Best CRM for mac users in 2024

As a Mac user, you rely on tools that integrate seamlessly with your workflow while helping you stay organized and efficient. Managing customer relationships, tracking sales, and staying on top of tasks can be overwhelming without a compatible system. A Customer Relationship Management (CRM) system designed to work smoothly on macOS can help you centralize your contacts, automate follow-ups, and manage your sales pipeline—all from your preferred platform.
In this blog post, we’ll explore the best CRM options for Mac users like you, focusing on tools that enhance your productivity and fit seamlessly into your Mac ecosystem.

How to evaluate and choose a CRM platform

With a lot of CRMs on the market, it can be hard to figure out which one is compatible with your Mac ecosystem. To help you with your shortlisting and decision making process, we suggest adapting these tips accordingly.

1. Define your requirements

Before you start looking for the best CRM for Mac users, it's important to define your business requirements first. Consider essential features like contact management, sales pipeline tracking, email marketing integration, and analytics. Additionally, ensure that the CRM is fully compatible with macOS, offering seamless integration with other Apple applications such as Mail, Calendar, and Contacts. We've rounded up some specific features you might want to look out for as a Mac user.

8 features mac users need in their CRM

• Mac compatibility: While not all CRM solutions are apple CRM specific there are some that are cumbersome on a Mac so.it goes without saying that the CRM should run smoothly on macOS without requiring complex workarounds.
• User-friendly interface: A clean, intuitive interface that leverages Mac’s design aesthetics.
• Integration capabilities: Seamless integration with other Mac applications like Mail, Contacts, and Calendar.
• Mobile accessibility: Availability of a mobile app that works well on iOS devices.
• Customization: Ability to customize fields, workflows, dashboards and pipelines to fit specific business needs.
• Scalability: Scalable solutions that grow with your business.
• Security: Robust security measures to protect sensitive customer data.
• Support: Accessible customer support and comprehensive training resources.

2. Budget considerations

Budgets can be tricky to manage, but balancing cost and return on investment is key when choosing a CRM solution. Evaluate the pricing models of different CRM platforms, from subscription-based plans to one-time purchases. Remember to factor in any additional costs for add-ons or premium features. Opt for a CRM that provides the best value for your business needs without compromising on essential functionalities.

3. Selection process

Researching and selecting the right CRM vendor is a multi-step process. Start by reading reviews and testimonials from other Mac users. Look for vendors that offer excellent customer support, regular updates, and robust security features.

4. Get a demo

Before committing to a CRM, it's crucial to get a first-hand experience of the platform. A demo allows you to explore the CRM's features and understand how it integrates with your Mac ecosystem. Don't hesitate to reach out to vendors for demos or to ask specific questions about macOS compatibility and integration capabilities. Get started with a demo of folk – an easy to use plug and play CRM that is compatible with Mac.

4 Best Mac CRM software

1. folk

Best for: All-in-one CRM with multiple business function support

folk is a CRM designed with simplicity and efficiency in mind. It’s tailored for small businesses that need to manage customer relationships without getting bogged down by overly complex features.

Key features

• Seamless macOS integration,
• Simple contact management,
• Collaboration tools,
• Customizable dashboards,
• Multiple pipeline management,
• Email marketing through mail merge between Gmail and Outlook,
• Mobile app responsive on iPhone and iPad.

Pros

• Contact management and contact sync: Allows you to import iPhone contacts and merge with multiple inboxes and social media platforms including Gmail, Outlook, LinkedIn, X, Instagram and more.
• Ease of use: folk’s interface is clean and intuitive, which is great for Mac users who appreciate simplicity. It doesn’t require extensive training to get started.
• Integration with Mac Applications: folk integrates well with native Mac applications like Mail and Calendar, ensuring a seamless experience.
• Affordable pricing: Cost-effective for small businesses with limited budgets.
• Multiple pipeline management: That can support sales pipeline, recruitment,
• Customizable dashboards: That adapts to your sales processes, customer interactions,

Cons

• folk doesn't have a huge marketplace of third party applications but this is easily overcome by using Zapier if you're after a specific integration, as it'll connect with over 6,000 integrations

Price and plans

You can try folk for free with a 14 day free trial. After that, a monthly or annual subscription plan is as follows. 

• Standard: $20 per user, per month. 
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month. 

2. Daylite by Marketcircle

Best for: Lightweight CRM

Daylite by Marketcircle is a CRM designed specifically for Mac users. It is part of a suite of Marketcircle applications that includes project management tools and sales solutions.

Key features

• Deep integration with macOS and iOS,
• Project and task management,
• Email management,
• Calendar and scheduling,
• Customizable pipelines.

Pros

• Native Apple Mac CRM Daylite feels like a natural extension of macOS, providing a seamless user experience.
• Comprehensive toolset: Combines CRM and project management, reducing the need for multiple applications.
• Offline access: Can be used offline and syncs when reconnected to the internet.

Cons

• Learning curve: Due to its extensive features, new users might find it complex initially.
• User experience: Even though it's designed to mimic the feel of Apple applications, it isn't comparable to the experience of traditional CRM software.

Price and plans

An annual subscription plan is $20.83 per user, per month.

3. Clay CRM

Best for: Basic contacts directory

Clay CRM is a Apple CRM designed to help users bring their contacts into one platform. It's more of a contact manager for professionals who network a lot, as opposed to a sales-focussed CRM system.

Key features

• Contact management,
• Visual timeline of interactions,
• Task and reminder management,
• Contact tagging.

Pros

• Visual interface: The visual timeline and interface are user-friendly and appealing to Mac users.
• Automated data enrichment: Saves time by automatically pulling in relevant information about contacts.
• Focus on relationships: Ideal for users who prioritize networking and relationship management.

Cons

• Limited use cases: Focus on relationships but doesn't quite adapt to Mac users who may be looking for something to support relationships across multiple business functions such as sales and fundraising rounds.
• Limited business features: May lack advanced CRM features required by larger businesses.
• Mac-only focus: Limited functionality on non-Mac platforms, which can be an issue for diverse teams.

Price and plans

An annual subscription plan is as follows.

• Free personal plan for solo users, for up to 1,000 contacts
• Professional: $10 per user, per month.
• Team: $$40 per user, per month.
• Enterprise: Undisclosed.

4. HubSpot CRM

Best for: Best free CRM

While HubSpot wasn't built specifically for Mac users, HubSpot CRM is best known for their free CRM software.

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Key features

• Contact and lead management,
• Email tracking and templates,
• Sales pipeline management,
• Marketing automation,
• Analytics and reporting.

Pros

• Basic CRM features available on their free plan
• Ideal for businesses not ready to scale and need a very basic CRM system

Cons

• Complexity: The extensive features can be overwhelming for new users and small teams.
• Integration Challenges: While it integrates with many tools, setting up and managing these integrations can be complex.

Price and plans

HubSpot's free plan is a good starting point if you're okay with limited features. However, paid plans are a steep investment if you're looking for a feature-rich CRM system.

CRM suite plans

• ‍Starter: $15 per user, per month.‍
• Professional: $450 per user, per month.‍
• Enterprise: $1,500 per user, per month.

Conclusion

Choosing the right CRM for your Mac can significantly enhance your business operations and customer relationships. While HubSpot, Clay, and Daylite by Marketcircle all offer valuable features for Mac users, folk is the most compatible choice. Designed with simplicity and flexibility in mind, folk integrates seamlessly into the Mac ecosystem, providing a clean, intuitive interface that aligns perfectly with the user experience Mac users expect. Its ability to adapt to customized workflows while keeping the focus on relationship management makes folk the ideal CRM for those seeking a Mac-friendly, efficient, and powerful solution. Try folk today free.

Need a helping hand? Use our free tool to find your perfect CRM match.

More resources

• folk pricing page

Frequently Asked Questions

What do Mac users use as a CRM?

Mac users often turn to CRMs like folk, HubSpot, Daylite by Marketcircle, and Clay to manage their contacts, track relationships, and streamline their workflows. HubSpot offers a robust all-in-one platform, while Daylite by Marketcircle is designed specifically for Mac and integrates well with native apps like Calendar and Contacts. Clay provides a unique relationship-focused approach. folk, however, stands out for its clean interface and seamless integration with the Mac ecosystem, offering a flexible solution for users who prioritize simplicity and efficiency.

Do I need a CRM?

Yes, if you're managing relationships, client data, or sales, a CRM is essential. It helps you stay organized by keeping all your contacts, tasks, and interactions in one place, automating follow-ups, and improving your productivity. A CRM ensures you can nurture relationships and streamline your processes, leading to better outcomes and growth.

How does folk's CRM help Mac users?

folk’s CRM is particularly well-suited for Mac users because of its intuitive design and ease of use within the Mac environment. It integrates smoothly with other tools, allowing Mac users to customize workflows, manage relationships, and automate tasks without being bogged down by unnecessary complexity. folk’s flexibility makes it the perfect fit for Mac users looking for a powerful yet simple CRM solution that enhances productivity and keeps them focused on building meaningful connections.

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