Capsule (Best CRM For Small Business UK) Really Simple Systems CRM (Best CRM For Accounting) Less Annoying CRM (Best CRM For Small Business) Improves how team collaborate. Advantages of Using A CRM On MacThe biggest advantage of any CRM is that it centralizes information and automates tasks and analyzes data to make your business more efficient.Some of the most significant advantages of using a CRM system are: Rather surprisingly, Apple don’t make CRM tools for either macOS or iOS.Nowadays, most Customer Relationship Management software are SaaS (Software as a Service) cloud based systems that run in any web browser on a Mac or PC.However, there are some Apple only CRMs such as Daylite which is designed specifically for macOS and Apple devices.There are also some CRMs that integrate better with macOS tools like Apple Mail and Contacts than others.So in these reviews, we’ve looked at a combination of the best Mac compatible CRM apps and cloud based solutions.Contact and sales pipeline management integrationDepending on whether your business is active on social media, you may also want to consider whether the CRM can monitor your social media channels.Some CRM tools like Zoho CRM allows you to monitor customer reaction to products or services on social media such as Twitter, Facebook and LinkedIn. Reports allow you to take stock of how your business is doing periodically so that you can strategize and identify where improvements can be made.The most important thing we looked for in these CRM solutions were integration with Apple’s built-in productivity tools in macOS such as Contacts and Mail.Naturally, we also gave preference to CRMs with Mac desktop apps which as we found, are few and far between nowadays.The fact is that the majority of CRM tools on the market now are SaaS Cloud based solutions.However, some such as Daylite are designed specifically for Mac, iPad and iPhone so that you can sync them between iOS and macOS.The main downside of using a Mac only CRM desktop app though is that you may have problems when new versions of macOS are released like Catalina, Big Sur and Monterey.If the developer isn’t quick to update the app for new releases of macOS, then you may find yourself unable to use your CRM which isn’t a problem with cloud based solutions.Other things we evaluated these CRM tools on were: Tools like the excellent Keap CRM software that can automate your customer management tasks such as follow up emails, SMS messages and contact reminders. You’ll also have a much better history of customer interactions to use when dealing with long term clients. A CRM solution makes it much easier to handle customer enquiries, follow-up leads and manage social media interactions across multiple channels. Manage clients more efficiently.
![]() ![]() ![]() Customer Software Free To JudgeCustomization of Keap takes some learningPipedrive is a well established CRM tool with over 90,000 users and a mission to make salespeople “unstoppable”.If you’re looking for something that’s like Salesforce but far easier to get up and running with, Pipedrive may be your answer.It’s extremely effective at keeping customer sales on track, targeted, ambitious but realistic.As the name suggests, Pipedrive is all about giving high visibility to your sales pipeline so you can keep on top of the sales process.All your emails and communications with customers are handled within Pipedrive and you can configure alerts for activity reminder emails, mobile notifications and alerts.Pipedrive is particularly good at automating follow-ups to leads to keep you on top of potential sales with minimal effort.Unlike tools like Daylite and OnePage CRM, Pipeline also includes tools for sales reporting and sales forecasting plus web forms for lead generation.Pricing for Pipedrive starts at $15 per user per month.You can get started with Pipedrive for free to judge for yourself. Setting up campaigns can be time consuming Keap is focused around a well designed activity stream where all communications are updated and everything is stored in one place.Keap keeps track of Sales and Marketing automation, CRM, Sales pipeline, payments, reporting and analytics, appointments and email marketing.Keap is popular with service based industries in-home or professional and personal services that are acquiring new leads, tracking or managing leads and invoicing clients.Keap starts at $56 per month for one user and up to 500 contacts.You can also try Keap for free to judge it for yourself first. No Mac desktop client but works in any browserKeap CRM (formerly known as Infusionsoft) is an incredibly popular CRM which focuses on providing a highly personalized service to clients and free your time from repetitive tasks.Keap is excellent at automating highly personalized follow-ups plus email or text reminders. Allows you to do everything in one convenient CRM Integrated with lots of third party apps Is there anything like excel for macExcellent financial planning and forecasting toolsDaylite is an amazing, easy on the eye customer and project CRM software designed specifically for Mac and iOS devices.If you’re tired of using spreadsheets and different apps from managing your customer pipelines then Daylite offers a far more organized way of managing you clients and sales pipeline.Because it’s designed for macOS, it’s one of the few CRMs that integrates with Apple Mail, Contacts, Siri and Calendars.And because it works on your desktop, it’s one of the only CRM software that can be used offline which is impossible with cloud based solutions.Daylite does sync your data with Daylite Cloud however so that you can use it seamlessly in teams and switch between iOS and macOS at any time but there’s no web browser access like with most SaaS CRMs.Daylite can be scaled up for medium to large businesses or enterprises but is also an excellent starting point for small businesses too.Daylite is not only a superb CRM but also an excellent project management tool and provides an amazingly in-depth and easy way of keeping tabs on multiple projects at once.We found that although Daylite provides Quotes and Estimates for work, it does however lack sales and financial planning features.However, the developer Marketcircle offers it’s own excellent invoicing app Billings Pro and there’s also a plugin for MoneyWorks which is one of the best accounting tools for Mac.Daylite requires a monthly subscription starting at around $20 or £18 per user/month which includes syncing via Daylite Cloud and is very competitive compared to some of the leading CRMs on the market.There’s also a very limited free plan but there is a strict limit on the amount of items you can create in Daylite.
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