Here’re the top 7 free CRM solutions with the highest user ratings.

• What Is The Best Free Crm
• Crm Macos Free
• Apple Crm Software
• Crm For Mac Os
• Free Crm System For Mac

Daylite for Mac. Daylite is a CRM and Project Management app for teams of 1-100 employees that use Macs. Keep track of communication with clients and the status of projects and deals all in one place, even when you are working offline. 4.57 ( 326 reviews) Compare. 12 best free CRM (try before you buy) Free CRM systems offer the opportunity to try out a platform with your team and see if you can derive value from it without dishing out on the initial investment—especially if you’re a small business or a budding startup on a lean budget a crm for small business is the way to go.

• About HubSpot CRM: HubSpot CRM is cloud-based CRM software for Mac that helps companies track and nurture leads and analyze business metrics. It is suitable for any business in a variety of segments, including accounting, construction, retail, etc. It allows users to create and manage email templates, track the performance of emails, etc.
• Dec 29, 2017.
• Choosing a CRM solution that offers unrestricted functionality on Mac devices — stationary or mobile — may make a significant difference to your Mac-using business. Salesforce CRM technology lends itself naturally to mac users, and thanks to cloud technology, should your organization ever choose to make the switch to one of the other.
• Aug 21, 2020.

The sales team of any business or organization can keep track of the sales and manage other prospects by using proper set of tools. For all those who require a tool which can help with the proper management of sales, customer relationships and other business related matter, the Free CRM Software is the best one for you. This article describes some of the best Free CRM Software tools that are.

What is CRM Software?

Customer relationship management (CRM) software allows businesses to better manage customer interactions, support, and relationships through reliable systems and processes. It also integrates organizational processes across marketing, sales, and customer service.

Let me ask you a few questions:

• Does your business use spreadsheets to manage customers?
• Do you want to modernize your sales operations?
• Do budget constraints prevent you from purchasing a full software suite?

If you answered “yes” to any of these questions, you need a solution ASAP. Usually, this means purchasing software or hiring consultants. However, you may not have to spend any money at all. There are many free and open source customer relationship management (CRM) solutions that offer the same functionality and benefits as a paid tool.

A free tool will offer you the productivity of using sales and CRM software without spending any money. What you need to do is search for a free or open-source CRM tool that offers the features you need to meet your long-term business needs.

And that’s where this report can help you. To help you find the right free CRM solution, we analyzed about 160 free and open source solutions on Capterra. Then, we shortlisted the seven best solutions in the market.

What does “best” mean? Each of the seven tools listed in this piece has a minimum user rating of 4.36 out of 5 from 2018 to 2019. This rating is the average overall rating for CRM solutions on Capterra. You can find our full methodology here. Products are presented in alphabetical order.

7 best free and open source CRM solutions

Jump to:

• 
  Flowlu
• 
  Freshsales
• 
  HubSpot CRM
• 
  Really Simple Systems CRM
• 
  SuiteCRM
• 
  Vtiger CRM
• 
  Yetiforce

1. Flowlu CRM

Flowlu CRM is a cloud-based tool for businesses of all sizes. Its free version offers CRM features such as lead management, contact management, quoting, invoicing, and project management.

Flowlu’s unique selling point (USP) is that it also offers a few business management features such as project management and accounting. This makes it ideal for first-time CRM software buyers who want to automate functions such as sales, marketing, customer service, and finance.

If after using Flowlu you want to upgrade, you can pay for advanced features such as API integration, access control, time tracking, cash flow management, and a knowledge base.

Cost to upgrade: Apart from the free version, Flowlu has four pricing plans: Team, Business, Professional, and Enterprise. The Team edition is priced at $29 per month for up to eight users.

Most suitable for: Businesses of all sizes that are looking to manage various functions, such as sales, marketing, and finance, with the help of software.

Mobile apps: Android, iOS

Opportunity management in Flowlu

2. Freshsales

Freshsales is a CRM tool for businesses of all sizes. Its freemium plan offers contact management, lead management, email marketing, and interaction management.

The USP of the Freshsales freemium offering is the unlimited number of users and contacts. This plan also offers phone and email support.

The paid versions offer features such as sales pipeline management, SMS integration, built-in phone, workflows, multicurrency support, and a mobile app. Freshsales can be deployed on premise or on the cloud.

Cost to upgrade: There are four upgrade options: Blossom, Garden, Estate, and Forest. The Blossom plan starts at $19 per user per month.

Most suitable for: Businesses of all sizes that need a free solution for more than two users.

Mobile apps: Android, iOS

Lead scoring dashboard in Freshsales

3. HubSpot

HubSpot is a cloud-based CRM solution for small and midsize businesses (SMBs). Its free version includes contact management, email scheduling, live chat, and meeting management.

HubSpot’s USP is its contact activity tracking. The free version lets you track the activity of contacts on your website for up to seven days after they are added to your contact list.

HubSpot’s CRM is completely free and there are no upgrade costs. But you may need to purchase other HubSpot products, such as Marketing Hub(for marketing automation), Sales Hub (for sales automation), and Service Hub (for customer service automation), to support the CRM.

Cost to upgrade: HubSpot CRM is free for all users. However, you have to pay for other HubSpot products that support and enhance the CRM’s functionality.

Most suitable for: SMBs that are currently using spreadsheets to manage customer communications and want to improve contact lists with basic CRM software.

Mobile apps: Android, iOS

Deals pipeline in HubSpot CRM (Source)

4. Really Simple Systems CRM

Really Simple Systems CRM is for small businesses. Its free version supports up to two users and includes sales pipeline management, document management, contact management, and reporting functionalities.

The free version’s USP is the API integration. It lets you connect your other applications, such as accounting and project management, and handle 50 API calls per day.

Free Crm Software For Mac

Really Simple System CRM’s paid versions offer access control, advanced reports, single sign-on, and marketing automation functionalities.

Cost to upgrade: The vendor offers three upgrade plans: Starter, Professional, and Enterprise. The Starter package is priced at $15 per user per month.

Most suitable for: Small businesses looking for a free CRM solution that integrates seamlessly with the business software they currently use.

Mobile apps: Android, iOSS

Dashboards in Really Simple Software CRM

5. SuiteCRM

SuiteCRM is an open source CRM solution for businesses of all sizes. It allows users to manage customer interactions across sales, marketing, and customer service teams.

SuiteCRM offers different open source solutions for startups, small businesses, and enterprises, making it suitable for businesses of any size and type.

Cost to upgrade: SuiteCRM is an open source product. It is available for free.

Most suitable for: Businesses of all sizes looking for an open source CRM software.

Mobile apps: Android, iOS

Lead management in SuiteCRM (Source)

6. Vtiger CRM

Vtiger CRM works well for SMBs and can be deployed either on-premise or on the cloud. The open source (i.e., the free) version includes contact management, marketing automation, sales automation, and customer support modules.

The open source version’s highlight is its Microsoft Outlook plug-in, which allows users to send emails and sync their calendar with Outlook.

Vtiger also offers paid cloud-based plans for managing sales, marketing, and help desk operations.

Cost to upgrade: The open source version of Vtiger is free for everyone.

Most suitable for: Businesses of all sizes looking for a CRM solution that integrates with their Microsoft Outlook account.

Mobile apps: Android, iOS

Sales opportunity tracking in Vtiger CRM

7. Yetiforce

Yetiforce is also an open source CRM solution for businesses of all sizes. It has the highest recommended rating on this list. The software helps businesses manage leads, store contacts, track meetings on their calendar, send email campaigns, and manage customer interactions.

Yetiforce maintains an active GitHub repository for tech-related queries to help tech teams customize the product.

Cost to upgrade: Yetiforce is an open source solution, and therefore, available for free.

Most suitable for: Businesses of all sizes that have global operations, especially in Europe.

Mobile apps: Not available

Leads dashboard in Yetiforce

The final verdict: Which free or open source solution should you purchase?

After reviewing our list of free and open source CRM solutions, the next step is to find a solution that best fits your business needs. Follow these steps to find the right product for your business:

• Decide whether you need a free or open source solution. Compare each solution’s total cost of ownership (TCO) by checking the costs of implementation, data storage, training, IT staff hiring, upgrades, and other important factors.
• Ask your IT staff/consultants/third-party IT services provider whether they can implement an open source CRM on your existing network infrastructure.
• Review this list and select the features that will meet your vital business needs. Eliminate products that don’t offer the essential features.
• Compare the free usage limits (such as the number of free emails or contacts) and shortlist products based on your current requirements.
• Compare the upgrade costs of the various products and select one that will fit your budget when (or if) you upgrade the solution in the future.

If you are currently using a free CRM solution that’s working well for you, let us know about your experience in the comments section below.

Methodology

This article was updated Aug. 2, 2019. Products considered for this article fulfill the following criteria:

Free products

For the purposes of this article, we classified a product as free if:

• It offers a free, standalone version of the software.
• It is not a trial version of the software where you must purchase a paid version after a limited amount of time.

Open source products

For open source software to be evaluated for this article, the tool has to make its source code open to everyone to inspect, modify, and enhance. The source code must also have been updated (full version or small fix) within the past 12 months and must support one of the following operating systems: Windows, Mac, or Linux.

Selection criteria

Autocad 2018 mac os download. The products that met the above criteria were then evaluated against our CRM software definition—customer relationship management software helps organizations manage information (e.g., contact details) about current and potential customers. CRM is a technique of putting customers at the heart of your business and using data about them to tailor a unique experience for each individual.

The software consolidates customer information in one repository so that businesses can better organize and manage relationships, automates the common processes, and provides tools for monitoring performance and productivity.

This check verified the basic CRM capabilities and appropriateness for the category. A product was classified as CRM software if it contained all the core features—contact management, interaction tracking, and lead management.

Software that met the market definition also needed a minimum of 10 reviews published on the CRM software category page between May 8, 2018, and May 7, 2019.

Disclaimer

The content in this piece provides opinions and points of view expressed by users and does not represent the views of Capterra.

Looking for Customer Relationship Management software? Check out Capterra's list of the best Customer Relationship Management software solutions.

Does it seem as though there are no user-friendly Mac CRM software programs available? If you are feeling frustrated, you are not alone. Many business owners are faithful to Apple.

Most will agree that once you use Apple products, there is no alternative to even consider. For whatever reason though, software manufacturers prefer to cater to Window PCs. This is probably because one would speculate that creating programs for the Apple system is more expensive so there are fewer profit margins.

This is rather unfortunate considering Apple is becoming a preferred pick in the business world.

Best Mac CRM Software For Small Business:

Content

GROCRM

Team Gro is founded by a dedicated team of Apple developers, ex-Apple employees, designers, IT system and security architects and CRM experts. We’re passionate about business on the mac.

We see things a bit differently. We believe a business app should be sexy; not dull and boring. We believe a business app should be simple yet, powerful. We believe a business app should be feature rich all the way down to the smallest device. We believe Apple users deserve a first-class CRM app built just for them.

Our mission is to disrupt the status quo, to challenge what the world once thought a CRM should be. Industry leaders beware: Team Gro is here changing the way a business app should be and we are only just getting started…

VIPORBIT

Vipor CRM. Vipor CRM is the contact manager app for mobile business professionals to manage their contacts, calendar and customer interactions.

VIPORBIT

AZORSOFTWARE

Azor is built on the rock solid fundament of FileMaker database software, trusted daily by millions of professionals.

Sales & CRM

Free Crm Software Reviews

Fully coordinated to your branch

All your client and contact information easy to understand. Azor supports you in assessing leads & prospects per branch, sector or sales channel. In combination with the to-do module you can schedule and check-off all sales processes.

• You can generate reports for your specific needs.
• Summary of your contact information.
• Send invoices, quotations, costs incurred.
• Generate clear sales forecasts directly.
• Make advanced selections for Direct Marketing campaigns.
• Easily send out paper or digital mails.

DAYLITEMAC

Daylite For Mac Daylite Consulting & Support CRM For Mac, iPhone & iPad. Daylite for Mac offers certified Daylite and Apple support for your business. We offer Daylite sales, installation, setup and support, both onsite and remote.

Free Desktop Crm Software

DAYLITEMAC

NTRACTIVE

Elements CRM the #1 Mac CRM for Apple Business. Grow your Mac business on Mac, iPad, and iPhone. Mac CRM Solution To Grow Your Business.

IXACTCONTACT

Real Estate CRM and Marketing Solution IXACT Contact. IXACT Contact offers real estate CRM and marketing all in one integrated solution. Explore our program for REALTORS® and sign up for a free 5-week trial.

IXACTCONTACT

NCHSOFTWARE

NCH Software – download free, software Programs Online. Download one of NCH Software’s many free software programs in the audio, video, business, graphics, computer utility and dictation space for Windows or Mac.

Free Crm Software App

SPINOFFICE-CRM

CRM software – Customer Relationship Management – SpinOffice CRM. Organize your business with SpinOffice CRM. The only CRM application that will save you time managing your relationships. Mobile, cloud based & encrypted.

SPINOFFICE-CRM

Updated: Top Mac CRM Software:

REALTYJUGGLER.COM – While the selection of Mac Real Estate Software products is limited, the quality of the options available is excellent. The leading Mac CRM Software product is called RealtyJuggler Real Estate Software and is published by RealOrganized, Inc. RealtyJuggler has a loyal customer base and the developer has been around since 2004. The product is upgraded regularly and the technical support is excellent.

INSIGHTLY.COM – #1 Free CRM for Small Business: Online Customer Relationship Software. Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide.

DOLIBARR.ORG – Open Source ERP CRM software – web business suite Dolibarr. Web based ERP and CRM Open Source software package to manage a professional or foundation activity (sme, freelancers, large companies): quotation or commercial proposals, invoices, products, contacts, agenda, orders, purchases, stocks, emailings,… Dolibarr suite works by modules addition like do SugarCRM, Odoo or OpenBravo but was designed to be more simple to use.

Average rating 5 / 5. Vote count: 1

What Is The Best Free Crm

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Download Free Crm For Mac Windows 10

Personal contact info – [email protected]

Permanent Address :- Montville, NJ

Free Crm For Mac

CEO and co-founder at Cloudsmallbusinessservice.com

Introduction

The CRM market’s size has tripled since 2010, attracting a more and more diverse user base as implementation costs have dropped and the overall software ecosystem has matured.

No surprise then that there are lots of CRM software targeted at Mac users. The majority of CRM are now SaaS, cloud-based apps that run in your web browser of choice, so whether you’re using Google Chrome, Safari, or Mozilla Firefox on your MacOS, you’ll be good to go.

Customer relationship management software can help teams using Apple devices to organize their work more efficiently. There’s a range of benefits for business activities across the board, from managing the sales process to customer support, document management, and building effective landing pages.

Benefits of using CRM software for Mac

Mac CRM software offers a holistic range of benefits for your business. From centralizing info to automating tasks and analyzing data, the idea is to provide an ‘all-in-one’ work solution that runs seamlessly in iOS and MacOS environments.

This will help give you the fundamental platform you need to grow your company on your own terms, using the devices you already run your business on. Some features to look for include good task management and contact management tools, compatibility with Apple Mail, and an iOS-friendly mobile app that works on your iPhone and iPad.

Improve team collaboration

Collaborative CRM features help your team work together more effectively. Assign tasks, track deals through stages, monitor workloads, share customer information, and @ other team members to give them a heads-up. In-app chat lets remote and distributed teams collaborate together in real-time.

Increase efficiency in serving clients

Serve clients more efficiently with quick access to their detailed contact records, including purchase history and interactions with other team members. Provide more timely service and support by receiving in-app notifications for customer inquiries across multiple channels (social media, web form, email, voice, and more). Automation tools for transferring inquiries to the most relevant agents, and collaborative tools to involve multiple team members also make your responses smarter.

Make better client relationships

Getting a Mac CRM will improve all your relationships with better timed, and better-targeted communication. Easy access to detailed contact records, including conversation and deal history, will ensure more informed interactions. Receiving task notifications and follow-up reminders will keep your communications on time, contributing to improved customer experience, reduced churn, and bonafide customer loyalty.

Automate everyday tasks

Eliminate menial admin tasks with automated data entry, smart identification of potential customers, lead and customer tracking, drip email marketing, follow-ups, and information field updating. Marketing automation, sales force automation, and service automation features free up time for human, high-level cognitive tasks like one-on-one engagement with customers.

Improved data and reporting

CRM provides a ‘single source of truth’ for your business, taking siloed data from other platforms and integrating it with data generated by your activities in CRM. Reporting tools allow you to monitor sales activity and sales trends, plus a multitude of other business activities (including team member productivity), so you can identify successful strategies and areas that need improvement.

Key features of Mac CRM

Mac and iOS friendly system interface

CRMs for Mac have been designed specifically for MacOS and iOS, meaning they work seamlessly with the operating systems you use every day. You can access your SaaS cloud-based CRM from Chrome, Safari, Mozilla, and other browsers on any Mac system.

Support for iPhone & iPad

A mobile CRM app comes standard with most CRMs for Mac, bringing business productivity on-the-go. Being able to chat with clients, access contact records, view your sales pipelines, and access other CRM features from your iPhone and iPad, you’ll never miss an out-of-office opportunity.

Easy-to-use task management

Task management tools let you assign tasks to specific team members, giving everyone full visibility on who is doing what, and when deadlines are. Send out reminder notifications to stay on-task, put all your work processes in one place, and deal with task and workflow processes on-the-fly.

Easily integrate with Macintosh e-mail

Integration with Mac’s Mail platform lets you two-way sync emails from your CRM to your inbox and vice-versa. This integration saves you flipping between inboxes and ensures contact information flows freely from Apple Mail to your CRM.

Cloud support

SaaS CRM is cloud-based, meaning you’ll have access to the app and all associated data 24/7. Data is securely stored through the vendor on a service like Amazon Web Services, Google Cloud, or Microsoft Azure. CRM vendor customer support will be around to help you with any technical issues you may have.

Top 15 best Mac CRM

Daylite

Benefits:

Daylite is a CRM designed specifically for Mac, iPhone and iPad users. It’s a pretty good platform for startups and small businesses of up to 100 people looking to expand their client list and projects so they can scale.

The Daylite set of tools are divided into CRM features and project management tools. The idea here was to break down the old division between customer-facing tasks and internal ones. It isn’t just for sales and marketing. All departments can use it to stay informed of what’s going on with a project for a client.

Other great assets are the Daylite Mail Assistant, which integrates directly with Apple Mail (something very few platforms do). Daylite offers loads of customization options. These include a variety of ways to categorize and tag contacts, tasks, projects, deals, etc. It allows you to create custom and flexible reports, as well as administrative team and user permissions. Finally, as a Mac tool, it works with other Apple apps like Calendar, Contacts and even Siri.

Drawbacks:

Daylite only has one plan. This means there’s less flexibility in pricing and packages. Another limitation here is that it’s only meant to be a CRM and Project Management app for Apple users.

Pricing:

• Daylite is $24 per user per month, billed annually. Visit the vendor’s site for the most current prices or specials.

Daylite offers a 30-day free trial. It also includes a complimentary 30-minute onboarding call to help new users get started.

Website:marketcircle.com

HubSpot CRM

Benefits:

• Manages workflows for improved project management; you’ll be able to effectively assign and track leads, keep an eye on the sales process, and record customer interactions across channels

• Well-built iOS native app with good functionality on iPad and iPhone

• Works with both G Suite and Microsoft Office

• Zapier integration enhances usefulness by making it easy to share information across apps, such as Google Sheets, Slack, Facebook Lead Ads

• HubSpot CRM is free, so you can get started without overhead, while paid add-on packages for HubSpot pile on features like reporting, AI, and advanced automation

Drawbacks:

• Limited customization options

• The basic, no-cost CRM’s features are many but basic, and you may eventually need to buy Sales Hub or one of HubSpot’s other add-on packages to boost the CRM’s capabilities

Pricing:

• HubSpot CRM is free, and the number of users is unlimited

• Marketing Hub, Sales Hub, and Service Hub add-on packages are $50 each per user/per month, billed monthly

• HubSpot CMS starts at $300 per month, billed monthly

• All-inclusive Starter Growth Suite starts at $113 per user/per month, billed monthly

There are no free trials for the add-on packages.

Website:hubspot.com

Zoho CRM

Benefits:

• Zoho CRM is easy-to-use, with a simple user interface targeted at small businesses, including customizable modules, automation, and social media features

• Lets you define workflows and rationalize everyday tasks, as well as manage leads

• CRM and Mail apps for iOS allow for Apple-friendly productivity on the move

• Data porting features allow you to quickly migrate your data from spreadsheets and contact management software to the Zoho platform, making implementation pretty straightforward

• Integrates with Twitter, Facebook, and Google+ for reaching out and engaging with leads quick and snappy, at just the right time

Drawbacks:

• Zoho doesn’t have individual email tracking or lead notifications; that can be limiting if you rely heavily on one-on-one engagement

• Add-on modules are priced on top of the existing CRM product you purchase, so costs can increase significantly as you expand your use of the platform

Pricing:

• Free version is available for up to three users and is targeted at home businesses

• Standard version is $12 per user/per month, billed annually

• Enterprise version is $35 per user/per month, billed annually

A free trial is available for the Standard and Enterprise versions.

Website:zoho.com/crm

Pipedrive

Benefits:

• Flexible and results-oriented CRM that allows you to construct multiple sales pipelines with customizable, unique stages appropriate to a specific product/service’s context

• Reminders, notifications, and follow-up alerts automatically keep you on task

• iOS app for calling, contact management, activity tracking, and more on the move

• Customize data fields and workflow for your distinct business processes

• Low learning curve speeds pace of implementation

Drawbacks:

• No internal emailing platform, so you’ll have to use the app’s Mailchimp integration

• Pipedrive Dealbot integrates with Slack, giving you a heads up in both apps when a deal is identified, won, or lost, but notifications get lost easily in normal Slack chat

Pricing:

• The Essential plan is $12.50 per user/per month billed annually, and $15 billed monthly

• The Advanced plan is $24.90 per user/per month billed annually, and $29 billed monthly

• The Professional plan is $49.90 per user/per month billed annually and $59 billed monthly

• The Enterprise plan is $99 per user/per month, billed annually

A 14-day free trial is available for the Essential, Advanced, and Professional plans.

Website:pipedrive.com

Zendesk Sell

Benefits:

• Useful for prospecting, deal-making, and improving customer retention and conversions with timely sales interventions and follow-ups

• Sales automation gives sales reps the space to focus on the more important things

• Set triggers when you get a new lead, qualified deal, or incoming deal; everyone on the team gets a heads up and the opportunity to analyze and collaborate, so there are fewer meetings and less crossed wires

• Lead prioritization capabilities and tools like funnel tracking, custom lead forms, customizable lists, communication templates, conversion rate tracking, and channel optimization make it easy to gain context on leads

• Android/iOS version is the #1 rated mobile sales app

Drawbacks:

• Some users have reported a slow loading time and mistakes in automated data entry

• Entry-level pricing might be too high for a startup or small business.

Pricing:

• Contact Zendesk directly for pricing and custom plans

No free trial is available.

Website:zendesk.com/sell

Freshsales

Benefits:

• Easy to get up-and-running with critical startup features like lead management, email management, and pipeline management

• Lead capture lets you grab leads from emails automatically, and you can also sort out your own lead scoring criteria to better keep track of who’s who and who’s most likely to convert (it’s possible to set custom organizational parameters too)

• Access customer data and track sales pipeline on your iPhone with iOS app

• There’s a “free forever startup plan” limited to 10 users and 10,000 records (aka leads, contacts, accounts, and deals); it’s a bit hidden, however (you’ll have to sign up for a 21-day free trial, which gives you the full-stack version of the software; at the end of the period, you’ll be asked if you’d like to commit to one of four paid plans or continue with the free, no-frills version)

Drawbacks:

• Once you start to expand your use of Freshsales and access more complex features, there is a significant learning curve

• Sorting and filtering tasks is less intuitive than it could be

Pricing:

• Blossom plan for small teams is $12 per user/per month, billed annually

• Garden plan for growing teams is $25 per user/per month, billed annually

• Estate plan for large teams is $49 per user/per month, billed annually

• Forest plan for enterprises is $79 per user/per month, billed annually

A 21-day free trial is available for all Freshsales plans.

Website: freshworks.com/freshsales-crm

Bitrix24

Benefits:

• Bitrix24 is a comprehensive CRM that handles sales management and marketing campaigns, and helps your team collaborate effectively

• Allows you to create unlimited work and user groups, set up an HR help desk, and centralize the storage of documents in-app

• iOS app with mobile CRM (allowing access to deals, contacts, companies, products), public/private chat, activity stream calendar, and project and task management

• Bitrix24 offers a free version for up to 12 users with 5 GB of storage, targeted specifically at startups, with HR, task, lead, contact, and project management tools (it’s actually the most popular free CRM in the world)

Drawbacks:

• UI is a bit “busy,” which can hinder app navigation

• There are customization and configurability limitations

Pricing:

• Free starter business tool suite for up to 12 users

• Start+ plan for up to 2 users is $19 per month billed annually, and $24 per month billed monthly

• CRM+ plan for up to 6 users is $55.20 per month billed annually, and $69 per month billed monthly

• Project+ plan for up to 24 users is $55.20 per month billed annually, and $69 per month billed monthly

• Standard plan for up to 50 users is $79.20 per month billed annually, and $99 per month billed monthly

• Professional plan for unlimited users is $159.20 per month billed annually, and $199 per month billed monthly

The prices above are for the cloud-based version; On-premise solutions are also available. There are no free trials for paid plans.

Website:bitrix24.com

Copper

Benefits:

• Automated data entry, smart identification, lead and customer tracking, plus optimization of sales contacts and opportunities

• Native integration with G Suite, meaning data import is seamless from Gmail and other Google tools you most likely use every day

• iOS app has great UX, with easy management of sales process through visual pipelines

• Improves management of teams and workflows with weekly pipeline progression reports using drag-and-drop functionality, custom filters, and alerts when deals might be going stale

• Provides an eye-pleasing sales pipeline for easy tracking and managing of leads through the qualification process

Drawbacks:

• Despite its excellent UX, it has a moderate learning curve, so be forewarned you’ll need to set aside some time for implementation

• Sometimes there are issues with Excel data import, meaning you’ll be required to manually enter information into Copper

Pricing:

• Basic plan is $19 per user/per month, billed annually

• Professional plan is $49 per user/per month, billed annually

• Business plan is $119 per user/per month, billed annually

Copper offers a 14-day free trial for all plans.

Website: copper.com

Insightly

Benefits:

• Streamlined, user-friendly CRM platform for tracking contacts, communications, projects, sales and documents in a single interface

• Provides customization options for structuring and accessing customer data, including customized data capture, display, and validation; users can also create their own specialized fields to add unique information, such as customer types, subscriptions, contract renewal dates, and billing ID numbers

• Smooth pipeline integration between CRM features, like managing contacts and customer data, tracking opportunities (aka sales leads)

• Insightly sidebar runs as a handy Chrome extension, letting you save Gmail messages directly to your CRM so you can easily cross-reference contact information

Drawbacks:

• Two-way sync for Google Calendar can be glitchy at times, with events not displaying for other team members

• Custom fields for contacts are capped at 25

Pricing:

• “No-frills” plan is free for up to two users

• Plus plan is $29 per user/per month, billed annually

• Professional plan is $49 per user/per month, billed annually

• Enterprise plan is $99 per user/per month, billed annually

A 14-day free trial is available for the Plus and Professional plans.

Website:insightly.com

Gro CRM

Benefits:

• Covers full spectrum of business processes, including lead acquisition, deal tracking, task management, invoicing, order processing, and much more

• Developed specifically as a mobile CRM for iOS 13, Apple Watch, iPhone & iPad, so the app has excellent, desktop-level mobile features and UI on-the-go

• Integrated email app routes your prospects into leads and customer contact lists, which saves time and seamlessly increases visibility.

Crm Macos Free

Drawbacks:

• A desktop app is in the works, but it's not available yet; that may be a deal-breaker for some teams who want both an out-in-the-field and in-the-office solution

Pricing:

• Solo plan for a single user is $14.99 per seat/per month billed annually or monthly.

• Basic plan for team CRM is $19.99 per seat/per month billed annually, and $24.99 per seat/per month billed monthly.

• Pro plan for core CRM is $39.99 per seat/per month billed annually, and $49.99 per seat/per month billed monthly.

A 14-day free trial is available and offers the full features of the Pro plan.

Website:grocrm.com

Odoo CRM

Benefits:

• Odoo CRM handles leads, sales forecasting, and all the other CRM features you might need, while a modular design lets you mix and match different features to meet your business requirements

• The open source Community Edition of Odoo CRM plugs into the 10,000+ apps in the vendor’s orbit, which are configured to integrate with one another seamlessly

• Odoo mobile app for iOS allows easy access to CRM and other Odoo modules you may use

• If you’re in retail, restaurants, or other brick-and-mortar enterprises, you may be interested to know Odoo has a very useful point of sale app; working with other Odoo apps, point of sale data can easily flow into your inventory management, email marketing, and sales operations

Drawbacks:

• Open source version of Odoo CRM has a significant learning curve, and you’ll have to pay special attention to setting it up and implementing it to prevent headaches later

• The invoicing tool is a bit more complicated than necessary (you have to create a quote, followed by an order in order to generate an invoice)

• Customer support is dependent on app community members, which is not always the fastest route to issue resolution

Pricing:

• Open source CRM is free. Paid add-ons available.

Website: odoo.com/page/crm

Agile CRM

Benefits:

• Integrates contact management, marketing automation, real-time alerts, VoIP telephony, social suite, and email and web tracking

• Feed your appointment calendar into Agile CRM and it will automate all your upcoming voice calls and follow-ups

• Easily attach documents to deals, companies, contacts, and emails in-app

• Agile CRM offers a free, full-featured sales CRM for up to 10 users

Drawbacks:

• Price increases significantly as you move up from one version to the next, which may cause headaches as your company scales

• The iOS mobile app's UI is clunky and could use a refresh

Pricing:

• Free version is available for up to 10 users

• Starter version is $8.99 per user/per month (billed every two years)

• Regular version is $29.99 per user/per month (billed every two years)

• Enterprise version is $47.99 per user/per month (billed every two years)

There are no free trials available for paid plans.

Website:agilecrm.com

Pipeliner

Benefits:

• Built to meet today’s complex selling needs with real-time communication and collaboration; helps sales teams effortlessly view opportunities and their place in the sales process, as well as completed and in-progress tasks

• Create, import, save and store collaborative documents in-app

• iOS app with account, contact, lead, opportunity, and task management features

Drawbacks:

• Sometimes a number of erroneous “opportunities” are auto-generated and you have to delete them manually

• Software and support are only available in English, which can be a dealbreaker for non-Anglophone companies

Pricing:

• Starter plan is $25 per user/per month, billed annually

• Business plan is $65 per user/per month, billed annually

• Enterprise plan is $85 per user/per month, billed annually

A 14-day free trial is available for all plans.

Website: pipelinersales.com

Sugar CRM

Benefits:

• Provides a comprehensive CRM solution covering marketing, sales, and customer service, with an emphasis on cross-team sharing of relevant and useful intel

• Lets you map customer journeys to get your messaging right, and automate complex business processes like lead routing quote review and approval with drag-and-drop flowchart

• iOS app for iPhone and iPad lets you manage sales activities, make phone calls, send SMS and emails, and more on-the-go

• Vendor customer support is attentive, which is a major plus for startups who need quick answers and issue resolution times; on top of that, there's a large user community surrounding Sugar CRM, so you can talk shop with other startups

Drawbacks:

• Sugar CRM app's roots are in the open-source, developer community, so there's a moderate learning curve

• You have to have at least 10 people on your team to use Sugar CRM, so it might not be appropriate for very small startups

Pricing:

• Sugar Professional plan is $40 per user/per month (10 user minimum), billed annually.

• Sugar Enterprise plan is $65 per user/per month (10 user minimum), billed annually

• Sugar Serve plan is $80 per user/per month (10 user minimum), billed annually

• Sugar Sell plan is $80 per user/per month (10 user minimum), billed annually

• Sugar Market plan is $1,000 (unlimited users, 10,000 contacts per month), billed annually

A free trial is available for all plans. After answering a few questions on the vendor website, you’ll be assigned the version of SugarCRM that best matches your business needs.

Website:sugarcrm.com

FreeAgent

Benefits:

• Captures customer interactions across channels and automatically centralizes and updates data

• Has a configuration engine called ‘Composer’ that allows you to customize the platform for your startup's distinct workflow and business requirements

• FreeAgent includes a large list of integrations, which helps it slot into your existing work tools; these include real-time sync with Gmail, Twilio, Office365, and Google Calendar, and two-way Mailchimp sync

Drawbacks:

• Price might be a deal-breaker for some companies, given there's a big jump in cost between the first and second levels of paid plans

Pricing:

• Essentials plan is $25 per user/per month, billed annually

• Professional plan is $75 per user/per month, billed annually

• Enterprise plan is $135 per user/per month, billed annually

• Unlimited plan $250 per user/per month, billed annually

A full-service free trial is available; no credit card is required.

Website:freeagentcrm.com

Maximizer CRM

Benefits:

• Provides full-fledged service, sales, and marketing CRM features

• Intelligent address book where every contact with all their info is readily accessible; Maximizer shows you all related contacts, for example, grouped by job, industry or location (and you can upload and store documents there too)

• Multiple-step solutions can be standardized and reused as templates, and there are triggers for alerts and notification tools that can be customized.

Drawbacks:

• Customer support is not always super responsive

• UX is functional, but it's a bit dated and could be more intuitive

Pricing:

Apple Crm Software

• On-Premise CRM plan is $40 per user/per month, billed annually.

• CRM Live plan is $65 per user/per month, billed annually.

• CRM for Financial Advisors plan is $70 per user/per month, billed annually.

Maximizer offers a 30-day free trial.

Website:maximizer.com

Conclusion

CRM users today are a diverse bunch, from traditional enterprise organizations to real estate agencies, nonprofits, PR firms, editorials, and more. The maturation of the cloud-based app ecosystem has allowed small and medium-sized businesses, and even individuals, to take advantage of sophisticated CRM tools. Costs have gone down, and ease of implementation has gone up.

The MacBook and iPhone crowd are now well-served; and even those with a mix-and-match setup, say an Android phone and a Mac, will have no problems with any of the CRMs on this list.

Crm For Mac Os

The easiest way to find out which Mac-friendly CRM works for you is, of course, comparison shopping. Sign up for a free trial with a few of the vendors above, see which suits, and get on track to stabilizing and scaling your business.

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