CRM for Mac and Windows

CRM Software for Mac and Windows

Customer relationship management (CRM) helps you stay in touch with customers. You can manage different customer contact points and strengthen the customer relationship. 

A CRM platform tracks existing and potential customer data and helps you follow up with new or related offers at the right time. It’s a multi-faceted tool that includes sales, marketing, customer support, and management features. 

Why Every Business Needs a CRM?

CRM solutions offer several benefits for your business. And the numbers back up this claim. 

A 2022 Fortune Business Insights report valued the global CRM market at $63.91 billion in 2022 and expects it to grow to $145.79 billion by 2029. Also, Zoominfo looked at the CRM data for 2019 and 2020 and found that a little more than 10,000 CRM installations occur each quarter. 

This shows how valuable a CRM is for a modern business. 

Here are some benefits that make CRM a good investment for your business. 

Save Time Through Automation

During normal business operations, your employees perform several menial tasks that waste precious company resources you can spend elsewhere. You can automate those business tasks using a CRM and boost your productivity. 

For instance, a CRM helps you with:

• Email marketing automation
• Sales management
• Pipeline management 
• Company’s help desk
• Call scheduling

Most small-to-medium-sized business owners agree — Grand View Research shares that 91% of companies with over 10 employees use CRM to benefit from automation and artificial intelligence. 

You can benefit from these features on both Mac and Windows systems and even Android and Apple devices. 

Offer a First-Class Customer Experience

A CRM for Mac and Windows simplifies creating a better customer service experience for the patrons of your company. You may already use databases to store customer data, so using a CRM tool to manage customer interaction will help you use that data effectively.

Besides that, a CRM tool also helps you collect customer data. You can survey, call, or email prospects and access the gathered data from a single place.  

For instance, HubSpot CRM includes Service Hub, a CRM tool for offering customer service. It features a customer portal, live chat, omnichannel messaging, VoIP calling, and more. And you can access these features from a web browser or mobile device.

These features enable you to provide your customers with a top-notch customer experience. You can offer them support whenever, wherever they need it.  

Identify Sales Opportunities

CRM software for Windows and Mac users helps identify sales opportunities and provides you with the metrics to figure out which strategies work (and which don’t). 

In other words, a CRM walks you through the whole sales process. For example, Sales Hub helps you manage the entire sales pipeline, including how you start and maintain conversations with prospects and foster relationships with existing customers. 

This lets you optimize your sales process. And that’s why Nucleus Research shares that a CRM returns $8.71 for every dollar you spend on it.

Facilitate Teamwork

Another benefit of CRM software for Mac and Windows is how you can use it to foster a better working environment for your team. It helps your team members work together efficiently, irrespective of how you scale your company.

For instance, Operations Hub makes it easier to implement project management protocols, sync internal processes, and ensure all team members are on the same page. 

Follow Up With Leads

CRM software can also help you follow up with your leads at the right time. As for customer service mentioned above, you can use live chat, scheduling, emails, and click-to-call functionality to foster better lead generation and lead management. 

This way, you’ll always know when you have new leads and where they are in the sales funnel.

How Does CRM for Mac and Windows Work?

A CRM app for Apple and Windows products will work as desired whether you use Mac OS or Windows operating system. It’ll integrate seamlessly into your existing workflow and won’t require you to rush out and buy a new computer. 

That’s because most CRM tools are SaaS-based. They’re hosted on the cloud, and users don’t have to download the whole software products to use them. You merely log in to your account via a web browser, desktop app, or mobile app access portal. 

Mac and Windows Features To Look For

Every CRM system should have a few key features to be an effective sales tool. These features include: 

Sales Pipelines

A CRM is incomplete without a proper sales pipeline. To build and foster customer relationships, you need to engage your customers where they hang out and track where they are in the sales funnel. 

For this, sales leaders and team members need sales pipeline features like: 

• Prospect tracking 
• Meeting scheduler
• Lead generation tools 

Contact Management

Marketing, sales, customer service, and operations need solid contact management tools to keep day-to-day business functions in order. 

Also, your CRM should have email marketing tools, contact databases, team emails, help desk, and ticketing tools to make it easier to keep tabs on all active conversations. 

Automation Features

A decent CRM for Mac and Windows should help you streamline your business operations. This often comes with automation-centric features.

For example, if you manage your leads, follow up with clients, and do invoicing without human intervention, you can focus your company’s resources elsewhere.

In-Depth Reporting and Analytics

Any quality CRM should also provide detailed reporting and analytics features for small businesses, midsize businesses, and even enterprise-level businesses. This is essential for tracking a company’s progress over time and taking calculated decisions. 

Productivity Tools 

CRMs, in general, help you increase overall company productivity, but they often include dedicated productivity features as well, like pipeline management, prospect tracking, chatbots, and customer support ticketing systems. 

How To Choose The Right CRM For Mac And Windows?

Before you make a decision on the best CRM to use for your business, let’s analyze a few criteria to keep in mind when choosing a CRM platform: 

Ease of Use

The best CRM software should be easy to use right from the get-go. You shouldn’t have to follow complex tutorials to understand how the software works. The interface should be intuitive and straightforward. 

This is especially important if you’ll be using a CRM for your entire team. Everyone should be able to get up and running quickly without requiring lengthy training sessions.

Integration With Other Software 

A quality CRM for Mac and Windows should offer integrations with other third-party apps and software products. 

For instance, HubSpot CRM offers hundreds of integrations with other software solutions.

This lets you mix and match the integrations you want to use for your business. This also helps you develop a customized dashboard.

Scalability 

Selecting a CRM that can grow with your company is vital. You never want to be in a situation where you sign up for a CRM, add your entire team to the system, and outgrow it within the year. 

Look for a CRM that offers fully scalable features up to the enterprise level. Doing so will ensure your CRM will work for your company for the long haul. 

Customer Support

Consider a CRM that offers superior customer support. You never want to be left hanging without assistance in times of a tech crisis, so choosing a service that prioritizes you is important. 

Look for a platform that provides robust customer service with clearly stated contact details and hours of operation. 

Preferably, you should have multiple ways to get in touch with the CRM provider: 

• Email 
• Phone 
• Live chat 
• Support tickets 

Also, read reviews of various CRM providers to see their customer support response time. 

Ample educational materials are a great thing to look for, too. Choose a CRM provider that offers a comprehensive knowledge base, e-books, guides, courses, and support forums to help you manage your business seamlessly. 

Getting Started

You can start with HubSpot CRM for free. You can use our forever-free plans to benefit from Sales, Service, and Marketing Hubs and grow your small business. 

And if you manage a large business or are looking for more features, you can upgrade to the premium version. 

Speak with one of our customer service representatives to learn about our free CRM and how it might serve your company best.