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17 Best CRM for Healthcare in 2024



Best CRM for healthcare

The Global Healthcare CRM market is expected to reach around $28.89 billion by the year 2026 📈. 

But how and why is this happening?🤔

It’s because a huge part of the world requires software that prioritizes patient relationships and engagements. Also, there is an increasing demand for secure and structured data without a lack of robust security 🔒.

With this, businesses are looking for the healthcare CRM software in the market, and choosing the best can be challenging due to the excessive number of options. 

For your convenience, we have listed the best CRM for the healthcare industry in 2024, including its benefits, and the ways to choose the right one

Let’s walk together 🚶 

Top CRM for Healthcare: At a Glance

After extensive research and reviewing customer reviews on various online review platforms, we have listed the 17 Best CRM software for the healthcare industry. 

Here’s a glance at the 17 best healthcare CRM in the table: 

CRMPricingEase of UseCustomizationBusiness SizeHIPAA-compliant
Best For
Salesforce Health CloudStarts from $325/user/monthYesYesSmall to medium businessesNoInsurance and banking company
KeapStarts from $299/monthYesYesSmall businessesYesAutomation
ZohoStarts from $20/user/monthYesYesSmall to large-sized businessesYesCommunicating with patients
PipedriveStarts from $14/user/monthYesYesSmall businessesYesPatient segmentation
Microsoft Dynamics 365Contact sales teamNoYesSmall to medium businessesYesImprove customer experience
ZendeskStarts from $69/user/monthYesYesSmall to medium businessesYesTicketing system
NimbleStarts from $29.90/user/monthYesYesSmall businessesNoHuman resources
OperaDDSStarts from $99/monthNoYessmall  businesses YesDental practices
Bitrix24Starting from a free planYesYesSmall businesses and enterprisesYesReminder and tracking
LeadsquaredContact the sales teamYesYesSmall to big YesMonitoring the workflow
CreatioStarts from $25/user/monthYesYesMedium to large YesWorkflow automation 
PegaStarting from $35/user/monthNoNoEnterprise size businessesYesIntelligent integrations
OnpipelineStarts from $25/user/monthYesYesSmall businessesYesPatient scheduling
DrChronoContact the sales teamYesYesSmall to medium businessesYesMedical billing
Influx MDStarts from $45/monthYesYesSmall to medium businessesYesEngagement strategies
VeevaContact the sales teamYesYesSmall to medium businessesNoLife sciences industry
BestNotesStarts from $57/user/monthYesYesMedium businessesYesBehavioral health industry

17 Best CRM for Healthcare in 2024

Among the multiple healthcare CRMs in the market, we listed these as the 17 best CRMs for the healthcare industry. These are useful and popular and offer multiple features that help provide better assistance in healthcare. 

Here is the list of the 17 Best CRMs for Healthcare Industry in 2024: 

1. Salesforce Health Cloud

Salesforce Health Cloud is one of the best CRM healthcare systems that improves the customer experience for patients, members, and providers. It offers a 360-degree view of the clinical and nonclinical data that helps in healthcare and science organizations. 

Salesforce Health Cloud CRM software

This medical CRM software lets you complete case worklists and collaborate across teams within a centralized platform. It also improves productivity using workflow automation and providing insights. 

⚡Top Features

  • Integrated care management
  • Group insurance
  • Network and relationship management
  • Intelligent document automation
  • Data cloud for health


  • It provides a free trial and a demo.
  • Easy and well-designed UI.
  • It covers almost every industry-standard template.


  • Call recording issues.
  • Reported to run slowly sometimes.
  • Need improvement in care plan template.


  • Health Cloud Enterprise: $325/user/month 
  • Health Cloud Unlimited: $500/user/month
  • Health Cloud Einstein 1 for Service: $700/user/month
  • Health Cloud Einstein 1 for Sales: $700/user/month

Note: These prices are billed annually.

2. Keap

Keap is a healthcare CRM solution that helps growth-focused small businesses unlock their potential using marketing automation and sales. This software lets you easily capture, organize, and track your workflow to increase the efficiency of medical assistance. 

Keap best CRM for healthcare

Healthcare businesses using Keap as their customer relationship management can understand the patient’s needs and choices and work on enhancing them. Businesses of all sizes use this healthcare CRM software to provide a seamless customer experience. 

⚡Top Features

  • Integrations with other business tools
  • Advanced sales reporting and analytics
  • Email management
  • Multi-page funnels
  • Automated alerts and tasks


  • Provides free trial.
  • Clear and easy-to-use interface.
  • Multiple integrations are available.


  • Expensive pricing.
  • Sometimes, it gets buggy.
  • Users reported slow performance.


  • Ignite: $299/month
  • Grow: $399/month
  • Scale: $599/month

3. Zoho

Zoho is one of the customizable healthcare CRM companies that help organizations, including healthcare sectors, to manage communication and engagement with healthcare professionals. It maintains the patient records securely in a unified platform with improved accessibility.  

Zoho CRM for Healthcare

Zoho provides easy online scheduling and instant clinical consultation to deliver better healthcare. It also offers fully encrypted data with backup in the cloud, customer solutions, and multi-platform compatibility to enhance and automate healthcare processes. 

⚡Top Features

  • Contact management
  • Integrations with 500+ business apps
  • Detailed reports
  • HIPPA compliance
  • Event management


  • Affordability with price diversification.
  • Barely need help to configure the CRM.
  • Provide customizability for businesses, adding required options.


  • Performance issues occur sometimes.
  • The customer support team is hard to talk to.
  • The voice of the customer & sentiment analysis function needs improvement.


  • Standard: $20/user/month
  • Professional: $35/user/month
  • Enterprise: $50/user/month
  • Ultimate: $65/user/monthly
  • CRM Plus: $57/user/monthly
  • CRM Flex: $20/user/monthly 

Note: CRM Flex is only billed annually.

4. Pipedrive

Pipedrive is a sales-forward and healthcare CRM solution that allows users to track pipelines, automate tasks, and manage patients. It automates the process of assigning and segmenting current or new patients to a specific department, team, or person. 

Pipedrive Best CRM for Healthcare

Pipedrive also gives patients flexibility and the advantage of being assigned based on location, billing request, or medical issue. It is also HIPAA-compliant medical CRM software, making it one of the best CRM for healthcare. 

⚡Top Features

  • Customizable reports
  • Pipeline management
  • Documents and templates
  • Marketplace integrations
  • Web visitor tracking


  • Provides free trial.
  • Wide range of Integration capabilities.
  • Simple and user-friendly interface.


  • Might occur a glitch in email integration.
  • Some unknown issues with integrations.
  • The performance gets slow sometimes.


  • Essential: $14/user/month
  • Advanced: $29/user/month
  • Professional: $59/user/month
  • Power: $69/user/month
  • Enterprise: $99/user/month

5. Microsoft Dynamics 365

Microsoft Dynamics 365 is one of the best CRM for healthcare designed to manage leads, patients, internal and external specialists, partners, referrers, vendors, and marketing efforts within a single mobile application or web face. 

Microsoft Dynamics 365 healthcare CRM software

Microsoft Dynamics 365’s advanced analytics help your care team provide proactive care management and manage populations. This tool is designed to tackle the daily problems and challenges faced by healthcare company professionals with multiple locations. 

⚡Top Features

  • Automation & Reminders
  • Patient & customer management
  • Referral management
  • Resource scheduling
  • Integrations options


  • Helpful customer support.
  • Provides advanced workflow management tools.
  • Availability and effective use of integrations.


  • Not an easy-to-navigate interface.
  • Challenges while migrating business data to different platforms.
  • Some users have faced common performance issues


  • Contact the Microsoft Dynamics 365 Sales team. 

6. Zendesk

Zendesk is a modern CRM that delivers personalized, secure customer service, increasing the overall engagement experiences of healthcare providers, payers, and vendors. Users can easily contact customer service through chat, email, text, phone, and mobile at any time, which allows businesses to be one step ahead regarding customer support. 

Zendesk CRM software for healthcare

Zendesk offers advanced CRM features, including messaging, live chat, help centers, agent workspaces, and workforce engagement. Also, Zendesk offers AI-powered advanced support and ticketing features.  

⚡Top Features


  • Offers a free trial and a demo.
  • Supportive and effective customer support.
  • Effective integration abilities.


  • Not value for money.
  • Multiple language features are not available.
  • Some problems were reported while upgrading the account.


  • Suite Team: $69/user/month
  • Suite Growth: $115/user/month
  • Suite Professional: $149/user/month
  • Suite Enterprise: Contact sales team

7. Nimble

Nimble CRM is a social CRM that pulls the client’s or patient’s profiles from the screen. It offers customizable tasks, contact fields, and pipelines. This allows you to keep your notes on clients in one place that will be easily accessible to the team. 

Nimble Best CRM for Healthcare

This medical CRM software helps you gather and tailor information about patients’ and clients’ needs. Features such as CRM reporting and analytics, combined with the wide availability of integrations, make it on this list. 

⚡Top Features

  • Microsoft & Google Integrations
  • Individual and team tracking
  • Reporting and forecasting
  • Customer contract management
  • Pipeline management


  • Easily integrates with multiple business tools. 
  • Intuitive and highly user-friendly interface.
  • Helps in patient management.


  • No free plan is available.
  • Lacks 24/7 customer support. 
  • Several bugs are reported.


  • Nimble pricing: $29.90/user/month

8. OperaDDS

OperaDDS is a HIPAA-compliant CRM healthcare solution that helps you fill your schedule with recall and payment reminder messages. It allows two-way texting and email campaigns and will enable patients to reduce wasted time with other traditional forms. 

OperaDDS medical CRM software

OperaDDS is specially designed for dental staff members and patients with no computer experience, making it the dental communication solution that helps with forms, reminders, and more

⚡Top Features

  • Paperless forms
  • Team messaging
  • Secure Email
  • Automated recall
  • Appointment reminders


  • Time-saving experiences for customers.
  • Great customer support.
  • Enables to communicate to all devices from one screen.


  • Lack of in-person training.
  • Difficulty in learning.
  • Limitations in integrations.


  • Forms: $99/month
  • Forms, reminders: $199/month
  • Forms, reminders, reviews: $249/month
  • Growth package: $299/month

9. Bitrix24

Bitrix24 is a CRM service provider that helps break down tasks, manage teams and workloads, and monitor overall progress to ensure quality execution. It offers a comprehensive tool for automating clinics, hospitals, and medical centers. 

Bitrix24 Best CRM for Healthcare

This CRM healthcare eases the patient’s journey by tracking it through its checkerboard tool. This tool enables you to set up or plan the schedule of a clinic specialist, leading to better and more satisfactory customer journey optimization.

Also, the features like auto-dialing and email notifications remind the patient of upcoming appointments. 

⚡Top Features

  • Online appointments
  • Checkerboard tool
  • Automation feature
  • Auto-dialing
  • Email notifications


  • Good with reminders and tracking the progress.
  • Functions are comfortable and easy to use.
  • Offers free plan.


  • Customer support is not accurate while answering queries.
  • Designing can feel outdated.
  • Unnecessary charges were reported.


  • Free plan: $0/unlimited users
  • Basic: $60/organization/month
  • Standard: $124/organization/month
  • Professional: $249/organization/month
  • Enterprise: $499/organization/month

10. Leadsquared

Leadsquared is a useful healthcare CRM that can simplify appointments, automate manual tasks, and effectively communicate with patients. It allows businesses to decrease patient turnaround time and provide better functions and visibility. 

Leadsquared CRM for healthcare

This medical CRM software is HIPAA compliant and GDPR, ISO, and AICPA certified, which ensures robust security for users. Its ease of use in creating and managing appointments for outpatient services and letting therapists visit patients’ homes after patients request home service makes it one of the best CRMs in the healthcare industry. 

⚡Top Features

  • Workflow automation
  • Unified customer profile
  • Integrated call handling
  • Advanced analytics and dashboards
  • Ticket centralization


  • User-friendly interface.
  • Good customer support.
  • Integrations with third-party software.


  • Users reported slow performance.
  • No options to open different filters at the same time.
  • A major issue in call drops.


  • Contact the Leadsquared sales team. 

11. Creatio

Creatio is a global vendor of non-code platforms, especially used for automating workflows. It provides CRM functionalities that can leverage patients’ experiences in any healthcare industry. 

Creatio healthcare CRM software

Creatio offers the ability to make appointments using chatbots and analyze the quality of patient care. These functionalities enhance customer service and the staff experience. 

⚡Top Features

  • 360-degree customer view
  • Collaboration tools
  • Document management and archiving
  • Reporting analytics
  • Desktop integration


  • Intuitive interface and easy-to-navigate.
  • Multiple automation is available.
  • Large customization options for businesses.


  • Features limitations have been reported.
  • Users were dissatisfied with performance issues.
  • Time-consuming set-up process.


  • Growth plan: $25/user/month
  • Enterprise plan: $55/user/month
  • Unlimited Plan: $85/user/month. 

12. Pega

Pega is a provider of customer relationship management (CRM) software for organizations in healthcare, finance, insurance, manufacturing, and more. It intelligently integrates and coordinates all the systems, people, and data involved in healthcare process management. 

Pega healthcare CRM software

This healthcare CRM software automates workflow management, generation of notifications, patient correspondence, and retrieving data to existing systems. Also, an automated health management system creates a comprehensive audit trail to support your needs, reporting, and analytics. 

⚡Top Features

  • AI-powered decision hub
  • Sales automation for healthcare
  • Client lifecycle management 
  • Case management
  • Robotic process automation (RPA)


  • Handles high volumes of customer data efficiently.
  • Flexible for both junior and senior developers.
  • Easy integrations with great customer support.


  • The difficult learning curve for advanced features.
  • Too focused on BPM, neglecting CRM.
  • Limited filtering capabilities.


  • Low-code factory edition: $35/user/month OR $0.45/case 
  • Standard edition: $90/user/month OR $0.80/case
  • Enterprise edition: Contact the sales team

13. Onpipeline

Onpipeline is a CRM healthcare that streamlines the process of creating invoices, quotes, and billing. It offers the option of adding customer fields whenever required, providing users with customization options. 

Onpipeline healthcare CRM software

With this, sales pipeline stages help you visualize the whole sales process and provide insights for opportunities. It is also HIPPA compliant and meets the physical and technical safeguards required for security terms. 

⚡Top Features

  • 24/7 appointment booking through a web page.
  • Invoice management 
  • 360-degree patient profile
  • HIPPA compliant
  • Integrate CRM with EHR


  • Modern and intuitive interface.
  • Availability of accurate statistics tools.
  • Good customer support.


  • It lacks advanced analytics capabilities.
  • Sometimes, trouble is seen in the login process.
  • Users reported sudden stoppage while working.


  • Pipeline: $25/user/month
  • Standard: $39/user/month
  • Advanced: $58/user/month

14. DrChrono

DrChrono is not exactly a healthcare CRM solution but an EHR solution that helps integrate scheduling, clinical workflows, patient engagement, and medical billing. 

DrChrono CRM for healthcare

DrChrono offers medical billing software with customizable profiles and dashboards in your EHR. Its features like online scheduling, self-check-in, and a HIPAA-compliant patient portal help Drchrono come to the list of the best healthcare CRM software. 

⚡Top Features

  • Intelligent reporting tools
  • Advanced billing features
  • Patient scheduling
  • Proven expertise
  • HIPAA compliant


  • The electronic prescribing module is convenient.
  • Well-integrated customer templates.
  • Easy to use and customizable.


  • Bad customer support.
  • Frequent downtimes and outages.
  • Occasionally, connection issues are seen.


  • Contact the DrChrono sales team.

15. Influx MD

Influx MD is a CRM healthcare solution for small—to medium-sized medical practices. It uses workflow automation, lead nurturing, and engagement strategies to help the sales team streamline sales workflows

 Influx MD CRM software for healthcare

Influx MD also offers a smoother and more efficient conversion process that helps in turning more contacts into patients in the medical practice. Also, it provides customers with installation specific to their business needs. 

⚡Top Features

  • HIPAA compliant
  • Email marketing 
  • Integrated messaging
  • Referral tracking
  • Advanced forms


  • User-friendly and intuitive interface.
  • Customizable lead tracking system.
  • HIPAA-compliant at a reasonable price.


  • Terrible customer support.
  • Not integration with scheduling software.
  • Customization limitations.


  • Medical marketing tools: $45/month (1000 contacts)
  • Medical sales tools: $133/month (2 users)
  • Medical CRM bundle: $159/month ( 1000 contacts and 2 users)

16. Veeva

Veeva Vault CRM is an enterprise customer relationship management (CRM) application, especially for pharmaceutical and biotech companies. It assists medical teams and ensures a good customer support system and service. 

Veeva healthcare CRM software

This medical CRM software includes stakeholder profiling, planning, sharing content, and analyzing medical insights. It offers easy communication with scientific and medical information to improve high-value interactions. 

⚡Top Features

  • Inquiry management
  • Real-time intelligence
  • Data-driven suggestions
  • Orchestrated multi-channel engagement
  • Team-based selling


  • Presence of all insights about customers in one database.
  • Can be customized according to user request and need.
  • Well-designed and built.


  • Unusual crashes are seen, and the work gets lost.
  • Analytics can be improved.
  • Charges are applied for each new functionality.


  • Contact Veeva’s sales team for pricing.

17. BestNotes

BestNotes is an EHR solution that functions as healthcare CRM software. It provides effortless compliance updates, expert support, and easy workflow, allowing users to focus more on patients instead of software. 

BestNotes healthcare CRM software

This effective electronic health record software includes features for nursing assessment, physical assessment, treatment plan review, and intake assessment to ease the medical work process. 

⚡Top Features

  • Real human support
  • Built-in CRM
  • Medication management
  • Record management
  • Electronic health record


  • Also supports mobile phones.
  • It lets you easily document information from auto-note.
  • Easy to navigate and makes the job easy.


  • Often, glitches are encountered.
  • Slow performing.
  • Users reported that the program was tedious sometimes.


  • 1-10 users: $57/user/month
  • Each additional user 11-100: $22.50/user/month (first 10 users remain at $57/month)
  • Each additional user 101+: $11.50/user/month

Note: A $100 setup fee is added.

What is CRM in Healthcare?

CRM in healthcare is the use of Customer Relationship Management (CRM) software, a software system that improves, reinforces, and promotes positive relationships with patients within healthcare organizations. 

The primary mission of CRM in the healthcare industry is to help do the following things: 

  • To get the patient’s insights and provide timely treatment.
  • To be more organized.
  • To keep track of every work related to health.
  • For putting reminders, following up on notes, project management, and use of analytics
  • To offer a personalized experience to patients’ treatments

Benefits of Having a Healthcare CRM

Customer relationship management (CRM) helps automate workflow and ease operational processes. Implementing CRM in the healthcare industry can have a transformative impact on hospitals and medical facilities’ operations.

Here are some of the benefits of having a healthcare CRM:

  • Improvement in healthcare delivery: CRM for the healthcare industry strengthens healthcare service delivery by automating tasks and improving operational planning. This allows health professionals to focus on more important areas and provide better patient care. 
  • Advancement in treatment practices: Healthcare CRM allows health professionals to offer more personalized care by providing easy access to patient records. This leads to a higher customer satisfaction score and better patient outcomes. 
  • Timely treatments with reduced errors: Customer relationship management software provides accurate and up-to-date information with perfect reminder tools, enabling healthcare professionals to reduce appointment errors. This allows the patient to treat the medication at the right time. 
  • Leverage smooth overall healthcare communication: CRM systems play an important role in creating reliable and smooth communication within the health organization and allowing the health sector to excel in providing the latest medical information. 
  • Ensured patient data security: Security in the healthcare sector is one of the crucial factors to consider, and CRM systems come with excellent security measures such as encryption, secure authentication, and network connection protocols. A quick tip: look for HIPAA-compliant healthcare CRM to safeguard the patient’s data better. 
  • Simplify hospital management and mechanisms: CRM optimizes the healthcare customer relationship with hospital workers and eliminates the need for manual documentation and guidance for medical employees. By accessing patient information, hospital staff can increase patient engagement during treatment. 

How to Choose the Right CRM for Healthcare?

Multiple healthcare CRM systems are available on the market, but selecting the right ones is always challenging and time-consuming. 

Here are some considerations to keep in mind while choosing the right CRM for healthcare:

  • Identify size and needs: First, observe your specific requirements, such as the number of patients you serve and which functions you need to provide better service. 
  • HIPAA compliance: In healthcare CRM, security is often a vital aspect to look into; consider choosing a CRM that is fully HIPAA compliant to safeguard sensitive patient data.
  • Integration capabilities: You will require software that can align with your existing software and offer more integration capabilities to enhance the workflow. 
  • Flexibility & customizable: Look for software that offers customization options. These allow you to adapt the software according to your needs and provide flexibility. 
  • Advanced data analytics: Choose medical CRM software with advanced data analytics to observe and understand the patterns of patients and healthcare organizations. 
  • Reliable communication: In the healthcare industry, you will often require easy and reliable communication with all patients, doctors, and departments. 


CRM in the healthcare industry is crucial to optimize overall management and offer fast delivery, and timely treatment. Using CRM functionalities in healthcare helps provide reliable communication with advanced data analytics and ensures secure workflow with HIPAA compliance. 

Additionally, for a better competitive edge among competitors and a better patient and medical staff experience, consider choosing the healthcare software based on your suitability and requirements. 

Remember to do your own research and focus on key functionalities such as integration capabilities, flexibility, customizability, advanced analytics, and a reliable communication provider.

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Dinesh Silwal

Dinesh Silwal is the Co-Founder and Co-CEO of KrispCall. For the past few years, he has been advancing and innovating in the cloud telephony industry, using AI to enhance and improve telephony solutions, and driving KrispCall to the forefront of the field.

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