20 Best CRMs For Mac Reviewed In 2025
Best CRMs for Mac Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Choosing the right CRM software is vital for any business, especially for Mac users who seek seamless integration with their ecosystem. Not every CRM is designed for Mac platforms, which can make finding the right software a bit of a challenge.
With my extended experience in revenue operations and CRM software, I tested and reviewed several of the top CRMs for Mac to help teams through their software buying process. Whether you're a small business owner or part of a larger organization, my insights will help you find a CRM that enhances productivity and customer relationships on your Mac devices.
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Best CRMs For Mac Summary
| Tools | Price | |
|---|---|---|
| EngageBay | From $12/user/month (billed annually) | Website |
| Nimble | From $25/user/month (billed annually) | Website |
| Daylite | From $29/user/month | Website |
| Insightly | From $29/user/month (billed annually) | Website |
| Maximizer | From $65/month (billed annually) | Website |
| Agile CRM | From $8.99/user/month (billed annually) | Website |
| Less Annoying CRM | From $15/user/month | Website |
| ClickUp | From $7/user/month (billed annually) | Website |
| Spotler CRM | Pricing upon request | Website |
| Salesforce Financial Services Cloud | From $25/user/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose CRMs For Mac
As you work through your unique software selection process, keep the following points in mind:
- Compatibility with macOS: Ensure the CRM software is fully compatible with macOS. This includes checking for native macOS applications and operating system features, such as integration with Apple Mail, Calendar, and Contacts.
- User Interface and Experience: Look for a CRM with an intuitive and user-friendly interface. A CRM with a cluttered or non-intuitive interface can hinder productivity and slow business processes.
- Integration Capabilities: Make sure to evaluate the CRM's ability to integrate with other tools and software you already use. This includes email marketing platforms, project management tools, and accounting software.
- Customization and Scalability: Consider whether the CRM can be customized to fit your specific business processes and can scale as your business grows. For example, a startup might need a CRM that allows for custom fields and workflows to match their unique sales process, while also being able to handle increased data and users as the company expands.
- Customer Support and Training: Make sure to assess the customer support and training the CRM vendor provides. This is important for ensuring a smooth implementation and ongoing usage. For instance, a non-profit organization might require extensive training and support to ensure its team fully utilizes the CRM's features for donor management and fundraising activities.
Best CRMs for Mac Reviews
This in-depth analysis provides overviews of each of the best CRM software for Mac. It covers the pros and cons, features, and best use cases for each tool.
EngageBay is a unified CRM for Mac that provides marketing automation, sales management, and customer support functionalities.
Why I picked EngageBay: EngageBay seamlessly manages the entire customer lifecycle, from lead generation to post-sale support. It has powerful email marketing capabilities and landing page builders that enable businesses to enhance marketing efforts, analytics, and reporting tools to provide insights into customer behavior and campaign performance, and integrated social media management to manage social channels directly from the CRM. EngageBay is highly scalable and offers cost-effective pricing, making it an ideal CRM tool for organizations seeking an all-in-one platform.
Standout features & integrations:
Features include powerful marketing automation, sales pipeline tracking, integrated customer support tools, landing page builder, lead scoring and social media management.
Integrations include Mailchimp, Zapier, HubSpot, Salesforce, Microsoft Office 365, Google Workspace, Twilio, Shopify, Stripe, and QuickBooks.
Pros and cons
Pros:
- Comprehensive analytics and reporting
- Powerful marketing automation tools
- Integrated landing page builder for lead capture
Cons:
- Basic reporting capabilities
- Less functional mobile device app
Nimble is a CRM that excels in social media integration, combining contact management with social profile enrichment to enhance customer interactions.
Why I picked Nimble: Nimble offers users a strong social media profile integration, providing enriched contact insights and fostering strong customer relationships. It comes with automated social profile matching and a view of customer interaction across various platforms, making it an ideal software for businesses relying on social media for customer engagement and relationship building. Additionally, the platform has email tracking and automated reminders to ensure timely follow-ups, helping businesses stay on top of their customer relationships and sales pipeline.
Standout features & integrations:
Features include social profile matching and enrichment, automated contact management, email tracking, and an advanced view of customer interactions.
Integrations include Microsoft 365, Google Workspace, Mailchimp, HubSpot, QuickBooks, Slack, Zoom, Evernote, Hootsuite, and Zapier.
Pros and cons
Pros:
- Advanced engagement tracking
- Unified contact management
- Strong social media integrations
Cons:
- Custom reporting limitations
- Limited CRM functionalities
Daylite is a CRM for Mac focused on client relationship tracking, project management, and team collaboration.
Why I picked Daylite: Daylite’s client relationship tracking features and seamless integration with the Apple ecosystem make it the perfect CRM for Mac users. It has offline capabilities, allowing users to access and manage CRM data without an internet connection, tools for client management, project tracking, and team collaboration to streamline businesses that primarily use Apple products. Daylite also boasts strong security features, ensuring client data is protected.
Standout features & integrations:
Features include detailed client relationship management, project tracking, offline access, smooth Apple ecosystem integration, and customizable dashboards.
Integrations include Apple Mail, Calendar, Contacts, Reminders, Siri, Zapier, Slack, Microsoft Outlook, Google Calendar, and Mailchimp.
Pros and cons
Pros:
- Automate and project management features
- Offline access available
- Integrates seamlessly with the Apple ecosystem
Cons:
- Limited third-party integrations
- Mac-only platform
Insightly is a CRM that integrates project management features, helping businesses streamline sales, marketing, and project processes within one platform.
Why I picked Insightly: Insightly gives users access to strong CRM functionalities, project tracking, and workflow automation. It provides a holistic solution for businesses looking to streamline their sales, marketing, and operational processes through built-in marketing tools, customizable dashboards, and detailed reporting features. The software’s focus on project and customer data integration helps businesses maintain a 360-degree view of their operations, leading to more informed decision-making and improved customer satisfaction.
Standout features & integrations:
Features include advanced project management, workflow automation, and detailed reporting.
Integrations include Google Workspace, Microsoft 365, Slack, Mailchimp, QuickBooks, Xero, Dropbox, Evernote, Zapier, and Mailgun.
Pros and cons
Pros:
- Built-in marketing
- Workflow automation
- Strong project tracking tools
Cons:
- Limited customization options
- Performance issues with large data sets
Maximizer is a powerful CRM designed for in-depth contact management, sales pipeline tracking, and marketing automation.
Why I picked Maximizer: Maximizer provides users with detailed contact management and smooth integration with sales and marketing tools. This CRM combines contact tracking, sales automation, and customer service features, making it an excellent choice for businesses looking to streamline customer interactions and improve sales processes. Maximizer also has customizable dashboards and built-in marketing campaign management for an end-to-end solution for customer management.
Standout features & integrations:
Features include extensive contact management, sales pipeline tracking, detailed customer service modules, marketing automation, detailed reporting and analytics, strict security measures, and mobile access.
Integrations include Microsoft Outlook, QuickBooks, Gmail, Mailchimp, Constant Contact, Microsoft Excel, WordPress, Microsoft Teams, Zapier, and Slack.
Pros and cons
Pros:
- Comprehensive customer service module
- Strict focus on data security
- Strong contact management capabilities
Cons:
- Minimal customization flexibility
- Outdated interface
Agile CRM is a CRM that integrates sales automation, marketing automation, and customer service tools in one unified platform.
Why I picked Agile CRM: Agile CRM’s advanced marketing and sales automation, and customer service tools allow businesses to streamline their operations and enhance customer engagement efficiently. This CRM provides advanced campaign management, email marketing, detailed analytics and reporting, and a drag-and-drop interface for creating campaigns and workflows, simplifying the user experience and making it easier for teams with varying technical expertise.
Standout features & integrations:
Features include advanced marketing automation, sales tracking, customer service management, automated marketing campaigns, sales pipeline management, and exceptional customer support.
Integrations include Google Workspace, Microsoft 365, Mailchimp, QuickBooks, Slack, Twilio, RingCentral, LinkedIn, Facebook, and Twitter.
Pros and cons
Pros:
- Affordable pricing tiers
- Advanced campaign management
- Integrated marketing automation
Cons:
- Some integrations are complex
- Limited customization capabilities
Less Annoying CRM is designed to provide small teams with a simple, user-friendly customer relationship management solution.
Why I picked Less Annoying CRM: Less Annoying CRM’s simple user interface and affordability make it an ideal solution for small teams and businesses. This CRM focuses on ease of use but is built with all the essential CRM features, including contact and task management, lead tracking, calendar integration, and customizable pipelines.
Standout features & integrations:
Features include a streamlined interface, contact and lead management, easy collaboration features, task management, calendar integration, and customizable pipelines.
Integrations include Google Calendar, Google Contacts, Mailchimp, Microsoft Outlook, Zapier, PayPal, Mailgun, SendGrid, Twilio, and ClickSend.
Pros and cons
Pros:
- Excellent customer support with CRM coach
- Customizable pipelines and custom fields
- User-friendly interface
Cons:
- Manual data entry
- Limited advanced features
ClickUp is a CRM and project management tool with powerful task management and customization options.
Why I picked ClickUp: Clickup integrates task and project management with CRM functionalities, offering an all-in-one solution for managing customer relationships and projects. This CRM provides a high level of customization, allowing users to tailor workflows, dashboards, and reports to their specific needs. It has time tracking, goal setting, and automation tools that streamline a business’s processes and increase productivity in a single platform.
Standout features & integrations:
Features include customizable workflows, task management, goal and time tracking, collaboration tools, and detailed reporting.
Integrations include Slack, Google Drive, Trello, Zapier, Evernote, Dropbox, Outlook, GitHub, Calendly, and Zoom.
Pros and cons
Pros:
- Detailed reporting and analytics
- Advanced automation features
- Highly customizable workflows
Cons:
- Limited mobile functionality
- Limited native CRM features
Spotler CRM is designed for email marketing campaigns, integrating marketing automation, sales, and customer service tools.
Why I picked Spotler CRM: Spotler CRM excels in email marketing automation, providing a built-in suite for creating, managing, and analyzing email campaigns. It offers advanced lead generation tools, detailed campaign analytics, and smooth integrations with popular tools, making it beneficial for businesses focused on email marketing. The CRM automates complex marketing workflows, tracks performance metrics, and provides drag-and-drop email builders, customizable templates, and GDPR compliance to help create professional and compliant email campaigns easily.
Standout features & integrations:
Features include automated email marketing, lead management, detailed campaign analytics, GDPR compliance features, and segmentation capabilities for targeted marketing.
Integrations include Google Sheets, Xero, Zapier, QuickBooks, Google Workspace, Slack, Mailchimp, Zoom, Stripe, and LinkedIn.
Pros and cons
Pros:
- Detailed analytics in campaign performance
- Advanced lead generation
- Comprehensive email marketing tools
Cons:
- Only offers support via email
- Limited advanced CRM features
Salesforce CRM is a highly customizable platform offering extensive sales, marketing, and customer service tools.
Why I picked Salesforce CRM: Salesforce offers unmatched customization capabilities, allowing businesses to tailor the platform to their needs. It comes with automation tools and extensive integration options that support complex workflows and requirements. Additionally, Salesforce’s Einstein AI capabilities provide advanced insights and predictive analytics that enable data-driven decision-making, and its Lightning Platform allows custom app creation and workflow.
Standout features & integrations:
Features include advanced automation, detailed analytics, extensive customization options, sales, service, and marketing management tools, and Customer 360 to see every customer interaction.
Integrations include Slack, Google Workspace, Microsoft 365, Mailchimp, QuickBooks, Dropbox, Zoom, HubSpot, LinkedIn, and Docusign.
Pros and cons
Pros:
- Several customization options
- Offline mobile app mode
- Extensive AppExchange Marketplace
Cons:
- Challenging setup and configuration
- Complex pricing structure
Other CRMs for Mac
Below is a list of additional CRMs for Mac that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.
- CRM Creatio
For no-code CRM workflows
- HoneyBook
For creative professionals
- Freshsales
For AI-driven insights
- monday.com
For project management integration
- SugarCRM
For customer support features
- Zoho CRM
For small business solutions
- Attio
For collaborative workspaces
- Bitrix24
For team communication tools
- HubSpot CRM
For marketing automation
- Pipedrive
For sales pipeline management
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CRMs for Mac Selection Criteria
The criteria for choosing CRMs for Mac should directly address buyer needs and common pain points, ensuring that the software serves its intended purpose effectively. As an expert who has personally tried and researched these tools, here are the requirements I use when evaluating software:
Core Functionality (25% of total score):
- Offers an advanced contact management system that allows storing and organizing of customer information in one place
- Provides sales pipeline management tools to help visualize and manage the sales process
- Allows assigning of tasks, setting deadlines, and monitoring the progress of various activities
- Seamlessly integrates with the email system, allowing users to send, receive, and track emails directly within the CRM application
- Offers powerful reporting and analytics tools that provide insights into sales, marketing, and customer service activities
Additional Standout Features (25% of total score):
- Leverages article intelligence to provide deep insights and predictive analysis into customer behavior and sales trends
- Highly customizable dashboards and reporting tools to view the most relevant metrics and business KPIs
- Availability of mobile app to manage CRM activities on the go
- Integrations with commonly used third-party applications
- Advanced automation capabilities to automate tasks and processes such as email marketing campaigns and customer support workflows
Usability (10% of total score):
- An intuitive drag-and-drop interface that simplifies task, contact, and workflow management
- A clean, modern, and well-organized design for easy navigation
- A customizable user interface that allows users to tailor the CRM app to their preferences and workflows
- A well-structured design with quick access and logical organization to help users find and utilize essential tools and functions with minimal effort
Onboarding (10% of total score):
- Offers training videos and tutorials to help users quickly understand the system’s features and functionalities
- Availability of interactive product tours for a hands-on approach in guiding users through the essential features and functions in a structured manner
- Provides pre-built templates with predefined workflows, forms, and reports tailored to various industries and use cases
- Utilizes chatbots and live support during the onboarding process for assistance in complex issues
- Availability of webinars to see real-time demonstrations of advanced features and best practices
Customer Support (10% of total score):
- Ensures 24/7 customer support availability
- Offers flexible and convenient support channels, including email, phone, and chat
- Provides users with a comprehensive knowledge base with relevant answers and solutions
- Ensures that users' issues and inquiries are addressed promptly
- Access to personalized support and dedicated account managers
Value for Price (10% of total score):
- Clear and competitive pricing plans that ensure good value for money
- Transparent pricing structure that provides the inclusions of each tier without hidden costs
- Availability of free trial or demo to allow potential customers to test the CRM before commitment
- Offers cost-savings plans for long-term commitments
Customer Reviews (10% of total score):
- High satisfaction level from existing users
- Positive feedback on ease of use and functionality
- Good comments are highlighted on the customer support experience
- Good reviews on integration capabilities
- Satisfactory testimonials on ROI and business impact
Using this assessment framework helped me identify the software that goes beyond basic requirements to offer additional value through unique features, intuitive usability, smooth onboarding, effective support, and overall value for price.
Trends for CRMs for Mac
Here are some trends I’ve noticed for CRMs for Mac, plus what they might mean for the future of the revenue operations industry. I sourced countless product updates, press releases, and release logs to tease out the most important insights.
- AI-Powered Insights: AI is being integrated into CRM systems to provide predictive analytics, helping businesses anticipate customer needs. It's important for staying competitive.
- Voice Command Integration: Voice command features are becoming more common in CRM software as this allows hands-free operation. This helps to improve efficiency for busy professionals.
- Enhanced Data Security: Data security measures are being strengthened in CRM systems. This is vital for protecting sensitive customer information and building trust with clients.
- Mobile Optimization: CRM platforms are increasingly optimized for mobile use. This ensures that sales teams can access data on the go, and support remote work and flexibility.
- Customizable Dashboards: Customizable dashboards are gaining popularity. They allow users to tailor their interface to their needs, enhancing user experience and productivity.
As we look to the future, it's clear that CRMs for Mac are evolving to offer more intuitive interfaces, enhanced AI-driven insights, and greater integration capabilities. Staying ahead of these trends will empower businesses to leverage their Mac systems more effectively, ensuring a competitive edge in customer relationship management.
What are CRMs for Mac?
A customer relationship management (CRM) system is a software tool designed to help businesses manage and analyze customer interactions and data throughout the customer lifecycle. CRMs for Mac are specifically optimized or compatible with macOS, ensuring seamless integration with Apple’s ecosystem. These software are designed to provide Mac users with a smooth and intuitive experience, leveraging the unique features and functionalities of macOS.
Features of CRMs for Mac
When shopping for a new CRM, there are key features you should consider before purchasing. Below, I will outline the most important features to look for in a CRM for Mac, ensuring that your business can leverage the full potential of your Apple devices.
- Marketing Tools: Marketing tools in a CRM help manage campaigns, including social media, email, and events. This feature is important for generating new leads and nurturing existing ones through targeted marketing efforts.
- Email Management: Email management capabilities allow businesses to build templates, automate workflows, and track email performance. This feature is vital for maintaining effective communication with clients and prospects.
- Pipeline Management: Pipeline management is a visual representation of where leads and deals are in the sales process. This helps track high-value leads and ensure they are nurtured effectively to become customers.
- Activity Tracking: Activity tracking keeps a record of all interactions and activities related to sales. This feature is important for understanding customer engagement and improving sales strategies.
- Mobile Apps: Mobile apps for iOS ensure access to the CRM on the go. This feature is useful for sales reps who need to manage leads and deals while away from their desks.
- Territory Management: Territory management allows account segmentation and leads into specific territories. This feature helps plan and optimize sales routes, especially for businesses with field sales teams.
- Lead Scoring: Lead scoring ranks leads based on engagement and potential value. This feature helps prioritize efforts on the most promising leads, improving sales efficiency.
- Sales Forecasting: Sales forecasting uses analytics to predict future sales performance. This feature is essential for strategic planning and resource allocation.
- Multi-Currency and Multi-Language Support: For businesses operating globally, multi-currency and multi-language support ensures that the CRM can handle transactions and communications in different currencies and languages.
- Integration Marketplace: An integration marketplace allows the CRM to connect with other tools and applications, such as Slack, Google Workspace, and LinkedIn. This feature enhances the CRM's functionality and ensures it fits seamlessly into your existing tech stack.
Choosing the right CRM for Mac involves considering these core features and how they align with your business needs. A CRM that integrates well with Apple products and offers functionalities can significantly enhance customer relationship management efforts.
Benefits of CRMs for Mac
Different CRMs have their own set of unique benefits. Here are some of the primary perks you may experience while using CRM for Mac:
- Seamless Integration with Apple Ecosystem: CRM software designed for Mac integrates effortlessly with other Apple products, such as Apple Mail, Contacts, and Calendar. This ensures Apple users have a consistent and familiar interface, enhancing data management and communication efficiency.
- Enhanced Mobility and Accessibility: Mac-compatible CRM systems often come with mobile apps that allow users to access CRM data on the go via iPhones and iPads. This mobility ensures that sales teams and customer service representatives can stay connected and productive, regardless of location, leading to more responsive and efficient customer service.
- Improved Data Management and Reporting: CRM for Mac provides powerful reporting and analytics features that offer valuable insights into sales performance, customer interactions, and overall business trends. This data-driven approach enables businesses to make informed decisions, optimize their sales strategies, and identify areas for improvement.
- Automation of Repetitive Tasks: CRM software for Mac automates various repetitive tasks, such as data entry, follow-up reminders, and email marketing campaigns. This automation frees up time for employees to focus on high-value activities, such as building customer relationships and closing deals, ultimately boosting productivity and efficiency.
- Customizable and Scalable Solutions: Many CRM systems for Mac offer customizable fields and workflows, allowing businesses to tailor the software to their specific needs. These CRM solutions are scalable, meaning they can grow with the businesses and accommodate additional users and features as the organization expands.
By automating repetitive tasks and providing customizable solutions, a CRM designed specifically for Mac helps businesses streamline their operations, make informed decisions, and ultimately enhance customer satisfaction and loyalty.
Costs & Pricing of CRMs for Mac
When considering a CRM for Mac, it's important to understand the various pricing plans and what each offers. CRM software can vary widely in price and features, so find a plan that aligns with your business needs and budget. Below is an overview of typical plan options and their pricing, including common features.
CRMs for Mac Plan Comparison Table
| Plan Type | Average Price | Common Features |
| Free | $0 | Basic contact management, limited storage, and basic support |
| Basic | $12/user/month | Contact management, task tracking, and email integration |
| Standard | $25/user/month | Advanced reporting, custom fields, and team collaboration |
| Professional | $50/user/month | Automation workflows, advanced analytics, and phone support |
| Enterprise | $100/user/month | Custom solutions, dedicated account manager, and premium support |
Choosing the right plan depends on the specific needs and the size of your business. By carefully comparing different pricing plans and their respective offerings, you can ensure you select a CRM that delivers optimal value and supports your growth objectives.
CRMs for Mac FAQs
Can I use a web-based CRM on my Mac?
Absolutely. Web-based CRMs like Salesforce, HubSpot CRM, and Zoho CRM can be accessed through any web browser on a Mac, providing full functionality without additional software.
What are the system requirements for running a CRM on a Mac?
CRMs typically have minimal system requirements, often just needing a recent version of macOS and a stable internet connection. Specific requirements vary by CRM provider, so check their documentation.
Are there any free CRM options for Mac?
Yes, HubSpot CRM offers a free version fully compatible with Mac. It includes essential features like contact management, deal tracking, and email integration.
Do CRMs for Mac support mobile access?
Most CRMs for Mac, such as Salesforce and Zoho CRM, offer mobile apps for iOS devices. This allows users to access their CRM data on the go, ensuring they stay connected and productive.
How do I ensure my CRM data is secure on a Mac?
To ensure CRM data security on a Mac, choose a CRM provider that offers strict security features such as data encryption, two-factor authentication, and regular security updates. Additionally, ensure your Mac runs the latest macOS version and has up-to-date antivirus software.
Can I integrate my CRM with other Mac applications?
Yes, many CRMs offer integrations with popular Mac applications. For example, Daylite integrates with Apple Mail, Calendar, and Contacts, while Salesforce and Zoho CRM integrate with various third-party apps through APIs and app marketplaces.
Is customer support available for Mac-specific CRM issues?
Most major CRM providers offer customer support that can assist with Mac-specific issues. This support can be accessed through various channels such as phone, email, and live chat.
Can I migrate data from a Windows-based CRM to a Mac CRM?
Yes, data migration is possible and often supported by CRM providers. They may offer tools or services to assist with the migration. Ensure you have a backup of your data before starting the migration process.
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