Powering Patient Care: 22 Best Healthcare CRM Software In 2024
10 Best Healthcare CRM Software Shortlist
Here's my pick of the 10 best software from the 22 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Navigating the vast world of CRM software as a healthcare professional can feel overwhelming, but I understand your unique needs and the challenges you face. CRM software isn't just about managing contacts - it's a crucial tool for improving patient communication, managing appointments and referrals, tracking patient medical history and trends, and simplifying billing and coding.
I know that a key pain point in healthcare management is juggling numerous tasks and responsibilities while trying to provide top-notch patient care. That's why I've shortlisted these healthcare CRM software options for you. Each one offers a solution to streamline your processes, improve communication, and help you focus on what truly matters: your patients.
What Is Healthcare CRM Software?
Healthcare CRM software, or Customer Relationship Management software, is a specialized tool used primarily by medical professionals, clinics, and hospitals. The central function of this software solution is to manage and analyze patient interactions and data throughout the patient lifecycle. This allows healthcare providers to enhance patient care, manage interactions, and nurture relationships more effectively.
Users include anyone from solo practitioners to large healthcare systems, and the software aids in managing patient information, appointments, referrals, communication, billing, and even outreach efforts. It's a tool that enables professionals in the healthcare industry to seamlessly integrate all facets of patient management into one accessible and efficient system.
Best Healthcare CRM Software Summary
| Tools | Price | |
|---|---|---|
| vcita | From $29/month (billed annually) | Website |
| LeadSquared | From $400/user/month (billed annually) | Website |
| Really Simple Systems | From $14/user/month. | Website |
| Aesthetics Pro | From $149/month, (billed annually). | Website |
| Zoho for Healthcare | From $20/user/month. | Website |
| Pipedrive | From $12.50/user/month, (billed annually). | Website |
| Efficy | From $35/user/month, (billed annually). | Website |
| SolutionReach | From $299/user/month | Website |
| Thryv | From $15/user/month | Website |
| Salesforce Financial Services Cloud | From $25/user/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareBest Healthcare CRM Software Reviews
Vcita is a healthcare CRM solution designed specifically for small businesses. The platform aims to streamline customer relations and improve client communication for small-scale healthcare providers.
Why I Picked Vcita: I picked Vcita for its direct focus on small healthcare businesses, delivering a streamlined CRM that simplifies and improves client communications. Its distinct capability to cater to smaller businesses makes it stand out. Vcita is 'best for' small healthcare businesses due to its scalable, user-friendly CRM solutions that specifically address the challenges these enterprises face.
Standout Features & Integrations:
Vcita has a comprehensive set of features including appointment scheduling, online payments, and client communication tools. It integrates well with various software platforms such as Google Calendar, PayPal, and Quickbooks, ensuring a smooth workflow.
Pros and cons
Pros:
- Affordable pricing
- Variety of integrations for smoother workflow
- Tailored for small healthcare businesses
Cons:
- Relatively limited functionality compared to some larger CRMs
- Limited features in free trial
- May not be suitable for large healthcare organizations
LeadSquared is a robust healthcare CRM system that ensures the efficient management of patient data while remaining fully HIPAA-compliant. It provides a secure environment for healthcare providers to manage and engage with patients effectively.
Why I Picked LeadSquared: I chose LeadSquared for its strong commitment to HIPAA-compliant data management, which is a crucial requirement in the healthcare sector. Its distinctive quality is its rigorous focus on security add-ons, making it stand out from other CRM solutions. Given its Health Insurance Portability and Accountability Act (HIPAA) compliance, LeadSquared is 'best for' healthcare organizations seeking a secure environment for patient data management and engagement.
Standout Features & Integrations:
LeadSquared offers a variety of essential features including patient demographics tracking, appointment scheduling, and digital records management. It integrates smoothly with other healthcare software systems such as EHRs and billing systems, facilitating a unified patient care platform.
Pros and cons
Pros:
- Smooth integration with existing systems
- Variety of patient management features
- HIPAA-compliant
Cons:
- More suited to larger organizations due to its complex features
- Might be cost-prohibitive for smaller practices
- No free plan available
Really Simple Systems is a CRM solution designed with simplicity in mind, while also ensuring compliance with healthcare regulations such as HIPAA. It caters to healthcare providers looking for an easy-to-use system to manage patient relationships and data securely.
Why I Picked Really Simple Systems: In selecting this tool, what caught my attention was its balance between simplicity and regulatory compliance. While many CRM systems can be overly complex, Really Simple Systems differentiates itself by offering an easy-to-use interface without compromising on necessary HIPAA-compliant features.
Therefore, it's my pick as the 'best for' providers in search of a straightforward, HIPAA-compliant CRM solution.
Standout Features & Integrations:
The tool's standout features include its patient data management, patient relationship management (PRM), and reporting capabilities, as well as the simplicity of its interface. Its integrations include popular tools like Microsoft Office 365, Google Workspace, and Zapier, allowing users to sync their existing systems seamlessly.
Pros and cons
Pros:
- Availability of a free version
- HIPAA-compliant
- Simplicity in interface and functionality
Cons:
- Could lack complex features needed by larger organizations
- Limited storage in the free version
- More advanced features only in premium plans
Aesthetics Pro is a cloud-based, medical spa management solution that offers electronic medical records (EMR), appointment scheduling, and marketing services. It's designed specifically for the aesthetics industry, making it a great fit for clinics in this field.
Why I Picked Aesthetics Pro: In making my selection, I looked at the industry-specific needs of aesthetics clinics. Aesthetics Pro stood out with its unique blend of EMR, practice management, and marketing tools tailored for this industry. Its specialization makes it an ideal choice for clinics in the aesthetics industry, effectively handling their unique workflow and patient management needs.
Standout Features & Integrations:
Aesthetics Pro stands out with its comprehensive electronic medical records (EMR) system, client-facing portal for appointment scheduling, and in-built marketing tools such as email marketing automation and lead tracking. Its integrations are mainly payment processors, like Square and CardConnect, which can facilitate smoother financial transactions.
Pros and cons
Pros:
- Integrated marketing tools
- Comprehensive EMR system
- Industry-specific features tailored for aesthetic clinics
Cons:
- An additional onboarding fee applies
- Higher starting price compared to some other CRMs
- No free plan, only a free demo
Zoho for Healthcare is a specialized Customer Relationship Management (CRM) solution designed to cater to the unique needs of the healthcare sector. Its robust set of features and functionalities aims to streamline operations, from patient management to billing, making it a comprehensive tool for healthcare providers.
Why I Picked Zoho for Healthcare: I selected Zoho for Healthcare because it is a healthcare-specific Zoho CRM tool. Its standout characteristic is its capacity to address industry-specific challenges such as patient management and compliance with healthcare regulations. The tool's unique design for the healthcare sector makes it the 'best for' comprehensive, healthcare-specific CRM requirements.
Standout Features & Integrations:
Zoho for Healthcare boasts features such as a 360-degree view of patient records, appointment scheduling, invoicing, and billing management. It also includes collaboration tools to improve communication within the organization. Zoho integrates seamlessly with other Zoho products, as well as popular platforms like Microsoft Office 365 and G Suite.
Pros and cons
Pros:
- Seamless integration with Zoho ecosystem and other popular platforms
- Comprehensive feature set
- Tailored for healthcare industry needs
Cons:
- Relatively steep learning curve for those unfamiliar with the Zoho ecosystem
- May be more expensive compared to generic CRM tools
- No free tier, only a trial version
Pipedrive is a robust Customer Relationship Management (CRM) tool specifically designed with sales teams in mind. It facilitates sales process tracking, aiding healthcare organizations in better managing and optimizing their sales pipelines.
Why I Picked Pipedrive: In comparing different CRMs for this list, I chose Pipedrive for its strong focus on sales process management. It is designed to provide an easy-to-use platform that streamlines pipeline management. It is uniquely suitable for healthcare organizations aiming for new patient acquisition and retention to optimize their sales process.
It's especially beneficial for sales process tracking in the healthcare sector, where maintaining a well-managed sales pipeline can be crucial.
Standout Features & Integrations:
Pipedrive shines with features such as pipeline management, sales reporting, invoicing, and email tracking. Moreover, it boasts integration capabilities with numerous mobile apps and platforms including, but not limited to, Google Apps, MailChimp, Trello, and Zapier, providing the flexibility that healthcare organizations might need.
Pros and cons
Pros:
- User-friendly interface
- Extensive integration capabilities
- Strong focus on sales process tracking
Cons:
- Healthcare-specific features may be limited
- Advanced features only available at higher price tiers
- No free plan available, only a free trial
Efficy is a highly customizable CRM solution designed to adapt to the specific needs of your healthcare practice. It offers a central place for all your client data, allowing for dynamic data management that’s crucial for a fluid healthcare practice.
Why I Picked Efficy: I selected Efficy because of its impressive flexibility and its focus on dynamic data management. In an industry where client data changes rapidly, Efficy's adaptability makes it stand out. Its strength lies in managing complex data dynamics, making it the optimal choice for healthcare professionals seeking a CRM tool that can grow and evolve with their practice.
Standout Features & Integrations:
Efficy's standout features include a comprehensive customer database, opportunity management, segmentation, and marketing campaign management. Its dynamic data management capability allows healthcare professionals to stay updated with their clients' data effectively. As for integrations, Efficy provides an open API, making it compatible with multiple software, including Microsoft, Google Apps, and many telephony systems.
Pros and cons
Pros:
- Open API for flexible integration
- Strong dynamic data management
- High level of customization
Cons:
- Requires a learning curve to fully utilize its extensive features
- Pricing can be steep for small practices
- No free trial or free version
Solutionreach serves as a comprehensive healthcare communication platform, optimizing patient engagement and interactions. Its tools focus on forging strong, meaningful relationships between healthcare providers and their patients.
Why I Picked Solutionreach: I picked Solutionreach because it stands out with its robust patient communication tools, which are the backbone of any thriving healthcare practice. It offers innovative ways to engage patients, making it best for healthcare providers who prioritize open and transparent communication. In my assessment, its ability to enhance patient engagement and the overall experience sets it apart from other medical CRM software.
Standout Features & Integrations:
Key features of Solutionreach include automated real-time appointment reminders and follow-up notifications, patient surveys, and a patient portal. The platform also allows for effective communication via sms, email, and voice. Regarding integrations, Solutionreach syncs well with a wide range of electronic health record (EHR) & PM systems, making data transfer smooth and efficient.
Pros and cons
Pros:
- Wide range of EHR & PM system integrations
- Comprehensive patient engagement features
- Robust patient communication tools
Cons:
- Could be cost-prohibitive for small practices
- Pricing information is not transparent
- No free trial or free version
Thryv is a client management platform that consolidates numerous business tasks into one system, helping businesses manage clients more effectively. It is particularly suited for businesses seeking an all-in-one solution for managing every stage of the client journey.
Why I Picked Thryv: Choosing Thryv for this list was primarily driven by its holistic approach to client management. In contrast to other platforms, Thryv provides a unified suite of tools for businesses, reducing the need for multiple disjointed systems. Its stand-out capability to handle client management from end-to-end is why I consider it the 'best for' businesses looking for comprehensive client management solutions.
Standout Features & Integrations:
Thryv's critical features include contact and lead management, appointment scheduling, communication tools, and online payment processing. For integrations, it connects with popular platforms like QuickBooks, WordPress, Gmail, and Outlook, providing a well-rounded approach to end-to-end client management.
Pros and cons
Pros:
- Tailored pricing plans
- Integrates with popular platforms
- Comprehensive client management tools
Cons:
- May have a learning curve due to the range of features
- Pricing is not transparent
- No free plan
Best for advanced analytics and data management
Salesforce is a cloud-based CRM platform that offers an extensive range of features for managing customer relationships, sales, marketing, and more. Its advanced analytics and data management capabilities make it a powerful tool for businesses looking to extract insights from their data.
Why I Picked Salesforce: I picked Salesforce for its powerful analytics and robust data management features. Salesforce distinguishes itself with Einstein Analytics, its artificial intelligence (AI) system that leverages data to provide business insights and predict outcomes. I deem Salesforce 'best for' businesses that require advanced analytics and data management due to its ability to harness and interpret large amounts of data effectively.
Standout Features & Integrations:
Salesforce provides advanced features like contact and lead management, opportunity management, and customizable report templates and dashboards. It's particularly recognized for Einstein Analytics, which offers predictive analytics and machine learning capabilities. Salesforce has numerous integrations, including with software such as Microsoft Office, Google Workspace, Slack, and Mailchimp, enhancing its versatility.
Pros and cons
Pros:
- Extensive integration options
- Wide array of features and customizability
- Advanced analytics and data management capabilities
Cons:
- The cost can be high, particularly for small businesses
- Can be complex and overwhelming for new users
- No permanent free plan, only a trial
Other Healthcare CRM Software
Below is a list of additional healthcare CRM software that I shortlisted, but did not make it to the top 10. Definitely worth checking them out.
- monday.com
For healthcare teams needing project management integrated CRM
- Zendesk
For customer support ticketing in healthcare
- Caspio
Good for customizable healthcare management software
- Veeva
Good for pharmaceutical and biotechnology companies
- HubSpot
Good for all-in-one marketing, sales, and service platform
- NextHealth
Good for integrating with various EHR systems
- Freshsales
Good for an intuitive interface and AI-driven insights
- Odoo
Good for open-source CRM with diverse business application integrations
- Sequence Health
Good for integrating CRM and electronic medical record systems
- VerioMed
Good for AI-powered healthcare CRM and data management
- Kapture
Good for mobile-first healthcare CRM operations
- Insightly
Good for project management-focused healthcare CRM
Selection Criteria For Healthcare CRM Software
When evaluating healthcare CRM software, there are several criteria that are key to identifying the most effective and useful tools. I've tested dozens of health and wellness CRM tools and was really looking for features that streamline patient management, data privacy, interoperability, and user-friendly interfaces. Here are the specific criteria that were most important in my selection process:
Core Functionality
- Streamlined patient management: The tool should facilitate easy scheduling, tracking, and managing of patient appointments.
- Data privacy: Given the sensitivity of health-related data, a top-tier CRM for healthcare should offer robust security features, complying with standards like HIPAA.
- Interoperability: It should smoothly integrate with other software in use, like EHR/EMR systems, billing software, and appointment scheduling platforms.
Key Features
- Contact management: The ability to track and manage patient contacts effectively is crucial.
- Communication tools: Integrated communication features such as email or messaging systems for streamlined contact with patients are desirable.
- Patient Portal: An interactive portal where patients can book appointments, view their health records, and communicate with healthcare providers enhances the overall patient journey.
- Reporting and analytics: Tools should provide insightful reports about patient behavior, appointment schedules, and other relevant metrics.
Usability
- Intuitive user interface: Healthcare CRMs should offer a clean and intuitive interface that's easy to navigate, even for non-tech-savvy users.
- Easy onboarding and training: A good health and CRM will have extensive onboarding resources, tutorials, or even a dedicated customer success manager.
- Role-based access: Given the sensitive nature of healthcare data, the CRM should enable admins to easily define access rights for different user roles, from doctors to receptionists.
- Reliable customer support: Rapid response times, 24/7 availability, and knowledgeable support staff can greatly impact the usability and overall experience of a healthcare CRM tool.
Most Common Questions Regarding Healthcare CRM Software (FAQ's)
What are the benefits of using healthcare CRM software?
Healthcare CRM software offers numerous benefits that help improve patient care and enhance the efficiency of healthcare providers:
- Streamlined Patient Management: A healthcare CRM allows you to schedule, track, and manage patient appointments in one place.
- Enhanced Communication: CRM tools often feature integrated communication systems that facilitate seamless interaction with patients.
- Improved Data Management: These platforms assist in managing patient records securely, ensuring easy access while maintaining data privacy.
- Personalized Patient Experience: A CRM can help provide personalized care by tracking patient history and preferences.
- Data-Driven Decision Making: CRM software often includes analytics and reporting tools, providing insights that can inform strategic decisions.
How much does healthcare CRM software cost?
The cost of healthcare CRM software can vary widely based on the features, integrations, and scale of use. Pricing models typically range from per user per month, to a flat rate per month, to even annual contracts.
What are the typical pricing models for healthcare CRM software?
The most common pricing models for healthcare CRM software are subscription-based, either billed monthly or annually. Some providers offer tiered pricing, with different plans offering varying levels of features and user limits.
What's the typical range of pricing for healthcare CRM software?
Pricing can range from around $10 per user per month for basic plans, to over $200 per user per month for more comprehensive solutions with advanced features and integrations.
Which are the cheapest and most expensive healthcare CRM software?
The cheapest options include tools like Insightly and Zoho, with starting prices around $10-$15 per user per month. More expensive platforms include Salesforce Health Cloud and Microsoft Dynamics 365, which can cost upwards of $200 per user per month depending on the specific plan and features.
Are there any free healthcare CRM options?
While there are CRM platforms that offer free tiers, such as HubSpot and Zoho, these are typically quite limited and may not include the specific healthcare-focused features required. It’s essential to consider the features and integrations needed when assessing whether a free option is suitable.
Other Healthcare Software Reviews
- Patient management software
- Patient engagement software
- Urgent care EMRs
- Clinic management software
- Healthcare supply chain software
- Healthcare BI tools
Summary
In conclusion, selecting the right healthcare CRM software can significantly improve the efficiency and effectiveness of healthcare operations. It can streamline patient management, enhance communication, and foster personalized patient experiences. However, the best tool for your organization will depend on your unique needs and goals.
Key takeaways:
- Understand your needs: Before choosing a CRM, it's vital to understand what you need from the tool. Are you looking for better data management, enhanced communication, or more insightful analytics? Identifying your key requirements will guide your selection process.
- Consider usability: The best CRM is one that your team will actually use. Look for a tool with an intuitive interface, accessible customer support, and effective onboarding resources to ensure your team can make the most of the software.
- Evaluate cost-effectiveness: While pricing is an essential factor, the cheapest option isn't always the best. Evaluate the tool's features and potential return on investment to determine the most cost-effective solution for your organization.
What Do You Think?
Of course, this is not an exhaustive list of all the healthcare CRM software available in the market. If you've had a positive experience with a tool not mentioned in this guide, I love to hear about it! Feel free to suggest other tools that have worked well for your healthcare organization, and I'll consider including them in future updates to this list. Your input helps make our resources even better.