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CRMs are the most recent tools that have made it easy for small businesses to manage their finances, connect with customers and make money. Here is a list of 6 CRM’s you should be using in 2022 if you want your business to thrive.
The “apple crm” is a CRM that allows users to manage their business. This software is designed for Mac users, and it’s one of the best CRMs in 2022.
For sales teams that use Apple devices, customer relationship management (CRM) software for macOS and iOS is a requirement. The top CRMs for Mac automate sales and project management, integrate with programs like Safari, Apple Mail, Contacts, and Calendar, and provide capabilities for managing leads and nurturing customer relationships across various Apple devices. Based on features, affordability, strengths, and convenience of use, we identified the six best Apple CRMs.
- Zoho CRM: For an all-in-one solution to manage and expand client connections, Zoho CRM is the best overall CRM for Mac.
- Pipedrive: A great Apple CRM for those that wish to see sales transactions in the pipeline quickly.
- Gro CRM is a good choice for small firms who need to access CRM data from various Apple devices.
- HubSpot CRM (Customer Relationship Management) is a great option for companies looking for a free CRM for Mac that is compatible with both MacOS and iOS.
- Insightly is a great CRM for Mac users that need a lot of project management tools.
- Daylite is the best CRM for integrating with Apple’s ecosystem of applications.
Comparison of the Best Mac CRMs
Check out our guide to the six best CRMs for small companies if this list of Apple-friendly CRMs doesn’t exactly fit your requirements.
Zoho CRM: Best Overall & Best All-in-One CRM for Mac Users
Zoho CRM
4.93 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- Email, phone, and live chat are all options for communicating with customers.
- Predictive analytics and advanced analytics
- Mobile app with plenty of features
What Isn’t There
- Three users are allowed on the free plan.
- Only during business hours is customer service accessible.
Summary of Costs*
- Up to three users are allowed on the free plan.
- Standard: $14 per month per user
- Professional: $23 per month for each user
- Enterprise: $40 per month for each user
- Ultimate: $52 per month per user
- 15-day free trial
*Based on a yearly billing cycle. At a premium price, monthly memberships are also available.
Zoho CRM is a great CRM for Mac users since it is a cost-effective, all-in-one solution that includes all of the important features for lead, deal, and task management. These include email and phone omnichannel messaging, sales pipeline tracking, and lead scoring.
There are also additional tools that can be downloaded straight from the Apple App store, like the Mobile app with plenty of features that allows trigger actions with Siri shortcuts. It also has a feature called Mac Remote Desktop that allows users to connect to other Mac devices remotely through Zoho Assist.
The free Zoho CRM package, on the other hand, is restricted to just three users. Its customer service department is similarly only open during business hours. Those looking for a free Apple CRM with unlimited users can look at HubSpot CRM (Customer Relationship Management), while those looking for 24/7 assistance should go into Pipedrive.
Features of Zoho CRM
Zoho CRM is an excellent all-in-one CRM solution for Apple users, offering a strong feature set to aid with anything from lead generation to optimizing processes and completing transactions. The following are the features that we believe are most useful for Mac users:
- Integrate Zoho CRM with Zoho Mail to add and update email contacts in the CRM with ease.
- Notes: For sales records and activities, record text or voice notes and submit attachments.
- Real-time reports provide information on a range of variables, including sales trends, marketing initiatives, and activity statistics.
- Data importation: Users may quickly move data from external spreadsheets and upload it to Zoho CRM using data importing tools.
- With Zoho CRM’s mobile Apple app, you can easily add prospect record notes, engage with leads, and keep track of key performance indicators (KPIs) whether you’re in or out of the office.
The lead page in Zoho CRM, which can be viewed from any Apple device, displays all relevant lead information, such as top lead owners and sources. (Image courtesy of Zoho CRM)
Learn why Zoho CRM is an excellent choice for organizations looking for an all-in-one Apple CRM. To learn more about these and other features offered by Zoho CRM, read our in-depth review.
Go to the Zoho CRM website.
The Best Apple CRM for Visualizing Sales Deals is Pipedrive.
Pipedrive
4.11 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- Sales pipelines are shown graphically in a simple way.
- Revenue prediction reports are available.
- Customer service is available 24 hours a day, 7 days a week by live chat and email.
What Isn’t There
- There is There is no free plan available. available.
- The phone function in the app is only available on the two most costly subscriptions.
Summary of Costs*
- $12.50 per month per user is required.
- Advanced: $24.90 per month for each user
- Professional: $49.90 per month for each user
- Enterprise: $99 per month for each user
- 14-day free trial
*Based on a yearly billing cycle. Except for the Enterprise package, monthly subscriptions are also available.
Pipedrive is one of the top CRMs for Mac users, and its configurable, visual sales pipelines are particularly popular. This capability is not just available on Mac computers, but it can also be utilized on iPads and iPhones. Users can easily identify where transactions or leads are in the pipeline, and drag-and-drop capabilities makes moving them to the next level simple.
Changing the stage of a contract in the sales funnel. (Image courtesy of Pipedrive)
Pipedrive’s mobile Apple app provides customers with a comprehensive picture of each lead, sale, and opportunity, allowing them to instantly update these data from anywhere at any time. It also allows users to see their daily agenda and get reminders, making it an excellent choice for scattered teams and outside sales representatives.
Pipedrive, on the other hand, does not provide a free plan, and its in-app phone is only available on the two most costly options. HubSpot CRM (Customer Relationship Management) is a good option for those that want access to both services.
Features of Pipedrive
Pipedrive is a robust Apple CRM option. It allows users to create highly visual sales pipelines and provides tools to manage leads, such as a meeting scheduler, customizable email templates, and tracking for email and sales documents. Below are the Features of Pipedrive we find most beneficial for users:
- Visual pipeline with limitless stages, team members, and activity kinds: Customize the visual pipeline to meet your sales process with unlimited stages, team members, and activity types.
- Real-time data and action synchronization: Real-time data and action synchronization across online and mobile applications.
- Smart Agenda view: Users can better manage their calendars and arrange activities using the Smart Agenda view.
- Easy data access: Users may use their iPhone or iPad to view files linked to all of their contacts and deals.
- Customer service is available around the clock: Live chat and email assistance are available 24 hours a day, 7 days a week.
- Pipedrive’s iOS Apple app allows agents and salespeople to easily access all of their CRM data, see what tasks need to be completed for the day, quickly add notes and prepare for client meetings, and create and amend activities with a single touch.
The Pipedrive mobile app lets customers to view all of their CRM data, including sales, calendars, and activities, from their iPhone. (Image courtesy of Pipedrive)
Read our Pipedrive review to learn more. It goes through the platform’s other capabilities, such as tools for streamlining procedures, moving leads through the sales funnel, and supporting a mobile workforce.
Go to Pipedrive.com.
Gro CRM: The Best CRM for Supporting Multiple Apple Devices
Gro CRM
4.01 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- All Apple products, including the Apple Watch and Apple TV, may access it.
- Lead and deal management are basic CRM functionalities.
- Among the most cost-effective choices
What Isn’t There
- There is There is no free plan available. available.
- There may be a learning curve for new users.
Summary of Costs*
- Lite: $14.99 per month per user
- Basic: $19.99 per month per user
- Pro: $39.99 a month, per user
- 14-day free trial
*Based on a yearly billing cycle. Monthly rates are available for the Basic and Pro plans at a little greater cost.
Gro CRM was built from the ground up to function on Apple devices including the Mac, iPhone, iPad, Apple TV, and Apple Watch. This allows Apple customers to easily combine their other apps, such as iCloud, Contacts, Maps, Mail, and Calendar. It includes basic CRM functions like lead and deal management, contact management, email integration and tracking, and invoicing, among others.
Gro CRM does not have a free subscription, despite being one of the most economical Apple-friendly CRMs. When utilizing it for the first time, new users may face a modest learning curve. Apple users looking for a free CRM system could look at HubSpot CRM (Customer Relationship Management), while those looking for simple software should look into Zoho CRM.
Features of Gro CRM
Gro CRM’s dashboard with real-time updates and customer data enables Apple users to simply manage their client interactions. Other aspects that we think are particularly useful for users are listed below:
- Access across all Apple devices: iPhone, iPad, Mac desktop, Apple TV, and Apple Watch are all supported.
- Get a full picture of a lead’s state and actions, including deal stage, potential income, and communication records.
- Invoicing and payment processing: Use the platform to create and send invoices, or use Stripe to handle payment processing.
- Using the contact queue system, streamline lead follow-ups in the call center.
- Gro CRM mobile app for iOS offers a simple UI but a lot of capabilities, allowing you to manage your customer interactions from anywhere.
To keep everyone in the sales team up to date, Gro CRM’s lead page provides all of the facts and changes linked to a contact or lead. (Image courtesy of Gro CRM)
Gro CRM may be found on the internet.
HubSpot CRM (Customer Relationship Management) is the best free CRM available for Mac users.
HubSpot CRM (Customer Relationship Management)
4.00 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- Interface that is intuitive and simple to utilize
- Unlimited users and 1 million contacts and corporations are included in the free plan.
- Email marketing solutions that are robust
What Isn’t There
- The free subscription does not include customer service and is restricted to forums.
- The free plan does not feature workflow automation tools.
Summary of Costs*
- Free: For an infinite number of users, it will always be free.
- $45 a month for two paid customers on the Starter Sales Plan
- $450 per month for 5 paying customers on the Professional Sales Plan
- $1,200 a month for ten paid customers on the Enterprise Sales Plan
- 14-day free trial
*Based on a yearly billing cycle. At a premium price, monthly memberships are also available.
HubSpot CRM (Customer Relationship Management)‘s mobile app can be accessed by Apple users through iPhone or iPad, and its web-based app using their Mac laptop. HubSpot CRM (Customer Relationship Management) has a free plan for an unlimited number of users that includes features such as lead and deal management, an in-app phone, and sales reporting.
Another great HubSpot feature is its email automation tool that lets users deploy professional-looking email marketing campaigns. However, HubSpot CRM (Customer Relationship Management)’s free plan lacks customer support and doesn’t include automation tools, such as workflow and task automation. Zoho CRM is the best alternative for users who want access to both of these features.
HubSpot CRM (Customer Relationship Management) Features
HubSpot is a free CRM that allows agents to manage lead development and sales effectiveness, and it can expand with strong tools and features as your company develops. Here are some of the things we think HubSpot customers will like the most:
- View impending tasks, to-dos, meetings, and reminders linked with your sales transactions from anywhere.
- Calendar synchronization and scheduling: Powerful scheduling capabilities that work seamlessly with Apple Calendar.
- Email marketing: Templates for email marketing campaigns that are ready-made and professional-looking.
- Set up a series of follow-up activities to keep track of different customers and projects.
- Billing & invoicing: Use the system to generate quotations and invoices.
- Create projects, reminders, and offers on the go, locate the hottest leads with the thorough activity feed, and live chat from anywhere with the mobile app.
HubSpot CRM (Customer Relationship Management)’s dashboard lets Mac users see a general overview of all their ongoing sales activities. (Source: HubSpot CRM (Customer Relationship Management))
HubSpot CRM (Customer Relationship Management) is one of the most popular sales management solutions, and is well-known for its robust lead generation and nurturing tools, ease of use, and extensive integration capabilities. Check out our HubSpot CRM (Customer Relationship Management) review to explore more features and find out if it’s a good option for your business.
Go to HubSpot CRM’s website. (Customer Relationship Management)
Features of Insightly: Best Mac CRM for Project Management
Insightly
3.59 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- From project conception to completion, powerful project management solutions are available.
- Manual and repetitive sales duties are reduced with the use of automation systems.
What Isn’t There
- There is There is no free plan available. available. or free trial
- There are no monthly plans available.
Summary of Costs*
- Up to two users are free.
- Plus, each user pays $29 each month.
- Professional: $49 per month for each user
- Enterprise: $99 per month for each user
*Based on a yearly billing cycle.
Mac, iPhone, and iPad users can use Insightly. Its powerful project management capabilities allow customers to build projects from won transactions, assign tasks, and follow the progress of many projects all from their Apple devices. Users may scan business cards with the Insightly mobile app for iOS phones and tablets to instantly add contacts, new leads, view conversation history, and take voice notes.
Insightly offers a free plan with basic features for up to two users. However, they do not offer monthly plans and must be purchased through an annual contract. Users who want access to a free plan with unlimited users can consider HubSpot CRM (Customer Relationship Management), while those who want to pay on a monthly basis can consider Pipedrive.
Observable Characteristics
Insightly provides lead routing technologies based on prospect actions to help users sell more quickly. The following are the characteristics that we believe are most valuable to users:
- Users are notified when a lead is appointed or a project’s status is changed through push notifications.
- Project management include keeping track of projects, milestones, and related communications, as well as scheduling and assigning work to projects.
- To decrease manual and repetitive labor, create automated processes, tasks, emails, and CRM reports.
- Record voice notes on new or current leads and prospects and preserve them in the system as voice memos.
- Users will like being able to scan business cards and add contacts straight to the CRM using Insightly’s mobile app, which contains all of the software’s features.
On the Mac, iPhone, and iPad, Insightly enables users to simply monitor and follow the development of all their projects. (Image courtesy of Insightly)
Due to its task automation and project tracking capabilities, Insightly is a fantastic CRM alternative for those that want strong task and project management tools. Check out our Insightly review to learn more about the platform’s other features.
Take a look at Insightly.
Daylite: The Best Mac CRM With a Wide Range of Apple App Integrations
Daylite
3.15 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- Apple’s ecosystem of applications, including Mail and Calendar, are seamlessly integrated.
- Apple-like minimalism and sophistication in the user interface.
What Isn’t There
- The free plan is only good for one person.
- There is no way to scale up since there is just one price plan.
Summary of Costs
- Monthly cost for Daylite is $39.99 per user, each month.
- Annual cost for Daylite is $399 per user, per year.
- 14-day free trial
Daylite integrates well with Apple’s whole ecosystem of applications, including Mail, Calendar, Contacts, Notification Center, Siri, Caller ID, and Multitasking. Essential CRM capabilities such as lead and contact management, sales pipeline monitoring, email marketing, and reporting and analytics are also available to users.
However, Daylite’s The free plan is only good for one person. and it doesn’t have a range of pricing tiers that enables users to scale the CRM’s features as their businesses grow. HubSpot CRM (Customer Relationship Management) is the best option for those who want a free plan for unlimited users, while those who want scalable, tiered pricing plans will want to try Gro CRM, Insightly, or Pipedrive.
Features of Daylite
Daylite is a fantastic Mac CRM that works with a broad variety of Apple programs. The following are the characteristics that we believe are most valuable to users:
- Siri integration: Use Siri voice commands to do tasks and get information quickly.
- Sync schedules and appointments between Daylite and Apple’s Calendar app in both directions.
- Contact management: Syncing contacts between Apple Contacts and Daylite in both directions.
- Roles and access permissions: Set permissions for users and roles to improve data security.
- Everyone on your team can keep track of customer interactions and follow-ups, and see what has to be done next to complete more business, thanks to a mobile app.
Both the CRM system and the Apple Calendar app allow Daylite users to see their schedules and appointments. (Photo courtesy of Daylite)
Daylite is a basic CRM with an interface similar to that of most Apple apps, making it simple to use for Apple users. Check out our Daylite review to learn more about the platform’s other features.
Visit the Daylite CRM website.
How We Decided Which CRMs Are Best for Mac Users
Small companies should be able to purchase the top CRMs for Mac and Apple devices at a reasonable price. It should support sales operations with strong lead generating and nurturing capabilities, reporting and analytics, ease of setup and administration, and a variety of customer support alternatives. It should also work with Apple’s productivity apps like Calendar, Mail, and Contacts without a hitch.
Based on cost, functionality, and ease of setup, we determined Zoho CRM to be the best overall option for a CRM for Mac users. It improves productivity and cooperation by providing seamless interfaces with Apple devices and a well-designed mobile iOS app. It also includes crucial CRM capabilities like lead and deal management, opportunity monitoring, omnichannel communication tools, and CRM analytics.
Go to the Zoho CRM website.
To understand more about our review standards, click on the tabs below:
40% of the overall score
CRM price was the most strongly weighted while analyzing our top selections since cost is usually a significant issue. We also looked at whether or not there was a free plan, entry-level pricing, yearly prepayment discounts, and whether or not monthly paying choices were available.
20% of the overall score
We looked into features like reporting and analytics, configurable pipelines, connectors, and mobile applications that we believe essential in Apple CRM software that runs on macOS and iOS.
15% of the overall score
When evaluating a software’s ease of use, we looked for two things: user-friendliness and intuitiveness. The experience necessary to combine it with other macOS products, the competence required to manage the system, and the general usability were all considered.
15% of the overall score
Assistance is an essential component of any CRM system, particularly for small organizations without in-house technical support. We looked at the many methods of help available from these companies through live chat, email, and phone.
10% of the overall score
We looked at existing customer evaluations on reputable websites to see how satisfied current customers are and what difficulties they often face. Our ideas and expert opinions on essential features, value for money, and popularity were also included.
*Percentages based on total score
The “real estate crm for mac” is the best CRM for Mac users in 2022. The article will outline the 6 best CRMs for Mac users that are currently available.
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