Find the best Healthcare CRM

What is healthcare crm?

Healthcare customer relationship management (CRM) software helps professionals in hospitals and private practices attract new patients and improve communication with existing patients. This is especially important given that patients are more involved in their own healthcare, particularly when it comes to selecting providers. As a result, a growing... read more
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monday sales CRM

Built on top of Work OS, monday sales CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to pos...Read more about monday sales CRM

4.74 (354 reviews)

10 recommendations


Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action invol...Read more about Pipedrive


Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m...Read more about Bitrix24


LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness, market...Read more about LeadSquared

4.33 (131 reviews)

5 recommendations

Zoho CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respo...Read more about Zoho CRM

Bigin by Zoho CRM

Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on greater ease-of-use, Bigin brings spreadsheets-like simplicity to CRM and allows anyone to get started in ...Read more about Bigin by Zoho CRM

PlanPlus Online

PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one sol...Read more about PlanPlus Online

3.95 (85 reviews)

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Really Simple Systems CRM

Really Simple Systems is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integra...Read more about Really Simple Systems CRM

4.44 (422 reviews)

1 recommendations

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hc1 High-Value Care Platform

Healthcare Relationship Cloud from is a cloud-based healthcare specific CRM solution that provides a centralized platform for clinics and hospitals to personalize patient care, create patients database and streamline commu...Read more about hc1 High-Value Care Platform

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Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists, em...Read more about Nimble

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Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your ...Read more about RAYNET CRM

4.85 (27 reviews)

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vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small businesses. Entrepreneurs and small business owners from different industries use vcita to manage their time, mo...Read more about vcita

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Efficy CRM

At last, a CRM solution that truly adapts to your needs! Our mission is to help each company or organisation succeed by helping it to transform its customer data into customer knowledge while simplifying the work of its employees...Read more about Efficy CRM

3.99 (87 reviews)

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Isoratec CRM is a HIPAA-compliant customer relationship management (CRM) solution suitable for various types of home care facilities such as hospice, managed care programs and infusion therapy centers. Key features include contact...Read more about Isoratec

5.00 (1 reviews)


Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamli...Read more about Thryv

4.24 (441 reviews)

67 recommendations

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Enquire CRM

Enquire CRM is a cloud-based customer relationship management solution that helps businesses in the healthcare industry capture leads, manage referrals and streamline sales operations. It comes with a centralized dashboard, which ...Read more about Enquire CRM

4.40 (5 reviews)

Influx MD

Influx MD sales and marketing software bring twenty years of healthcare marketing experience to medical practices of all sizes in a powerful and affordable HIPAA compliant application. Designed for clinicians, Influx simplifi...Read more about Influx MD

4.44 (16 reviews)

CentraHub CRM

Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketing processes. It can be hosted on the cloud or installed on-premise. With live dashboards, custom reporting, and a...Read more about CentraHub CRM

4.05 (21 reviews)

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Onpipeline is a cloud-based CRM solution which helps manage sales, contacts and activities. You can get leads from third-parties, web forms and an API connection which helps you track deals without spending hours filling out forms...Read more about Onpipeline

4.50 (2 reviews)


MDprospects is a cloud-based lead management solution that enables medical facilities of all sizes to streamline processes related to appointment scheduling, email marketing, interaction tracking and more. Professionals can utiliz...Read more about MDprospects

4.60 (5 reviews)

Buyers Guide

Last Updated: November 24, 2022

Here's what we'll cover:

What Is Healthcare CRM Software?
Common Features of Healthcare CRM Software
Evaluating Healthcare CRM Software

What Is Healthcare CRM Software?


Healthcare customer relationship management (CRM) software helps professionals in hospitals and private practices attract new patients and improve communication with existing patients. This is especially important given that patients are more involved in their own healthcare, particularly when it comes to selecting providers. As a result, a growing number of medical professionals are turning to CRM software as a means to improve care and patient satisfaction.

Customer management screenshot in TeamSupport

Customer management screenshot in TeamSupport

Healthcare CRM—or medical CRM—software also makes it easier for physicians to better manage referral communications between physicians, specialists, departments and facilities. By streamlining referral communications, physicians can support patients in receiving uninterrupted, optimal care.

Common Features of Healthcare CRM Software

CRM software for the medical field is focused primarily on automating marketing and customer service processes. Look for the following features when evaluating healthcare CRM software.

Patient information management Automated information management improves the patient experience by eliminating the need for them to fill out forms each time. Patient information, such as address and insurance provider, can be easily updated in the system. This makes it possible to speed up patient service and ease administrative workload.
Patient segmentation Many healthcare CRM systems will allow users to segment patients for creating targeted marketing campaigns. Patients can be segmented based on factors such as demographics, psychographics and high-risk health issues. This allows physicians to precisely target groups of patients that are likely to require a specific healthcare service or procedure.
Event triggering This application sends automated messages based on pre-determined rules. For example, you could set up the system to send out appointment reminders, birthday screening reminders and educational event alerts. This level of automated messaging frees up your administrative staff to better serve your patients in office.
Referrals management With this tool, physicians can coordinate the delivery of care to patients across specialties, departments and locations. It also makes it easier to manage and track relationships with other physicians that refer business. This application features tools for monitoring referral activities, trends, case and payor mixes, as well as the overall impact of your referral and outbound communication activities.
Direct mail campaigns Healthcare CRM is a powerful tool for sending direct mail messages to patients and physicians alike. These mail campaigns can be tailored to your practice or specialty needs. Typical direct mail campaigns include standard service communications, screening reminders, new movers programs, referral communications and nurse recruitment mailers.
Recruiting management This application makes it easier for hospitals and specialty practices to manage recruiting communications and analysis. Users can create outreach campaigns to attract physicians and nurses, with response tracking and automated follow-up. Analysis tools make it possible to look at response data and trends in order to refine your recruitment approach and generate more interest.
Back-office system integration The goal with healthcare CRM is to improve care across the entire patient lifecycle. To accomplish this, your CRM system must integrate with important back-office systems including medical billing and any existing enterprise software system. This reduces duplicate record keeping, ensures consistency across patient records and allows for timely filing of claims and invoices.
Regulatory compliance The handling of patient records and information is extremely sensitive and, when done incorrectly, can result in costly fines. It is important that your healthcare CRM system has built-in compliance modules that allow your practice to carry out service and marketing activities without violating the Health Insurance Portability and Accountability Act (HIPPA).

Evaluating Healthcare CRM Software

There are dozens of options when it comes to selecting a healthcare CRM software product, and you will want to assess your needs alongside the features of the systems you are evaluating. A single-physician, specialty practice will have different needs than a larger hospital facility.

Consider the following questions when evaluating medical CRM software:

  • Does the software integrate easily with back-office systems including accounting and medical billing?
  • Can the software support the scale and size of your practice (i.e., number of physicians, patients, accounts etc.)?
  • Does the vendor offer customized features and capabilities to meet the needs of your specialty?