The 6 Best CRMs for Mac Users in 2022
Jess served on the founding team of a successful B2B startup and has used a wide range of sales and marketing tools over the course of her 15-year career. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management.
Jill is a writer at Fit Small Business specializing on Customer Relationship Management (CRM) software.
This article is part of a larger series on CRM.
Customer relationship management (CRM) software for macOS and iOS operating systems is a must for sales teams using Apple devices. The best CRMs for Mac streamline sales and project management, work with apps like Safari, Apple Mail, Contacts, and Calendar, and offer tools to manage leads and foster customer relationships across multiple Apple device types. We found the six best Apple CRMs based on features, cost, strengths, and ease of use.
- Zoho CRM: Best overall CRM for Mac for an all-in-one solution to manage and grow customer relationships
- Pipedrive: Excellent Apple CRM for users who want to easily visualize sales deals in the pipeline
- Gro CRM: Solid option for small businesses that want to access CRM data across multiple types of Apple devices
- HubSpot CRM: Great choice for teams that want a free CRM for Mac that is both MacOS and iOS-friendly
- Insightly: Ideal CRM for Mac users looking for strong project management capabilities
- Daylite: Top CRM for extensive integrations with Apple’s ecosystem of apps
Best Mac CRMs Compared
 |  |  |  |  |  | |
|---|---|---|---|---|---|---|
# of Seats on the Free Plan | Up to 3 users | No free plan | No free plan | Unlimited | Free for up to 2 users | 1 user |
Starting Price for Paid Plans | $14 per user, per month | $14.90 per user, per month | $14.99 per user, per month | $45 per month, starts at 2 paid users | $29 per user, per month | $39.99 per user, per month |
Free Trial for Paid Plans | 15 days | 14 days | 14 days | 14 days | N/A | 14 days |
Lead Management | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Deal Management | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Mobile App | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Apple Device Access | Mac, iPhone, and iPad | Mac, iPhone, and iPad | Mac, iPhone, iPad, Apple TV, and Apple Watch | Mac, iPhone, and iPad | Mac, iPhone, and iPad | Mac, iPhone, and iPad |
Customer Support | Email and live chat during business hours (extended hours) | 24/7 customer support via live chat and email | Email and live chat support during business hours (extended hours) | Email, live chat, and phone support during business hours (extended hours) | Email and live chat for Plus; email, live chat, and phone support for Professional & Enterprise | Email and phone support during business hours |
If this list of Apple-friendly CRMs isn’t quite aligned to your business needs, check out our guide on the six best CRMs for small businesses.
Zoho CRM: Best Overall & Best All-in-One CRM for Mac Users
Zoho CRM
Overall Score: 4.93
OUT OF 5
What We Like
- Variety of customer communication platforms, including email, phone, and live chat
- Advanced analytics and predictive tools
- Robust mobile app
What's Missing
- Free plan is limited to 3 users
- Customer support is only available during business hours
Pricing Summary*
- Free plan: Up to 3 users
- Standard: $14 per user, per month
- Professional: $23 per user, per month
- Enterprise: $40 per user, per month
- Ultimate: $52 per user, per month
- Free trial: 15 days
*Based on annual billing. Monthly subscriptions are also available at higher rates.
Zoho CRM is an excellent CRM for Mac users as an affordable, all-in-one solution that offers essential features needed for lead, deal, and task management. These include omnichannel communications like email and phone, sales pipeline monitoring, and lead scoring.
There are also additional tools that can be downloaded straight from the Apple App store, like the robust mobile app that allows trigger actions with Siri shortcuts. It also has a feature called Mac Remote Desktop that allows users to connect to other Mac devices remotely through Zoho Assist.
However, Zoho CRM’s free plan is limited to only three users. Its customer support is also only available during business hours. Those who want unlimited users in a free Apple CRM should consider HubSpot CRM, while those who want 24/7 support can subscribe to Pipedrive.
Zoho CRM Features
With a robust feature set to help with everything from lead generation to streamlining workflows and closing deals, Zoho CRM offers a great all-in-one CRM solution for Apple users. Below are features we find most beneficial for Mac users:
- Email management: Integrate Zoho CRM with Zoho Mail to easily add and update email contacts to the CRM
- Notes: Record text or audio notes for sales records and activities and upload attachments
- Sales reporting: Real-time reports offer insights on a variety of metrics such as sales trends, marketing campaigns, and activity reports
- Data importation: Data importing tools allows users to easily migrate data from external spreadsheets and upload them to Zoho CRM
- Mobile app: Easily add prospect record notes, communicate with leads, and keep track of key performance indicators (KPIs), whether working in or outside of the office with Zoho CRM’s mobile Apple app
Zoho CRM’s lead page, which can be accessed on any Apple device, shows all important lead-related data, such as top lead owners and sources. (Source: Zoho CRM)
Find out more about why Zoho CRM is a great option for teams needing an all-in-one Apple CRM. Check out our comprehensive Zoho CRM review to explore this and other features the platform offers.
Pipedrive: Best Apple CRM for Visualizing Sales Deals
Pipedrive
Overall Score: 4.11
OUT OF 5
What We Like
- Simple visual representation of sales pipelines
- Offers revenue forecast reports
- 24/7 customer support via live chat and email
What's Missing
- No free plan
- In-app phone feature is limited to the two most expensive plans
Pricing Summary*
- Essential: $14.90 per user, per month
- Advanced: $24.90 per user, per month
- Professional: $49.90 per user, per month
- Enterprise: $99 per user, per month
- Free trial: 14 days
*Based on annual billing. Monthly subscriptions are also available except for the Enterprise plan.
Pipedrive is one of the best CRMs for Mac users and is especially popular for its customizable, visual sales pipelines. Besides being accessible on Mac computers, this feature can also be used by iPad and iPhone users. It makes it easy for users to see where deals or leads are in the pipeline, and drag-and-drop functionality makes it easy to move them forward to the next stage.
Moving a deal to a different sales pipeline stage. (Source: Pipedrive)
Pipedrive’s mobile Apple app gives users a complete view of each lead, deal, and opportunity, and can easily update these records anytime, anywhere. It also enables them to see their daily schedule and get reminders, making it a solid option for distributed teams and outside sales agents.
However, Pipedrive doesn’t offer a free plan, and its in-app phone is limited to the two most expensive plans. Users who want access to both offerings should check out HubSpot CRM.
Pipedrive Features
Pipedrive is a robust Apple CRM option. It allows users to create highly visual sales pipelines and provides tools to manage leads, such as a meeting scheduler, customizable email templates, and tracking for email and sales documents. Below are the Pipedrive features we find most beneficial for users:
- Fully customizable visual pipeline: Customize the visual pipeline to fit your sales process with unlimited stages, team members, or activity types
- Real-time data and action syncing: Real-time syncing between web and mobile apps
- Calendar management: Smart Agenda view lets users better manage their schedules and plan activities
- Easy data access: Users can access files related to all of their contacts and deals via iPhone or iPad
- 24/7 customer support: Around-the-clock support via live chat and email
- Mobile app: Pipedrive’s iOS Apple app makes it easy for agents or salespeople to access all their CRM data, see what needs to be done for the day, add notes quickly and prep for client meetings, and add and edit activities in a single tap
Pipedrive’s mobile app allows users to conveniently access all their CRM data on their iPhone, including deals, schedules, and activities. (Source: Pipedrive)
Read our expert Pipedrive review. It explores other features this platform offers, including tools to simplify your processes, move leads through the sales pipeline, and support a mobile workforce.
Gro CRM: Best CRM for Multiple Apple Device Support
Gro CRM
Overall Score: 4.01
OUT OF 5
What We Like
- Can be accessed from all Apple devices, including Apple Watch and Apple TV
- Fundamental CRM features for lead and deal management
- Among the most affordable options
What's Missing
- No free plan
- New users may experience an initial learning curve
Pricing Summary*
- Lite: $14.99 per user, per month
- Basic: $19.99 per user, per month
- Pro: $39.99 per user, per month
- Free trial: 14 days
*Based on annual billing. Basic and Pro plans have available monthly rates at a slightly higher price.
Gro CRM was specifically created to work on a wide range of Apple devices, including Mac, iPhone, iPad, Apple TV, and Apple Watch. This makes it easy for Apple users to integrate other applications they use, like iCloud, Contacts, Maps, Mail, and Calendar. It offers fundamental features expected in a CRM, such as lead and deal management, contact management, email integration and tracking, and invoicing.
While its pricing is among the more affordable Apple-friendly CRMs, Gro CRM doesn’t offer a free plan. New users may also experience a slight learning curve when using it for the first time. Apple users who want a free CRM system should try HubSpot CRM, while those who want easy-to-use software will find that in Zoho CRM.
Gro CRM Features
Gro CRM allows Apple users to easily manage their customer relationships through its dashboard with real-time updates and customer data. Below are some other features we find most beneficial for users:
- Omnidevice access: Works seamlessly across the widest range of Apple device types, including iPhone, iPad, Mac desktop, Apple TV, and Apple Watch
- Lead and deal management: Get a complete view of lead status and activities, including deal stage, potential revenue, and communication logs
- Invoicing and payment processing: Generate and send invoices from the platform or handle payment processing through integration with Stripe
- Call center feature: Streamline lead follow-ups using the contact queue system
- Mobile app: The iOS-supported Gro CRM mobile app has a simple interface but a multitude of features, enabling you to manage customer relationships from anywhere
Gro CRM’s lead page displays all the details and updates related to a contact or lead to keep everyone in the sales team updated. (Source: Gro CRM)
HubSpot CRM: Best Free CRM for Mac Users
HubSpot CRM
Overall Score: 4.00
OUT OF 5
What We Like
- Intuitive, easy-to-use interface
- Free plan supports unlimited users as well as 1 million contacts and companies
- Robust email marketing tools
What's Missing
- Free plan lacks access to customer support and is limited to forums
- Workflow automation tools are not included in the free plan
Pricing Summary*
- Free: Forever free for unlimited number of users
- Starter Sales Plan: $45 per month for 2 paid users
- Professional Sales Plan: $450 per month for 5 paid users
- Enterprise Sales Plan: $1,200 per month for 10 paid users
- Free trial: 14 days
*Based on annual billing. Monthly subscriptions are also available at higher rates.
HubSpot CRM‘s mobile app can be accessed by Apple users through iPhone or iPad, and its web-based app using their Mac laptop. HubSpot CRM has a free plan for an unlimited number of users that includes features such as lead and deal management, an in-app phone, and sales reporting.
Another great HubSpot feature is its email automation tool that lets users deploy professional-looking email marketing campaigns. However, HubSpot CRM’s free plan lacks customer support and doesn’t include automation tools, such as workflow and task automation. Zoho CRM is the best alternative for users who want access to both of these features.
HubSpot CRM Features
HubSpot is an easy-to-use, free CRM that helps agents track their lead progress and sales performance that can scale with powerful tools and features as your business grows. Below are some of the features we find most beneficial for HubSpot users:
- Remote access: See upcoming tasks, to-do’s, meetings, and reminders associated with your sales deals
- Calendar scheduling and syncing: Robust scheduling features that integrate well with Apple Calendar
- Email marketing: Ready-made, professional-looking templates for email marketing campaigns
- Task management: Set up a series of follow-up tasks to manage multiple clients and projects
- Billing and invoicing: Generate quotes and invoices within the system
- Mobile app: Create tasks, reminders, and deals, find the warmest leads with the detailed activity feed, and live chat from anywhere
HubSpot CRM’s dashboard lets Mac users see a general overview of all their ongoing sales activities. (Source: HubSpot CRM)
HubSpot CRM is one of the most popular sales management solutions, and is well-known for its robust lead generation and nurturing tools, ease of use, and extensive integration capabilities. Check out our HubSpot CRM review to explore more features and find out if it’s a good option for your business.
Insightly: Best Mac CRM for Project Management Features
Insightly
Overall Score: 3.59
OUT OF 5
What We Like
- Robust project management tools from project creation to completion
- Automation tools reduce manual and repetitive sales tasks
What's Missing
- No free plan or free trial
- No monthly plans
Pricing Summary*
- Free: Up to 2 users
- Plus: $29 per user, per month
- Professional: $49 per user, per month
- Enterprise: $99 per user, per month
*Based on annual billing.
Insightly is accessible through Mac, iPhone, and iPad. Its robust project management tools make it easy for users to seamlessly create projects from won deals, assign tasks, and track the progress of various projects from Apple devices. The iOS phone and tablet-friendly Insightly mobile app lets users scan business cards and automatically add contacts, new leads, access conversation history, and record voice notes.
Insightly offers a free plan with basic features for up to two users. However, they do not offer monthly plans and must be purchased through an annual contract. Users who want access to a free plan with unlimited users can consider HubSpot CRM, while those who want to pay on a monthly basis can consider Pipedrive.
Insightly Features
Insightly offers lead routing tools based on prospect activities that help speed up the user sales process. Below are features we find most beneficial for users:
- Push notifications: Users receive notifications when a lead gets assigned or a project status gets updated
- Project management: Track projects, milestones, and related correspondence, and schedule and assign tasks associated with projects
- Task automation: Build automated workflows, tasks, emails, and CRM reports to reduce manual and repetitive tasks
- Voice memos: Record voice notes about new or existing leads and opportunities and save them in the system
- Mobile app: Insightly’s mobile app includes all the functionality of its software, and users will love having the ability to scan business cards and add contacts directly to the CRM
Insightly allows users to easily track and follow the progress of all their projects through Mac, iPhone, and iPad. (Source: Insightly)
Insightly is a great CRM option for users who need robust task and project management tools due to its task automation and project tracking features. Check out our Insightly review to explore other features that this platform offers.
Daylite: Best CRM for Mac With Extensive Apple App Integrations
Daylite
Overall Score: 3.15
OUT OF 5
What We Like
- Seamless integration with Apple’s ecosystem of apps, including Mail and Calendar
- Minimalistic and sophisticated interface similar to Apple
What's Missing
- Free plan is only for one user
- No option to scale up as there is only one pricing plan available
Pricing Summary
- Daylite monthly pricing: $39.99 per user, per month
- Daylite annual pricing: $399 per user, per year
- Free trial: 14 days
Daylite offers strong CRM integration capabilities with Apple’s entire ecosystem of apps, including Mail, Calendar, Contacts, Notification Center, Siri, Caller ID, and Apple’s Multitasking feature. Users also have access to essential CRM features such as lead and contact management, sales pipeline tracking, email marketing, and reporting and analytics.
However, Daylite’s free plan is only for one user and it doesn’t have a range of pricing tiers that enables users to scale the CRM’s features as their businesses grow. HubSpot CRM is the best option for those who want a free plan for unlimited users, while those who want scalable, tiered pricing plans will want to try Gro CRM, Insightly, or Pipedrive.
Daylite Features
Daylite is a great Mac CRM that seamlessly integrates with a wide range of Apple apps. Below are features we find most beneficial for users:
- Siri integration: Accomplish tasks and find information easily using Siri voice commands
- Calendar scheduling: Sync schedules and appointments both ways between Daylite and Apple’s Calendar app
- Contact management: Two-way contact syncing between Apple Contacts and Daylite
- Roles and access permission: Improve data security by setting permissions for users and roles
- Mobile app: Everyone on your team can monitor client communication and follow-ups and know what needs to be done next to close more deals
Daylite users can see their schedules and appointments from both the CRM system and the Apple Calendar app. (Source: Daylite)
Daylite is a simple CRM that is designed like most Apple app interfaces, making it easy for Apple users to navigate. Check out our Daylite review to explore other features that this platform offers.
How We Evaluated the Best CRMs for Mac Users
The best CRMs for Mac and Apple devices should be priced fairly and be affordable for small businesses. It should offer robust lead generation and nurturing tools to support sales operations, provide reporting and analytics, be easy to set up and operate, and provide a range of customer support options. It should also integrate seamlessly with Apple productivity tools like Calendar, Mail, and Contacts.
We found Zoho CRM as the best overall choice for a CRM for Mac users based on pricing, features, and easy setup. It offers seamless integrations with Apple products and a well-designed mobile iOS app to improve productivity and collaboration. It also offers essential CRM features, such as lead and deal management, opportunity tracking, omnichannel communication tools, and a variety of useful CRM analytics.
Click through the tabs below to learn more about our evaluation criteria:
40%
Pricing
20%
General Features
15%
Ease of Use
15%
Support
10%
Expert Score
40% of Overall Score
Cost is always an important factor, so CRM pricing was the most heavily weighted when reviewing our top picks. We also considered the availability of a free plan, pricing of entry tiers, savings for annual prepayment, and whether or not monthly billing options are available.
20% of Overall Score
We looked at features we consider a necessity in Apple CRM software that uses macOS and iOS operating systems, including reporting and analytics functions, customizable pipelines, integrations, and mobile apps.
15% of Overall Score
User-friendliness and intuitiveness were two of our key considerations when looking into a software’s ease of use. This was analyzed in terms of the expertise needed to integrate it with other macOS tools, the skill required to operate the system, and the overall usability.
15% of Overall Score
Support is a critical part of running any CRM system, especially for small businesses that don’t have in-house technical support. We analyzed the types and availability of support offered by these providers through live chat, email, and phone.
10% of Overall Score
We looked through existing customer reviews on credible sites to measure the level of satisfaction current users have and any problems they typically encounter. We also added our thoughts and expert opinion on key features, value for money, and popularity.
*Percentages of overall score
