Crm software for mac and pc

BusinessMan CRM For Mac & Windows It offers sales automation, customer service and support, marketing automation and social CRM within Freshsales is a cloud-based customer relationship management CRM solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Key features include one-click Firepoint is a cloud-based lead generation and business management solution that caters to small and midsize businesses in the real estate industry.

It helps users manage leads, track team activities and report key metrics. FunnelMaker Sales. FunnelMaker is a cloud-based customer relationship management CRM solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity management. LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, Boomtown provides marketing and sales automation solutions for the real estate industry.

Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales.

CRM Dashboard

Compare CRM Software For Mac to find the best fit for your business. If your company decides to go the PC route, for instance, you can continue to run your. Find and compare Mac CRM software. Free, interactive tool to quickly narrow your choices and contact multiple vendors.

Kizen offers a cloud-based suite of marketing, customer relationship management CRM and sales tools suitable for small and midsize businesses in a range of industries. Features include contact and lead management, form automation, No reviews. Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range Bpm'online is a process-driven customer relationship management CRM solution for marketing, sales and service automation.

The solution allows companies to manage the customer lifecycle from lead to sales and to ongoing customer service. Pipeliner CRM. Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they are SalesOutlook CRM. SalesOutlook CRM automatically syncs all customer data at one place.

All files and email correspondence Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses View More Products. Buyer's Guide by ,. Common Features of Mac CRM Software Marketing integration Lead management including tools for lead generation , scoring and nurturing , email and event marketing, landing pages, Web and marketing analytics tools and campaign management. Sales force automation Contact and opportunity management, workflow automation, territory management, sales forecasting, pipeline analysis and reporting.

Field service management Dispatching, scheduling, invoicing, inventory management and order management. Call center automation Call routing, recording and monitoring; load balancing, call list management, autodialing, scripting, computer telephony integration CTI and interactive voice response IVR. Help desk automation Trouble ticketing, knowledge management, self-service, IT asset management, network management, service level agreement SLA management and remote control.

Channel management Lead and contact management, partner portals, partner relationship management and market development funds management. Important Considerations As you evaluate which option is right for managing your customer relationships, there are a few additional things to keep in mind. Social CRM. CRM vendors increasingly offer social functionality e. These systems allow you to access and use data from social media networks such as Facebook, LinkedIn and Twitter.

Meanwhile, a Web-based solution may not be built to run natively on iOS, resulting in a poor user experience on your mobile device. BusinessMan allows you to run your business the way YOU want to and not the way the software tells you to. BusinessMan customers are also offered discounts of up to Never before has there been such a complete package that allows companies to achieve their business management needs without breaking the bank. Computech offer a one-to-one live demonstration of the BusinessMan System by appointment.

Pricing and Availability: Attractive Multi User pricing is available, for example: Full pricing details are available on our dedicated BusinessMan website. FileMaker, Inc. FileMaker Pro won 52 awards, more than its next eight competitors combined, from in the U. Millions of customers, from individuals to large organisations, rely on FileMaker, Inc.

Buyer's Guide

BusinessMan has been developed using the latest version of the award winning cross platform database FileMaker Pro, ensuring all the latest features are exploited. Computech IT Services have been developing business software solutions and supplying hardware since As well as serving customers, Computech also develop their own in house software.

Computech have provided complete business solutions, software solutions and services for many types of small, medium and corporate businesses including banks, the Environment Agency, constabulary, supermarkets, security companies, printing industry, local government, financial services and national retail outlets.

About FileMaker, Inc. All Rights Reserved. Need a CRM? Do our free CRM. Needs Analysis Quiz. Product Type Product Author Reviewed by on. Computech IT Services Ltd is a long established business offering FileMaker database development, website design and hosting, networks and consultancy, bespoke software applications and hardware to clients throughout the UK as well as internationally. The company, which can be found in Saltash, originally started out in and has many years experience in the IT industry.

For SME businesses, with customisation available and the flexibility to suit your requirements. We understand that every company works in their own way. Run efficiently with happy customers. If you have a field sales team that leaves their laptops behind and instead works on their tablets and smartphones, then you need to give them the tools they need. The ability to act as a lynchpin for a well-planned marketing automation strategy is one of the most valuable aspect of CRM software, and it's a shame that not all software packages offer it—though most are beginning to get there.

Marketing automation is a popular term these days and it refers to the software's ability to remind sales and marketing representatives to follow up with customers at the right time. Automation reminds you—or, in some cases, actually handles the task for you—of needed activities such as following up 30 days after a sales purchase with a coupon or calling the sales prospect 14 days after the individual signed up for a trial of the software.

It can also extend to other software, such as kicking off an email marketing promotion based on criteria that are reached during a phone call with the customer, even if that call was initiated with the CRM system. This also extends to lead management, which is a core capability of all CRM platforms. Lead management tracks and manages prospective customers often called leads or "opportunities" across lead generation and acquisition and throughout the sales pipeline. Lead management can be executed in more of a hands-on manner through tracking progression in a sales pipeline dashboard or reports.

Some CRM software providers use a greater degree of marketing automation to trigger actions and sales stages based on lead progression. Lead management is a part of all CRM platforms but how the provider handles it can make a big difference. Some CRM platforms have email marketing built in while others can connect with a third-party service, such as Campaigner or MailChimp. Automation can also play a part in email marketing, where an action by a prospect, lead, or customer, triggers an email or email campaign. For example, if a user signs up for a webinar on your website, then that can trigger a series of emails about what to do next.

Likewise, if a user cancels their account, then that action can trigger an off-boarding campaign that prompts them to save their data or it can trigger an incentive campaign offering discounts or other perks if they decide not to cancel after all. Automation can also mean changing the status of a customer or prospect based on an action on their part. Bpm'online uses automation and predictive technology to remind users to complete tasks and guide them what to do next. Salesforce launched its Einstein AI-based business intelligence BI platform, which can also provide automation across email management, lead and opportunity scoring, and forecasting.

These technologies have a huge potential to save time and to help sales teams perform even better.

It's important, as we've noted, to determine which features are included with your subscription and which require a third-party add-on. However, it's also worth looking at the software you already use to see if it's compatible with the CRM software you're considering. Maybe you already have email marketing software that you love or you want to connect your cloud storage service, lead management tool, or customer service management platform. As we've mentioned, you'll definitely want to be able to connect your email account and perhaps your calendar, too.

Integration today takes two basic forms. The easiest is if the CRM system or the system to which you're trying to connect supports the other as a "native" integration. That simply means that the company in question has a prebuilt integration module you can simply select, download, and implement as needed. You'll have the best luck with big-name targets here as many companies pre-build integrations for companies such as NetSuite or Salesforce, for example.

With an API, you can have your in-house IT staff provided they can do some coding or an out-of-house contract programmer build a custom integration for you. That option certainly provides the most flexibility and customization but it can also add significant cost depending on the level of your coding talent. Once you've been using CRM software to manage your leads and deals, you can see how successful you've been and where you're falling short.

Look for CRM software with reporting features that can be customized so that you can see how employees are performing and which types of customers are responding. Look for a tool that lets you export reports if you need to present high-level data to company stakeholders. Next, take that API or native integration and plug it into whatever business intelligence BI tool your organization likes best. These can keep you, your sales team, and anyone else with access to the CRM data completely current on sales statistics, demographic information, product popularity, and any number of other metrics.

Additionally, only today's BI tools let you combine data from multiple sources—such as your CRM database on one side of the business and your warehouse and supply chain on the other—and ask complex queries that take multiple data sources into account to provide new insights that any one data source simply couldn't. Invest in security. There's no simple way to put it. When you're working with the sales pipeline and customer data, make sure security is top of mind—especially if you're using a SaaS-deployed CRM solution which means not only the app but likely also a big chunk, if not all, of your customer data resides in the cloud.

You should feel comfortable with the company's security requirements. It is a warning sign if your CRM software lets you select a password but doesn't generate an audit trail whenever someone makes a change, or if it doesn't let you define the access controls for each user. Customer data is an extremely valuable commodity especially now that customers are more reluctant to part with it. Securing it isn't just about maintaining privacy ; it's about protecting profitable relationships that directly impact your bottom line. Integration plays a role here but it's mostly about research.

From an integration standpoint, you can make sure your chosen CRM software can integrate with as much of your current IT security software as possible, such as your identity management system, for example, so your employees can take advantage of single sign-on authentication. But even more important than that is doing your homework. That means digging deep into the vendor's service level agreement SLA and ascertaining exactly where your data resides, who is responsible for its safety, and what happens if there's a problem.

Doing some Google surfing to see whether this vendor has been breached in the past and what their response was is another good indicator of just what you're getting your data into. In this roundup, we tested some of the most popular CRM software packages on the market today. We've worked hard to evaluate this CRM software with the aforementioned criteria in mind, so check out each of the reviews below to figure out which package is right for you.

All have their strengths and weaknesses—some are geared more toward small to midsize businesses SMBs while others have broader email marketing capabilities. Some CRM systems are easier to use out of the box, with simple navigations and standard workflows, while others offer deeper and more complicated degrees of customization.

Some are dirt cheap while others can be quite expensive when you start moving up tiers, scaling up your sales workforce, or adding premium functionality. However, depending on your business needs, the size and scope of your sales team, and the means by which your organization aims to engage and grow its lead and customer base, any one of these CRM platforms might have the right combination of price and features to work for you. Free version available.

Mac CRM Software

Very intuitive interface. Excellent email integration. Gets costly when you start to add premium functionality. Relatively new, so some minor feature oversights, such as only allowing a single email address per contact record. But while it's an easy step to take at first be aware that it can get pricey if you flesh our its features as your organization grows.

Robust feature set. Gamification modules. Google integrations. Helpful reports. Free for up to 10 users. Powerful email marketing tools. Workflow automation limited to Professional edition. All in all, an easy pick for Editors' Choice. Offers a wealth of integrations. Excellent customization capabilities Intuitive interface.

The Best CRM Criteria

Third-party integrations could be better. Lacks ability to set reminders for certain customer actions. A nice price and a good feature set make this app well worth considering. Email tracking and templates. Granular sharing settings. Power BI integration greatly improves reporting capabilities. Expanded workflow management features in mobile apps.

Creates web forms to harvest leads. Lead assignment rules only available to Professional and Enterprise plans. No automatic email forwarding. Lead and contact information split into separate tabs. Pipelines not available for leads.

  • Best CRM Software For Mac - Reviews, Pricing & Demos?
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However, this platform adds on some tools you don't see under a CRM hood every day, including data gathering and project management features. Performs task automation. Personalized tools for event planning, ad campaigns. Predictive unified business process. Feature hiding capabilities. Automatic triggers for marketing campaigns, like programming emails. Relatively short trial period. Initial experience can be daunting.

Pricing and Add-ons

Forms require some coding skills. Doesn't directly work with social networks like Zoho CRM does. It does well in the custom reporting and dashboard departments and also includes features specific to digital marketing automation. Simple, uncluttered user interface. Low monthly price. Multiple active pipelines for each lead. Straightforward lead management tools. Basic reporting.