6 Best Healthcare CRM Software for 2023

Discover the best healthcare CRM software for 2023. Compare features and pricing to find the right CRM for your healthcare organization.

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Healthcare CRMs are platforms that help medical practice employees securely and efficiently manage patients and duties in a central location. The top healthcare CRMs include industry-specific features for storing medical data and scheduling appointments, as well as CRM offerings like pipelines and contact management. Healthcare CRMs are also HIPAA-compliant to keep patients’ information private. To help you, we’ve evaluated the best healthcare CRMs.

Here are the top six healthcare CRMs and their primary use cases:

  • Salesforce Health Cloud: Best overall for features and customization (30-day free trial)
  • Freshsales: Best CRM option for task management and automation (free starting price)
  • Zoho CRM: Best option for staff collaboration and communication (free starting price)
  • Enquire CRM: Best healthcare software for senior living and care facilities (free demo)
  • NexHealth: Best CRM software for booking appointments and scheduling (free demo)
  • SimplePractice: Best software for managing patient health records (30-day free trial)

Overall, we found that Salesforce Health Cloud is the top CRM, ranking first for customization and tying for features and security and compliance. Our list includes a mix of industry-specific options and general CRMs, but each one complies with HIPAA. Continue reading to learn about each CRM’s use case, pricing, and key features, or skip down to see our scoring logic below.

Note: All per-user prices are with a one-year commitment unless noted otherwise.

Salesforce Health Cloud: Best Overall CRM

Helps you manage medical data and patient care with advanced features and robust customization.

Price Range: $250 to $500 per user, per month (30-day trial)

Overall Rating star-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Security & Compliance star-fullstar-fullstar-fullstar-fullstar-full Cost star-fullstar-full star-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Customer Support star-fullstar-fullstar-fullstar-full


  • Highly customizable
  • Advanced patient care
  • AI-powered automation


  • Plans tend to be expensive
  • Data can be overwhelming
  • Minor differences between plans

Salesforce Health Cloud is a health IT system offering advanced and custom features for healthcare facilities. Deliver comprehensive patient care via therapy management, advanced reporting, AI-powered workflows, and integrations with electronic health records (EHR) data and patient service programs. Utilize its health cloud-specific data models to automate certain healthcare concerns, such as helping patients confirm their insurance coverage and eligibility.

Salesforce Health Cloud is the most robust, customizable option on our list, but the cost might be too high for smaller practices. In this case, consider using Zoho CRM or Freshsales, which won in the cost category.

Salesforce Health Cloud Pricing

  • Life Sciences Enterprise: $250 per user, per month
  • Health Cloud Enterprise: $325 per user, per month
  • Health Cloud Unlimited: $500 per user, per month
  • Free Trial: 30 days

Salesforce Health Cloud Key Features

  • Centralized Patient Data: Access medical history and other key data on one screen.
  • Personalized Care: Engage with patients via personalized notes and reminders.
  • Automation: Set up processes to gather data, schedule appointments, and more.
  • Customization: Create custom pipeline reports and tailor dashboards as needed.

Salesforce Health Cloud Healthcare CRM

Visit Salesforce Health Cloud

Freshsales: Best for Task Management

Offers intelligent workflows for patient administration tasks and time management.

Price Range: Free to $69 per user, per month (21-day free trial)

Overall Rating star-fullstar-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-full star-full Security & Compliance star-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-full star-full


  • Easy to implement & use
  • Affordable pricing plans
  • Intelligent automations


  • Lack of native apps
  • Limited customizations
  • No on-premise option

Freshsales is a leading CRM that helps healthcare providers manage their daily operations and patient care services. Track tasks and appointments that are open, overdue, or completed with its activities dashboard, and use the outcome section to add notes or send follow-up emails to patients. Automate tasks like setting up appointments or sending payment reminders with workflow templates assisted by Freddy AI.

While Freshsales is a great tool for managing and automating tasks, it lacks native third-party app integrations. If you need a CRM that offers a wealth of native healthcare integrations, look into Salesforce Health Cloud.

Freshsales Pricing

  • Growth: $15 per user, per month (free for 3 users)
  • Pro: $39 per user, per month
  • Enterprise: $69 per user, per month
  • Free Trial: 21 days
  • Integration with Freshworks' free marketing and service platform tiers
  • Access to Freshworks Marketplace

Freshsales Key Features

  • Pipelines: Create separate pipelines for patient billing and doctors’ commissions.
  • Freddy AI: Automate tasks and personalize services with AI-powered workflows.
  • Patient Management: Easily access a patient’s record, billing, and appointments.
  • Custom Reports: Track each department’s performance for data-driven decisions.

Freshsales Healthcare CRM

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Zoho CRM: Best for Staff Collaboration

Helps staff and departments work together via chat, forums, and shareable dashboards.

Price Range: Free to $52 per user, per month (15- to 30-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-full star-full Security & Compliance star-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Customer Support star-fullstar-fullstar-full star-full


  • Highly customizable platform
  • Administrator-specific tools
  • Centralized data storage


  • Users claim difficulty setting up
  • Limited healthcare features
  • Lack of e-prescription apps

Zoho CRM is a top collaborative CRM offering healthcare providers communication tools and centralized data storage. Share updates or reports with other staff from your dashboard on channels or in private chat, as well as post announcements for your department or branch via the feeds forum. You can also create workgroups for staff working on the same case studies, where they can share voice notes and reminders and access comprehensive medical records.

Although Zoho CRM is a great collaboration tool too, learning how to use and customize it might take time. If you’re looking for a user-friendly healthcare CRM, look into Freshsales, which also offers collaborative tools.

Zoho CRM Pricing

  • Free Version: Supports up to 3 users
  • Standard: $14 per user, per month
  • Professional: $23 per user, per month
  • Enterprise: $40 per user, per month
  • Ultimate: $52 per user, per month
  • Free Trial: 15 to 30 days
  • Access to Zoho One Marketplace Apps

Zoho CRM Features

  • Feeds: Keep all staff communication within the CRM and share files, insights, and more.
  • Customization: Tailor features in your CRM to respond to healthcare-specific concerns.
  • Real-Time Notifications: Get notified about your patient’s status with notes alongside it.
  • Dashboards: Share in-depth medical data analysis internally or with other departments.

Zoho CRM Healthcare CRM

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Enquire CRM: Best for Senior Care Facilities

Offers robust analytics and reporting features for data-driven senior care facility providers.

Price Range: Call for quote (free demo)

Overall Rating star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-full star-full Security & Compliance star-fullstar-fullstar-fullstar-fullstar-full Cost star-full star-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-full star-fullstar-full Customer Support star-fullstar-full star-fullstar-full


  • Comprehensive suite of features
  • Customized, automated reports
  • Works with home care-centric apps


  • Pricing not available up front
  • Mobile app is iOS only
  • Setup takes some time

Enquire CRM is a CRM focused on data analytics and designed for senior care facilities and other specialty care centers. Along with setting up automatic activity logging and notifications, you can generate custom reports on move-in rates, current occupancy, and tenant engagement — then auto-send those metrics to your facility’s key leadership. Enquire CRM is also compatible with senior home care apps like MatrixCare, Eldermark, and Homecare Homebase.

Enquire CRM is a solid choice for senior and specialty care facilities, but it doesn't list any pricing on its website. If you’d like a CRM that lets you know what you'll pay up front, check out Salesforce Health Cloud.

Enquire CRM Pricing

  • Call for Quote: Custom pricing available
  • Free Demo: Contact for information

Enquire CRM Key Features

  • Contact Management: One-click data filtering for accounts, prospects, and residents.
  • Customized Automated Reports: Automatically send reports to staff or departments.
  • iPhone App: Features talk-to-text and dashboard view for easy access on-the-go.
  • Integrations: Sync with an array of applications for analytics, EHR, and home care.

Enquire CRM Healthcare CRM

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NexHealth: Best for Appointment Scheduling

Facilitates telehealth services via 24/7 scheduling, digital forms, one-click payment, and more.

Price Range: Contact for quote (free demo)

Overall Rating star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-full star-full Security & Compliance star-fullstar-fullstar-fullstar-fullstar-full Cost star-full star-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-fullstar-full


  • 24/7 online scheduling feature
  • Easy to implement & use
  • Robust customer support


  • Pricing plans aren’t upfront
  • Users report syncing issues
  • Limited autofilling features

NexHealth is a real-time patient booking platform that helps medical and dental professionals manage appointments, payments, and patient communication. Let your patients book online 24/7 and automatically receive details and reminders for their appointment. Get notified about reschedule cancellations and automatically fill no-shows with a patient waitlist. Collect payments through a secure payment link via email or text to make it easy for patients to pay.

While NexHealth is a great option for booking appointments, it doesn’t provide pricing information up front. For a healthcare CRM that offers transparent details on its monthly costs, add-ons, and more, try Freshsales.

NexHealth Pricing

  • Contact for Quote: Acquire, Delight, and Retain tiers
  • Free Demo: Contact for information

NexHealth Key Features

  • Online Booking: Let patients book appointments via web, social media, text, and more.
  • Reviews: Auto-survey patients and direct best reviews to your Google business page.
  • One-Click Recalls: Bring back patients with automated recalls and timely reminders.
  • Messaging: Text secure medical forms, reminders, and payment links to your patients.

NexHealth Healthcare CRM

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SimplePractice: Best for Records Management

Offers simple documentation and customizable forms to centralize medical health records.

Price Range: $29 to $158+ per user, per month (30-day trial)

Overall Rating star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-full star-full Security & Compliance star-fullstar-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-full star-fullstar-full


  • Robust patient intake
  • Caters to unlimited clients
  • Customizable care plans


  • Steep learning curve
  • Add-ons could get pricey
  • One-way calendar sync

SimplePractice is a cloud-based practice management platform that helps health and wellness professionals simplify their documentation process with intake forms, treatment plans, and assessments. Choose from a library of custom forms, treatment plans, and SOAP note templates built directly into your system. Collect patient signatures on shared documents like progress notes and health assessments centralized in a secured and accessible patient portal.

Even though SimplePractice offers robust document management tools, it has a steep learning curve. For a user-friendly healthcare CRM, check out NexHealth.

SimplePractice Pricing

  • Solo Practice Starter: $29 per month
  • Solo Practice Essential: $69 per month
  • Solo Practice Plus: $99 per month
  • Group Practice Plus: $158+ per month for 2+ clinicians
  • Free Trial: 30 days
  • Add-on features available for purchase

SimplePractice Key Features

  • Paperless Intakes: Send HIPAA-compliant electronic medical forms to patients.
  • Treatment Plans: Create, customize, and save patient diagnoses and care plans.
  • Calendar Filters: Apply filters based on patients, documents, and balance status.
  • Template Library: Choose from dozens of pre-built forms for patients to fill out.

SimplePractice Healthcare CRM

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Top 5 Healthcare CRM Features

The primary features below come standard with the best healthcare CRM software on the market:

HIPAA Compliance

Patient Outreach

Online Scheduling

Billing & Payments

Physician Management

Health Insurance Portability and Accountability Act (HIPAA) compliance is key when searching for a healthcare CRM. In your practice, EHRs must be encrypted and secure so you don't experience data breaches, which could lead to fines or even criminal charges. If the CRM you choose isn't fully HIPAA-compliant, it must offer integrations for HIPAA-compliant forms and/or allow you to add a Business Associate Addendum (BAA) to your terms.

Patient outreach tools can help you remind patients of their future appointments as well as respond to potential new patients' messages via automated email, phone, or SMS messages.

Through online scheduling, patients can schedule appointments through an online calendar showing availability in real time.

Healthcare CRMs must allow you to send invoices to patients and collect their payments via secure online portals.

Physician management functionality allows you and your physicians to avoid large patient care or engagement gaps.

How We Evaluated the Best Healthcare CRMs

To determine the best CRM software for healthcare professionals, we broke our evaluation criteria into six weighted categories, each of which contained more specific subcriteria. Next, we assigned subcriteria scores to determine the best CRM in each individual category as well as the overall best healthcare CRM. Our research and evaluation also helped us determine a primary use case for each software that scored highly enough to make our list.

Evaluation Criteria

We primarily looked at each healthcare CRM’s core features and security and compliance since healthcare providers need a robust platform that keeps their patient records secure. Then, we considered each CRM software’s cost, customization capabilities, and easy-to-use functionality, as well as the quality of customer support offered.

Core Features:
Security & Compliance:
Ease of Use:
Customer Support:

Frequently Asked Questions (FAQs)

How Do I Determine the Best Healthcare CRM Software for My Practice or Organization?

Choosing the best healthcare CRM depends on your specific needs, goals, budget, and size of your organization, so it’s essential to identify these factors first. Next, compare the top healthcare CRMs and see if they offer everything your unique practice needs. You can also seek advice or recommendations from other healthcare professionals.

What Features Should I Prioritize When Evaluating Healthcare CRM Software Options?

When evaluating healthcare CRM options, it’s important to know if they’re HIPAA-compliant to ensure that their data security and privacy are in accordance with healthcare regulations. Also check if the CRM offers a balance of industry-specific features such as medical history records and patient management and general offerings like pipelines, contact management, basic reports, and customization capabilities.

Are There Any Data Privacy Concerns When Using Healthcare CRM Software?

Healthcare CRM software should be in compliance with HIPAA or should offer integrations to use HIPAA-compliant intake forms. This means that electronic health records should be encrypted and secure because 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.

Bottom Line: Best Healthcare CRM Software

Whether you’re a private practice or part of a much larger network, a secure and reliable healthcare CRM is a must. The right healthcare CRM software will help you stay connected with patients, acquire new customers, and streamline essential tasks like payment and scheduling. Read our review and incorporate any of these top CRMs into your practice. If you want to learn more about typical CRM functions and how your business can use them, see our list of the top CRM features.

This article was written by Alison Barretta and updated by Kezia Jungco.

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