6 Best Healthcare CRM Software for 2021

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

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:

  • Salesforce Health Cloud (Overall Winner): Best for managing large patient bases ($300 starting price)
  • LeadSquared CRM: Best healthcare CRM for specialty practices ($25 starting price)
  • Influx MD: Best healthcare CRM for patient lead generation ($150 starting price)
  • OperaDDS: Best healthcare CRM for dental offices ($99 starting price)
  • Enquire CRM: Best CRM for senior living and care facilities (call for quote)
  • NexHealth: Best CRM for appointment scheduling and payment (call for quote)

How We Evaluated the Best Healthcare CRMs

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.

Evaluation Criteria

We broke our evaluation into six criteria, giving each platform a score out of five to determine the best in each individual category as well as the overall best healthcare CRM for you.

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, 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.

Salesforce Health Cloud: Best for Patient Management

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)

Overall Rating star-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-fullstar-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-full star-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 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.

Salesforce Health Cloud Pricing

  • Enterprise: $300 per user, per month
  • Ultimate: $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 Healthcare CRM

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Leadsquared CRM: Best for Specialty Practices

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)

Overall Rating star-fullstar-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-fullstar-full Customization & Apps star-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-fullstar-full

Pros:

  • Affordable plans plus a 15-day trial
  • Syncs with hospital management tools
  • Integrates with productivity apps

Cons:

  • Missing native healthcare features
  • App integrations may cost extra
  • Free trial is hard to initiate

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.

Leadsquared CRM Pricing

  • Lite CRM: $25 per user, per month
  • Pro: $50 per user, per month
  • Super: $100 per user, per month
  • Ultimate: Call for quote
  • Free Trial: 15 days for all paid plans

Leadsquared CRM Key Features

  • Patient Profiles: Includes medical history, appointment history, and interaction tracking.
  • Syncs With Hospital Management Tools: Create a one-stop digital healthcare hub.
  • App integrations: Works with Zapier, Facebook, and much more.
  • Patient Satisfaction Reports: Generate visual reports to see what’s working (or not).

Leadsquared CRM Healthcare CRM

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Influx MD: Best CRM for New Patient Leads

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

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-full star-full Customization & Apps star-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-full star-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 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).

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: From $85 per month for 10,000 contacts

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: Include social media integration, online reviews, and more.

Visit Influx MD

OperaDDS: Best CRM for Dentists

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)

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-fullstar-fullstar-full Customization & Apps star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-full star-full Customer Support star-fullstar-fullstar-fullstar-full

Pros:

  • Reasonable plans with 30 days free
  • HIPAA-compliant email client
  • Paperless forms save time

Cons:

  • Not very customizable
  • Lacking data management tools
  • Secure email and chat cost extra

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.

OperaDDS Pricing

  • Paperless Forms: $99 per user, per month
  • Paperless Forms & Reminders: $199 per user, per month
  • Forms, Reminders & Reviews: $249 per user, per month
  • Free Trial: 30 days

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.
  • Automated Reviews: Gather feedback and gain new clients through positive reviews.

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

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-fullstar-fullstar-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 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.

Enquire CRM Pricing

  • Call for Quote

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 Healthcare CRM

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NexHealth: Best for Appointment Scheduling & Payment

Streamline the entire patient experience with this CRM’s range of automated booking and secure billing tools.

Price Range: Call for quote

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-full star-fullstar-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-fullstar-fullstar-full Customer Support star-fullstar-fullstar-fullstar-full

Pros:

  • Automated scheduling tools
  • Social media integration
  • One-stop hub for patient communication

Cons:

  • Must call for pricing
  • Can’t set up recurring payments
  • Leaving reviews can be difficult

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.

NexHealth Pricing

  • Call for Quote: Four plans available

NexHealth Key Features

  • Online Scheduling: Comprehensive scheduling tool shows real-time availability.
  • Automated Booking: No-show appointments can be rebooked automatically.
  • Secure Payments: Patients can make secure payments through text or email.
  • Lead Generation: Acquire new patients through Facebook, Google, and Yelp.

NexHealth Healthcare CRM

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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 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.

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