Most CRM platforms these days are cloud-based. This means you don’t have to buy, download and install the software on your computer. Instead, businesses subscribe to CRM systems – through annual or monthly payments – that they can access from any web browser.
The main advantage here is that you can access your CRM from any device, Windows, Mac, iOS, Android, or Linux, as long as you have internet. With CRM on your hard drive, you can lose important data if you experience a physical problem with your device.
For this reason, cloud CRM is suitable for most businesses.
Here are the features you should be looking for:
1. iOS/Mac App
If you’re looking for a CRM platform for Mac, the first thing you’ll want to check is that the CRM software you’re looking at works on Mac.
Most modern CRMs are cloud-based, so you can access them in a web browser using any operating system, but you’ll find that some CRM vendors also offer desktop applications. If you want to use it, it must be compatible with Mac OS.
You can also consider choosing a CRM app and iOS app that will work best on your mobile device, whether it’s an iPhone or iPad. This is what iOS from monday.com looks like, to give you an example.
2. Customizable fields
Whether you’re looking for a simple Mac CRM software solution for contact management or a complex marketing solution for lead management and sales pipeline tracking, you’ll need something that will keep you organized in the area.
There is nothing worse than being stuck with an arbitrary system created by a bunch of developers who don’t know how your business works. So, look for a CRM software solution that gives you freedom and flexibility, matched with drag-and-drop functionality.
3. Forms to enter contact info
When you first start your CRM application, you need to sync all your Mac contacts so that you can easily track communications with them.
But you probably won’t stop there. Chances are you’ll continue to create new leads and customers, and look for an easy way to add their information to your CRM software. You can do this by choosing a CRM application that allows you to create a custom form, which allows you to enter their information that is entered into the appropriate place in your CRM application.
That’s exactly what you can do with monday.com Work OS, and it’s a great idea for anyone focused on lead generation and marketing automation, as it reduces friction and streamlines the sales process. increased sales.
4. Reports/dashboards
Another important feature to look for when choosing a Mac CRM is the platform’s ability to report on important metrics – such as the number of contacts needed to convert a prospect into a customer – and, most importantly, to be able to express them in style. of the dashboard.
You can also find a CRM with a nice iOS app, as it will allow you to view the sales dashboard on the iPad for your team to track progress throughout the day.
Monday Sales CRM offers many beautiful and intuitive dashboards. You can display your data in 8 different ways, enough to satisfy the interests of each of you.
5. Integrations
Community integration for the products and tools you already use can be a game changer, as it will save you a lot of time carrying data and updating all your systems.
monday.com offers more than 40 integrations, which means it’s easy to add everything you’re working on right into the platform.
6. Automation
One of the features Mac users should look for in a CRM is strong automation capabilities. This will allow your CRM software to take care of simple and repeatable tasks for you, saving you a lot of time in the long run and allowing you to focus on more valuable activities. For example, you can set up an automated rule to send a pre-written email every time a lead is moved from one stage of your sales pipeline to another.
7. Ability to call and send emails directly from the interface
Most CRMs are focused on contact management, which means they should also make it easier to manage your contacts with your customers. In today’s environment, this means being able to click on an email or phone number and go instantly.
Did you know that you can also use monday.com as a customer relationship management tool? And by partnering with Platinum Partner Syscor, you can rest assured knowing that your setup will be seamless.