Among the highlights are Mailchimp, Google Contacts, Zendesk and GSuite but there are many more ranging from invoicing and accounting apps to inventory management. Subscriptions are pay-as-you-go so you can cancel at any time without penalty. You can start using a Capsule Professional plan now for free and try it for 30 days to see what you think. DataGrys is an excellent professional CRM tool aimed at small businesses. DataGrys allows you to easily enter customer data or if you have them already stored in macOS Contacts, it can import contacts along with any reminders.
If you need more details, the Orders tab in DataGrys provides a very detailed order overview including payment due dates, shipping costs and tax details. You can customize the tax details according to the region of your customers. The Opportunities tab helps you keep track of potential opportunities with new clients and tracks whether orders with them were won or lost in the end. Keeping customers happy is also a feature of DataGrys with a detailed Support log of issues or problems your customers have had and links to your social media accounts in order to announce fixes and solutions to tickets logged.
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You can even track the products of competitors via the Competition tab to monitor how your prices compare with your rivals. Studiometry Express is a very slick CRM application which is perfect for creating and tracking projects, contacts, billable expenses, contracts, reports and more. The Express version has most of the features of the full version but lacks things like multi-user syncing, Gantt charts and advanced-user summaries.
You can see details of all the differences in the Studiometry v Studiometry Express comparison chart. There is no social media monitoring in Studiometry but there is a companion iOS app for iPad and iPhone. Philasmicos CRM 2 is a simple client management software for Mac aimed at freelancers and small businesses.
It is well integrated with Calendar, Contacts and Apple Mail and is very easy to install and setup with no external databases to configure. Philasmicos Contacts automatically imports contacts from macOS Contacts and you can manually enter data such as social media accounts.
Although it is quite scalable for bigger concerns, it is better suited to a peer-to-peer environment. Costs approx. Their newly released Prophet version 4. Previous versions: Prophet v3. Read our previous review. Review of Prophet 5. This Award winning Microsoft Outlook addon is inexpensive and proven, and boasts an impressive client base. Their award-winning products have been around for years and are well established and stable. They offer various CRM Outlook solutions so have a look to see what suits your requirements. They also offer CRM for Handhelds solution what is worth looking at. Additional MS Outlook resources can be found at Slipstick.
Have all your Outlook questions answered here: Need a CRM? Do our free CRM. Needs Analysis Quiz.
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I am new to Mac, and bought it with Parallels — for this very purpose. However, have you run into questions about font sizes? So far, ACT! Thanks for your thoughts. Ironically we see larger and larger desktop monitors and smaller and smaller monitors on tablets and other mobile devices.
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You might also take a look at this Knowledge Base article that offers additional suggestions: I am curious if you have heard this yourself. I know you are close to the people at ACT and SwiftPage and was hoping you could shed some light on this. Regards, Mark. Hi Mark, I actually just came back from the Act Global conference. The new version, v18, is slotted to release on December 8 of this year. And no, there has been no discussion of Mac compatibility other than making improvements to the web product to make it work better with the various browsers including Chrome.
For the most part they use Parallels to run Act on their Macs, or use Act on a hosted environment.
The price of hosting has gone way down so that is a good alternative. I have used ACT! But, for a variety of good reasons, am going to switch to a Mac. Not sure if you also will run Outlook under Parallels but if so I would look at Gigs. The recommended memory is actually 1 G but I find that much too small. I use a mac and have been trying Act Premium Web.
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I like to do a lot of mail merge snail mail each month. I have Microsoft Word for Mac installed. Will I be able to use this feature? If not is there a work around?
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However, those environments can get a bit costly once you purchase the extra software and memory required. The other option is to run a hosted version of your CRM solution which works great for the majority of users. However, in your case you want to send snail mail and Act for Web will not recognize your Mac for Word. I have 2 computers — one a pc running act! Hi Edan, Absolutely all of your Act data would be shared between your 2 machines. Any changes you make would automatically transfer to the cloud and therefore be viewable on the Mac and any changes you made on the Mac would transfer from the cloud back down to your PC.
What is recommended?