- Customer Database Software For Mac
- Best Free Crm Software For Mac Software
- Best Crm For Mac
- Best Free Crm Software For Mac
- Best Free Crm Software For Mac 2019
- Best Free Crm Software For Macbook Pro
Best Mac CRM Software For Small Business: ZipBooks is the best free accounting software for Mac. Sign up for a free account and gain access to our professional design, simple invoicing, and time tracking capabilities. ZipBooks can help your business accomplish its financial goals today. CRM Software for Mac Apple has been a market leader for quite a while now and it has been setting benchmarks against which devices of other companies are often gauged. Even though Windows-based laptops have historically been known to be preferred over Mac laptops, studies have indicated that the trend is changing.
Here’re the top 7 free CRM solutions with the highest user ratings.
- About HubSpot CRM: HubSpot CRM is cloud-based CRM software for Mac that helps companies track and nurture leads and analyze business metrics. It is suitable for any business in a variety of segments, including accounting, construction, retail, etc. It allows users to create and manage email templates, track the performance of emails, etc.
- Dec 29, 2017.
- Choosing a CRM solution that offers unrestricted functionality on Mac devices — stationary or mobile — may make a significant difference to your Mac-using business. Salesforce CRM technology lends itself naturally to mac users, and thanks to cloud technology, should your organization ever choose to make the switch to one of the other.
- Aug 21, 2020.
The sales team of any business or organization can keep track of the sales and manage other prospects by using proper set of tools. For all those who require a tool which can help with the proper management of sales, customer relationships and other business related matter, the Free CRM Software is the best one for you. This article describes some of the best Free CRM Software tools that are.
What is CRM Software?
Customer relationship management (CRM) software allows businesses to better manage customer interactions, support, and relationships through reliable systems and processes. It also integrates organizational processes across marketing, sales, and customer service.
Let me ask you a few questions:
- Does your business use spreadsheets to manage customers?
- Do you want to modernize your sales operations?
- Do budget constraints prevent you from purchasing a full software suite?
If you answered “yes” to any of these questions, you need a solution ASAP. Usually, this means purchasing software or hiring consultants. However, you may not have to spend any money at all. There are many free and open source customer relationship management (CRM) solutions that offer the same functionality and benefits as a paid tool.
A free tool will offer you the productivity of using sales and CRM software without spending any money. What you need to do is search for a free or open-source CRM tool that offers the features you need to meet your long-term business needs.
And that’s where this report can help you. To help you find the right free CRM solution, we analyzed about 160 free and open source solutions on Capterra. Then, we shortlisted the seven best solutions in the market.
What does “best” mean? Each of the seven tools listed in this piece has a minimum user rating of 4.36 out of 5 from 2018 to 2019. This rating is the average overall rating for CRM solutions on Capterra. You can find our full methodology here. Products are presented in alphabetical order.
7 best free and open source CRM solutions
Jump to:
Flowlu
Freshsales
HubSpot CRM
Really Simple Systems CRM
SuiteCRM
Vtiger CRM
Yetiforce
1. Flowlu CRM
Flowlu CRM is a cloud-based tool for businesses of all sizes. Its free version offers CRM features such as lead management, contact management, quoting, invoicing, and project management.
Flowlu’s unique selling point (USP) is that it also offers a few business management features such as project management and accounting. This makes it ideal for first-time CRM software buyers who want to automate functions such as sales, marketing, customer service, and finance.
If after using Flowlu you want to upgrade, you can pay for advanced features such as API integration, access control, time tracking, cash flow management, and a knowledge base.
Pros | Cons |
---|---|
Capterra reviewers said that the business management functionality saves time since you don’t have to toggle between different apps. They noted that the knowledge base feature is easy to use and helps the customer support staff quickly address all queries. | Some users feel that Flowlu’s task management interface could be simplified. They noted that the numerous features in the free version, such as contact management, financial management, and task management, can take some time to familiarize. |
Cost to upgrade: Apart from the free version, Flowlu has four pricing plans: Team, Business, Professional, and Enterprise. The Team edition is priced at $29 per month for up to eight users.
Most suitable for: Businesses of all sizes that are looking to manage various functions, such as sales, marketing, and finance, with the help of software.
Mobile apps: Android, iOS
Opportunity management in Flowlu
2. Freshsales
Freshsales is a CRM tool for businesses of all sizes. Its freemium plan offers contact management, lead management, email marketing, and interaction management.
The USP of the Freshsales freemium offering is the unlimited number of users and contacts. This plan also offers phone and email support.
The paid versions offer features such as sales pipeline management, SMS integration, built-in phone, workflows, multicurrency support, and a mobile app. Freshsales can be deployed on premise or on the cloud.
Pros | Cons |
---|---|
Capterra reviewers find the integration with Microsoft Office and GSuite helpful in syncing emails and calendars. They also said that Freshsales’s interface is easy to learn and navigate. This lets them create, assign, and track tickets with ease. | Some reviewers feel that the reporting module could be made customizable. They also mentioned that it can take time to completely familiarize yourself with the upgraded version because of a high number of features in the paid plans. |
Cost to upgrade: There are four upgrade options: Blossom, Garden, Estate, and Forest. The Blossom plan starts at $19 per user per month.
Most suitable for: Businesses of all sizes that need a free solution for more than two users.
Mobile apps: Android, iOS
Lead scoring dashboard in Freshsales
3. HubSpot
HubSpot is a cloud-based CRM solution for small and midsize businesses (SMBs). Its free version includes contact management, email scheduling, live chat, and meeting management.
HubSpot’s USP is its contact activity tracking. The free version lets you track the activity of contacts on your website for up to seven days after they are added to your contact list.
HubSpot’s CRM is completely free and there are no upgrade costs. But you may need to purchase other HubSpot products, such as Marketing Hub(for marketing automation), Sales Hub (for sales automation), and Service Hub (for customer service automation), to support the CRM.
Pros | Cons |
---|---|
Capterra reviewers said that the Kanban board functionality helps them manage deals efficiently as the dashboard shows a snapshot of all the deals. They also noted that HubSpot’s integration with Gmail and Outlook was useful in mailing out the campaigns. | Some buyers feel that the contact management functionality could be improved. For instance, HubSpot doesn’t let them add multiple email addresses to a contact or merge two companies in the database. Users also felt that HubSpot could include more detailed reports in the free version. |
Cost to upgrade: HubSpot CRM is free for all users. However, you have to pay for other HubSpot products that support and enhance the CRM’s functionality.
Most suitable for: SMBs that are currently using spreadsheets to manage customer communications and want to improve contact lists with basic CRM software.
Mobile apps: Android, iOS
Deals pipeline in HubSpot CRM (Source)
4. Really Simple Systems CRM
Really Simple Systems CRM is for small businesses. Its free version supports up to two users and includes sales pipeline management, document management, contact management, and reporting functionalities.
The free version’s USP is the API integration. It lets you connect your other applications, such as accounting and project management, and handle 50 API calls per day.
Free Crm Software For Mac
Really Simple System CRM’s paid versions offer access control, advanced reports, single sign-on, and marketing automation functionalities.
Pros | Cons |
---|---|
Capterra reviewers like the product customizations. They can customize data fields in the contact database, accounts, opportunities, and reports. They also find the task management functionality effective in managing customer interactions. | Reviewers feel that the software’s interface could be made easier to navigate. Some also said that the reports aren’t easy to configure. |
Cost to upgrade: The vendor offers three upgrade plans: Starter, Professional, and Enterprise. The Starter package is priced at $15 per user per month.
Most suitable for: Small businesses looking for a free CRM solution that integrates seamlessly with the business software they currently use.
Mobile apps: Android, iOSS
Dashboards in Really Simple Software CRM
5. SuiteCRM
SuiteCRM is an open source CRM solution for businesses of all sizes. It allows users to manage customer interactions across sales, marketing, and customer service teams.
SuiteCRM offers different open source solutions for startups, small businesses, and enterprises, making it suitable for businesses of any size and type.
Pros | Cons |
---|---|
Capterra reviewers find the product’s features, such as contact management, project management, and billing, helpful for different departments such as sales, marketing, and finance. They also said that the reports are highly detailed and allow you to easily analyze the performance of your sales and marketing operations. | Users noted that the free version doesn’t include agents-based customer support (though you can ask questions on its community page). Some also pointed out that it requires technical skills to customize SuiteCRM’s features. |
Cost to upgrade: SuiteCRM is an open source product. It is available for free.
Most suitable for: Businesses of all sizes looking for an open source CRM software.
Mobile apps: Android, iOS
Lead management in SuiteCRM (Source)
6. Vtiger CRM
Vtiger CRM works well for SMBs and can be deployed either on-premise or on the cloud. The open source (i.e., the free) version includes contact management, marketing automation, sales automation, and customer support modules.
The open source version’s highlight is its Microsoft Outlook plug-in, which allows users to send emails and sync their calendar with Outlook.
Vtiger also offers paid cloud-based plans for managing sales, marketing, and help desk operations.
Pros | Cons |
---|---|
Capterra reviewers said that Vtiger’s management console is easy to use and helpful in tracking and managing cases online. They also said that the open source version was easily customizable to their business’ needs. | Reviewers find the product’s email templates slightly outdated and feel that the vendor should update the templates and offer more options. Some also find the lack of Facebook and WhatsApp integrations a disadvantage because sometimes customers prefer to communicate via these channels. |
Cost to upgrade: The open source version of Vtiger is free for everyone.
Most suitable for: Businesses of all sizes looking for a CRM solution that integrates with their Microsoft Outlook account.
Mobile apps: Android, iOS
Sales opportunity tracking in Vtiger CRM
7. Yetiforce
Yetiforce is also an open source CRM solution for businesses of all sizes. It has the highest recommended rating on this list. The software helps businesses manage leads, store contacts, track meetings on their calendar, send email campaigns, and manage customer interactions.
Yetiforce maintains an active GitHub repository for tech-related queries to help tech teams customize the product.
Pros | Cons |
---|---|
Yetiforce is a GDPR-compliant software, which makes it ideal for businesses that have operations in the European Union. Reviewers find Yetiforce’s interface easy to customize to their requirements. | Though reviewers find the GitHub community helpful in answering their technical queries, they feel that the product documentation could be more detailed. Some also pointed out that the software can be difficult to use for employees who have limited technical proficiency. |
Cost to upgrade: Yetiforce is an open source solution, and therefore, available for free.
Most suitable for: Businesses of all sizes that have global operations, especially in Europe.
Mobile apps: Not available
Leads dashboard in Yetiforce
The final verdict: Which free or open source solution should you purchase?
After reviewing our list of free and open source CRM solutions, the next step is to find a solution that best fits your business needs. Follow these steps to find the right product for your business:
- Decide whether you need a free or open source solution. Compare each solution’s total cost of ownership (TCO) by checking the costs of implementation, data storage, training, IT staff hiring, upgrades, and other important factors.
- Ask your IT staff/consultants/third-party IT services provider whether they can implement an open source CRM on your existing network infrastructure.
- Review this list and select the features that will meet your vital business needs. Eliminate products that don’t offer the essential features.
- Compare the free usage limits (such as the number of free emails or contacts) and shortlist products based on your current requirements.
- Compare the upgrade costs of the various products and select one that will fit your budget when (or if) you upgrade the solution in the future.
If you are currently using a free CRM solution that’s working well for you, let us know about your experience in the comments section below.
For more information on CRM systems, check out the following resources: |
Methodology
This article was updated Aug. 2, 2019. Products considered for this article fulfill the following criteria:
Free products
For the purposes of this article, we classified a product as free if:
- It offers a free, standalone version of the software.
- It is not a trial version of the software where you must purchase a paid version after a limited amount of time.
Open source products
For open source software to be evaluated for this article, the tool has to make its source code open to everyone to inspect, modify, and enhance. The source code must also have been updated (full version or small fix) within the past 12 months and must support one of the following operating systems: Windows, Mac, or Linux.
Selection criteria
Autocad 2018 mac os download. The products that met the above criteria were then evaluated against our CRM software definition—customer relationship management software helps organizations manage information (e.g., contact details) about current and potential customers. CRM is a technique of putting customers at the heart of your business and using data about them to tailor a unique experience for each individual.
The software consolidates customer information in one repository so that businesses can better organize and manage relationships, automates the common processes, and provides tools for monitoring performance and productivity.
This check verified the basic CRM capabilities and appropriateness for the category. A product was classified as CRM software if it contained all the core features—contact management, interaction tracking, and lead management.
Software that met the market definition also needed a minimum of 10 reviews published on the CRM software category page between May 8, 2018, and May 7, 2019.
Disclaimer
The content in this piece provides opinions and points of view expressed by users and does not represent the views of Capterra.
Looking for Customer Relationship Management software? Check out Capterra's list of the best Customer Relationship Management software solutions.
Does it seem as though there are no user-friendly Mac CRM software programs available? If you are feeling frustrated, you are not alone. Many business owners are faithful to Apple.
Most will agree that once you use Apple products, there is no alternative to even consider. For whatever reason though, software manufacturers prefer to cater to Window PCs. This is probably because one would speculate that creating programs for the Apple system is more expensive so there are fewer profit margins.
This is rather unfortunate considering Apple is becoming a preferred pick in the business world.
Best Mac CRM Software For Small Business:
Content
GROCRM
Team Gro is founded by a dedicated team of Apple developers, ex-Apple employees, designers, IT system and security architects and CRM experts. We’re passionate about business on the mac.
We see things a bit differently. We believe a business app should be sexy; not dull and boring. We believe a business app should be simple yet, powerful. We believe a business app should be feature rich all the way down to the smallest device. We believe Apple users deserve a first-class CRM app built just for them.
Our mission is to disrupt the status quo, to challenge what the world once thought a CRM should be. Industry leaders beware: Team Gro is here changing the way a business app should be and we are only just getting started…
VIPORBIT
Vipor CRM. Vipor CRM is the contact manager app for mobile business professionals to manage their contacts, calendar and customer interactions.
VIPORBIT
AZORSOFTWARE
Azor is built on the rock solid fundament of FileMaker database software, trusted daily by millions of professionals.
Customer Database Software For Mac
Sales & CRM
Free Crm Software Reviews
Fully coordinated to your branch
All your client and contact information easy to understand. Azor supports you in assessing leads & prospects per branch, sector or sales channel. In combination with the to-do module you can schedule and check-off all sales processes.
• You can generate reports for your specific needs.
• Summary of your contact information.
• Send invoices, quotations, costs incurred.
• Generate clear sales forecasts directly.
• Make advanced selections for Direct Marketing campaigns.
• Easily send out paper or digital mails.
DAYLITEMAC
Daylite For Mac Daylite Consulting & Support CRM For Mac, iPhone & iPad. Daylite for Mac offers certified Daylite and Apple support for your business. We offer Daylite sales, installation, setup and support, both onsite and remote.
Free Desktop Crm Software
DAYLITEMAC
NTRACTIVE
Elements CRM the #1 Mac CRM for Apple Business. Grow your Mac business on Mac, iPad, and iPhone. Mac CRM Solution To Grow Your Business.
IXACTCONTACT
Real Estate CRM and Marketing Solution IXACT Contact. IXACT Contact offers real estate CRM and marketing all in one integrated solution. Explore our program for REALTORS® and sign up for a free 5-week trial.
IXACTCONTACT
NCHSOFTWARE
NCH Software – download free, software Programs Online. Download one of NCH Software’s many free software programs in the audio, video, business, graphics, computer utility and dictation space for Windows or Mac.
Free Crm Software App
SPINOFFICE-CRM
CRM software – Customer Relationship Management – SpinOffice CRM. Organize your business with SpinOffice CRM. The only CRM application that will save you time managing your relationships. Mobile, cloud based & encrypted.
SPINOFFICE-CRM
Updated: Top Mac CRM Software:
REALTYJUGGLER.COM – While the selection of Mac Real Estate Software products is limited, the quality of the options available is excellent. The leading Mac CRM Software product is called RealtyJuggler Real Estate Software and is published by RealOrganized, Inc. RealtyJuggler has a loyal customer base and the developer has been around since 2004. The product is upgraded regularly and the technical support is excellent.
INSIGHTLY.COM – #1 Free CRM for Small Business: Online Customer Relationship Software. Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide.
DOLIBARR.ORG – Open Source ERP CRM software – web business suite Dolibarr. Web based ERP and CRM Open Source software package to manage a professional or foundation activity (sme, freelancers, large companies): quotation or commercial proposals, invoices, products, contacts, agenda, orders, purchases, stocks, emailings,… Dolibarr suite works by modules addition like do SugarCRM, Odoo or OpenBravo but was designed to be more simple to use.
Average rating 5 / 5. Vote count: 1
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Download Free Crm For Mac Windows 10
Personal contact info – [email protected]
Permanent Address :- Montville, NJ
Free Crm For Mac
CEO and co-founder at Cloudsmallbusinessservice.com
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 CRM software 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
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
Daylite
Benefits:
Daylite is a CRM designed specifically for Mac, iPhone and iPad users. It’s a pretty good platform for startups and small businesses of up to 100 people looking to expand their client list and projects so they can scale.
The Daylite set of tools are divided into CRM features and project management tools. The idea here was to break down the old division between customer-facing tasks and internal ones. It isn’t just for sales and marketing. All departments can use it to stay informed of what’s going on with a project for a client.
Other great assets are the Daylite Mail Assistant, which integrates directly with Apple Mail (something very few platforms do). Daylite offers loads of customization options. These include a variety of ways to categorize and tag contacts, tasks, projects, deals, etc. It allows you to create custom and flexible reports, as well as administrative team and user permissions. Finally, as a Mac tool, it works with other Apple apps like Calendar, Contacts and even Siri.
Drawbacks:
Daylite only has one plan. This means there’s less flexibility in pricing and packages. Another limitation here is that it’s only meant to be a CRM and Project Management app for Apple users.
Pricing:
Daylite is $24 per user per month, billed annually. Visit the vendor’s site for the most current prices or specials.
Daylite offers a 30-day free trial. It also includes a complimentary 30-minute onboarding call to help new users get started.
Website:marketcircle.com
Best Free Crm Software For Mac Software
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
Best Crm For Mac
Benefits:
Best Free Crm Software For Mac
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
Best Free Crm Software For Mac 2019
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.
Best Free Crm Software For Macbook Pro
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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