Mac CRM Software Features

Calendar Management

Create, manage, and share multiple calendars

Campaign Management

Create a collection of marketing actions to complete specific goals.

Contact Management

Store and find contact information such as names, addresses, and social media accounts

Document Management

Collect, upload, store, and share all documents in a centralized location making it easier for everyone involved to access information

Email Management

Integrate with email such as Gmail, Outlook, Yahoo, etc.

Email Marketing

Create and send email blasts/campaigns

For Mac Devices

Operate/access software on Mac Devices

Interaction Tracking

Add notes and track history to document conversations with specific contacts

Landing Pages/Web Forms

Create an online form to capture new lead information

Lead Management

Store information about leads and contacts and track them through the sales process

Lead Qualification

Score a lead on their quality or likelihood to buy based on certain behaviors

Marketing Automation

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Mobile Access

Access the software remotely via mobile devices

Quotes/Estimates

Create quotes/proposals and maintain a central repository of previous quotes

Referral Tracking

Log and store the source of contacts/leads

Reporting/Analytics

View and track pertinent metrics

Sales Pipeline Management

Pipeline view and tracking lead status

Task Management

A running list of action items and their respective status

Third-Party Integration

Addition of necessary external data, applications, tools, or features.

Related to Mac CRM Software