We’ve looked at a mix of both cloud based and desktop CRM apps suitable for everything from small businesses to freelancers. Word for mac crash cut and paste. Here then are the best small business CRM tools for Mac users in order of ranking. Is an amazing, easy on the eye customer and project CRM software designed specifically for Mac and iOS devices. Daylite can be scaled up for medium to large businesses or enterprises but is also an excellent starting point for small businesses too. Daylite puts the focus on project management, giving you a clear overview of patterns and stats across your ongoing projects. Daylite isn’t an SaaS solution and it lacks sales and financial planning features because it focuses on helping you stay organized with your projects, especially on the move thanks to the iOS app. Daylite is organized into 8 different areas – Calendar, Contacts, Objectives, Tasks, Notes & Email, Forms, Groups and Reports.

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Since Daylite is aimed at Project Managers, it gives an amazingly in-depth and easy way of keeping tabs on multiple projects at once. In particular, the Timeline view brings a Facebook style way of tracking project statuses, emails and meeting schedule in real time. Daylite is integrated with iPad and iPhone with a simple, elegant interface that’s tailored for macOS. Daylite also has a ton of features including shared calendars, tasks list and projects organizer. Although it doesn’t have it’s own email client, it does integrate with Apple Mail and adds a Daylite sidebar to Mail which allows you to add and remove contacts in Daylite.

You can view a contacts details in the timeline and easily edit and manage contacts via the People tab in the left hand menu. The Calendar provides a Google Calendar style overview of upcoming meetings and events which you can also edit and add-to from your iPad or iPhone. You can also create calendars to share with specific colleagues.

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Reminders can be also be forwarded to your iOS device from which you can also delegate tasks and projects, create smart lists and more. On the downside, Daylite does require its own database server which you either have to setup yourself or you can use but this starts at $99 a month. You can however work offline and then sync with the server later.

Although Daylite doesn’t cater for the financial side of business, it does integrate with it’s own excellent invoicing app and accounting tool MoneyWorks. Daylite requires a monthly subscription starting at around $30 per user/month and you can. If you need a CRM app that’s got serious project managements tools with excellent iOS integration, Daylite is the best CRM tool you can get for small businesses on Mac. The best thing about can be summed up in two words – simplicity and efficiency.

It really doesn’t come much easier or simpler to use than OnePageCRM which uses a highly effective to-do-list approach to CRM. Although it’s a very simple approach to CRM, it’s clearly successful as companies such as T-Mobile, Remax and Hewlett Packard have used OnePageCRM to convert leads into sales and manage their customer base. OnePageCRM is based around Dave Allen’s well know philosophy and aims to keep your sales team’s focus on converting sales instead of navigating around the CRM app itself – which is definitely no bad thing. One really nice touch is the Easy Lead Capture tool which can automatically import contacts from Gmail, Outlook, Twitter, Facebook and Xing.

This works in your browser and requires just one click to send leads to OnePageCRM. OnePageCRM works in any browser on Mac although there is a dedicated mobile app for iOS and Android too. If you’re looking for a CRM tool to simplify the sales and lead generation process on your Mac, OnePageCRM cuts out all the noise and keeps your team focused. Another advantage of OnePageCRM is that it doesn’t charge you for features you don’t need. There’s one simple pricing plan of $11 per month which allows unlimited contacts and notes plus integration with MailChimp, Google Contacts, Outlook etc. If you’re not satisfied, you’re not tied into a contract and you can quit at any time. You can with no credit card required to judge for yourself.