20 Best CRMs For Doctors - Switch On Business

The table below shows a quick price comparison of all the Doctors CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Zoho CRM	$20	15 day
Freshsales	Free plan available then $11	21 day
Hubspot CRM	Free plan available	Free plan available
Pipedrive	$24	14 day
Monday.com	$15	14 day
Zendesk	$69	14 day
Capsule	Free plan available then $21	14 day
Thryv	$199	14 day
ClickUp	Free plan available then $7	No
Insightly CRM	$29	14 day
LeadSquared	Not stated	No
Creatio	Not stated	14 day
EngageBay	Free plan available then $14.99	No
Bitrix24	Free plan available then $61	15 day
Medesk	$12	Offered but length not stated
TeleCRM	$19	No trial available
Blackbaud	Not stated	No trial available
FreeAgent CRM	Free plan available then $28	14 day
Carepatron	Free plan available then $12	Free plan available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

1. Salesforce

They offer a healthcare platform that caters for doctors and aids with putting relationships at the heart.
It provides a single platform combining your clinical and non-clinical data that delivers personalized digital-first experiences.
The software can help you to drive efficiencies in your practice through streamlining processes.
It can assist you with personalizing health journeys across every touchpoint.
The platform is HIPAA compliant and allows you to share the information across your business to aid collaboration in delivering services.
It can ease the enrolment process and assist patients in navigating their health journey.
You can tailor your interventions and personalize your outreach to engage patients and prospects with multichannel campaigns and messages.
The software can help you identify gaps in care and prioritize them for invention.
It can provide data-driven insights to enable you to learn more about your practice and patients.
A 30-day free trial is available so you can see the software for yourself.

Website: https://www.salesforce.com/ap/solutions/industries/healthcare/overview/

2. Zoho

Offers healthcare software suitable for doctors that is designed to enhance patient engagement and staff collaboration.
It can help with managing different aspects of your operations more efficiently.
The CRM brings together all your patients’ records in a secure place that can be accessed by all of your team.
They offer user-friendly forms that are customizable to collect patient information.
It provides the facilities to enable patients to digitally sign documentation.
They offer streamlined communication to enable you to stay connected with your patients.
It supports the delivery of online scheduling and clinical consultations.
The software is compliant with a range of standards which include HIPAA.
You can access advanced analytics and comprehensive data visualizations to gain insights about your patients.
Offers a 15-day free trial of the software.

Website: https://www.zoho.com/en-in/r/healthcare/

3. Freshsales

They claim to offer the best healthcare CRM which can assist you in managing your patient relationships and records.
It can store all your patient information centrally which includes medical history, appointment records and communication preferences.
The CRM can automate your administration tasks to free up time for patient care including automating tasks and follow-up.
You can also streamline your appointment process through online booking and automated reminders to reduce no-shows.
The CRM allows you to synchronize your calendars so that appointments can be scheduled and viewed.
It can store your interactions by email, phone, chat and SMS.
You can create dedicated pipelines easily to improve visibility and processes.
The CRM is secure and scalable to grow with you and keep your data protected.
You can create a dashboard to monitor your performance and download reports to see your key metrics.
They offer a free plan for up to three users and a 21-day free trial of the CRM.

Website: https://www.freshworks.com/crm/industries/healthcare/

4. HubSpot

They offer a customer platform for healthcare that can assist you with creating caring experiences for your patients.
It is designed to bring all your data together and connect your teams with the information that you need about your data to improve patient experiences.
The platform is AI-powered to help improve your services.
It can support your email communications with AI content writer and email tracking.
You can set up automated follow-up messages to keep your activities on track.
The software can assist with organizing prospects as well as prioritizing them so you can target them more effectively.
It also offers a chatbot builder, online form builder, email templates and website builder.
They provide marketing analytics and a dashboard that can monitor your performance.
The platform can be integrated with the essential tools you use to extend its capabilities.
A free plan is available for up to five users which you can use to trial the software or you can get a demo to see more.

Website: https://www.hubspot.com/healthcare

5. Pipedrive

Offers a healthcare CRM suitable for doctors which can help you in managing your patient relationships.
It is designed to assist you in optimizing patient care and improve the patient experience through better patient management.
The CRM is a central location for all your patient data such as interactions, history, preferences and notes.
You can send email and SMS messages to your patients about appointments, reminders and information.
It can assist you in personalizing your communications and follow-up to improve your patient satisfaction.
Your administrative tasks can be streamlined using automation to free your team’s time for other duties.
The CRM allows you to segment your patients so that you can target them more effectively and you can analyze your patients.
You can stay on top of your activities by tracking performance and managing scheduling including any follow-up activities.
It can be integrated with other tools to increase its capabilities.
You can access a 14-day free trial of the software to learn more about it.

Website: https://www.pipedrive.com/en/blog/healthcare-crm

6. Monday.com

They offer a safe and secure CRM that caters for doctors to assist with improving patient experiences.
It offers a streamlined and efficient solution to enable more personalized healthcare.
The CRM is HIPAA compliant to deliver a safe and secure database for your patients.
It can help you to deliver customized patient management plans to provide the right level of care.
You can manage all your communications through the CRM making them more streamlined and increasing engagement.
The CRM can automate your processes to save staff time so you can focus more on your patients and their needs.
It stores all your patient details, medical information, behavioral history, payments and attach files.
It can be integrated with your calendar and external platforms to improve workflow.
The CRM is a fully customizable and cloud-based solution for ease of access through the mobile app.
A free 14-day trial of the CRM is available to test out the software before committing to it.

Website: https://monday.com/s/crm-for-doctors

7. Zendesk

Offers software for the healthcare sector including doctors that can assist with transforming your patient and employee experiences.
It offers a 360-degree view of your patients and enables you to share information across teams to increase collaboration.
They provide AI-powered workflows and self-service tools which can enhance the patient experience.
It is a flexible design that is secure to keep your data safe and it can be adapted and scaled to any size of organization.
The software supports you in delivering engaging experiences for patients which can improve their outcomes.
You can provide personalized experiences across all channels through the software.
It can support you with connecting with patients, providers and customers seamlessly throughout the healthcare journey.
They also offer ticketing systems, messaging and live chat, voice, help center and answer bots.
They provide a range of analytics to help drive improvements and give you insight into your patients.
They offer a 14-day free trial of the software.

Website: https://www.zendesk.com/blog/zendesk-for-healthcare/

8. Capsule

They offer a CRM for healthcare such as doctors that can transform your patient care.
The CRM can streamline your patient data management and improve communications for a more seamless patient journey.
It can help make your practice more efficient and compliant in a centralized system.
The CRM can record all patient interactions such as emails and calls, and store medical records and notes.
It enables your healthcare professionals to collaborate on care for your patients to deliver the best possible outcomes.
You can deliver personalized patient care including follow-ups and treatment plans.
It can streamline and optimize your operations and automate administrative tasks such as scheduling, follow-up and billing.
The CRM is customizable to enable you to tailor it to your needs with 50 custom fields and activity types, and it can be integrated with other essential tools.
It offers critical insights into your organization such as patient management effectiveness, patient engagement and satisfaction.
A free plan is available for two users and up to 250 contacts as well as a 14-day free trial of the CRM.

Website: https://capsulecrm.com/industries/crm-for-healthcare/

9. Thryv

Offers a CRM for medical practices to aid with delivering a seamless customer experience.
They provide a central place for all your admin and marketing.
It can help with automating your processes and reducing admin tasks including appointment reminders.
You can manage all your patient information effectively including finding, filtering, tagging and tracking them.
The CRM assist you in sending communications easily to aid in responding to patients and keeping them informed.
They also offer a customer portal to enable patients to manage appointments and payments.
It can also manage payments and invoices including chasing payments.
The CRM can be integrated with a variety of third-party apps such as QuickBooks, MailChimp and Slack.
It is available on a mobile app for iOS and Android to enable you to utilize tablets within the practice.
A free trial is available for 14 days to allow you to see the CRM for yourself.

Website: https://www.thryv.com/articles/top-crm-for-your-medical-practice/

10. ClickUp

They offer CRM software that caters for medical practices that can enhance patient relationships and boost efficiency.
It can help to streamline your processes to save time on administration tasks.
You can organize your patient information, improve communication and track appointments all in a single place.
It stores all your patient information centrally including details, medical history, appointments and preferences.
They provide sales pipelines to manage your leads and you can track patients on List, Table View, Kanban Board and more.
You can integrate your emails and send automated follow-up messages and appointment confirmations.
It can support your appointment booking process and assist with streamlining the process, sending reminders and rescheduling appointments.
You can also use the CRM to collect remote patient monitoring and set up alerts for any concerns.
The CRM can produce reports and aid compliance with regulatory requirements including tracking treatments and outcomes.
They offer a free plan for personal use only which could be used to trial the software.

Website: https://clickup.com/features/crm/medical-practice

11. Insightly

They claim to offer the number one healthcare CRM that can help unify your business.
The CRM is HIPAA compliant and centralizes your patient data to assist you in improving patient handling.
You can streamline your processes to help improve profitability and save time.
It is customizable and can be easily integrated with other software.
The CRM can track your interactions by linking emails and proposals so they are recorded against your contacts.
You can automate your marketing to help attract leads and convert them.
They also provide a ticketing system to manage your patient inquiries.
You can create a patient portal to enable your patient to manage their details.
The CRM provides key metrics that provide insight and allow you to monitor your progress.
A 14-day free trial is available to sample the CRM or you can book a personalized demo.

Website: https://www.insightly.com/industry/crm-for-healthcare/

12. LeadSquared

Offers a HIPAA-compliant healthcare CRM to manage patients.
It can assist with appointment management including scheduling and managing them across multiple channels.
The CRM can synchronize with your calendars to add appointments.
You can manage all your communications through the CRM such as email, text, call, WhatsApp and chatbots.
They offer a self-serve portal for patients and referrals to track referral sources.
It can help you to track leads and opportunities with patient profiles, appointment tracking and communications triggered by activities.
You can send email campaigns that can be scheduled or triggered by activities.
It streamline your operations and create transparency in your operational processes.
They provide a mobile app to aid your staff in working remotely.
You can book a demo of the CRM to see more about it.

Website: https://www.leadsquared.com/healthcare/hipaa-compliant-healthcare-crm/

13. Creatio

They offer a CRM for healthcare that is designed to provide more accurate and timely customer service.
It stores all your patient details to assist you in building stronger relationships and gain a better understanding of your patients.
You can assess your patient statuses and identify whether any issues need addressing and when patients should be recalled.
The CRM can enable you to follow the best customer management processes and data management.
The CRM can also streamline your operations and create efficiencies as well as reduce admin time.
A medical portal is also offered to assist patients in managing their appointments.
The CRM enables your teams to collaborate more effectively on delivering healthcare to your patients.
It can assist you in managing your referrals and turning them into patients.
A range of reports are available to monitor your metrics and see how well your practice is performing.
They offer a 14-day free trial or you can schedule a demo of the CRM software.

Website: https://www.creatio.com/crm-healthcare

14. EngageBay

Offers a CRM for healthcare that can enhance patient satisfaction.
It can store all your patient records centrally to unify your medical teams to serve your patients.
The CRM can store information including details, appointment history, medical history and billing.
It can support your scheduling and appointment management with an online booking system which can save time.
The CRM can update your information and schedule appointments based on pre-set conditions as well as send out reminders via email, SMS or push notifications.
It can help you to automate your processes to save time and resources.
You can also auto-generate bills through the CRM to reduce human error.
The CRM can manage your communications and automate reminders and engagement emails.
It can compile reports to understand your practice better and improve patient care.
They offer a free plan for up to 15 users and 250 contacts that could be used for a trial of the software.

Website: https://www.engagebay.com/blog/crm-in-healthcare/

15. Bitrix24

They offer a CRM that caters for the healthcare industry including doctors and it helps organize your patient information.
It is designed to be a comprehensive tool for clinics, hospitals and medical centers.
The CRM can automate your processes to make efficiencies and save time on admin tasks.
It provides forms for online appointments to help streamline appointment management.
The CRM enables you to track patient journeys more effectively.
It enables you to send emails, SMS and auto-dial patients including sending reminders, notifications and promotions.
You can create sales funnels to manage your patients from treatment to repeat visits.
It also provides other tools including live feed, chat and interest groups through the portal.
They provide reports and statistics to help you understand your services and patients better.
A free plan is available offering unlimited users and maximum storage of 5GB and also a 15-day free trial of software.

Website: https://www.bitrix24.com/articles/best-healthcare-crm.php

16. Medesk

They offer a medical CRM for clinics that assist with the doctor-patient relationship.
It allows you to follow your patients’ journey from initial contact to treatment.
You can personalize your marketing through the CRM to increase patient satisfaction.
The CRM can automate your pre and post-treatment communication to assist you in reducing cancellations and no-shows.
It allows you to tag your patients to aid prioritization, analysis and tracking.
They have designed the CRM to be easy to use for doctors to update notes and fields.
It assists with booking appointments and creating medical records to streamline your admin.
They help automate your communications with emails and text messages to keep your patients in the loop and send timely reminders.
The CRM helps you to analyze your patients to learn about your services with visual reports.
You can sign up for a free trial to see what the CRM can offer.

Website: https://www.medesk.net/en/medical-crm/

17. TeleCRM

They offer a healthcare CRM that caters for doctors, hospitals and clinics.
It is designed to assist with managing appointments, follow-ups, patient records and communications.
They provide a tailored CRM that can streamline your patient management and communications.
It is a centralized system for managing your appointments and reminders through WhatsApp.
The CRM is a secure and safe database that enables you to store and share important patient information and documents.
It can help you to manage your incoming and outgoing calls and automatically capture them.
You can send patients updates after appointments including reports on tests.
The CRM is customizable to meet your needs and processes so you can manage your organization more efficiently.
It can be integrated with your hospital or clinic management systems.
You can request a demo of the CRM to try it out.

Website: https://telecrm.in/healthcare-crm

18. Blackbaud

Offers software that caters for healthcare organizations and helps them to attract and engage patients.
They provide a purpose-built platform that can drive digital transformation across your organization.
It is a flexible and scalable solution that uses the latest technologies.
The software helps your organization to build meaningful relationships with employees, volunteers and donors.
It brings together all parts of your organization with an integrated solution.
You can manage your workflows to improve your processes and gain visibility.
They provide support to help organizations fundraise and manage grant applications.
It can help you to track your relationships and monitor activity with them.
You can access analytics about your organization to help you gain insight into your patients and activities.
You can request a demo of the software to learn more about it.

Website: https://www.blackbaud.com/who-we-serve/healthcare-organizations

19. FreeAgent

They claim to offer the best CRM for healthcare which can manage and engage your patients.
The CRM is HIPAA compliant and brings all your data together in one place for all your teams to access.
It can seamlessly integrate your data, channels and tools to increase efficiency and improve collaboration.
The CRM enables you to effectively communicate with patients and market to them.
They provide automated follow-up at every stage of the care journey to improve patient service.
You can access all your patient records including their appointment records, medical history and more.
It can help you to create custom campaigns that can be tailored and automated which are selected based on predefined criteria.
You can utilize features such as auto-prioritization, automated follow-ups, reminders and referrals.
It offers reporting facilities with real-time information and customizable reports.
They offer a free plan for up to five users as well as offering a 14-day free trial.

Website: https://freeagentcrm.com/healthcare/

20. Carepatron

They claim to offer the best CRM software for medical practitioners to help effectively manage patient relationships.
It is a HIPAA-compliant and secure platform for healthcare organizations.
The CRM can help streamline your processes and make efficiencies.
It is a tailored CRM with customizable options to meet your needs.
They provide communication tools which include appointment scheduling and patient reminders.
The CRM also offers clinical documentation management to store all your patient information in one place.
It can also support you with billing services to enable you to track payments.
They provide unified workflow management to improve team efficiency.
It includes an integrated patient portal that enables patients to book appointments, access their medical records and communicate with you.
They offer a free plan with basic functionality and 1GB storage which you could use for a trial.

Website: https://www.carepatron.com/blog/best-crm-softwares-for-medical-practitioners