Customer Relationship Management Software Free Mac
Apr 02, 2020 Bottom Line: Insightly CRM is a visually attractive and functionally intuitive customer relationship management solution. Wide range of functionality. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place - no more digging through inboxes to find information. Customer Relationship Management (CRM software) The CRM in Bitrix24 provides a platform to organize and track interaction with potential or existing clients, partners, agents and other contacts. Bitrix24's CRM forms a contact base where the interaction. With a CRM system, businesses can analyze customer interactions and improve their customer relationships. This technology is widely embraced throughout the business world, and the global CRM software market is projected to grow at a compound annual growth rate of 6% a year, with an estimated valuation of approximately $35 billion in 2023. Of course, if you’re considering investing in a CRM.
- Asset Management Software Mac
- Free Mac Software
- Best Photo Management Software Mac
- Project Management Software For Mac
Zoho CRM empowers a global network of over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. Transform your business with the world’s favorite customer relationship management software.
Get started with your 15-day free trial
Constellation Research's Best Enterprise Software Vendor
Zoho has been recognized for its innovation, relentless focus on re-invention, and an ever-expanding portfolio of enterprise-class business applications.
Winner of PCMag's Business Choice Awards for CRM
According to the PCMag survey, Zoho is the most recommended CRM and the only one with a positive NPS score among other leading CRM vendors.
Keep up the sales pace with
remote-ready features
Learn moreConduct sales meetings and presentations
Conduct presentations and meetings from within your CRM. Organize webinars, convert attendees to leads, and get webinar reports, all within your CRM.
Stay ahead of the numbers
Never lose track of sales and performance metrics, even while you are away. From dedicated mobile apps, to blended dashboards, our powerful AI tools ensure you are always ahead of the curve.
Collaborate with your team
Collaborate with your team through common feeds. Share insights, answer each other's questions, and send lead or deal updates to keep everyone on the same page.
Connect with your customers wherever they are
Read more about Omnichannel communication- Reach customers across every channel: telephone, email, live chat, and social media
- Get real-time notifications when customers interact with your business
- Measure the effectiveness of your customer communication and find the best time and channel to reach out to your customers
Save more time with automation
- Automate every aspect of your business and cut out time-intensive, repetitive tasks
- Streamline your lead nurturing process and make the most of every incoming lead
- Trigger instant actions, stay on top of activities, and follow up better with workflows
New to CRM? Get started with our “What is CRM?” guide.
Get real-time reports and insights
More about analytics- Make smarter business decisions with powerful, real-time analytics
- Measure and manage your organization’s territory-wide sales performance
- Track key performance indicators, including current trends and future predictions
Conversational AI for smarter selling
- Find any information you need from your CRM data, instantly with the help of Zia, your AI-powered sales assistant
- Get advanced lead and deal predictions from Zia so that you can identify the leads that are likely to convert and ultimately close more deals
- Receive intelligent alerts, task reminders, and suggestions for the best times to contact your leads based on your past successful interactions
Join 150,000+ businesses who sell smarter, better and faster with Zoho CRM
Why choose Zoho CRM?
Read more- Simple, straightforward user interface with a minimal learning curve
- Flexible, month-to-month contracts supported by transparent pricing plans
- Deployment, consultation, onboarding, and training programs to help you get started smoothly
- Migration wizard to easily import data from spreadsheets or other CRM systems
- Fully extensible developer platform that facilitates tighter integration of CRM with external systems and applications
- Sell on the go with our award-winning CRM apps for both iOS and Android
How a leading global franchise development company scaled faster with the help of Zoho CRM
Brent Dowling, CEO, RainTree
Highly rated by
both critics and users
2019 Gartner Sales Force Automation (SFA) Magic Quadrant - Challenger
Best Sales Force Automation Software of 2019 as reviewed by customers
Best CRM Software for 2019 - Category Leader Ranking
Great User Experience Award 2018 by FinancesOnline
4.50/5
4.20/5
4.20/5
Small business software for mac. 4.00/5
4.00/5
Asset Management Software Mac
Tightly integrated with the business apps you use every day
Learn moreTestimonials from the#ZohoCRMFamily
More CustomersReduced lead to real prospect time by 60%
$1 million to $20 million in just two years
An increase of repeat sales from 20% up to 40%
With Zoho CRM, we experienced a 65% increase in our sales pipeline. We also managed to reduce our lead to real prospect time by 60%, which is huge. I would definitely recommend Zoho CRM to companies that are experiencing complexity with sales and marketing and witnessing rapid growth.
Since switching to Zoho CRM, JusCollege has effectively managed the large volume of contacts flowing through the sales pipeline and has already increased its sales from $1 million to $20 million in just two years. We attribute this to Zoho – being organized, getting more visibility, seeing where the problem points are, and restructuring our business.
Zoho had all of the functionality that we could ever need, at a fraction of the cost of Salesforce. It felt much more intuitive, and I was sure we would be very happy moving forward with Zoho. In less than a year, The NetMen Corp has witnessed an increase of repeat customer sales from 20 percent up to 40 percent, as well as an overall increase in net income.
More CustomersImproved Sales.
Lasting Relationships.
Faster Growth.
What is CRM software?
CRM software is a technology that helps businesses build, maintain, and scale their relationships with their current and future customers. At its core, CRM holds all your customer data in one place and acts as an indispensable source of information for your entire organization. Starting from the point when a lead discovers your product or service to the moment that you close them as a deal, CRM brings greater visibility into an organization's processes and plays a vital role in offering a unified experience to your customers.
Why do I need a CRM software?
Without a CRM, your business will find it tough to manage customer information and offer support when they need it. The success of your business lies in winning repeat customers, and CRM systems play a huge role in achieving that. By helping your brand become more customer-centric, a CRM has a direct impact on your organization's growth and revenue, while drastically cutting down time spent on repetitive data entry and management.
Who uses a CRM?
CRM systems are generally used by sales, marketing, customer support, and service teams in an organization. A good CRM tool usually integrates well with external systems that the other teams in your organization may use. For example, the visibility of important data such as revenue, orders, and purchase information should ideally be shared by both the sales and finance teams in your organization. This avoids manual data entry across different platforms, and allows you to have contextual customer information available whenever they interact with you.
Why shouldn't I use spreadsheets to manage my customer relationships?
Spreadsheets are not designed to do CRM work. When more and more businesses are going digital, you don't want your sales and support teams to be moving backwards in their tech. While spreadsheets can certainly help you with basic information organization, the expectations of customers and the complexity of a growing business make spreadsheets less productive for everyday work. By exclusively using spreadsheets, your organization will miss out on all the important tools that a sales rep or customer service agent needs for success. Features like sales automation or integrations for email and phone have become the norm in business, and for good reason. Spreadsheets simply cannot compare.
How do I evaluate a CRM?
In order to make an investment toward a CRM, it is crucial for businesses to have a CRM evaluation method (or CRM metrics) in place. The prime concern of a CRM system is to improve relationships with customers and generate higher revenue. Therefore, it is necessary to identify if a prospective CRM is intended to track the efficiency of your sales and marketing teams, or to build a stronger relationship with your customers. Getting answers to questions like this will help determine your approach when acquiring a new CRM.
How do I choose a CRM?
Here are some key points that you should consider when choosing a CRM system:
Mapping your key requirements
Now that your organization is on the lookout for a new CRM, it would be good to start with a deep understanding of your current requirements and what exactly you need from a CRM software. If you are unsure about evaluating the product yourself, talk to a product expert, tell them your needs, and let them suggest the best possible solution for your business.
No hidden costs
The true hallmark of any good business software is that it shouldn't force you to pay extra with hidden charges and costly add-ons. Make sure that the vendor's complete pricing information is published online and that you are fully aware of what you are going to be paying upfront.
Ease of use
A CRM software is only as good as the people using it. This is where many CRM investments can go wrong. If your CRM isn't easy to understand out of the box, your team members may examine alternate ways to store data.
Flexiblity
No two businesses are the same, and neither are their requirements. Make sure the CRM that you choose is fully customizable and integrates with the other applications that you use every day.
Read online reviews
This is a great resource for learning the current experience of a product's users. Product reviews can help you in understanding everything about a CRM solution, from the best to the worst. You should also check if the vendor is active on social media and if they are responsive to customer questions.
Secure and compliant
This should go without saying—choose a vendor that puts security and privacy at the heart of their business. Your CRM should be fully compliant with all the latest security standards and regulations, such as GDPR.
What are the key features of a CRM system?
Here are some of the key features that should be a necessity for any CRM system you choose:
Sales force automation
A CRM software should help you streamline your critical sales functions, such as managing your leads, deals, activities, and forecasts. Perform tasks much faster and more accurately with easy-to-create workflows.
Process management
Your CRM should capture every step of your business process—from identifying a prospective buyer to closing a deal. Convert your offline process, map it into your CRM system, and execute complex business functions with ease.
Performance management
Every sale counts. Give your reps the necessary tools that will help them outperform themselves every single time. Get a better understanding of your territory-wise sales performance, future revenue projections, and lead predictions–all within your CRM.
Analytics
The ability to generate insights from sales data, spot trends, and track key metrics allows you to make data-driven decisions. These capabilities are key for any good CRM software.
Omnichannel communication
Your customers and prospects should be able to contact you using any channel that they prefer. A good CRM enables your business to receive, manage, and respond to messages from phone, email, social media, and online chat, all in one centralized place.
Team collaboration
Every member of your team should be able to have a unified communication platform to help them stay connected and work together, wherever they are.
Predictive sales and intelligence
AI is no longer just a buzzword, but an essential component of any CRM that you buy. Having an AI assistant in your CRM can help sales reps by providing contextual information, identifying anomalies, and providing proactive suggestions that can positively impact their closing rates.
Customization
Every business is unique. Make sure that the CRM you end up choosing is fully and easily customizable, integrates with other applications that you use every day, and reflects your business processes.
What are the different types of CRM software?
Based on type
Based on Industry
Based on size
Which is the best CRM software?
We might be a little biased here, but the fact remains that Zoho CRM is used to great success by more than 150,000 businesses of all sizes and types around the world. With more than two decades of delivering world-class software technology to the global business community, Zoho has been the winner of major awards in the CRM tech space and is consistently rated highly by both critics and users. We think Zoho CRM can be the perfect solution for your business, regardless of size and industry. Sign up for a free trial and start your CRM journey today with the world's favorite CRM solution.
Here’re the top 7 free CRM solutions with the highest user ratings.
What is CRM Software?
Customer relationship management (CRM) software allows businesses to better manage customer interactions, support, and relationships through reliable systems and processes. It also integrates organizational processes across marketing, sales, and customer service.
Let me ask you a few questions:
- Does your business use spreadsheets to manage customers?
- Do you want to modernize your sales operations?
- Do budget constraints prevent you from purchasing a full software suite?
If you answered “yes” to any of these questions, you need a solution ASAP. Usually, this means purchasing software or hiring consultants. However, you may not have to spend any money at all. There are many free and open source customer relationship management (CRM) solutions that offer the same functionality and benefits as a paid tool.
A free tool will offer you the productivity of using sales and CRM software without spending any money. What you need to do is search for a free or open-source CRM tool that offers the features you need to meet your long-term business needs.
And that’s where this report can help you. To help you find the right free CRM solution, we analyzed about 160 free and open source solutions on Capterra. Then, we shortlisted the seven best solutions in the market.
Free Mac Software
What does “best” mean? Each of the seven tools listed in this piece has a minimum user rating of 4.36 out of 5 from 2018 to 2019. This rating is the average overall rating for CRM solutions on Capterra. You can find our full methodology here. Products are presented in alphabetical order.
7 best free and open source CRM solutions
Jump to:
Flowlu
Freshsales
HubSpot CRM
Really Simple Systems CRM
SuiteCRM
Vtiger CRM
Yetiforce
1. Flowlu CRM
Flowlu CRM is a cloud-based tool for businesses of all sizes. Its free version offers CRM features such as lead management, contact management, quoting, invoicing, and project management.
Flowlu’s unique selling point (USP) is that it also offers a few business management features such as project management and accounting. This makes it ideal for first-time CRM software buyers who want to automate functions such as sales, marketing, customer service, and finance.
If after using Flowlu you want to upgrade, you can pay for advanced features such as API integration, access control, time tracking, cash flow management, and a knowledge base.
| Pros | Cons |
|---|---|
| Capterra reviewers said that the business management functionality saves time since you don’t have to toggle between different apps. They noted that the knowledge base feature is easy to use and helps the customer support staff quickly address all queries. | Some users feel that Flowlu’s task management interface could be simplified. They noted that the numerous features in the free version, such as contact management, financial management, and task management, can take some time to familiarize. |
Cost to upgrade: Apart from the free version, Flowlu has four pricing plans: Team, Business, Professional, and Enterprise. The Team edition is priced at $29 per month for up to eight users.
Most suitable for: Businesses of all sizes that are looking to manage various functions, such as sales, marketing, and finance, with the help of software.
Mobile apps: Android, iOS
Opportunity management in Flowlu
2. Freshsales
Freshsales is a CRM tool for businesses of all sizes. Its freemium plan offers contact management, lead management, email marketing, and interaction management.
The USP of the Freshsales freemium offering is the unlimited number of users and contacts. This plan also offers phone and email support.
The paid versions offer features such as sales pipeline management, SMS integration, built-in phone, workflows, multicurrency support, and a mobile app. Freshsales can be deployed on premise or on the cloud.
| Pros | Cons |
|---|---|
| Capterra reviewers find the integration with Microsoft Office and GSuite helpful in syncing emails and calendars. They also said that Freshsales’s interface is easy to learn and navigate. This lets them create, assign, and track tickets with ease. | Some reviewers feel that the reporting module could be made customizable. They also mentioned that it can take time to completely familiarize yourself with the upgraded version because of a high number of features in the paid plans. |
Cost to upgrade: There are four upgrade options: Blossom, Garden, Estate, and Forest. The Blossom plan starts at $19 per user per month.
Most suitable for: Businesses of all sizes that need a free solution for more than two users.
Mobile apps: Android, iOS
Lead scoring dashboard in Freshsales
3. HubSpot
HubSpot is a cloud-based CRM solution for small and midsize businesses (SMBs). Its free version includes contact management, email scheduling, live chat, and meeting management.
HubSpot’s USP is its contact activity tracking. The free version lets you track the activity of contacts on your website for up to seven days after they are added to your contact list.
HubSpot’s CRM is completely free and there are no upgrade costs. But you may need to purchase other HubSpot products, such as Marketing Hub(for marketing automation), Sales Hub (for sales automation), and Service Hub (for customer service automation), to support the CRM.
| Pros | Cons |
|---|---|
| Capterra reviewers said that the Kanban board functionality helps them manage deals efficiently as the dashboard shows a snapshot of all the deals. They also noted that HubSpot’s integration with Gmail and Outlook was useful in mailing out the campaigns. | Some buyers feel that the contact management functionality could be improved. For instance, HubSpot doesn’t let them add multiple email addresses to a contact or merge two companies in the database. Users also felt that HubSpot could include more detailed reports in the free version. |
Cost to upgrade: HubSpot CRM is free for all users. However, you have to pay for other HubSpot products that support and enhance the CRM’s functionality.
Most suitable for: SMBs that are currently using spreadsheets to manage customer communications and want to improve contact lists with basic CRM software.
Mobile apps: Android, iOS
Best Photo Management Software Mac
Deals pipeline in HubSpot CRM (Source)
4. Really Simple Systems CRM
Really Simple Systems CRM is for small businesses. Its free version supports up to two users and includes sales pipeline management, document management, contact management, and reporting functionalities.
The free version’s USP is the API integration. It lets you connect your other applications, such as accounting and project management, and handle 50 API calls per day.
Really Simple System CRM’s paid versions offer access control, advanced reports, single sign-on, and marketing automation functionalities.
| Pros | Cons |
|---|---|
| Capterra reviewers like the product customizations. They can customize data fields in the contact database, accounts, opportunities, and reports. They also find the task management functionality effective in managing customer interactions. | Reviewers feel that the software’s interface could be made easier to navigate. Some also said that the reports aren’t easy to configure. |
Cost to upgrade: The vendor offers three upgrade plans: Starter, Professional, and Enterprise. The Starter package is priced at $15 per user per month.
Most suitable for: Small businesses looking for a free CRM solution that integrates seamlessly with the business software they currently use.
Mobile apps: Android, iOSS
Dashboards in Really Simple Software CRM
5. SuiteCRM
SuiteCRM is an open source CRM solution for businesses of all sizes. It allows users to manage customer interactions across sales, marketing, and customer service teams.
SuiteCRM offers different open source solutions for startups, small businesses, and enterprises, making it suitable for businesses of any size and type.
| Pros | Cons |
|---|---|
| Capterra reviewers find the product’s features, such as contact management, project management, and billing, helpful for different departments such as sales, marketing, and finance. They also said that the reports are highly detailed and allow you to easily analyze the performance of your sales and marketing operations. | Users noted that the free version doesn’t include agents-based customer support (though you can ask questions on its community page). Some also pointed out that it requires technical skills to customize SuiteCRM’s features. |
Cost to upgrade: SuiteCRM is an open source product. It is available for free.
Most suitable for: Businesses of all sizes looking for an open source CRM software.
Mobile apps: Android, iOS
Lead management in SuiteCRM (Source)
6. Vtiger CRM
Vtiger CRM works well for SMBs and can be deployed either on-premise or on the cloud. The open source (i.e., the free) version includes contact management, marketing automation, sales automation, and customer support modules.
The open source version’s highlight is its Microsoft Outlook plug-in, which allows users to send emails and sync their calendar with Outlook.
Vtiger also offers paid cloud-based plans for managing sales, marketing, and help desk operations.
| Pros | Cons |
|---|---|
| Capterra reviewers said that Vtiger’s management console is easy to use and helpful in tracking and managing cases online. They also said that the open source version was easily customizable to their business’ needs. | Reviewers find the product’s email templates slightly outdated and feel that the vendor should update the templates and offer more options. Some also find the lack of Facebook and WhatsApp integrations a disadvantage because sometimes customers prefer to communicate via these channels. |
Cost to upgrade: The open source version of Vtiger is free for everyone.
Most suitable for: Businesses of all sizes looking for a CRM solution that integrates with their Microsoft Outlook account.
Mobile apps: Android, iOS
Sales opportunity tracking in Vtiger CRM
7. Yetiforce
Yetiforce is also an open source CRM solution for businesses of all sizes. It has the highest recommended rating on this list. The software helps businesses manage leads, store contacts, track meetings on their calendar, send email campaigns, and manage customer interactions.
Yetiforce maintains an active GitHub repository for tech-related queries to help tech teams customize the product.
Project Management Software For Mac
| Pros | Cons |
|---|---|
| Yetiforce is a GDPR-compliant software, which makes it ideal for businesses that have operations in the European Union. Reviewers find Yetiforce’s interface easy to customize to their requirements. | Though reviewers find the GitHub community helpful in answering their technical queries, they feel that the product documentation could be more detailed. Some also pointed out that the software can be difficult to use for employees who have limited technical proficiency. |
Cost to upgrade: Yetiforce is an open source solution, and therefore, available for free.
Most suitable for: Businesses of all sizes that have global operations, especially in Europe.
Mobile apps: Not available
Leads dashboard in Yetiforce
The final verdict: Which free or open source solution should you purchase?
After reviewing our list of free and open source CRM solutions, the next step is to find a solution that best fits your business needs. Follow these steps to find the right product for your business:
- Decide whether you need a free or open source solution. Compare each solution’s total cost of ownership (TCO) by checking the costs of implementation, data storage, training, IT staff hiring, upgrades, and other important factors.
- Ask your IT staff/consultants/third-party IT services provider whether they can implement an open source CRM on your existing network infrastructure.
- Review this list and select the features that will meet your vital business needs. Eliminate products that don’t offer the essential features.
- Compare the free usage limits (such as the number of free emails or contacts) and shortlist products based on your current requirements.
- Compare the upgrade costs of the various products and select one that will fit your budget when (or if) you upgrade the solution in the future.
If you are currently using a free CRM solution that’s working well for you, let us know about your experience in the comments section below.
For more information on CRM systems, check out the following resources: |
Methodology
This article was updated Aug. 2, 2019. Products considered for this article fulfill the following criteria:
Free products
For the purposes of this article, we classified a product as free if:
- It offers a free, standalone version of the software.
- It is not a trial version of the software where you must purchase a paid version after a limited amount of time.
Open source products
For open source software to be evaluated for this article, the tool has to make its source code open to everyone to inspect, modify, and enhance. The source code must also have been updated (full version or small fix) within the past 12 months and must support one of the following operating systems: Windows, Mac, or Linux.
Selection criteria
The products that met the above criteria were then evaluated against our CRM software definition—customer relationship management software helps organizations manage information (e.g., contact details) about current and potential customers. CRM is a technique of putting customers at the heart of your business and using data about them to tailor a unique experience for each individual.
The software consolidates customer information in one repository so that businesses can better organize and manage relationships, automates the common processes, and provides tools for monitoring performance and productivity.
This check verified the basic CRM capabilities and appropriateness for the category. A product was classified as CRM software if it contained all the core features—contact management, interaction tracking, and lead management.
Software that met the market definition also needed a minimum of 10 reviews published on the CRM software category page between May 8, 2018, and May 7, 2019.
Disclaimer
The content in this piece provides opinions and points of view expressed by users and does not represent the views of Capterra.
Looking for Customer Relationship Management software? Check out Capterra's list of the best Customer Relationship Management software solutions.