Best Healthcare CRM Software

The best healthcare CRM software are Veeva CRM, HC1 Healthcare CRM, Salesforce Health Cloud, VerioMed, and influence Health. The medical CRM software personalizes and improves patient care services. Compare and choose the perfect healthcare CRM for your business.

Rohit Rajpal
Researched and Written by Rohit Rajpal
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Supriya Bajaj
Reviewed and Edited by Supriya Bajaj
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Most Popular Healthcare CRM Software

This listing showcases software based on user recommendations and popularity. It also highlights products from our valued client partnerships.

SoftwareSuggest offers verified & unbiased user reviews based on user ratings and feedback. Our ratings and reports do not contain any paid placements. Learn more about our ranking methodology.

List of 20 Best Healthcare CRM Software

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Contenders | 2025

One platform to automate end-to-end customer journ

Product Description

This information is provided by vendor.

Creatio is a global vendor of a no-code platform built for large organizations to streamline workflows and CRM. With unlimited customization, scalable solutions, and ready-to-use tools, Creatio empowers enterprises to own their automation with ease. Read More About Creatio

Creatio Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Document Management
  • Mobile CRM
  • Collaboration Tools
  • Analytics And Reporting
  • Knowledge Management
  • Case Management
  • Campaign Management
  • Customer Segmentation
  • View all Features
4.8
out of 5 (4 Reviews)
Features
4.8
Ease of Use
4.8
Value for Money
4.8
Customer Support
4.8
Viral Virani

My company depends mainly on the quality of customer center performance. It was a huge relief when we launched BPM Online CRM. Every single task is organized in a way that speeds up the workflow and improves our service for customers. My team is able to process all client requests on time without the help of any agents. BPM Online CRM has truly become an important asset for my firm. We have received some really positive feedback. My firm has largely benefited from the implementation of this CRM software. My team uses all the analysis functions related to work performance for our service agents. This feature helped us evaluate the time spent by every agent on different activities. It also helped us reduce the amount of time spent on data input and analysis. Overall, I have observed an immense amount of efficiency in the workflow and business processes ever since we deployed BPM Online CRM.

Read all 4 Reviews

Creatio Features and Usability-Based User Satisfaction Score

Rating Score 9.6

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Category Champions | 2025

Product Description

This information is provided by vendor.

Zoho CRM for Healthcare is a customizable solution for medical sales reps to communicate better with healthcare organizations. It is an omnichannel communication platform that gives you a complete knowledge base about your patients in one place. Zoho healthcare CRM improves productivity and accelerates sales... Read More About Zoho CRM

Zoho CRM Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Web Forms
  • Role Based Security
  • Zia Ai
  • Inventory Management
  • Reports And Dashboards
  • Blueprint
  • Deal Management
  • Lead Management
  • View all Features

Standard

$ 11

User/Month, Billed Annually

Professional

$ 19

User/Month, Billed Annually

Enterprise

$ 33

User/Month, Billed Annually

4.6
out of 5 (51 Reviews)
Features
4.6
Ease of Use
4.7
Value for Money
4.6
Customer Support
4.5
Jemila Oseni
Sales Consultant

Zoho CRM is one of the best choices I have ever made. It offers lots of compatibility features.

Read all 51 Reviews

Zoho CRM Features and Usability-Based User Satisfaction Score

Rating Score 9.2

Rating Score

Out of 10

Review Score 10.0

Review Score

Out of 10

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 8.8

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Contenders | 2025

Product Description

Insightly is a simple-to-use yet powerful CRM system for small businesses. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smartphones; and easy access to a REST API for custom integration, Insightly is the leading... Read More About Insightly CRM

Insightly CRM Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Lead Management
  • Task Management
  • Customer Support
  • Custom Dashboards
  • Opportunity Management
  • Pipeline Management
  • Project Management
  • Custom Fields
  • View all Features

Free

$ 0

User/Month/Billed Annually

Basic

$ 12

User/Month/Billed Annually

Plus

$ 29

User/Month/Billed Annually

Professional

$ 49

User/Month/Billed Annually

4.3
out of 5 (6 Reviews)
Features
4.3
Ease of Use
4.5
Value for Money
4.2
Customer Support
4.3
Mir Nayeem Ul Haq
Founder

Insightly CRM has been essential in helping our organization manage customer relationships. The platform is easy to use and very flexible, allowing us to customize it to fit our specific needs. Additionally, Insightly integrates easily with our other business applications, making it a valuable part of our workflow. The lead routing and workflow automation features have also been beneficial in keeping our sales process organized and efficient. Finally, since we are a small organization with clients in different countries, Insightly's ability to keep track of our interactions and sales process has been invaluable. Overall, I have been delighted with Insightly and recommend it to any business looking for a comprehensive CRM solution.

Read all 6 Reviews

Insightly CRM Features and Usability-Based User Satisfaction Score

Rating Score 8.6

Rating Score

Out of 10

Review Score 2.0

Review Score

Out of 10

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 6.0

Visitor Score

Out of 10

Software by ScienceSoft

Product Description

This information is provided by vendor.

ScienceSoft is healthcare CRM software that facilitates referral management to build long-lasting relationships with healthcare professionals, maximizing the influx of patients. It keeps track of all referrals, collects patient information and feedback, gives detailed insight into patients satisfaction and interactions with the doctor, and provides... Read More About ScienceSoft

ScienceSoft Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Patient Portal
  • Referral Management
  • Telemedicine Integration
  • Patient Feedback
  • Prescription Management
  • Insurance Verification
  • Electronic Health Records (ehr)
  • Customizable Dashboards
  • View all Features

Software by Evariant, inc

Product Description

Evariant is the best healthcare CRM software for managing physician relationships. It helps create targeted outreach plans, track physician outreach, measure the impact of outreach efforts, and provide insights to achieve growth and measure progress. Thus, this physician relationship management tool enables improving patient relationships... Read More About Evariant

Evariant Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Hipaa Compliance
  • Predictive Analytics
  • Survey And Feedback Tools
  • Email Marketing
  • Mobile Access
  • Data Integration
  • Patient Engagement
  • Social Media Integration
  • View all Features

Emergents | 2025

Product Description

"Salesboom is an award-winning healthcare CRM software for hospitals or any medical, clinical, or wellness organization. With features like delivering and accommodating all patient, product, and supplier data, engaging with patients via their preferred channels, managing a workforce from a single location, and providing customized... Read More About Salesboom CRM

Salesboom CRM Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Quote Management
  • Mobile Access
  • Social Media Integration
  • Customizable Dashboards
  • Opportunity Management
  • Customer Support
  • Contact Management
  • Lead Management
  • View all Features

Team

$ 14

User/Month

Get Pricing

Professional

$ 45

User/Month

Get Pricing

Enterprise

$ 95

User/Month

Get Pricing
4.5
out of 5 (4 Reviews)
Features
4.5
Ease of Use
4.5
Value for Money
4.5
Customer Support
4.5
Mira Kevani

Salesboom has smart functions like Intelligent Lead Generation and Smart Social Functions that promote team collaboration. We were amazed by the ease of use along with the powerful collaborative features that it offers. Reduce your administrative tasks and maximize sales revenue with Salesboom!

Read all 4 Reviews

Salesboom CRM Features and Usability-Based User Satisfaction Score

Rating Score 9.0

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 4.0

Visitor Score

Out of 10

Top Software Development Company

Product Description

This information is provided by vendor.

Elinext is one of the best CRMs for healthcare representatives. It advances the healthcare sector to promote patient health levels, improve customer loyalty and retention, streamline processes, and provide personalized services. Elinext helps with the coordination of the patient database, assists with appointments, and manages... Read More About Elinext

Elinext Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Marketing Automation
  • Task Management
  • Lab Integration
  • Electronic Health Records (ehr)
  • Secure Messaging
  • Prescription Management
  • Referral Management
  • Compliance Tracking
  • View all Features
Enabled

Contenders | 2025

Product Description

This information is provided by vendor.

LeadSquared is India’s number-one hospital CRM software for lead management. It is ideal for healthcare businesses as it helps improve patient relationships, increase new patient acquisition and retention ratios, and enhance patient experiences by automating appointment booking, physician onboarding, information tracking, and more, all through... Read More About LeadSquared

LeadSquared Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Lead Nurturing
  • Workflow Automation
  • Third Party Integrations
  • Api Access
  • Sales Tracking
  • Email Marketing
  • Lead Capture Automation
  • Customizable Dashboards
  • View all Features

Sales Pro

$ 35

User/Month

Get Offer
4.7
out of 5 (6 Reviews)
Features
4.3
Ease of Use
4.8
Value for Money
4.2
Customer Support
4.5
Imran Faruquei

As a sales manager, when handling a large team of sales reps, we face many challenges in tracking every prospect lead and their activities. However, LeadSquared has almost everything in its advanced filter options. Think of anything you want to know about your leads, and you will find it in LeadSquared. I strongly recommend LeadSquared CRM for a sales company.

Read all 6 Reviews

LeadSquared Features and Usability-Based User Satisfaction Score

Rating Score 9.4

Rating Score

Out of 10

Review Score 2.0

Review Score

Out of 10

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 7.5

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Contenders | 2025

Product Description

This information is provided by vendor.

Trail medical CRM software is the need of the hour for Indian pharmaceutical companies. Trail is the only affordable pharma CRM in India that offers quick setup, system-generated call plans, doctor-wise ROI, geofencing, geotagging, sales management, advanced insights, a 360-degree view of reps, products, customers,... Read More About Trail Pharma CRM

Trail Pharma CRM Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Expense Management
  • User Access Control
  • Target Vs Achievement
  • Email Integration
  • Stockist Management
  • Sms Integration
  • Geo Tagging
  • Chemist Management
  • View all Features
5.0
out of 5 (9 Reviews)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
V Yuvaraj
Regional sales manager

Great software that all pharma companies should experience. We will continue using your service at Siloam Pharmaceuticals Private Limited. Dear pharma companies, please try it out.

Read all 9 Reviews

Trail Pharma CRM Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

Review Score 2.0

Review Score

Out of 10

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 4.0

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Contenders | 2025

Product Description

This information is provided by vendor.

eHealthFlex is one of the best CRM software for healthcare industry professionals. eHealthFlex fast-tracks inpatient administration processes, outpatient management, lab information management, pharmacy management, inventory management, and billing solutions. eHealthFlex’s online consultation platform enables connecting with patients over the internet and never lets anything affect... Read More About eHealthFlex

eHealthFlex Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Billing And Invoicing
  • Radiology Management
  • Telemedicine Integration
  • Laboratory Management
  • Pharmacy Management
  • Bed Management
  • Patient Portal
  • Inventory Management
  • View all Features

Flex-HIS

$ 417

Per Year

Get Offer
5.0
out of 5 (2 Reviews)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
Mansour khaled

A super cool program, very fast, easy to use, and powerful. Feel lightning fast while using it.

Read all 2 Reviews

eHealthFlex Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 7.5

Freshness Score

Out of 10

Social Score 10.0

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Contenders | 2025

Product Description

This information is provided by vendor.

Dquip CRM for the healthcare industry is the best CRM for doctors, hospitals, clinics, medical labs, diagnostic centers, medical tourism providers, healthcare equipment manufacturers, retailers of medical equipment, and all other healthcare businesses. It helps manage doctor schedules, patient appointments, information, diagnoses, and histories, as... Read More About Dquip's CRM

Dquip's CRM Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Document Management
  • Territory Management
  • Customer Support Management
  • Mobile Access
  • Task Management
  • Order Management
  • Product Catalog
  • Quote Management
  • View all Features
4.8
out of 5 (4 Reviews)
Features
4.8
Ease of Use
4.8
Value for Money
4.8
Customer Support
4.8
Nishith Sharma

Its integration is very easy, creating a seamless lead flow. It is hassle-free and provides fairly good customer service. This software has helped us stay organized like nothing else has. I like the layout of the site and feel that it is easier to navigate. Its search engine is easy to use and overall very well integrated with our input software.

Read all 4 Reviews

Dquip's CRM Features and Usability-Based User Satisfaction Score

Rating Score 9.6

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 6.0

Visitor Score

Out of 10

Category Champions | 2025

Product Description

This information is provided by vendor.

EngageBay is a simple, powerful, all-in-one marketing, sales, and service automation software with free CRM for startups and growing businesses. EngageBay helps you automate your marketing, sales, and support by combining lead generation, email marketing, marketing automation, CRM & social media engagement, helpdesk, and ticketing. Read More About EngageBay

EngageBay Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Email Marketing
  • A/b Testing
  • Social Suite
  • Appointment Scheduling
  • Task Management
  • Custom Reporting
  • Deal Management
  • Lead Scoring
  • View all Features

Free

$ 0

User/Month

Basic

$ 15

User/Month

Growth

$ 50

User/Month

Pro

$ 80

User/Month

4.7
out of 5 (102 Reviews)
Features
4.8
Ease of Use
4.7
Value for Money
4.9
Customer Support
5.0
Lauren
Sales and Marketing Analyst

EngageBay is a wonderful CRM that offers a wide range of features and is very easy to use, with a simple interface. Along with the best software, it offers excellent customer support.

Read all 102 Reviews

EngageBay Features and Usability-Based User Satisfaction Score

Rating Score 9.4

Rating Score

Out of 10

Review Score 10.0

Review Score

Out of 10

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 9.7

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Most Reviewed

Category Champions | 2025

Product Description

This information is provided by vendor.

"Halemind is the best software for the healthcare industry. It is customizable software ideal for private clinics, hospitals, pharmacies, and laboratories. It streamlines management tasks, including appointment scheduling, OT management, ward management, patient registrations, patient portals, pharmacy management, revenue management, etc., so that professionals can... Read More About Halemind

Halemind Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Patient Portal
  • Insurance Management
  • Multi Location Support
  • Inventory Management
  • Feedback Management
  • Electronic Medical Records (emr)
  • Doctor Portal
  • Customizable Templates
  • View all Features

Starter

$ 104

Per Year

Get Offer

Standard

$ 278

Per Year

Get Offer

Premium

$ 555

Per Year

Get Offer
5.0
out of 5 (5 Reviews)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
Puneeth
General Physician

Prescription templates and bill templates help me a lot. Onboarding and account setup were done in no time. I liked the service and quick response. Thank you, Halemind.

Read all 5 Reviews

Halemind Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 9.8

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Category Champions | 2025

Product Description

This information is provided by vendor.

iCRM is a cutting-edge, next-generation CRM to fuel the growth of your healthcare business. It helps track and manage all healthcare activities and makes communication easier with its support for automation. The flexible and scalable healthcare CRM app of iCRM helps manage all patient and... Read More About iCRM

iCRM Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Social Media Integration
  • Marketing Automation
  • Api Access
  • Pipeline Management
  • Task Management
  • Customer Support
  • Third Party Integrations
  • Customizable Dashboards
  • View all Features

SEED

$ 8

Single User

Get Offer

SAPLING

$ 11

Full Licence/ Single User

Get Offer

PLANT

$ 17

Full Licence/Single User

Get Offer

TREE

$ 19

Full Licence/Single User

Get Offer
5.0
out of 5 (6 Reviews)
Features
4.8
Ease of Use
5.0
Value for Money
5.0
Customer Support
4.7
Rakesh S
COO

iCRM has features that cater to both organizational and functional levels and has been one of the most impressive CRMs we have come across to date. We have used other CRMs; however, iCRM has unique features, such as calling customers, collecting customer feedback and reviews, maintaining a repository, and a few on-demand solutions.

Read all 6 Reviews

iCRM Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

Review Score 2.0

Review Score

Out of 10

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 10.0

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Contenders | 2025

Product Description

This information is provided by vendor.

Assistive is a revolutionary CRM software designed to help sales teams achieve excellence by closing more deals in less time. Unlike traditional CRM systems, Assistive makes data collection effortless with its intuitive and automated features, enabling easy adoption. Read More About Assistive

Assistive Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Role Based Access Control
  • Email Integration
  • Task Management
  • Social Media Integration
  • Sales Forecasting
  • Contact Management
  • Data Import/export
  • Third Party Integrations
  • View all Features

Starter

$ 0

Per Month

Get Offer

Essential

$ 10

User/Month

Get Offer

Professional

$ 15

User/Month

Get Offer
4.6
out of 5 (5 Reviews)
Features
4.4
Ease of Use
4.6
Value for Money
4.6
Customer Support
4.6
Vaibhav
Account Manager

As a consistent user of Assistive CRM, I have found that the software's lead scoring and performance tracking features have been invaluable to our sales team. The lead scoring algorithm uses historical data to identify the best leads for our sales reps, which has helped us prioritize our sales efforts and close deals more efficiently. I highly recommend Assistive CRM to businesses looking to improve their sales management and workflow automation.

Read all 5 Reviews

Assistive Features and Usability-Based User Satisfaction Score

Rating Score 9.2

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 9.4

Social Score

Out of 10

Visitor Score 6.0

Visitor Score

Out of 10

Contenders | 2025

Product Description

This information is provided by vendor.

With our innovative CRM software, businesses of all sizes can now seamlessly manage their customer relationships with ease. Join the future of customer management today and see the difference for yourself. Read More About FreeCRM for SMBs

FreeCRM for SMBs Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Email Integration
  • Reporting And Analytics
  • Task Management
  • Mobile Access
  • Customizable Dashboards
  • Call Logging
  • Third Party Integrations
  • Role Based Access Control
  • View all Features

Free

$ 0

Forever

Get Offer
5.0
out of 5 (4 Reviews)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
Nicole Brooks
CEO

They offer a free trial, making them a better option for selecting software and improving my decision-making. Their user interface is reliable and secure, allowing tasks to be performed easily.

Read all 4 Reviews

FreeCRM for SMBs Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 9.3

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Contenders | 2025

Product Description

This information is provided by vendor.

KareXpert is a Jio-backed digital healthcare platform for corporate, large, and mid-segment hospitals. It is an affordable, scalable, future-proof, one-stop solution for integrating everything you need to run a hospital. KareXperts medical CRM is highly efficient in assisting with queue management, daycare management, pharmacy management,... Read More About KareXpert HIMS

KareXpert HIMS Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Radiology Management
  • Reporting And Analytics
  • Telemedicine
  • Appointment Scheduling
  • Operation Theatre Management
  • Discharge Summary
  • Patient Registration
  • Inpatient Management
  • View all Features
4.7
out of 5 (3 Reviews)
Features
5.0
Ease of Use
4.7
Value for Money
4.7
Customer Support
4.7
Nitesh Singh
Pre-Sales

Working with KareXpert Advanced HIMS software, its unique 6-in-1 healthcare platform, along with a wide range of features and capabilities, has been an amazing and delightful experience. I encourage others to try KareXpert HIMS as well.

Read all 3 Reviews

KareXpert HIMS Features and Usability-Based User Satisfaction Score

Rating Score 9.4

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 8.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Contenders | 2025

Product Description

This information is provided by vendor.

DocEngage is the best CRM for a medical practice to gain, engage, and retain more patients. It is comprehensive and powerful software for administering your entire hospital. DocEngage EHR (Electronic Health Record) enables you to work smarter by digitizing your clinical practice with dynamic forms,... Read More About DocEngage EHR

DocEngage EHR Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Inventory Management
  • Clinical Decision Support
  • Customizable Templates
  • Telemedicine
  • Lab Integration
  • Patient Registration
  • Role Based Access Control
  • Prescription Management
  • View all Features
4.7
out of 5 (3 Reviews)
Features
4.7
Ease of Use
4.7
Value for Money
4.7
Customer Support
4.7
Irvin Florian
Marketing Manager

DocEngage is a web-based patient records management software. We have been using DocEngage software for 2 years. I think it's a great product and does everything I need. DocEngage is functional and extremely user-friendly. It is very customizable to your needs. I can tell you that the software is amazing and does not need customer service to keep it running properly. DocEngage is one of the best patient management software because of its amazing features such as Patient Flow Management and Waiting Time Tracking. I highly recommend it.

Read all 3 Reviews

DocEngage EHR Features and Usability-Based User Satisfaction Score

Rating Score 9.4

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 8.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 8.0

Visitor Score

Out of 10

Contenders | 2025

Product Description

PlanPlus is the web-based solution for customer management for sales and marketing firms. It is the only solution to deliver the best combination of over 15 million people and powerful customer relationships to improve productivity with planning, sales, marketing, collaboration, and project management tools. Read More About PlanPlus Online

PlanPlus Online Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Team Collaboration
  • Role Based Access Control
  • Sales Pipeline Management
  • Email Integration
  • Opportunity Tracking
  • Contact Management
  • Lead Management
  • Api Access
  • View all Features

Sales Professional

$ 29

User/Month

Get Pricing

Sales Team CRM

$ 291

User/Month

Get Pricing

Business Workflow

$ 541

User/Month

Get Pricing
4.7
out of 5 (3 Reviews)
Features
4.7
Ease of Use
4.7
Value for Money
4.7
Customer Support
4.3
Devid Clay
Floor Manager

Many aspects can be taken from the PlanPlus online service, but no better service can be found without this company. I always think that it is the best when it comes to its features, and PlanPlus has them all.

Read all 3 Reviews

PlanPlus Online Features and Usability-Based User Satisfaction Score

Rating Score 9.4

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 8.0

Freshness Score

Out of 10

Social Score 10.0

Social Score

Out of 10

Visitor Score 4.0

Visitor Score

Out of 10

Contenders | 2025

Product Description

This information is provided by vendor.

Salvomed is a cloud-based, complete hospital management software. It is an integrated medical CRM software for managing patient registrations, doctor appointments and schedules, doctor consultations, electronic medical records, bed management, pharmacy management, blood bank management, patient transfers, inpatient and outpatient management, accounting management, and all... Read More About Salvonic HIMS Cloud

Salvonic HIMS Cloud Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Pharmacy Management
  • Electronic Medical Records (emr)
  • Insurance Management
  • Telemedicine
  • Inventory Management
  • Nursing Management
  • Bed Management
  • Appointment Scheduling
  • View all Features

Annual

$ 278

Per Year

Get Offer
5.0
out of 5 (2 Reviews)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
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Healthcare CRM software guide

What Is Healthcare CRM Software?

Healthcare CRM software is a subcategory of customer relationship management designed specifically for the healthcare industry. This software enables healthcare institutions to manage and uphold a relationship with their patients by keeping track of conversations, visits, and treatments.

To provide insights into patient behavior, preferences, and health trends, the medical CRM software gathers and analyzes patient data. Healthcare organizations can use this data to streamline operations, increase patient satisfaction and engagement, and ultimately enhance patient outcomes.

Patient management, appointment setting, patient communication, marketing automation, analytics, and reporting are elements of medical CRM software. The program can also integrate other healthcare applications, including electronic health records (EHRs), medical billing, and practice management systems.

Healthcare institutions wishing to enhance patient engagement and experience, boost patient retention, and streamline their processes will find Medical CRM software excellent. Pharmaceutical firms and makers of medical equipment can also use it to control their interactions with patients and healthcare professionals.

Healthcare CRM systems can be installed on-premises or in the cloud, and the price varies based on the size and features of the company. Any healthcare firm would find it profitable to invest in the best CRM for healthcare software due to its advantages in improved patient outcomes, increased operational efficiency, and increased patient happiness.

What Does A Healthcare CRM Software Do?

Healthcare customer relationship management (CRM) software solutions are a potent tool that aids healthcare professionals in more effectively managing their patient contacts. It is a system that enables healthcare professionals to gather, store, and manage patient data efficiently. The following are some of the capabilities of the best CRM software for the healthcare industry:

  1. Prevent Missed Appointments

    The capability of the healthcare CRM system to prevent missed appointments is one of its key advantages. The workflow in a healthcare facility might be seriously hampered by patients who fail to arrive for their appointments. The likelihood of no-shows can be decreased by using a healthcare CRM system to remind patients about their appointments automatically. To lower the possibility of missed appointments, some patient CRM software also allows patients to cancel or reschedule their appointments.

  2. Patient Patterns

    The capability to examine patient habits is yet another crucial component of hospital CRM software solutions. A patient's interactions with the healthcare practitioner, such as appointments, medications, and test results, can be tracked using CRM for healthcare organizations.

  3. Patient Feedback

    Moreover, CRM for doctors software can aid providers in gathering patient feedback that can be applied to raise patient satisfaction. After appointments or treatments, the program can automatically email surveys to patients asking them to review their experience. This feedback can pinpoint problem areas and alter the patient experience.

Benefits of Healthcare CRM Software

Healthcare CRM software benefits include enhanced patient happiness, higher efficiency, and improved communication for healthcare businesses. Some of the main advantages of adopting CRM for the healthcare industry are listed below.

Benefits of Healthcare CRM Software

  1. Synced Services

    Electronic health records (EHRs) and billing software are only two examples of various healthcare services and systems that healthcare CRM for medical practice interfaces with. By keeping all systems current with the most recent information, this synchronization helps to ensure better patient outcomes.

  2. Enhanced Patient Satisfaction

    CRM software for the healthcare industry can improve patient satisfaction by offering tailored service and communication. By tracking patient interactions, preferences, and medical history, the software helps healthcare organizations deliver better treatment and more individualized service.

  3. Quality Treatment

    By providing current patient information, such as medical history, allergies, and current prescriptions, healthcare CRM medicine software aids physicians in providing high-quality care. Healthcare professionals can use this information to decide on a course of action and prevent consequences.

  4. Advanced Communication

    Healthcare professionals have a platform to engage with patients by phone, SMS, or email thanks to health CRM software. This platform for communication enables healthcare professionals to stay in touch with patients, give follow-up care, and inform them about their condition and available treatments.

  5. Centralized Information

    All patient data is centrally located by healthcare CRM solutions, making it simpler for healthcare providers to access and manage. With the aid of this unified data, healthcare professionals can better understand their patient population by identifying trends, patterns, and insights.

  6. Faster Resolution

    Healthcare organizations can promptly address patient issues or concerns thanks to healthcare CRM solutions. To solve problems promptly, providers can access patient information, update it in real-time, and work with other medical specialists.

  7. Faster Deal Closure

    Healthcare organizations can manage patient pipelines and keep track of patient referrals thanks to healthcare CRM solutions. Providers may be able to conclude deals more quickly and effectively with this feature, boosting sales and profitability.

  8. Reporting and Analytics

    Healthcare CRM software gives providers of care information and analytics that may be used to pinpoint problem areas and monitor performance indicators. This data can be used by providers to guide their choices and improve the caliber of care.

    Thus, medical professionals' CRM software has several advantages for healthcare businesses, such as higher productivity, improved patient happiness, and better communication. Medical institutions CRM software enables providers to provide top-notch treatment, enhance patient outcomes, and boost revenue and profitability

Common Features Of Healthcare CRM Software

Healthcare practitioners can manage their patient connections more efficiently using CRM software. This software aids healthcare organizations in streamlining their operations and enhancing patient care, which raises profits and improves patient happiness. Most medical professionals CRM software systems provide the following common characteristics.

Features Of Healthcare CRM Software

  1. Referrals Management

    One of the essential components of medical institutions' CRM software is referral management. Thanks to this feature, providers can keep an eye on and manage referrals from other healthcare professionals. The service gives a central location to process all referrals and contact the referring practitioner to guarantee that patients receive the best care possible.

  2. Recruiting Management

    A crucial part of CRM software for the healthcare sector is recruitment management. Healthcare organizations can better manage their recruiting efforts thanks to this tool. The program can be used to keep track of resumes, arrange interviews, and oversee the hiring procedure from beginning to end.

  3. Patient Information Management

    Another essential component of CRM software for the healthcare industry is patient information management. With the help of this tool, healthcare professionals may manage patient data in one place, including demographics, medical history, and insurance details. It is now simpler to ensure that patient data is reliable, current, and accessible.

  4. Event Triggering

    Another typical element of CRM software for the healthcare industry is event triggering. With the help of this tool, healthcare professionals may create automatic processes that are started once a certain event occurs, such as a patient appointment or a prescription refill. This makes it simpler to ensure that patients receive prompt and efficient care.

  5. Regulatory Compliance

    Another essential component of health systems CRM software is regulatory compliance. With this function, service providers may make sure they adhere to all pertinent laws, including HIPAA and GDPR. The program can assist providers by managing patient consent forms, ensuring data security, and monitoring any potential breaches.

  6. Direct Mail Campaigns

    Another function of CRM software for the healthcare industry is direct mail campaigns. With the help of this capability, healthcare providers can market to specific patient categories. The program can be used to develop and distribute personalized messages, monitor response rates, and evaluate the success of various campaigns.

  7. Back-office System Integration

    CRM software for the healthcare industry also has back-office system interaction as a key component. With this capability, providers can connect their CRM software to other back-office programs like billing and electronic health records (EHR) systems. This makes it easier to guarantee that billing and payment information is accurate and that patient data is consistent across all systems.

  8. Patient Segmentation

    Another component of health systems CRM software is patient segmentation. With this function, healthcare professionals can categorize patients according to certain factors like behaviors, demographics, or medical issues. Then, providers may make focused marketing campaigns, develop individualized treatment plans, and raise patient satisfaction using this data.

    Thus, CRM for healthcare providers offers a range of functions intended to aid healthcare professionals in better managing their patient interactions. These functions include patient segmentation, event triggering, regulatory compliance, referral management, patient information management, direct mail campaigns, and back-office system connectivity. These features enable providers to provide better patient care, increase patient happiness, and boost revenue.

What Are The Various Types Of Healthcare CRM Software?

Healthcare firms increasingly use customer relationship management (CRM) software to enhance patient outcomes and experiences. Healthcare providers must comprehend the many kinds of CRM software for the industry because not all CRM software is created equal. The various kinds of healthcare CRM software and its advantages include:-

  1. Patient Relationship Management

    To better manage patient interactions, track patient behavior and preferences, and enhance patient experiences, patient relationship management (PRM) software was developed. Healthcare professionals can deliver individualized communication and specialized treatment plans thanks to the entire view of the patient's care that PRM software gives them. Healthcare professionals can monitor patient interactions, preferences, and complaints using PRM software and then use this data to enhance patient outcomes and satisfaction.

  2. Payer Management

    Healthcare providers can manage their interactions with insurance companies and other payers using payer management software. Software for payer management can be used to handle payments, track claims, and get in touch with payers. With this software, healthcare providers may better manage their revenue cycle and negotiate prices by having insights into the behavior and preferences of payers.

  3. Treatment Sales Pipelines

    Software for managing the sales process for new treatments or services is available for healthcare practitioners. Healthcare providers may track prospects, manage sales funnels, and project income thanks to this software's organized approach to sales. Healthcare professionals can find opportunities for novel treatments or services, create focused marketing campaigns, and enhance patient outcomes with the help of Treatment Sales Pipeline software.

  4. Clinic Reputation Management

    Healthcare practitioners can control their internet reputation with software for clinic reputation management. A clinic's success depends increasingly on how well its reputation is managed in the age of social media and online reviews. The development of focused marketing campaigns and the tracking of internet reviews may all be done with the help of clinic reputation management software. With the help of this software, healthcare practitioners can enhance their internet reputation and gain and keep new patients.

  5. New Patient Acquisition

    Software for new patient acquisition is created to assist healthcare professionals in acquiring and attracting new patients. This software can design customized marketing campaigns, track leads, and manage the sales process. Healthcare practitioners can find new patient possibilities, create targeted communication, and enhance patient experiences using new patient acquisition tools.

  6. Medical Data Management

    Software for managing patient data, such as medical records, test findings, and imaging investigations, is intended to assist healthcare professionals. Software for medical data management gives healthcare professionals a thorough understanding of patient care and empowers them to choose effective treatments. Healthcare practitioners can safely store and manage patient data with medical data management software, lowering the risk of data breaches and increasing patient outcomes.

  7. Appointment Scheduling Tools

    Healthcare practitioners can manage their appointment calendars using appointment scheduling tools. Appointment reminders, scheduling, managing cancellations, and rescheduling may all be done using this program. Healthcare practitioners may enhance patient access to care, lower appointment no-show rates, and boost patient satisfaction using appointment scheduling software.

What To Reckon While Selecting A Healthcare CRM Software?

A healthcare CRM implementation might completely transform your business. Technology may enhance patient experiences, simplify processes, and boost revenue. However, selecting the best healthcare CRM software might be challenging. While selecting a healthcare CRM program, the following factors should be taken into account.

  1. Find the Right Company

    When selecting a CRM program, working with a reliable company with expertise in healthcare CRM is crucial. Choose a business aware of your particular requirements and has a successful track record. Do your homework to ensure the business is credible and trustworthy, and ask for references and case studies.

  2. Finalize the Features

    Consider the most crucial features for your firm before choosing a healthcare CRM software. Patient relationship management, payer management, appointment scheduling, and medical data management are typical characteristics. After weighing their importance, choose software that can provide the capabilities that will have the biggest influence on your organization.

  3. Budget finalizing

    When choosing a healthcare CRM software, cost is always a key factor. Decide on your spending limit and budget before going shopping for software. Remember that the most affordable option is sometimes the best option, and investing in better software could save you money in the long term.

  4. Testing

    It's crucial to thoroughly test a healthcare CRM before using it. Ensure the software is simple to use, intuitive, and seamlessly interacts with your current systems. Before making the program available to the full organization, test it with a small group of users and make any necessary modifications in response to their comments.

Top 5 Healthcare CRM Software

Choosing the best software for your firm might take a lot of work with so many alternatives available. Review the five best 5 healthcare CRM programs, including their attributes, advantages, and disadvantages.

1. Salesforce Health Cloud

Salesforce

A cloud-based CRM system for healthcare to improve patient outcomes, Salesforce Health Cloud. Patient participation, care coordination, and patient management are a few of its aspects. The program was created using the best healthcare CRM software, allowing extensive customization and seamless integration with other Salesforce goods.

Features

  • Patient management
  • Care coordination
  • Patient engagement

Pros

  • Highly customizable
  • Comprehensive
  • Integrates with other Salesforce products

Cons

  • Expensive
  • Steep learning curve

Pricing

Salesforce Health Cloud pricing starts at $150 per month per organization.

2. Leadsquared

Leadsquared

Leadsquared is a cloud-based healthcare CRM tool made to aid healthcare organizations in streamlining processes and enhancing patient experiences. It is one of the best healthcare CRM software in the business process.

Features

  • Lead management
  • Appointment scheduling
  • Patient communication

Pros

  • User-friendly
  • Affordable
  • Customizable

Cons

  • Limited features
  • Limited integrations
  • Limited reporting

Pricing

Leadsquared pricing starts at $299.99 per month per user.

3. Zoho CRM

Zoho CRM

Zoho is one of the best healthcare CRM companies healthcare CRM tool Zoho CRM is made to assist healthcare providers in enhancing patient experiences and streamlining business processes. 

Features

  • Manage leads and track them
  • Manage patient data in a centralized location.
  • Simple online appointment scheduling.

Pros

  • Affordable
  • Enhanced patient care and improved efficiency.
  • Customizable

Cons

  • Limited integrations
  • Limited reporting
  • It may not be as user-friendly as other options

Pricing

Zoho CRM pricing starts at $28.99 per user per month.

4. Insightly

Insightly

A cloud-based healthcare CRM tool called Insightly is intended to assist healthcare professionals in enhancing patient experiences and streamlining operations. It is also one of the best healthcare CRM software solutions.

Features

  • Smooth management of leads and tracking them through the sales pipeline.
  • Patient management
  • Manages projects related to patient care.

Pros

  • Enhanced patient care and streamlined operations.
  • Integrates with a variety of systems
  • Customizable

Cons

  • Limited reporting
  • Perhaps more pricey than some alternate choices

Pricing

Insightly pricing starts at $29 per user per month.

5. Pipedrive

Pipedrive

It is one of the cloud-based healthcare CRM systems, Pipedrive, intended to assist healthcare providers in enhancing patient experiences and streamlining processes. It is also one of the best healthcare CRM software solutions.

Features

  • Smooth tracking management
  • Enhanced patient management
  • Deal tracking

Pros

  • User-friendly
  • Customizable
  • Affordable

Cons

  • Limited reporting
  • Limited integrations

Pricing

Pipedrive pricing starts at $9.90 per user per month.

Healthcare CRM Solutions Integrations

The significance of connecting healthcare CRM software solutions with other systems has become more apparent as healthcare providers continue to enhance patient experiences and optimize operations. A few systems are:- 

  1. Practice Management

    Healthcare professionals utilize practice management systems to handle administrative duties, including appointment scheduling, billing, and patient data management. By giving healthcare practitioners a more thorough picture of patient data and enabling more individualized care, integrating healthcare CRM software with practice management systems can assist healthcare providers in improving patient experiences.

  2. Patient Portals

    Patients can access their healthcare information, such as medical records, test results, and appointment scheduling, through patient portals, which are Internet portals. Patient portals and healthcare CRM software integration can give healthcare professionals a complete picture of patient data, enabling more individualized care and better patient communication.

  3. EHR and EMR

    Digital versions of patient medical records are electronic health records (EHR) and electronic medical records (EMR). Healthcare professionals may have access to a more complete view of patient data by integrating healthcare CRM software with EHR and EMR systems, enabling more individualized care and better patient communication.

  4. Healthcare Analytics

    Healthcare providers examine patient data using software designed for analytics to spot trends and patterns. Healthcare organizations can find possibilities to enhance patient experiences and streamline operations by integrating healthcare CRM and analytics technologies.

  5. Revenue Cycle Management

    Healthcare providers employ revenue cycle management systems to control billing and collections. Improve patient communication, boost revenue, and optimize operations for healthcare providers by integrating healthcare CRM software with revenue cycle management systems.

  6. Patient-generated Health Data

    Patient-generated health data (PGHD) are health-related data, such as self-reported symptoms, medication adherence, and health behaviors, directly collected from patients. Healthcare professionals can thoroughly understand patient data by integrating CRM software with PGHD, enabling more individualized care and better patient communication.

Common Myths About Healthcare CRM Software

Customer relationship management (CRM) software has been adopted by healthcare businesses to enhance patient satisfaction and experience. However, some widespread misconceptions about healthcare CRM software could prevent healthcare practitioners from using it fully. Among the myths are:

  1. CRM Easily Fits Into An Existing Infrastructure

    The idea that healthcare CRM software can be readily integrated into an existing infrastructure is one of the most widespread misconceptions in the industry. Certain CRMs are indeed made to work with other software programs, but that isn't always the case. It is important to remember that each healthcare business has specific requirements, and the CRM software must be adjusted to satisfy them.

    CRM software implementation calls for thorough planning and infrastructure integration. It is essential to evaluate the organization's current processes, data structure, and technology before deployment. This evaluation will give insight into the best ways to integrate CRM software into the current infrastructure for the best outcomes

  2. CRMs Are Only For The Sales Department

    Another prevalent misconception about healthcare CRM software is that the sales team exclusively uses it. The belief that CRMs are primarily effective for handling leads and generating revenue is the root of this fallacy. Yet healthcare CRM applications are considerably more versatile than merely lead management.

    CRM software is employed in the healthcare sector to manage patient data, monitor patient interactions, and enhance the patient experience. It can also be used to schedule appointments for patients, remind them of appointments, and help patients and healthcare providers communicate.

    Healthcare CRM software offers healthcare professionals insights into their patients' needs, interests, and habits. The patient experience can be improved using this data to create individualized communications and targeted marketing activities

  3. CRM Is Not Needed When the Healthcare Already Has Many Systems

    Some healthcare providers might think that since they currently have several systems in place, CRM software is optional. They may believe that their Practice Management (PM) or Electronic Health Record (EHR) system can handle patient relations and communication. Nevertheless, unlike CRM software, these systems are not made to handle patient interactions.

    The management and analysis of patient contacts, preferences, and wants are the sole purposes of CRM software. It can be applied to find areas of the patient experience that need improvement, personalize communications, and raise patient satisfaction. While certain patient data may be captured by EHR and PM systems, they offer different levels of understanding of patient behavior and preferences.

Conclusion

In conclusion, healthcare providers now depend on the best healthcare CRM software to manage patient connections, enhance the patient experience, and simplify administrative work. Healthcare providers can enhance income, increase patient acquisition, and improve patient loyalty by utilizing the capabilities of healthcare CRM software. Healthcare providers must comprehend the advantages of CRM software and select the best option for their needs as the market for this type of software expands. Healthcare providers may streamline their operations and enhance patient outcomes by deploying healthcare CRM software, ultimately resulting in better care and a healthier population.

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Last Updated: August 20, 2024