The main downside of using a Mac only CRM desktop app though is that you may have problems when new versions of macOS are released like Catalina, Big Sur, Monterey and Ventura. However, some such as Daylite are designed specifically for Mac, iPad and iPhone so that you can sync them between iOS and macOS. The fact is that the majority of CRM tools on the market now are SaaS Cloud based solutions.
Naturally, we also gave preference to CRMs with Mac desktop apps which as we found, are few and far between nowadays. The most important thing we looked for in these CRM solutions were integration with Apple’s built-in productivity tools in macOS such as Contacts and Mail. Reports allow you to take stock of how your business is doing periodically so that you can strategize and identify where improvements can be made. The best CRM software can automate your customer management tasks such as on-boarding, follow up emails, SMS messages and contact reminders. You’ll also have a much better history of customer interactions to use when dealing with long term clients. A CRM solution makes it much easier to handle customer enquiries, follow-up leads and manage social media interactions across multiple channels. If you don’t already use project management software, CRM tools can be used for things like assigning tasks, logging work and tracking time. Some of the most significant advantages of using a CRM system are:
However, there are some Apple only CRMs such as Daylite which is designed specifically for macOS and Apple devices. Nowadays, most Customer Relationship Management software are SaaS (Software as a Service) cloud based systems that run in any web browser on a Mac or PC. Rather surprisingly, Apple don’t make CRM tools for either macOS or iOS. There is currently no such thing as a CRM software made by Apple.
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