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Introduction
The CRM market’s size has tripled since 2010, attracting a more and more diverse user base as implementation costs have dropped and the overall software ecosystem has matured.
No surprise then that there are lots of CRMs targeted at Mac users. The majority of CRM are now SaaS, cloud-based apps that run in your web browser of choice, so whether you’re using Google Chrome, Safari, or Mozilla Firefox on your MacOS, you’ll be good to go.
Customer relationship management software can help teams using Apple devices to organize their work more efficiently. There’s a range of benefits for business activities across the board, from managing the sales process to customer support, document management, and building effective landing pages.
Benefits of using CRM software for Mac
Mac CRM software offers a holistic range of benefits for your business. From centralizing info to automating tasks and analyzing data, the idea is to provide an ‘all-in-one’ work solution that runs seamlessly in iOS and MacOS environments.
This will help give you the fundamental platform you need to grow your company on your own terms, using the devices you already run your business on. Some features to look for include good task management and contact management tools, compatibility with Apple Mail, and an iOS-friendly mobile app that works on your iPhone and iPad.
Improve team collaboration
Collaborative CRM features help your team work together more effectively. Assign tasks, track deals through stages, monitor workloads, share customer information, and @ other team members to give them a heads-up. In-app chat lets remote and distributed teams collaborate together in real-time.
Increase efficiency in serving clients
Serve clients more efficiently with quick access to their detailed contact records, including purchase history and interactions with other team members. Provide more timely service and support by receiving in-app notifications for customer inquiries across multiple channels (social media, web form, email, voice, and more). Automation tools for transferring inquiries to the most relevant agents, and collaborative tools to involve multiple team members also make your responses smarter.
Make better client relationships
Getting a Mac CRM will improve all your relationships with better timed, and better-targeted communication. Easy access to detailed contact records, including conversation and deal history, will ensure more informed interactions. Receiving task notifications and follow-up reminders will keep your communications on time, contributing to improved customer experience, reduced churn, and bonafide customer loyalty.
Automate everyday tasks
Eliminate menial admin tasks with automated data entry, smart identification of potential customers, lead and customer tracking, drip email marketing, follow-ups, and information field updating. Marketing automation, sales force automation, and service automation features free up time for human, high-level cognitive tasks like one-on-one engagement with customers.
Improved data and reporting
CRM provides a ‘single source of truth’ for your business, taking siloed data from other platforms and integrating it with data generated by your activities in CRM. Reporting tools allow you to monitor sales activity and sales trends, plus a multitude of other business activities (including team member productivity), so you can identify successful strategies and areas that need improvement.
Key features of Mac CRM
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Mac and iOS friendly system interface
CRMs for Mac have been designed specifically for MacOS and iOS, meaning they work seamlessly with the operating systems you use every day. You can access your SaaS cloud-based CRM from Chrome, Safari, Mozilla, and other browsers on any Mac system.
Support for iPhone & iPad
A mobile CRM app comes standard with most CRMs for Mac, bringing business productivity on-the-go. Being able to chat with clients, access contact records, view your sales pipelines, and access other CRM features from your iPhone and iPad, you’ll never miss an out-of-office opportunity.
Easy-to-use task management
Task management tools let you assign tasks to specific team members, giving everyone full visibility on who is doing what, and when deadlines are. Send out reminder notifications to stay on-task, put all your work processes in one place, and deal with task and workflow processes on-the-fly.
Easily integrate with Macintosh e-mail
Integration with Mac’s Mail platform lets you two-way sync emails from your CRM to your inbox and vice-versa. This integration saves you flipping between inboxes and ensures contact information flows freely from Apple Mail to your CRM.
Cloud support
SaaS CRM is cloud-based, meaning you’ll have access to the app and all associated data 24/7. Data is securely stored through the vendor on a service like Amazon Web Services, Google Cloud, or Microsoft Azure. CRM vendor customer support will be around to help you with any technical issues you may have.
Top 15 best Mac CRM
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HubSpot CRM
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There are no free trials for the add-on packages.
Website:hubspot.com
Zoho CRM
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Is There A Hubspot Desktop App For Macbook Pro
A free trial is available for the Standard and Enterprise versions.
Website:zoho.com/crm
Pipedrive
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A 14-day free trial is available for the Essential, Advanced, and Professional plans.
Website:pipedrive.com
Zendesk Sell
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No free trial is available.
Website:zendesk.com/sell
Freshsales
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A 21-day free trial is available for all Freshsales plans.
Website: freshworks.com/freshsales-crm
Bitrix24
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The prices above are for the cloud-based version; On-premise solutions are also available. There are no free trials for paid plans.
Website:bitrix24.com
Copper
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Copper offers a 14-day free trial for all plans.
Website: copper.com
Insightly
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A 14-day free trial is available for the Plus and Professional plans.
Website:insightly.com
Gro CRM
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A 14-day free trial is available and offers the full features of the Pro plan.
Website:grocrm.com
Odoo CRM
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Is There A Hubspot Desktop App For Macbook
Pricing:
Website: odoo.com/page/crm
Agile CRMHubspot Download
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There are no free trials available for paid plans. https://renewdesign795.weebly.com/documents-mac-app-free.html.
Website:agilecrm.com
Pipeliner
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A 14-day free trial is available for all plans.
Website: pipelinersales.com
Sugar CRM![]()
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Hubspot Outlook Desktop Plugin
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A free trial is available for all plans. After answering a few questions on the vendor website, you’ll be assigned the version of SugarCRM that best matches your business needs.
Website:sugarcrm.com
FreeAgent
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A full-service free trial is available; no credit card is required.
Website:freeagentcrm.com
Maximizer CRM
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Maximizer offers a 30-day free trial.
Website:maximizer.com
Conclusion
CRM users today are a diverse bunch, from traditional enterprise organizations to real estate agencies, nonprofits, PR firms, editorials, and more. The maturation of the cloud-based app ecosystem has allowed small and medium-sized businesses, and even individuals, to take advantage of sophisticated CRM tools. Costs have gone down, and ease of implementation has gone up.
The MacBook and iPhone crowd are now well-served; and even those with a mix-and-match setup, say an Android phone and a Mac, will have no problems with any of the CRMs on this list.
The easiest way to find out which Mac-friendly CRM works for you is, of course, comparison shopping. Sign up for a free trial with a few of the vendors above, see which suits, and get on track to stabilizing and scaling your business.
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