A truly reliable Apple CRM program designed for Mac users does more than simply support native macOS tools. It should also provide a wide selection of features for effective lead and customer management, store data in an organized way, and simplify complex business processes. Devoted Mac users will have no problems with any of the CRM solutions covered in this article.
#1 Bitrix24
Bitrix24 is an incredibly popular CRM and task management software aimed at providing a unique customer service. You will find plenty of tools that will help you focus on nurturing your leads, instead of spending loads of time doing repetitive chores. Bitrix24 allows users to store all their communications under one roof, as well as offering valuable collaboration tools to help you and your team make better marketing decisions. The software also provides cloud and on-premise solutions so that you can access your CRM anytime and anywhere. It's also worth mentioning Bitrix24 is the best free CRM for Mac available on the market.
Pricing plans
Maximum number of users: unlimited
Maximum number of contacts: unlimited
Online storage: 5GB
Maximum number of users: unlimited
Maximum number of contacts: unlimited
Online storage: 24 GB
Maximum number of users: unlimited
Maximum number of contacts: unlimited
Online storage: 100 GB
Maximum number of users: unlimited
Maximum number of contacts: unlimited
Online storage: 1,024 GB
Using Bitrix24 offers you the following advantages
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A wide selection of notable CRM features is available in the free tier.
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The software smoothly integrates with a variety of external applications.
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The software enables users to organize and manage complex workflows and tasks with the help of Kanban boards and Gantt charts.
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The software allows users to connect with their teammates anytime and anywhere via HD video calls.
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You can easily create detailed customer profiles displaying all the relevant records of their interactions with your company.
Areas of improvement for Bitrix24
#2 Zendesk
Zendesk is incredibly powerful when it comes to building long-lasting relationships with customers, generating and managing a multitude of leads, and transforming opportunities into real revenue. The software covers just about every business need, from robust project management to invoicing. And if you are looking for a simple CRM for Mac that can allow you to be productive right from the start, Zendesk is among the top-of-the-line solutions in this regard.
Pricing plans
Maximum number of users: 3
Online storage: 2 GB per user
Maximum number of users: unlimited
Online storage: 5 GB per user
Maximum number of users: unlimited
Online storage: 10 GB per user
Maximum number of users: unlimited
Online storage: 25 GB per user
Using Zendesk offers you the following advantages
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The software automatically creates detailed call logs displaying all the information you may need to analyze your employee performance, including the total number of calls and average call duration.
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There are plenty of powerful visualization tools allowing users to gain in-depth insights into the performance of email and SMS marketing campaigns and the total number of unique conversions.
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Diverse communication and collaboration tools, including file sharing, commenting, mentions, and more.
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The interface is extremely easy to navigate.
Areas of improvement for Zendesk
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The basic plan has limited CRM functions.
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Advanced plans are too pricey for teams on a tight budget.
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Limited integration options with external software solutions.
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Limited capabilities of tracking and reporting on sales leads.
#3 Zoho CRM
Zoho CRM offers a comprehensive selection of CRM tools, allowing for effective communication and collaboration among team members inside the system, keeping track of their performance on an ongoing basis, and delivering excellent customer service.
The software enables teams to automate and streamline various business processes, as well as measure the effectiveness of communication with customers across all sorts of channels with the help of in-depth reporting capabilities.
Pricing plans
Online storage: 1GB, plus extra charges for additional space
Online storage: 1GB, plus extra charges for additional space
Online storage: 1GB, plus extra charges for additional space
Online storage: 5 GB, plus extra charges for additional space
Using Zoho CRM offers you the following advantages
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The software is powered by AI that you can use to handle a variety of complex and routine tasks, from retrieving specific leads from your large customer database to initiating phone calls.
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The software enables users to manage their social media accounts and handle all interactions with potential and current leads right within the system, which eliminates the need to switch between different apps.
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It also takes care of managing and scoring leads, allowing you to focus on the most promising leads.
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The software supports email clients for iOS allowing for better productivity in Apple-based systems.
Areas of improvement for Zoho CRM
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The software doesn't provide tools for automatic form filling. Therefore, users need to spend plenty of time on manual input.
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There are many modules inside the Zoho ecosystem that can be too hard to set up and manage for inexperienced users.
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Expensive add-ons.
#4 Insightly
Insightly offers a wide selection of the most valuable CRM features that transfer well to iOS and macOS systems. One of the aspects that makes this solution particularly competitive is its ability to upload all the relevant information about your client right into your CRM simply by scanning their business card.
You can also connect loads of data to your customer profiles and keep your teammates updated on all the changes in statuses of tasks and milestones in just one click.
Pricing plans
Number of roles and permissions: 2
Online storage: 10 GB
Maximum number of mass emails per day: 2,500
Number of roles and permissions: unlimited
Online storage: 100 GB
Maximum number of mass emails per day: 5,000
Number of roles and permissions: unlimited
Online storage: unlimited
Maximum number of emails per day: 10,000
Using Insightly offers you the following advantages
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You can easily increase your teams' productivity by automating multiple workflow processes that include sending mass emails at the right time, updating records, and more.
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The software provides powerful data tracking and reporting capabilities, allowing users to identify how far they are from reaching their objectives.
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Great visualization tools showing bottlenecks in your workflow and how you progress towards your goals.
Areas of improvement for Insightly
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The mobile version lacks many essential CRM features available in the desktop solution.
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Project management functionality is limited and can hardly address the needs of a large enterprise.
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Users gain access to in-built telephony only in advanced plans.
#5 Capsule CRM
This CRM solution is well organized and aims at addressing the needs of small- and medium-sized businesses. Therefore, large enterprises will find the selection of tools in the software insufficient.
But even based on what Capsule CRM already has, it handlea most of the processes pretty well, from basic email marketing to comprehensive sales analytics.
The mobile version of this CRM keeps up with most competitors if not outperforms them, allowing users to manage upcoming and overdue tasks at a glance, search for sales opportunities, start calls, messages, emails, and more.
Pricing plans
Maximum number of users: 2
Maximum number of contacts: 250
Online storage: 500 MB
Maximum number of contacts: 50,000
Online storage: 10 GB
Maximum number of contacts: 100,000
Online storage: 20 GB
Maximum number of contacts: 200,000
Online storage: 40 GB
Using Capsule CRM offers you the following advantages
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The software keeps track of every lead and opportunity and provides comprehensive reports on their overall contribution to business growth.
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By prioritizing tasks and managing deadlines, you'll be able to increase your teams' productivity.
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You can also eliminate tedious and repetitive chores by automating most of your workflow processes.
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Powerful sales analytics tools provide a complete picture of the amount of time spent by each employee on the completion of specific tasks, as well as allow users to spot better sales opportunities or issues stalling business processes.
Areas of improvement for Capsule CRM
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Activity dashboards are not particularly customizable.
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Speaking of customer data, the software doesn't provide any special fields for dates of birth.
#6 Copper CRM
Besides a powerfully built desktop application, Copper also offers a simple and robust mobile application, functioning perfectly on most devices supported by Apple, allowing users to manage complex business processes on the go. It also delivers advanced reports with every detail you need to keep in mind to make better marketing decisions.
Another nice aspect of this solution is its ability to support speech-to-text so that you could make important notes faster than usual.
Pricing plans
Maximum number of users: 3
Maximum number of contacts: 2,500
Maximum number of users: unlimited
Maximum number of contacts: 15,000
Maximum number of users: unlimited
Maximum number of contacts: unlimited
Using Copper CRM offers you the following advantages
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The software easily organizes and stores all sorts of data, from call logs to important documents under one roof, and allows users to retrieve it in seconds with the help of tags and filters.
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A variety of ready-to-use email templates.
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Great visualization tools enable users to sort leads by their value, identify at which point of a pipeline each one of them is, and move them to the next stage in just a few clicks.
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Complete visibility into teams' performance and business growth at any given moment with the help of advanced sales analytics tools.
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Integration with most apps in the G-Suite.
Areas of improvement for Copper CRM
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Although the software is widely used in the iOS system, it doesn't integrate into Apple Mail.
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Automation capabilities are limited, i.e., the system won't be able to send automatic emails or push notifications once a specific lead enters a new stage of a pipeline.
#7 Daylite
This CRM software for Mac is designed solely for macOS users and doesn't provide support outside this system. Daylite offers a highly organized way of managing customers and multiple sales pipelines for dedicated users of Apple products. Most of the tools you need to get the job done are available right at your fingertips, from calendar and contact management to projects and follow-ups.
Pricing plans
Maximum number of users: 100
Using Daylite gives you the following advantages
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The software works seamlessly with Mac, iPhone, and iPad.
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With the help of Siri, users can make instant notes and create new tasks on the go.
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The software allows users to link important emails to specific people, projects, meetings, etc.
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Powerful calendar management capabilities, allowing users to schedule important events and link them with specific contacts or documents.
Areas of improvement for Daylite
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Not suitable for large teams.
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Limited integration options with third-party software.
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Limited automation capabilities.
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No financial planning features.
#8 OnePage CRM
If you are looking for a robust CRM for Mac to simplify lead generation and management processes on your Mac, OnePage CRM is what you need to stay focused. There you will find a broad selection of essential features to transform your leads into real customers. No need to hop between apps and web pages, trying to piece together all sorts of data regarding your clients as OnePage CRM can handle a variety of complex activities for you within seconds.
Pricing plans
Maximum number of contacts: unlimited
Online storage: 10 GB per user
Maximum number of mass emails per day: 200
Maximum number of contacts: unlimited
Online storage: 20 GB per user
Maximum number of mass emails per day: 350
Maximum number of contacts: unlimited
Online storage: 40 GB per user
Maximum number of mass emails per day: 450
Using OnePage CRM offers you the following advantages
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You can easily keep track of all your communications with clients and receive accurate reports regarding their value.
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The software allows users to reach clients on their favorite social media platforms right from the system.
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It keeps users updated on the next steps they should take to keep sales cycles flowing in the right direction.
Areas of improvement for OnePage CRM
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A limited selection of features for large organizations.
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Limited automation capabilities.
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Lack of project and task management tools.
#9 Hubspot CRM
Hubspot CRM is integrated perfectly with pretty much everything from the G-Suite. And even though it is not the cheapest CRM solution on the market, there are plenty of tools to get your business up and running. Some of the most interesting features one can benefit from while using the software are a free email signature and marketing plan generators.
Pricing plans
Maximum number of users: unlimited
Maximum number of contacts: 1,000,000
Marketing hub
Sales hub
Service hub
CRM Suite
Minimum number of users: 2
Minimum number of contacts: 1,000
Minimum number of users: 5
Minimum number of contacts: 2,000
Minimum number of users: 10
Minimum number of contacts: 10,000
Using Hubspot CRM offers you the following advantages
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This is truly an all-in-one solution for marketing, sales, customer support, and more.
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There are plenty of plans to choose from. Even if you don't want to see some CRM features in your suite, you can easily create your own bundle, consisting mainly of tools you and your team generally use.
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The software tracks all your interactions with prospects and leads and saves this data within the system so that you could easily access it when the time comes.
Areas of improvement for Hubspot CRM
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Lots of pricey add-ons.
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Expensive paid plans.
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Even though there is a wide selection of templates, they are hard to modify and edit.
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The software is unable to provide detailed reports on how users navigate your web page or the total amount of traffic that your website receives.
