6 Best Healthcare CRM Software for 2022

Take a look at our list of the best healthcare CRM software, which features top options suited for a variety of use cases.

Healthcare CRMs are platforms that help medical practice employees securely and efficiently manage patients and other duties in a central location. The top healthcare CRMs store medical data, schedule appointments, process payments, and are HIPAA compliant to keep patients' information private. After evaluating over a dozen options, we’ve developed a list of the six best healthcare CRMs to help you choose the right one for your practice.

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

  • 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)
  • Enquire CRM: Best CRM option for senior living and care facilities (free demo)
  • Insightly: Best CRM to manage new patient relationships (free starting price)

Every healthcare CRM on this list is in compliance with the Healthcare Insurance Portability and Accountability Act (HIPAA) or offers integrations to use HIPAA-compliant intake forms. 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.

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 cost, core features, and ease of use to ensure that each platform on our list offers robust yet easy-to-use functionality at an affordable price. We also considered customization and integration options and quality of user support, and we assigned an expert score based on online reviews and our own experience with each CRM.

Cost:
25%
Core Features:
25%
Ease of Use:
20%
Customization & Apps:
15%
Expert Score:
10%
Customer Support:
5%

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

Overall, we found the best CRM for healthcare to be Salesforce Health Cloud, which also came out on top in the Core Features, Customization & Apps, and Expert Score categories. The second-place winner, Pipedrive, beat out the competition in the other three categories: Cost, Ease of Use, and Customer Support. Keep reading to see how all of our top healthcare CRMs ranked in every category.

Salesforce Health Cloud: Best Overall CRM

Built on one of the best sales and marketing platforms available and streamlines data management and patient engagement.

Price Range: $300 to $450 per user, per month (30-day trial)

Overall Rating star-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Customization & Apps star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Generous 30-day trial included
  • Comprehensive patient management
  • Custom automated workflows

Cons:

  • Rather expensive
  • Setup may take time
  • Minor differences between plans

Salesforce Health Cloud is a health IT system built upon Salesforce, one of the best CRMs out there. It not only has the robust customization, reporting, 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 healthcare networks can quickly view and update many patients' medical history, communication preferences, and more.

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 Pipedrive instead.

Salesforce Health Cloud Pricing

  • Enterprise: $300 per user, per month
  • Unlimited: $450 per user, per month
  • Free Trial: 30 days

Salesforce Health Cloud Key Features

  • Centralized Patient Data: Access medical history and other key data in 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 best healthcare CRM

Visit Salesforce Health Cloud

Pipedrive: Best for A La Carte Add-Ons

Sales-focused general CRM offering healthcare-related features plus add-ons for advanced tools.

Price Range: $14.90 to $99 per user, per month (14-day trial)

Overall Rating star-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-fullstar-full

Pros:

  • Highly affordable tiers
  • Integrates with HIPAA-compliant tools
  • Visual kanban-style pipeline

Cons:

  • Add-ons can get pricey
  • Not fully HIPAA compliant alone
  • Some tiers missing key features

Pipedrive is a robust yet easy-to-use sales CRM. Its affordable tiers provide key healthcare features like real-time record updates, patient segmentation, activity tracking, and integrations with Jotform and other HIPAA-compliant form builders. You can also buy the LeadBooster, Web Visitors, Campaigns, or Smart Docs advanced add-ons, which give you a boost in generating new patients, contacting them via email blasts, and getting forms signed before appointments.

Pipedrive's strong tiers and advanced add-ons make it a quality healthcare CRM, but it's not fully HIPAA compliant. If this is your number-one priority, check out Salesforce Health Cloud.

Pipedrive Pricing

  • Essential: $14.90 per user, per month
  • Advanced: $24.90 per user, per month
  • Professional: $49.90 per user, per month
  • Enterprise: $99 per user, per month (minimum 10 users)
  • Free Trial: 14 days for all plans
  • Pay for sales and marketing add-ons: LeadBooster, Web Visitors, Campaigns, or Smart Docs

Pipedrive Key Features

  • Advanced Tools: Pay only for the add-ons that will strengthen your practice.
  • Real-Time Updates: Log electronic health or medical info directly from forms.
  • Activity Tracking: Track your staff's follow-up calls made, emails sent, and more.
  • Patient Segmentation: Create workflows for certain patient types based on their needs.

Pipedrive best healthcare CRM

Visit Pipedrive

Influx MD: Best CRM for Patient Reviews

Practices seeking to expand their patient base will like this CRM’s directory listing and patient testimonial tools.

Price Range: $128 to $553+ per month (free demo)

Overall Rating star-fullstar-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Customization & Apps star-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-full star-full

Pros:

  • Unlimited texts and emails
  • Lead generation and scoring
  • Marketing and sales automation

Cons:

  • Professional plan not HIPAA-compliant
  • No native mobile app
  • Premium extras can add up

Influx MD is a healthcare CRM that allows users to score potential patients via surveys and contact existing ones with unlimited texts and emails. To get new leads and improve your care, list your practice on directories like Google, Wellness.com, and more, then use Influx MD's review monitoring feature to read and aggregate reviews. Even better, you can have patients leave feedback in a private survey, then invite the best fits to leave a public testimonial.

Influx MD's patient management and reviews features make it a solid option as a healthcare CRM, but HIPAA compliance is a premium add-on at an unlisted cost. For a HIPAA-compliant CRM with more transparent pricing, see Salesforce Health Cloud.

Influx MD CRM Pricing

  • Professional: $128+ per month for 2 users
  • Advanced: $213+ per month for unlimited users
  • Enterprise: $383+ per month for unlimited users
  • Extra Contacts: Monthly costs increase with additional contacts
  • Free Demo: Contact for information

Influx MD Key Features

  • Patient Outreach: Send unlimited texts and emails to current and prospective patients.
  • Campaign Management: Set goals and track progress across multiple channels.
  • Lead Scoring: New patient surveys help practices take the next best steps.
  • Premium Add-Ons: Incorporate social media integration, online reviews, and more.

Influx MD best healthcare CRM

Visit Influx MD

OperaDDS: Best CRM for Dental Practices

A healthcare CRM made for dentists that includes patient outreach tools and a built-in secure email client.

Price Range: $99 to $299 per month (free demo)

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-full star-fullstar-full Expert Score star-fullstar-fullstar-full star-full Customer Support star-fullstar-fullstar-fullstar-full

Pros:

  • Reasonable plan pricing
  • HIPAA-compliant email client
  • Paperless forms save time

Cons:

  • Not very customizable
  • Lacking data management tools
  • Number of users is unclear

OperaDDS is a CRM made exclusively for dentists. It integrates with dental management tools like Eaglesoft, Dentrix, Open Dental, and OrthoTrac to simplify form intake. It also stands out for its patient outreach tools, including paperless forms and a HIPAA-compliant email client with an “undo send” button in case sensitive patient info is mistakenly sent to someone else. Upgrade for advanced features like automated appointment reminders and a patient portal.

OperaDDS has many of the tools dentists need, but it's not as customizable as the other options on our list. If customization is imperative, consider Salesforce Health Cloud as an alternative.

OperaDDS Pricing

  • Forms: $99 per month
  • Forms, Reminders: $199 per month
  • Forms, Reminders, Reviews: $249 per month
  • Growth Package: $299 per month
  • Free Demo: Contact for information

OperaDDS Key Features

  • Paperless Forms: Have patients fill out documents on their device before their visit.
  • Secure Email: Transfer an existing address to a built-in HIPAA-compliant email server.
  • Automated Appointment Reminders: Send emails, text messages, and postcards.
  • Teledentistry: Gather info from clients from afar and plan appointments accordingly.

OperaDDS best healthcare CRM

Visit OperaDDS

Enquire CRM: Best for Senior Care Facilities

Data-driven senior care facility leadership teams will appreciate this CRM’s careful attention to analytics and reporting.

Price Range: Call for quote (free demo)

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-full star-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-full star-full

Pros:

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

Cons:

  • 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 a range of 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. To know what you'll pay upfront, check out Salesforce Health Cloud, or Pipedrive if you need a lower-cost option.

Enquire CRM Pricing

  • Call for Quote
  • 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 key leadership.
  • iPhone App: Features talk-to-text and dashboard view for easy access on-the-go.
  • Integrations: Works with an array of analytics, EHR, and home care apps.

Enquire CRM best healthcare CRM

Visit Enquire CRM

Insightly CRM: Best to Manage New Patient Relationships

Sales and project management CRM that treats new patients as projects to easily onboard them properly.

Price Range: Free to $99 per user, per month (14-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-full star-full Customization & Apps star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-full star-fullstar-full

Pros:

  • Unique project management tools
  • Use on desktop, iPad, or smartphone
  • Over 250 app integrations

Cons:

  • Free plan only supports 2 users
  • Customer support is lacking
  • Somewhat clunky platform

Insightly is a general sales CRM with project management features to help you manage relationships with brand new patients. When you close a lead as a patient, convert them from an opportunity to a project in the CRM, which will automatically create tasks, send emails, set up appointments, and more. These new patient workflows along with Insightly's task management tools ensure that patients are onboarded properly and feel taken care of from the start.

Insightly offers a great way to get the benefits of a strong general CRM and customize it for your practice, but some users complain that its clunkiness impacts its usability. For an easy-to-use general CRM that's also affordable and highly customizable, learn about Pipedrive.

Insightly CRM Pricing

  • Free Plan: Support for 2 users
  • Plus: $29 per user, per month
  • Professional: $49 per user, per month
  • Enterprise: $99 per user, per month
  • Free Trial: 14 days for all paid plans

Insightly CRM Key Features

  • Project Management: Convert a lead (opportunity) into a patient (project) for follow-up.
  • HIPAA Workaround: Can be HIPAA-compliant via a Business Associate Addendum.
  • Flexible Record Linking: Connect patients so your staff understands all relationships.
  • Task Management: Coordinate activity amongst your team and avoid missing tasks.

Insightly best healthcare CRM

Visit Insightly CRM

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

HIPAA compliance is key when searching for a healthcare CRM. In your practice, electronic health records (EHR) 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.

Bottom Line: Best Healthcare CRM Software

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 healthcare CRM software will help you stay connected with patients, acquire new customers, and streamline essential tasks like payment and scheduling. Incorporate any of these top healthcare CRMs today and watch your medical practice succeed.

Selling Signals
Actionable advice for sales professionals
Address
355 Lexington Ave,
18th Floor,
New York, NY, 10017
COPYRIGHT SELLING SIGNALS, LLC – 2022