Tags are an extremely flexible way to manage contacts in BusyContacts. You can assign multiple tags to each contact and a tag cloud allows you to easily filter the list of contacts by tag (e.g. family, client, prospect, coworker, etc.).
Attract more visitors to your site with free ad management tools. Grow your database with free forms and landing pages that convert visitors into qualified leads. HubSpot CRM will automatically organize, enrich, and track each contact in a tidy timeline. Connect with and convert visitors in real-time using live chat. Scale one-to-one chats with chat automation using HubSpot's chatbot builder.
Best Client Management App For Mac
Use free customer management software to better support your customers with tools like ticketing and live chat. HubSpot CRM includes a universal inbox, giving your whole team a centralized view of every customer interaction. From the universal inbox, your team can view, assign, and reply to every conversation, from any channel. Every contact record is accessible from inside the inbox, giving your support team the context to craft a helpful response every time.
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.
Customer relationship management (CRM) software for Mac users allows teams to handle sales tasks, track leads, and organize contact data on their macOS and iOS operating systems. Additionally, Apple CRMs let users access their CRM system through the Safari search browser and iPhone device, plus integrate with Apple software tools like Apple Mail, Contacts, and Calendar. We evaluated dozens of products to identify the best Mac CRM platforms.
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.cc-fullview-table .fit-table .tbody .tr:nth-of-type(even) .td, .cc-fullview-table .fit-table tbody tr:nth-of-type(even) td text-align: center !important; .cc-fullview-table .fit-table .column-1 img padding-top: 20px; max-width: 80px !important; min-width: unset !important; width: 100%; .cc-fullview-table .fit-table ul margin-bottom: 0px; -webkit-padding-start: 10px; padding-inline-start: 10px; .cc-fullview-table .fit-table .tbody .tr:nth-of-type(even) .td a, .cc-fullview-table .fit-table tbody tr:nth-of-type(even) td a position: initial !important; left: unset !important;@media only screen and (max-width: 641px) .cc-fullview-table .fit-table td,.cc-fullview-table .fit-table li,.cc-fullview-table .fit-table a font-size: 12px !important; .cc-fullview-table .fit-table th font-size: 10px !important; ProviderFree Plan Starting Price for Paid Plans*Free Trial for Paid PlansKey FeaturesCustomer SupportYes, unlimited users$45 per month for up to 2 users14 daysFree iCloud data sync for unlimited usersEmail, chat, and phone support (7 a.m. - 8 p.m. Eastern Time)Visit HubSpotNo free plan$14.9014 daysMobile lead and deal tracking on iOS devices24/7 chat and phone support for Enterprise usersVisit PipedriveYes, up to 3 users$1415 daysApple calendar, mail, and contact syncTier-based chat, email, and phone supportVisit Zoho CRMUp to two users$2914 daysProject management features available on macOS or iOS devicesTier-based support via phone and emailVisit InsightlyNo free plan$39.9914 daysAdvanced mobile capabilities on iOS devicesPhone and email support 9 a.m. - 5 p.m. Eastern Time plus paid onboarding servicesVisit DayliteSee fullscreen table
*Pricing is based on annual billing. Monthly billing is also available at a higher cost.**CRM Suite includes sales, marketing, customer service, content management system (CMS), and operations software. Individual modules can be purchased at lower monthly costs.
HubSpot CRM is a popular, easy-to-use CRM system positively acclaimed for its marketing capabilities. It lets teams design, deploy, and automate email campaigns, manage content, and create website landing pages. Module options can be free, payable individually, or bundled for businesses to subscribe to. These include products for sales, marketing, customer service, operations, and a content management system (CMS).
Pipedrive is sales-heavy, general-use CRM software for overseeing the sales pipeline, managing leads, and automating sales tasks. In addition to record management and communications tools like call, email, and meeting scheduling, Pipedrive users also get access to intelligent document management. These include Smart Docs, which let you quickly auto-fill contact data and send out invoices, proposals, or contracts from the CRM.
Zoho CRM gives teams a powerful, customizable, and scalable solution for managing leads, tasks, deals, and accounts. Plus, it automates workflows and emails. There are also more advanced artificial intelligence (AI) features for gaining insights and information. Users can receive predictive analytics, task and automation suggestions, best times to contact leads, and CRM data enriched with updated information.
For Apple users, teams enjoy the project management capabilities available on macOS and iOS devices. Users can manage projects and corresponding tasks or milestones on Mac computers, iPhones, and iPads. Additionally, event data related to a lead or project is syncable between Apple Calendar and the CRM system.
Because of the interface design and user experience (UX) configuration, Insightly has a relatively higher learning curve for operating features and navigating the interface compared to other CRMs on this list. HubSpot is the best alternative on this list in terms of overall product ease of use.
To determine the best Mac CRMs, we considered product features specific to using Apple software, operating systems, and devices. These include the ability to integrate with Apple email, access CRM data on iPhones and iPads, and sync Apple calendar and contact data with your CRM. We also looked into each product in terms of typical attributes such as price, general CRM features, ease of use, and customer support.
In addition to functionality created by integrating with Apple products or using the CRM with Mac devices or operating systems, we look at overall features we feel are necessities for a CRM. These include CRM integration options, reporting and analytics tools, customizable sales pipelines, and a mobile app. We also evaluate other common capabilities in most CRM systems, such as lead management modules and workflow automation options. 2ff7e9595c
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