15 Best CRM Software for Mac in 2024

1. Corexta

Corexta emerges as a top contender in CRM software tailored for Mac users. With its sleek interface and robust features, Corexta offers a comprehensive solution for businesses looking to streamline their customer relationship management processes. Its seamless integration with Mac systems ensures a hassle-free user experience, making it a preferred choice for many.

Best Features

• Project Management: Corexta excels in project management, offering tools that help you plan, execute, and monitor projects with ease. You can set milestones, assign tasks to team members, track progress, and ensure that projects are completed on time and within budget. The project management feature includes Gantt charts, task lists, and collaborative tools that enhance team productivity.

• Client Management: Corexta’s client management system allows you to store comprehensive client information, track interactions, and manage communication effectively. It provides a 360-degree view of your customers, enabling you to understand their needs and preferences better. This feature helps you build stronger client relationships and improve customer satisfaction.

• Finance Management: With Corexta, managing your finances becomes straightforward. The finance management tools allow you to handle invoicing, track expenses, and generate financial reports effortlessly. You can keep an accurate record of all financial transactions, making it easier to manage budgets and make informed financial decisions.

• HR Management: Corexta offers a robust management module streamlining various HR processes. You can manage employee data, track performance, handle leave requests, and ensure compliance with labor regulations. This feature is designed to enhance HR efficiency and improve employee engagement.

• Asset Management: The asset management feature in Corexta helps you keep track of your business assets, monitor their usage, and manage maintenance schedules. You can record details of each asset, track their location, and ensure they are utilized effectively. This reduces the risk of asset mismanagement and loss.
• Recruit Management: Corexta simplifies the recruitment process with its recruitment management tools. You can post job openings, track applicants, and manage the entire recruitment workflow from a single platform. This feature helps you find the right talent quickly and efficiently.

• Payroll Management: Corexta’s payroll management system automates salary calculations, tax deductions, and payroll processing. It ensures that your employees are paid accurately and on time, reducing administrative burdens and improving payroll accuracy.

• Advanced Reporting and Analytics: Corexta offers robust reporting and analytics capabilities, empowering businesses to gain valuable insights into their sales performance, customer behavior, and overall business trends. Users can make informed decisions and drive strategic growth initiatives with customizable reports and interactive dashboards.

Limitations

• Limited Third-Party Integrations: While Corexta offers basic integration capabilities, it may need more advanced integrations with certain third-party apps and tools, limiting its flexibility for some users.
• Learning Curve: Due to its extensive feature set and customization options, Corexta may have a slight learning curve for new users. However, once users become familiar with the platform, they can leverage its full potential for managing customer relationships efficiently.

Corexta pricing

• Life Time Free plan with limited reports

• Small Business $9.99 per month

• Medium Business $19.99 per month

• Enterprise $29 per month

Corexta stands out as reliable CRM software for Mac users. It offers a combination of user-friendly features and seamless integration to enhance productivity and streamline business operations.

2. ClickUp

ClickUp is a versatile project management tool offering robust CRM features, making it an excellent option for Mac users. Designed to be an all-in-one productivity platform, ClickUp allows businesses to manage tasks, projects, and customer relationships in a single place. Its adaptability and extensive features make it suitable for teams of all sizes.

ClickUp’s Best Features

• Task Management: ClickUp excels in task management, allowing users to create tasks, set deadlines, assign them to team members, and track progress. The platform’s flexible views (list, board, calendar, and more) help teams stay organized.
• Customizable Workflows: Users can customize workflows to match their specific processes. This includes creating custom statuses, fields, and automation rules to ensure that the CRM adapts to the business, not the other way around.
• Integrations: ClickUp integrates with many tools, such as Slack, Google Drive, and Zapier. These integrations ensure teams can continue using their favorite apps within ClickUp’s ecosystem.
• Collaboration Tools: ClickUp supports real-time collaboration with features like task comments, mentions, and document sharing. This helps teams work together efficiently, even when remote.
• Reporting and Analytics: The platform offers detailed reporting and analytics tools that allow users to track performance metrics, generate reports, and gain insights into their business operations.

ClickUp’s Limitations

• Complexity for New Users: ClickUp’s extensive features can overwhelm new users. It may take time to understand and fully utilize the platform’s capabilities.
• Overloaded Interface: Some users find the interface cluttered due to the multitude of features. This can be distracting and hinder usability for those looking for a more straightforward CRM solution.
• Limited CRM-Specific Features: While ClickUp offers CRM capabilities, it is primarily a project management tool. Businesses looking for advanced CRM-specific features might find ClickUp lacking compared to dedicated CRM software.

ClickUp pricing

• Free Forever Plan
• Unlimited: $5 a month per user
• Business: $12 a month per user
• Business Plus: $19 a month per user

3. Pipedrive

Pipedrive is a sales-focused CRM designed to help businesses manage their sales pipelines effectively. Known for its user-friendly interface and simplicity, Pipedrive is a popular choice for small to medium-sized companies that want to streamline their sales processes.

Pipedrive Best Features

• Sales Pipeline Management: Pipedrive provides a visual sales pipeline that allows users to track deals and sales activities at every stage. This helps sales teams stay organized and focused on closing deals.
• Activity Management: The platform enables users to schedule and track activities such as calls, meetings, and emails. This ensures every sales opportunity is noticed and helps maintain consistent follow-ups.
• Email Integration: Pipedrive integrates with major email providers, allowing users to send, receive, and track emails directly from the CRM. This centralizes communication and enhances productivity.
• Customizable Dashboards: Users can customize dashboards to display the most relevant data and metrics. This provides a quick overview of sales performance and helps make informed decisions.
• Mobile App: Pipedrive offers a mobile app that ensures sales teams can access CRM data and manage deals on the go. This is especially useful for remote or traveling salespeople.

Pipedrive Limitations

• Limited Customization: While Pipedrive is easy to use, it offers limited customization options compared to more complex CRM systems. Businesses with unique requirements might find this restrictive.
• Basic Reporting: Pipedrive’s reporting capabilities are somewhat basic and may not meet the needs of businesses looking for advanced analytics and insights.
• Pricing: Some users find Pipedrive’s pricing on the higher side, especially when additional features or integrations are required. This can be a consideration for budget-conscious businesses.

Pipedrive pricing

• Essential: $9.90/month per user
• Advanced: $19.90/month per user
• Professional: $39.90/month per user
• Power: $49.90/month per user
• Enterprise: $59.90/month per user

4. GoCRM

GoCRM is a modern CRM solution that provides comprehensive customer relationship management features while maintaining simplicity and ease of use. It is tailored for small to medium-sized businesses looking for a straightforward yet powerful CRM platform.

GoCRM Best Features

• Contact Management: GoCRM offers robust contact management features that allow users to store and organize customer information, track interactions, and manage relationships effectively.
• Automation: The platform includes automation tools that help streamline repetitive tasks such as follow-up emails, task assignments, and lead scoring. This saves time and ensures consistency in customer interactions.
• Sales Pipeline: GoCRM provides a visual sales pipeline that helps users track and manage deals through different stages. This feature aids in maintaining a clear overview of the sales process.
• Integration Capabilities: GoCRM integrates with various third-party applications, including email services, marketing tools, and productivity apps. This ensures a seamless workflow and reduces the need for manual data entry.
• Reporting and Analytics: The platform offers detailed reporting and analytics tools that provide insights into sales performance, customer behavior, and overall business health. These insights help businesses make data-driven decisions.

GoCRM Limitations

• Limited Advanced Features: While GoCRM covers the basics well, it may need more advanced features in more comprehensive CRM systems. Businesses with complex needs might find this limiting.
• Learning Curve: New users might face a slight learning curve as they get accustomed to the platform. However, once familiar, they can leverage GoCRM’s full potential.
• Limited Customization: GoCRM offers fewer customization options than other CRM solutions. This might be a drawback for businesses with particular requirements.

GoCRM pricing

• Standard: $99/month for three users
• Professional: $149/month for three users

5. Zoho CRM

Zoho CRM is a comprehensive customer relationship management solution that caters to businesses of all sizes. Known for its affordability and extensive feature set, Zoho CRM helps companies manage their sales, marketing, and customer support in one platform. It’s designed to be user-friendly, making it an attractive option for Mac users seeking an all-in-one CRM solution.

Zoho CRM Best Features

• Multichannel Communication: Zoho CRM allows businesses to engage with customers across multiple channels, including email, phone, live chat, and social media. This ensures a seamless and consistent customer experience.
• AI-Powered Sales Assistant: Zoho’s AI assistant, Zia, helps users by providing sales predictions, task automation, and valuable insights based on customer data. Zia can also analyze email sentiments and suggest the best time to contact leads.
• Customization: Zoho CRM offers extensive customization options, allowing users to tailor the CRM to fit their business needs. This includes custom fields, modules, layouts, and even custom functions through Zoho’s scripting language, Deluge.
• Integration with Zoho Suite: One of the standout features of Zoho CRM is its integration with other Zoho applications like Zoho Books, Zoho Projects, and Zoho Campaigns. This integration creates a seamless workflow across different business functions.
• Automation and Workflows: Zoho CRM offers powerful automation tools that help streamline routine tasks such as lead assignments, follow-up emails, and workflow automation. This increases efficiency and reduces manual work.

Zoho CRM Limitations

• Steep Learning Curve: Despite its user-friendly interface, Zoho CRM can be overwhelming for new users due to its wide array of features and customization options. It may take some time for users to grasp all functionalities fully.
• Limited Customization in Lower Plans: While Zoho CRM offers extensive customization, some advanced features are only available in higher-tier plans. Smaller businesses with limited budgets might find this restrictive.
• Customer Support: Some users have reported inconsistent customer support experiences. While Zoho offers various support channels, the quality and response time can vary.

Zoho CRM pricing

• Free Plan
• Standard: $15.10/month per user
• Professional: $24.80/month per user
• Enterprise: $43.10/month per user
• Ultimate: $56.10/month per user

6. Bitrix24

Bitrix24 is an all-in-one business management platform that combines CRM, project management, and communication tools. It is designed to support collaboration and streamline business processes, making it a versatile option for Mac users looking for a multi-functional CRM solution.

Bitrix24 Best Features

• Unified Workspace: Bitrix24 offers a unified workspace that combines CRM, project management, document management, and communication tools. This all-in-one approach helps businesses manage multiple aspects of their operations from a single platform.
• Free Plan: Bitrix24 provides a robust free plan with many essential CRM features, making it an attractive option for small businesses and startups with limited budgets.
• Social Intranet: The social intranet feature promotes team collaboration through activity streams, workgroups, and task management. It’s designed to enhance internal communication and foster a collaborative work environment.
• Lead Management: Bitrix24’s CRM offers comprehensive lead management tools, including lead capture, scoring, and nurturing. This helps sales teams effectively manage and convert leads into customers.
• Telephony Integration: Bitrix24 includes built-in telephony, allowing users to make and receive calls directly from the CRM. This feature is helpful for businesses that rely heavily on phone communications.

Bitrix24 Limitations

• Complex Interface: The extensive range of features in Bitrix24 can result in a complex and sometimes cluttered interface. New users might need help navigating and utilizing all functionalities effectively.
• Limited Storage in Free Plan: While the free plan is generous, it comes with limited storage. Businesses with significant data storage needs may need to upgrade to a paid plan.
• Performance Issues: Some users have reported performance issues, especially with the mobile app. Slow load times and occasional glitches can hinder productivity.

Bitrix24 pricing

• Free Plan
• Basic: $49/month for five users
• Standard: $99/month for 50 users
• Professional: $199/month for 100 users
• Enterprise: $399/month for 250 users

7. Insightly

Insightly is a user-friendly CRM designed for small and medium-sized businesses. It offers a combination of CRM and project management features, making it a versatile tool for managing customer relationships and business projects in one place.

Insightly Best Features

• Project Management: Insightly stands out with its integrated project management capabilities. Users can manage projects, track milestones, and assign tasks within the CRM, ensuring seamless collaboration between sales and project teams.
• Customizable Dashboards: Insightly provides customizable dashboards that allow users to view and analyze key metrics at a glance. This helps businesses track performance and make data-driven decisions.
• Email Integration: The platform integrates with popular email services like Gmail and Outlook, enabling users to manage emails within the CRM. This centralizes communication and improves efficiency.
• Lead Routing and Management: Insightly offers robust lead routing and management tools, ensuring that leads are automatically assigned to the right team members based on predefined criteria. This helps in quick and effective lead follow-up.
• Integration with Popular Apps: Insightly integrates with various third-party applications, including Mailchimp, QuickBooks, and Slack. This integration capability enhances workflow efficiency and data consistency across different platforms.

Insightly Limitations

• Limited Customization: While Insightly offers some customization options, it may not be as flexible as other CRM solutions. Businesses with particular needs might need more customization options.
• Reporting Capabilities: Some users find Insightly’s reporting capabilities to be limited. Advanced reporting and deeper data analysis require additional tools or integrations.
• Cost: Insightly’s pricing can be higher for small businesses, significantly when scaling up and adding more users or advanced features.

Insightly CRM pricing

• Plus: $29/month per user
• Professional: $49/month per user
• Enterprise: $99/month per user

8. Freshsales

Freshsales, developed by Freshworks, is a feature-rich CRM designed to simplify sales processes and improve customer relationship management. It is known for its intuitive interface and powerful automation tools, making it a popular choice for Mac users seeking a streamlined CRM solution.

Freshsales Best Features

• AI-Powered Lead Scoring: Freshsales uses AI to score leads based on their engagement and behavior. This helps sales teams prioritize leads more likely to convert, improving efficiency and effectiveness.
• Visual Sales Pipeline: Freshsales provides a visual sales pipeline that offers a clear view of sales opportunities at every stage. This helps sales teams track progress and focus on high-priority deals.
• Email Tracking: Freshsales includes email tracking and automation features that allow users to monitor email opens, clicks, and responses. Automated follow-up emails can be triggered based on user actions.
• Built-in Phone System: Freshsales has a built-in phone system that allows users to make and receive calls directly from the CRM. Call logs, recordings, and notes are automatically saved, enhancing communication tracking.
• Workflow Automation: The platform offers powerful workflow automation tools that help automate repetitive tasks such as lead assignments, follow-up emails, and data entry. This saves time and reduces manual work.

Freshsales Limitations

• Limited Customization in Lower Plans: Like other CRM solutions, Freshsales offers more customization options in higher-tier plans. Smaller businesses might find the basic plans restrictive.
• Integration Limitations: While Freshsales integrates with several popular apps, it may need more advanced integration options for some niche or industry-specific tools.
• Learning Curve: New users may experience a learning curve as they get accustomed to the platform’s features and automation capabilities. However, Freshsales offers comprehensive training resources to assist with this transition.

Freshsales pricing

• Growth: $15/month per user (free for three users)
• Pro: $39/month per user
• Enterprise: $69/month per user

9. Daylite

Daylite is a CRM specifically designed for Mac users, offering a seamless experience that integrates well with macOS and iOS. It’s tailored for small businesses and professional service firms, helping them manage clients, projects, and sales in one place. Daylite’s native macOS design ensures it feels right at home on your Mac.

Daylite Best Features

• Native Mac Integration: Daylite works smoothly with Apple’s ecosystem, including Calendar, Contacts, and Mail. This integration enhances productivity and ensures a cohesive experience across Apple devices.
• Project Management: Daylite combines CRM and project management tools, allowing users to manage tasks, projects, and client relationships within a single platform. This feature is handy for service-based businesses.
• Offline Access: Unlike many cloud-based CRMs, Daylite lets you access your data offline. This is a significant advantage for professionals working in areas with limited internet connectivity.
• Customizable Pipelines: Daylite offers customizable pipelines for managing sales and projects. Users can create multiple pipelines and stages to match their unique workflows and business processes.
• Collaboration Tools: Daylite includes collaboration features such as shared calendars, task delegation, and team communication tools. These features help teams stay coordinated and on top of their responsibilities.

Daylite Limitations

• Learning Curve: While Daylite is user-friendly, it can have a learning curve for those new to CRM software. Users may need time to explore and utilize all its features effectively.
• Limited Integrations: Daylite has fewer third-party integrations compared to other CRMs. Businesses relying heavily on specific tools may be restrictive.
• Pricing: Daylite’s pricing structure may be higher for small businesses, especially when adding more users or needing advanced features.

Daylite pricing

• $42/month or $420 billed annually per user

10. Copper

Copper is a CRM designed for businesses that rely heavily on Google Workspace (formerly G Suite). It seamlessly integrates with Google apps, making it a convenient choice for teams already using Google’s productivity tools. Copper’s simple and intuitive interface is ideal for small to medium-sized businesses looking for a straightforward CRM solution.

Copper Best Features

• Google Workspace Integration: Copper integrates deeply with Google Workspace, allowing users to manage emails, contacts, and calendar events directly from within the CRM. This tight integration simplifies workflows and reduces the need to switch between apps.
• Automated Data Entry: Copper automatically logs and updates customer interactions, reducing manual data entry. This feature saves time and ensures that all customer information is up-to-date and accurate.
• Contact Management: Copper excels at managing contacts and leads. Users can easily track interactions, view contact histories, and set follow-up reminders. This helps in maintaining strong customer relationships.
• Pipeline Management: Copper offers visual sales pipelines that clearly overview sales stages and opportunities. Users can customize pipelines to match their sales processes and track deals effectively.
• Reporting and Insights: The platform provides insightful reports and analytics, helping businesses track performance metrics and make data-driven decisions. Customizable dashboards allow users to monitor key metrics at a glance.

Copper Limitations

• Limited Customization: While Copper is easy to use, it offers limited customization options compared to more complex CRM solutions. This might be a drawback for businesses with specific customization needs.
• Higher Pricing: Copper’s pricing can be relatively high, particularly for small businesses or startups. This could be a consideration for those with budget constraints.
• Limited Advanced Features: Copper may lack advanced features in other CRMs, such as advanced automation or deep integrations with non-Google tools.

Copper pricing

• Basic: $23/month per user
• Professional: $59/month per user
• Business: $99/month per user

11. HubSpot CRM

HubSpot CRM is a popular, free solution known for its ease of use and robust features. It’s designed to help businesses of all sizes manage their sales, marketing, and customer service efforts. HubSpot CRM offers a range of tools to attract, engage, and delight customers, making it a comprehensive solution for growing businesses.

HubSpot CRM Best Features

• Free Plan: HubSpot CRM offers a generous free plan with essential CRM features such as contact management, deal tracking, and email marketing. This makes it an excellent choice for small businesses and startups.
• Marketing Automation: HubSpot CRM includes powerful marketing automation tools that help businesses nurture leads, send targeted emails, and track marketing campaigns. This integration streamlines marketing efforts and improves efficiency.
• Sales Tools: The platform offers a range of sales tools, including email tracking, meeting scheduling, and pipeline management. These tools help sales teams stay organized and close deals faster.
• Integrations: HubSpot CRM integrates with various third-party applications, including popular tools like Slack, Zapier, and Shopify. This flexibility enhances workflow and ensures data consistency across platforms.
• User-Friendly Interface: HubSpot CRM is known for its intuitive and user-friendly interface. This makes it easy for users to navigate the platform and utilize its features without extensive training.

HubSpot CRM Limitations

• Limited Customization in Free Plan: While the free plan is generous, it offers limited customization options. Businesses needing more advanced customization need to upgrade to a paid plan.
• Pricing for Advanced Features: Accessing HubSpot’s more advanced features, particularly in the marketing and sales hubs, can become expensive. This might be a consideration for businesses with budget constraints.
• Learning Curve for Advanced Tools: While basic features are easy to use, some of HubSpot’s more advanced tools and automation capabilities can have a learning curve.

Hubspot CRM pricing

• Free Plan
• Starter: $30/month for two users
• Professional: $1,600/month for five users
• Enterprise: $5,000/month for 10 users

12. Salesforce

Salesforce is one of the most well-known and comprehensive CRM solutions available. It’s designed to cater to businesses of all sizes and industries, offering a wide range of tools for sales, marketing, customer service, and more. Salesforce’s extensive customization options and scalability make it a powerful choice for growing businesses.

Salesforce CRM Best Features

• Comprehensive CRM Capabilities: Salesforce provides a full suite of CRM tools, including sales automation, marketing automation, customer service management, and analytics. This makes it a versatile solution for various business needs.
• Customization and Scalability: Salesforce offers extensive customization options, allowing businesses to tailor the CRM to their specific processes and workflows. Its scalability ensures it can grow with your company.
• AppExchange: Salesforce’s AppExchange marketplace offers thousands of third-party apps and integrations. This allows businesses to extend and integrate Salesforce’s functionality with their existing tools.
• Advanced Analytics: Salesforce includes powerful analytics and reporting tools that provide deep insights into business performance. Users can create custom reports and dashboards to monitor key metrics and make data-driven decisions.
• Mobile App: The Salesforce mobile app ensures users can access CRM data and manage customer relationships. This enhances productivity and ensures that sales teams stay connected.

Salesforce CRM Limitations

• Complexity: Salesforce’s extensive features and customization options can make it complex to set up and use. Businesses may require dedicated resources or consulting services to leverage the platform entirely.
• Cost: Salesforce can be expensive, especially for small businesses or those needing advanced features and customizations. The price can add up quickly with additional modules and third-party apps.
• Learning Curve: Salesforce can have a steep learning curve due to its comprehensive nature. Users may need significant training to become proficient with the platform.

13. Apple Business Manager

Apple Business Manager is a comprehensive tool designed for businesses that operate within the Apple ecosystem. It streamlines the management of Apple devices, applications, and accounts, making it easier for enterprises to deploy and manage Apple products. While not a traditional CRM, it integrates with various CRM solutions to enhance their functionality on Apple devices.

Apple Business Manager CRM Best Features

• Device Management: Apple Business Manager excels in managing and deploying Apple devices across an organization. It simplifies the setup and configuration of iPhones, iPads, and Macs, ensuring they are ready for business use immediately.
• App Distribution: The platform allows businesses to distribute and manage apps efficiently. Custom apps can be deployed to specific devices, and app licenses can be assigned and revoked.
• User and Account Management: Apple Business Manager provides robust tools for managing user accounts and roles. This ensures employees access the resources they need while maintaining security and control.
• Integration with Apple School Manager: For educational institutions, integrating with Apple School Manager enhances the ability to manage academic and business applications and devices.
• Seamless Integration with Apple Products: Designed by Apple, this tool integrates seamlessly with all Apple hardware and software, providing a consistent and reliable user experience.

Apple Business Manager CRM Limitations

• Not a Standalone CRM: Apple Business Manager is not a traditional CRM. It focuses on device and app management, so businesses must integrate it with other CRM solutions for comprehensive customer relationship management.
• Limited to Apple Ecosystem: The platform is designed exclusively for Apple devices. Businesses using a mix of different operating systems and devices might find this limiting.
• Complex Setup for Non-IT Professionals: Setting up and managing Apple Business Manager can be complex for users without IT expertise. Businesses need dedicated IT resources to utilize its features thoroughly.

Apple Business Manager pricing

Apple Business Manager is free to use but typically requires an MDM solution, which may have associated costs. For instance, Apple’s Business Essentials, which includes device management and iCloud storage, starts at $2.99 per device per month​ (MacRumors)​​ (Kandji).

14. Nutshell

Nutshell is a user-friendly CRM solution designed for small businesses. It offers a blend of sales automation, pipeline management, and reporting tools to help companies streamline their sales processes. Nutshell’s intuitive interface and affordable pricing make it a popular choice for small teams looking to enhance their customer relationship management.

Nutshell CRM Best Features

• Ease of Use: Nutshell is known for its simple and intuitive interface, making it easy for small business teams to get started quickly without extensive training.
• Pipeline Management: The platform offers robust pipeline management tools that help users track deals and sales stages effectively. Customizable pipelines ensure businesses can tailor their sales processes to their needs.
• Sales Automation: Nutshell automates repetitive tasks such as follow-up emails and assignments. This reduces manual work and ensures sales teams can focus on closing deals.
• Reporting and Analytics: The CRM provides insightful reports and analytics that help businesses track performance and make data-driven decisions. Customizable dashboards allow users to monitor critical metrics in real time.
• Integration Capabilities: Nutshell integrates with various popular tools, including G Suite, Microsoft Office, and Mailchimp. This enhances workflow efficiency and ensures seamless data synchronization across platforms.

Nutshell CRM Limitations

• Limited Advanced Features: While Nutshell is excellent for small businesses, it may need some advanced features added by larger organizations or those with more complex CRM requirements.
• Customization Constraints: The platform offers basic customization options, but businesses with specific needs might need more than these options.
• Pricing: Although affordable, Nutshell’s pricing can add up for growing teams needing more advanced features or additional user licenses.

Nutshell CRM pricing

• Foundation: $16 per user per month
• Pro: $42 per user per month
• Power AI: $52 per user per month
• Enterprise: $67 per user per month

15. Capsule CRM

Capsule CRM is a simple yet powerful solution for small and medium-sized businesses. It focuses on providing essential CRM features without overwhelming users with unnecessary complexity. Capsule CRM helps companies to manage customer relationships, sales pipelines, and tasks efficiently.

Capsule CRM Best Features

• Simplicity and Usability: Capsule CRM is designed to be straightforward to use. Its clean interface ensures that users can quickly navigate and utilize the platform without extensive training.
• Contact Management: The CRM excels at managing contacts, offering detailed views of customer information, interaction history, and communication logs. This helps businesses maintain strong relationships with their clients.
• Sales Pipeline Management: Capsule CRM provides visual sales pipelines that help users track deals and opportunities through various stages. Customizable pipelines ensure that businesses can align the CRM with their sales processes.
• Task and Activity Management: The platform includes robust task and activity management tools that help users stay organized and on top of their responsibilities. Task reminders and due dates ensure that essential activities are noticed.
• Integration with Popular Tools: Capsule CRM integrates with popular applications such as G Suite, Mailchimp, and Xero. This enhances workflow efficiency and ensures seamless data synchronization across platforms.

Capsule CRM Limitations

• Limited Advanced Features: Capsule CRM focuses on essential features that might need to be improved for larger businesses or those needing more advanced CRM functionalities.
• Customization Options: While it offers some customization, Capsule CRM may not provide the flexibility required by businesses with specific or complex needs.
• Scalability: The platform is ideal for small to medium-sized businesses but might outgrow Capsule CRM’s capabilities as a company grows.

Capsule CRM pricing 

• Starter: $18 per user per month
• Growth: $36 per user per month
• Advanced: $54 per user per month
• Ultimate: $72 per user per month