Software For Sales Contact Management For Mac

Free Contact Management Software
Contact Database Software Mac
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Contact Management For Mac

Full-featured marketing automation and time-saving CRM workflow to connect your sales and marketing efforts 50,000 emails per month to unlimited contacts Features Includes Select features, plus. OfficeClip Contact Management is contact management software, and includes features such as activity management, appointment management, contact history, contact Import/Export, customer pipeline, email marketing, group management, lead management, prospecting tools, search / filter, shared contacts, sales pipeline management, contact database. Jul 03, 2020 The world of business software has offered contact management solutions for many years, probably longer than most other types of business software. But just because contact management apps have existed for many years, that doesn’t mean the products and their functionalities aren’t still evolving. Vendors of contact management software.

Sometimes it gets overwhelming to manage every contact and its ensuing details all by you. The list seems to be growing longer day by day, along with the number of email addresses, messaging handles and phone numbers.

Feb 20, 2020 4 alternatives to the best contact manager for Mac. Keeping track of hundreds of contacts on Mac, and managing contacts across dozens of services and sites is a fussy task, especially for those who get a long contact list. There are still some other best contact management software for Mac that can help users organize and manage their contacts.
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It would make sense to find a right tool to take care of your contact management so that it is under your control. Let’s have a look at the ten best software to manage your contacts:

1. Gmail/Google Contacts

This one obviously had to make the cut. It’s popular for its web accessibility and the fact that it is linked with the best email client out there. Everything that has Google backing it is a huge hit, and this is no exception.
It has a ton of third party applications to support its infrastructure. It has an ultimate syncing tool and a dedicated contacts tool that separates it from Gmail.

2. Plaxo

It is a web based contact management system. It has a very particular focus on connections. Like Gmail, it has an anywhere accessibility feature as long as you have an internet connection and a web browser.

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The unique feature of Plaxo is that it supports syncing to a large variety of popular contact management apps like Microsoft Outlook and Apple’s Address Book. It is cross platform and hence allows you to sync your contacts from almost anywhere.

3. Pipedrive

It is a sales tool for entrepreneurs and small teams with ambitions and aspirations. It helps one visualize the sales pipeline by helping to make sure that valuable contacts and activities remain secure and intact.
People rely on it because it is easy to use and integrate. It is intuitive, and you can use it on the go. The contacts management tool is great at forecasting deals, and it can be used in collaboration with other software like Google Apps, MailChimp and Zapier.

4. Microsoft Outlook

The easiest and probably earliest contact manager to hit the scene. It is the contact manager that was used by almost everyone who works in an office. Microsoft Outlook is not a slouchy contacts manager.
It has a wide array of third party apps to help enhance the contact management chops – including the Plaxo syncing plug-in. It is great at organizing and gets things done without the hassle of managing too many contact management applications in sync with each other.

5. Address Book

Those of you who own a Mac need to search no further to find a contact management software. Apple’s Address Book is easy to use, it integrates smoothly with almost any application on the Mac, and it comes free installed on your computer.
It is that simple. You don’t need to do anything to grab it. It effortlessly syncs all your contact information across your devices and organizes them so you can access it easily.

6. Pobuca

There aren’t a lot of applications out there that will update your business contacts to your phone automatically and then share it with those you need to send it to. Most of the time, we end us losing precious minutes trying to update the contacts lists without sharing.

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We have the solution. Using Pobuca, you can boost your productivity and security by organizing all your contacts in one place; and it can be accessed from any device. Pobuca is a contact management app for the mobile world. You can use your working email address to sign up and then have no worries about the contacts being shared with talented people who need it too.

7. Salesforce

This one easily manages its way into the best contact management software list. It has a well designed and easy to use interface, it has an almost incredible help and support resources system.
One can upload relevant documents and also add call logs, notes & custom tags.
Use Salesforce to display not only the personal contact information but also the other business information and documents gathered from previous interactions. You can add notes and gain an understanding of who else interacts with the said contact.

8. Sage

Another great contact management system, Sage offers you contact information, contact history, archives and integration with social networking profiles. The interface is not as clean as some of the others, but everything is organized into neat divisions describing all you need to know about every contact in the list.
You can connect with Microsoft Outlook or Google Contacts, Facebook, Twitter and LinkedIn profiles, so that you are up to date on every forum.

9. amoCRM

Contact Management has long sine evolved from the simple database system to vital sales too. Here we have amoCRM that goes one step further. It has new features and integrations that keep your leads organized.

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It tracks everything that happens on your websites, your phone, your email – anything that has contacts elements will be synchronized with your application.

10. NetSuite

This client management software – a part of the ERP business solution – is a standalone application. Incorporating some of the popular contact management applications, NetSuite comes in a clean and easy to use interface.
It has tools to interact with customers, tracking leads and managing email campaigns. It can automatically track and import your company’s websites visitors and has a cloud-based data protection that helps integrate the software quickly.
NetSuite has a lot of client management tools to support the growth of your business. The only downside is that it does not support live chat options.

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.

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

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

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.

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:

Free Contact Management Software

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:

Contact Database Software Mac

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