16 Best CRM for Mac, iPhone, iPad & Other Apple iOS Software

Christopher Sirk
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It’s no surprise then that there are lots of CRM software targeted at Mac users, as well as other Apple and iOS products like the iPhone and iPad. But if Apple is your main gear, then you’ll want to read up on the best CRM for Mac, and we’ve got 15 top choices.

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.

 

 

Apple CRM software comparison chart (top 10 highest rated)

First things first, let’s grab a quick glimpse of this overview table, which lays out the top 10 best CRM for Apple. Later, we’ll dig into the bigger list of the top 16 Mac CRM software.

Product

Best for

Pricing starts at

Url

Daylite

Best CRM software for Mac overall

$24 /user /month

Visit

HubSpot CRM

Best free CRM software for Mac

$45 /month

Visit

Zoho CRM

Great CRM system for iOS

$14 /user /month

Visit

Pipedrive

Top CRM app for Mac for large business

$12.50 /user /month

Visit

Zendesk Sell

Good Mac CRM for sales teams

$19 /user /month

Visit

Freshsales

Great CRM tool for Apple iPhone users

$15 /user /month

Visit

Bitrix24

Top Mac CRM software for collaboration

$39 /user /month

Visit

Copper

Good CRM tool for Mac for Google users

$25 /user /month

Visit

Insightly

Great CRM system for Mac for startups

$29 /user /month

Visit

Gro CRM

Top CRM app for Apple iPad users

$14.99 /user /month

Visit

 

Does Apple have a CRM system built into iOS?

By now you’re likely asking, what type of CRM does Apple use? Are CRMs native to Mac iOS products?

As far as an Apple CRM system goes, the answer is mostly about integrations. For example, in 2018, Apple and Salesforce announced a partnership to include customer relationship management functionality inside iOS devices like Siri. This bit of news goes alongside Salesforce’s redesigning of their mobile CRM app to be native to iOS.

Partnerships aside, you can get a lot of CRM functions within the basic Apple apps. These include Safari, Contacts, Apple Mail and Calendar. These apps recognize contact information and share data among them, saving you time when you need to communicate with customers or schedule appointments.

Still, with the best Mac CRMs, you get way more functionalities and benefits. This is crucial if you’re doing marketing automation, sales process management, or customer service and support with your Mac and Apple devices.  

 

Why use Mac CRM software for your business?

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 an Apple 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. 

 

What is the best CRM for Mac users? Here’s our top 16 list:

Ready to run through the top Mac CRM software? This super list of 16 of the best Apple CRM tools will surely have something for everyone, from the startup to the enterprise, and from general to the niche. Free plans are mentioned where they are on offer.

 

Daylite (Best CRM software for Mac overall)

Daylite is a CRM designed specifically for Mac, iPhone and iPad users. The Daylite set of tools are divided into CRM features and project management tools. 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.

Pros:

  • Less divisions between customer-facing tasks and internal ones

  • The Daylite Mail Assistant 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

Cons:

  • Daylite only has one plan 

  • There is 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

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HubSpot CRM (Best free CRM software for Mac)

HubSpot CRM 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. This really is some great free CRM software for Mac.

Pros:

  • 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

Cons:

  • 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

  • CRM Suite Starter starts at $45 per month billed annually

  • CRM Suite Professional starts at $1,600 per month billed annually

  • CRM Suite Enterprise starts at $4,000 per month billed annually

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Zoho CRM (Great CRM system for iOS)

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

Pros:

  • 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

Cons:

  • 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:

  • Zoho CRM has a free version

  • Starter plan is $14 per user/month billed annually

  • Standard plan is $23 per user/month billed annually

  • Professional plan is $40 per user/month billed annually

  • Enterprise plan is $52 per user/month billed annually

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Pipedrive (Top CRM app for Mac for large business)

Pipedrive is a highly 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.

Pros:

  • 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

Cons:

  • 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

  • The Advanced plan is $24.90 per user/per month billed annually

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

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

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Zendesk Sell (Good Mac CRM for sales teams)

Zendesk’s sales module is useful for prospecting, deal-making, and improving customer retention and conversions with timely sales interventions and follow-ups.

Pros:

  • 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 

Cons:

  • 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:

  • Sell Team is $19 per user/per month billed annually

  • Sell Professional is $49 per user/per month billed annually

  • Sell Enterprise is $99 per user/per month billed annually

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Freshsales (Great CRM tool for Apple iPhone users)

Freshsales by Freshworks is easy to get up-and-running with critical startup features like lead management, email management, and pipeline management. 

Pros:

  • 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)    

Cons:

  • 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:

  • Freshsales offers a free version

  • Growth plan is $15 per user/per month, billed annually

  • Pro plan is $39 per user/per month, billed annually

  • Enterprise plan is $69 per user/per month, billed annually

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Bitrix24 (Top Mac CRM software for collaboration)

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

Pros:

  • 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)

Cons:

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

  • There are customization and configurability limitations

Pricing:

  • Bitrix24 has a free version

  • Basic starts at $39 per month billed annually

  • Standard starts at $50 per month billed annually

  • Professional starts at $159 per month billed annually

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Copper (Good CRM tool for Mac for Google users)

Copper offers automated data entry, smart identification, lead and customer tracking, plus optimization of sales contacts and opportunities. 

Pros:

  • 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

Cons:

  • 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 $25 per user/month billed annually

  • Professional plan is $59 per user/month billed annually

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

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Insightly (Great CRM system for Mac for startups)

Insightly is a streamlined, user-friendly CRM platform for tracking contacts, communications, projects, sales and documents in a single interface

Pros:

  • 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

Cons:

  • 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:

  • Insightly offers a free plan for up to two users

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

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

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

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Gro CRM (Top CRM app for Apple iPad users)

Gro CRM covers a full spectrum of business processes, including lead acquisition, deal tracking, task management, invoicing, order processing, and much more.

Pros:

  • 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

Cons:

  • 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:

  • Lite plan is $14.99 per user/per month, billed annually

  • Basic plan is $19.99 per user/per month, billed annually

  • Pro plan is $39.99 per user/per month, billed annually

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Odoo CRM (Best open source CRM tool for Mac)

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.

Pros:

  • 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

Cons:

  • 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:

  • Odoo CRM starts at $24 per user/per month, billed annually

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Agile CRM (Good CRM software for Mac for small business)

Agile CRM integrates contact management, marketing automation, real-time alerts, VoIP telephony, social suite, and email and web tracking

Pros:

  • 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

Cons:

  • 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:

  • Agile CRM has a free version for 10 users

  • Starter plan is $9.99 per user/month billed annually

  • Regular plan is $39.99 per user/month billed annually

  • Enterprise plan is $64.99 per user/month billed annually

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Pipeliner (Good customer relationship management system for Mac)

Pipeliner was built to meet today’s complex selling needs with real-time communication and collaboration. 

Pros:

  • 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

Cons:

  • 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 $65 per user/per month, billed annually

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

  • Enterprise plan is $115 per user/per month, billed annually

  • Unlimited plan is $150 per user/per month, billed annually

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SugarCRM (Good Mac CRM for iPad, iPhone and iOS devices)

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

Pros:

  • 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

  • there's a large user community surrounding SugarCRM, so you can talk shop with other startups

Cons:

  • SugarCRM 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 SugarCRM, so it might not be appropriate for very small startups

Pricing:

  • Sugar Market starts at $1,000 per month billed annually

  • Sugar Sell starts at $80 per user/month billed annually

  • Sugar Serve starts at $80 per user/month billed annually

  • Sugar Enterprise starts at $85 per user/month billed annually

  • Sugar Pro starts at $52 per user/month billed annually

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FreeAgent (Good Apple CRM system for Google and Microsoft integrations)

FreeAgent captures customer interactions across channels and automatically centralizes and updates data. 

Pros:

  • 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

Cons:

  • 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 $35 per user/per month, billed annually

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

  • Enterprise plan is $100 per user/per month, billed annually

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Maximizer CRM (Good CRM app for Mac for contact and lead management)

Maximizer CRM offers full-fledged service, sales, and marketing CRM features. 

Pros:

  • 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

Cons:

  • Customer support is not always super responsive

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

Pricing:

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

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

  • Insights plan is $89 per user/per month, billed annually

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What is the best CRM Mac software for me? Key takeaways

So Daylite takes the top position for the best CRM for Mac, but in reality, everyone;s needs are different. You see the familiar names of HubSpot, Zoho and Zendesk, next to some less familiar vendors like Gro CRM, FreeAgent and Maximizer CRM. In other words, something for everyone.

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 you, and get on track to stabilizing and scaling your business.

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