The 10 Best Healthcare CRM Software 2022 (Free & Paid)

Healthcare CRM software is a cloud-based CRM application that is a vital tool for hospitals and doctors. The Hospital CRM Software and the Doctors CRM Software come under the healthcare category. Both CRM software maintains the patient records like patient history, clinical findings, diagnostic test results, pre-and post-operative care, the patient’s medication, and the progress shown by the patients. They also enable hospitals and doctors to maintain accounts of the expenses incurred for tablets, surgical equipment, injections, syringes, etc. The benefits you get from Healthcare CRM software are personalization, a better understanding of the customers, enhanced health population and results, and proactive improvement of the community’s well-being. Hospitals, clinics, doctors, medical colleges, healthcare companies, etc., use Healthcare CRM to organize their records. For more information, keep checking the list of the best CRM for doctors & healthcare facilities.

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Best Healthcare CRM Software | CRM Software for Healthcare Industries Reviews

Pipedrive-best-crm-logo

1. Pipedrive CRM – The one platform to grow your business

Our Score 98/100

About Pipedrive CRM: Pipedrive is the best CRM software for any sized business. With a clear dashboard, easy-to-use features, and an expansive library of integrations with other apps, it’s the perfect CRM for anyone who wants to be more productive with their business strategies. Pipedrive provides the easiest way to manage your business and customer relationships. With its intuitive interface, advanced filtering tools, and powerful reporting capabilities, this CRM eliminates a lot of the hassles that come with keeping up with current opportunities.

Pipedrive CRM Features: Patient Information Management, Patient Segmentation, Event Triggering, Referrals Management, Direct Mail Campaigns, Regulatory Compliance, Appointment Management, Customer Database, Pipeline Management, Relationship Tracking, Reminders, Campaign Management, Contact Management, Lead Capture, Lead Segmentation, Forecasting, Customer Support, Third-Party Integration, Reporting and Analytics

“Using Pipedrive’s CRM is one of the best decisions we’ve ever made. We’ve seen our annual revenue explode, and the outlook just keeps getting sunnier.” – Mitchell Workman

Pipedrive CRM Reviews

Pipedrive

United Kingdom

501 – 1000

2010

$15.00 /month

Yes

4.5

2480+ Reviews

4.2

1570+ Reviews

Salesforce Health Cloud - Top Healthcare CRM Software

2. Salesforce Health Cloud – Explore Industry-Specific Solutions

Our Score 98/100

About Salesforce Health Cloud: Salesforce CRM is a software company that offers cloud-based customer relationship management solutions for small, medium and large businesses. Salesforce CRM manages the company’s relationships with current customers as well as potential customers and partners. Salesforce offers a range of features including phone, email, chat, social media monitoring and enterprise content management. The solution is available in numerous languages and offers thousands of plugins, including those that extend the system’s functionality beyond basic CRM to business analytics, email management and marketing.

Salesforce Health Cloud Features: Patient Information Management, Patient Segmentation, Event Triggering, Referrals Management, Direct Mail Campaigns, Regulatory Compliance, Appointment Management, Customer Database, Pipeline Management, Relationship Tracking, Reminders, Campaign Management, Contact Management, Lead Capture, Lead Segmentation, Forecasting, Customer Support, Third-Party Integration, Reporting and Analytics

“With Salesforce, we’re building a unified information source to help us reimagine collaboration across our entire platform. This will enable NBCUniversal to continue delivering the highest level of transparency, insights, and results for our customers.” – Linda Yaccarino

Salesforce Health Cloud Reviews

Salesforce

United States

10000+

2003

Not provided by vendor

Yes

4.4

17000+ Reviews

4.3

12000+ Reviews

monday.com CRM - Best Hospital CRM software

3. monday.com – Best Healthcare CRM Software for doctors and hopspitals

Our Score 98/100

About monday.com: monday.com offers businesses an opportunity to save money on the cost of a dedicated tech team and system administrators by building their own CRM system around their company’s existing services. monday.com markets itself as a fully customizable CRM platform, making it easy for business owners to build and expand their own businesses without having to invest in dedicated staff, or extreme computer skills. monday’s software is designed to be highly intuitive and user-friendly, making it possible for the average business owner to set up a system in one day.

monday.com Features: Patient Information Management, Patient Segmentation, Event Triggering, Referrals Management, Direct Mail Campaigns, Regulatory Compliance, Appointment Management, Customer Database, Pipeline Management, Relationship Tracking, Reminders, Campaign Management, Contact Management, Lead Capture, Lead Segmentation, Forecasting, Customer Support, Third-Party Integration, Reporting and Analytics

“monday.com CRM has opened countless doors of opportunities that we never had before. We were able to customize the CRM on top of monday.com Work OS to fit the needs of our day-to-day activities.” – Kyle Dorman | Operations Manager at Ray White

monday.com Reviews

monday.com

Israel

1001 – 5000

2014

Not provided by vendor

Yes

4.6

2800+ Reviews

4.6

500+ Reviews

Zendesk Sell - Best Doctor CRM Software

4. Zendesk Sell – Best CRM software for healthcare

Our Score 98/100

About Zendesk Sell: Zendesk Sell CRM is a powerful customer support and sales software. It helps businesses optimize their customer experience, increase revenue and improve profitability. Some of the features include: email marketing automation, lead management, task management, chat functionality, and more. Features are built for both inbound and outbound customer interactions – whether on the phone or through emails alone. It is compatible with different languages, so it’s accessible to everyone! Zendesk Sell CRM is an investment that will pay off in the long run by increasing your business’ competitive edge among others who don’t use this software.

Zendesk Sell Features: Patient Information Management, Patient Segmentation, Event Triggering, Referrals Management, Direct Mail Campaigns, Regulatory Compliance, Appointment Management, Customer Database, Pipeline Management, Relationship Tracking, Reminders, Campaign Management, Contact Management, Lead Capture, Lead Segmentation, Forecasting, Customer Support, Third-Party Integration, Reporting and Analytics

“We are using Zendesk Sell and Support to give our sales and support teams everything they need in one platform. They are able to effectively and efficiently collaborate and improve the customer experience.” – Bonni Poch

Zendesk Sell Reviews

Zendesk

United States

1001 – 5000

2007

$49.00 /month

Yes

4.4

3100+ Reviews

4.2

400+ Reviews

Creatio CRM - Best CRM Software for Healthcare Industry

5. Creatio CRM – Best Healthcare CRM Software

Our Score 98/100

About Creatio CRM: Creatio CRM is a cloud-based customer relationship management software for small businesses. This program allows users to manage their business and customer relations using their private domain. It uses an intuitive, easy-to-use interface which makes it easy for new users to learn how to use the platform without difficulty. Being made available on a monthly subscription basis, this software is accessible at any time, whether you’re at work or home. For those who are equally interested in using the system daily, there are also several add-ons that can be purchased that offer paid features such as phone support and more features.

Creatio CRM Features: Patient Information Management, Patient Segmentation, Event Triggering, Referrals Management, Direct Mail Campaigns, Regulatory Compliance, Appointment Management, Customer Database, Pipeline Management, Relationship Tracking, Reminders, Campaign Management, Contact Management, Lead Capture, Lead Segmentation, Forecasting, Customer Support, Third-Party Integration, Reporting and Analytics

“With Creatio, we consolidated all customer data, tuned lead and opportunity management using business rule capabilities, and streamlined the sales process.” – Jana Sergejenko

Creatio CRM Reviews

Creatio

United States

501 – 1000

2002

$25.00 /month

Yes

4.8

80+ Reviews

4.6

200+ Reviews

Freshsales - Best CRM System for Healthcare Industry

6. Freshsales – Enhance patient experience with the leading healthcare CRM

Our Score 98/100

About Freshsales: Freshsales CRM is a sales CRM designed to be used with Gmail and Google Calendar. It helps you keep in touch with your prospects and manage your meetings from Gmail. Freshsales CRM is integrated perfectly into Gmail, which means you can use all the features of Gmail without having to switch to an additional window or program when checking emails. You can also manage your contact details and create sales campaigns and reminders with the help of Gmail and Google Calendar.

Freshsales Features: Patient Information Management, Patient Segmentation, Event Triggering, Referrals Management, Direct Mail Campaigns, Regulatory Compliance, Appointment Management, Customer Database, Pipeline Management, Relationship Tracking, Reminders, Campaign Management, Contact Management, Lead Capture, Lead Segmentation, Forecasting, Customer Support, Third-Party Integration, Reporting and Analytics

“As soon as we were given a demo of Freshsales, we knew it would resolve some of our most pressing sales challenges, to begin with. In fact, after a short set-up period and minimal training, we were able to hit the ground running from Day 1. And it hasn’t disappointed till today.” – Jean-Philippe Thiery

Freshsales Reviews

Freshworks

United States

1001 – 5000

2011

Not provided by vendor

Yes

4.4

500+ Reviews

4.6

900+ Reviews

LeadSquared CRM - Best Healthcare CRM Software

7. LeadSquared CRM – HIPAA Compliant Healthcare CRM

Our Score 98/100

About LeadSquared CRM: LeadSquared is a customer relationship management solution that helps businesses connect with potential or current customers. It allows users to send mass email and text messages, track emails, manage leads and contacts, create reports, pipeline analysis and more. LeadSquared also provides real-time data on conversion rates from leads to customers as well as other key metrics like revenue generated per lead source. Users can engage their prospects and update them on existing or new products or services. The LeadSquared app also allows users to take advantage of the mobile version which is available for both iOS and Android platforms.

LeadSquared CRM Features: Patient Information Management, Patient Segmentation, Event Triggering, Referrals Management, Direct Mail Campaigns, Regulatory Compliance, Appointment Management, Customer Database, Pipeline Management, Relationship Tracking, Reminders, Campaign Management, Contact Management, Lead Capture, Lead Segmentation, Forecasting, Customer Support, Third-Party Integration, Reporting and Analytics

“The LeadSquared platform is flexible, making the adoption and execution of your existing sales process very simple. We can effectively monitor sales follow-ups and track all offline and online activities. It is a very well thought out application and sometimes will surprise you in terms of the things it can deliver.” – Mrinal Mohit

LeadSquared CRM Reviews

LeadSquared

United States

1001 – 5000

2012

$25.00 /month

Yes

4.3

120+ Reviews

4.5

110+ Reviews

ReferralMD - Best Healthcare CRM System

8. ReferralMD Healthcare CRM – Healthcare CRM and Marketing Platform

Our Score 98/100

About ReferralMD Healthcare CRM: Dominating the healthcare CRM software industry right now is ReferralMD. Organizations can research and add referral partners through ReferralMD’s own directory of 5M+ healthcare providers, track tasks, messages, notes, etc. from one place, and automatically execute marketing campaigns. It integrates with most electronic health records (EHR) systems, practice management systems (PMS), and radiology information systems (RIS).

ReferralMD Healthcare CRM Features: Patient Information Management, Patient Segmentation, Event Triggering, Referrals Management, Direct Mail Campaigns, Regulatory Compliance, Appointment Management, Customer Database, Pipeline Management, Relationship Tracking, Reminders, Campaign Management, Contact Management, Lead Capture, Lead Segmentation, Forecasting, Customer Support, Third-Party Integration, Reporting and Analytics

“As a high volume group practice, we receive referrals through a variety of channels. Referral MD consolidates these channels into a single interface and automates much of the follow-up. Our staff is saving time and our referring providers are getting better service. It’s a win-win.” – Jake Blacksheer

ReferralMD Healthcare CRM Reviews

referralMD

United States

11 – 50

2011

Not provided by vendor

Yes

4.6

05+ Reviews

4.5

02+ Reviews

Kapture CRM - Best Healthcare CRM

9. Kapture CRM – The Best Healthcare CRM Software

Our Score 98/100

About Kapture CRM: Kapture CRM is a time management and invoicing solution that helps businesses run smoothly. It includes email marketing, website creation, and project management to help users across industries increase their productivity. Kapture CRM’s website-creation tool allows users to build professional websites, with real-time analytics built in. It also includes a customizable invoicing system that provides customers with a streamlined experience. The platform includes a time-tracking feature that allows users to analyze which projects are costing them the most time.

Kapture CRM Features: Patient Information Management, Patient Segmentation, Event Triggering, Referrals Management, Direct Mail Campaigns, Regulatory Compliance, Appointment Management, Customer Database, Pipeline Management, Relationship Tracking, Reminders, Campaign Management, Contact Management, Lead Capture, Lead Segmentation, Forecasting, Customer Support, Third-Party Integration, Reporting and Analytics

“Choosing Kapture CRM has proven to be a real game-changer for us. We have experienced ease and convenience in lead management ever since we switched to Kapture for our internal needs. Scheduling appointments and following through on them has gotten a lot simpler now. We are truly grateful for a system that makes doing business seem highly effortless.” – Charles Williams

Kapture CRM Reviews

Adjetter Media

India

201 – 500

2011

$19.00/month

Yes

4.2

30+ Reviews

4.3

100+ Reviews

Onpipeline - Best Healthcare CRM Software

10. Onpipeline Healthcare CRM – Healthcare CRM for Patient Acquisition

Our Score 98/100

About Onpipeline Healthcare CRM: A CRM software for wholesale distributors that makes privacy a priority, Onpipeline is a cloud-based solution that manages everything from leads to sales. Comprising powerful features like unified contact and profiles portal, visual sales pipeline, creating, scheduling, and tracking activities, creating professional quotes, integrated invoicing software, and data reports Onpipeline empowers businesses by fuelling productivity. It connects with external applications through RESTful API.

Onpipeline Healthcare CRM Features: Patient Information Management, Patient Segmentation, Event Triggering, Referrals Management, Direct Mail Campaigns, Regulatory Compliance, Appointment Management, Customer Database, Pipeline Management, Relationship Tracking, Reminders, Campaign Management, Contact Management, Lead Capture, Lead Segmentation, Forecasting, Customer Support, Third-Party Integration, Reporting and Analytics

“Onpipeline has helped my company to keep our sales’ flow updated without any excel files or research on the email inbox. The software has also strengthen the overall team work, by creating a clear and unfailing communication between sales people.” – Felice C.

Onpipeline Healthcare CRM Reviews

Onpipeline Technology

Spain

11 – 50

2018

Not provided by vendor

Yes

4.5

02+ Reviews

0.0

00+ Reviews

Healthcare CRM Software Buyer’s Guide

Many different types of software are used in the healthcare industry. From software that manages insurance claims to software used in surgeries, medicinal professionals use a wide variety of such tools worldwide. What if you could find all these different applications together in one place? The answer to all this is healthcare CRM software!

» What is Healthcare CRM Software?

Healthcare CRM Software is a type of application that tracks patient data from doctors and other medical personnel to help them keep track of patients and their progress. This can help to improve efficiency and make everything work better, which is vital in healthcare.

When using healthcare CRM software, users can benefit from all the features they offer. Healthcare CRM software can gather patient information and track their medical records. This can be particularly useful for those looking to keep track of their progress, as it helps them receive better care from their doctors.

CRM software for the healthcare industry will help when it comes time for you or your fellow employees or patients to schedule appointments. This can be done quickly and easily, with the software helping to do it for you. Many other features can help your practice and your patients, from making it easier to manage paper records to placing real-time calls and reminders with your patients via text messaging.

In short, healthcare CRM software will help you improve efficiency in many different ways. This will allow you to better use your time and improve the quality of services you or your patients receive. Therefore, it is essential to choose the best healthcare CRM software. Before choosing the best CRM for the healthcare industry, check out some important features.

» Common Features of Healthcare CRM Software

› Patient information management

It becomes more accessible with the help of a CRM for patients and doctors as the information is stored in the system. It reduces/cuts off the need to fill forms regularly after every visit. Basic information about the patient, including their medical history, insurance data, and medical precautions, are all listed in the CRM.

› Patient segmentation

With the help of targeted marketing, patients are segmented for ease. Various healthcare industries have categories to segment these patients, but the most prominent types include high-risk diseases, demographics, and much more. This helps doctors identify a group of patients and their requirements.

› Event triggering

As per the event triggering system, the public health CRM software automatically generates a message or a mail to send to their clients. These can include appointment messages, regular health checkup messages, birthday messages, or any other event being held in the company. This will relieve the hospital staff to focus on other duties and tasks.

› Referrals management

Staff can designate which patients are eligible to receive each type of referral and manage the acceptance, approval, and tracking of referrals sent by other clinicians. Referral management is the most crucial feature of CRM software as it allows clinical care teams to work together to give patients the most efficient and effective care.

› Direct mail campaigns

Healthcare CRM software can quickly generate email campaigns and directly send them to patients without human interaction. There can be customized emails as per the patient situation. This includes sending screening reminders, referral communication, or other patient requirements.

› Recruiting management

It is straightforward to manage the hospital's recruitment system if we have CRM software for hospitals. You can easily create an outreach campaign and then attract hospital staff. All the applications will be recorded in the CRM, making the recruitment process simple and burden-free.

› Back-office system integration

A hospital CRM system is used to unify the back-office system. It established a communication channel between front and back-office departments to facilitate a smooth flow of information between the departments and save the cost of new communication infrastructure.

› Workflow management

Workflow management of CRM software can be set up to facilitate data sharing throughout the entire hospital. For example, establishing rules such as "Missed Appointments" can trigger automated alerts sent to all members of that patient's care team, or if a person you are in contact with at one facility has recently been seen by staff at another facility, it may be flagged by alerts which notify you of it.

› Documentation

One of the biggest challenges facing hospitals is documentation, and CRM software can help with this by allowing clinicians to create or update patient records. This includes recording history and physical exams or admitting patients into the system, signifying their arrival at your facility. An essential aspect of these features is that they can be used in place of paper charts, which are often outdated or misplaced because they tend to be individually tracked rather than as part of a system that tracks patients electronically.

› Patient Relationship Management

A well-designed hospital CRM software can help a hospital simplify and unify its operations and build a sound patient relationship management system. Every functional module in the CRM software could be used to build an effective relationship with patients and create positive interaction.

› Data Mining and Analysis

Data mining is widely used in the field of business analytics. With CRM software, hospital staff can quickly conduct data mining across all records to get valuable insights.

› Integrated Electronic Health Records

Electronic Patient Records are now widely used in hospitals because they improve patient safety, quality of care, and efficient administration. However, different IT companies often develop patients' EHR systems that are not well integrated. With the CRM software, integration between EHR and the hospital's registration system is a must-have to create a one-stop comprehensive digital patient record system.

› Mobile Devices

A hospital CRM software that can be used on mobile devices eases the lives of clinicians and improves care. Access to patient records is critical for clinicians outside their offices or not in their hospitals. Mobile devices can help them locate the information they need while away from their homes or offices without disrupting their routine.

» Benefits of Healthcare CRM software

Healthcare CRM software makes it easier to manage patient records and stay on top of your appointments. Check out some other benefits:

› Better Decision making

When doctors want to make decisions about a patient's care, they often must consider different things about their health. This can include what they are going through physically or emotionally and their overall life situation. With healthcare CRM software in place, doctors can access all the information they need to make better decisions about their patients' care right at their fingertips. This means that they'll have a much easier time finding what they're looking for and making decisions on the fly when it's needed.

› Faster data entry

One of the enormous benefits of healthcare CRM software is that it allows doctors to enter information into their records more quickly and efficiently than with a paper system. This is because there are no longer any concerns about misplacing or losing information in transit or waiting for someone else to input the data into the system. Paper records take up a lot of space, which results in overcrowding in filing cabinets and offices. They can also be damaged or destroyed by water, fire, or other dangerous elements, resulting in the loss of essential data. Healthcare CRM software makes accessing and entering data much easier and safer for patients and doctors.

› Better use of time

Another significant advantage medical CRM software has over paper records is the time. It saves doctors looking for information about their patients. A paper system can take hours to find what you're looking for, especially if there are many records or multiple locations where the information may be stored. This causes frustration among medical professionals as they spend too much time searching through endless documents looking for just one small piece of information they need right away. By using Medical CRM software, doctors can locate the information they need about their patients quickly, which allows them to spend less time searching for what they're looking for and more time helping their patients get the care they need.

› Reduces stress and frustration

For doctors and medical personnel, it can be highly stressful to spend excessive time looking for the right piece of information about a patient through a paper system. It wastes their valuable time, which contributes to feelings of anger, frustration, or stress. By using hospital CRM software instead, doctors can locate information about their patients quickly and easily by using a computer program. This means they can avoid a lot of stress and frustration caused by working with paper records.

› Better communication with patients

The best way for doctors to communicate effectively with their patients is to have up-to-date information at their fingertips. By using healthcare CRM software, doctors can access their patient's current medical and personal info in one system. This allows them to communicate more effectively with their patients, improving patient satisfaction and outcomes. Best CRM software for the healthcare industry also will enable doctors to provide better health advice and patient treatment plans.

› Faster treatment for patients

Most healthcare CRM systems allow nurses and doctors to input medical information about their patients much faster than with a paper system. This means they can provide care in a timelier manner so that each patient has access to the care they need in a short amount of time. This can result in faster healing and better overall health for the patient, which all medical professionals aim to help patients achieve.

› Easy access to information

With paper records, it can be challenging to locate the information about a specific patient because it's in various locations. For example, some of the communication might be found at a particular clinic or office, while other pieces of data might be at another site entirely within the hospital or facility. This makes it extremely difficult for doctors and nurses to find what they're looking for and wastes their valuable time when they spend too long searching everywhere for what they need instead of working on other equally important tasks.

» What is HIPAA-compliant software?

HIPAA-compliant software is software designed to provide several safeguards to people. The goal was to ensure that a patient's medical information would be private and secure; it would not be passed along without the patient's consent, could only be accessed by certain people who needed access for their professional duties only; and even then, they were prohibited from using or disclosing it improperly.

If you work in the medical or health industry, you must have a solution to manage your contacts and customers. HIPAA-compliant CRM software has specific requirements for both safety and protection of private information. Before anything, let us understand what HIPAA is.

» What is HIPAA?

HIPAA law covers the privacy of health information. It covers all types of records relating to any individual, including prescriptions, lab results, medical data, health records, and other information. You can be protected by one or more laws that make up HIPAA. Each has its requirements for the fair use and protection of private information.

» What is HIPAA-Compliant CRM Software?

HIPAA-compliant CRM software is a specialty module that adds unique features to your regular CRM software, such as customer management, lead management, and event tracking. This ensures that any information you collect from customers complies with the privacy and security requirements of HIPAA. You can be confident that your data is safe without sacrificing the ability to grow your business.

3 Essentials for HIPAA Compliance in a Healthcare CRM System

    1. Customer records are some of the most critical information in any business. In addition to customers' names, addresses, and phone numbers, you need to keep track of what services they have received from you and their communication history.
    2. HIPAA-compliant CRM software will include a record of your communication with other businesses and individuals related to your customer. These records could be phone calls, emails, or a combination.
    3. It's essential to do more than just capture data; you need to be able to use that data in helpful ways. A good CRM solution will provide reports on many different aspects of your customers, such as: How long they have been with your business, their location, how many calls they have made, where they are in the sales process, and what products or services they are interested in. You should also be able to set up notifications or reminders for when you need to contact them next.
» Ways to smoothly implement Healthcare CRM

Here are a few ways to flawlessly implement hospital CRM software

    1. Use Microsoft Dynamics CRM as your base software solution, which is known for straightforward set-up and integration.
    2. Secure data using encryption methods on Microsoft SQL Server; this is optional but recommended if security concerns you and your organization.
    3. Set up staff training by providing relevant manuals and other educational materials and holding training sessions for new employees.
    4. Create an escalation procedure for cases that cannot be handled independently, such as complex or legal issues.
    5. Create a feedback channel for your clients, including tracking performance-based goals and making sure to meet those goals on time.
    6. Ensure you have the proper equipment for your business- for example, computers, mobile devices, tablets, and other hardware.
    7. Track your processes so you can improve them later on down the road. This can be done through an incident management solution like another CRM system, a knowledge management solution like Office 365, or even a project management solution like Microsoft.

Keep these tips in mind, and you will have a successful time implementing your healthcare CRM.

» Conclusion

Here we end; we hope this guide helped you choose the best CRM software for the healthcare industry. Nowadays, looking for healthcare CRM solutions is better than doing tasks manually. A healthcare CRM system will automate various tasks and relieve human burdens. Always choose the best healthcare CRM software to increase efficiency and productivity. Ultimately, CRM software aims to provide a smooth customer experience, so make sure you enhance your CRM to make it work at its best.