26 Best CRMs For Healthcare Providers

The table below shows a quick price comparison of all the Healthcare Providers 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	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
Keap	$199	14 day
Thryv	$199	14 day
ActiveCampaign	$19	14 day
Nimble	$29	14 day
Nutshell	$19	14 day
Insightly CRM	$29	14 day
LeadSquared	Not stated	No free trial
Creatio	Not stated	14 day
EngageBay	Free plan available then $14.99	No
Podio	Free plan available	Free plan available
Bitrix24	Free plan available then $61	15 day
Oracle NetSuite	Not stated	No free trial
Nextiva	$30.95	No free trial
vcita	$29	14 day
Carepatron	Free plan available then $12	Free plan available
Onpipeline	$25	30 day
CentraHub	$10	No free trial
Tebra	Not stated	No free trial

*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 claim to offer the number one AI CRM to help you put patient relationships first.
It can assist you in consolidating your clinical and non-clinical data to streamline your processes and reduce costs as well as boost productivity and deliver faster care.
You can use data-driven insights to create personalized patient interactions through their preferred channels.
It can assist you in delivering on-demand services as the CRM is purpose-built for healthcare.
It can allow you to scale patient access and referral services by streamlining triage and connecting your patients with care teams.
The CRM can provide self-service tools to help patients schedule care and complete activities.
It can collect and unify your data and information from cross-channel.
You can assess and prioritize your patients and then engage with them most effectively.
It can provide a range of data and insights to help inform your staff and plans with real-time analytics.
A 30-day free trial is available of the software.

Website: https://www.salesforce.com/healthcare-life-sciences/healthcare-software/

2. Zoho CRM

Offers software that caters for healthcare that can help enhance patient engagement and staff collaboration.
It assists you in managing your patient data efficiently across your organization in a single place.
They provide booking solutions and easily customizable forms that can gather patient information.
It can also support you in creating websites easily to support patients.
Paperwork can be digitally signed to improve patient experience.
It can provide a centralized archive of patient records securely.
You can streamline your communications to make efficiencies.
They provide advanced analytic capabilities to gain insights into patients.
The software is compliant with industry standards and will ensure your data is safe and secure.
Access a 15-day free trial of the software to learn more about it.

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

3. Freshsales

They claim that they offer the best healthcare CRM that can help you manage your patients’ records and relationships.
The CRM stores patient details including appointments, medical history and communication preferences.
It is a scalable and secure system that is designed to help you grow and protect your data.
The CRM can record all your interactions such as email, SMS, phone and chat.
You can automate your tasks such as follow-ups to free up staff time to focus on patients.
It can also streamline your appointment process with online bookings and automated reminders to minimize no-shows.
You can integrate your calendars to enable appointments to be scheduled and availability to be seen.
They provide a pipeline functionality to create greater visibility and improve your processes.
It provides a dashboard facility to allow you to monitor your performance and access key metrics on downloadable reports.
A free plan is offered with up to three users and they also offer a 21-day free trial.

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

4. HubSpot CRM

They offer a customer platform for healthcare that helps connect your teams with the data they need to care for patients and providers.
It is an AI-powered platform designed to support the requirements of the healthcare industry.
The CRM can assist you in simplifying your processes across providers and deepen your impacts.
You can automate your processes using AI to improve patient experiences and reduce the workload of admin tasks.
The CRM can be used to manage your communications with patients and send automated reminders.
You can personalize your communications using the data collected in the CRM.
It will securely store your sensitive data and enable you to share it across your teams appropriately.
The CRM can be integrated with other essential tools that you use.
It provides customer insights from the data stored to help you understand your patients and their needs better.
They offer a free plan for up to five users and they provide a free demo of the software.

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

5. Pipedrive

Offers a CRM that caters for healthcare providers to assist with improving patient communications and internal processes.
It can help you to automate your processes and connect your systems to streamline services and reduce manual data entry.
The CRM can assist you in personalizing your marketing and also deliver automated messages.
It can help you to organize your data more effectively, prioritize tasks and collaborate with other staff.
The CRM can manage all of your communication channels to record all interactions.
Your patients can be segmented and tagged to help you to report and target your patients effectively.
It can securely manage sensitive data and is compliant with HIPAA in the US.
They provide reporting facilities to help you stay on top of your activities and patients with more accurate reporting.
It can integrate with other software and apps to expand its capabilities.
Offers a 14-day free trial of the CRM so you explore what it can offer.

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

6. Monday.com

They offer a CRM that supports healthcare providers to provide enhanced patient care.
The CRM is HIPPA compliant to securely handle your data in a single platform.
It can help you to allocate resources more efficiently with greater oversight.
You can automate your manual processes to streamline your tasks such as assigning tasks, setting reminders and sending notifications.
They provide email software which includes integrating your email, personalized emails and smart templates to aid you in creating effective emails.
The CRM can be customized to meet your requirements without needing development assistance.
You can manage your patients in pipelines to gain better visibility of the progress.
It can be integrated with all your favorite tools and apps.
The CRM provides a wealth of information about your customers, activities and communications to help you manage your patients more effectively.
You can access a 14-day free trial to learn more about the CRM.

Website: https://monday.com/crm/industries

7. Zendesk

Offers healthcare software that can assist you in building a better health experience.
It has been designed as a flexible solution that can be easily adapted and deployed in your organization.
The software can provide streamlined, secure and personalized customer service.
It helps you to engage your employees to manage relationships with patients, providers and vendors.
Get a 360 view of your patients, customers and members.
You can combine your EHRs, appointment history, medical devices and partners so you can personalize your support.
It assists you in providing proactive support and reminders to your patients.
The software can streamline your communication tools to make experiences seamless across every touchpoint.
It provides powerful analytics and dashboards to help you measure your organization’s activities and patients which can aid decision-making.
They offer a 14-day free trial and you can book a demo of the software.

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

8. Capsule

Offers a CRM that caters for the healthcare industry that is designed to help transform patient care.
The CRM can be customized to meet your needs with over 50 custom field and activity types as well as being able to be integrated with other tools.
It centralizes your information so that you can increase your efficiency as well as aid with compliance.
The CRM stores patient records including your email and call interactions, medical records and notes.
It can assist you in personalizing your communications and patient care such as treatment plans and follow-up.
You can streamline your processes and make patience journeys more seamlessly with improved communications and better data management.
It can automate your administrative tasks and optimize your operations which include scheduling, follow-up and billing.
The CRM allows your staff to collaborate on patient care to deliver the best outcomes.
You can access insights into your patients and performance including patient engagement, effectiveness of patient management and patient satisfaction.

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

9. Keap

They offer a small business CRM that caters for health and wellness businesses with their software that can automate sales and marketing.
It can assist you in capturing more leads and respond to them faster.
They provide pre-built sales and marketing automation templates that can be customized to reduce your workload and campaign effectiveness.
The CRM can help you to book appointments and keep your schedules full.
They offer automation of repetitive tasks to assist you in freeing up your time and spending more time with clients.
It can organize all your contacts and make them accessible to all of your teams.
You can produce proactive communication and deliver consistent messages.
It can produce reporting insights that can assist you in making smart decisions to manage campaigns and monitor your performance.
The CRM app is equipped with HIPAA security controls so data can be stored, transmitted and processed securely.
You can sign up for their 14-day free trial to see the CRM for yourself.

Website: https://keap.com/industry/health-and-wellness-coaches-crm

10. Thryv

They offer a range of specialized health and wellness solutions including medical practice, dental practice, chiropractor and physiotherapy.
Their software is all-in-one allowing you to manage all aspects of your patient communications.
You can use it to track all your patients’ care instructions and share this information with colleagues.
The software can aid you with the online scheduling of patient appointments.
You can set up automated appointment updates and reminders.
It can hold custom patient records which can include documents, notes and a range of patient information.
They can provide a text number to enable you to respond to messages.
Gain insights about your patients by analysing the data collected.
You can integrate it with the apps that you use regularly.
They offer a 14-day free trial and a demo of their software.

Website: https://www.thryv.com/industries/medical-practice-software/

11. ActiveCampaign

Offers a CRM that is designed to support healthcare practices to run more smoothly.
It can assist you in acquiring and retaining your patients or customers by keeping them satisfied.
They provide intelligent automation that can support you through your entire customer lifecycle.
You can deliver omnichannel campaigns through the software that can improve experiences.
Send email and text messages information and updates directly to patients.
You can tailor your marketing, test different strategies and monitor the results.
It can automate your appointments and reduce missed appointments by sending reminders.
The software enables you to tag, track and segment your contacts to better organize, group and target them.
They provide real-time insight into your data and patient satisfaction through the data collected.
A 14-day free trial is available of the software.

Website: https://www.activecampaign.com/industry/healthcare

12. Nimble

Offers a specialist CRM for a range of healthcare organizations including chiropractors, physical therapists, paediatricians, nutritionists, doctors and more.
They provide basic to complex solutions that can handle different aspects of handling patients which includes a CRM system.
The CRM provides scheduling, marketing, reporting and email functions.
It can store all of your data, organize it effectively and share it with your teams.
You can optimize and streamline your processes to save time and focus on your patients.
It allows you to manage and segment your data by a range of parameters to make it easier to target your patients.
They offer an easy scheduling module which can also send reminders to patients’ calendars.
It can assist you in tracking different elements of your business including inventory, supplies, schedules and referrals.
They provide reporting facilities that enable you to analyze your data and forecast.
Offers a 14-day free trial of the software when you provide an email address.

Website: https://www.nimble.com/crm-software/crm-system-for-chiropractors/

13. Nutshell

They offer an all-in-one healthcare CRM platform that helps you to manage your patients more efficiently.
They have designed their CRM to be easy to use by healthcare providers in organizing their data.
It can assist you in staying on top of your communications and producing more effective messages.
You can store and organize data such as patient information, financial data, marketing content, referral network information and more.
Some of your tasks can be automated to save time on admin tasks so you can focus on more important tasks.
They provide pipeline management to help you manage your new patients with more visibility of their progress.
By sharing your data between teams you can aid collaboration and arm them with the information they need to look after patients.
You can integrate the CRM with other tools to synchronize your information across platforms.
It can generate insightful reports to assist you in measuring the success of your marketing engagement.
You can sign up for a 14-day free trial of the CRM.

Website: https://www.nutshell.com/industries/healthcare

14. Insightly

Offers a CRM solution for healthcare organizations that provides patient-centred care and is HIPAA compliant.
They have designed their CRM to be user-friendly and to optimize operational efficiency.
It can enable you to streamline your patient management, improve care coordination and increase operational efficiency.
They provide pipeline management so that you can have visibility of your patients and manage their journey.
You can automate processes and workflows to make efficiencies and save time.
By centralizing your data you can share it between your teams to provide better patient care.
The CRM can be customized with objects, fields, project management stages and more.
It can connect with the apps that you are already using to share data.
The CRM is compliant with regulatory requirements and data security standards.
A 14-day free trial and a personalized demo of the CRM are available to see more about the software.

Website: https://www.insightly.com/blog/learning/crm-benefits-healthcare/

15. LeadSquared

They offer a healthcare CRM that caters for practices of all sizes which can transform practices.
It is designed to help you match your patient’s expectations.
They cater for fertility clinics, hospitals, hospices, diagnostics centers, HealthTech companies and dental clinics.
It can help you enhance your patient acquisition and automate the processes with the acquisition tools for an improved experience.
They provide advanced appointment booking, inquiry handling and digital patient intake forms to assist with reducing wait times.
It can offer self-scheduling and automated reminders to make appointments easier to handle.
The CRM assists with managing patient relationships more effectively and in a HIPAA-compliant way.
You can send highly personalized communications to your patients and build better relationships.
They provide analytics which includes acquisition sources, engagement, experience ratings, appointment no-shows and more.
You can get a demo of the software to learn more about it.

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

16. Creatio

Offers healthcare CRM software that caters for medical institutions including hospitals, labs, medical centers, clinics and more.
It can help you to keep your patient or client data up to date and store all their history.
You can provide an online medical portal to assist users to create and track appointments.
It allows you to learn more about your patent behavior, needs and demands so you can build stronger relationships with them.
The CRM can assist in regulating your administrative tasks and automating them to increase operational efficiency.
It can synchronize patient care across teams and platforms more efficiently.
The CRM can provide more efficient responses to patient inquiries and enable you to monitor your pipeline more easily.
They provide document management and archiving which is secure and easily accessible and to find.
It can provide reports and metrics that help analyze how your clinic is performing.
You can access their 14-day free trial and a demo to find out how it works.

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

17. EngageBay

They offer a CRM that caters for healthcare that is designed to enhance patient satisfaction.
It centralizes your data which can aid with unifying your teams to improve patient care.
You can store a variety of information on the CRM such as patient details, medical history, appointment records and billing.
The CRM can assist with online booking to enable more efficient scheduling and appointment management to save time.
Your records can be automatically updated and appointments scheduled based on a set of criteria you enter.
It can automate a variety of processes which can save time on administrative tasks.
The CRM can automatically send reminders by email, SMS and push notifications.
It can auto-generate bills which can reduce human error in the process.
The CRM provides reporting facilities that enable you to gain a better understanding of organization and improve patient experiences.
A free plan is available for up to 15 users and 250 contacts which could be used for a trial of the CRM.

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

18. Podio

They offer a range of software that caters for different industries which include healthcare.
The CRM is customizable so that it can match your needs and enables you to add the fields that you need to record patient information.
It enables your teams to have access to data quickly in a single, organized system.
You can manage and track all your patients and their details effectively.
They provide a pipeline functionality to give you insight into what is happening visually and manage your workload better.
It provides real-time communications to assist with managing patients and appointments.
They provide a range of tools to assist you in supporting your patients and staff which include task assignments, templates and chat facilities.
The CRM is accessible from anywhere through the mobile app.
They provide reporting facilities which enable you to track patients and the performance of your practice.
A free plan is available for up to five users which can be suitable for a trial of the software.

Website: https://podio.com/site/use-cases

19. Bitrix24

Offers a customizable CRM for healthcare to centralize your patient information and organize your record keeping.
It is designed to help you streamline your patient management and communications.
The CRM can be tailored to meet the needs of solo practices through to larger facilities.
It is a centralized platform that enables staff to be informed about patient care and access all records.
They provide custom fields and templates which enable patient intake forms, health questionnaires and consent documents.
You can streamline your communication processes, personalize communications and automate some activities such as reminders.
It can store all your communications including email, chat and video conferencing.
The CRM provides high levels of data security and confidentiality which can adhere to healthcare compliance standards.
It can be integrated with medical systems to enable a seamless flow of information to reduce data entry errors.
They offer a free plan with unlimited users with a 5GB limit and a 15-day free trial of the software.

Website: https://www.bitrix24.com/articles/bitrix24-for-healthcare-streamlining-patient-management-and-communication.php

20. Oracle NetSuite

They offer software that caters for healthcare and life sciences organizations which can assist them in lowering costs and improving visibility.
The CRM provides a 360-degree view of your patients and partners in a unified solution.
It provides customizable dashboards that can be configured for different roles so that they display relevant, real-time data.
The software can streamline your processes to make efficiency improvements.
They provide marketing automation to enable you to target, build, execute and measure your marketing campaigns and communications.
It enables you to create and automate case management processes and ensure that follow-up communications are made.
You can set up partner relationships to manage your partners and the flow of information with them.
It can link up your back office to support your contracts and inventory.
The CRM is accessible on mobile devices to make it easier to access patient information wherever you are.
They provide accurate and real-time reporting to enable you to analyze your performance and complete audit trails.

Website: https://www.netsuite.co.uk/portal/uk/industries/healthcare.shtml

21. Nextiva

Offers software that caters for small practices to large healthcare organizations with an end-to-end patient interaction platform.
They provide a centralized platform that is HIPAA compliant and is designed to improve patient experience.
It enables you to seamlessly interact with your patients by call, text, email, chatbox and social media.
The software provides a single place to manage and organize all your patients and conversations.
It supports you in delivering personalized care and effective communications to patients.
They can assist you in fostering proactive engagement on all channels including social media.
It can help you to connect your patients with the right staff.
You can collaborate with your teams through the software which can be accessed via desktop, app, web and mobile.
It is designed to keep your patient data safe and secure through its secure online portal.
They provide analytics to help you gain insights about your patients and organization.

Website: https://www.nextiva.com/industry/healthcare

22. vcita

Offers a healthcare CRM that is designed for small businesses that helps you to prioritize your patients.
It is an intuitive and all-in-one platform that can reduce your admin overheads.
The CRM can assist you in improving your patient communications.
You can set up an easy-to-use online scheduling to improve your appointment management.
It stores all of your patient information centrally which includes personal details, appointments, messages, payments and more.
They provide a variety of data management and marketing tools that assist with attracting new patients and retaining existing ones.
The CRM can generate email and text marketing campaigns with custom and pre-made templates.
It supports online invoice payments safely and securely.
The CRM provides key insights into your practice on an all-in-one dashboard.
They offer a 14-day free trial and you can schedule a demo of the CRM.

Website: https://www.vcita.com/industries/healthcare-crm-software-for-small-business

23. Care Patron

Offers a healthcare CRM that supports a range of healthcare professionals and is tailored for their needs.
It is a robust and HIPAA-compliant platform that protects patient details.
The CRM can streamline your medical practice and management and make them more efficient.
They provide customizable options to make the platform meet the needs of your practice.
It includes tools that can enable you to schedule appointments, send reminders and billing services.
The CRM stores patient data and clinical documentation and organizes it effectively.
Through automation, it can help you to reduce admin tasks and focus more on patient interactions.
They also provide a client portal that is easy to use for patients to manage their care.
It brings together all your data in one place and enables you to work anytime, anywhere.
They offer a free plan that has basic capabilities and 1 GB of storage.

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

24. Onpipeline

They offer a healthcare CRM to help grow patient acquisition as well as increase engagement and retention.
It is designed to help you track relationships with information including contact details, preferences, interactions and spending.
All your staff can access the same information and provide better patient care.
It enables you to deliver personalized patient engagement with tailored communications.
You can segment your patients by key factors to aid your targeting and track your campaign effectiveness.
It can assist with streamlining your processes through automation so you can focus on patient care.
You can utilize technology to monitor your patients and track their outcomes.
The CRM can assist with appointment scheduling with an online booking system and automated reminders.
It can assist with reporting to help identify areas of improvement and track performance.
A 30-day free trial of the software is available.

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

25. CentraHub

Offers a Healthcare CRM for hospitals, clinics and healthcare establishments.
It can help standardize your interactions with patients and store all records in a centralized place.
The CRM can assist you in personalizing your medical services to increase satisfaction.
It enables you to track appointments and patients more effectively.
The CRM can be customized without the need for coding so that it meets the needs of your practice.
It can enable you to profile your patients and prospects for better targeting.
You can send pre and post-treatment communications to improve satisfaction, confidence and measure their experience.
It can be integrated with third-party apps to extend its capabilities.
The CRM is a secure platform with administrators who can assign different levels of access.
You can book a demo of the CRM to see it in practice.

Website: https://www.centrahubcrm.com/healthcare-crm-software

26. Tebra

They offer specialist healthcare software for independent practices which can help you deliver optimal care.
It provides software that can support your entire customer journey and all your patient records.
They provide workflows that enable you to manage your patients through the journey and make efficiencies.
It supports growth through marketing tools including websites, search marketing, online profiles and social media management.
You can automate your reputation management to assist you in attracting patients.
They offer online scheduling with automated reminders and digital intake forms.
It can include a secure patient portal to aid patients in managing their services with you.
You can accept payments and send electronic remittances as well as automate electronic insurance claim submissions.
It provides quality reporting facilities to enable you to gain insight about your practice and patients.
You can book a demo of the software to learn more about it.

Website: https://www.tebra.com/