CRM software has come a long way in recent years with developers offering solutions that have an incredible amount of features that make the process of managing leads and contact information far easier. However, while all CRM software will give you the basic features not all of them will be appealing to the eyes.
I’ve picked seven of the most visually pleasing CRM solutions for Mac, and hopefully these can make your become a bit more beautiful. All of these solutions are based in the cloud, rather than having standalone Mac clients so technically I guess they should be classed as CRMs for Safari or Chrome. However, taking up a subscription plan on one of these CRMs is arguably a smarter move than downloading a client-based CRM software for Mac. The obvious advantages are that you can use these CRMs on your Mac or any other device, wherever you go. Another boon is that these CRM apps have lots of integrations with other business software that you might be using.
Read on to find out more!
There are several reasons why Insightly is a good product. For starters, it is a comprehensive product that bundles together a range of functionality into one cloud-based app. It is a project management solution, collaboration tool, and CRM system rolled into one. Add to that, Insightly is easy to set up, through integration with Google applications, Dropbox and the Office 365 package, and you have a one-stop solution that ensures good user adoption.
In addition to this it’s attractive and user friendly interface makes it easy for businesses to be up and running within minutes. Simplicity is definitely a key element of the visuals with charts and minimal options on display to ensure you never get confused.
Price: Freemium Option. Pricing starts at $12/month per user.
There is, probably, no reason not to introduce Salesforce to the average SaaS user. The California-based company blazed a trail in this space by offering the first popular CRM solution in the cloud, making it a benchmark for other, similar apps in the space.
Salesforce adds to its interface with the addition of avatars through the Salesforce Chatter tool which allows conversation between teams. Being able to add a picture of yourself in the chat speeds up identification and personalizes the process, making sure colleagues aren’t just seen as another person behind a computer screen.
Price: From £17/month per user.
Having a mobile app is key for any CRM solution, and that is where Base CRM comes into its own. All of the features of the app are available on-the-go and work seamlessly, no matter what mobile device you are using. It may not be as big a name as the likes of Salesforce, Zoho, and Nimble, but it sure is one to watch.
Base CRM is one of the most aesthetically pleasing CRM tools I have found, making it a perfect fit for design-savvy Mac users. Adopting a clean interface which carries over across to their mobile applications, a user will struggle to complain when using Base.
Price: Pricing starts at $25/month per user.
Infusionsoft is another cloud-based system that has strong CRM capabilities, alongside marketing and eCommerce functionality. This CRM for Mac allows you to keep all your contact information, import these contacts from other systems such as email, prioritize them according to importance, score them based on their marketing interactions, and track their engagement. Another plus is that it caters specifically for small businesses.
Mac users will love that Infusionsoft is catered for small businesses as this is reflected in the engaging and simple user-interface. Your day-to-day schedules in Infusionsoft are beautifully visualized and contact cards are set up so that the most important information is readily available.
Price: From $199/month.
Zoho CRM has customizable dashboards that provide regular, status updates about your deals. This CRM – part of the Zoho suite of products – allows your to track contacts and leads separately, enabling better segmentation of your conversion rates. The dashboard then provides you with a snapshot of your deal flow. Finally, the CRM integrates with a bunch of SaaS solutions in the market to enable easy import and export of data.
Zoho is a CRM for Mac users which focuses on using graphs and charts to visualize the CRM process. The overall benefit of showing data in this way is that it shows data in a clean and accessible way, making it more engaging for those that wish to analyze it.
Price: From $12/month per user.
A list of top CRMs wouldn’t be complete without Nimble. Where Nimble stands out is in its social capabilities, as it automatically links social profiles on Facebook, Twitter and LinkedIn to business contacts, allowing you to engage better and through more channels. As well as social engagements, it brings email conversations, calendars, and contact profiles together in one place.
This social interaction will be incredibly easy to utilize for Mac users with the live contact profiles provided by Nimble. This allows you to, when browsing on LinkedIn and other social networks, bring up a straightforward and uncomplicated dashboard. This summarizes all the information Nimble has gathered on a particular person and makes gaining the important facts much easier.
Price: From $15/month per user.
Pipeliner prides itself on being a visual solution, with a plethora of interactive 3D charts and dashboards. Not only that, it boasts a super simple pricing plan with a flat fee per month, meaning you won’t be caught out by any additional extras sneaked in their by a vendor. If you’re interested in finding out more about CRM pricing structures, Pipeliner has put together a useful post on demystifying costs.
Being a visual solution, similar to Nimble, Pipeliner makes every aspect of its software exciting. Where this is most evident is in the dashboards that can be personalized with an array of different visual representations, making it as clear and customizable as any of the best CRM software for Mac.
Price: From £25/month per user.
For more information about the top CRM software for Mac, visit our sister site GetApp and compare the top CRM applications. Let us know in the comments below your preferred CRM tool!