM

Pros & Cons of Zoho CRM Mac CRM Software

Zoho CRM can connect with various platforms, including your website and social media, allowing the system to generate and log leads automatically. You can manage your campaigns through the platform and automate different marketing activities and workflows. If you’re a small business or individual, you can opt for the free plan. However, it offers very few limited features.

ProsCons
>Automated lead generation
>Campaign management
>Marketing automation
>Free plan offers minimal feature access

What Customers Are Saying

Small business owners and large corporate CEO’s all praise Zoho CRM’s adaptability and scalability. According to one reviewer, it’s a “CRM for the masses” and a “low-cost [system] for small businesses that are interested in [trying] it out.” Another notes that it’s a “functional CRM that does the basics and more, well. Fits a business of any size.” The Plus package also has its supporters, with one stating that it’s “feature packed at an affordable price.”

What Is Mac CRM Software?

CRM is an acronym for customer relationship management, and it’s a broad umbrella. Any tool, service, or software that helps your business better organize and access client data can fall under this term.

These systems started as simple notes and tabletop Rolodexes, storing basic contact information for clients. Over time, these evolved into desktop databases and, finally, into the complex platforms we’re familiar with today. You can now store everything from emails and contact information to social media profiles, client preferences, and past dealings records.

Essentially, the best Mac CRM software platforms are no longer just info databases like their predecessors. Instead, they connect various departments, from marketing and sales to customer service.

These systems provide a central storage platform, organization system and analytical dashboard. You can manage leads, marketing initiatives, landing pages, and sales pipeline, all in one location.

For small businesses, SMEs, and large enterprises, CRMs speed up their sales processes, improve customer service and relationships, organize information, and increase profitability.  Whether you want to store contact info or need a full customer relationship management end-to-end solution, it impacts how you grow your business and bottom line.

Mac CRM software is optimized to work with macOS, whether deployed on the cloud or a local software environment. Most of these solutions are available as web-based or SaaS services, making them compatible with most platforms, regardless of the operating system.

Benefits of Mac CRM Software

There are various ways an excellent CRM solution can improve your business processes across several departments. The benefits can vary depending on the type of software you acquire, but there are always advantages to using a management system. Here are a few ways a CRM platform can improve your business:

  • Clear and understandable sales pipelines: Without a clear view of your pipeline, sales teams will often over- or underestimate their potential earnings and metrics. A CRM platform can give your sales teams a clear view of different deals, making it easier to create accurate forecasts.
  • Communication tracking across channels and departments: Any business owner will have experienced a case of “he said, she said” at least once in their career. Whether it’s a miscommunication between marketing and sales or support and deployment, it’s easy to lose track of a conversation running across multiple departments. A CRM can keep a record of all communication with a client, keeping everyone on the same page at all times.
  • Improved relationship management: Following on the previous point, a CRM can help improve customer relationships. When everyone has access to the client’s information and previous communication, it’s easier to provide high-quality and consistent service and support. In turn, these processes will help you build stronger, engaging relationships with your clients.
  • Increased productivity: Many of the best Mac CRM software platforms include metrics and tracking features. Sales representatives can log their hours, calls, and activities, whether they’re in the office or on the road. You’ll have a clearer view of your team’s performance, while they can see their metrics and identify any areas that need improvement.
  • Reporting and analytics for marketing: The benefits of CRM software’s reports and analytics features don’t end with the sales team. Your marketing department can also take advantage of this information to improve its initiatives and accurately forecast ROI.

Must-Have Features for Mac CRM Software

CRM platforms offer several services and tools, and not all of them are truly essential. However, there are some features that these systems should always include to offer the best possible solution:

  • Third-party integration: As we mentioned earlier, third-party integrations can be a vital part of your CRM, especially if you’re already employing other software solutions in your business. Check if a platform can work with your existing environment or offers an API before making a final decision.
  • Reports and analytics: If you’re struggling with bottlenecks in your sales or marketing activities, insightful analytics and actionable reports can help you identify these problem areas. However, they can also help you identify successful initiatives and team actions, allowing you to optimize your processes further.
  • Referral tracking and lead management: Analyze which marketing initiatives and referral programs are the most effective by using these tracking tools. You can get clear insights into where hot leads are coming from and adjust and adapt your initiatives to take advantage of the information.
  • Landing pages and forms: You might have the most beautiful website, but its purpose is to inform and entice potential clients. A landing page is optimized to turn a visitor into a lead, created to push a visitor into taking action and initiating conversations. A CRM can help you create attractive and effective forms and landing pages to improve lead generation.
  • Interaction and communication tracking: Keeping track of customer interactions is an essential part of a CRMs function. Every type of communication should be noted on the system, whether you made a call, support received an email, or the marketing department responded to a social media complaint. Some platforms can integrate with call and email management systems, keeping these records automatically.
  • Pipeline management and forecasting: Pipeline and forecasting tools can make your sales and marketing teams more productive and effective. Your agents can monitor their deals and optimize their closing process. The resulting insights will also help both departments make accurate forecasts.
  • Marketing automation: By automating some of your marketing activities, you can spend more time on business matters. A CRM can send automatic emails, send trigger responses, and integrate with your e-commerce system to revive dropped shopping carts. It saves you time while improving your bottom line.
  • 24/7 live customer support: When you’re struggling with an issue or tool, you want to know that there’s a dedicated support team only a few clicks or a call away. Having access to a 24/7 live service is the best way to quickly and efficiently resolve any potential problems without impacting your business operations.

The Cost of Mac CRM Software

The cost of Mac CRMs can vary wildly depending on the provider, solution complexity, and included features. Providers generally charge monthly, quarterly, or annual subscriptions, sometimes per user license. Prices will also vary depending on the type of plan and its capabilities. You may have the option of purchasing additional add-ons.

Most platforms have a free plan available. Although the features are generally minimal, they’re still a good fit for individuals and one-person shops. Comprehensive package prices vary wildly across platforms. You can pay anywhere from $1.49 to $3,200 or more per month, depending on the type of solution you need. With such a massive variance, it’s vital to compare both pricing and features, weighing your options to see which provides the best value for money.

If you’re struggling to make a decision, check if there’s a free trial or demo available. Almost all our selections for best Mac CRM software offer new users the chance to try out the platform at no cost. Take advantage of the opportunity to see if the system provides all the tools you’re looking for before making a buying decision.

A customer relationship management platform can be a significant business investment. It needs to be maintained and used correctly or you’ll see very little ROI; a CRM is only as good as the information going into it. Once you’ve carefully evaluated your options, choose the best platform suited to your unique business needs.