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Best Healthcare CRM Software Shortlist 

After a thorough look at all the platforms available, these are the top healthcare CRMs that made the final cut. Take a deep dive into what they have to offer in the summaries below.

  1. Salesforce Health Cloud - Best for lowering operational costs and driving efficiency
  2. Leadsquared - Best for marketing automation to engage with patients
  3. Keap - Best for health insurance services
  4. Veeva CRM - Best for animal health and veterinary organizations
  5. Mercury Healthcare CRM - Best for integrating with all your essential data sources
  6. Insightly Health & Wellness CRM - Best for delivering patient-centric experiences
  7. HC1 Healthcare CRM - Best for optimizing lab operations for growth and customer retention
  8. Sequence Health - Best for providing solutions to specific healthcare operations
  9. Kapture CRM - Best for auto-assigning doctor’s appointments
  10. Microsoft Dynamics 365 Healthcare - Best for predicting risk to improve patient outcomes
  11. Creatio CRM - Best for no-code platform for workflow automation
  12. Pega Healthcare CRM - Best for automation to reduce errors

Whether COVID was responsible for the rapid digitization of your healthcare system or you were already on the path toward building a robust tech stack, there have been a number of healthcare organizations moving forward with the adoption and implementation of CRM software to enhance and improve their patient and customer experiences.

As more organizations shift CRM best practices to a patient-centric model, they still need to ensure compliance and data security in accordance with HIPAA. Unfortunately, not all CRM solutions available are HIPAA compliant, so finding the right platform to host your data can be a more difficult process than you anticipated. 

Luckily, I’ve put together a selection of HIPAA-compliant CRM software options that can streamline your workflows by integrating every aspect of your organization into one central hub, including the management of patient data, various business operations, on-time billing, patient referrals, and follow-up procedures.

What Is Healthcare CRM Software?

Customer relationship management for healthcare is unique from other industries because it targets the needs of hospitals, clinics, and private practices. While these facilities still need to attract new patients and enhance their communication with existing patients, they must do so with more oversight to ensure the security of patient information.

Healthcare CRMs also stand out because people have a sense of responsibility to be involved in their own healthcare, especially when choosing providers, so they pay more attention to their customer service experience with administrators, receptionists, and other departments within their chosen hospital. A healthcare CRM platform must address the added scrutiny from patients and the higher level of attention required to meet their needs.

Overviews of the 12 Best Healthcare CRM Software

Take a look at each software below to get a summary of what you can expect from the platform, some details about its standout features, and an overview of the pricing and trial offers. You’ll also see highlights of their integrations, as well as a few pros and cons to help you make a more informed decision.

1. Salesforce Health Cloud - Best for lowering operational costs and driving efficiency

salesforce health cloud healthcare crm software screenshot
Health Cloud provides revenue forecasting tools to improve sales predictability.

This management software for healthcare providers is a cloud-based CRM and patient management solution that focuses on collaboration between providers, patients, and payors. Built on the Salesforce CRM platform, it meets the needs of the healthcare industry by allowing care coordinators, home nurses, and family members to securely engage with care teams.

Why I picked Health Cloud: One feature that caught my eye from this platform is the Health Cloud Timeline. Using this tool, providers can gain a 360-degree view of all clinical and non-clinical interactions with patients, families, and members. These interactions may include prescriptions, encounters, barriers to care, and care plan tasks tracking.

Health Cloud Standout Features and Integrations

Standout features include out-of-the-box, customizable data models for clinical and insurance decision-making and virtual care support to allow doctors to triage and diagnose patients digitally.

Integrations include Cadalys CareIQ, CancerNav, CareIQ for Salesforce, CharmHealth, Elixir CRM, HealtheCRM by Cerner, Optum Care Coordination, ProviderMatch, and SightCall Virtual Support.

Pricing: From $250/user/month

Trial: 30-day free trial available

  • Centralizes every internal healthcare process
  • Has solutions for healthcare and life sciences
  • Provides templates for most EHR, accounts, and medication needs
  • Too expensive for smaller organizations
  • Functionality issue with automated call recording tool

2. Leadsquared - Best for marketing automation to engage with patients

leadsquared healthcare crm software screenshot
Leadsquared offers marketing tools that automate lead management and outreach.

Leadsquared is an all-in-one healthcare CRM tool that’s designed to deliver workflow automation, personalized engagement, patient acquisition, segmented marketing, and journey tracking — all 100% HIPAA compliant. 

Why I picked Leadsquared: What made me add this platform to my list was the way Leadsquared approached their marketing automation. With real-time patient analytics and omnichannel communication support, they focus on increasing patient retention rates through personalized outreach.

Leadsquared Standout Features and Integrations

Standout features include conversion tracking for marketing campaigns, automated patient journeys with event triggers, and patient intake automation with self-serve portals.

Integrations include Acuity Scheduling, Freshdesk, Gmail, Google Analytics 360, LiveChat, Microsoft Outlook, Salesforce Sales Cloud, Shopify, WordPress, and Zapier.

Pricing: From $400/month for 10,000 contacts

Trial: Free demo available

  • Mobile app for onsite caregiving
  • Has a low barrier for entry
  • Granular segmentation capabilities
  • Navigation is a little clunky
  • Can be too expensive for SMBs

3. Keap - Best for health insurance services

keap healthcare crm software screenshot
Keap provides automated segmentation of patient groups and triggers personalized follow-ups.

Designed to help smaller organizations grow, Keap has specialized plans for healthcare and insurance needs that deliver all the features of a CRM, marketing, and sales automation software in one platform. Customer onboarding, birthday alerts, and renewal notifications all assist in helping you provide a better patient experience.

Why I picked Keap: The feature that caught my eye here was the policy renewal alerts. Patients often aren’t aware that they need to manually review and renew their policies — especially if they’ve experienced major life changes. This tool lets account managers and patients know of upcoming changes and ensures everyone is in the loop.

Keap Standout Features and Integrations

Standout features include open enrollment reminders for patients and automated email and SMS messaging for follow-ups and other events.

Integrations include Dropbox Business, Gmail, Google Drive, Mailchimp, Rippling, Salesforce Sales Cloud, Slack, Trello, WordPress, and Zoom Meetings.

Pricing: From $199/month

Trial: 14-day free trial available

  • User-friendly interface and navigation
  • Great customer support services
  • Targeted for smaller organizations
  • Has a bit of a learning curve
  • Limited customization for templates

4. Veeva CRM - Best for animal health and veterinary organizations

veeva healthcare crm software screenshot
Veeva has a simple dashboard that automatically syncs with other apps and updates alerts and tasks.

This medical CRM for healthcare professionals provides enterprise support for biotech, consumer health, pharmaceutical, and animal health organizations. The Veeva medical CRM delivers key tools for field teams, medical insights, stakeholder planning, and customer engagement. It’s also accessible via desktop or browser for full offline and online functionality.

Why I picked Veeva: This platform caught my eye because it specifically mentions a CRM for animal healthcare. With the ability to track patient records based on an animal’s information or their owner, you can keep better medical records for animal patients.

Veeva Standout Features and Integrations

Standout features include a visual configuration layer that allows you to implement new processes without coding and integrated reporting and dashboards to optimize next steps and action items.

Integrations include Adobe Acrobat Sign, BEE Pro, Board, Guidebook, Knak, Mobile Locker, ON24, Pipefy, Salesforce Sales Cloud, Sisense, and Workato.

Pricing: Pricing available upon request

Trial: No free trial or demo

  • Cutting-edge features available on all devices
  • Quick implementation and onboarding
  • Easy to learn and use
  • Offline version isn’t well maintained for iOS
  • Onboarding requires customer support assistance

5. Mercury Healthcare CRM - Best for integrating with all your essential data sources

mercury healthcare crm healthcare crm software screenshot
Mercury Healthcare CRM has visualized analytics to simplify your understanding of essential data.

This healthcare CRM software solution is made to leverage the strengths of LinkedIn, Microsoft Power Platform, and other applications to grow your organization. It hosts your data in one place, regularly syncing with other apps to ensure your information is always up-to-date.

Why I picked Mercury Healthcare CRM: What makes this tool so valuable is how it integrates with hundreds of EMR feeds to ensure you have the data you need to make better decisions. In addition to behavioral data about patients through CRM functionality, you’ll also get clinical data, provider data, revenue cycle data, and operational data.

Mercury Healthcare CRM Standout Features and Integrations

Standout features include 360-degree profiles to help contact center agents gain a holistic view of patients and predictive models that help you create targeted marketing campaigns.

Integrations include HubSpot, LinkedIn Sales Navigator, Marketo, Microsoft Bookings, Microsoft Excel, Microsoft Power Platform, Oracle Eloqua, Salesforce, and Zoho CRM.

Pricing: Pricing is available upon request

Trial: Free demo available

  • Customized plans to fit specific needs
  • Highly transparent to show ROI
  • Great customer support
  • Requires some training to learn
  • Impossible to learn how to use all features

6. Insightly Health & Wellness CRM - Best for delivering patient-centric experiences

insightly health and wellness crm healthcare crm software screenshot
Insightly Health & Wellness CRM can track patient interactions in a single view.

Designed for medical practices that really need to refocus on their patient relationship management, Insightly Health & Wellness CRM is designed to build patient relationships while accelerating growth and tracking key metrics. It helps you bring patients to the forefront with flexible record linking to ensure a better understanding of complex organizational relationships.

Why I picked Insightly Health & Wellness CRM: One thing that stands out to me about this patient engagement platform is its focus on quick time to value. Insightly has been designed to be easy to adopt, very flexible, and easily integratable so your organization can implement it right away.

Insightly Standout Features and Integrations

Standout features include ticketing application with a convenient patient portal and metrics tracking with data visualizations that are easy to understand.

Integrations include ADP Workforce Now, Asana, BambooHR, Calendly, DocuSign, Drift, Gong, Jira, Magento, Microsoft Power BI, NetSuite, and Okta. Insightly offers integrations with over 2,000 applications, including popular healthcare software.

Pricing: From $29/user/month

Trial: Free trial available

  • Very user-friendly interface
  • Quick implementation and onboarding
  • Simple to learn most features 
  • Limited customization options
  • No native feature for form building 

7. HC1 Healthcare CRM - Best for optimizing lab operations for growth and customer retention

hc1 healthcare crm healthcare crm software screenshot
HC1 dashboards are easy to read with visualized data and key metrics on display.

This laboratory management system for medical professionals strives to empower your lab staff to collaborate more efficiently, uncover meaningful insights, and improve customer relationships through a fully configurable software that prioritizes data integrations. HC1 is a lab-specific solution that’s HIPAA-compliant and HITRUST-certified.

Why I picked HC1: The reason this platform is on my list of best CRM software solutions is because it provides a single-page view with real-time data that shows how customers interact with your lab. You can see every essential metric to analyze volume trends by account to discover which providers need extra attention and what tests are trending up.

HC1 Healthcare CRM Standout Features and Integrations

Standout features include intuitive dashboards that identify key trends and areas for improvement and automated alerts for specific teams and users that instigate immediate action.

Integrations include Amazon Web Services, Beckman Coulter, CliniSys, and Quest Diagnostics. It also integrates with other EMR Platforms, Lab Information Systems, and Healthcare Billing Software. 

Pricing: Pricing is available upon request

Trial: Free demo available

  • Web-based system for easier accessibility
  • iOS app for working remotely
  • Great customer support team
  • Relatively new company with limited experience
  • No free trial

8. Sequence Health - Best for providing solutions to specific healthcare operations

sequence health healthcare crm software screenshot
Sequence Health provides full functionality for all devices, including tablets and phones.

This healthcare CRM provides patient engagement solutions to ensure targeted, patient-centered care with features that support specific healthcare needs with unique solutions for telehealth, bariatrics, primary care, general surgery, women’s health, cardiology, oncology, FDA trials, medical devices, organ transplants, vision care, behavioral health, and neurology.

Why I picked Sequence Health: One of the tools that ensured this platform made my list was the HIPAA-compliant telehealth audio and video functionality that your patients can access with a single click. New and current patients can request a telehealth appointment at any time, which triggers automated scheduling for both patients and administrative staff.

Sequence Health Standout Features and Integrations

Standout features include integrations with your EMR and with your website, as well as patient tracking software with real-time HIPAA-compliant data exchanges.

Integrations are not listed at this time.

Pricing: Pricing is available upon request

Trial: Free trial available

  • Targeted solutions for various healthcare needs
  • Online training and support
  • Focus on patient data security
  • High pricing compared to competitors
  • No free trail

9. Kapture CRM - Best for auto-assigning doctor’s appointments

kapture crm healthcare crm software screenshot
Kapture CRM can automatically check doctor availability and schedule appointments.

Designed to provide robust care across a variety of platforms without exposing patient data, Kapture CRM can support both patients and doctors with centralized access to all activities — from making appointments to reports on prescription usage and treatment history.

Why I picked Kapture CRM: One unique feature from this platform is the appointment auto-assignment for doctors. Instead of letting appointment requests clutter the inboxes of admins and assistants, Kapture CRM does the work for you, reading each request and assigning it to the right doctor.

Kapture CRM Standout Features and Integrations

Standout features include mobile notifications for both doctors and patients, cloud-based data storage for patient history, and a multi-channel feedback system to assess patient needs.

Integrations include Freshbooks, Google Analytics, Google Calendar, Grow, Meta for Business, Plivo, SAP Customer Experience, Shopify, Twilio, and WordPress.

Pricing: From $19/user/month

Trial: Free demo available

  • Very user-friendly interface
  • Simple navigation and dashboard
  • Outstanding customer service team
  • Loading time can be slow
  • Tool is not iOS friendly

10. Microsoft Dynamics 365 Healthcare - Best for predicting risk to improve patient outcomes

microsoft dynamics 365 healthcare healthcare crm software screenshot
Microsoft Dynamics 365 Healthcare offers tailored views of patient needs.

As a healthcare CRM that prioritizes enhanced healthcare experiences across the entire patient journey, Microsoft Dynamics 365 Healthcare focuses on connecting people, processes, and data to ensure more unified patient profiles and better care coordination. They offer solutions for payors, providers, and life sciences.

Why I picked Microsoft Dynamics 365 Healthcare: This platform stands out because it strives to integrate pre-visit, post-visit, and care plan information for providers to improve clinical experiences and operational insights through data analytics. It does the same for payors through member engagement, case and care management, and member recruitment.

Microsoft Dynamics 365 Healthcare Standout Features and Integrations

Standout features include nurture-based marketing campaigns for new patient acquisition and AI-enabled scheduling to provide at-home medical care that reduces the burden on facilities.

Integrations include Adobe Acrobat Sign, ADP Workforce Now, DocuSign, Emburse Certify Expense, LinkedIn for Business, Microsoft Teams, PandaDoc, Salesforce Sales Cloud, signNow, and Zoho Expense.

Pricing: From $80/user/month

Trial: 30-day free trial available

  • Provides access to entire Microsoft suite
  • Constant innovation resulting in new features
  • Accessible customer support team
  • Expensive for smaller organizations
  • Overwhelming amount of features and tools

11. Creatio CRM - Best no-code platform for workflow automation

creatio crm healthcare crm software screenshot
Creatio CRM helps you design custom workflow automations without any coding required.

This platform is a general CRM that offers a targeted solution for pharma needs through no-code workflow automations that can enhance marketing, product development, and sales operations. Creatio CRM can make R&D projects more transparent, streamline approvals, and enhance employee lifecycle management.

Why I picked Creatio CRM: One reason this tool made my list was because it offers a safety information management feature to provide health authorities with the reports and documents they need in a timely manner. You get a single solution with the latest feedback across all products and geographies to ensure you’re putting compliance first.

Creatio CRM Standout Features and Integrations

Standout features include segmentation that ensures you reach the right HCPs and HCOs and mobile activity management for fieldwork.

Integrations include ComplyTrack, DocFlow, eWizard, Keen 360 Life Sciences, Microsoft Power BI, miCPQ Insurance, NormaDocs, PandaDoc, RiskMaster, and Upsale.

Pricing: From $25/user/month

Trial: Free trial available

  • Multilingual platform capabilities
  • Highly customizable platform
  • Plans priced for every business size
  • Cloud customers don't get performance monitoring
  • Each add-on drives up the price

12. Pega Healthcare CRM - Best for automation to reduce errors

pega healthcare crm healthcare crm software screenshot
Pega Healthcare CRM allows you to build and customize processes for every case type.

The Pegasystems healthcare solution for customer relationship management strives to integrate and coordinate with all people, systems, and data involved in the healthcare management process. This platform prioritizes task automation, including routing, queuing, escalation, and prioritization to reduce manual error and streamline workflows.

Why I picked Pega Healthcare CRM: The reason this tool made it onto my list is due to its healthcare automation management from the Build for Change platform. This framework is pre-built specifically for healthcare needs with healthcare-specific workflows, data models, and user interfaces.

Pega Healthcare CRM Standout Features and Integrations

Standout features include automations for Medicare and Medicaid program administration, as well as appeals and grievance processing.

Integrations include Abbyy, Avaya, Box, Cisco, DocuSign, Microsoft Outlook, qTest, React, Salesforce Sales Cloud, and Squirro.

Pricing: Pricing is available upon request

Trial: 30-day free trial available

  • Training academy for onboarding support
  • Low-code platform with more customization
  • Tons of integration options
  • Places a heavy focus on BPM instead of CRM
  • Steep costs for small businesses

Other Options

My list just wouldn’t be complete without mentioning a few other standout healthcare CRM systems. Explore these management tools to see if one of these is the right fit for your patient care services.

  1. PlanPlus - Best for patient planning needs with a focus on appointment scheduling and calendar integrations
  2. Pipedrive - Best for tracking medical history to ensure continuity of care that establishes patient trust
  3. Zendesk - Best for improving your bottom line by addressing the needs of patients, vendors, payors, and providers
  4. Freshsales - Best comprehensive sales platform with omni-channel communication options and secure data storage
  5. NetSuite - Best for an adaptive platform that provides you with customization tools to keep up with the evolving healthcare landscape
  6. VerioMed - Best for laboratory solutions that address supply chain and inventory management needs
  7. Influence Health - Best for non-SQL search architecture that helps you better search patient records for unique demographics
  8. Kareo CRM - Best for boosting insurance reimbursements with a claim guide that improves insurance approval rates

Selection Criteria For Healthcare CRM Software 

Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best healthcare CRM software for this article:

Core Functionality

The core functionality of a healthcare CRM must focus on processes specific to clinics, hospitals, and other healthcare related facilities — like laboratories. Some of the most important functionalities of a healthcare CRM include:

  • Flexibility to customize the CRM for your workflow
  • Efficient collaboration with healthcare staff
  • The ability to deliver personal and equitable care
  • Improve productivity and efficiency
  • Improve transparency, accountability, and visibility
  • Simplify processes for employees and patients

Key Features

Some of the features you’ll see in the software options I’ve listed above prioritize the functionalities of a powerful healthcare CRM solution, including:

  • Information management: Many systems automate information management to minimize paperwork for both patients and administrative staff. The system digitizes all patient data so they don’t have to fill out new forms, and it quickly updates addresses, name changes, and insurance provider changes to reduce admin workload.
  • Patient segmentation: Your CRM platform should allow users to divide patients into unique groups, like demographics, health concerns, and psychographics, to create targeted outreach campaigns that target patients based on their specific healthcare needs.
  • Referral management: This tool allows physicians to coordinate care across various locations, departments, and specialties so they can more easily track and manage a patient’s needs. You can monitor referral trends and activities, and communicate with other physicians.
  • Event triggers: When implementing your CRM, you’ll need to create a set of pre-determined rules that trigger automated messages for future events, including appointment reminders, screening reminders, and alerts about educational services.
  • Back office management: As you strive to manage the entire patient lifecycle, it’s important to integrate with back-office systems that handle medical billing, staff scheduling, and record-keeping to ensure consistency across all channels for timely claims, invoices, and follow-ups.
  • Regulatory compliance: Handling patient records can be extremely sensitive and incorrect handling may result in fines. Your CRM must have built-in security that ensures data protection according to HIPPA.
  • Patient contact management: The ability to send out notifications and alerts according to event triggers based on patient preferences means having omni-channel capabilities that can handle email, text, and phone calls.


With all of these tools, implementing a new software can be overwhelming for your team. To mitigate confusion and reduce learning time, I prioritized tools that made usability a focus of their platform. You’ll see that many options on my list have user-friendly visualizations, intuitive navigation, and helpful training modules.

Software Integrations

I’ve briefly mentioned other tools in your digital tech stack that require integration for smoother operations. Your healthcare CRM should be able to share information, regularly syncing with other apps to ensure accuracy across your entire organization. Look for the integrations list in each summary to see how these healthcare CRMs integrate with other platforms.


Pricing for healthcare CRMs will vary depending on the features you need, the size of your organization, and the number of patients you service. You’ll find that CRMs for small businesses are subscription-based and can cost anywhere from $25/user/month to $100/user/month. 

Services designed for enterprise organizations usually start at $325/user/month and have add-ons that can increase the price to over $1500/month.

People Also Ask

If you need a little more information about healthcare CRM options, take a look at these frequently asked questions for additional details.

Other CRM Software

There’s an ideal CRM for every industry and every type of business. If you’re looking for additional solutions for a different niche, explore the options below: 

What Next?

With so much information about your various CRM options, it’s time to figure out your next step. I would recommend signing up for demos and trials to get a better look at how each platform handles data management, patient satisfaction, workflow automation, and practice management.

And if you’re looking for more insights into your specific niche, sign up for the RevOps newsletter to get advice from the experts directly to your inbox.

By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.