CRMs for Mac users help teams that use Apple devices and tools like Mail or Safari better manage their sales pipelines. We looked at a variety of CRM options and narrowed it down to the top six based on price, Apple-specific integrations, and customer support to learn which is the best overall for Mac users.
Top 6 CRMs for Mac Users 2019
|(Best overall) Professionals wanting a CRM built exclusively for Apple products.|
|Businesses wanting a Mac-friendly CRM with a visual pipeline overview.|
|Organizations wanting built-in call center management tools like call prioritization and queue skip.|
|Businesses that want a Mac CRM with built-in project management tools.|
|Companies wanting an affordable CRM with social integration tools for Twitter and Facebook.|
|Teams wanting a free Mac CRM with features like contact management and live chat.|
How We Evaluated CRM for Mac Users
CRMs for Mac users should effortlessly integrate with Apple’s built-in productivity tools like Mail, Contacts, Calendar, and Siri to provide the unified experience Mac users expect from their products. It should also include reporting and customization tools, as well as workflow rules to automate routine tasks. CRMs for Mac should be easy to use with Apple operating systems and provide customer support options for troubleshooting problems.
Therefore, we evaluated the top CRMs for Mac users based on:
- Price – We evaluated the pricing structure of each CRM provider and compared costs on a per-user basis.
- Reliability – We assessed each CRM provider’s reputation for product and customer service reliability.
- Integration and Interoperability with Mac OS, iOS, and iPhones – We only considered products that support and integrate with Mac OS tools like Contacts, Apple Mail, and Calendar, as well as iPads and iPhones.
- Contact Management – We assessed each CRM provider’s tools for creating, editing, organizing, and searching contacts.
- Opportunity and Lead Management – We evaluated features that help users track and organize opportunities and leads.
- Reporting Tools – We compared tools that help managers and teams monitor the sales pipeline.
- Customization Tools – We evaluated features that allow users to customize dashboards, reports, and workflows.
- Ease of Use – We assessed how easy and intuitive each CRM is to use.
- Customer Support – We evaluated the type of customer service support of each provider offers.
Based on our research, we recommend Daylite as the best overall small business CRM for Mac users because of its Mac OS and iOS integration, responsive customer support, ease of use, and affordability. Here’s how the six providers we evaluated stack up when compared against each other for price, features, and customer support.
Best Overall Small Business CRM for Mac Users: Daylite
Daylite is a CRM for small businesses made exclusively for Mac, iPhone, and iPad, with a slightly higher-than-average price tag. It offers customizable sales pipelines, smart lists, email templates, contact management tools, and integrations with key Apple features like Siri. It’s a good choice for consultants and sales teams wanting a CRM software that integrates smoothly with existing Apple hardware.
Daylite offers three payment plans priced slightly above industry average. The monthly plan is $29 per user per month and the yearly plan is $288 per user. A $22 per user per month annual billing plan is available to customers upgrading to Daylite Cloud when the company ends support for its self-serve product in 2019.
Daylite CRM is Safari-compatible and offers an iOS app for iPhone and iPad. CRM features and functionality include workflow and customization tools, email and letter templates, multi-user permissions, reporting, and app integrations. Daylite also offers a number of Apple-specific integrations with Mac, iPhone, and iPad, such as Apple Mail and Siri.
Daylite’s standout features include:
Mac OS Integration
Daylite’s iOS app includes access to customer contact history, calendars, tasks, projects, tracking, and collaboration tools. Daylite’s desktop app integrates with Apple Mail on Mac and supports multitasking on iPad. It also includes integrations with Siri and the Notification Center, giving users even more ways to map and manage contacts on Macs, iPhones or iPads. No other CRM on our list offers this level of integration with Apple’s built-in tools.
Business and Social Integration
Daylite features a variety of integrations and add-ons for many popular business apps, including Mailchimp for email marketing campaigns and Phone Amego for monitoring and controlling calls. Zapier provides social integration to social platforms like Facebook and Twitter for prospecting and lead building, similar to what Zoho offers in its CRM.
Daylite’s contact management software for the Mac includes a contact history database with appointments, calls, emails, and notes. Contacts are searchable across devices and capture granular details, including referral source and data from social platforms like Facebook and LinkedIn. As with most CRMs on our list, fields like contact roles and relationships are customizable.
Daylite features a collection of built-in standard reports along with a tool for creating customized shareable reports and shareable report templates. Users can also create interactive reports for contacts and opportunities. Unlike Gro, Daylite doesn’t offer an option for real-time reporting.
Many of Daylite’s features are customizable, including forms, letter templates, contact roles and relationships, record categories and keywords, and opportunities. Customers can also customize contextual menus within records to turn the most often used menu commands into a right-click function, a feature few CRMs on the market offer. Most CRM solutions on our list offer some level of customization, but in some cases only with higher-priced packages.
Daylite’s customer support includes an online ticketing system with a response rate of about one hour during Ontario, Canada, business hours. The company also offers live chat, an online knowledge base, and free downloadable user guides. Online customer reviews suggest Daylite’s customer support team is responsive and friendly.
Ease of Use
Daylite CRM is browser-based, so there is no complicated software to deploy on local servers. Online customer reviews report the desktop app is easy to install and the user interface is intuitive. Some customers say custom reports can be a bit confusing, but the online user guide provides a thorough explanation of how to build and run them.
What Daylite Is Missing
Daylight is missing native time tracking tools and invoicing tools, but does offer business app integrations to bridge the gap. Daylite also doesn’t offer an Apple Watch or Apple TV app. Businesses looking for Apple CRM with those features should check out Gro.
What Users Think About Daylite
Our readers give Daylite mixed reviews, with four out of five stars. Users report it works well with Apple Mail and the calendar, but some say the mobile app needs some refinement. To learn more about what our readers think about Daylite, visit our Daylite User Review Page.
Best CRM for Mac with a Visual Pipeline: Pipedrive
Pipedrive is an average-priced CRM that’s compatible with the Safari browser and offers an iOS app for iPhone and iPad. Features include a pipeline sales view, customizable dashboards, goal setting and tracking, and workflow automation. Pipedrive is a good choice for independent contractors and teams managing multiple projects at different stages of the sales cycle needing a robust visual pipeline.
Pipedrive offers three plan levels: Silver, Gold, and Platinum. Prices range from $15 to $59 per user per month, which is about comparable to the average price of similarly featured products. All plans include a customizable dashboard, drag-and-drop calendar view, personal goal setting, smart email, and customer support via email and live chat.
Pipedrive Tiered Features
|Goal Setting and Tracking|
|iOS Mobile App|
|Drag and Drop Calendar View|
|Smart Email BCC|
|Chat and Email Support|
|Contact Data Collector|
|Sort Salespeople by Teams|
|Revenue Forecast Reports|
Pipedrive Silver features an iOS app with deal, activity, person, and organization list views and outgoing call tracking. It also includes a customizable dashboard with a streamlined single view of the sales pipeline, personal and company-wide goal setting, drag-and-drop calendar view, and customer support via chat and email. This level is a good fit for goal-driven teams and teams that don’t require a lot of features to stay organized.
This tier doesn’t offer the multiple dashboards or workflow automation features of Pipedrive’s upper level. It also lacks the deals and opportunity tracking Gro’s first-tier plan offers. At $15 per user per month ($12.50 per month if paid annually), this level costs significantly less than Insightly’s basic plan and about the same as Gro’s first-level plan.
Pipedrive Gold adds a data collection tool to pull information about contacts from internet sources like LinkedIn and a meeting scheduler that allows agents to share their availability with prospects. This level also adds workflow tools to automate email delivery and other repetitive tasks. This level is a good choice for businesses that want to optimize the efficiency of sales teams by freeing up agents’ time from recurring tasks.
This package doesn’t offer multiple dashboards or team segmentation options like Pipedrive’s highest tier level. It also lacks a feature like Zoho SalesIQ integration for live chat or tracking website visitors. At $29 per user per month ($24.20 per month if paid annually), this tier costs about the same as Daylite but offers more features for personal and team goal setting and tracking.
Pipedrive Platinum adds revenue report forecasts and a tool for creating multiple dashboards with repositionable widgets. It also includes an option to segment salespeople by team and adds teams to goal setting and tracking. This is a good plan level for businesses that manage multiple teams and want to easily track a variety of performance metrics and goals at once.
At $59 per month per user ($49.17 per month if paid annually), this level’s pricing is on par with Gro and HubSpot. However, this tier doesn’t feature a way to track expenses and receipts. That may be inconvenient for teams with agents who travel or for businesses that itemize expenses for client billing. Organizations that want a CRM for Mac with built-in expense tracking should check out Gro.
What Pipedrive Is Missing
Pipedrive is missing iCloud integration, a way to post to Apple Calendar, and a tool for importing data from Apple Contacts. Pipedrive also doesn’t offer iPad, Apple Watch, or iPad apps. Businesses wanting these features are better served by Gro.
What Users Think About Pipedrive
Our readers give Pipedrive a 4.5 out of 5-star rating for its ease of use and the convenience of its mobile app. Overall, users don’t report any drawbacks to Pipedrive beyond a few minor glitches, like a delay in receiving notifications of changes to deals. For more reviews, visit our Pipedrive User Review Page.
Best CRM for Mac with Call Center Integration: Gro
Gro is an average-priced, iOS-based CRM with apps for iPhone, iPad, Apple TV, and Apple Watch. Features include iCloud integration, the ability to add events to Apple Calendar, and import from Apple Contacts. With call center management and tracking tools, Gro is a good choice for businesses that want an Apple CRM with built-in call center integration.
Gro offers three pricing tiers. Solo is $14.99 per month for one user and includes email templates and task tracking. The $24.99 per month plan accommodates up to 25 users and adds real-time reports and call center management. The $49 per month plan for unlimited users adds territory management and expense tracking.
Gro Tiered Features
|Contacts and Accounts|
|iOS Mobile App|
|Apple TV App|
|Apple Watch App|
|Post to Apple Calendar|
|Import Apple Contacts|
|Deals & Opportunity Tracking|
|Task Management & Tracking|
|Custom Email Templates|
|Call Center Management & Tracking|
|Real-Time Ranking Reports|
|Custom Data Exports|
|Expense and Receipt Tracking|
Gro Solo is designed for one user and includes 2,500 contacts and accounts. It features deals and opportunity tracking, task and management tracking, and custom email templates. This level also includes a customizable multi-view calendar, five ranking reports, and 1 GB of cloud storage. This plan is a good choice for single business owners and solopreneurs.
This tier doesn’t offer call center management tools or ranking reports featured in the mid-level Gro package. Businesses ready to invest in this plan but want call center features should check out RingCentral. It ranks as one of our best VoIP business phone systems and includes call center software. Gro Solo’s pricing is competitive with other CRMs on the market and offers more integrations with Apple tools and products than others we’ve seen.
Gro’s Basic level accommodates up to 25 users and allows up to 50,000 contacts and accounts. It features call center management tools like call queue and call skip as well as real-time ranking reports. Gro Basic also adds customizable invoices and quotes for up to 50 records per month. This level is a good fit for businesses and sales teams of up to 25 that want a CRM with built-in call center management features.
This plan doesn’t offer unlimited contacts and accounts, payment tracking, territory management, or expense and receipt tracking as does the highest level Gro plan. It also doesn’t feature live chat or website visitor tracking like Zoho. At $24.99 per user per month, this tier’s pricing is similar to other mid-level packages on our list, but with deeper integration with Apple tools and products.
Gro’s Pro level adds unlimited contacts and accounts for an unlimited number of users. It also increases the number of customizable invoices and quotes to 500 records per month. This tier features custom data exports, territory management, and expense and receipt tracking for 500 records per month. This plan is right for businesses that want to track and manage multiple teams.
Gro packages don’t offer kanban or sales pipeline views as do other CRM providers on our list. Some organizations may also find the monthly invoice, quote, and receipt records confining. This tier’s pricing is similar to Pipedrive’s highest-level package but offers more in the way of call center management, expense tracking, and territory management.
What Gro Is Missing
Gro is missing spacious or unlimited cloud document storage. Businesses that need generous storage space to house quotes, proposals, reports, projects, and other documentation should consider Insightly. Gro is also missing a desktop app for computer-based access but the company expects to release one in 2019.
What Users Think About Gro
Online reviews by Gro customers are positive overall. Users say the invoicing and quotes features are a plus and that Gro’s app updates keep pace with Apple’s updates to make sure everything works as it should. However, some say the mobile app interface can be confusing at times.
Best CRM for Mac with Project Management Tools: Insightly
Insightly is a moderately-priced CRM that’s Safari-compatible and offers an iOS app for iPhone and iPad. Features include business app integration, lead management, and workflow automation. With additional tools like milestone and task management tracking and a kanban view, Insightly is a great fit for companies that want a CRM for Mac users with built-in project management functionality.
Insightly’s Plus plan costs slightly more than other first-tier plans at $29 per user per month. It features contact management, a kanban view, and standard support. Insightly’s Professional plan costs $49 per user per month, with custom dashboards, app integration, and priority support. This plan’s pricing is on par with other providers offering similar features.
Insightly Tiered Features
|CRM Record Limit|
|iOS Mobile App|
|Contact and Organization Management|
|Milestone and Task Tracking|
|Business App Integration|
|Lead Assignment and Routing|
|Custom Report Scheduling|
Insightly Plus includes integration with over 200 business apps, including Slack, Dropbox, and Zapier, project management tools, and a kanban project view. This level also features email templates, 10 GB of cloud file storage, a 100,000 CRM record limit, lead management tools, and a standard support plan. This tier is a good fit for businesses that want a CRM with built-in project management tools.
This level doesn’t include the workflow automation, custom dashboard, or lead assignment features offered in upper tiers. It also lacks the customization tools offered by Daylite and native live chat without app integration. However, Insightly Plus is competitively priced for a basic tier package with built-in project management tools.
Insightly Professional adds 100 GB of storage, custom dashboards, workflow automation, a 250,000 CRM record limit, and priority email support. It also adds automatic lead assignment and routing and custom report scheduling. This plan is a good choice for teams and organizations that want a greater level of control over leads and also need more storage than the Plus plan allows.
For businesses that require unlimited records and storage space or want a dedicated support specialist assigned to their account, Insightly offers an Enterprise plan for $99 per user per month. Insightly’s Professional tier lacks built-in call center management tools offered by Gro or an option to sort salespeople by teams as featured in Pipedrive. However, at $49 per user per month, this level is about the same price as the upper tiers of other CRM providers.
What Insightly Is Missing
Insightly is missing territory management and expense tracking features offered by CRM solutions like Gro. Insightly also lacks tools for live chat customer support and tracking website visitors. Businesses wanting those features should consider Zoho for its integration with Zoho SalesIQ.
What Users Think About Insightly
Our readers give Insightly a four out of five-star rating and say the CRM is well designed with an intuitive interface that’s comparable to Facebook. However, some users say the reporting features aren’t as robust as they could be. To read more customer reviews, check out our Insightly User Review Page.
Best CRM for Mac with Social Integration: Zoho
Zoho is a Safari-compatible CRM and offers an iOS app for iPhone and iPad. Features include email templates, customization tools, sales forecasting, configurable dashboards, and inventory management. With robust Twitter and Facebook integrations, Zoho is right for teams that want to prospect on social media.
Zoho offers a free plan for up to three users that includes core features like email templates, reports, and workflow rules. Zoho also offers a Standard plan for $12 per user per month and a Professional plan for $20 per user per month. Additional include features like social integration, sales forecasting, and process management tools.
Zoho Tiered Features
|iOS Mobile App|
|Custom List Views|
|Zoho SalesIQ Integration|
Zoho’s Free tier allows up to three users and a limited number of email templates, custom list views per module, and one workflow per module. This level also features integration with Twitter and Facebook as well as Zoho SalesIQ, an add-on tool with paid and free tiers that allow sales teams to track website visitors and provide live chat support to customers.
This level lacks features like configurable dashboards and process management available with upper-level plans. It also doesn’t offer smart lists and filters that auto-update like Daylite. Zoho’s Free plan is best for solo business owners or teams of three or less.
Zoho’s Standard tier increases the number of email templates, custom list views, and workflows per module. It also adds custom fields, 10 custom dashboards, 100 custom reports, and sales forecasting. This level is a good fit for teams of four or more that want a package with increased customization options.
This level lacks the inventory management features and email integration found in Zoho’s next price plan. It’s also missing conversational bots featured in HubSpot CRM. This tier costs about the same as some of the other basic and mid-level packages on this list with similar features.
Zoho’s Professional level adds unlimited custom reports, email templates, and custom list views. It also bumps up the number of workflow rule and custom field limits. This tier includes process management tools and email integration as well as a collection of inventory management tools to create sales orders and quotes, invoices, and purchase orders.
This plan is a good fit for businesses like retailers and wholesalers that want a CRM that will also track and manage inventory in a single ecosystem. Zoho doesn’t offer call center management tools or extensive project management tools of other Apple CRMs. However, its pricing is about average when compared to other solutions on our list.
What Zoho Is Missing
Zoho is missing a way to visualize the sales pipeline in a kanban-style format offered by CRM providers like Insightly. Zoho is also missing tools for personal, team, and company-wide goal setting and tracking. Businesses wanting those features should take a look at Pipedrive.
What Users Think About Zoho
Our readers give Zoho CRM an average rating of 3.5 stars with mixed reviews. Users say the software is great for customer management and lead generation, but customer support sometimes underperforms. For more customer reviews, check out our Zoho CRM User Review Page.
Best No-Frills CRM for Mac Users: HubSpot
HubSpot is a free CRM and supports an unlimited number of users. It’s Safari-compatible, features an iOS app and an easy to use set of core features like email templates, contact management tools, and reports. HubSpot is a good choice for Mac users who want a no-frills CRM that’s intuitive and user-friendly.
HubSpot CRM’s pricing is free for an unlimited number of users. It offers a number of sales, marketing, and customer service tools, like new contact activity history, team email, and external form tracking. Paid plans with additional features are also available starting at $50 per month.
HubSpot features include contact management tools, company records, and up to five documents per account. Each account also offers email scheduling, email templates, a reporting dashboard, and one reporting dashboard. Accounts come with a limit of 1 million contact and company records.
HubSpot features include:
Mac OS Integration
HubSpot CRM is compatible with the Safari browser and offers an iOS app for iPhone and iPad. iOS features include access to reports and contacts, full support for deals, a complete view of the timeline, call logging, and team collaboration tools.
Business and Social Integration
HubSpot integrates with business apps like G Suite, Gmail, and Outlook to access and capture contact information but, unlike Daylite, does not support Apple Mail. However, users can create lead ads for Instagram and Facebook to capture contact information directly to HubSpot, a feature not natively offered by Daylite.
HubSpot’s contact management software for the Mac allows users to track the first seven days of website activity for all new contacts, including page views, sales activities, and form submissions. Teams can also add contact and company records, and automatically log sales activity. Daylite’s contact management database collects the same information, as well as data from appointments and emails.
HubSpot includes a small set of reports customizable by viewer and date range. CRM providers like Gro, Insightly, and Zoho’s paid tier offer more robust options like real-time or deeply customizable reports. However, HubSpot’s collection of reports may suffice for teams seeking a no-frills CRM.
HubSpot’s built-in reports include:
- Deal forecast – The projected revenue for deals in each stage of the pipeline.
- Sales performance – A summary of sales progress by contacts assigned and by the number of deals that have been created and closed won.
- Productivity – The number of meetings, calls, tasks, notes, and emails a team has logged in a given time frame.
- Deals closed vs. goals – A chart of revenue from closed deals plotted against a team’s quota.
HubSpot’s customization tools include custom support form fields, deal pipelines, and analytics tracking. Customers can also customize various account options, including settings for Facebook ads and collected forms. HubSpot’s customization options are more limited than other providers on our list, but some companies may find that an acceptable trade-off when using a free CRM.
HubSpot customer service for free account holders is limited to access to the HubSpot online community. The forum is hosted by HubSpot for users to share knowledge, ask questions, and gain insight from other professionals who also use HubSpot products. Additional customer support options are available with HubSpot’s paid plans.
Ease of Use
HubSpot receives mixed reviews from customers on ease of use. Some users say the service is very easy to use from the moment you open an account. However, others report it has a steep learning curve because it takes a while to read through the online training guides to learn how to use the features.
What HubSpot Is Missing
HubSpot is missing a customer service and support option beyond its online community network. By contrast, Zoho’s free tier includes phone support, an online knowledge base, how-to videos, free e-books and tutorials, and an online community.
What Users Think About HubSpot
Our readers give HubSpot a five out five-star rating with positive comments for its intuitive user interface and its wide range of web and app integrations. However, some readers expressed frustration about a lack of customer support for customers of the free plan. For more reviews, visit our HubSpot User Review Page.
Bottom Line – Apple CRM
CRM for Mac users have features that work smoothly with Apple’s native productivity tools like Calendar, Mail, and Siri. It should feature workflow rules, customization tools, and reports. Apple CRM should also be intuitive and have responsive customer support.
Businesses that want an easy-to-use Apple CRM built exclusively for Mac OS, iPhone, and iPad at an affordable price should take a look at Daylite. The company offers a 30-day free trial with no credit card required and a 90-day money back guarantee. Visit Daylite’s website for details.