Mac-Based CRM Solutions

Apple is often thought of as a consumer-focused brand, controlling both market and mindshare in the consumer electronics industry. However, many businesses are adopting Apple devices as well. In , for instance, Apple devices accounted for nearly 90 percent of new mobile device activations in the enterprise. Customer relationship management CRM software is one area where development is already underway. There are currently several CRM solutions on the market available to Apple users. Several vendors in the market have developed Mac-based CRM solutions, which are built to run natively on the Mac operating system.

The Best CRM Criteria

These systems borrow from the existing infrastructure of a Mac operating system, resulting in a user interface that is similar to the one Apple users are already familiar with. While Mac CRM solutions are excellent options for managing your customer relationships, there are relatively few Mac-based CRM options on the market today. In this model, the vendor hosts and maintains the software on servers in a secure, off-site location.

Users can access the software from any Web-enabled device, such as a computer, iPhone or iPad. These systems are typically built to be browser-agnostic, meaning they can accessed from Safari, Chrome or another Web browser you run on your Mac. With the growth of mobile and tablet devices, more CRM vendors are developing subscription-based Cloud software. One benefit of opting for a Web-based CRM system is that it offers more flexibility down the road should you choose to switch away from Apple devices.

The 10 Best Free CRM Apps

If your company decides to go the PC route, for instance, you can continue to run your CRM on a hosted system. Additionally, with the multitude of Web-based CRM systems available, the market is much larger, giving organizations more options when searching for a CRM to meet their unique functional needs. A Web-based CRM system also requires a smaller upfront investment. Moreover, most Web-based systems are sold on a subscription basis and can be licensed for a more affordable monthly payment.

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As you evaluate which option is right for managing your customer relationships, there are a few additional things to keep in mind. If the following considerations are important to you, make sure to discuss them with vendors prior to selecting a CRM system. Resources About Us. Get Advice.

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More CRM Software. Other Software. Sort by:. Nextiva Nextiva offers telephony services for small businesses with functionality that eliminates the need for a traditional phone system. Platforms: Mac Win Linux. Deployments: Cloud, On premise. Business Size:. Price Watch Demo Learn More. HubSpot CRM With its cloud-based, customer relationship management platform, HubSpot helps companies of all sizes track and nurture leads and analyze business metrics.

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Zendesk Sell formerly Base Zendesk Sell formerly Base is the web and mobile-based customer relationship management CRM application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere Price Demo Learn More. Thryv Thryv is a cloud-based customer relationship management CRM solution designed for small businesses across various industry verticals.

Lucrativ Lucrativ is a multichannel customer relationship management platform suitable for businesses of all sizes. Freshsales Freshsales is a cloud-based customer relationship management CRM solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Claritysoft Claritysoft is a cloud-based customer relationship management CRM solution designed for midsize and large enterprise businesses. Odoo Odoo is a fully integrated and customizable open-source suite of business applications including sales, CRM, project management, manufacturing, inventory, accounting and other business needs in one software solution.

Shape Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Firepoint Firepoint is a cloud-based lead generation and business management solution that caters to small and midsize businesses in the real estate industry. Hatchbuck Hatchbuck is a sales and marketing solution designed for small to midsize businesses. LeadMaster LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads.

View all products. Buyers guide. What is CRM software for Mac? Common Features of Mac CRM Software Marketing integration Lead management including tools for lead generation , scoring and nurturing , email and event marketing, landing pages, Web and marketing analytics tools and campaign management.

Provide a complete HMS with unlimited beds, wards, patients round visits, treatment record keeping system. Manage documents, make scan copy of documents, track application and file management. Contact manager that makes creating, finding, and managing contacts faster and more efficient. Unquestionably the simples and most complete software for managing non-profit data.

For everything else, the vTiger community's extensions let you cheaply or for free add any extra feature you might want. Fat Free CRM harks back to the original versions of apps like Basecamp with a basic, text-focused design and tabbed menus to switch between your contacts and other data.

The 25 Best CRM Apps for Every Business

Built on Ruby on Rails, it's designed to be simple to install and run—even directly from your own computer if you don't have a server. Want an easy way to add data to your CRM? Fat Free CRM's built around an email dropbox. Each lead, contact, opportunity, account, and more has its own email address, so you can easily forward messages to log them to your CRM.

Use WordPress to power your blog or website? The easiest way to get a self-hosted CRM then might be to install a WordPress plugin that can manage contacts right inside your website software. That way, you can include a form on your site to gather leads that are saved directly to your CRM, or can directly track when a contact visits your site and log it to their contact entry. Want something even simpler? You could build your own CRM in an app you already use—using a spreadsheet or notebook app to store data about your contacts and interactions.

Here are some great places to start:. Spreadsheet apps are some of the most flexible tools. They're perfect for listing data—and with a bit of tweaking, you can turn Google Sheets into a powerful, automated CRM. Google Sheets' best feature is that it's an online spreadsheet. Unlike a spreadsheet on your computer that only runs when you're using it, Google Sheets can work in the background even while you're sleeping. That makes it perfect for building a customized CRM. Just list your contact info in spreadsheet rows, with columns for every detail you want to capture—perhaps even the date when you last contacted someone.

It'll take a bit of work, but you'll get a full-featured CRM that works just like you want for free. Want even more features in your CRM? You could use a database builder app like Airtable to make a CRM that looks and works more like a traditional CRM, but is just as customizable as a spreadsheet. You'll list contacts in rows as in a spreadsheet. The big difference in a database is linked records which let you tie company info to contacts—perhaps to show all of the contacts that work for one company in a new view—or contacts to deals. Airtable takes it a bit further, giving each data entry its own popover view where you can look at your contact info in detail away from the more messy table with all your data.

And it includes calendar and kanban views for an easy way to manage deals, too.

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Or, perhaps you want something simpler. In that case, a notes app like Evernote could fit the bill. Just make a new note for each contact, list their contact details at the top, then add details about each conversation you have with those people underneath. Want to automate your notes app CRM? Picking out CRM software is only part of the challenge of effectively managing your contacts. You'll need to approach your new contact tool with a strategy of how you're going to manage your contacts.

In less than an hour, you'll learn the most important things to look at in a CRM, how to use CRM tools to push your company's marketing forward, and how to fit them into your team's workflow. You'll first have to think through what matters most: Contact info, your team's conversations with people, or the contracts and deals you're working on getting from contacts? That's the three main focuses of CRM apps—and you'll want to pick a tool that'll help you accomplish your goals. Then, you'll need to fit the CRM into your workflow with automations that add new contacts and log conversations so you don't have to babysit your CRM all the time.

It's the handbook you need for your new CRM software. Whether you're looking for a more advanced address book, or need an advanced business contact tool that tracks every conversation and interaction your team has with your customers, a CRM can be just the thing you need. And with these free apps, you can start keeping better track of your contact info without worrying about breaking the bank. Have a favorite free CRM app your team relies on? We'd love to hear about it in the comments below! Payphone photo by Maarten van den Heuvel via Unsplash.

This article was originally published on December 23, , then fully rewritten with the latest apps, features, and pricing info on June 7, Matthew Guay is a senior editor and writer on the Zapier team in Bangkok. When he's not writing, he's likely reading a new book or exploring random streets in a new city. Follow Matthew at maguay. Comments powered by Disqus. Zapier is the easiest way to automate powerful workflows with more than 1, apps. Email me about new features. By signing up, you agree to Zapier's Terms of Service.

Capsule organizes them into lists and helps you email everyone in a list together at once for a quick way to reach out to the right people.

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Jumplead includes a full landing page builder with forms that add contacts to your CRM, where you can quickly followup on the most promising new leads. ClinchPad gives you those same tools to organize your leads, so you can drag them through your deal workflows as you get closer to landing a sale. WordPress Plugins like Inbound Now let you manage contacts inside your website admin. Load Comments