Financial CRM Software for Mac. Financial CRM Software for Mac. Find the best Financial CRM Software for Mac. Compare product reviews and features to build your list. See all Financial CRM Software. All Products; Sort by: Why Capterra is Free. Salesflare is an intelligent CRM for Mac, used by small and medium sized B2B businesses who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions with the people you're in contact with. 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.
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
[Add a relevant image]
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
Web-based Crm For Mac
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
[Add a relevant image]
HubSpot CRM
Benefits:
Manages workflows for improved project management; you’ll be able to effectively assign and track leads, keep an eye on the sales process, and record customer interactions across channels
Well-built iOS native app with good functionality on iPad and iPhone
Works with both G Suite and Microsoft Office
Zapier integration enhances usefulness by making it easy to share information across apps, such as Google Sheets, Slack, Facebook Lead Ads
HubSpot CRM is free, so you can get started without overhead, while paid add-on packages for HubSpot pile on features like reporting, AI, and advanced automation
Drawbacks:
Limited customization options
The basic, no-cost CRM’s features are many but basic, and you may eventually need to buy Sales Hub or one of HubSpot’s other add-on packages to boost the CRM’s capabilities
Pricing:
HubSpot CRM is free, and the number of users is unlimited
Marketing Hub, Sales Hub, and Service Hub add-on packages are $50 each per user/per month, billed monthly
HubSpot CMS starts at $300 per month, billed monthly
All-inclusive Starter Growth Suite starts at $113 per user/per month, billed monthly
There are no free trials for the add-on packages.
Website:hubspot.com
Zoho CRM
Benefits:
Zoho CRM is easy-to-use, with a simple user interface targeted at small businesses, including customizable modules, automation, and social media features
Lets you define workflows and rationalize everyday tasks, as well as manage leads
CRM and Mail apps for iOS allow for Apple-friendly productivity on the move
Data porting features allow you to quickly migrate your data from spreadsheets and contact management software to the Zoho platform, making implementation pretty straightforward
Integrates with Twitter, Facebook, and Google+ for reaching out and engaging with leads quick and snappy, at just the right time
Drawbacks:
Zoho doesn’t have individual email tracking or lead notifications; that can be limiting if you rely heavily on one-on-one engagement
Add-on modules are priced on top of the existing CRM product you purchase, so costs can increase significantly as you expand your use of the platform
Pricing:
Free version is available for up to three users and is targeted at home businesses
Standard version is $12 per user/per month, billed annually
Enterprise version is $35 per user/per month, billed annually
A free trial is available for the Standard and Enterprise versions.
Website:zoho.com/crm
Pipedrive
Benefits:
Flexible and results-oriented CRM that allows you to construct multiple sales pipelines with customizable, unique stages appropriate to a specific product/service’s context
Reminders, notifications, and follow-up alerts automatically keep you on task
iOS app for calling, contact management, activity tracking, and more on the move
Customize data fields and workflow for your distinct business processes
Low learning curve speeds pace of implementation
Drawbacks:
No internal emailing platform, so you’ll have to use the app’s Mailchimp integration
Pipedrive Dealbot integrates with Slack, giving you a heads up in both apps when a deal is identified, won, or lost, but notifications get lost easily in normal Slack chat
Pricing:
The Essential plan is $12.50 per user/per month billed annually, and $15 billed monthly
The Advanced plan is $24.90 per user/per month billed annually, and $29 billed monthly
The Professional plan is $49.90 per user/per month billed annually and $59 billed monthly
The Enterprise plan is $99 per user/per month, billed annually
A 14-day free trial is available for the Essential, Advanced, and Professional plans.
Website:pipedrive.com
Zendesk Sell
Benefits:
Useful for prospecting, deal-making, and improving customer retention and conversions with timely sales interventions and follow-ups
Sales automation gives sales reps the space to focus on the more important things
Set triggers when you get a new lead, qualified deal, or incoming deal; everyone on the team gets a heads up and the opportunity to analyze and collaborate, so there are fewer meetings and less crossed wires
Lead prioritization capabilities and tools like funnel tracking, custom lead forms, customizable lists, communication templates, conversion rate tracking, and channel optimization make it easy to gain context on leads
Android/iOS version is the #1 rated mobile sales app
Drawbacks:
Some users have reported a slow loading time and mistakes in automated data entry
Entry-level pricing might be too high for a startup or small business.
Pricing:
Contact Zendesk directly for pricing and custom plans
No free trial is available.
Website:zendesk.com/sell
Freshsales
Benefits:
Easy to get up-and-running with critical startup features like lead management, email management, and pipeline management
Lead capture lets you grab leads from emails automatically, and you can also sort out your own lead scoring criteria to better keep track of who’s who and who’s most likely to convert (it’s possible to set custom organizational parameters too)
Access customer data and track sales pipeline on your iPhone with iOS app
There’s a “free forever startup plan” limited to 10 users and 10,000 records (aka leads, contacts, accounts, and deals); it’s a bit hidden, however (you’ll have to sign up for a 21-day free trial, which gives you the full-stack version of the software; at the end of the period, you’ll be asked if you’d like to commit to one of four paid plans or continue with the free, no-frills version)
Drawbacks:
Once you start to expand your use of Freshsales and access more complex features, there is a significant learning curve
Sorting and filtering tasks is less intuitive than it could be
Pricing:
Blossom plan for small teams is $12 per user/per month, billed annually
Garden plan for growing teams is $25 per user/per month, billed annually
Estate plan for large teams is $49 per user/per month, billed annually
Forest plan for enterprises is $79 per user/per month, billed annually
A 21-day free trial is available for all Freshsales plans.
Website: freshworks.com/freshsales-crm
Bitrix24
Benefits:
Bitrix24 is a comprehensive CRM that handles sales management and marketing campaigns, and helps your team collaborate effectively
Allows you to create unlimited work and user groups, set up an HR help desk, and centralize the storage of documents in-app
iOS app with mobile CRM (allowing access to deals, contacts, companies, products), public/private chat, activity stream calendar, and project and task management
Bitrix24 offers a free version for up to 12 users with 5 GB of storage, targeted specifically at startups, with HR, task, lead, contact, and project management tools (it’s actually the most popular free CRM in the world)
Drawbacks:
UI is a bit “busy,” which can hinder app navigation
There are customization and configurability limitations
Pricing:
Free starter business tool suite for up to 12 users
Start+ plan for up to 2 users is $19 per month billed annually, and $24 per month billed monthly
CRM+ plan for up to 6 users is $55.20 per month billed annually, and $69 per month billed monthly
Project+ plan for up to 24 users is $55.20 per month billed annually, and $69 per month billed monthly
Standard plan for up to 50 users is $79.20 per month billed annually, and $99 per month billed monthly
Professional plan for unlimited users is $159.20 per month billed annually, and $199 per month billed monthly
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
Benefits:
Automated data entry, smart identification, lead and customer tracking, plus optimization of sales contacts and opportunities
Native integration with G Suite, meaning data import is seamless from Gmail and other Google tools you most likely use every day
iOS app has great UX, with easy management of sales process through visual pipelines
Improves management of teams and workflows with weekly pipeline progression reports using drag-and-drop functionality, custom filters, and alerts when deals might be going stale
Provides an eye-pleasing sales pipeline for easy tracking and managing of leads through the qualification process
Drawbacks:
Despite its excellent UX, it has a moderate learning curve, so be forewarned you’ll need to set aside some time for implementation
Sometimes there are issues with Excel data import, meaning you’ll be required to manually enter information into Copper
Pricing:
Basic plan is $19 per user/per month, billed annually
Professional plan is $49 per user/per month, billed annually
Business plan is $119 per user/per month, billed annually
Copper offers a 14-day free trial for all plans.
Website: copper.com
Insightly
Benefits:
Streamlined, user-friendly CRM platform for tracking contacts, communications, projects, sales and documents in a single interface
Provides customization options for structuring and accessing customer data, including customized data capture, display, and validation; users can also create their own specialized fields to add unique information, such as customer types, subscriptions, contract renewal dates, and billing ID numbers
Smooth pipeline integration between CRM features, like managing contacts and customer data, tracking opportunities (aka sales leads)
Insightly sidebar runs as a handy Chrome extension, letting you save Gmail messages directly to your CRM so you can easily cross-reference contact information
Drawbacks:
Two-way sync for Google Calendar can be glitchy at times, with events not displaying for other team members
Custom fields for contacts are capped at 25
Pricing:
“No-frills” plan is free for up to two users
Plus plan is $29 per user/per month, billed annually
Professional plan is $49 per user/per month, billed annually
Enterprise plan is $99 per user/per month, billed annually
A 14-day free trial is available for the Plus and Professional plans.
Website:insightly.com
Gro CRM
Benefits:
Covers full spectrum of business processes, including lead acquisition, deal tracking, task management, invoicing, order processing, and much more
Developed specifically as a mobile CRM for iOS 13, Apple Watch, iPhone & iPad, so the app has excellent, desktop-level mobile features and UI on-the-go
Integrated email app routes your prospects into leads and customer contact lists, which saves time and seamlessly increases visibility.
Drawbacks:
A desktop app is in the works, but it's not available yet; that may be a deal-breaker for some teams who want both an out-in-the-field and in-the-office solution
Pricing:
Solo plan for a single user is $14.99 per seat/per month billed annually or monthly.
Basic plan for team CRM is $19.99 per seat/per month billed annually, and $24.99 per seat/per month billed monthly.
Pro plan for core CRM is $39.99 per seat/per month billed annually, and $49.99 per seat/per month billed monthly.
A 14-day free trial is available and offers the full features of the Pro plan.
Website:grocrm.com
Odoo CRM
Benefits:
Odoo CRM handles leads, sales forecasting, and all the other CRM features you might need, while a modular design lets you mix and match different features to meet your business requirements
The open source Community Edition of Odoo CRM plugs into the 10,000+ apps in the vendor’s orbit, which are configured to integrate with one another seamlessly
Odoo mobile app for iOS allows easy access to CRM and other Odoo modules you may use
If you’re in retail, restaurants, or other brick-and-mortar enterprises, you may be interested to know Odoo has a very useful point of sale app; working with other Odoo apps, point of sale data can easily flow into your inventory management, email marketing, and sales operations
Drawbacks:
Open source version of Odoo CRM has a significant learning curve, and you’ll have to pay special attention to setting it up and implementing it to prevent headaches later
The invoicing tool is a bit more complicated than necessary (you have to create a quote, followed by an order in order to generate an invoice)
Customer support is dependent on app community members, which is not always the fastest route to issue resolution
Pricing:
Open source CRM is free. Paid add-ons available.
Website: odoo.com/page/crm
Agile CRM
Benefits:
Integrates contact management, marketing automation, real-time alerts, VoIP telephony, social suite, and email and web tracking
Feed your appointment calendar into Agile CRM and it will automate all your upcoming voice calls and follow-ups
Easily attach documents to deals, companies, contacts, and emails in-app
Agile CRM offers a free, full-featured sales CRM for up to 10 users
Drawbacks:
Price increases significantly as you move up from one version to the next, which may cause headaches as your company scales
The iOS mobile app's UI is clunky and could use a refresh
Pricing:
Free version is available for up to 10 users
Starter version is $8.99 per user/per month (billed every two years)
Regular version is $29.99 per user/per month (billed every two years)
Enterprise version is $47.99 per user/per month (billed every two years)
There are no free trials available for paid plans.
Website:agilecrm.com
Pipeliner
Benefits:
Built to meet today’s complex selling needs with real-time communication and collaboration; helps sales teams effortlessly view opportunities and their place in the sales process, as well as completed and in-progress tasks
Create, import, save and store collaborative documents in-app
iOS app with account, contact, lead, opportunity, and task management features
Drawbacks:
Sometimes a number of erroneous “opportunities” are auto-generated and you have to delete them manually
Software and support are only available in English, which can be a dealbreaker for non-Anglophone companies
Pricing:
Starter plan is $25 per user/per month, billed annually
Business plan is $65 per user/per month, billed annually
Enterprise plan is $85 per user/per month, billed annually
A 14-day free trial is available for all plans.
Website: pipelinersales.com
Sugar CRM
Benefits:
Provides a comprehensive CRM solution covering marketing, sales, and customer service, with an emphasis on cross-team sharing of relevant and useful intel
Lets you map customer journeys to get your messaging right, and automate complex business processes like lead routing quote review and approval with drag-and-drop flowchart
iOS app for iPhone and iPad lets you manage sales activities, make phone calls, send SMS and emails, and more on-the-go
Vendor customer support is attentive, which is a major plus for startups who need quick answers and issue resolution times; on top of that, there's a large user community surrounding Sugar CRM, so you can talk shop with other startups
Drawbacks:
Sugar CRM app's roots are in the open-source, developer community, so there's a moderate learning curve
You have to have at least 10 people on your team to use Sugar CRM, so it might not be appropriate for very small startups
Pricing:
Sugar Professional plan is $40 per user/per month (10 user minimum), billed annually.
Sugar Enterprise plan is $65 per user/per month (10 user minimum), billed annually
Sugar Serve plan is $80 per user/per month (10 user minimum), billed annually
Sugar Sell plan is $80 per user/per month (10 user minimum), billed annually
Sugar Market plan is $1,000 (unlimited users, 10,000 contacts per month), billed annually
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
Benefits:
Captures customer interactions across channels and automatically centralizes and updates data
Has a configuration engine called ‘Composer’ that allows you to customize the platform for your startup's distinct workflow and business requirements
FreeAgent includes a large list of integrations, which helps it slot into your existing work tools; these include real-time sync with Gmail, Twilio, Office365, and Google Calendar, and two-way Mailchimp sync
Drawbacks:
Price might be a deal-breaker for some companies, given there's a big jump in cost between the first and second levels of paid plans
Pricing:
Essentials plan is $25 per user/per month, billed annually
Professional plan is $75 per user/per month, billed annually
Enterprise plan is $135 per user/per month, billed annually
Unlimited plan $250 per user/per month, billed annually
A full-service free trial is available; no credit card is required.
Website:freeagentcrm.com
Maximizer CRM
Benefits:
Provides full-fledged service, sales, and marketing CRM features
Intelligent address book where every contact with all their info is readily accessible; Maximizer shows you all related contacts, for example, grouped by job, industry or location (and you can upload and store documents there too)
Multiple-step solutions can be standardized and reused as templates, and there are triggers for alerts and notification tools that can be customized.
Drawbacks:
Customer support is not always super responsive
UX is functional, but it's a bit dated and could be more intuitive
Pricing:
On-Premise CRM plan is $40 per user/per month, billed annually.
CRM Live plan is $65 per user/per month, billed annually.
CRM for Financial Advisors plan is $70 per user/per month, billed annually.
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.
Thank you for subscribing.
You will receive an email confirmation shortly.
Free Crm For Mac
GET THE FUTURE OF WORK TODAY