15 Best Healthcare CRM Software in 2024

15 Best Healthcare CRM Software in 2024

Healthcare organizations create, manage and store an ocean of consumer data everyday. This data is pivotal to gaining insights that drive their administration, marketing, and outreach efforts.

Generic CRM tools often fail to fulfill the advanced needs of healthcare providers. With the healthcare industry having specific needs, the CRM technology market has adapted and created healthcare-specific CRM platforms specifically designed for the needs of hospitals and patients, weaving together all data into a 360-degree view of its healthcare provider and patient relationship.

What Is a Healthcare CRM?

A healthcare CRM – also referred to as a PRM (patient relationship management) – centralizes and manages all patient information, including medical history, prescription data, appointments, and historical patient communication.

What are the best healthcare CRM systems for hospitals in 2022?

  1. Veeva CRM
  2. HC1 Healthcare CRM
  3. Salesforce Health Cloud
  4. VerioMed
  5. Influence Health
  6. Evariant
  7. Sequence Health
  8. Leadsquared
  9. Insightly Health & Wellness CRM
  10. PlanPlus
  11. Pipedrive
  12. Zendesk
  13. Freshsales
  14. Kapture CRM
  15. Keap

Benefits Of a Healthcare CRM

Here are a few benefits of implementing a healthcare CRM.

1. Improved patient experience

According to a study by Accenture, 68% of patients are willing to switch providers if they don’t receive a personalized experience. Patient management features enable healthcare providers to track and manage patient information, such as demographics, medical history, allergies, medications, and treatment plans. All patient interactions are duly collated in one place and can be easily accessed by team members to make informed decisions. Patient experience can truly be personalized using healthcare CRM tools.

2. Streamlining operations

Day to day tasks of healthcare staff become easier with the help of healthcare CRM tools. Tasks like appointment and patient scheduling can easily be streamlined using a healthcare CRM. According to a study by Black Book Market Research, healthcare providers that use CRM tools see an average increase in revenue of 27%.

3. Quality treatment

Healthcare CRM tools help improve patient outcomes by providing patients with personalized care and education. CRM helps improve care coordination significantly by enabling providers to share patient data and collaborate with other healthcare providers involved in a patient’s care.

4. Advanced communications

Healthcare providers can monitor patient progress and follow up with them after treatment using healthcare CRM. This helps to ensure that the recovery is taking place as expected and the right treatment is provided at the right time to the patient with minimal errors or duplication of service

5. Increased efficiency

Healthcare CRM automates a number of tasks and manages loads of data which saves a lot of time for the healthcare staff. It eliminates redundant tasks and  streamlines the processes to increase the efficiency of the healthcare organizations.

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What Are the Most Important Features Of a CRM Software?

Here are the most important features of a CRM software.

1. Appointment scheduling

Healthcare CRM tools can schedule appointments by sending appointment reminders to patients via email, text, or other channels, reducing the risk of no-shows and cancellations. Healthcare providers can accordingly optimize their schedules leading to revenue maximization.

2. Communication tools

CRMs provide advanced communication tools that help keep  track of patients and follow up with them to ensure timely recovery. They also provide chat integration for patients to directly communicate with the sta

3. Patient management

CRMs can store and manage enormous amounts of data, which helps fetch the necessary information about each patient at the right time. Confidential patient information can also be managed in a secure environment with the help of a good healthcare CRM tool.

4. Billing and payment processing

Billing and payment processing can be automated using a CRM. Sending quotes to potential customers also becomes easier by using pre-designed templates. CRM softwares can also be integrated with billing systems, enabling providers to view patient billing history and other financial data in one system.

5. Analytics and reporting

CRM software helps aggregate data from various sources, such as Electronic Healthcare Records (EHRs) and billing systems. This provides a comprehensive view of patient data and helps create data dashboards for real-time viewing and analysis of data.

6. Security and Compliance

Healthcare CRMs help protect the patient information and comply with various regulations and standards, such as HIPAA (Health Insurance Portability and Accountability Act), which govern the privacy and security of patient data.  tool usees encryption to protect patient data in transit or at rest. Additionally, it helps prevent unauthorized access to patient data.

7. Integration with other systems

Integrations are important to utilize your healthcare CRM to the fullest potential. Marketing automation integration, chat integration, call center automation and integration are a few integrations that can make your healthcare CRM even more powerful.

15 Best Healthcare CRM software In 2024

Here’s a list of the top healthcare CRM software for you to consider in 2024.


1. Veeva CRM

G2 Rating – 3.9/5 

Price – Custom Quote

As the leader in cloud-based software for global life sciences, Veeva Systems Inc has a suite of solutions to help you manage the entire consumer lifecycle. The most popular is the Veeva CRM Suite, which is an end-to-end solution that helps you deliver intelligent customer engagement, resource planning, coordination across multiple channels, and efficient data consolidation.

Veeva Medical CRM also integrates with Salesforce Service Cloud to help healthcare providers deliver timely support as well as in the creation of self-service portals. All in all, Veeva CRM is a one-stop platform that helps you coordinate, execute, and track engagement across channels.

Drive adoption of your new healthcare CRM with Whatfix

2. HC1 Healthcare CRM

G2 Rating – 2.5/5 

Price – Custom Quote 

HC1 Healthcare CRM equips professionals with actionable key metrics to track a patient’s journey. The automated alerts, triggered lead follow-ups, grabs patients’ attention by providing contextual healthcare recommendations. For instance, automated seasonal disease reminders sent to all the patients communicate precautionary measures as well as help in lead nurturing.

The real-time dashboards and reports give healthcare professionals a quick and instant overview of your organization’s operations and performance, patient data, and streamline the daily tasks to increase both employee efficiency and patient satisfaction.


3. Salesforce Health Cloud

G2 Rating – 3.8/5 

Price – Custom Quote 

Salesforce Health Cloud arms your hospital with a platform that allows you to collaborate across departments efficiently, understand patients more deeply, and build 1-to-1 relationships across the entire patient journey. It unlocks data from legacy systems and gives you a unified view of the patient across every touchpoint and connects with them through a single engagement platform.  

The dashboards built into Salesforce help healthcare providers track referring accounts and tell you where to focus your marketing and sales efforts. When it comes to direct advertising, this Healthcare CRM lets you track every prospect— the source, their entire journey from awareness to consideration to becoming a patient, and more. Having a single unified view of all the information is especially important here since there are multiple channels, physician referral sources, and departments, to make it easy to follow up with prospects. Most importantly, Salesforce Health Cloud helps you coordinate care efficiently and ensures patients have access to the right information and services in real-time.


4. VerioMed

VerioMed is a healthcare CRM platform for clinical labs and hospitals which includes Intelligence, Analytics, and Order Entry modules.

With this Healthcare CRM software, labs and hospitals can easily access and process their data feeds. VerioMed’s Health Meter is an action board that provides a prioritized summary of your clients’ health. Their automated case management provides seamless integration with analytics helping you provide better and faster customer service. Healthcare organizations can also monitor all the sources of your data and identify trends and anomalous behavior to instantly alert the appropriate staff.


5. Influence Health

CRMs for healthcare are not just an investment in managing customer (patients) relationships but helps you understand the patient demographics as well as the adoption of high-value patients and prospects. These platforms also provide strategic insights to create targeted content for the patients.

Influence Health’s Healthcare CRM is one such platform that helps you do just that by pinpointing the ideal target audience with a comprehensive set of consumer demographic data and insights. The data can be accessed by marketing automation systems, web content management systems, contact center applications, and any other marketing system capable of using hospital CRM data to personalize content and offers.

Influence Health CRM helps you track multi-channel marketing campaigns with real-time dashboards and lets you run advanced reports on hospital revenue, leads, and campaign activity. With Influence Health’s Healthcare CRM reporting, you can analyze and get deep insights into the campaigns you’re running, the responses, and your organization’s overall performance.


6. Evariant

The Evariant healthcare CRM software is an end-to-end solution that offers a platform that helps you maintain a comprehensive and centralized data management hub. The analytics engine leverages the multiple data sources and delivers insights on what’s working – and what’s not – which helps you continuously improve your strategies and processes. It helps you to engage with patients across their healthcare journey with precision marketing campaigns.

Evariant Healthcare CRM is built in partnership with Salesforce® and provides patient and physician engagement, consumer and patient marketing solutions for hospitals and helps deliver on-the-fly, highly personalized world-class patient experiences.


7. Sequence Health

Sequence Health has a suite of Healthcare tools and services starting from its Healthcare CRM platform to its digital marketing solution which includes patient intake forms, online seminars, and search engine marketing. It helps you to acquire new patients, manage their experience by tracking every action through their journey, and maintain a continuous line of engagement with the patients.  

Its HIPAA-compliant digital forms are configured such that they’re personalized to your organization’s program. Since it integrates with their CRM platform in real-time, healthcare professionals will be equipped with the precise lead information necessary for acquiring new patients.


8. Leadsquared

G2 Rating – 4.6/5 

Pricing – Pro- $50, Super- $100, Lite- $15

Leadsquared’s Healthcare CRM, Marketing & Patient Management Solution helps you across patient acquisition, communications, and engagement. Healthcare organizations need a tool to create, manage, and deploy awareness campaigns, track appointments, and notify both patients as well as doctors about scheduled appointments.

With this CRM for healthcare providers, you can easily capture patient inquiries and appointments from multiple sources like Healthcare Marketplaces (Practo, Lybrate, Healthgrades, RateMDs, etc), social media, website, landing pages, and even offline sources like TV ads, newspaper ads, billboards and more. You can identify the specific ads or lead-generating sites that are bringing in more appointments and use that intel to create better campaigns.

Every new or repeat patient’s call can be captured and recorded with Leadsquared’s seamless integrations with call tracking software like SuperReceptionist, CallRail, CallTrackingMetrics, etc. The captured patient inquiry is automatically updated in the records or added as a new case (for new patients).

No matter where the patient inquiry is coming from, it gets automatically assigned to doctors based on the patient’s location, preferences, condition, and doctors’ availability and specialty.

While monitoring patient activity, you can easily identify the intent by tracking the pages they visit on the website, the forms they fill, and their conversations and automate notifications to the staff to take appropriate actions. You can set predefined rules and triggers as well.


9. Insightly Health & Wellness CRM

With more than 1.5 million users in a variety of industries, Insightly’s Health and Wellness CRM mainly helps in contact management. It integrates with several applications like Gmail, Office 365, MailChimp, etc. making it easy for you to connect your patient records with email communications, online procedure documentation, payment receipts, and more.

It also helps healthcare professionals track every donor interaction and automatically import every individual’s profile information. The highlight here is that you can understand key relationships within your donor and volunteer communities to increase your supporter’s growth.


10. PlanPlus

G2 Rating – 4.7/5 

Price – Personal- $12, Professional- $35, Business- $59

PlanPlus Healthcare CRM has one of the best task management systems featuring the Franklin methodology in its digitized online planner which is one of its most used features. Its Patients Referral Management utilizes the process builder and helps keep track of their patient referrals, primary care physicians, specialists, and any other health providers involved in a patient’s care.

This CRM for Healthcare also helps in medical device tracking by tracking product serial numbers, RMAs, and product documentation requirements with custom fields.

The Healthcare industry isn’t just about who has the fanciest equipment and medical tech but about who has the best service and most importantly delivering the best outcomes. After all, health is wealth. A CRM for Healthcare is what can efficiently carry the weight of increasing compatibility between the multiple technologies and systems that are used by a hospital and make healthcare seamless.


11. Pipedrive

Pipedrive is an all in one sales platform that aids hospitals. It helps healthcare professionals manage patient relationships, track patient interactions, and streamline administrative tasks. Pipedrive is particularly useful for healthcare providers who operate in a private practice or clinic setting as it helps them streamline administrative tasks. Additionally, the CRM is customizable and can be shaped to meet the unique needs of healthcare professionals.

Pipedrive dashboard
zendesk logo

12. Zendesk

Rating – 4.3 / 5 

Pricing – $150 for enterprises 

Zendesk enables healthcare institutions to deliver better patient relationships using its advanced analytics that helps deliver a personalized and superior service. It helps in advanced data management using integrations that enables Zendesk to manage data from multiple sources. Zendesk healthcare CRM is a useful tool for healthcare providers with comprehensive patient service capabilities.


13. Freshsales

Rating – 4.6/5 

Pricing – $69 for enterprises

Freshsales healthcare CRM has efficient data dashboards that provide essential metrics to healthcare providers. Team performance can be tracked using Freshsales  and periodically be shared. Additional features of this CRM include one click phone, sales lead tracking, event tracking and sales management.

Kapture CRM

14. Kapture CRM

Kapture CRM helps hospitals automate their tasks and save time and resources. It helps in collating all data in one place like source-wise appointments, center-wise performance, department-wise performance, and patient status reports. Patient requests can be auto-detected and assigned to available doctors automatically using this healthcare CRM. Kapture CRM also helps in the efficient management of payrolls.

kapture CRM
keap logo

15. Keap

Rating – 4.2 / 5 

Pricing – Pro- $169.00 , Max- $199.00″

Keap makes collecting patient data efficient and seamless by providing landing page templates, patient form filling, and appointment setting features. It is a flexible CRM and can be shaped according to the healthcare provider’s needs. Keap provides sales and marketing automation features that are easy to set up and use. All interactions with a patient are collated at one place and can be easily accessed by team members. Keap CRM is customizable, easy to use and accessible.


Now that you’re well on your way to shortlisting a few Healthcare CRMs, the next part is to onboard and train your staff to use the CRM to its full potential. This could get overwhelming owing to the platforms’ sophistication.

Consider implementing a digital adoption platform such as Whatfix to create an easy, and interactive onboarding process – with personalized walkthroughs and in-app tooltips for better healthcare CRM adoption, allowing you to maximize your technology ROI.

Whatfix allows you to create in-app training content such as product tours, interactive walkthroughs, task lists, smart tips, embedded knowledge bases, etc., for effective onboarding, training, and on-demand support.

Schedule a free demo with us today to learn more about Whatfix training!

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