CRM for Mac: 9 Best Apple CRM Systems | Fit Small Business

CRM for Mac: 9 Best Apple CRM Systems

Apple systems can integrate customer relationship management (CRM) software to help businesses readily track deals, manage leads, and deploy outreach campaigns. The best CRM for Apple users will offer seamless integration to sync data with Apple Mail, Contacts, and Calendar systems. They can also run on iOS and macOS, have application access through Safari, and…

Nov 6, 2024
20 minute read

Apple systems can integrate customer relationship management (CRM) software to help businesses readily track deals, manage leads, and deploy outreach campaigns. The best CRM for Apple users will offer seamless integration to sync data with Apple Mail, Contacts, and Calendar systems. They can also run on iOS and macOS, have application access through Safari, and work on iPhone and iPad mobile devices. Based on our evaluation, the best CRM for Mac users include the following:

Best Apple CRM Systems Compared

ProviderFree Plan?Starting Monthly Price per UserBased on annual billing; monthly billing option is also available for a higher cost, unless otherwise specified.Our Rating Out of 5
Zoho CRM logo.
3 users


$14 per user4.61
Visit Zoho CRM
Hubspot logo.
5 users


$15 per user4.58
Visit HubSpot CRM
The Pipedrive logo.
14-day free trial


$14 per user4.54
Visit Pipedrive
The Bitrix24 logo.
Unlimited users


$49 for 5 users4.49
Visit Bitrix24
Salesflare logo.
14-day free trial


$29 per user4.43
Visit Salesflare
EngageBay logo
15 users


$13.79 per user4.41
Visit EngageBay
Daylite logo.
14-day free trial


$20.83 per user4.37
Visit Daylite
Capsule CRM Logo that links to Capsule CRM homepage.
2 users


$18 per user4.35
Visit Capsule CRM
Less Annoying CRM logo.
30-day free trial


$15 per user4.19
Visit Less Annoying CRM

Zoho CRM: Overall Best Apple CRM for Monitoring Sales Analytics

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Zoho CRM Pricing Plans*

Cost: $0 for three users

Key Features:

  • Mobile CRM on iOS devices for record management, task tracking, geolocation, and navigation
  • Business card scanning on iOS
  • Leads, accounts, and contacts management
  • Deal management with up to one sales pipeline
  • Documents storage
  • Sales activity tracking
  • Workflow automation

*Pricing is based on annual billing on a monthly breakdown, though monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.

Our Expert Opinion

Zoho CRM’s dedicated analytics app for iOS makes it easy for field sales reps and team managers to monitor their sales metrics and performance in real time to make informed decisions. The main Zoho CRM mobile app for iOS allows users to manage CRM records, tasks, and collaborative activities. It also offers contact data sync with Apple Calendar and Contact systems. In addition, teams can implement the Apple Mail server in Zoho to manage emails from the CRM.

Visit Zoho CRM

HubSpot CRM: Best Free CRM for Mac Users

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HubSpot CRM Pricing Plans*

Cost: $0 for five users

Key Features:

  • Integration with iCloud for contact data sync
  • Mobile CRM app on iOS devices
  • Mass email with email template storage
  • Contact management with meeting scheduling
  • Deal management for up to one pipeline
  • Basic live chat on website
  • Up to one ticket pipeline for customer service requests

*Pricing is based on annual billing on a per-user monthly breakdown of HubSpot Customer Platform plans Monthly billing and enterprise-level options are available for a higher cost. We update pricing information regularly but encourage readers to check current pricing here.

**Customer Platform includes sales, marketing, customer service, content management system (CMS), operations, and ecommerce software. Individual modules can be purchased for lower monthly costs.

Syncing contact data from iCloud into HubSpot.

HubSpot CRM data sync with iCloud (Source: HubSpot)

Our Expert Opinion

HubSpot CRM is ideal for those who need a free and easy-to-use Mac CRM. Its mobile app for iOS devices allows teams to manage records, receive inbound calls that show caller ID, and scan business cards into data records while on the go. We also like the seamless integration process with iCloud so users can import and maintain up-to-date contact records on a two-way basis.

Visit HubSpot CRM

Pipedrive: Best for Lead Tracking on Apple Devices

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Pipedrive Pricing Plans*

Cost: $14 per user

Key Features:

  • Apple device compatibility for Contacts, Mail, and Calendar synchronization
  • CRM mobile search bar to find contact and deal records on your iPhone or iPad
  • Deal management tools with rotting indicator
  • Customizable pipelines and data fields
  • Lead and contact management with activity tracking
  • Activity reporting with sales goals tracking
  • Web-to-mobile phone calling
  • Apps marketplace for third-party integrations

Pipedrive Pricing Add-ons:

  • LeadBoosterLead generation tool set : Starting at $32.50 per company monthly
  • Web Visitors TrackingWeb tracking and lead ranking : Starting at $41 per company monthly
  • CampaignsCustomizable email campaigns : Starting at $13.33 per company monthly
  • Smart DocsSend trackable quotes, proposals, and contracts; free with Professional or Enterprise plan subscription : Starting at $32.50 per company monthly
  • ProjectsProject and task management : Starting at $6.70 per user monthly

*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is also available for a higher cost. All plans come with a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.

Several iPhone devices displaying the Pipedrive mobile app's key features, including call logging, geolocation, contact management, and meeting scheduling.

Pipedrive iOS app key features (Source: App Store)

Our Expert Opinion

Pipedrive centralizes lead management, deal tracking, and pipeline monitoring by synchronizing information from your iPhone, iPad, MacBook, and other Apple devices to the CRM platform. Its robust features in the CRM app make it one of our top picks for the best mobile CRM apps. Although it doesn’t offer a free plan, the paid plans are scalable and have solid tools for proposal management, data enrichment, and workflow automation.

Visit Pipedrive

Bitrix24: Best for Apple Business Chat Communication

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Bitrix24 Pricing Plans*

Cost: $0 for five users

Key Features:

  • Unlimited contacts and deals
  • CoPilot AI assistant in CRM, tasks, chat, feed, email, and texts on websites
  • Task management in iOS app
  • Data sync with Mac OS Drive
  • Apple Calendar sync
  • Contact Center with CRM forms, live chat engagement, and social media messaging
  • Client management module with task planning, tracking, reminders, and autodialer
  • Sales intelligence with report builder and automatic customer journey tracking
  • Ecommerce module with order, product, inventory, and payments
  • Automated replies

*Pricing is based on annual billing on a per-month breakdown of the plans. Monthly billing and enterprise-level options are available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.

Our Expert Opinion

Bitrix24 is unique because it’s the only one in this list that offers direct integration with Apple Business Chat. Its omnichannel Contact Center allows you to send and receive messages using the native Apple iMessage app and even receive customer payments via Apple Pay in chat. You can manage tasks using the iOS app and sync CRM data with Mac OS Drive and Apple iCloud calendar. Moreover, this platform offers free AI tools for generating messages and call summaries.

Visit Bitrix24

Salesflare: Best for Automated Data Entry on Apple Devices

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Salesflare Pricing Plans*

Cost: $29 per user

Key Features:

  • Automated CRM data input
  • Visual sales pipeline with communication timeline
  • Tasks and task suggestions
  • Custom fields
  • CRM dashboard with insights
  • Email, link, and website visit tracking
  • iOS app with all desktop app features
  • Personalized email campaigns
  • 25 email finding credits
  • Third-party app and Zapier integrations

*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is also available for a higher cost. All plans come with a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.

Salesflare sidebar with pin option inside the Outlook for Mac.

Salesflare sidebar in Outlook for Mac (Source: Salesflare)

Our Expert Opinion

Salesflare’s automated data entry helps reps save time and effort by eliminating the need to manually enter details in CRM fields. Another good thing about this platform is that all its features, including automated CRM data entry and call logging, are available in both its Mac and iOS versions. In addition, you can access Salesflare from within Outlook for Mac, so you can view relevant CRM data from the sidebar while going through your inbox.

Visit Salesflare

EngageBay: Best Free Apple Mail Connection

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EngageBay Pricing Plans*

Cost: $0 for 15 users

Key Features:

  • Integration with Apple Mail for email capabilities from the CRM
  • Mobile iOS CRM app
  • Contact management with list segmentation and synchronization with Apple Contacts
  • Appointment scheduling and task management with data sync to Apple Calendar
  • Predictive lead scoring
  • Mass email with templates storage
  • Social suite for monitoring social media feeds
  • Customer ticketing with up to two ticket views

*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is also available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.

Several iPad devices showing EngageBay iOS app's key features, including contact, task, and calendar management.

EngageBay iOS app for iPad (Source: App Store)

Our Expert Opinion

EngageBay provides free and comprehensive solutions for a business to generate new sales, create brand awareness, and support customers. We like that its no-cost capabilities extend to iCloud connections, most notably for managing and tracking Apple Mail emails from the CRM. We also appreciate that the data sync features for calendar and contact data are available for free.

Visit EngageBay

Daylite: Best Specialty Apple CRM

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Daylite Pricing Plans*

Cost: $20.83 per user

Key Features:

  • Daylite Mail Assistant for Apple Mail
  • Mac and iOS apps
  • Contact management
  • Task management
  • List segmentation
  • Daylite calendar
  • Forms
  • Timeline tracking
  • Email templates
  • Third-party integrations

*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is also available for a higher cost. All plans come with a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.

Daylite for Mac with the Apple Mail Assistant window on the right side.

Daylite for Mac with Apple Mail Assistant window (Source: Marketcircle)

Our Expert Opinion

Daylite is a bespoke CRM for Mac users. It’s an ideal option if pricing and product usability aren’t a priority. Its complete integration capabilities give users direct sync and feature access to Apple Mail, Contacts, and Calendar. The Mail connection also comes with expanded functions we like, such as email-to-lead capabilities and the ability to set email follow-up reminders. This specialty CRM product certainly has a place for true Apple fanatics.

Visit Daylite

Capsule CRM: Best for Task Management on Apple Calendar

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Capsule CRM Pricing Plans*

Cost: $0 for two users

Key Features:

  • iOS mobile app with offline support
  • 250 contacts
  • Apple Contacts and Calendar data sync
  • Task and project management
  • One sales pipeline with Kanban view
  • Social profile enrichment
  • Customer milestone tracking
  • Opportunity management with highlighted stale and lost opportunities
  • Unlimited task sequences
  • 10 AI content assists

Capsule CRM Pricing Add-on:

  • Marketing: Starting at $11 per month

*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is also available for a higher cost. All paid plans come with a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.

Our Expert Opinion

Capsule CRM provides a unique Apple and Mac-based CRM, particularly in its free features. While data and user capacity are an issue on the no-cost plan, users can import and sync data from their Apple Contact and Calendar apps into the CRM, manage tasks and projects, and get AI-generated email content, all for free. We also like how the project management tools apply to the mobile app on iOS devices for users to oversee special projects and tasks on the go.

Visit Capsule CRM

Less Annoying CRM: Best Simple Contact Management System for Apple Users

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Less Annoying CRM Pricing Plan*

Less Annoying CRM

Cost: $15 per user

Key Features:

  • Mobile-friendly web app for iOS users
  • Desktop app for Mac
  • Unlimited contacts and companies
  • Unlimited pipelines and custom fields
  • 25GB file storage
  • Email logging
  • Task and event management in calendar
  • User permissions

*Pricing is based on monthly billing. A custom-priced enterprise-level plan is available for organizations with more than 10 users. Less Annoying CRM comes with a 30-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.

Less Annoying CRM workspace accessed using Safari browser for iPhone.

Less Annoying CRM in Safari browser for iPhone (Source: HubSpot)

Our Expert Opinion

True to its name, Less Annoying CRM is a no-frills contact management system for Mac and iOS users. While it does not have a native iOS app, you can easily access its highly intuitive web app via any browser and access your CRM data anytime and anywhere, as long as you have internet connection. An added advantage is its pipeline templates that you can use for managing projects, orders, and expenses.

Visit Less Annoying CRM

How We Evaluated the Best CRM for Mac Users

To determine the best CRM systems for Mac users, we evaluated each provider’s integration and sync capabilities with the Mail, Contacts, and Calendar Apple tools. We also looked at mobile options for users to access their CRM from an iOS device, like the iPhone or iPad. Finally, we evaluated general software product attributes, such as price, customer support availability, and CRM features, including customization options and advanced tools like omnichannel marketing. The tabs below offer insight into our evaluation process of the best Mac CRM software:

Methodology weights
General Features 25%
Advanced / Niche Features 20%
Pricing 15%
Ease of Use 15%
Support 15%
Expert Score 10%

We examined the overall features crucial to any CRM system, regardless of the device used or primary use case. For instance, robust system customization lets teams tailor their data fields, layouts, modules, and automations to meet their unique operational needs. We also wanted to see solid reporting and analytics tools, a range of third-party integration options, and a mobile application for iOS device users.

We evaluated niche and advanced features for Mac users to get more out of their CRM system. For the niche capabilities, we wanted to see each CRM provide end-to-end data synchronization and connection with Apple software like Apple Mail, Contacts, and iCalendar. Additionally, we looked at CRM features that give a business extra productivity and performance boost, such as a telephone system for managing calls and omnichannel communication capabilities.

For each CRM for Mac users, we looked at the provider’s pricing in terms of free plan availability and cost-friendly, scalable subscription options businesses could afford as they grow. We also wanted to see billing options for users to either pay monthly or save by paying annually. Finally, we looked at the costs specifically for accessing Apple-related features like mobile iOS access, the ability to use Apple Mail in the CRM, and data sync with Apple Contacts.

When we assessed the best CRM for Mac and iOS users, we used this metric to describe how users can easily navigate and use the features of a solution. We evaluated the ease of use of the providers in terms of built-in templates, automation, onboarding, ease of setup, and scalability.

Extensive user support and customer service help prevent poor experiences users may encounter while using any of these Apple CRMs. This was evaluated in terms of customer service hours of availability and channel options of support via phone, live chat, and email. We also looked at self-service resources users can access on their own accord, like guides, tutorials, forums, or training modules.

In addition to direct experience and evaluation with each CRM with Mac or Apple connectivity, we evaluated what actual users say about each software based on online reviews. These consider how real customers feel to gain insight into perceived value for the price paid, ease of use when operating the CRM, and how users feel about the CRM’s features.

Frequently Asked Questions (FAQs)

Apple, the creator of Mac products, does not offer its own CRM system. It does, however, come with baseline applications for users to store contact data of their leads and customers, track events and meetings on a calendar, and manage email messages, which are simple functions of a CRM system. Additionally, many CRM systems, including those on this list, offer direct integrations to Apple products and work within iOS and macOS environments.

A great CRM for Apple and Mac users will run nicely within a macOS operating system and seamlessly integrate with Apple software products, including Apple Mail, Contacts, and Calendar. Additionally, it will come with a mobile CRM solution that users can access via iOS devices such as an iPhone or iPad.

EngageBay is the best CRM software for Mac users needing direct access to Apple Mail. You can synchronize your messages, contacts, and calendars from your iOS and Mac devices with the CRM platform at no cost. Zoho CRM also offers the same feature in its Professional plan for $23 per user, per month, while Daylite has an Apple Mail connection for $20.83 per user monthly.

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Bottom Line

A CRM for Mac lets Apple users access and synchronize their data from their preferred Mac devices. While Zoho CRM is our pick for the best overall Apple CRM software, other systems could better fit your business depending on your product needs. Pipedrive, for instance, allows you to sync contact data across all Apple devices with the CRM platform. HubSpot CRM, on the other hand, is our top free recommendation, while Bitrix24 is best for Apple Business Chat users.

Visit Zoho CRM

Bianca Caballero

Bianca Caballero

Sales & Marketing Analyst

Bianca Caballero is a sales and customer experience writer with a background in B2B and B2C growth across the health, pharmaceutical, and insurance space. She brings a practical perspective on how go-to-market teams are adopting AI tools and automation to improve prospecting and pipeline development. Her work explores how emerging technologies are reshaping sales and marketing workflows

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