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Why do I need a CRM?

10 Best Healthcare CRM Software

Corporate solutions for client management

Customer Relationship Management (CRM) is a software system designed to help businesses manage their interactions and customer relationships. Typically it involves a few tasks, such as organizing customer data, tracking customer interactions, and automating certain sales and marketing processes. CRM aims to give businesses a comprehensive view of their customers to understand their needs and preferences better and ultimately enhance their overall customer experience. 

Healthcare CRM software is becoming increasingly popular as the healthcare industry looks for ways to optimize patient experience and improve customer service. With the help of healthcare CRM, healthcare providers can easily explore managing customer relationships and automating processes. This article will examine some of the best healthcare CRM software available in the market. We will discuss their features, use cases, and benefits so that they will aid you in choosing the right one for your organization. We will also look at how these CRM solutions can help you streamline your operations and improve customer satisfaction. 

The top 10 CRM Software for healthcare workers and the best three available in the market:

  1. Best Overall: CostaRicaCRM 
  2. Best for Basic CRM: Salesforce Health Cloud
  3. Best for email automation CRM for Healthcare: PatientPop 

Most importantly, the best healthcare CRM software should be easy to use, provide comprehensive reporting capabilities, and integrate with other systems. It should also have features that allow healthcare providers to segment their patient base and tailor their communication accordingly. Additionally, it should provide insights into customer behavior so that providers better understand their patient’s needs and preferences.

  1. CostaRicaCRM

Costa Rica CRM is the perfect solution for healthcare organizations looking to manage their customer relationships. This powerful software lets you easily track patient information, create customized reports, and monitor customer interactions. With its intuitive user interface and comprehensive features, Costa Rica CRM makes it easy for healthcare professionals to keep up with their patients’ needs. It also helps them better understand their customer’s preferences and anticipate their needs to provide a more personalized experience. The software is designed to help healthcare organizations streamline operations and improve customer satisfaction by providing insights into customer behavior and trends.

Vtiger CRM is a versatile CRM used in various industries, including healthcare. It has features specific to healthcare, such as patient management, appointment scheduling, and medical billing. An important feature of CRM to be considered is if it is in compliance with HIPAA. Costa Rica CRM is in compliance with HIPAA, and it enforces those rules diligently. It is also advisable to consult a legal expert before choosing a Healthcare CRM. 

Here are some of the features:

  • Project Management
  • Workflow Automation
  • Appointment scheduling
  • Opportunity Management
  • Case Management
  • Collaboration
  • Tasks and Activities
  • Reporting and Insights
  • Third-party Integrations
  • HIPAA Compliant 


CostaRica CRM offers various packages at different price points. You may contact for more information about their services.

The best part about the pricing is that you only pay for how much you need. 

A cloud-based solution, hence, will not require any maintenance or installation. Affordable and suited for small and medium-sized enterprises. Features range from sales and marketing to project and inventory management. Simple and non-elusive UI.Limited integration option with other tools, such as social media and e-commerce platforms.It can be challenging for document customization.
  1. Salesforce Health Cloud

It is a customer-first platform that helps healthcare organizations connect and engage with their customers across every touchpoint. Whether it’s attracting new patients, delivering better care coordination, streamlining administrative processes, or innovating new solutions, Salesforce Healthcare Cloud can help you achieve your goals.

Salesforce Healthcare Cloud is built on the number one CRM platform that powers more than 150,000 businesses around the globe. It leverages artificial intelligence (AI), cloud computing, mobile technology, social media, and analytics to provide a 360-degree view of every customer. Salesforce Healthcare Cloud is trusted by leading healthcare organizations around the world, such as AstraZeneca, Medtronic, Humana, and more.

Essential features include- 

  • Grow healthy relationships with your customers by understanding their preferences, needs, and social determinants of health.
  • Deliver personalized and proactive care by collaborating with your teams and partners in real time from anywhere.
  • Automate health business operations by simplifying workflows and reducing manual tasks.
  • Improve outcomes and lower costs by using data-driven insights and best practices.

Rating: 3.8/5 (G2 Rating)


There are two plans, Enterprise and Unlimited, which are generally available, and there are industry-specific plans which cost about $225 and $375.

Provides a 360-degree view of every customer, including their clinical data, insurance data, and social determinants of health.Simplifies how patients access care by offering digital channels.Automates health business operations by streamlining workflows.Helps healthcare organizations comply with regulations such as HIPAA.Expensive compared to other CRM software.Complicated to set up and use.Time-consuming to maintain.
  1. PatientPop 

If you are looking for a way to attract more patients, improve your online reputation, and simplify your workflow, you might want to consider PatientPop CRM. This platform is designed specifically for healthcare providers who want to grow their practice and deliver a better patient experience.  It is not strictly a CRM but integrates with most EHR(Electronic Health Record), EMR(Electronic Medical Record), and practice management platforms. 

PatientPop helps you in advance in three key areas: Web Presence, where it creates a webpage that is information heavy and ranks higher in search engine results, making it easier for you to launch marketing campaigns. Patient engagement helps you create customer loyalty and trust with existing patients. PatientPop CRM also simplifies appointment scheduling. The third key area which will boost your healthcare service is Practice Management which integrates seamlessly with your existing EHR/EMR/practice management system. It also provides you with performance reports and analytics that show you how your practice is doing regarding new patients, revenue growth, patient retention rate, etc.

Features to look out for-

  • Web presence 
  • Patient Engagement 
  • Practice Management 

Ratings: 4.1/5 (G2 Rating)


PatientPop pricing(not quoted) starts from $700 per month for the Foundation plan, which includes things like website design and hosting and SEO optimization. The Plus plan costs $850 monthly and adds features like online advertising, social media management, and patient surveys. The Plus plan costs $850 monthly and adds online advertising, social media management, and patient surveys. 

Integration with other practice management systems. Provides an SEO-friendly website.User-friendlyQuite pricey. Difficult to customize. Reported unhappy customer service. 
  1. Zendesk for Healthcare

Zendesk is a platform many health organizations use for a good reason: it provides various facilities. As a customer support platform, you can manage patient inquiries and support tickets in one place. It also helps you to find and track their status.

They work seamlessly across specialized care teams and payer networks, providing patients with a better experience. They have proactive solid support and reminders, ensuring you are always one step ahead of their needs. It is a HIPAA-compliant CRM with role-based permissions enabled and robust documentation, and your organization will meet all applicable privacy and data protection laws. 

Features of Zendesk include-

  • Ticket management.
  • Automation.
  • Self-service portal.
  • Omnichannel support.
  • Integrated voice software.
  • Analytics and reporting.
  • Integrations.
  • Centralised.

Ratings: 4.2/5 (G2 Rating)


Zendesk is quite affordable with its pricing model in place. It offers from $19 to $150 for the Enterprise Version. To take advantage of its pricing model, please visit its site to find out what suits you. 

Very customizable. Smart offline mode. Chat transcripts availablePoor customer support
  1. Onpipeline Healthcare CRM

CRM system focuses on the patient acquisition by applying concepts of managing contacts, deals, and activities, workflow automation, and accessing the entire sales process from anywhere.

Onpipeline’s healthcare CRM software is a decent overall CRM tool, and it is used as a healthcare CRM system. Its main strength is in sales and marketing, meaning it’s great for outreach as well as patient acquisition. There are marketing automation tools that help you gain new patients, which can be quite useful for a private clinic.  

Its key features include-

  • Receive new leads by integrating external systems.
  • Create unlimited Web Forms to collect new Leads.
  • Use your company logo, colors and styling options to match your branding.
  • Centralised storage of customer information.
  • Customisable database fields applicable to your business.
  • Streamlined sales processes.
  • Activity management.

Rating: 4.5/5 (Capterra Rating)


It has three different pricing levels, which can help you determine which fits your budget. It retails for $12 to $49 per user a month. 

Offers free trial. Main strength in sales and marketing. Affordable for smaller clinics. Better in personalizing relationships rather than growing. Not readily available on search results. Limited in role improvement. May not be a HIPAA-compliant CRM. 
  1. Leadsquared Healthcare CRM

LeadSquared Healthcare CRM is a platform that provides end-to-end patient relationship management to improve patient experience and patient acquisition and retention ratios. It helps healthcare organizations increase patient intake, engagement, and retention.

LeadSquared Healthcare CRM includes several valuable benefits and key features, including-

  • Intelligent lead prioritization and reduced lead leakage.
  • Sales and marketing analytics.
  • Automation.
  • Straightforward landing page creation.
  • Easy integration with multiple other business tools.

Rating: 4.6/5 (G2 Rating)


Its pricing model is dependent on the modes, which are LITE, PRO, and SUPER. These three models retail for $25, $50, and $100. 

HIPAA-Compliant CRM.Zero Lead Leakage.Increased Patient Engagement.Eliminate Manual TasksSelf-Serve Portal.Reporting and Analytics.No free trial.No mobile app.No social media integration.
  1. IMS by Meditab

Meditab Healthcare Software Solutions is a company that provides Electronic Health Record (EHR) software solutions to healthcare providers. IMS(Intelligent Medical Software) is one of their software solutions that integrates every aspect of practice into one comprehensive ecosystem. It is designed to help practices succeed with innovative technology and one-of-a-kind flexibility.

IMS also has a mini blog section on their website which provides all the latest trends and advancements made in this space, allowing their users and casual internet surfers to keep up and improve their practices. The latest update on IMS is Build 29, which has enhancements for improved workflow automation. Some of the features of IMS include EHR, Practice Management, Revenue Cycle Management, and Patient Portal. 

Important features to keep in mind- 

  • Electronic Health Record (EHR).
  • Practice Management.
  • Revenue Cycle Management.
  • Patient Portal.

Rating: 3.8/5 ( Rating)


The pricing for Meditab is not disclosed publicly, and you have to contact the company directly to get a quote. 

HIPAA-compliant CRM.Referral management. Pre-installed forms and templates. Clinical flow diagram. Laggy for huge files.Often does not transfer to the right billing. Often does not translate to the right billing plan. Repulsive UI. 
  1. OperaDDS

OperaDDS is a dental communication software that provides an all-in-one HIPAA-compliant intra-office communication. It is a case collaboration software designed specifically for dental practices. OperaDDS offers a useful and efficient way to go digital with forms, staff communication, secure emails, and texts. It’s economical and saves you time and headaches while delivering exceptional returns on your investment.

It helps businesses go paperless and simplify the process of applying for newer patients. It allows itself to integrate with all the practice management software. 

Here are some of the features of OperaDDS-

  • Appointment Management
  • Audience Targeting
  • Calendar Management
  • Campaign Management
  • Charting
  • Chat/Messaging
  • Client Management
  • Common features of Appointment Reminder software
  • API
  • Appointment Scheduling
  • Automated Responses

Rating: 4.5/5 (G2Rating)


The pricing for OperaDDS starts at $99 per month. You may call them at 1-866-230-2412 for multi-location pricing.

HIPAA-compliant digital forms. Offers ease of use for practice, patients, and security.Reduces paper waste.Reduces time wasted in the office with patients filling our new patient paperwork constantly.Helps you fill your schedule with recall reminders.Builds trust with direct 2-way texting/Email Campaigns.The form builder has a learning curve, and it can be time-consuming to learn and build your custom forms.Difficult for newer dental offices. Only accepts documents that are HIPAA mandated.
  1. Mercury Healthcare

Mercury Healthcare strives to improve the healthcare industry by leveraging technology and data analytics. They are actively engaged in discovering and overcoming the challenges of an ever-changing healthcare system to help healthcare organizations interact with consumers and strengthen provider relationships for accelerated growth.

 Mercury Healthcare CRM transcends the subjective and non-essential with data-driven information and actionable insights to enhance patient engagement.

Like many of the other competitors, they provide a blog section on their website where they share industry news and insights.

Its key features include- 

  • Uses proprietary data science to curate and enrich data.
  • Creating 360° views of patients.
  • Provides a flexible, scalable, cloud-first big data architecture.
  • Seamless data acceptance for enrichment.

Rating: 4.9/5 (Capterra Rating)


They provide a personalized pricing model. You can head over to their website to chat with their agent and receive a quote. 

Use data science techniques to curate and enrich data from multiple disconnected sources. Allows confident business decisions and hype-targeted engagement.Provides a flexible, scalable, cloud-first big data architecture that uses best-of-breed technologies to assure high performance and consistent value across any client technology environment.Have completely dumbed down their platform and strategy to compete. The company focuses more on marketing rather than providing a good product. Too many internal reorganizations have led to a lesser version of the product.
  1. PlayMakerHealth 

PlayMaker Health is a post-acute data analytics and business intelligence company that accelerates market, sales, and growth. They provide post-acute software that transforms data into actionable sales insights and market intelligence. With over 2,300 home health, hospice, HME, infusion, and long-term care agencies and organizations in the US relying on them for CRM and EMR referral management systems, they are the ultimate post-acute solution. 

Hallmark features- 

  • Post-acute software for home health and hospice
  • 35+ EMR Integrations
  • Mobile-first CRM compatible with most current medical parts
  • Most current market intelligence available

Rating: 3.5/5 (G2 Rating)


Pricing for AI writing services varies, so if you’re interested in finding out more information, it’s best to visit their website to get the most up-to-date details.

Allows multiple integrations.Boosts referrals sales. Extensive support. At the same price points, competitors provide a better service. 

What is a healthcare CRM? 

Healthcare CRM is a system tailored for the healthcare industry to assist professionals in reaching out to new patients and improving communication with existing ones. Hospitals and private practices reap tremendous benefits from their usage.

With a healthcare CRM system, medical institutions can follow the best customer management. Utilizing a healthcare CRM system helps medical centers maintain the best customer relationship management practices, as well as keep their customer’s data current, such as medical histories, visits, and medical bills.

How can CRM be used in Healthcare? 

A healthcare CRM can be used to optimize internal processes rather than for external communication efforts. It helps maximize case management, introduce care team collaboration, improve scheduling and alerts, and monitor medical equipment.

Healthcare CRMs can be incredibly useful for streamlining internal processes. For instance, they can help with case management, enable collaboration between care teams, automate scheduling and alerts, and even monitor medical equipment. Overall, they offer several benefits that can have a positive impact on the organization’s operations.

Healthcare companies can benefit from CRM technology, just like other businesses. It helps to prioritize relationship management and also has multiple valuable advantages.

What are the advantages of CRM for Healthcare?

CRM software can be very beneficial for healthcare providers. Here are some of the advantages of CRM for healthcare:

  1. Improving accounting management processes and operational planning.
  2. Making payments automated and linked to the patient record.
  3. Being pre-organized in financial reporting and analyses of expenses.
  4. Enhancing the quality of decision-making and medical strategy in a healthcare institution.
  5. Obtaining the best management tool with the possibility to warehouse critical data.

What are the disadvantages of CRM for Healthcare?

Here are some of the disadvantages of CRM for healthcare:

  1. A CRM solution can’t reduce patient waiting times or provide them with multiple convenient appointment booking options.
  2. A CRM for healthcare solutions may or may not include a feedback module that makes it easy for patients to give feedback and administrators to provide timely resolutions.
  3. Healthcare CRM is not the primary data source, and it needs a connection to multiple applications to bring value.
  4. Many healthcare vendors have strict policies regarding data access and don’t allow integration, fully or to some part, especially when it comes to such systems as EHR.

What CRM practices should Healthcare avoid?

Here are some of the CRM practices that healthcare should avoid:

  1. Not considering end-users while selecting a CRM for clinics.
  2. Choosing a CRM software for healthcare that does not offer scalability.
  3. Lack of integration of CRM software for a medical practice with social media.
  4. Implementing a CRM system for healthcare providers that is sales-rep friendly.
  5. Adding excessive fields for each record in CRM for doctors.

What is the role of CRM in the hospital industry?

CRM technology is playing a significant role in the hospital sector, enabling healthcare providers to acquire, retain, and engage with patients as well as provide tailored services. Moreover, it helps in enhancing the quality of care while also reducing costs and improving patient utilization of information, helping healthcare providers to sustain their business in a competitive environment. 

Elements to focus on while implementing CRM in the healthcare sector:

  1. Collecting and aggregating patient data and other intricate details such as the frequency of patient visits, the consulting doctor, their medical history, discharges, etc.
  2. Analyzing the data and identifying the best medium to communicate with prospective patients.
  3. Tracking the effectiveness and Return on Investment (ROI) from these campaigns.

What role can a healthcare CRM play in increasing patient engagement and loyalty?

Best Healthcare CRM solutions provide a streamlined system for care management and patient engagement. It helps to build patient loyalty, reduce network leakage and gain insights into patient preferences, behaviours, feedback, and satisfaction levels. All of this is done in the interest of ensuring successful outcomes and enhancing the overall experience for the patients. Patient health outcomes and associated risks are essential to consider when providing medical care. Knowing the potential consequences of treatments and medications can help guide healthcare professionals in making well-informed decisions.

How can I use a healthcare CRM to promote patient engagement and loyalty?

A healthcare CRM can help improve patient engagement and loyalty by providing a centralized system for tracking patient interactions, which allows medical practices to better engage with their patients. Healthcare CRMs are becoming increasingly essential for medical procedures as they enable a centralized system to monitor patient interactions. By doing so, they significantly improve patient engagement and loyalty in the long run.

 It allows them to track patient interactions, send automated appointment reminders, and provide personalized care. This helps to build stronger relationships with patients and improve patient satisfaction.

A healthcare CRM is useful for filling care gaps, tailoring outreach to specific populations, and providing data to track population health impacts.

How does a healthcare CRM show marketing ROI?

Top Healthcare CRM systems use intelligent attribution tools that are capable of gathering, organizing, and evaluating marketing data. It allows the user to understand the performance of their campaigns by media to determine their return on investment. 

With this information, you accurately monitor and identify which channels and campaigns are performing successfully in acquiring patients. As calculating ROI is a complex process, so relying on manual calculations is not ideal. To make things easier, you need to use a healthcare CRM that will enable you to plan, execute and evaluate your campaigns efficiently.

What are the types of Healthcare CRM?

Healthcare CRM software is a customer relationship management system designed specifically for use in the healthcare industry. It weaves together multiple sources of data (consumer and patient demographics, psychographics, social, behavioral, clinical, financial, website, provider credentialing, etc.) to provide a comprehensive view of the patient. 

Healthcare CRM software can be used to manage patient relationships, medical data, patient engagement, new patient acquisition, referral management, payer management, treatment sales pipelines, and appointment scheduling tools.

There are different types of healthcare CRM software. Some of them are

  1. Patient relationship management
  2. Medical data management
  3. Patient engagement
  4. New patient acquisition
  5. Referral management
  6. Payer management
  7. Treatment sales pipelines
  8. Appointment scheduling tools

How much does Healthcare CRM software cost?

Healthcare CRM software is not a one-size-fits-all solution, and costs may vary greatly depending on the features offered by the vendor. Small businesses that are looking for a reliable and cost-effective CRM system can expect to pay ~$12 (average 2022) per user per month.

What are the things to consider in Healthcare CRM software?

When selecting healthcare CRM software, there are certain features you should look for. These include a comprehensive overview of customers, collaboration tools, business process management, lead and opportunity management, document archiving, and management. All of these provide an enhanced customer experience and overall efficiency.

When selecting CRM software for healthcare, it is essential to ensure that the program meets HIPAA regulations and rules. This will help you maintain data privacy and security while streamlining your processes. Overall, it is advisable to select a CRM software program with robust online and offline functionality. 

Do Healthcare Companies Need a CRM?

Healthcare organizations require a customer relationship management (CRM) solution to operate efficiently. The most suitable CRM for the health industry should be equipped with features such as integrating all electronic health record (EHR) systems from the facility. Health assistant tools, including the CDSS (Clinical Decision Support System).

Like other business organizations, healthcare firms too can utilize CRM technology to focus on relationship management while offering more tangible benefits.

Which Healthcare CRM Software is free?

Several healthcare CRM software options offer a free trial or demo. Some of the best options include:

  • Salesforce Health Cloud: Best overall for features and usability (30-day free trial).
  • Pipedrive: Best healthcare CRM for a la carte add-on features (14-day free trial).
  • Influx MD: Best CRM option to request and monitor patient reviews (free demo).
  • OperaDDS: Best healthcare CRM software option for dental offices (free demo).
  • Bitrix24: Fastest growing free CRM software used by over 12 million companies worldwide.

Which Healthcare CRM Software is best for Android?

There are several Healthcare CRM software available for Android. Some of the best Healthcare CRM are

  1. Salesforce CRM
  2. Kapture CRM
  3. Deskera CRM
  4. Phyzii Pharma Crm
  5. Planplus Online
  6. Freshsales CRM
  7. Humhealth
  8. Carepatron

It is best to check out each one of them and see how it aligns with your goals. 

Which Healthcare CRM Software is best for iPhone?

Selecting CRM based on an operating system does not vary much, as most platforms generally are efficient. Although with that being said, there is always a possibility of certain CRMs working more smoothly in one operating system. There are many Healthcare CRM software available for iPhone. The best ones qualified are

  1. Salesforce CRM
  2. Deskera CRM
  3. Phyzii Pharma Crm
  4. Planplus Online
  5. Freshsales CRM
  6. Humhealth
  7. Carepatron
  8. Eduhealth

You can check out the features of each of this software and choose the one that suits your needs the best.

Which Healthcare CRM Software is best for Mac?

The primary purpose of Mac CRM software is to provide an integrated solution that works effectively regardless of the current iOS or macOS environment. It should have helpful contact and task management tools and compatibility with Apple Mail and a mobile app for iPhone and iPad. There are a few software you should look into for Macintosh.

  • Daylite is a CRM created especially for Mac, iPhone, and iPad users. 
  • Zoho CRM is considered one of the best for MacBooks.
  • Hubspot is a free CRM software but is outstanding for Mac.
  • Pipedrive is another CRM that meshes well with the Apple sphere. 

Which Healthcare CRM Software is best for Windows?

There is not much difference when selecting CRM software for a Windows machine. Windows users comprise 76% of all computer users, so if CRM software is great for another OS, it would be excellent for Windows too. Some of the best CRM software for windows are:

  • CostaRica CRM.
  • Pipedrive.
  • AZZLY.
  • Power Diary.

Which Healthcare CRM Software is best for Small Businesses?

Healthcare CRM is a powerful customer relationship management platform that is used to track and manage contacts such as doctors and other medical professionals. It can also be used effectively to keep track of referral networks. In addition, it offers a lot more than just contact management; it has been designed with solid marketing and sales capabilities. Top Healthcare CRM Software for Small Businesses are

  1. CostaRica CRM
  2. HubSpot
  3. Salesforce
  4. Keap
  5. EngageBay

Which Healthcare CRM Software is best for Web-Based?

A web-based CRM system can help restaurants improve customer service, retention, and loyalty and increase sales and revenue through targeted marketing campaigns. The best web-based CRM is Costa Rica CRM. It has all the features and more that you would want to have in CRM. Its web app has implemented all the features that the software version has. A few other top-of-line CRM are

  1. Salesforce Health Cloud
  2. Zendesk for Healthcare
  3. LeadSquared Healthcare CRM
  4. AbbaDox 

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