2020-09-10 17:27:05 • Filed to: Business Tips • Proven solutions
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The thing about small businesses is that they tend to grow. As our businesses get bigger, though, we need better tools to manage them – otherwise, we spend all of our time on administration, and none of it actually growing the business. That is why we created this guide to the best small business software packages for Mac (High Sierra Compatible) available on the market today – to help you stay productive without falling behind on your paperwork!
- Looking for the best contact manager for Mac? This article provides a list of the best apps to manage contacts on Mac. (Apple) Contacts app is an address book app included with macOS, iOS and iPadOS. Mac’s Contacts app is free and easy to use. However, sometimes it’s not useful enough. That’s where third-party contact apps come in.
- Looking for the best contact manager for Mac? This article provides a list of the best apps to manage contacts on Mac. (Apple) Contacts app is an address book app included with macOS, iOS and iPadOS. Mac’s Contacts app is free and easy to use. However, sometimes it’s not useful enough. That’s where third-party contact apps come in.
- NoMachine for Mac is free for personal use but there are paid Enterprise and Cloud editions available. Pricing: Starts at $44.50. Free Remote Desktop Software For Mac. The following solutions all have free versions which can be used either free for personal use or with limitations.
- CRM software for Mac is software designed to run natively on Mac OS that manages customer contact information as well as customer life cycles.
Using Mac Small Business Software in General
Before we get to the list, let me tell you 3 things small business software Mac users need to know:
The Mac may be a great machine, but when it’s asleep it doesn’t run any software, including Sighthound Video. Go to System Preferences Energy Saver. Click the Sleep Tab to see the first setting 'Put the computer to sleep when it is inactive for.'
- Make sure you choose something that will be easy to integrate not just into your devices but your business processes. Change takes time and energy you might not have
- Do not underestimate the value of accessing your files over an iOS app. This can be a lifesaver, especially in the field
- Don’t be afraid to test-drive free versions before shelling out for the premium version. This will eliminate a lot of costly mistakes
The Top Small Business Software for Mac Users
1. PDFelement for Business
You doubtless use a lot of PDFs in your business – purchase orders, receipts, invoices, and so on. PDFelement for Business may be one of the best Mac small business software titles going because it gives you a way to create and manage these PDFs all in one place. This little gem was designed around the concept of creating, editing, and sharing PDF business files, and it does its job very, very well.
Why You’ll Love It:
- Excellent user interface
- Allows you to edit text and images
- Good OCR features
- Compatible with macOS 10.13 High Sierra
2. Hiveage for Mac
Hiveage is one of the best invoicing tools I’ve ever used, and a piece of small business software Mac users should never be without. As it is cloud-based, it requires little initial investment and can be used across a number of different devices easily. It offers PayPal integration and has a good set of tools for automated billing.
Why You’ll Love It:
- You can use it for free
- It is cloud-based, making sharing secure and easy
- An excellent time tracker is included
- It makes creating detailed reports very easy
Why Some Hate It:
- While the basic package is free, you’ll have to pay to use many advanced features
3. Billings Pro for Mac
This is small business software for Mac at its finest. It excels at creating and sending estimates to prospective clients and comes with several pre-generated templates to get you up and running in minutes.
Mac-based small business software that also comes in handy when you want to create ad send cost estimates to new clients. It comes with different templates to make the whole process easier. These templates make invoicing so easy to understand even for the beginner.
Why You’ll Love It:
- It costs only $10 per month
- It offers templates for many different types of businesses
- Easy to use ‘right out of the box
Why Some Hate It:
- It can be a bit difficult to integrate into iOS if you’re not a ‘power user’
4. Cognito Software MoneyWorks Gold 7
When it comes to small business software for Mac users, MoneyWorks is an excellent choice. It can essentially ‘be’ your finance department. As your business grows and you eventually put more than one person in the account, it can accommodate multiple users easily and effectively.
Why You’ll Love It:
- Very user-friendly, with a gentle learning curve
- Excellent at file sharing
- Supports multiple users with password protection
Why Some Hate It:
- You’ll have to manage each user individually, which will be cumbersome once your business grows enough
5. Moon Invoice for Mac
Moon invoice is one of my favorite pieces of Mac small business software. As you might have guessed from the name, it excels at invoicing. It also integrates with your iPhone (or any iOS device) with a very nice app. The most useful feature, for me, is the ‘iCloud Sync’ feature, which keeps all of your documents up-to-date across any devices you might be using. This feature alone has saved me more time than you can imagine.
Why You’ll Love It:
- iCloud sync is an absolute game-changer
- Very easy to create and track invoices
- Several flexible payment options for the paid version
Why Some Hate It:
- The free version is a bit limiting, and you’ll soon outgrow it
- The rather steep learning curve
Free Download or Buy PDFelement right now!
Free Download or Buy PDFelement right now!
Buy PDFelement right now!
Buy PDFelement right now!
Part 1
1. Pipeliner CRM:Features and Functions:
· Pipeliner CRM is afree CRM software for Macwhich helps the sales leaders to keep an eye on the Key Performance Indicator (KPI), easily as well as comprehensively.
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· You can schedule your meeting with your customers and complete your pending activities using this software.
· Sales stages feature helps you to set milestones for your sales process so that you can take a good look at the risk factor in your sales an increase the predictability.
Pros:
· Thisfree CRM software for Mackeeps a track of all the sales activity of the user.
· Very attractive graphical design.
· One can access all the sales data offline also.
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Cons
· For marketing campaigns, thisfree CRM software for Macis not very ideal.
· Processing becomes quite slow when there is a large amount of data.
· Complex functionalities for the manager.
User Reviews:
· Easy to Use, Saves Time. -http://www.capterra.com/customer-relationship-management-software/spotlight/125911/Pipeliner%20CRM/pipelinersales
· Fantastic CRM for Sales. -http://www.capterra.com/customer-relationship-management-software/spotlight/125911/Pipeliner%20CRM/pipelinersales
· Very useful sales application for freelancers!. –http://download.cnet.com/Pipeliner-CRM/3000-2652_4-10912036.html
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2.Reflect CRM Customer Database:
Features and Functions:
· Thisfree CRM software for Macis a very useful software which helps its users to set reminders for various events and also generate reports using the filtered data.
· Multiple users and mobile access can be enables using the web access mode feature.
· You can easily import Customer data and information from Outlook or any other database.
Pros
· There is a facility of maintaining unlimited tasks, events and notes for every client in thisfree CRM software for Mac.
· One installation allows you to run multiple businesses.
· Takes less than 60 second to install and run.
Cons
· The notes section does not display the notes written properly.
· Only CSV files can be used to import data automatically.
User Reviews:
· I recently set up the crm software as well as several other business programs offered by this company and so far everything works great. Easy to install and I had our 500 customer and 2000 contacts up and running in no time. A huge thank you for simplifying my life. -http://reflect-customer-database.software.informer.com/
· This software is most useful for my insurance customer data. -http://reflect-customer-database.software.informer.com/
· Needs a lot of work. -http://download.cnet.com/Reflect-Free-CRM-Customer-Database/3000-2652_4-75748373.html
Screenshots
3.Infusion Soft:
Features and Functions:
· Infusion Soft is afree CRM software for Macwhich is mainly dedicated to serve the purpose of a small business.
· Helps you create automated follow-ups, submit forms, send emails relevant to the customers and maximize the customer engagement.
· You can create an online store and maintain inventory, billings, etc., and by creating discounts and promo offers.
Pros
· Sales activities are simplified in CRM of thisfree CRM software for Mac.
· In marketing you can capture leads with the help of web forms.
· Automatically helps you to track delivery of a product ordered on your online store.
Cons
· This software takes time to learn and needs regular practice.
· Thisfree CRM software for Macslows down the system sometimes which can be frustrating in case of emergency work.
· Client emails that are incoming are not captured by the system.
User Reviews:
· I've been using Infusionsoft since 2007. It's a great platform to automate your business and marketing efforts.
· Flaws and all, Infusionsoft is worth it
· I love Infusionsoft. It allows me to collaborate across oceans with my marketing team with ease and confidence.
https://www.getapp.com/customer-management-software/a/infusionsoft-crm-tool-for-small-businesses/reviews/
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4.Sugar CRM:
Features and Functions:
· Sugar CRM is a very extensively usedfree CRM software for Macwhich has over 60000 users in more than 80 different languages.
· Google docs can be easily uploaded and shared inside the Sugar CRM interface itself.
· Allows the user to customize their home page and for the new users it has a helping wizard to know the software well.
Pros
· Sugar CRM is very easy to installfree CRM software for Mac.
· The entire stack gets integrated by the time the user clicks on the finish button.
· It does not interfere with any other software installed on our computer as it is self contained.
Cons
· There are some problems with the syncing of calendar of thisfree CRM software for Mac.
· The themes cannot be changes in accordance with the company.
· The dashboard is missing and hence it becomes difficult to take glance at your entire business.
User’s Review:
· Extremely customizable and powerful.
· Decent alternative to Salesforce.com, if on a tight budget.
· For companies that settle for less, Sugar is your CRM.
http://www.softwareadvice.com/crm/ticomix-sugarcrm-profile/
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5. Sumac:
Features and Functions
· Sumac is one of thefree CRM software for Macwhich is mainly used for managing non-profit data.
· It helps you perform the email marketing and payment processing with ease as it is already built in the software.
· Allows you to integrate your software with an accounting software so as to manage your accounts as well.
Pros
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· Thisfree CRM software for Macruns on almost every operating system or platform and hence is very versatile.
· Sumac can be very easily customized according to the organization’s need.
· Sumac provides quick responses to their user’s query and provides unmatched customer support. So now you don’t need to worry about what Sumac lacks in, you can simply raise these issues to their customer support and they will look into the matter as soon as possible.
Cons
· The representation charts are not very attractive.
· Does not provide any API for the web based programs. Allows the use of HTML codes which have some limitations.
· It is difficult to send formatted emails because an HTML template needs to be built in with the help of another software and then attach that template with this email and send it through Sumac.
User Reviews:
· Great Value, Solid Program. -http://download.cnet.com/Sumac/3000-2652_4-75649675.html
· Support is excellent! Sumac was very responsive to questions and also very responsive to suggestions. -http://download.cnet.com/Sumac/3000-2652_4-75649675.html
· SUMAC wins the prize for the tech company that consistently provides patient, helpful and good advice. -https://www.getapp.com/industries-software/a/sumac/reviews/
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Free Client Management Software For Mac Reviews
6.Prophet CRM:
Features and Functions
· This is afree CRM software for Macwhich is actually a transition of MS Outlook into a CRM software.
· Prophet synchronizes all your Outlook data with the stages, records and opportunities of so that customer data can be easily analyzed with one tool itself.
· Automated tracking is done for the emails sent, notes for the meeting, scheduled appointments, etc.
Pros
· Outlook integration in thisfree CRM software for Macserves as a great help.
· Less clustered environment because of integration with MS Outlook .
· Keeps an excellent track of notes.
Cons
· One needs to synchronize data every time in order to work on it offline.
· Takes a lot of time to load the database.
· One needs to have a lot of patience while learning this in the beginning.
User Reviews
· Great way to stay organized
· Coordinating Clients with Projects
· A great tool to organize your book of business, and pipeline.
http://www.softwareadvice.com/crm/avidian-technologies-profile/
Screenshots:
7.Marketo:
Features and Functions
· Marketo is anotherfree CRM software for Macdesigned by the marketers and for the marketers which features capabilities like budget management, marketing automation, sales insight, social marketing, etc.
· It is integrated with both, Sugar CRM as well as Microsoft Dynamics CRM which helps the sales rep to get a clear picture of the lead so that they can maintain the priority on basis of this report.
· It has over 250 partners and 3000 customers who share their views, give ideas and give a direct influence to the development of the project.
Pros
· Easy customization of emails and campaigns and also cloning them.
· It can easiy collect a very large amount of data as compared to otherfree CRM software for Mac.
· They have well experienced and spontaneous customer support system.
Cons
· The email editor does not line up everything correctly.
· It has a steep learning curve and it definitely takes some time to understand the software.
· Other than English, all other languages are very poorly supported by Marketo and it becomes really difficult to deal with the names with accent.
User Reviews:
· The best Marketing Automation tool on the market
· Helping us scale up our marketing
· Marketo, absolutely a must have for any marketing org
http://www.softwareadvice.com/crm/marketo-profile/
Screenshots:
8.Silver Pop:
Features and Functions
· Silver pop is a very powerfulfree CRM software for Macwhich helps the marketers to develop multi channel campaigns and deliver them.
· This software is specifically made for medium to enterprise level businesses.
· With the help of the print option, you can print your lead scoring model and use them to show it your sales people for their better understanding.
Pros of Zurmo
· Processes even the most sophisticated data.
· Handles almost everything that is needed for email marketing
· After sending the link through emails, they can be easily changed into URLs. This feature is not offered in many of thefree CRM software for Mac.
Cons
· It is not a good option for larger business or enterprises.
· The platform is a little confusing to use and needs time to load sometimes.
· Customer support is not very effective and spontaneous.
User Reviews:
· Great for SMB, only ok for Enterprise
· Silverpop: an advanced marketing automation tool
· An automation, email and marketing solution for any business
![Mac Mac](/uploads/1/1/8/9/118932619/902904310.jpg)
http://www.softwareadvice.com/crm/silverpop-profile/
Screenshots:
9. Workbooks:
Features and Functions
· Workbooks is afree CRM software for Macmainly designed for small to mid-sized companies like healthcare, media, consultation, etc.
· Marketing automation is feature dedicated to extract data directly from the company website when they express their interest. This helps is distributing leads to the sales team.
· The support module helps the customer to submit their query or complaints through a ticket.
Pros
· The software is fully integrated and not modular and hence it helps maintain everything in a single system.
· This free CRM software for Mac is very easy to use and quite efficient at performing various tasks.
· Transition from one module to another like from order to purchase order and so on is very easy.
Cons
· Copy and paste options are not available.
· Reporting in thisfree CRM software for Macis not very efficient.
· You cannot create a replica of an existing order without the attachments.
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User Reviews:
· Tailor and minimize it to your needs only, it can be quite bloated if you do not.
· Amazing. Would love to a shopping cart added but I love the CRM
· Utilised for general data base and sales lead tool
http://www.softwareadvice.com/crm/workbooks-profile/
Screenshots:
10. HatchBuck:
Features and Functions:
· Thisfree CRM software for Macis an all in one marketing and sales management software
· Hatchbuck contains very powerful and versatile features to maintain the existing clients and also the prospective ones.
· Option is there to import contacts from Ms Outlook, linkedIn and Excel and information related to leads can be easily copied from the company’s website.
Pros
· Immediate feedback is received once your sent emails are opened by the recipients.
· You can send blast emails by keeping the subject personalized.
· Marketing and CRM integration works the best.
Cons
· Learning program takes a little time to be understood.
· The emails sent from and which are received by hatchbuck goes to the junk folder sometimes.
· The numbers of users are either 1 or 3 and not in-between.
User Reviews:
· Hatchbuck; a Better Way to Connect and Track Your Prospects
· 2 thumbs up for Hatchbuck
· Good For Small Business
http://www.softwareadvice.com/crm/hatchbuck-profile/
Screenshots: