Check out our independent editorial review of the best crm software for sales professionals, including use cases for each option.
If you work for a medical practice, you likely use several legacy programs to store medical data, schedule appointments, and process payments. But wouldn’t it be easier to have a single program handle those tasks? That’s where a healthcare CRM can help — by providing your office with an efficient, secure way of managing patients and other duties in a central location. After evaluating over a dozen options, we’ve developed a list of the six best healthcare CRMs.
Here are the top six healthcare CRMs and their primary use cases:
Every healthcare CRM on this list is in compliance with the Healthcare Insurance Portability and Accountability Act (HIPAA). This ensures that electronic health records (EHR) are encrypted and secure. Failure to comply with HIPAA can result in substantial fines; a breach of sensitive patient information may lead to criminal charges or civil action lawsuits against your practice.
Beyond the minimum requirement of HIPAA compliance, the best healthcare CRM is capable of streamlining essential tasks like patient outreach and appointment scheduling. In evaluating the top CRM software, we primarily looked at core features, cost, and ease of use. We also considered customization and integration options, quality of user support, and an expert score.
Note: All per-user prices are with a one-year commitment unless noted.
Overall, the best CRM for healthcare is Salesforce Health Cloud. It benefits from having many of Salesforce CRM’s best core features along with seamless integration of patient data. Keep reading to see how all of our top healthcare CRM software ranked in every category.
Built on one of the best marketing platforms available, it neatly streamlines data management and patient engagement.
Price Range: $300 to $450 per user, per month (30-day free trial)
Salesforce Health Cloud is built upon Salesforce, one of the best CRMs out there. It not only has the robust customization and workflow automation features of the core CRM, but it also integrates seamlessly with EHR data and patient service programs. The result is a comprehensive contact management system where bigger healthcare networks can view medical history, communication preferences, and other info among a large pool of patients.
Low monthly costs plus integration with third-party apps make Leadsquared CRM a good choice for small, specialty practices.
Price Range: $25 to $100 per user, per month (15-day free trial)
Leadsquared CRM ranks high on our list of best healthcare CRMs thanks to its low monthly costs and integration options. Specialty practices in particular can harness this CRM’s high level of customization by tailoring reports and dashboards to fit their essential metrics. It may lack native features like billing and physician management, but Leadsquared CRM bridges those gaps by syncing with hospital management tools and a wide range of third-party apps.
Newer practices seeking to expand their patient base will like this CRM’s plentiful lead capturing and marketing tools.
Price Range: $128 to $383 per month
Influx MD is a healthcare CRM that excels at generating leads and converting them into new patients. Users can engage with current and prospective clients through unlimited text and email messages. Meanwhile, it scores leads via patient surveys so medical professionals can tailor their next steps appropriately. The least expensive Professional plan is best for brand new practices starting out, but HIPAA compliance is a premium add-on (contact for pricing).
A healthcare CRM made for dentists that includes patient outreach tools and a built-in secure email client.
Price Range: $99 to $249 per user, per month (30-day free trial)
OperaDDS is a healthcare CRM made exclusively for dentists. It integrates with dental management software such as Eaglesoft, Dentrix, Open Dental, and OrthoTrac to simplify form intake. OperaDDS also stands out for its patient outreach tools, including automated appointment reminders, paperless forms, and a HIPAA-compliant email client with an “undo send” button in case sensitive patient information is mistakenly sent to someone else.
Data-driven senior care facility leadership teams will appreciate this CRM’s careful attention to analytics and reporting.
Price Range: Call for quote
Enquire CRM is designed specifically for senior care facilities and other specialty care centers. Data analytics is at the heart of this software. Generate custom reports regarding move-in rates, current occupancy, and tenant engagement — then automatically send those metrics to your facility’s key leadership. Enquire CRM is also compatible with a wide range of senior home care-specific apps including MatrixCare, Eldermark, Homecare Homebase, and more.
Streamline the entire patient experience with this CRM’s range of automated booking and secure billing tools.
Price Range: Call for quote
NexHealth streamlines scheduling and payments for both patients and medical practices. This healthcare CRM features a customizable scheduling tool that reflects a doctor’s real-time availability. NexHealth sends out occasional automated appointment reminders, and in case of a no-show, NexHealth will automatically rebook the appointment. NexHealth even allows patients to make secure payments by email or text — no additional account sign-ups required.
Whether you’re a private practice or part of a much larger network, a secure and reliable industry-specific CRM is a must. The right software will help you stay connected with patients, acquire new customers, and streamline essential tasks like payment and scheduling. Upgrade to any of these top healthcare CRMs today and watch your medical practice succeed.