CRM for Mac: 5 Best Apple CRM Systems
This article is part of a larger series on CRM.
Customer relationship management (CRM) software for Mac users allows teams to handle sales tasks, track leads, and organize contact data on their macOS and iOS operating systems. Additionally, Apple CRMs let users access their CRM system through the Safari search browser and iPhone device, plus integrate with Apple software tools like Apple Mail, Contacts, and Calendar. We evaluated dozens of products to identify the best Mac CRM platforms.
- HubSpot CRM: Best CRM for Mac; ideal for teams seeking the best free Apple CRM
- Pipedrive: Solid Mac CRM software for mobile lead and deal tracking on iOS devices
- Zoho CRM: Excellent CRM for teams that use Apple Mail as an email provider
- Insightly: Great CRM with project management features for Mac, iPhone, and iPad users
- Daylite: Top Apple CRM system for those wanting mobile features on iOS devices
Best Apple CRMs Compared
Provider | Free Plan | Starting Price for Paid Plans* | Free Trial for Paid Plans | Key Features | Customer Support |
---|---|---|---|---|---|
Yes, unlimited users | $45 per month for up to 2 users | 14 days | Free iCloud data sync for unlimited users | Email, chat, and phone support (7 a.m. - 8 p.m. Eastern Time) | |
No free plan | $14.90 | 14 days | Mobile lead and deal tracking on iOS devices | 24/7 chat and phone support for Enterprise users | |
Yes, up to 3 users | $14 | 15 days | Apple calendar, mail, and contact sync | Tier-based chat, email, and phone support | |
Up to two users | $29 | 14 days | Project management features available on macOS or iOS devices | Tier-based support via phone and email | |
No free plan | $39.99 | 14 days | Advanced mobile capabilities on iOS devices | Phone and email support 9 a.m. - 5 p.m. Eastern Time plus paid onboarding services | |
*Based on annual billing (per user, per month, except for HubSpot CRM). Monthly billing is also available at slightly higher rates.
HubSpot CRM: Best for Free Email Campaign Features
What We Like
- Free plan for unlimited users
- Direct data sync with iCloud contacts
- Intuitive, easy-to-use interface
What's Missing
- Paid plans get expensive
- Payment processing features not available on Free plan
- Expensive automation features such as lead rotation, email sequences, and contact scoring
HubSpot CRM Pricing at a Glance*
- Free: Unlimited users
- Starter CRM Suite**: $45 per month for two users
- Professional CRM Suite: $1,600 per month (up to five users)
- Enterprise CRM Suite: $5,000 per month (up to ten users)
- Free trial: 14 days
*Pricing is based on annual billing. Monthly billing is also available at a higher cost.
**CRM Suite includes sales, marketing, customer service, content management system (CMS), and operations software. Individual modules can be purchased at lower monthly costs.
HubSpot CRM is a popular, easy-to-use CRM system positively acclaimed for its marketing capabilities. It lets teams design, deploy, and automate email campaigns, manage content, and create website landing pages. Module options can be free, payable individually, or bundled for businesses to subscribe to. These include products for sales, marketing, customer service, operations, and a content management system (CMS).
Mac users love that HubSpot has free plans available for unlimited users—giving them basic email tools, lead and deal management, and document storage. There’s also a mobile application on iOS devices and integrations with iCloud account data. Through the integrations, users can synchronize Apple contact data in both systems and use Apple Calendar events to block out time slots for the meeting scheduling tools.
One issue with HubSpot is how expensive the paid plans get, regardless of whether you bundle or subscribe to individual modules. For example, contact scoring and lead rotation start on the Professional plan for $450 per month on the Sales product. Then, the cost becomes $1,600 per month when bundled with marketing, operations, CMS, and customer service modules—not ideal for small businesses on a tight budget. Zoho CRM is the best alternative with cost-friendly, scalable paid options.
HubSpot CRM Plan Summary
Free | Starter | Professional | Enterprise | |
---|---|---|---|---|
Lead, Contact, Deal & Pipeline Management | ✓ | ✓ | ✓ | ✓ |
Integration With iCloud | ✓ | ✓ | ✓ | ✓ |
List Segmentation | Up to five active lists | Up to 25 active lists | Up to 1,000 active lists | Up to 1,500 active lists |
Email Templates | Up to five | 5,000 | 5,000 | 5,000 |
Sales Goals & Quotas | ✕ | ✓ | ✓ | ✓ |
Calling | ✕ | Up to 500 minutes | Up to 3,000 minutes | Up to 12,000 minutes |
Sales Automation | ✕ | Task and email notifications for deal changes | Up to 300 custom workflows | Up to 1,000 custom workflows plus sequence triggering |
Payments Processing | ✕ | ACH and cards | ACH and cards | ACH and cards |
Automated Lead Rotation | ✕ | ✕ | ✓ | ✓ |
Automated Sequences | ✕ | ✕ | Up to 500 email sends per user, per day | Up to 1,000 email sends per user, per day |
Record Layout Customization | ✕ | ✕ | Limited features | ✓ |
E-signature | ✕ | ✕ | 10 signatures per month | 30 signatures per month |
Predictive Lead Scoring | ✕ | ✕ | ✕ | ✓ |
HubSpot CRM Key Features
- iCloud contact data sync: One or two-way data sync between iCloud’s Apple Contacts and HubSpot for automated data entry and sharing with both systems.
- Data field mapping: Customizable and default mapping capabilities to connect matching information from iCloud to HubSpot and vice versa. For example, data in iCloud’s “Company” section of a record will map and sync to HubSpot’s “Associated Company Name” to keep information organized.
- Apple Calendar scheduling sync: Users can send out meeting scheduling links to leads or customers using available time slots based on Apple Calendar data.
- iOS mobile application: Ability to manage sales records, tasks, and deals, send emails or live chat messages, and collaborate with team members all through mobile Apple devices, such as iPhones and iPads, through the mobile app.
HubSpot Customer Support
In addition to phone, email, and live chat support from 7 a.m. to 8 p.m. Eastern Time, HubSpot offers an array of online resources. This includes HubSpot Academy, a community page of platform users, and an online library of tutorials and guides.
Learn more about how this CRM helps sales teams manage leads, track conversations, collaborate, and close deals in our HubSpot CRM review.
Pipedrive: Best for Mobile Lead & Deal Tracking
What We Like
- Intelligent sales features such as artificial intelligence (AI) Sales Assistant, Smart Contact Data, and Smart Docs
- CRM features for lead and deal management are easy to operate
- Excellent sales automation for email scheduling, auto-filling document templates, and discovering which tasks to focus on next
What's Missing
- No free plan
- iCloud contact sync is only a one-way sync from iCloud to the CRM
- Phone support only available on Enterprise plan
Pipedrive Pricing at a Glance*
- Essential: $14.90
- Advanced: $24.90
- Professional: $49.90
- Enterprise: $99
- Free trial: 14 days
*Pricing (per user, per month) is based on annual billing. Monthly billing is also available at a higher cost.
Pipedrive is sales-heavy, general-use CRM software for overseeing the sales pipeline, managing leads, and automating sales tasks. In addition to record management and communications tools like call, email, and meeting scheduling, Pipedrive users also get access to intelligent document management. These include Smart Docs, which let you quickly auto-fill contact data and send out invoices, proposals, or contracts from the CRM.
As a CRM for Mac, Pipedrive stands out for its mobile lead and deal tracking capability on iOS devices such as iPhones and iPads. Teams can view, update, collaborate, and add leads and deals within the pipeline, all while on the go. All data updates to leads or deals automatically sync in real time with the web application. Users can also make calls to contacts or team members directly from the mobile app.
Pipedrive’s Apple contact syncing capabilities are limited to a one-way channel as updates to the iCloud data will sync to the CRM, but changes in the CRM will not sync to iCloud. HubSpot is a great alternative that lets users do both one- and two-way contact syncing between the CRM and iCloud systems.
Pipedrive Plan Summary
Essential | Advanced | Professional | Enterprise | |
---|---|---|---|---|
Lead Management With Activity & Communication Tracking | ✓ | ✓ | ✓ | ✓ |
Custom Data Fields | Up to 30 | Up to 100 | Up to 1,000 | Unlimited |
Calendar View & Activity Tracking | ✓ | ✓ | ✓ | ✓ |
Custom Pipelines | ✓ | ✓ | ✓ | ✓ |
AI Sales Assistant | ✓ | ✓ | ✓ | ✓ |
Mobile iOS App | ✓ | ✓ | ✓ | ✓ |
iCloud Data Sync | ✓ | ✓ | ✓ | ✓ |
Smart Contact Data | ✕ | ✓ | ✓ | ✓ |
Workflow Automation | ✕ | ✓ | ✓ | ✓ |
Document Management & E-signature | ✕ | ✕ | ✓ | ✓ |
Team Management | ✕ | ✕ | Up to three teams | Unlimited teams |
Pipedrive Key Features
- Apple contact sync: Direct sync of iCloud contacts into the CRM system for users to access.
- One or two-way calendar sync: Through a third-party integration tool, users can view, add, and update calendar events for both Apple Calendar and the CRM solution.
- Mobile iOS pipeline management: Mobile app for iPhone and iPad devices to manage deals and pipelines on the go.
- Lead and contact management: Ability to track and organize lead and contact data, activities, communications, and notes on the web app and on mobile iOS devices.
Pipedrive lead tracking on iOS devices (Source: Apple)
Pipedrive Customer Support
Pipedrive offers 24/7 support through live chat and email. Additionally, their website contains other resources such as a help center, blog, tutorials, a community forum, and an academy dedicated to enhancing CRM software and sales skills.
Check out our comprehensive Pipedrive review to learn more about pricing, usability, and best-for scenarios.
Zoho CRM: Best for Apple Mail Integration & Synchronization
What We Like
- Affordable, scalable pricing options
- Robust system customization capabilities
- Comprehensive Mac integrations and data sync with Apple Mail, Contacts, and Calendar
What's Missing
- Free plan limited to three users
- Calendar sync requires Standard plan
- No free integration options
Zoho CRM Pricing at a Glance*
- Free: Up to three users
- Standard: $14
- Professional: $23
- Enterprise: $40
- Ultimate: $52
- Free trial: 15 days
Other Plans
- Bigin: $7 per user, per month for basic pipeline management
- Zoho CRM Plus: $57 per user, per month for added help desk, email, and social media marketing, survey, and analytics functions
*Pricing (per user, per month) is based on annual billing. Monthly billing is also available at a higher cost.
Zoho CRM gives teams a powerful, customizable, and scalable solution for managing leads, tasks, deals, and accounts. Plus, it automates workflows and emails. There are also more advanced artificial intelligence (AI) features for gaining insights and information. Users can receive predictive analytics, task and automation suggestions, best times to contact leads, and CRM data enriched with updated information.
Users of Zoho can sync and use Apple contact, calendar, and email systems within the CRM through direct data sync, Internet Message Access Protocol (IMAP), or internet processes like CalDAV extensions that manage calendar data across various interfaces. Additionally, through Zoho’s mobile CRM app on iOS devices, users can directly locate contacts, accounts, or leads on Apple Maps from their profiles or a record list.
Zoho CRM limits free-forever subscribers to only three users and does not allow any add-ons or integrations on the Free plans. HubSpot is an ideal Mac CRM alternative that offers unlimited user access on the free plan and lets you integrate with third-party and native software products.
Zoho CRM Plan Summary
Free | Standard | Professional | Enterprise | Ultimate | |
---|---|---|---|---|---|
Lead, Account & Contact Management | ✓ | ✓ | ✓ | ✓ | ✓ |
Tasks, Events, Call Logs & Notes | ✓ | ✓ | ✓ | ✓ | ✓ |
Workflow Automation Rules | ✓ | ✓ | ✓ | ✓ | ✓ |
Mobile iOS App | ✓ | ✓ | ✓ | ✓ | ✓ |
Email Templates | 10 | 100 | Unlimited | Unlimited | Unlimited |
Apple Calendar Sync | ✕ | ✓ | ✓ | ✓ | ✓ |
Custom Data Fields | ✕ | 10 per module | 155 per module | 300 per module | 500 per module |
Key Performance Indicator (KPI) Reporting | ✕ | ✓ | ✓ | ✓ | ✓ |
Funnel & Sales Target Tracking | ✕ | ✕ | ✓ | ✓ | ✓ |
Custom Modules | ✕ | ✕ | ✕ | 100 modules | 500 modules |
Customer Segmentation | ✕ | ✕ | ✕ | ✓ | ✓ |
Zia AI Analytics, Predictions & Reminders | ✕ | ✕ | ✕ | ✓ | ✓ |
Multiple Lead Scoring Rules | ✕ | ✕ | ✕ | 25 rules per module | 40 rules per module |
Zoho CRM Key Features
- Apple mail configuration: Ability to use Apple Mail within the CRM using Internet Message Access Protocol (IMAP) and sync communications in both systems.
- iCloud contact sync: Syncable iCloud contact data into the CRM system.
- Calendar sync with CRM: Through CalDAV synchronization, users can two-way sync and share CRM events with external calendars, including Apple Calendar.
- Apple Maps on mobile app: Users can use Apple Maps on the mobile CRM application to find leads, contacts, and accounts within their location.
Zoho CRM Customer Support
Zoho CRM uses a tier-based system where customer support options are dictated by the package you select. Users receive email support on all plans as well as phone and live chat support on paid plans either 24/5 or 24/7, depending on your plan tier. They also offer online resources, including documentation, guided tours, videos, webinars, and tutorials.
Learn more about this CRM product by reading our in-depth Zoho CRM review, where we explore its features and best-for use case scenarios.
Insightly: Best for Project Management
What We Like
- Free plan and low-cost options
- iCloud contact and calendar sync
- Solid project management features
What's Missing
- Free plan only available for two users
- Learning curve required to navigate interface and use features
- Price and quote management features are only available on the Enterprise plan
Insightly Pricing at a Glance*
- Free: Up to two users
- Plus: $29
- Professional: $49
- Enterprise: $99
- Free trial: 14 days
*Pricing (per user, per month) is based on annual billing. Monthly billing is also available at a higher cost.
Insightly is a scalable CRM system for managing leads, sales activities, and tasks. There’s a free plan for up to two users with modules and tools for organizing contact information, assigning opportunities to reps, detecting duplicate records, communicating with leads, and automating workflows.
For Apple users, teams enjoy the project management capabilities available on macOS and iOS devices. Users can manage projects and corresponding tasks or milestones on Mac computers, iPhones, and iPads. Additionally, event data related to a lead or project is syncable between Apple Calendar and the CRM system.
Because of the interface design and user experience (UX) configuration, Insightly has a relatively higher learning curve for operating features and navigating the interface compared to other CRMs on this list. HubSpot is the best alternative on this list in terms of overall product ease of use.
Insightly Plan Summary
Free | Plus | Professional | Enterprise | |
---|---|---|---|---|
Lead & Contact Management | ✓ | ✓ | ✓ | ✓ |
Project Management | ✓ | ✓ | ✓ | ✓ |
Mobile iOS App | ✓ | ✓ | ✓ | ✓ |
Mass Email | ✕ | ✓ | ✓ | ✓ |
iCloud Calendar & Contact Sync | ✕ | ✓ | ✓ | ✓ |
Lead Assignment & Routing | ✕ | ✕ | ✓ | ✓ |
Scheduled Email | ✕ | ✕ | ✓ | ✓ |
Workflow Automation | ✕ | ✕ | ✓ | ✓ |
Custom Objects | ✕ | ✕ | ✓ | ✓ |
Products, Price Books & Quotes | ✕ | ✕ | ✕ | ✓ |
Custom Deployable Apps | ✕ | ✕ | ✕ | ✓ |
Insightly Key Features
- Project management features: Ability to track and oversee projects, associated tasks, milestones, and correspondence for projects on Mac or iOS devices.
- Contact data synchronization: Importation capabilities for Apple Contacts into CRM systems using spreadsheet file import.
- Mobile iOS app: Lead management with contact and calendar sync on iPhone and iPad devices.
- Calendar event sync: Project and sales events and task data can be synced into the CRM system from Apple Calendar.
Insightly iOS project management (Source: Apple)
Insightly Customer Support
Insightly has tier-based support with a help center available for Free plan users and above. There’s also email support for the paid plans with varying response times depending on the package and phone support during extended business hours in Pacific Time.
Read our Insightly review to learn more about pricing, features, and usability ratings and see if it’s the best CRM for your business.
Daylite: Best Mobile iOS CRM System
What We Like
- Created specifically for Apple users and includes built-in Apple apps for mail, contacts, and calendar
- Highly customizable system in terms of user permissions, data fields, values, categories, tags, and data relationships
- Includes modules for sales and project management
What's Missing
- No free plan
- Paid plans are limited to just one, somewhat expensive subscription
- System can be difficult to set up
Daylite Pricing at a Glance
- Daylite Plan: $39.99 per user, per month or $399.99 per user, billed annually
- Free trial: 14 days
Built for Apple users, teams can use Daylite to send and track Apple Mail email messages and manage contacts imported from iCloud accounts. There are also syncable calendars in the CRM system that import events from Apple Calendar. Additionally, teams can track lead interactions, manage projects, report on sales or task activity, and manage documents such as invoices, quotes, or estimates.
Even with the comprehensive integration and data sync options for Apple tools, the main standout for Daylite is its mobile capabilities that extend beyond lead, project, and task management. For instance, users can make voice commands using Apple’s Siri tool to update records, create tasks, or set reminders. They can also receive notifications on iPhone and iPad devices for calendar invites, task to-dos, and reminders from the CRM system.
Daylite only has one paid option that is relatively expensive—regardless of whether you pay monthly or annually. If you want an alternative that’s built for Apple users, we recommend Gro CRM. If you are seeking a more generic CRM product, however, Zoho CRM and Pipedrive are ideal systems with scalable and low-cost paid options.
Daylite Plan Summary
Daylite | |
---|---|
Contact & Lead Management | Organization of lead and contact data, referral tracking, pipeline stage management, and lead scoring capabilities |
Activity & Interaction Tracking | Ability to monitor communication event history of leads, including emails, calls, notes, and meetings |
Apple Mail Integration | Can manage and sync emails from Apple Mail within the CRM system |
Siri iOS | Hands-free CRM usage through Siri commands on iPhone and iPad devices |
Apple Contacts Sync | Syncable contact data from iCloud accounts into the CRM system |
Apple Notifications | Notifications for meeting invites, tasks, communications, and reminders in the notification center of an iPhone and iPad |
Document Management | Ability to attach, store, and share files such as documents, photos, or folders within the CRM |
Quotes & Estimates | Creatable and deployable quotes, orders, contracts, and estimates from the CRM interface |
Data collection and reporting on sales, projects, and tasks completed in the CRM | |
Customer Segmentation | Segmented lists of leads or contacts based on preset criteria or customer characteristics |
Project Management | Client or internal project and task management, including task delegation, milestone tracking, shared calendars, and repeat tasks |
Daylite Key Features
- Siri commands: Voice commands on iPhone and iPad devices through Siri while on the go to update CRM information, create tasks, and send reminders.
- Calendar and contact sync: Calendar and contact data from iCloud accounts can be synced, stored, shared, and updated in the CRM system.
- Apple Mail integration: Ability to store, manage, and send Apple Mail emails from the CRM.
- Notifications and caller ID: Apple notifications on CRM meetings, reminders, tasks, and caller ID on iPhones and iPads to stay in the loop and know who is contacting you.
Daylite Customer Support
Daylite offers online resources, including webinars, an iOSXpert online academy, a blog, and a user help center. Additionally, they offer direct customer support by email and phone from 9 a.m. to 5 p.m. Eastern Time, Monday through Friday. There’s also an optional onboarding package that starts at $300 that helps teams with training, ongoing support, and data migration.
Want to know more? See the full picture of how Daylite is a premier Apple CRM product by reading our Daylite CRM review.
How We Evaluated the Best Mac CRMs
To determine the best Mac CRMs, we considered product features specific to using Apple software, operating systems, and devices. These include the ability to integrate with Apple email, access CRM data on iPhones and iPads, and sync Apple calendar and contact data with your CRM. We also looked into each product in terms of typical attributes such as price, general CRM features, ease of use, and customer support.
We found HubSpot to be the best Apple CRM as it is easy to use and has a free plan for unlimited users—allowing teams to manage leads, deals, meetings, and basic email communications. Additionally, HubSpot offers a solid mobile application for iOS devices such as iPhones and iPads and lets users sync data between iCloud contact and calendar systems and the CRM database.
The tabs below offer insight into our evaluation process of the best CRM for Mac products:
30% of Overall Score
The most important evaluation criteria involved the features relating directly to Apple products. This includes data synchronization capabilities with Apple Contacts and Calendar, options for a mobile application on iPhones and iPads, and the ability to access the CRM web application from the Safari web browser.
20% of Overall Score
The solutions are also evaluated on platform usability. This was analyzed in terms of the expertise required to set up an account and integrate with native or third-party applications, and the skill needed to operate the CRM’s features. We also reviewed the overall intuitiveness of navigating the system’s interface.
20% of Overall Score
Extensive support and service help prevent poor user experiences and outcomes users may encounter while using any of these systems. Help and support are evaluated in terms of customer service hours and the availability of support via phone, live chat, and email. We also look at online resources for users to review, like tutorials, forums, or training modules.
10% of Overall Score
Pricing takes into account free plan availability, various scalable pricing options users can purchase affordably, and the availability for a subscriber to either pay monthly or save by paying annually. Additionally, we looked at the costs specifically for Mac-related capabilities or integrating with Apple software applications.
10% of Overall Score
In addition to functionality created by integrating with Apple products or using the CRM with Mac devices or operating systems, we look at overall features we feel are necessities for a CRM. These include CRM integration options, reporting and analytics tools, customizable sales pipelines, and a mobile app. We also evaluate other common capabilities in most CRM systems, such as lead management modules and workflow automation options.
10% of Overall Score
In addition to first-hand experience with these software systems, we evaluated what users say about each product. These criteria consider how customers feel, based on their reviews, to gain insight into platform popularity, ease of use, and overall value for the price.