Best Healthcare CRM Software Solutions for Hospitals and Medicals [2023]

Healthcare CRM Software is the need of the hour when it comes to the effective management of resources and providing the best patient outcomes.

Investing in a good healthcare CRM solution allows a hospital to locate every detail of their patients, from behavior to payment history.

Today, delivering an excellent customer experience is necessary for every sector, including healthcare, to ensure patients get the best care.

Therefore, organizations are moving rapidly towards digital transformation to use advanced tools that can meet modern demands. Here’s a list of some on the best healthcare CRM software solutions.

SalesforceHealthcare CRM: Streamline processes, integrate data, automate tasks.Explore
PipedriveSales platform: Effortless CRM, focus on patient communication.Explore
LeadSquaredHIPAA-compliant CRM: Simplify patient intake, automate marketing.Explore
Creatio CRMCustomizable healthcare CRM: Manage customer data, predict patient behavior.Explore
HubSpotFree CRM tools: Visual dashboard, unlimited users, sales automation.Explore
Zoho CRMAll-in-one patient management: Channel communication, automate processes.Explore
KeapCRM automation: Manage appointments, coordinate with doctors, send reminders.Explore
ZendeskPatient-care service: 360-degree view, EHR integration, team efficiency.Explore
FreshsalesHealthcare CRM: Track patient activities, build trust, tailor email campaigns.Explore
Kapture CRMPatient care and alerts: Source-wise appointments, automation, team management.Explore
HIPAA CRMHIPAA-compliant CRM: Track medical supplies, automate alerts, export data.Explore
InsightlyVersatile CRM: Cloud platform, growth-oriented, track, manage, nurture deals.Explore
OnpipelineSales pipelines: Visualize sales process, plan tasks, automate reminders.Explore

The COVID-19 pandemic has further accelerated digitization among industries. Healthcare organizations are also taking part in this digitalization process in order to maintain a precise, comprehensive record of patients and serve patients better.

This is where a CRM solution helps!

The modern solution offers marketing automation, high-security, and accurate insights and enhances personalization and engagement.

This way, you can optimize patient management and patient care while improving marketing initiatives and medical sales.

Research shows that the global healthcare CRM market is expected to reach $28.89 billion by 2026.

This is happening only due to the growing need for prioritization and engagement of patients.

Let’s understand healthcare CRM more and how it can help your organization. 

What is a Healthcare CRM?

A Customer Relationship Management (CRM) is a platform where you can keep records of your customers to provide them with a better service and maintain a healthy relationship. It will log and track customers’ data, such as contact information, previous interactions through calls or emails, money spent, and what services they prefer. 

A healthcare CRM solution obviously works the same way. It records and tracks all the incoming and outgoing patients’ history, notes, interactions, and preferences, along with your best practices and other important business details.

You can also refer to the healthcare CRM as a PRM software (Patient Relationship Management). PRM also manages other contacts apart from patients, such as referrals, medical professionals, doctors, staff, etc. 

Why is Healthcare CRM necessary?

best healthcare crm

The need for digitalization is everywhere. Everyone knows its impact on their businesses.

But, how does it help the healthcare industry?

Well, these numbers say it all!

According to CivicScience, approximately 20% of Americans haven’t seen a doctor in the past year, while The Lancet says 46% of UK patients miss a doctor’s appointment every year.

This is bad news for patients as well as providers!

With inaccurate data and missing patient care, businesses are losing their revenue. 

Healthcare CRM can secure both.

It sets up reminders for all the patients’ future appointments. Through integration, you can follow up with every patient via email, phone, SMS, or WhatsApp. This way, you can be 70% more organized, 33% more competent, and 40% more innovative.

Using CRM in the healthcare industry offers the following benefits:

Improved Patient Experience

The world is operating at a fast rate, and people are becoming more and more impatient. Giving them a good experience not only enhances your patient’s trust but also increases your revenue. With CRM, you can collect every patient’s data through a provider form and follow up for better service.

Quality Treatment

A complete CRM solution allows doctors, patients, and staff to be relaxed as everything is going as per their expectations. This way, healthcare institutions can provide an advanced diagnosis, eliminate endless dispatches, and speed up patient relationship management while reducing errors.

Managed Data

A single error in administration can cause big trouble. So, carefully organizing data is necessary so that others can work effectively. CRM helps you store patients’ data, keep track of all the records, and notify whenever necessary. 

Advanced Communication

An industry never wants to lose even a single customer. Utilizing CRM software will accelerate your service delivery with quality and accuracy through streamlined communication. You can also allow your patients to book their appointments at their preferable time.

Types of Healthcare CRM Software

CRM software for healthcare is intended to increase patient interaction, simplify administrative procedures, and enhance all aspects of healthcare delivery. Healthcare CRM software comes in a variety of forms and is specialized for the demands of the sector. The various types of CRM software are :

#1. Patient Relationship Management(PRM) Software

Patient involvement, communication, and happiness are the main goals of patient relationship management (PRM) software. In order to improve the patient experience, it enables healthcare practitioners to send reminders for appointments, securely communicate test results, and collect feedback.

#2. Referral Management Software 

This class of CRM aids medical institutions in effectively managing patient referrals. The continuity of treatment is ensured by tracking referrals, assuring follow-ups, and facilitating easy contact between referring and receiving physicians.

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#3. Marketing Automation CRM 

Healthcare providers utilize marketing automation CRM to personalize messages, automate marketing initiatives, and review patient information for focused outreach. It aids in bringing in new clients, keeping hold of current ones, and preserving a favorable web reputation.

#4. Healthcare Analytics CRM 

CRM software with an analytics focus on healthcare may help healthcare organizations analyze patient data, trends, and results. It offers useful information for making decisions, streamlining processes, and enhancing patient care.

#5. Integration CRM

This kind of CRM connects to Electronic Health Records (EHR) systems, giving healthcare practitioners access to patient data, the ability to set up appointments, and the ability to handle invoicing from a single location. Through the elimination of data silos, it improves efficiency and lowers mistakes.

Each form of CRM software for the healthcare industry has a distinct role, but many contemporary systems combine these features to fully meet the varied demands of healthcare professionals and improve patient care.

Essential features to look at in CRM software.

There are many providers in the market. Hence, before choosing the best CRM software, you must look at some essential features:

  • EMR/EHR updates
  • Integrations for patient benefits
  • Patient segmentation
  • Activity tracking
  • Data security
  • Free trial and package

And to implement a CRM solution in your organization, you need to follow some best practices as well:

  • Choose CRM according to budget and business requirements
  • Give proper training to your team 
  • Set some ground rules
  • Trust on automation
  • Focus on collaboration
  • Mine patient data
  • Keep your work simple

Now, let’s see some of the CRM software suitable for the healthcare industry.


Salesforce for Healthcare and Life Sciences is a CRM system used to manage patient relationships, streamline processes, and engage with customers more successfully.


It is an essential tool for these businesses due to its ability to integrate with other third-party medical applications. Healthcare institutions can use it to track Patient Identifiers, medical records, treatments, and more.

Sales leads, client information, and product information can all be used to track sales and marketing data in the life sciences sector.

It provides a wide range of capabilities that can make managing relationships with patients, clients, and partners more effective for organizations of all sizes. The cloud platform helps to streamline communication with essential partners in health, behavioral, and social initiatives.

Firms can build unique profiles and dashboards using Salesforce to comprehend their data better. It is also an entirely customizable platform making it a valuable tool for small businesses and those with more extensive operations.

Key Features

  • Single cloud platform for health that connects data, teams, and patients and automates processes.
  • Mulesoft Anypoint platform to combine different apps and deliver time-sensitive and vital projects.
  • Integrate data from other departments, including R&D, manufacturing, supply chain, and commerce, to gain deeper insights.
  • Real-time data and integrated programs help to reduce service costs and improve public health initiatives.

You can achieve your objectives using the integrated array of applications provided by the Salesforce for Healthcare and Life Sciences platform. Every area of your business, from marketing initiatives to patient care, may be managed using it.


Get an all-in-one sales platform with Pipedrive for your growing medical or hospital revenue. It allows you to sell more with less effort or manual work. This easy-to-use CRM software lets you get up and running in a few minutes so you can focus on patient communication and engagement.

Sharpen your actions and let Pipedrive think of the finish line for you. From scheduling calls and emails to lunches, Pipedrive shows you the right way to prioritize your things. Its analytics is understandable, so you can see your detailed report and grow accordingly. 

You can sync your CRM with over 300 tools, including Xero, Slack, Kixie, Asana, Google, and more. With the help of webhooks, one-click contact data collection, open API, and AI-powered sales assistants, you can eliminate your busy work. 

Moreover, centralize your communication efforts with smart features and connect with your patient with ease. You can also create and implement CRM solutions in your hospitals and medicals by using features such as activity tracking, insights, and patient feedback. 

From accounting and invoicing to chatbots, from email marketing to task management, you can have all the control in a single place. You can also access this healthcare CRM solution on your Android and iOS mobiles to keep track of every patient, doctor, and other staff at your fingertips. 

Pipedrive allows you to track variables, show winning trends, and identify bottlenecks in your reporting processes by adding custom fields. For sales analytics, keep your most crucial data and KPIs in one place and make them available to everybody. Set targets for yourself, your team, or even the entire organization, and use real-time data to monitor your sales progress.


LeadSquared, with its out-of-the-box HIPAA compliance, helps healthcare businesses improve patient intake, management, and engagement.

With the software’s Business Associate Agreement (BAA) that protects patient health information (PHI), healthcare businesses have nothing to worry about, as LeadSquared manages all patient data with the utmost security.

The platform also offers a 360-degree view into patient journey and helps you identify and eliminate friction points to create a seamless patient experience. You can easily integrate LeadSquared with your EHR to update patient status in real time and enable collaboration across departments. The intake process can be simplified with automated appointment scheduling, digital forms, and self-serve digital portals.

As an all-in-one CRM, LeadSquared has something for every team! Trigger-based omnichannel marketing automation helps you increase referrals and even collect feedback to improve your services. At the same time, the mobile CRM makes your doctor and nurse’s day easy with reminders, notifications, and workday planning. Managers can monitor their team’s productivity, and view performance reports with just a few clicks to ensure that the internal processes are on track.

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Overall, LeadSquared is an excellent choice for businesses looking for an easy-to-use, affordable Healthcare CRM with 24×7 support!

Creatio CRM

Creatio CRM for healthcare is a specifically designed solution for any medical institution such as a hospital, laboratory, medical center, public or private clinic, etc. With HIPPA-compliant Creatio CRM you can follow the best customer management processes and keep clients’ data compliant and up to date (medical history, visits, medical bills, etc.).

You can also set up an online medical portal to create and track medical appointments. Healthcare CRM provides useful reports & metrics for daily analysis of the clinic’s work.

Creatio helps you to create a single database of all contacts and accounts you work with to build a 360-degree view of all the customers with the entire history of interactions between your employees and the patients. This will help doctors in predicting the patient’s behavior and preferences, thus managing to win their trust over time.

Creatio has long-lasting relationships with some of the world’s most successful organizations, including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group, and many others.


Get free tools for all your needs from HubSpot, which offers one of the best CRM solutions to build a better relationship with your existing and incoming patients. Never worry about manual work; use its easy-to-use CRM to update reports and track the quota of your medical staff. 

You will find a 360-degree view of the entire patient pipeline on your visual dashboard and access all reports on the patient care, billing, fees charged, and follow-ups. You can further use those insights to know your staff’s performance, resulting in growth. 

Experience unlimited users, up to 1,000,000 contacts, and unlimited data with no limit on time or expiration date.

Moreover, you will get enterprise software for sales, marketing, content management, operations, and patient service. Manage appointments and keep track of every patient’s activities to build trust.

Since you have all the data, your team can follow up at the correct time through call, email, or live chat. You will get tools like prospect tracking, email tracking, meeting scheduler, and live chat support. 

Start using HubSpot CRM for free and get every tool you need to maintain a good relationship. 

Zoho CRM

Empower your hospital’s file management system for the proper healthcare of your patients with Zoho Healthcare CRM. This all-in-one patient relationship management software helps transform your business and brings you the best possible solutions under one roof. 

Zoho CRM allows you to redesign your user interface using Canvas and create a personalized environment that meets your general requirements and preferences without writing code. As a result, you will get higher adoption, faster implementation, and better ROI. 

Reach your patients across every channel, including email, telephone, social media, live chat, and email. Get real-time alerts whenever a patient interacts with your hospital so you can measure the effectiveness of the communication.

Find the best channel and time to reach your patients and automate every process to cut-down repetitive and time-intensive tasks. Gain control over the data to improve patient care and follow up with better workflows, trigger instant actions, and stay on the top of every activity.

Make smarter decisions with the help of powerful analytics, and manage patient records and appointment history on the go. You can maintain consistent information about your patient across each department to provide quality service. In addition, streamline your data flow by organizing multiple departmental reports and enabling your team to coordinate with your patient efficiently.

Gather insurance details, issued prescriptions, scanned reports, and every patient’s medical history to quickly build their discharge summary. With Zoho CRM, your patients no longer need to wait for a long time.

Sign up for free to start using the CRM solution and send appointment reminders easily.


Keap offers excellent CRM software to manage your hospital-patient relationship. You can manage appointments and multiple care simultaneously, coordinate with doctors and patients, and send reminders to your patients regarding their medical visits.

Keap provides the flexibility you need to meet your unique business and industry needs. Get an all-in-one CRM automation platform and enhance your hospital or medical revenue. You can collect the list of patients seamlessly and consistently by using Keap’s landing page template, appointment setting, patient filling form, and more.

No need to distract yourself from important work; Keap tracks your patient’s health care facility in the same place. Furthermore, Keap offers different templates for writing texts and emails and sending them to the segmented lists in the CRM. Keep every data in a single place so you can view it from anywhere and take quick action if necessary. In addition, you can access Keap’s CRM solutions on your mobile. 

Trigger your personalized follow-ups tmaintain a good relationship with your patients. You can also integrate thousands of applications into your business and easily sync contacts with integrations of PayPal, Quickbooks, Gmail, and more. 

Take a 14-day free trial that includes a mobile application, expert support, a dedicated business phone line, easy integration with various third-party applications, and more.


Improve your patient-care service with Zendesk, which enables you to meet every patient’s needs and build trust among your patients. Keep your business synchronized with Zendesk and see the magic happening by relaxing in your armchair. 

Enter the new era of conversions with Zendesk’s CRM solutions. Since patients expect a good relationship with a healthcare institution, you can meet those expectations using Zendesk. It will help you deliver a better relationship and experience with your patients and employees at any length. 

Do not waste time searching for the information; Zendesk offers a 360-degree view of every patient’s data in order to deliver more personalized care and support. You can also handle your team’s efficiency and allow your employees to self-service. 

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Integrate essential information from the EHRs, appointment histories, and medical devices so that your team can spend a little time gathering important updates about each patient. Thus, focus on your patients more.

Empower your hospital staff with the featured-packed tool. Take a free trial of the services and experience premium support.


Manage patient appointments, get full visibility into the status of bills, keep track of patient records, and retain patients by providing trust and a better experience with Freshsales Healthcare CRM. Allow your medical staff to implement healthcare CRM into the day-to-day work.

The tool will help you know your patient’s health and send the right message at the right time to show your love and concern for your patient. Freshsales lets you keep track of patients’ activities, schedules, appointments, information, and old records. Medical staff can obtain medical histories of old patients and follow up for their regular health check-ups.

Furthermore, Freshsales allows you to easily create landing pages, track page visits, track actions, chat with the visitors via AI-powered bots, and tailor your email campaigns. Through this, you can build trust among your new patients.

Freshsales is an intuitive and comprehensive healthcare software that helps in building cordial relationships with your patients as well as staff. It stores doctor and patient information in a single place so your medical team can access the data immediately.

Freshsales healthcare CRM is all set to give a clear view of basic patient information and their medical records. It also allows you to track their bills and fees charged by doctors.

Kapture CRM

Provide proper patient care and handle your employees with Kapture CRM for a better experience. Don’t miss any essential things for patients with proper data management and faster alerts when a patient is getting in or out of the hospital. 

You can also keep a tab on every doctor on the payroll for easy management. Kapture CRM makes your work easier than ever by ensuring the safety of each patient through proper communication and channeling with hospital staff. 

best healthcare crm

Kapture CRM shows source-wise appointments, center-wise performance, department-wise performance, and patient status reports in one place. Unify all the appointment requests from different channels into a single receiving desk and remove all the hassle. 

Existing patient requests get attached automatically to the patient’s account. For new requests, it creates a new account. You can also integrate Kapture CRM with your existing mobile application for easy appointment and query requests. 

Automate the task related to appointment or routine check-up requests, save your team’s time with automation, and focus on patient care. Kapture CRM can also auto-detect each request and assign them across different centers to the available doctors based on booking preferences. 

Choose a perfect plan or start your free trial. 


Everything regarding patients may be tracked with ease. HIPAA CRM records everything from the Company or Contact level, whether you’re tracking medical supplies or services. All essential account information, such as important contacts, conversation logs, shared files, account partners, and more, is easily accessible through HIPAA CRM. 

HIPAA CRM stands out from the competition thanks to its sophisticated call monitoring, call scheduling, and automation tools. You may get a current, complete overview of all your order and treatment activities with the help of the software’s order and treatment tracking tool and dashboard. Understand where each patient is in the therapy cycle.

You may export data from HIPAA CRM at any moment, and you can always receive an accurate overview of all of your data. Customers of the Professional edition additionally benefit from the 1-click ease of a whole backup mechanism, which zips up all the data in your CRM into a single straightforward file. 

HIPAA CRM may send you email, SMS, or screen pop-up notifications to let you know about future events and meetings. You may use a variety of methods and rules to set alerts, such as when new data is entered. Organizations benefit from faster resolution of customer-reported problems because of integration between sales and post-treatment support management.


Healthcare organizations may enhance profitability, optimize sales processes, and develop lasting patient connections with the use of a CRM. Insightly is very versatile and configurable, simple to integrate, and offers a short time-to-value.

Get a cloud platform with strong, contemporary features without paying business fees. The CRM is designed for growth. You won’t outgrow it, but it will grow with you, as it is simple to adopt and utilize daily throughout your whole organization.

Gather pertinent information about each lead. Distribute leads depending on your defined criteria after prioritizing them with your teams. Enable teams to see the status of each contract in real time.

With Insightly, you can utilize your pipelines to effectively track, manage, and nurture transactions and learn what’s driving the growth of your company and where the hazards are.

Furthermore, you can utilize customized pipelines to manage opportunities and increase the speed of the sales and delivery process. Teams are enabled to close sales and provide services more quickly and effectively by providing straightforward, automated, and scalable procedures.

Companies like Community Care, Evolve, Mediconnect, etc use Insightly. You can even reduce the possibility of human mistakes and limit the amount of unnecessary processes and tasks. Eliminate low-value activities from your team’s workload to increase employee engagement. Take control of your data by ensuring that only the appropriate individuals have access at all times.


Even for beginners, Onpipeline makes it simple to enhance productivity and revenue! Onpipeline’s sales pipelines give you information based on the state of the pipeline, which helps you keep track of your deals. View the number of transactions in each step of the sales process, sort, filter, and decide which deals to move.

Keep records of your prospects and clients, including details of their contacts with your company. You may upload files, keep notes, start calls or emails with a single click, and view call and email records, all on one page! Planning is essential, particularly in sales CRM. Tasks, calls, emails, meetings, and deadlines may all be planned and connected to transactions and contacts.

Additionally, you may design unique activities to tailor the CRM to your company’s needs. An automatic reminder may be sent to your contact through email or SMS. Additionally, you may alter the reminders to contain whatever details you like, including time, date, location, etc.

Using Onpipeline, you may make a phone call or send an SMS with only one click. View, manage, and arrange calls that are automatically connected to the right person or deal. You may also read and write emails for your team or yourself. Email correspondence is recorded and assigned to the relevant person.


Your time is valuable. Spend it on what matters the most – caring for all your patients. Whether you are a small clinical lab or a large healthcare institution, CRM works in every field.

Of all the CRM for hospitals software mentioned above, choose the best one to meet your business needs. Start implementing the best CRM solution to experience powerful features and benefits for your organization. 

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