Our Top Picks

BestNotes Logo
BestNotes
BestNotes is an EHR and CRM software built for the substance abuse and behavioral health industry. This cloud-based solution helps users track sales, referrals, follow-ups, and customer interactions. Its core features include integrations and reports.

Its documentation feature helps behavioral health professionals eliminate double data entries and enables point-and-click documentation. Users can easily create treatment plans and group notes using BestNotes. The software’s patient calendar automatically adds billing codes and notes for each appointment.

Summary

BestNotes Logo
BestNotes
  • Starting Price
    • Users 1-10: $50/month/user
    • Additional Users 11-100: $20/month/user
    • Additional Users 101+: $10/month/user
  • Free Trial/Demo
    Free Demo
  • Deployment
    Mac, Windows, Web-Based, iPhone / iPad, Android
  • Support Options
    24/7 (Live Rep), Business Hours, Online
  • Audience Targeting
    No
  • Campaign Management
    No
  • Medical History Records
    No
  • Patient Management
    No
Bitrix24 Logo
Bitrix24
Bitrix24 is a CRM that helps businesses organize, track, and monitor interactions with prospects, partners, and existing customers. The solution lets users capture and store lead data, log and manage customer interactions, conduct target audience segmentation, and create sales reports.

Bitrix24’s leading features include campaign management, reports, audience targeting, and third-party integrations. Users can automatically create and send personalized invoices to customers by entering the client’s information into the system. The software’s sales funnel functionality presents an overview of the status of sales transactions.

Summary

Bitrix24 Logo
Bitrix24
  • Starting Price
    • Free Version Available
    • Cloud
    • Free: $0
    • Start+: $24/month
    • CRM+: $69/month
    • Project+: $69/month
    • Standard: $99/month
    • Professional: $199/month
    • Contact for more pricing options
  • Free Trial/Demo
    30-Day Free Trial
  • Deployment
    Installed - Mac
    Installed - Windows
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Phone, email, tickets
  • Audience Targeting
    Yes
  • Campaign Management
    Yes
  • Medical History Records
    No
  • Patient Management
    No
Caremap is an electronic medical records software that improves access to patient information. This robust tool comes with integrated lab, pharmacy, and accounting modules. In addition, it includes both cloud connectivity and offline access to ensure users can access medical records from anywhere even without an internet connection.

The software’s notable features include reports, integrations, and campaign management. Robust security features, an easy-to-use interface, and quick documentation ensure Caremap is user-friendly and secure.

Summary

  • Starting Price
    • $149/year/user
  • Free Trial/Demo
    15-Day Free Trial
  • Deployment
    Web-Based, iPhone / iPad, Android
  • Support Options
    24/7 (Live Rep), Business Hours, Online
  • Audience Targeting
    No
  • Campaign Management
    Yes
  • Medical History Records
    No
  • Patient Management
    No
Caspio is a HIPAA-, FERPA-, and GDPR-certified CRM that helps businesses build online database apps without coding. It’s a vital tool that businesses can use to digitally transform and streamline their workflows and operations. The software’s top features include physician management, reports, medical history records, integrations, and patient management.

Users can employ this solution to manage patients effectively, collaborate efficiently, and offer personalized care to patients. They can also use the software to create custom forms, business applications, and reports with minimal to no coding.

Summary

  • Starting Price
    • Free Plan Available
    • Explore: $125/month
    • Build: $250/month
    • Grow: $500/month
    • Corporate: Custom Quote
  • Free Trial/Demo
    Free Trial, Free Demo
  • Deployment
    Web-Based
  • Support Options
    24/7 (Live Rep), Business Hours, Online
  • Audience Targeting
    No
  • Campaign Management
    No
  • Medical History Records
    Yes
  • Patient Management
    Yes
Centra Hub CRM Logo
Centra Hub CRM
Centra Hub CRM is a cloud-based solution that businesses in different sectors can use to streamline their sales and marketing processes. Its main features include audience targeting, campaign management, reports, patient management, integrations, and physician management.

Central Hub CRM’s appointment scheduling functionality lets users capture leads from forums, websites, and social media platforms. Users can also use the software to manage group schedules and meetings. With its built-in document library, users can store, delete, or modify documents from a centralized location.

Summary

Centra Hub CRM Logo
Centra Hub CRM
  • Starting Price
    • Startup: $12/month/user
    • Professional: $20/month/user
    • Enterprise: $33/month/user
    • Ultimate: $59/month/user
  • Free Trial/Demo
    Free Trial
  • Deployment
    Mac, Windows, Web-Based, iPhone / iPad, Android
  • Support Options
    24/7 (Live Rep), Business Hours, Online
  • Audience Targeting
    Yes
  • Campaign Management
    Yes
  • Medical History Records
    No
  • Patient Management
    Yes
Creatio, formerly Bpm’online, is a cloud-based CRM that brings together customer service, sales, and marketing to help users manage and complete the entire patient journey. With this tool, users can predict a patient's behavior and preferences to win their trust.

The software helps users maximize every interaction with customers and prospects. It merges CRM and BPM functionalities to create and automate business processes and to offer an unrivaled customer experience. Creatio’s salient features include campaign management, reports, and integrations.

Summary

  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    14-Day Free Trial
  • Deployment
    Mac, Windows, Web-Based, iPhone / iPad, Android
  • Support Options
    24/7 (Live Rep), Business Hours, Online
  • Audience Targeting
    No
  • Campaign Management
    Yes
  • Medical History Records
    No
  • Patient Management
    No
Freshsales Logo
Freshworks CRM
Freshworks CRM, formerly Freshsales, is a cloud-based, HIPAA-compliant software ideal for healthcare providers. It lets healthcare professionals store, manage, and access patients’ schedules and data from a centralized location. This enhances patient satisfaction and streamlines internal workflows, such as billing.

Users can employ this solution to establish cordial relationships with patients. In addition, this healthcare CRM syncs seamlessly with other systems in your facility. Its top features include reports, campaign management, integrations, and audience targeting.

Summary

Freshsales Logo
Freshworks CRM
  • Starting Price
    • Growth: $29/month/user
    • Pro: $69/month/user
    • Enterprise: $125/month/user
  • Free Trial/Demo
    21-Day Free Trial
  • Deployment
    Web-Based
  • Support Options
    24/7 (Live Rep), Business Hours, Online
  • Audience Targeting
    Yes
  • Campaign Management
    Yes
  • Medical History Records
    No
  • Patient Management
    No
Hc1 Healthcare CRM Logo
Hc1 Healthcare CRM
Hc1 Healthcare CRM is a cloud-based platform that offers precision prescribing and real-time lab stewardship for laboratories, physicians, and healthcare systems. This tool lets service and outreach teams combine their efforts via a merger of real-time business and clinical data.

The software’s top features include physician management, reports, patient management, and integrations. With Hc1 Healthcare CRM, healthcare professionals can access personalized insights to grow their business and ensure patients receive optimized diagnostic testing and prescriptions.

Summary

Hc1 Healthcare CRM Logo
Hc1 Healthcare CRM
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based
  • Support Options
    Business Hours, Online
  • Audience Targeting
    No
  • Campaign Management
    No
  • Medical History Records
    No
  • Patient Management
    Yes
Kapture CRM is a business automation platform ideal for hospitals, healthcare clinics, and other medical facilities. The tool helps users capture leads and manage patient appointments from a centralized platform. Its core features include integrations, medical history records, reports, and physician, patient, and campaign management.

The solution is easy to use and integrates seamlessly with existing systems. It has more than 500 APIs to support pan-organization synchronization. Users can also import and export data easily via the platform.

Summary

  • Starting Price
    • Essential: $19/month/user
    • Professional: $39/month/user
    • Enterprise: $59/month/user
  • Free Trial/Demo
    30-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Phone
  • Audience Targeting
    No
  • Campaign Management
    Yes
  • Medical History Records
    Yes
  • Patient Management
    Yes
Keap is a HIPAA-compliant, easy-to-use healthcare CRM for upcoming and small healthcare facilities. This platform lets users store, organize, and access patient data from a single system. It’s vital for patient acquisition and compatible with over 2,000 apps.

HIPAA-covered entities can use Keap to lawfully process, transmit, and store protected health information (PHI). Keap’s top features include campaign management and reports. The solution is an affordable CRM offering various top-tier services that healthcare professionals can utilize to manage patients and their practice.

Summary

  • Starting Price
    • Keap Grow: $56/month
    • Keap Pro: $105/month
    • Infusionsoft: $140/month
  • Free Trial/Demo
    14-Day Free Trial
  • Deployment
    Web-Based
  • Support Options
    Business Hours, Online
  • Audience Targeting
    No
  • Campaign Management
    Yes
  • Medical History Records
    No
  • Patient Management
    No
LeadSquared Logo
LeadSquared
LeadSquared is a cloud-based CRM and marketing automation software that helps business owners boost revenue by aligning their sales and marketing processes. The solution helps users automate key processes including sales CRM, lead capture, reporting, marketing, and analytics.

Its main features include physician management, medical history records, campaign management, patient management, and reports. LeadSquared also integrates seamlessly with applications such as Ozonetel, Zopim, SuperReceptionist, GoToWebinar, LiveChat, and Olark Chat.

Summary

LeadSquared Logo
LeadSquared
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Phone, ticket
  • Audience Targeting
    No
  • Campaign Management
    Yes
  • Medical History Records
    Yes
  • Patient Management
    Yes
Meditab is a solution that healthcare workers can use to manage every step of the patient care delivery process, from engagement to prescribing and reporting. Meditab includes practice reporting, e-prescription and communication tools, and a patient portal.

The software can be deployed on-premise or in the cloud. It comes with templates and medical forms dedicated to various specialties to help doctors with charting. Meditab key features include physician management, audience targeting, integrations, campaign management, reports, medical history records, and physician management.

Summary

  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Windows, Web-Based, iPhone / iPad, Android
  • Support Options
    24/7 (Live Rep), Business Hours, Online
  • Audience Targeting
    Yes
  • Campaign Management
    Yes
  • Medical History Records
    Yes
  • Patient Management
    Yes
Mercury CRM
Mercury CRM
Mercury CRM helps hospitals and healthcare professionals establish relationships with their patients. Its multilayered security features ensure patient information is safe. Users can generate reports and access valuable insights they can use to create effective marketing plans.

The software includes comprehensive healthcare CRM features that help automate outreach campaigns through multiple social media platforms. Mercury CRM’s core features include physician management, campaign management, reports, audience targeting, and integrations. The tool also helps users with patient acquisition and retention.

Summary

Mercury CRM
Mercury CRM
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Ticket
  • Audience Targeting
    Yes
  • Campaign Management
    Yes
  • Medical History Records
    No
  • Patient Management
    No
Microsoft Dynamics CRM Logo
Microsoft Dynamics CRM
Microsoft Dynamics CRM is a solution that helps businesses minimize costs and enhance profitability through the automation and management of business processes. The solution's business intelligence, social insight, and campaign management tools allow businesses to boost customer loyalty and satisfaction in customer service, sales, and marketing fields.

Microsoft Dynamics CRM’s main features are patient management, reports, campaign management, and integrations. It also comes with mobile apps to let users manage customer relationships on their mobile devices.

Summary

Microsoft Dynamics CRM Logo
Microsoft Dynamics CRM
  • Starting Price
    • Customer Engagement Plan: $115/month/user
    • Dyamics 365 Plan: From $210/month/user
    • Sales: From $65/month/user
    • Marketing:
    • From $1,500/month/10,000 contacts
    • Customer Service: $95/month/user
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Phone, email
  • Audience Targeting
    No
  • Campaign Management
    Yes
  • Medical History Records
    No
  • Patient Management
    Yes
Nimble is a healthcare CRM that helps doctors and other healthcare professionals attract new clients and enhance communication with existing ones. Its core features are reports and integrations. Doctors can rely on Nimble’s centralized platform to organize and manage contacts, find opportunities, set reminders, and build and maintain relationships with patients. They can also use the solution to engage and interact with prospects and patients on a personal level.

Nimble comes with functions and modules that help design, manage, and monitor home care for patients, including scheduling visits and sessions, scheduling and paying caregivers, managing patient data, and growing the client base.

Summary

  • Starting Price
    • Nimble Business: $25/month/user
  • Free Trial/Demo
    14-Day Free Trial
  • Deployment
    Web-Based, iPhone / iPad, Android
  • Support Options
    Business Hours, Online
  • Audience Targeting
    No
  • Campaign Management
    No
  • Medical History Records
    No
  • Patient Management
    No
OnePageCRM Logo
OnePageCRM
OnePageCRM is a cloud-based solution that lets businesses automatically schedule follow-ups, automate administration, and create a dashboard with daily sales actions to increase efficiency. Users can access the platform via any web browser, Android device, or iOS device.

The software’s main features include physician and patient management, integrations, medical history records, reports, and audience targeting. It comes with robust contact management features and lets users log calls and notes, schedule actions, add deals, and monitor contacts' activity through a scrollable, unified page.

Summary

OnePageCRM Logo
OnePageCRM
  • Starting Price
    • SMB: $15/month/user
    • SMB Plus: $29/month/user
    • Enterprise: $59/month/user
  • Free Trial/Demo
    21-Day Free Trial
  • Deployment
    Web-Based, iPhone / iPad, Android
  • Support Options
    Business Hours, Online
  • Audience Targeting
    Yes
  • Campaign Management
    No
  • Medical History Records
    Yes
  • Patient Management
    Yes
Pega CRM Logo
Pega CRM
Pega CRM is designed to help healthcare professionals build robust, long-lasting, and rewarding relationships with patients. The software is available with models and processes that integrate with healthcare, financial, and insurance services. This artificial intelligence (AI) powered platform comes with powerful functionalities for healthcare organizations.

Pega CRM’s top features are audience targeting, reports, campaign management, and third-party integrations. It’s ideal for hospitals, private clinics, email marketing, patient retention, and patient outreach activities. This software helps users drive personalized patient engagement.

Summary

Pega CRM Logo
Pega CRM
  • Starting Price
    • Pega Customer Service Editions
    • User-Based Pricing
    • Uified Messaging Edition: From $145/month/user
    • Case Management Edition: From $97/month/user
    • Enterprise Edition: From $165/month/user
    • Contact for more pricing options
  • Free Trial/Demo
    30-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Phone, chat, email
  • Audience Targeting
    Yes
  • Campaign Management
    Yes
  • Medical History Records
    No
  • Patient Management
    No
Pipedrive Logo
Pipedrive
Pipedrive is a robust sales pipeline and CRM management solution for small and midsize businesses. It organizes leads to offer an excellent overview of sales and ensure users prioritize crucial deals first. The platform ensures all team members are on the same page and automatically tracks calls, emails, and progress.

Its leading features include reports, medical history records, patient management, and physician management. The software integrates with Google Calendar, Google Contacts, and other Google apps. Users can access the solution via a mobile device or desktop.

Summary

Pipedrive Logo
Pipedrive
  • Starting Price
    • Essential: $12/month/user
    • Advanced: $23/month/user
    • Professional: $47/month/user
    • Enterprise: $79/month/user
  • Free Trial/Demo
    14-Day Free Trial
  • Deployment
    Web-Based, iPhone / iPad, Android
  • Support Options
    24/7 (Live Rep), Business Hours, Online
  • Audience Targeting
    No
  • Campaign Management
    No
  • Medical History Records
    Yes
  • Patient Management
    Yes
Salesforce Health Cloud Logo
Salesforce Health Cloud
Salesforce Sales Cloud is a cloud-based CRM developed to help businesses build better customer relationships. It lets users boost productivity by automating manual tasks and focusing on clients. Its salient features are medical history records, reports, physician management, and patient management.

This feature-rich healthcare CRM offers an innovative approach to patient management. With Salesforce Healthcare Cloud, users can create personalized journeys for patients, enhancing engagement and loyalty. It also simplifies collaboration across the healthcare ecosystem.

Summary

Salesforce Health Cloud Logo
Salesforce Health Cloud
  • Starting Price
    • Enterprise: $300/month/user
    • Unlimited: $450/month/user
    • Plans are Billed Annually
  • Free Trial/Demo
    30-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Phone, chat, ticket
  • Audience Targeting
    No
  • Campaign Management
    No
  • Medical History Records
    Yes
  • Patient Management
    Yes
Zendesk Sell Logo
Zendesk Sell
Zendesk Sell is a leading healthcare CRM designed for the healthcare industry. It offers essential tools healthcare businesses require to grow their business and bolster engagement and patient experience. It’s the ideal solution for online pharmacies, doctors, and medical suppliers searching for a better way of attracting more clients to their practice.

Zendesk Sell’s main features are integrations, campaign management, and reports. It’s a simple system for staying in touch with your patients and streamlining your daily tasks.

Summary

Zendesk Sell Logo
Zendesk Sell
  • Starting Price
    • Team: $19/month/seat
    • Professional: $49/month/seat
    • Enterprise: $99/month/seat
    • Elite: $199/month/seat
  • Free Trial/Demo
    7-Day Free Trial
  • Deployment
    Web-Based, iPhone / iPad, Android
  • Support Options
    24/7 (Live Rep), Business Hours, Online
  • Audience Targeting
    No
  • Campaign Management
    Yes
  • Medical History Records
    No
  • Patient Management
    No

How We Chose the Best Healthcare CRM Software

Healthcare customer relationship management (CRM) software helps medical personnel in hospitals and private practices identify leads, make conversions, and enhance communication with existing patients. The solution automatically harmonizes data from different departments.

You’ll find scores of these solutions on the market touting a host of features and benefits, making it difficult to determine the ideal one for your needs. We’ve simplified your task by evaluating the available options based on features, integrations, and reporting capabilities. 

Features

The best healthcare CRM software offers features such as physician management, patient management, and medical history records. We also looked at whether the healthcare CRM is HIPAA compliant to ensure patient data is secure.

Other essentials include patient satisfaction, workflow automation, billing features, and being able to run on multiple platforms, such as Windows, Android, and iOS devices.

Integrations

Solutions should offer pre-built integrations for EHR/EMR systems and other tools often used with healthcare CRM software. To ensure you don't have to switch systems to access key functionalities, we looked for software that integrates seamlessly with different apps.

Reports

Detailed reports help you measure and improve the performance of your healthcare organization. We focused on healthcare software that lets you generate customized reports and analyze data to make informed decisions.