Logo - Full (Color) [Skip to content](https://www.hubspot.com#global-nav-main-content) - English Select a language - [日本語](https://www.hubspot.com) - [Deutsch](https://www.hubspot.com) - [English](https://www.hubspot.com/products/crm/mac-windows) - [Español](https://www.hubspot.com) - [Português](https://www.hubspot.com) - [Français](https://www.hubspot.fr/products/crm/mac-windows) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales) - Close Search - [Log in](https://app.hubspot.com/login) - About About - [About Us](https://www.hubspot.com/our-story) - [Careers](https://www.hubspot.com/careers) - [Contact Us](https://www.hubspot.com/company/contact) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management) Back [ ](https://www.hubspot.com/) Menu - Close Search - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. [Free HubSpot CRM](https://www.hubspot.com/products/crm) [Overview of all products](https://www.hubspot.com/products/get-started) - ### Marketing Hub Marketing automation software [Free and premium plans](https://www.hubspot.com/products/marketing) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm) - ### Agent Hub Your central home for building and managing AI agents across the platform [Learn more](https://www.hubspot.com/products/artificial-intelligence) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter) - ### AEO (Beta) Answer engine optimization tools that track and improve your brand's visibility in AI results [Learn more](https://www.hubspot.com/products/aeo) - ### HubSpot Marketplace Connect your favorite apps to HubSpot [See all integrations](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - By Team Size - Why HubSpot? - ## Marketing - ### [Generate leads](https://www.hubspot.com/use-case/generate-leads) Convert visitors into contacts for your database. - ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing) Create campaigns with automation and AI. - ## Sales - ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline) Generate a pipeline of high-quality prospects. - ### [Close deals](https://www.hubspot.com/use-case/close-more-deals) Streamline your process and close more deals faster. - ## Customer Service - ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support) Support customers at scale with AI and a help desk. - ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) Identify opportunities to improve customer health. - ## Content - ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) Easily craft content for your audience, with help from AI. - ### [Manage content](https://www.hubspot.com/use-case/manage-content) Organize, update, and distribute content in one place. - ## Startups & Small Businesses - ### [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers) Generate leads through content, AI, and automation. - ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) Prospect smarter and automate payments. - ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) Unify your team and data on one platform. - ## Artificial Intelligence - ### [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent) Scale customer service with an AI customer agent. - ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) Identify and engage high-value leads with an AI prospecting agent. - ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) Get instant answers about your customers with an AI data agent. ## By Team Size - ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter) - ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise) ## Why HubSpot? - ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot) - ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies) - ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/?hubs_content=www.hubspot.com%2Fproducts%2Fcrm%2Fmac-windows&hubs_content-cta=nav-resources-community) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. - [__Free HubSpot CRM__](https://www.hubspot.com/products/crm) - [__Overview of all products__](https://www.hubspot.com/products/get-started) - [ \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing) - [ \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales) - [ \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service) - [ \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content) - [ \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data) - [ \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue) - [ \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm) - [ \ __Agent Hub__ \ Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter) - [ \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo) - [ \ __HubSpot Marketplace__ \ Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - ## Marketing - [Generate leads](https://www.hubspot.com/use-case/generate-leads) - [Automate marketing](https://www.hubspot.com/use-case/automate-marketing) - ## Sales - [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline) - [Close deals](https://www.hubspot.com/use-case/close-more-deals) - ## Customer Service - [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support) - [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) - ## Content - [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) - [Manage content](https://www.hubspot.com/use-case/manage-content) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) - By Team Size - ## By Team Size -  ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter) -  ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise) - Why HubSpot? - ## Why HubSpot? -  ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot) -  ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies) -  ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/?hubs_content=www.hubspot.com%2Fproducts%2Fcrm%2Fmac-windows&hubs_content-cta=nav-resources-community) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - About About - [About Us](https://www.hubspot.com/our-story) - [Careers](https://www.hubspot.com/careers) - [Contact Us](https://www.hubspot.com/company/contact) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management) [Log in](https://app.hubspot.com/login) - English Select a language - [日本語](https://www.hubspot.com) - [Deutsch](https://www.hubspot.com) - [English](https://www.hubspot.com/products/crm/mac-windows) - [Español](https://www.hubspot.com) - [Português](https://www.hubspot.com) - [Français](https://www.hubspot.fr/products/crm/mac-windows) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales) - [HubSpot Free CRM](https://www.hubspot.com/products/crm) - CRM for Mac and Windows # CRM Software for Mac and Windows Access your complete customer database from any browser, on any operating system. No downloads, no compatibility issues — just powerful CRM tools that work everywhere. [Get started free](https://app.hubspot.com/signup-hubspot/crm) [Get a demo](https://offers.hubspot.com/crm-platform-demo)  Menu Scroll Left Scroll Right - [Definition](https://www.hubspot.com#definition) - [Key Benefits](https://www.hubspot.com#benefits) - [Features](https://www.hubspot.com#features) - [Implementation](https://www.hubspot.com#set-up) - [Getting Started](https://www.hubspot.com#hubspot) - [Related Resources](https://www.hubspot.com#resources) - [FAQs](https://www.hubspot.com#faqs)  ## CRM for Mac and Windows CRM for Mac and Windows is cloud-based customer relationship management software that works seamlessly across both operating systems through web browsers, eliminating the need for platform-specific applications while providing full access to contact management, sales automation, and customer service tools. ## What is a CRM and does it work on both Mac and Windows?   Customer Relationship Management (CRM) software helps businesses organize, track, and nurture relationships with customers and prospects. __Modern CRM platforms are cloud-based__, meaning they run entirely in web browsers like Chrome, Safari, Firefox, or Edge — making them fully compatible with both Mac and Windows operating systems. Unlike traditional software that requires specific operating system versions, cloud-based CRMs like HubSpot work identically across all platforms. Whether your team uses MacBooks, Windows laptops, or a mix of both, everyone accesses the same features through their preferred web browser.  ### How Does CRM for Mac and Windows Work? Cloud-based CRM technology operates through secure web servers rather than local installations. When you log into your CRM: 1. __Your browser connects__ to secure cloud servers via HTTPS encryption 2. __Data syncs in real-time__ across all devices and users 3. __Updates happen automatically__ without manual software installations 4. __Features remain consistent__ regardless of your operating system This approach means you'll never see "This software is not compatible with your operating system" messages. 87% of companies use cloud-based CRM platforms for better accessibility and flexibility ([Demand Sage, 2025](https://www.demandsage.com/crm-statistics/?utm_source=chatgpt.com)). ### Is There a Desktop App or Is It All in the Browser? HubSpot CRM is __primarily browser-based__, ensuring maximum compatibility and flexibility. However, we also offer: - __HubSpot [mobile apps](https://www.hubspot.com/products/mobile)__ for iOS and Android devices - __Desktop notifications__ through browser extensions - __Email [integration plugins](https://knowledge.hubspot.com/connected-email/get-started-with-the-hubspot-sales-office-365-add-in)__ for Outlook and Gmail - __Progressive Web App (PWA)__ functionality for app-like desktop experience The browser-based approach provides several advantages over traditional desktop applications: - __No storage requirements__ on your local machine - __Automatic updates__ without manual installation - __Consistent experience__ across all devices - __Enhanced security__ with cloud-based data protection ##### Unlock More With Smart CRM Other CRMs simply store data. HubSpot's Smart CRM understands it. Get the intelligent data foundation your teams need to take the best next action, every time. [Learn more](https://www.hubspot.com/products/crm/ai-crm) ## Why Every Business Needs Cross-Platform CRM Software Modern businesses operate in diverse technology environments. Your sales team might prefer Macs, while accounting uses Windows. Marketing could be split between both. A truly effective CRM must work flawlessly across all platforms.   ### The Cost of Platform Fragmentation Without unified CRM access, businesses face: - __Data silos__ between departments using different systems - __Productivity losses__ from incompatible software - __Training complexity__ for platform-specific tools - __Higher IT costs__ supporting multiple solutions [Research from Quaxar](https://www.linkedin.com/pulse/benefits-profitability-using-crm-based-strategy-quaxar/) shows that businesses that use CRM software can increase sales revenue by up to 41%, with a 32% reduction in marketing costs.  ### Key Benefits of Cloud-Based CRM __1. Universal Access.__ Log in from any computer, anywhere. Whether you're at the office Windows desktop or working from home on a MacBook, your CRM data is always accessible. __2. Real-Time Collaboration.__ When a Mac user updates a contact record, Windows users see changes instantly. This real-time synchronization keeps teams aligned regardless of their preferred operating system. __3. Automatic Backups.__ Cloud-based systems automatically backup data multiple times daily.  __4. Scalable Performance.__ Add users instantly without worrying about system requirements or compatibility. Cloud infrastructure scales automatically to meet demand. ### How Secure Is My Data in a Cloud CRM? Cloud-based CRMs often provide __superior security__ compared to local installations: __HubSpot Security Standards:__ - __256-bit SSL encryption__ for all data transmission - __SOC 2 Type II certification__ for security controls - __GDPR and CCPA compliant__ data handling - __99.99% uptime SLA__ with redundant data centers - __Daily automated backups__ with point-in-time recovery - __Two-factor authentication__ for user access [Learn more](https://legal.hubspot.com/security) about HubSpot's security, privacy, control, and compliance. > It’s literally point, click, change, and save. I change the text and that's it, whereas with some other systems it's really convoluted. You either need to know HTML or it gets really complex — and I didn't want any of that. Jon Raeside Marketing Manager HR Connect [Read the case study](https://www.hubspot.com/case-studies/hr-connect) ## Essential CRM Features and Platform Considerations ### What Mac and Windows CRM Features Should You Look For? When evaluating cross-platform CRM solutions, prioritize these capabilities: __Core Functionality__ - [Contact Management](https://www.hubspot.com/products/crm/contact-management): Store unlimited contacts with custom properties - [Deal Pipeline](https://www.hubspot.com/products/sales/deal-pipeline): Visual sales pipeline that works identically on all platforms - [Email Integration](https://www.hubspot.com/products/email-integration): Native support for Outlook, Apple Mail, and Gmail - [Task Management](https://www.hubspot.com/products/task-management): Create, assign, and track tasks across teams - [Reporting Dashboard](https://www.hubspot.com/products/reporting-dashboards): Real-time analytics accessible from any browser __Platform-Specific Integrations__ | Feature | Mac Support | Windows Support | |---------------|------------------------------------|-----------------------------------| | Email Clients | Apple Mail, Gmail, Outlook for Mac | Outlook, Gmail, Windows Mail | | Calendar Sync | Apple Calendar, Google Calendar | Outlook Calendar, Google Calendar | | File Storage | iCloud, Google Drive, Dropbox | OneDrive, Google Drive, Dropbox | | Communication | FaceTime, Zoom, Slack | Teams, Zoom, Slack | ### Which Integrations Matter Most for Small Teams?  These integrations can provide small teams some of the highest ROI: 1. __Email Integration__ (Gmail or Outlook): Saves time daily by logging emails automatically 2. __Calendar Sync__: Eliminates double-booking and missed meetings 3. __Communication Tools__ (Slack, Teams): Centralizes customer conversations 4. __Accounting Software__ (QuickBooks, Xero): Connects sales to finance 5. __Document Management__ (Google Drive, Dropbox): Shares files seamlessly ### Are There Any Mac vs Windows-Specific Limits? With HubSpot CRM, there are __no functional differences__ between Mac and Windows usage. However, be aware of these browser-specific considerations: __Optimal Browser Performance__ - __Mac__: Safari, Chrome, Firefox (latest versions) - __Windows__: Edge, Chrome, Firefox (latest versions) - __Both__: Ensure JavaScript is enabled and pop-ups are allowed for HubSpot __Integration Differences__ - __Mac users__: Apple Mail integration requires Mail app configuration - __Windows users__: Outlook integration works with desktop and web versions - __Both platforms__: Gmail integration identical across systems ### How to Choose the Right CRM for Mac and Windows? Evaluate potential CRM solutions against these critical factors: __1. True Cross-Platform Compatibility__ - Verify the CRM works in all major browsers - Test performance on both Mac and Windows machines - Confirm mobile app availability for iOS and Android __2. Integration Ecosystem__ - Check native integrations with your existing tools - Ensure API availability for custom connections - Review integration setup complexity __3. Total Cost of Ownership__ Beyond subscription fees, consider: ### What Costs Should I Plan for Besides the License? | Cost Category | Traditional CRM | Cloud-Based CRM | |----------------|--------------------|-----------------| | Implementation | $5,000-50,000 | $0-5,000 | | Training | $2,000-10,000 | $0-2,000 | | IT Support | $1,000-5,000/month | $0-500/month | | Upgrades | $5,000-20,000/year | Included | | Data Migration | $2,000-10,000 | $0-2,000 |   ### How Much Do CRMs Cost? CRM pricing varies widely based on features and user count: - __Free Tiers__: Basic features for small teams - __Starter Plans__: $20-50/user/month for growing businesses - __Professional__: $50-150/user/month with advanced automation - __Enterprise__: $150-300/user/month for large organizations ### Why Use Browser-Based CRM Instead of Native Apps? __Advantages of browser-based CRM:__ 1. __No installation required__: Start using immediately 2. __Always up-to-date__: New features available instantly 3. __Storage efficient__: No local disk space needed 4. __IT-friendly__: Easier to manage and secure 5. __Cost-effective__: No platform-specific development costs ##### HubSpot for Growing Teams Find out how HubSpot helps growing teams close more deals, keep data clean, and get more out of every customer interaction. [Check out Smart CRM](https://www.hubspot.com/products/crm/ai-crm) ## How to Set Up Your CRM on Mac or Windows Getting started with cloud-based CRM can be relatively quick, regardless of your operating system.  ### What Are the Basic Steps to Set Up a CRM? __Step 1: Create Your Account (5 minutes)__ 1. Visit HubSpot.com from any browser 2. Click "Get started free" 3. Enter your business email 4. Verify your email address __Step 2: Import Your Contacts (10 minutes)__ Choose your import method based on your current system: ### How Do I Import Contacts from a Spreadsheet? 1. __Prepare your file__: Ensure your spreadsheet includes columns for: - First Name - Last Name - Email Address - Company Name - Phone Number (optional) 2. __Navigate to import tool__: - Click Contacts > Import > Start an import - Select "File from computer" - Upload CSV, XLS, or XLSX files up to 1GB 3. __Map your fields__: - HubSpot automatically detects common field names - Review and adjust mapping as needed - Create new properties for unique fields 4. __Complete import__: - Review summary before importing - Process typically takes 2-10 minutes for up to 1 million records - Receive email confirmation when complete ### How Do I Connect Outlook, Apple Mail, or Gmail? __For Gmail Users (Mac & Windows):__ 1. Navigate to Settings > General > Email 2. Click "Connect personal email" 3. Select Gmail 4. Authorize HubSpot to access your account 5. Choose sync settings (all emails or specific timeframe) __For Outlook Users (Windows):__ 1. Download HubSpot Sales extension for Outlook 2. Sign in with your HubSpot credentials 3. Configure tracking preferences 4. Enable automatic email logging __For Apple Mail Users (Mac):__ 1. Go to Settings > General > Email 2. Click "Connect personal email" 3. Select "Other email provider" 4. Enter your Apple Mail IMAP settings 5. Configure sync preferences ### Step 3: Configure Your Sales Pipeline (10 minutes) 1. __Access pipeline settings__: Navigate to Settings > Objects > Deals 2. __Customize deal stages__ to match your sales process: - Appointment Scheduled - Qualified to Buy - Presentation Scheduled - Decision Maker Bought-In - Contract Sent - Closed Won/Lost 3. __Set win probability__ for accurate forecasting 4. __Add required properties__ for each stage  ### How Do I Fix Common Email/Calendar Sync Issues? __Email Not Syncing:__ - Clear browser cache and cookies - Disable browser extensions temporarily - Reconnect email account with fresh authorization - Check email provider's security settings for third-party access __Calendar Conflicts:__ - Ensure time zones match across systems - Verify calendar permissions in your email client - Remove and re-add calendar integration - Check for duplicate calendar subscriptions  ### Ready to see these features in action? HubSpot's CRM checks every box on this list and more. With an integrated CRM that connects your essential business tools together, you can unlock more growth. Try it for free, no credit card required. [Get started free](https://app.hubspot.com/signup-hubspot/crm) [Get a demo](https://offers.hubspot.com/crm-platform-demo) ## Get Started with HubSpot CRM  ### How to Get Started with HubSpot CRM Transform your customer relationships today with these simple steps: __1. Start Your Free Account__ - No credit card required - Unlimited users at no cost - Full access to core CRM features __2. Import Your Data__ - Upload existing contacts in minutes - Connect your email instantly - Sync your calendar automatically __3. Invite Your Team__ - Add unlimited team members for free - Set permissions by role - Share dashboards and reports __4. Grow at Your Pace__ - Begin with free tools - Add advanced features as needed - Scale without switching platforms ### Why HubSpot CRM for Cross-Platform Teams? - __Forever Free__: Core CRM features free for unlimited users - __True Platform Agnostic__: Identical experience on Mac, Windows, Linux - __All-in-One Solution__: Sales, marketing, and service tools integrated - __World-Class Support__: 24/7 assistance via chat, email, and phone - __Proven Results__: Over __177,000 companies__ trust HubSpot worldwide ## Related Resources If you’re interested in CRM software, these related resources may also help.  ### Free CRM Software HubSpot's free CRM helps unify all your customer data on one platform, with AI that makes it easy to understand. [Get started with HubSpot's Free CRM](https://www.hubspot.com/products/crm)  ### HubSpot's CRM Guide Learn more about the benefits of a modern CRM and why it might be time to ditch the spreadsheets. [Learn more about customer relationship managment](https://www.hubspot.com/products/crm/what-is)  ### Get Set Up in Minutes Get started with HubSpot easily with our templates and set-up guides. No IT or development support needed. [Read the knowledge base article](https://knowledge.hubspot.com/get-started/set-up-your-account) Previous Next -  -  -  -  -  ## Build a Foundation for Growth With HubSpot HubSpot's platform combines CRM, marketing, sales, and service tools in one powerful solution. With free tools to get started and seamless scaling as you grow, you can transform your business operations without the complexity of traditional software. [Get started free](https://app.hubspot.com/signup-hubspot/crm) [Get a demo](https://offers.hubspot.com/crm-platform-demo)  ## Frequently Asked Questions Get answers to common questions about CRM for Mac and Windows. ### Do I need a separate app to use a CRM? No, HubSpot CRM works entirely through your web browser. Simply log in from Chrome, Safari, Edge, or Firefox on any Mac or Windows computer. We also offer optional mobile apps for iOS and Android devices.   ### Can I use the CRM offline and sync later? HubSpot CRM requires an internet connection for real-time functionality. However, our mobile apps offer limited offline access for viewing contacts and deals, with automatic synchronization when you reconnect. For consistent offline access, we recommend using the mobile app rather than the browser version.   ### What is a CRM and does it work on both Mac and Windows? RM (Customer Relationship Management) is software that helps businesses manage interactions with customers and prospects. Modern cloud-based CRMs like HubSpot work identically on both Mac and Windows because they run in web browsers rather than requiring operating system-specific installations. ### Are there any Mac vs Windows-specific limits I should know? No, HubSpot CRM provides identical functionality across both platforms. The only differences are in email client integrations — Mac users connect Apple Mail via IMAP while Windows users can use the native Outlook desktop extension. All other features work identically. ### Is there a desktop app or is it all in the browser? HubSpot CRM is primarily browser-based for maximum compatibility. While there's no traditional desktop application, you can use browser features to create desktop shortcuts and enable notifications. Mobile apps are available for iOS and Android devices. ### Why should I use a browser-based CRM instead of a native app? Browser-based CRMs offer automatic updates, no storage requirements, universal access from any device, consistent experience across platforms, and simplified IT management. They're also more secure since data isn't stored locally on devices that could be lost or stolen. ### How to choose the right CRM for Mac and Windows? Look for true cloud-based solutions that work in any modern browser. Verify the CRM offers the integrations you need, provides transparent pricing without hidden fees, includes mobile apps, and offers strong customer support. Test the free version before committing. ### How does CRM for Mac and Windows work? Cloud-based CRMs store data on secure remote servers accessed through web browsers. This eliminates compatibility issues between operating systems. Users log in through any browser to access the same features, whether on Mac, Windows, or mobile devices.   Back Close ## Popular Features - [All Products and Features All Products and Features](https://www.hubspot.com/products) - [HubSpot AEO HubSpot AEO](https://www.hubspot.com/products/aeo) - [Free Meeting Scheduler App Free Meeting Scheduler App](https://www.hubspot.com/products/sales/schedule-meeting) - [Agent Hub Agent Hub](https://www.hubspot.com/products/artificial-intelligence) - [Email Tracking Software Email Tracking Software](https://www.hubspot.com/products/sales/email-tracking) - [AI Content Writer AI Content Writer](https://www.hubspot.com/products/cms/ai-content-writer) - [AI Website Generator AI Website Generator](https://www.hubspot.com/products/cms/ai-website-generator) - [Email Marketing Software Email Marketing Software](https://www.hubspot.com/products/marketing/email) - [Lead Management Software Lead Management Software](https://www.hubspot.com/products/crm/lead-management) - [AI Prospecting Agent AI Prospecting Agent](https://www.hubspot.com/products/sales/ai-prospecting-agent) - [Free Website Builder Free Website Builder](https://www.hubspot.com/products/cms/drag-and-drop-website-builder) - [Free Landing Page Builder Free Landing Page Builder](https://www.hubspot.com/products/marketing/landing-pages) - [Free Online Form Builder Free Online Form Builder](https://www.hubspot.com/products/marketing/forms) - [Free Chatbot Builder Free Chatbot Builder](https://www.hubspot.com/products/crm/chatbot-builder) - [Free Live Chat Software Free Live Chat Software](https://www.hubspot.com/products/crm/live-chat) - [Marketing Analytics Marketing Analytics](https://www.hubspot.com/products/marketing/analytics) - [Breeze Assistant Breeze Assistant](https://www.hubspot.com/products/artificial-intelligence/breeze-ai-assistant) - [Free Web Hosting Free Web Hosting](https://www.hubspot.com/products/cms/web-hosting) ## Free Tools - [See All Free Business Tools See All Free Business Tools](https://www.hubspot.com/free-business-tools) - [AEO Grader opens in a new tab AEO Grader](https://www.hubspot.com/aeo-grader) - [AI Search Sensor opens in a new tab AI Search Sensor](https://www.hubspot.com/aeo-sensor) - [Make My Persona opens in a new tab Make My Persona](https://www.hubspot.com/make-my-persona) - [Email Signature Generator Email Signature Generator](https://www.hubspot.com/email-signature-generator) - [Free Business Templates Free Business Templates](https://www.hubspot.com/resources/templates) - [Software Comparisons Library Software Comparisons Library](https://www.hubspot.com/comparisons) - [Website Templates Website Templates](https://ecosystem.hubspot.com/marketplace/website) - [Connector for Claude Connector for Claude](https://www.hubspot.com/claude) ## Company - [About Us About Us](https://www.hubspot.com/our-story) - [Careers Careers](https://www.hubspot.com/careers) - [Management Team Management Team](https://www.hubspot.com/company/management) - [Board of Directors Board of Directors](https://www.hubspot.com/company/board-of-directors) - [Investor Relations opens in a new tab Investor Relations](https://ir.hubspot.com/) - [Blog opens in a new tab Blog](https://blog.hubspot.com/) - [Sustainability Sustainability](https://www.hubspot.com/sustainability) - [Contact Us Contact Us](https://www.hubspot.com/company/contact) ## Customers - [Customer Support opens in a new tab Customer Support](https://help.hubspot.com/) - [Join a Local User Group Join a Local User Group](https://www.hubspot.com/hubspot-user-groups) ## Partners - [All Partner Programs All Partner Programs](https://www.hubspot.com/partners) - [Solutions Partner Program Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program Technology Partner Program](https://www.hubspot.com/partners/app) - [HubSpot for Startups opens in a new tab HubSpot for Startups](https://www.hubspot.com/startups/partners) - [Affiliate Program Affiliate Program](https://www.hubspot.com/partners/affiliates) - [Facebook](https://www.facebook.com/hubspot) - [Instagram](https://www.instagram.com/hubspot/) - [Youtube](https://youtube.com/user/HubSpot) - [Twitter](https://x.com/HubSpot) - [Linkedin](https://www.linkedin.com/company/hubspot) - [Reddit](https://www.reddit.com/r/hubspot) - [Tiktok](https://www.tiktok.com/@hubspot) [](https://apps.apple.com/us/app/hubspot/id1107711722) [](https://play.google.com/store/apps/details) [](https://www.hubspot.com/) Copyright © 2026 HubSpot, Inc. - [Legal Center](https://legal.hubspot.com/legal-center) - [Privacy Policy](https://legal.hubspot.com/privacy-policy) - [Security](https://legal.hubspot.com/security) - [Website Accessibility](https://legal.hubspot.com/website-accessibility) - [Manage Cookies](https://www.hubspot.com)