Pipedrive for Mac: Your CRM Solution for Productivity

Pipedrive for Mac sets the stage for this enthralling narrative, offering readers a glimpse into a story that is rich in detail and brimming with originality from the outset.

Pipedrive, the renowned CRM platform, has seamlessly integrated with the Mac ecosystem, offering a robust and user-friendly solution for Mac users seeking to streamline their sales processes and boost productivity. Pipedrive for Mac leverages the power of Mac’s native features and applications, creating a cohesive and efficient workflow that enhances your sales efforts.

Introduction to Pipedrive for Mac

Pipedrive is a powerful CRM (Customer Relationship Management) platform designed to help businesses manage their sales processes and build stronger customer relationships. Pipedrive’s Mac app provides a seamless and intuitive experience for Mac users, enabling them to access all the essential features of the platform right from their desktops.

Pipedrive for Mac offers a comprehensive set of tools that streamline sales operations, improve team collaboration, and boost productivity. It provides a user-friendly interface, robust automation capabilities, and insightful analytics, making it an ideal choice for Mac users looking to enhance their sales performance.

Pipedrive’s Core Functionalities

Pipedrive’s core functionalities are designed to simplify and optimize the sales process. These functionalities include:

• Lead Management:Pipedrive allows users to capture and manage leads from various sources, including website forms, social media, and email marketing campaigns. It provides tools for organizing, qualifying, and nurturing leads to ensure that sales teams focus on the most promising prospects.

• Deal Management:Pipedrive offers a robust deal management system that enables users to track the progress of sales opportunities from initial contact to closing. It provides customizable pipelines, activity tracking, and automated reminders to keep deals moving forward efficiently.
• Sales Forecasting:Pipedrive’s forecasting tools provide valuable insights into future sales performance. By analyzing historical data and current pipeline activity, users can predict revenue, identify potential bottlenecks, and make informed decisions about resource allocation.
• Team Collaboration:Pipedrive facilitates seamless team collaboration by providing shared access to deals, contacts, and activities. It allows users to assign tasks, track progress, and communicate effectively, fostering a collaborative and productive sales environment.
• Reporting and Analytics:Pipedrive’s reporting and analytics features offer valuable insights into sales performance. Users can generate customizable reports to track key metrics, identify trends, and make data-driven decisions to optimize their sales strategies.

Benefits of Using Pipedrive on Mac

Pipedrive for Mac offers several benefits over other platforms:

• Seamless Integration:Pipedrive for Mac integrates seamlessly with the Mac operating system, providing a native experience that is familiar and intuitive for Mac users. This eliminates the need for complex workarounds or compatibility issues.
• Enhanced Productivity:Pipedrive’s Mac app allows users to access all the essential features of the platform directly from their desktops, eliminating the need to switch between devices or applications. This streamlines workflows and improves productivity.
• Improved User Experience:Pipedrive’s Mac app is designed with a focus on user experience, offering a clean and intuitive interface that is easy to navigate and use. This makes it easy for users to find the information they need and complete tasks efficiently.

• Offline Access:Pipedrive’s Mac app provides offline access to key data, allowing users to continue working even when they are not connected to the internet. This ensures that sales teams can remain productive regardless of their location or network connectivity.

Key Features for Mac Users

Pipedrive for Mac offers a wide range of features designed to enhance the sales process for Mac users. Some of the key features include:

• Drag-and-Drop Functionality:Pipedrive’s Mac app allows users to drag and drop deals, contacts, and other items within the interface, providing a more intuitive and efficient way to manage data.
• Keyboard Shortcuts:Pipedrive’s Mac app supports keyboard shortcuts, allowing users to perform common tasks quickly and efficiently. This reduces the need for mouse clicks and improves overall productivity.
• Notifications:Pipedrive’s Mac app provides notifications for important events, such as new leads, deal updates, and task deadlines. This ensures that users stay informed and can respond promptly to critical events.
• Customizable Views:Pipedrive’s Mac app allows users to customize their views to display the information that is most relevant to their needs. This ensures that users can easily access the data they need to make informed decisions.

Key Features for Mac Users

Pipedrive for Mac offers a seamless experience for Mac users by leveraging the operating system’s strengths and integrating with its native features. It provides a user-friendly interface and productivity-enhancing tools, making it a powerful CRM solution for Mac users.

Integration with Mac’s Native Features

Pipedrive for Mac integrates seamlessly with Mac’s native features, enhancing workflow and productivity.

PipeDrive for Mac is a powerful CRM designed for sales teams, offering a clean interface and robust features. While it focuses primarily on sales management, it’s important to consider the broader ecosystem of tools available, such as the TOP ERP SYSTEMS , which can integrate with PipeDrive to streamline your business operations.

Ultimately, the best choice for your Mac depends on your specific needs and the way you manage your business.

• Notifications:Pipedrive leverages Mac’s notification system, delivering timely alerts for important tasks, deadlines, and updates. This ensures that users stay informed without needing to constantly check the application.
• Keyboard Shortcuts:Pipedrive supports Mac’s keyboard shortcuts, allowing users to navigate and perform actions quickly and efficiently. This streamlines the user experience, enabling users to complete tasks with minimal mouse interaction.
• File Sharing:Pipedrive integrates with Mac’s file sharing capabilities, enabling users to easily attach and share files directly from their Mac. This simplifies collaboration and allows users to manage all their files within the CRM.

Productivity Enhancement Features

Pipedrive for Mac provides several features designed to enhance productivity for Mac users.

• Drag and Drop:Pipedrive’s drag and drop functionality allows users to easily move deals, contacts, and other information between different sections of the application. This intuitive feature simplifies task management and workflow optimization.
• Customizable Dashboard:Pipedrive’s customizable dashboard allows Mac users to personalize their workspace by adding widgets, charts, and graphs that display relevant information. This provides a tailored view of key metrics and enables users to monitor progress effectively.
• Offline Access:Pipedrive’s offline access feature allows Mac users to work on deals, contacts, and other tasks even when they are not connected to the internet. This ensures that users can stay productive while on the go or in areas with limited connectivity.

User Interface Optimization

Pipedrive for Mac’s user interface is optimized for the Mac operating system, providing a familiar and intuitive experience.

PipeDrive for Mac offers a robust CRM solution specifically designed for sales teams. It’s a powerful tool for managing leads, tracking deals, and automating tasks, but it’s also part of a broader category of software known as CLOUD BUSINESS MANAGEMENT SOFTWARE.

This type of software encompasses a wide range of solutions that help businesses streamline their operations, from managing customer relationships to automating workflows. While PipeDrive focuses on sales, its integration with other cloud-based tools further enhances its functionality, making it a valuable asset for any Mac-using business.

• Mac-Specific Design:Pipedrive’s user interface follows Mac’s design language, ensuring consistency and a seamless integration with other Mac applications. This provides a cohesive and user-friendly experience.
• Intuitive Navigation:Pipedrive’s navigation is designed to be intuitive and user-friendly, allowing Mac users to easily find the information they need. This simplifies the user experience and reduces the learning curve.
• Responsive Design:Pipedrive’s responsive design adapts to different screen sizes, ensuring that the user interface remains optimal on both desktop and laptop Macs. This provides a consistent and enjoyable experience across different devices.

Pipedrive’s Compatibility with Mac Ecosystem

Pipedrive, a popular CRM platform, seamlessly integrates with the Mac ecosystem, providing a smooth and efficient workflow for Mac users. Its compatibility extends to various Mac applications and services, ensuring a streamlined experience for managing sales and customer relationships.

Integration with Mac Applications and Services

Pipedrive’s integration with Mac applications and services enhances its functionality and user experience.

Pipedrive for Mac offers a streamlined CRM experience, but if you’re seeking a more comprehensive solution that integrates with your entire business, you might consider exploring HUBSPOT ERP. This platform combines CRM with marketing automation, sales, and service tools, providing a unified ecosystem for managing your operations.

While Pipedrive excels in sales management, HubSpot ERP offers a broader range of capabilities that can enhance your overall business efficiency.

• Mail:Pipedrive’s integration with Mail allows users to directly send emails from within the platform, keeping all communication centralized. This feature saves time and effort by eliminating the need to switch between applications.
• Calendar:Pipedrive’s calendar integration allows users to schedule meetings and appointments directly within the platform, syncing them with their Mac Calendar. This synchronization ensures that all important dates and deadlines are readily accessible and updated across all devices.
• Contacts:Pipedrive’s integration with Contacts allows users to import and manage their contacts within the platform. This feature streamlines contact management by eliminating the need to maintain separate contact lists in different applications.

Integration with Popular Mac Productivity Tools

Pipedrive’s compatibility extends beyond native Mac applications and services, integrating with popular Mac productivity tools.

• Zapier:Pipedrive integrates with Zapier, allowing users to automate tasks and workflows by connecting it with other applications. This integration enables users to streamline their processes and save time by automating repetitive tasks.
• Slack:Pipedrive’s integration with Slack allows users to receive real-time notifications and updates about deals and activities within the platform. This integration keeps teams informed and aligned on sales progress, ensuring efficient collaboration.
• Google Workspace:Pipedrive integrates with Google Workspace applications, such as Gmail, Google Calendar, and Google Drive. This integration provides users with a unified platform for managing their sales and customer relationships, enhancing productivity and efficiency.

Potential Compatibility Issues or Limitations

While Pipedrive generally offers excellent compatibility with the Mac ecosystem, users may encounter some potential compatibility issues or limitations.

• Software Updates:Updates to either Pipedrive or Mac operating systems may occasionally introduce compatibility issues. Regular software updates are crucial to ensure smooth integration and avoid potential conflicts.
• Third-Party Integrations:While Pipedrive integrates with a wide range of applications, some third-party integrations may not be fully compatible with the Mac platform. Users should carefully review compatibility information before utilizing third-party integrations.

User Experience and Interface

Pipedrive’s Mac app boasts a user-friendly interface that mirrors the web version, offering a seamless transition for users familiar with the platform. The app’s design prioritizes simplicity and intuitiveness, making it easy for users to navigate and manage their sales pipelines.

Interface Design and Navigation

Pipedrive’s Mac interface is clean and modern, with a straightforward layout that emphasizes key features and functionality. The app follows Apple’s Human Interface Guidelines, ensuring consistency with other Mac applications and a familiar user experience. The interface is divided into distinct sections, including the main navigation bar, a central workspace, and a sidebar for quick access to essential features.

The navigation bar provides easy access to key areas such as deals, contacts, and pipelines, while the central workspace displays relevant information and tools for managing deals and activities. The sidebar offers a convenient way to access frequently used features and settings.

User Experience

Pipedrive’s Mac app provides a smooth and intuitive user experience. The app is responsive and fast, allowing users to navigate between screens and access data quickly. The app’s intuitive design makes it easy for users to find the information they need and complete tasks efficiently.

The app also provides helpful tooltips and contextual menus to guide users through various functions and features.

Adaptability to Different Screen Sizes and Resolutions

Pipedrive’s Mac app is designed to adapt seamlessly to different screen sizes and resolutions. The app’s layout adjusts automatically to fit various display configurations, ensuring optimal visibility and usability across different Mac devices. The app also supports Retina displays, providing sharp and detailed visuals for a more immersive experience.

Performance and System Requirements

Pipedrive for Mac is designed to be a smooth and efficient CRM solution, even for users with older Macs or less powerful machines. However, for optimal performance, it’s important to consider the system requirements and potential performance issues.

System Requirements

The minimum system requirements for running Pipedrive smoothly on a Mac are:

• Operating System:macOS 10.12 Sierra or later
• Processor:Intel Core i3 or equivalent
• Memory:4 GB RAM (8 GB recommended)
• Storage:2 GB free disk space
• Internet Connection:Stable internet connection is required for access to Pipedrive’s cloud-based features.

Performance on Different Mac Models

Pipedrive’s performance can vary depending on the specific Mac model and operating system. Generally, newer Macs with more powerful processors and ample RAM will experience faster loading times and smoother performance. For example, users with a MacBook Pro with an M1 chip or later will likely experience significantly faster performance compared to older Macs with Intel processors.

While Pipedrive for Mac excels at managing sales pipelines, construction companies often require a more comprehensive solution. An ERP system for construction companies can streamline operations from project management and resource allocation to financial accounting and reporting. This integration allows Pipedrive to seamlessly connect with other crucial business processes, providing a holistic view of your construction projects.

Potential Performance Issues

While Pipedrive is generally optimized for performance, users might encounter some performance issues depending on factors like internet connection, hardware specifications, and the number of active users.

• Slow Loading Times:If you are experiencing slow loading times, check your internet connection and ensure you have enough free disk space. Additionally, consider closing other applications that might be consuming resources.
• Lagging Interface:Lagging interface can be caused by insufficient RAM. If you are using an older Mac with limited RAM, consider upgrading to a model with more RAM or closing other applications that might be using up resources.
• Frequent Crashes:Frequent crashes could be caused by outdated software or a corrupted installation. Try updating Pipedrive to the latest version or reinstalling it if the issue persists.

Security and Data Protection

Pipedrive, a leading CRM platform, prioritizes the security and privacy of its users’ data, especially for Mac users. They implement robust measures to safeguard sensitive information stored on Mac devices, ensuring a secure and reliable experience.

Security Measures for Mac Users

Pipedrive utilizes a comprehensive approach to protect user data on Mac devices. Here are some of the key security measures implemented:

• Data Encryption:Pipedrive encrypts all data in transit using Transport Layer Security (TLS) protocols. This ensures that data transmitted between your Mac and Pipedrive servers is protected from unauthorized access. Data at rest is also encrypted using strong encryption algorithms, further enhancing data security.

• Two-Factor Authentication (2FA):Pipedrive offers two-factor authentication as an additional security layer. This requires users to provide a unique code generated by an authenticator app or SMS, in addition to their password, when logging in. This significantly reduces the risk of unauthorized access, even if a password is compromised.

• Access Control:Pipedrive provides granular access control settings, allowing administrators to define specific permissions for different users within their organization. This ensures that only authorized individuals have access to sensitive data, limiting the risk of data breaches.
• Regular Security Audits:Pipedrive conducts regular security audits to identify and address potential vulnerabilities in its systems. This proactive approach ensures that the platform remains secure and resilient against evolving threats.
• Secure Data Centers:Pipedrive’s data centers are located in highly secure facilities, equipped with advanced physical security measures, such as 24/7 monitoring, access control systems, and fire suppression systems. This ensures that the data is protected from physical threats and unauthorized access.

Compliance Standards

Pipedrive adheres to industry-recognized security and privacy standards, demonstrating its commitment to data protection:

• ISO 27001:This internationally recognized standard specifies requirements for establishing, implementing, maintaining, and continually improving a documented information security management system. Pipedrive’s adherence to ISO 27001 ensures that its information security practices meet rigorous standards.
• GDPR:Pipedrive is compliant with the General Data Protection Regulation (GDPR), a comprehensive data protection law that applies to organizations processing personal data of individuals within the European Union. This ensures that Pipedrive handles user data responsibly and in accordance with GDPR requirements.

• SOC 2:The Service Organization Control (SOC) 2 standard focuses on the security, availability, processing integrity, confidentiality, and privacy of user data. Pipedrive’s SOC 2 certification demonstrates its commitment to meeting these stringent criteria.

Pricing and Subscription Options

Pipedrive offers a range of subscription plans to cater to the diverse needs of Mac users. Each plan provides a specific set of features and benefits, allowing businesses to choose the option that best suits their requirements and budget. This section will Artikel the different pricing plans, compare their features, and guide you in selecting the most appropriate plan based on your business needs.

Pricing Plans and Features

Pipedrive offers four pricing plans for Mac users: Essential, Advanced, Professional, and Enterprise.

• The Essential planis the most basic option, ideal for small teams or individuals just starting with CRM. It offers core CRM features like deal management, contact management, and basic reporting.
• The Advanced planexpands upon the Essential plan by adding features like email integration, automation rules, and more advanced reporting capabilities. This plan is suitable for growing businesses that require more robust functionality.
• The Professional planis designed for larger businesses and provides even more advanced features like sales forecasting, custom dashboards, and team collaboration tools. This plan offers a comprehensive solution for managing complex sales processes.
• The Enterprise planis the most comprehensive option, offering all the features of the Professional plan plus dedicated support, advanced security features, and custom integrations. This plan is ideal for businesses with complex needs and large teams.

Choosing the Right Plan

The best Pipedrive plan for you depends on your specific business needs, team size, and budget.

• If you’re a small team or individual starting with CRM, the Essential planis a good starting point. It provides basic features at an affordable price.
• For growing businesses with more complex needs, the Advanced planoffers a good balance of features and affordability.
• Larger businesses with complex sales processes and a need for advanced features should consider the Professional plan.
• Businesses with highly complex needs, large teams, and a focus on security should choose the Enterprise plan.

Free Trial and Money-Back Guarantee

Pipedrive offers a free trial period for all its plans, allowing users to test the software and its features before committing to a subscription. Additionally, Pipedrive provides a money-back guarantee, ensuring users can get a refund if they are not satisfied with the software within a specified timeframe.

Customer Support and Resources

Pipedrive for Mac users have access to a comprehensive suite of support resources designed to ensure a smooth and efficient experience. Pipedrive offers various support channels to address user inquiries and provide assistance with troubleshooting any issues encountered.

Customer Support Options

Pipedrive provides several customer support options for Mac users, ensuring they can get help whenever needed.

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Once you have your ERP in place, you can seamlessly integrate it with PipeDrive for a powerful, synchronized workflow.

• Email Support:Users can reach out to Pipedrive’s customer support team via email for assistance with general inquiries, feature requests, or technical issues. This method is suitable for detailed inquiries or issues requiring written communication.
• Live Chat:Pipedrive offers live chat support for immediate assistance with urgent queries or basic troubleshooting. This option is ideal for quick answers and real-time interaction with a support agent.
• Phone Support:For more complex issues or situations requiring immediate phone-based guidance, Pipedrive provides phone support to users. This option allows for direct communication and personalized assistance.

Pipedrive Help Center

The Pipedrive Help Center serves as a central repository of information and resources for Mac users.

• Extensive Documentation:The Help Center offers detailed documentation on all aspects of Pipedrive, including features, functionalities, and best practices for using the platform on Mac. This documentation provides comprehensive guides and step-by-step instructions for various tasks.
• Tutorials and Videos:Pipedrive provides a library of tutorials and video guides that demonstrate how to use different features and functionalities of the platform on Mac. These resources offer visual explanations and practical demonstrations to enhance user understanding.
• Community Forum:The Pipedrive community forum allows users to connect with other Pipedrive users, share experiences, ask questions, and seek solutions from the community. This platform fosters collaboration and knowledge sharing among users, enabling them to learn from each other’s experiences.

Troubleshooting and Issue Resolution, PIPEDRIVE FOR MAC

Pipedrive offers several resources and methods to assist Mac users in troubleshooting issues encountered while using the platform.

• Troubleshooting Guides:The Pipedrive Help Center provides comprehensive troubleshooting guides for common issues encountered by Mac users. These guides offer step-by-step instructions and solutions for resolving specific problems.
• System Requirements:Pipedrive Artikels the minimum system requirements for using the platform on Mac, ensuring users have the necessary hardware and software configurations for optimal performance. This information helps users identify and address potential compatibility issues.
• Contacting Support:If users are unable to resolve an issue independently, they can contact Pipedrive’s customer support team via the available channels for further assistance. The support team will provide guidance and solutions based on the specific issue encountered.

Comparison with Competitors

Pipedrive is a popular CRM solution, but it’s not the only one available for Mac users. Understanding how Pipedrive stacks up against its competitors is crucial for making an informed decision. This section will compare Pipedrive’s features and functionalities with other popular CRM options, highlighting its strengths and weaknesses.

Pipedrive vs. Other CRM Solutions

Pipedrive excels in sales pipeline management and automation, making it a strong choice for businesses focused on sales. However, it may lack certain features found in more comprehensive CRMs. Here’s a breakdown of Pipedrive’s strengths and weaknesses compared to other CRM solutions:

Strengths of Pipedrive:

• Sales Pipeline Focus:Pipedrive’s intuitive pipeline visualization and automation features make it ideal for managing sales processes.
• Ease of Use:Its user-friendly interface and straightforward navigation contribute to a smooth user experience, even for beginners.
• Mobile App:Pipedrive’s mobile app allows for access to your CRM on the go, ensuring you can stay on top of sales activities anywhere.
• Integration Capabilities:Pipedrive integrates with a wide range of popular apps, including email marketing platforms, payment gateways, and project management tools.

Weaknesses of Pipedrive:

• Limited Marketing Features:Pipedrive’s marketing features are basic compared to dedicated marketing automation platforms.
• Customer Support:While Pipedrive offers support, some users have reported inconsistencies in the level of assistance provided.
• Reporting and Analytics:Pipedrive’s reporting and analytics capabilities are functional but may not be as robust as those offered by more advanced CRMs.

Key Features and Pricing Comparison

The following table compares Pipedrive with other popular CRM solutions available for Mac, focusing on key features and pricing:

CRM	Key Features	Pricing
Pipedrive	Sales pipeline management, automation, email integration, mobile app, basic marketing features	Starts at $12.50 per user/month
Zoho CRM	Comprehensive CRM, sales automation, marketing automation, customer support, analytics	Starts at $14 per user/month
Salesforce	Industry-leading CRM, extensive customization options, advanced reporting and analytics, robust marketing automation	Starts at $25 per user/month
HubSpot CRM	Free CRM with paid add-ons, marketing automation, sales automation, customer service tools	Free plan available, paid plans start at $450 per month

Conclusion

Pipedrive for Mac offers a compelling CRM solution for businesses seeking a user-friendly and efficient platform. Its intuitive interface, robust features, and seamless integration with the Mac ecosystem make it an attractive option for Mac users. However, it’s crucial to consider your specific needs and priorities before making a decision.

Pipedrive’s Strengths and Weaknesses

Pipedrive for Mac excels in several areas, making it a strong contender for Mac users. Its intuitive interface, extensive feature set, and smooth integration with the Mac ecosystem contribute to its overall appeal. However, certain limitations and considerations should be factored into your decision-making process.

• Strengths:
  • User-friendly interface:Pipedrive’s intuitive design makes it easy to navigate and use, even for users unfamiliar with CRMs.
  • Robust feature set:Pipedrive offers a comprehensive range of features, including lead management, deal tracking, sales forecasting, and reporting.
  • Seamless Mac integration:Pipedrive’s native Mac app ensures a smooth and consistent user experience, seamlessly integrating with other Mac applications and services.
  • Excellent customer support:Pipedrive provides responsive and helpful customer support through various channels, ensuring timely assistance when needed.
• Weaknesses:
  • Limited customization:While Pipedrive offers customization options, they may not be as extensive as some competitors, potentially limiting its adaptability to specific workflows.
  • Pricing:Pipedrive’s pricing plans can be relatively expensive compared to some alternative CRM solutions, especially for smaller businesses or startups.

Choosing Pipedrive for Your Mac

Pipedrive is an excellent CRM solution for Mac users, particularly those seeking a user-friendly and feature-rich platform. It’s particularly well-suited for businesses with a focus on sales and lead generation, as its core functionality centers around managing deals and nurturing relationships.

• Consider Pipedrive if:
  • You prioritize user-friendliness and ease of use.
  • You require a robust CRM with a comprehensive feature set.
  • You value seamless integration with the Mac ecosystem.
  • You are comfortable with the pricing structure.
• Consider alternatives if:
  • You require extensive customization options.
  • You are on a tight budget and need a more affordable CRM.
  • You have specific needs not fully addressed by Pipedrive’s feature set.

Closing Notes: PIPEDRIVE FOR MAC

Pipedrive for Mac emerges as a compelling choice for Mac users seeking a comprehensive CRM solution. Its seamless integration with the Mac ecosystem, user-friendly interface, and robust security measures make it a powerful tool for managing sales, improving team collaboration, and ultimately driving business growth.

Whether you’re a seasoned professional or a startup entrepreneur, Pipedrive for Mac empowers you to achieve your sales goals with ease and efficiency.

Question Bank

Is Pipedrive for Mac free?

No, Pipedrive for Mac offers a variety of paid subscription plans with different features and pricing options. You can choose the plan that best suits your needs and budget.

Can I use Pipedrive on both Mac and Windows?

Yes, Pipedrive is available for both Mac and Windows operating systems. You can access your data and manage your sales activities seamlessly across multiple devices.

Does Pipedrive offer mobile apps for Mac users?

Yes, Pipedrive offers mobile apps for both iOS and Android devices. You can stay connected to your sales pipeline and manage your contacts even when you’re on the go.

What are the system requirements for Pipedrive on Mac?

Pipedrive’s system requirements for Mac are relatively modest. You can find detailed information on their website.

Does Pipedrive offer customer support for Mac users?

Yes, Pipedrive provides comprehensive customer support options for all users, including Mac users. You can access their support website, contact them via email, or join their online community for assistance.