Easy to use crm for mac

You can log into your CRM using your Safari browser or put the icon of the web app right on your homescreen. The mobile interface of CentralStationCRM is adjusted to the small screen if you use the iPhone or the iPad mini, on the 10 inch iPad you will want to use the regular interface. The mobile interface is not just smaller, it is also optimized for mobile use in areas with bad net coverage.

That makes sure you have always access to all your contact details in your CRM, no matter when or where you are. Offers are aimed at commercial customers. Find out more or check plans and pricing. Simple and lean as you know it from your Mac CentralStationCRM is not just a simple data storage or digital address book, it goes much further. It closely monitors your sales pipeline, sales rep activities, goals and quotas to make sure your team is productive and succeeding.

Batchbook Software Batchbook is a comprehensive CRM for small businesses and freelancers, offering social monitoring of your contacts and goal tracking in addition to contact information management. The service also allows for certain levels of customization. BlueFolder Software BlueFolder's CRM software focuses on making it easy to communicate with customers by keeping their information just a few clicks away at all times.

Other features included a detailed and user-friendly customer portal. BoomTown Software Do you own a real estate business? BoomTown's predictive CRM software is designed specifically for agents, teams, brokerage firms and other real estate professionals.

The criteria of our top CRMs for Mac users

Services include lead generation, a website builder, success management and the ability to manage multiple offices. It starts by giving you all the information you need about customers before you even contact them, so you're always prepared for a sales call or meeting. Buddy CRM also gives you at-a-glance looks at the status of your business throughout the sales cycle, so you can pinpoint hot leads, identify where and why sales are lost, monitor KPIs and track team activities from a single screen. It also comes with a free mobile app, so you can take Buddy CRM with you wherever you go.

Bullhorn CRM is specifically built to help service providers strengthen relationships with customers while improving sales productivity and driving growth. There are also dedicated CRM software offerings for niche businesses, such as staffing and recruitment firms and PR agencies. It offers numerous features to improve your sales, including marketing, social media, process management, collaboration, analytics and cross-selling tools.

With better conversations come better customer leads and relationships, which can lead to more sales. One is for businesses that deal with shorter, simpler sales processes, and the other combines CRM with sales-process management to help companies with longer, more complex sales processes. The latter option offers more advanced functionalities, such as reporting, customization, a sales process API and more.

Capsule Software Capsule aims to make CRM as simple as possible by offering six core capabilities to help you run your business: managing relationships, managing the sales pipeline, organizing emails, saving contact histories, performing task management and completing customization. LeadMaster If you're looking for a simple way to gather, manage and convert leads, LeadMaster can help. First, the software aims to save you hours spent looking for high-quality leads by automating your marketing system.

Next, its sales lead-management tools helps you turn those leads into sales by making it easy to track, analyze and communicate with those prospects. Maximizer is an all-in-one CRM solution that is completely customizable to cater to your business's unique needs. In addition to offering three robust CRM tools — sales management, marketing automation and customer service — the software also gives you a choice of using the cloud-based version of the software or an on-premise version hosted on your own servers.

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Intuit-approved Method works with QuickBooks to integrate your customer data with your financial data. This software links and syncs everything from contact information to invoices, purchase histories and much more to give you a complete view of customers in one, easily accessible place.

The software uses social insights, business intelligence and campaign management to help your business strengthen relationships with customers, improve marketing campaigns and, ultimately, boost sales. It is available in the cloud, on premise or a combination of both, and you can integrate the software with Office for even more productivity.

This tool integrates with Outlook and all other related Microsoft products, and allows businesses to manage, track and grow customer relationships through the familiar Outlook interface, with very little implementation time or technical oversight required. NetSuite NetSuite CRM lets you track leads through each step of the customer lifecycle, from lead generation to prospect nurturing, sales ordering, fulfilment and support. It also shows you opportunities for up- and cross-selling, as well as renewals to boost sales and maintain customer loyalty.

Other features include order management, commission management, sales forecasting and e-commerce. Nutshell Specially built for small businesses, Nutshell helps you close sales fast. In addition to standard CRM features like contact and lead management, Nutshell also offers collaboration tools, custom reporting and third-party integrations. You're also in luck if you use Google Apps; the software automatically imports Gmail messages and events and meetings into Google Calendar.

It promises fast deployment, too, so you can get started in no time. Odoo CRM Odoo is an open-source software that focuses on tracking leads, closing opportunities and generating accurate forecasts. And because it's open source, it lets you customize the software to your exact needs and add on a wide range of apps.

Supported apps include marketing, project management, e-commerce, website building, billing, accounting and even human resources. Odoo is a little on the pricier side, however. It requires a monthly per-user fee in addition to a monthly per-app fee, though you get two free users to start. You can also use the software on multiple companies for an additional fee.

Contact management and CRM for Mac and Apple Devices

OnContact OnContact combines CRM with marketing automation, giving you a complete sales and marketing solution in one. Unlike many CRM solutions, however, OnContact comes with powerful customer-service features, such as contact center capabilities and incident tracking, so you can be there for your customers whenever they need you. OnContact is available as a cloud-based or on-premise software. PipeDrive Small business owners like Pipedrive because it is simple and easy to use. It's also a highly visual platform, making it easy to quickly navigate the dashboard and get the data you need at a glance.


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There is also no training required, and setup takes less than two minutes, so you and your team can get started right away. Pipeline Deals PipelineDeals doesn't just help you boost sales; it also helps you and your staff be more productive. What makes it stand out from other CRM software is that it goes the extra mile. For instance, it can send snapshots of your pipeline to your inbox every morning so you know exactly how your business is doing before you even open the software. Plans also come with premium support, so you can reach a real, live PipelineDeals representative any time to help resolve any issues.

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It is a very lightweight software that lets you customize features, so you get all the capabilities you need without all the fuss. With this product's simple interface, you can easily get where you need to go without getting lost in extra steps navigating the software. Features include lead, contact and opportunity management, as well as robust collaboration capabilities to help you and your team engage more effectively with customers.

It's also easy to get started — just follow the step-by-step wizard and you're good to go — and you can manage the software yourself for instance, you don't have to wait on SAP to make user changes to your account. And because the software is built for small businesses, there are no minimum user requirements and it is scalable to your needs as your business grows. It also comes with a built-in customer-service portal to help you deliver excellent customer support. Besides Salesnet's native CRM features, the software integrates with Outlook to automatically sync contacts, meetings and tasks; Excel to view and edit reports; and Word to merge data and attach files to the software.

This CRM software eliminates the need to use multiple tools to manage your business. In addition to core CRM features, Snapforce offers cloud-based file storage, calendars and event management, email syncing with your email client, and case management via a ticket system. Companies, including Sugar CRM and Zoho, cater to the mobile workforce, with full-featured, responsive apps, and mobile layouts.

Best Mac CRM Software For Small Businesses 12222

If you have a field sales team that leaves their laptops behind and instead works on their tablets and smartphones, then you need to give them the tools they need. The ability to act as a lynchpin for a well-planned marketing automation strategy is one of the most valuable aspect of CRM software, and it's a shame that not all software packages offer it—though most are beginning to get there. Marketing automation is a popular term these days and it refers to the software's ability to remind sales and marketing representatives to follow up with customers at the right time.

Automation reminds you—or, in some cases, actually handles the task for you—of needed activities such as following up 30 days after a sales purchase with a coupon or calling the sales prospect 14 days after the individual signed up for a trial of the software. It can also extend to other software, such as kicking off an email marketing promotion based on criteria that are reached during a phone call with the customer, even if that call was initiated with the CRM system.

This also extends to lead management, which is a core capability of all CRM platforms. Lead management tracks and manages prospective customers often called leads or "opportunities" across lead generation and acquisition and throughout the sales pipeline.

Lead management can be executed in more of a hands-on manner through tracking progression in a sales pipeline dashboard or reports. Some CRM software providers use a greater degree of marketing automation to trigger actions and sales stages based on lead progression. Lead management is a part of all CRM platforms but how the provider handles it can make a big difference.

Some CRM platforms have email marketing built in while others can connect with a third-party service, such as Campaigner or MailChimp. Automation can also play a part in email marketing, where an action by a prospect, lead, or customer, triggers an email or email campaign. For example, if a user signs up for a webinar on your website, then that can trigger a series of emails about what to do next.

Likewise, if a user cancels their account, then that action can trigger an off-boarding campaign that prompts them to save their data or it can trigger an incentive campaign offering discounts or other perks if they decide not to cancel after all.


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