Contact relationship management software brings all of your client information into one application rather than scattered between spreadsheets, address books and email programs. CRM features often include email integration, so you can send and receive email from right within the program, and customer interaction tracking, so you can see at a glance who has helped your clients and how well issues were taken care of.
The best CRM for Mac software includes additional business tools, such as sales and marketing features, and ways to track employee progress. This further eliminates the need for more software solutions, brings even more transparency into your office and decreases the number of missed opportunities to optimize customer interactions.
We tested several Mac CRM solutions, ultimately ranking Salesforce, NetSuite CRM and Elements CRM as the best in the industry. We've also written articles on CRM for Mac to give you more information on choosing a solution that is perfect for your organization.
When comparing CRM for Mac software, consider the specific needs of your company, including whether you need an on-premise solution or the flexibility of a cloud-based application or mobile app. It is helpful to know how many contacts you need to work with and store, and how many users need to access the application since some CRM solutions place limits on these. Here are some additional criteria we use in testing CRM software for Mac that you may want to consider.
Managing contacts is the most important feature of any CRM software. Tools range from simple address books to customer portals and accounts with the ability to track interactions. Software with file sharing allows multiple users to view client information and insert notes for other users to use simultaneously. Changes to a contact's account are immediately available to any department since client information is updated in real time. This is valuable when tracking down answers to customer concerns or charting IT problems that may be a pattern.
The best CRM software lets you send email and dial out to your customers from within the application. It also includes workflow automation that uses your designated information to create and assign tasks for various projects and campaigns.
Sales & Marketing Features
More and more developers are including sales and marketing features in Mac CRM software as a way to bring even more transparency and connect the project pipeline so each department is on the same page from sales to IT support and customer service. As with contact management tools, sales applications should allow your sales teams to collaborate with each other and with other departments.
Marketing campaigns, including email marketing, sales automation and lead generation, are all part of good CRM software. Many CRM programs generate reports, such as purchasing and vendor reports, to help you forecast how successful a particular marketing campaign will be. Not many CRM solutions include ways to track competitors, but the best CRM software does.
Employee Tracking & Support
A group calendar that allows all users access can be used to assign and keep track of everyone's work schedule and daily to-do list. Some CRM software applications have additional features that track when employees finish a task and generate reports. These tools are invaluable in tracking and reviewing overall employee performance.
Most Mac CRM solutions that have document-management capabilities, or the ability to upload documents, also have the function of creating a knowledgebase for their employees. You can use this to include examples of completed projects, good business practices and company policies that employees can access if they have questions.
One great feature that not many Mac CRM tools have is a social CRM. This allows you to create a social network within the CRM for your employees to connect, share ideas and get to know everyone on their project pipeline.
Ease of Use
While testing Mac CRM software, we looked closely at how easy the program is to navigate, if the various function tabs are easy to locate and if the layout is logical. The best CRM for Mac applications don't have a lot of extra clutter, such as unnecessary text or images, or require extra steps to complete simple tasks, such as entering in new client information.
Every CRM solution has a help tab with a typical search function to help you look up how a specific function works. Some solutions embed other helps such as FAQs and video tutorials within the program so you can find answers without needing to toggle out of the CRM program.
Help & Support
Installing and using CRM software on your Mac should be straightforward, especially if there are embedded helps within the program. However, it's nice to know that you can connect with reliable customer support in case you need it. Support options vary by company but generally include both telephone and email support. Some offer online chat and social connections, such as Facebook and Twitter pages.
Mac CRM software should help you keep all of your contact information organized and secure. When the program includes applications for sales and marketing as well as employee tracking, it eliminates the need for more software while helping your company become transparent and more efficient in fulfilling client needs and reaching sales goals.