April 26, 2024

Top 15 CRM Software for Medical Practices in 2024

Elena Pashkovskaya

Technical copywriter


Top 15 CRM Software Solutions for Healthcare [2024]

Elena Pashkovskaya

Technical copywriter


Top 15 CRM Software Solutions for Healthcare [2024]

How can customer information in healthcare be effectively managed? Various systems offer diverse solutions, including specialized CRM software. These programs help gather, manage, and analyze customer information, creating a better customer experience, providing valuable insights for marketing campaigns, and streamlining the workflow.

Today, we'll discover the best healthcare CRM software solutions, compare their key features and pros and cons, and find out which one can suit your organization.

What Is CRM in Healthcare

Customer relationship management (CRM) systems in healthcare cater specifically to the needs of doctors, patients, and healthcare organizations, helping to manage communication and organize data. While some CRMs offer a standard set of features, such as scheduling appointments and storing patient information, others might target specific areas like dentistry or mental health, offering features tailored to those specialties.

While still managing patient contact information, healthcare CRMs go beyond the basics to offer a comprehensive suite of tools. The main ones include:

Appointment scheduling and reminders: Streamline the patient and staff process with online scheduling, automated confirmations, and two-way communication.

Patient relationship management: Store and manage detailed patient data, including medical history, demographics, and communication preferences. It allows for personalized care plans and targeted outreach.

Marketing automation: Design and deliver targeted campaigns to promote preventative care services, wellness programs, and patient education initiatives.

Data analytics and reporting: A healthcare CRM system can provide valuable insights into patient trends, track advertising campaign results, and identify growth areas. A data-driven approach can significantly enhance your practice's efficiency and patient care.

HIPAA compliance: Healthcare CRMs recognize the importance of dealing with sensitive information and prioritize security and HIPAA compliance. This ensures that patient information remains protected, giving you and your patients peace of mind.

Commercial CRM vs Custom CRM Development

Launching custom CRM development or refer to healthcare CRM companies for ready-made solutions? Let's draw the bottom line on that issue.

Commercial CRMs are suitable for businesses with limited budgets, the need for fast implementation, and industry-standard features. Nevertheless, they lack customization opportunities, may have unnecessary features, and give less control as the vendor dictates the updates and features.

Custom CRM development ensures that you'll get only the features you want, enables scalability and customization, and provides seamless integration opportunities. Choosing custom healthcare software development gives your business a competitive edge, allowing it to shine on the market and attract more customers.

However, custom medical CRM software has higher development costs than pre-built solutions, and the development process may be time-consuming. Consider your company's needs and budget to determine which option will best suit you.

Top 15 CRM Solutions for Healthcare

The healthcare software market offers many CRM systems for every taste and budget. How can you navigate this sea of options? Without dragging it out, we'll look at the best CRM software for the healthcare industry. Let’s get it started!

Best for Price Business size Customization Ease of use HIPAA-compliant
Salesforce Health Cloud Marketing and analytics Starting at $325/user/month Medium and large companies Highly customizable Complex Yes
Pega Customer data analysis Starting at $35/user/month or $0.45/case Large companies Highly customizable Steep learning curve Can be made compliant
Microsoft Dynamics 365 Personalized care plans Starting at $95/user/month Medium and large companies Customizable Steep learning curve Yes
Onpipeline Patient acquisition Basic plan starting at $25/user/month Small and medium-sized businesses Customizable Easy to use Yes
Leadsquared Real-time patient data analytics Starting at $25/user/month. Custom plans available Suitable for businesses of any size Limited customization Easy to use Yes
Zoho Patient data management Starting at $14/user/month Small and medium-sized companies Complex customization Easy to use Includes compliance capabilities
Keap Patient care improvement Basic plan costs $159/month Suitable for businesses of any size Customizable Easy to use Yes
OperaDDS Communication and collaboration for dental practices Starting at $99/month Suitable for businesses of any size Customizable Steep learning curve Yes
Creatio Patient journey experience management Starting at $25/user/month Medium and large companies Customizable Steep learning curve Yes
Pipedrive Enhanced automation Starting at $14/user/month Small businesses Highly customizable Easy to use Yes
Influx MD Streamlining patient’s journey Starting at $159/month Small and medium-sized companies Limited customization Easy to use Yes
DrChrono Patient data management Flat monthly fee per healthcare provider, starting at $249 Suitable for businesses of any size Customizable Easy to use Has compliant integrations
Zendesk Management of patient interactions Starting at $189/user/month Medium and large companies Complex customization May be challenging Can be made compliant
BestNotes Behavioral health and addiction treatment centers Starting at $55/user/month Small and medium-sized companies Highly customizable Easy to use Yes
Veeva Pharmaceutical and biotech companies Given upon request Medium and large companies Highly customizable Steep learning curve No

Salesforce Health Cloud

This solution is considered one of the best healthcare CRM software. It offers a robust and highly customizable platform. The solution integrates with various healthcare-specific applications and features strong patient engagement tools, marketing automation, and analytics.

Salesforce Health CRM streamlines workflow and facilitates team collaboration and patient interactions. However, its extensive features and advantages are best suited to big organizations and may be redundant for a smaller business.

Pros: Scalability, all-around patient profile view, customization, robust integrations with other systems, advanced analytics and reporting.

Cons: Costly option, steep learning curve.

Price: Starting at $325/user/month


Pega CRM is a powerful solution built on Pega's low-code development platform. It uses AI for customer data analysis and recommends the best action for your sales and marketing teams. It automates repetitive tasks and allows you to customize extensively without being a coding expert.

Pega suits large companies with the resources to invest in its implementation and ongoing maintenance.

Pros: Low-code development, flexibility and scalability, improved customer experience, streamlined processes.

Cons: High cost and complexity, limited out-of-box functionality, steep learning curve.

Price: Starting at $35/user/month or $0.45/case

Microsoft Dynamics 365 Healthcare

This medical CRM software creates a unified patient profile that integrates medical history, current conditions, and future care plans. 360-degree patient view allows for more personalized treatment and communication.

Microsoft Dynamics 365 Healthcare enables care team collaboration on developing and implementing personalized care plans, facilitates scheduling appointments, sends test results notifications, and keeps patients informed about updates or changes in their care plans.

Microsoft Dynamics 365 Healthcare is HIPAA compliant, ensuring patient data security and privacy. It seamlessly integrates with Microsoft products and has great interoperability with EHRs and other healthcare systems.

Pros: Seamless integration with Microsoft products, advanced analytics and reporting, scalability and customization opportunities, interoperability with healthcare applications.

Cons: High price, steep learning curve.

Price: Starting at $95/user/month


Onpipeline CRM shines in patient acquisition, offering comprehensive demographic data and insights to target ideal audiences. It seamlessly integrates with marketing automation and other platforms, allowing personalized content and campaign tracking.

This medical CRM software allows centralized communication with patients through e-mails, calls, and SMS, with everything linked to the relevant patient record. Additionally, Onpipeline provides a comprehensive picture of each patient, allowing healthcare providers to deliver more personalized care.

Pros: User-friendly interface, integration capabilities, lead-tracking feature.

Cons: Lacking advanced functionalities and a smaller range of integrations compared to more established healthcare CRM providers.

Price: Basic plan starting at $25/user/month


This CRM is designed to scale with business, so whether you're a small startup or a larger company, LeadSquared can adapt to any needs. The healthcare CRM solution keeps everything in one place, improving collaboration between sales, marketing, and customer service. Segmented marketing, real-time patient analytics, and automated patient journeys are the most attractive features of the solution.

Leadsquared also stands out for its HIPAA compliance, ensuring the utmost security for sensitive patient data.

Pros: User-friendly interface, seamless integrations, great scalability.

Cons: Little customization, slow customer support, frequent server issues.

Price: Starting at $25/user/month, automation plans start at $150, and custom plans are available.


A comprehensive suite focused on patient management provides a well-organized system for storing and managing detailed patient data, appointment scheduling, and communication. Zoho CRM facilitates patient data management with robust integrations and an adaptable mobile app for on-the-go access.

Pros: Advanced security measures, user-friendly interface, high adaptability, automation of repetitive tasks, cost-effective option for smaller practices.

Cons: Steep learning curve, complex customization, lack of healthcare-specific features, limited integrations with healthcare software.

Price: Starting at $14/user/month


Keap CRM can be a helpful tool for clinics seeking to improve patient care and manage their practice efficiently. It allows the create landing pages and forms to attract new customers, converting them into leads. You can then manage the entire patient journey, from initial contact to appointment scheduling and follow-ups, through automated workflows and e-mail marketing.

This healthcare CRM system helps to improve patient care through automated tasks, enhanced communication, and improved care coordination between healthcare staff. Keap offers a Business Associate Agreement to ensure compliance with HIPAA regulations for storing and handling protected health information.

Pros: Ease of use, process automation, customization opportunities.

Cons: Limited scalability and reporting capabilities.

Price: The basic plan costs $159/month and includes 2 users and 1500 contacts.


OperaDDS is an all-in-one communication and case collaboration software designed specifically for dental practices. It caters to dental clinics of all sizes and offers features to improve internal staff communication and patient interaction.

The CRM enables secure messaging for staff on any device, allowing for quick and easy information sharing. HIPAA-compliant digital forms enable efficient patient intake and reduce paperwork burden. Its secure case collaboration tools streamline communication between dentists and staff regarding patients.

Pros: Seamless integrations, focus on dental-specific tools, reputation management feature.

Cons: Lack of functionalities for billing, inventory management, advanced charting, and limited reporting capabilities.

Price: Starting at $99/month


Creatio CRM is a strong contender in healthcare CRM systems, particularly for midsize and large enterprises. It stands out for its no-code platform, which allows users to customize workflows and applications without needing programming expertise. Creatio isn't just a single CRM but a suite offering separate applications for Sales, Marketing, and Service. Businesses can choose the modules they need or get the entire platform for a unified customer journey experience.

While not a specific healthcare solution, Creatio offers pre-built workflows and task automation, like appointment reminders, follow-up e-mails, and report generation.

Pros: Flexibility and scalability, customization, and automation opportunities.

Cons: Complex, expensive, particularly with additional users and features.

Price: Starting at $25/user/month


Pipedrive CRM can be a suitable option for some healthcare practices, but it has limitations compared to healthcare-specific CRMs. Its potential benefits include customizing pipelines and fields to fit specific workflows, automating repetitive tasks, and integrating with third-party tools.

For businesses heavily reliant on sales processes, Pipedrive offers robust features like activity tracking, forecasting, and goal setting. These help streamline sales operations and improve conversion rates.

Pros: User-friendly interface, ease of use, mobile app availability, transparency, and predictable pricing.

Cons: Focus on sales, limited patient management features.

Price: Starting at $14/user/month

Influx MD

Influx MD is a medical CRM software solution that is a powerful tool for attracting new patients, engaging with existing ones, and streamlining the patient journey. It includes features such as e-mail marketing campaigns, customizable landing pages, and social media management. Additionally, the software helps track and manage leads throughout the sales funnel, ensuring they don't fall through the cracks. The CRM manages patients' information and keeps it safe, being HIPAA-compliant.

Pros: Enhanced security, Facebook and e-mail integrations, flexible pricing, smart analytics.

Cons: Limited customization and customer support issues.

Price: Starting at $159/month, includes 2 users and 1000 contacts


DrChrono itself isn't a traditional CRM system. However, it integrates with various healthcare CRM solutions to enhance patient relationship management within its EHR platform. The integration can automate tasks and eliminate the need to switch between separate systems. For instance, a CRM might automatically generate appointment reminders and update patient records after a completed visit.

CRM functionalities within DrChrono can facilitate better patient engagement. Features like online scheduling and patient portals can empower patients to manage their healthcare more actively.

Pros: User-friendly interface, competitive pricing structure, mobile friendly, customizable templates, strong customer support.

Cons: Limited complex data analysis opportunities, learning curve for complex features, integration issues.

Price: Flat monthly fee per healthcare provider, starting at $249.

Zendesk for Healthcare

Zendesk for Healthcare is a customer service platform designed specifically for healthcare organizations. It provides a single platform to manage all patient interactions, whether via e-mail, phone, chat, or social media. It eliminates the need to switch between systems and ensures all communication history is readily available.

Additionally, Zendesk facilitates the delivery of personalized care and streamlines healthcare providers' operations.

Pros: Customizable analytic dashboards, powerful integrations, omnichannel support, an advanced ticketing system, real-time customer analysis, and community forums availability.

Cons: Customization complexity, overwhelming functionalities.

Price: Starting at $189/user/month


BestNotes caters specifically to the needs of behavioral health and addiction treatment centers. It combines two essential functionalities into one platform: EHR and CRM.

EHR components allow therapists and other mental health professionals to securely document patient interactions, diagnoses, treatment plans, progress notes, and other relevant clinical information. Features like customizable templates and outcome tracking can improve efficiency and ensure comprehensive patient care.

CRM helps manage the business side of the practice. It streamlines tasks like tracking inquiries and referrals, managing referral sources, patient communication, reporting, and analytics.

Pros: Great detail in features, customization, and integrated outcome measures.

Cons: Limited mobile use and no integrations for insurance billing.

Price: Starting at $55/user/month


Veeva CRM is a specifically designed solution for the life sciences industry, including pharmaceutical, biotech, and animal health.

The CRM is built around a central database for healthcare specialists, such as doctors, nurses, and medical institutions. It allows various teams within your organization to access a unified view of customer interactions. It also offers mobile functionality for tasks like call reporting, sample management, and visit planning, empowering sales reps in the field.

Veeva CRM is an enterprise-level healthcare solution with higher pricing than general CRMs. Due to its depth of features, Veeva might have a steeper learning period for some users.

Pros: Data integration possibilities, high degree of customization, user-friendly interface.

Cons: Expensive compared to general-purpose CRMs, complex to set up, limited reporting.

Price: Given upon request

Other CRM Options for Healthcare Providers

There are plenty of CRM options in healthcare besides those mentioned, so if none of the ones on the list suit your business needs, you can widen your horizons and discover more alternatives.

  • Odoo is an open-source software offering a strong possibility for managing a healthcare practice through its integrated suite of business applications, including a CRM specifically suited for healthcare needs.
  • IBM provides a cloud-based platform called Watson Health that incorporates valuable features for healthcare CRM needs and other functionalities.
  • NexHealth focuses on patient experience management, specifically for medical and dental practices. While not a traditional CRM, it excels in features designed to improve the patient experience throughout their journey. It includes online scheduling, automated appointment reminders, and patient review management.
  • Marketware is a suite of healthcare technology solutions designed to strengthen physician relationships for healthcare organizations. While not a traditional CRM focused on general customer management, Marketware's Physician Strategy Suite is a specialized CRM for the healthcare industry.
  • AbbaDox is a radiology CRM designed to manage referral workflows and relationships between imaging centers and referring physicians. It focuses on streamlining the referral process for imaging centers and referring physicians. It can include features for tracking referrals, managing communication, and ensuring timely appointments.

How to Choose the Best CRM for Healthcare

  To choose the right CRM software, consider business size and needs, analytics potential, scalability and flexibility features, HIPAA compliance, and integration capabilities.

With various healthcare CRM systems available on the market, selecting the right system requires careful consideration. Here are some factors to keep in mind:

  • Practice size and needs: Consider your practice's specific needs, such as the number of patients you serve and the extent of services you offer.
  • HIPAA compliance: Ensure the CRM is fully HIPAA compliant to safeguard sensitive patient data.
  • Scalability: Choose a CRM that can grow with your practice as your patient base expands.
  •  Integration capabilities: Look for a system that fits seamlessly with your existing EHR and other software.
  • Data analytics: Choose a CRM with extensive data visualization tools, dashboards, metrics, and detailed reports to better understand the dynamics and patterns in your healthcare organization.
  • Flexibility: Ensure the medical CRM software is flexible enough to adapt to your business needs and can be customized.
  • Communication: Check whether the CRM solution provides easy and secure communication with patients, between fellow doctors, and the departments.

By implementing healthcare CRM solutions, medical facilities can empower themselves to deliver exceptional patient care, optimize operations, and navigate the ever-changing healthcare landscape.


With the variety of healthcare CRM options available on the market, it is a matter of time before you find a suitable one. Nevertheless, the ready-made software offers little control over implementing new features and carries long-term cost implications, and you cannot ignore these factors.

If you have not found the right CRM software for your organization and are considering custom healthcare CRM development, feel free to contact us. NEKLO offers free consultations on your project, during which you can get more detailed information and estimates.