In our independent editorial review of retail CRM solutions, learn about the top options along with their primary 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:
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.
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.
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.
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)
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.
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)
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.
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)
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.
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)
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.
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)
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.
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)
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.
The primary features below come standard with the best healthcare CRM software on the market:
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.
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.
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