--- title: "Best Healthcare CRM Software - 2026 Reviews & Pricing" description: "Find the best Healthcare CRM Software for your organization. Compare top Healthcare CRM Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/healthcare-crm-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / Healthcare CRM Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Healthcare CRM Software of 2026 Updated July 29, 2026 On this page 1. Popular Comparisons 2. Buyers Guide 3. Related Software Filter products 133 results ### Compare Products Showing 1 - 25 of 133 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Salesforce Sales Cloud [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.40 [(18799)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/) ### What users love - 360-degree customer relationship management - Comprehensive sales process control - Tailored workflows and flexibility ### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools ### Best rated features: Campaign Analytics 5.0 Proposal Generation 5.0 For Real Estate 5.0 Client Portal 5.0 [See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features) ### Starter Suite $25.00/month For up to 5 users ### Pro Suite $100.00/month This plan is designed for any size team and is billed annually. ### Enterprise $165.00/month This plan is designed for any size team and is billed annually. [See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans) ### Product: LeadSquared [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) 4.26 [(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/) ### Best rated features: Engagement Tracking 5.0 Multi-Channel Marketing 5.0 SMS Marketing 5.0 Sales Analytics 5.0 ### Worst rated features: Activity Dashboard 1.0 Social Media Integration 1.0 Reminders 1.0 [See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features) ### Product: Rolldog [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) 4.91 [(33)](https://www.softwareadvice.com/marketing/rolldog-complete-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one. Rolldog helps companies manage business relationships, increase revenue, and boost sales & marketing effectiveness. Managing business relationships and interactions through account details, relationships, activities, integrations, and documents is part of the foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close.' Being able to adapt to virtually any sales methodology or process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals. Rolldog offers many different CRM-related modules, as well as a lead and opportunity management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business and its needs. Rolldog has an objective approach to how lead and opportunity management should be handled. With Rolldog, managers can control the settings to configure the criteria in which leads are qualified and ranked, specifically to the sales process. Rolldog allows BDRs and sales reps to capture critical information and perform the appropriate follow-up. Rolldog enables sales teams to focus on managing the opportunity from lead to close. Throughout the sales process, Rolldog acts as a virtual coach to sales reps by sharing information on scoring, alerting, guidance and analytics. Rolldog's objective scoring engine and opportunity alignment feature aid sales managers in ensuring the accuracy of the data supplying the forecast.... [Read more](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) ### Best rated features: For Sales Teams/Organizations 5.0 Segmentation 5.0 Data Import/Export 5.0 Customizable Reports 5.0 ### Worst rated features: Marketing Automation 4.0 Workflow Management 4.0 Email Templates 4.0 [See all features](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#key-features) ### Starter $39.00/month Available at $35 per month, when billed annually. ### Professional $59.00/month Available at $50 per month, when billed annually. ### Enterprise $79.00/month Available at $65 per month, when billed annually. [See full pricing details](https://www.softwareadvice.com/marketing/rolldog-complete-profile/#pricing-and-plans) ### Product: Zoho CRM [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(6987)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/) ### What users love - Flexible and intuitive usability - Affordable plans and value - Comprehensive feature-rich platform ### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Complex and limited email tools ### Best rated features: Client/Property Matching 5.0 For Financial Institutions 5.0 Widgets 5.0 For Mac Devices 5.0 ### Worst rated features: Chatbot 2.0 Incentive Management 3.0 Social Marketing 3.0 [See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features) ### Free Custom Pricing available upon request Up to 3 Users ### Standard $14.00/month ### Professional $23.00/month [See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans) ### Product: Eldermark [Eldermark](https://www.softwareadvice.com/medical/eldermark-profile/) 4.64 [(37)](https://www.softwareadvice.com/medical/eldermark-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Eldermark’s comprehensive software is built for the business of senior living. Centralize and connect all your senior living software like EHR, EMAR, resident engagement, marketing, billing, and more onto one platform. Make informed decisions quickly and accurately with data-driven insights, built-in analytics, and a simple, connected user interface. Eldermark is built to help senior living operators, investors, and management groups increase revenue, enhance care, simplify work, and create more meaningful resident outcomes. Visit eldermark.com to experience the transformative power of centralized, simplified software, and predictive analytics.... [Read more](https://www.softwareadvice.com/medical/eldermark-profile/) ### Best rated features: Compliance Management 5.0 Claims Management 5.0 Care Plan Management 5.0 Patient Records Management 5.0 ### Worst rated features: Calendar Management 2.0 Billing & Invoicing 3.0 Medical Billing 3.8 [See all features](https://www.softwareadvice.com/medical/eldermark-profile/#key-features) ### Product: monday CRM [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) 4.69 [(463)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services. The platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously. monday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.... [Read more](https://www.softwareadvice.com/marketing/monday-crm-profile/) ### What users love - User-friendly and intuitive interface - Highly customizable workflow management - Efficient client relationship tracking ### To take in mind - Expensive for small teams ### Best rated features: Opportunity Management 5.0 Lead Scoring 5.0 Prioritization 5.0 Project Management 5.0 ### Worst rated features: Dashboard 2.0 Meeting Management 3.0 Campaign Management 3.0 Data Security 3.5 [See all features](https://www.softwareadvice.com/marketing/monday-crm-profile/#key-features) ### Basic $12.00/month ### Standard $17.00/month ### Pro $28.00/month [See full pricing details](https://www.softwareadvice.com/marketing/monday-crm-profile/#pricing-and-plans) ### Product: Creatio CRM [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 4.72 [(150)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration. Creatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration. And Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.... [Read more](https://www.softwareadvice.com/crm/bpmonline-profile/) ### Best rated features: Calendar Sync 5.0 Task Management 5.0 ROI Tracking 5.0 Customizable Templates 5.0 ### Worst rated features: Surveys & Feedback 3.0 Live Chat 3.0 Activity/News Feed 4.0 [See all features](https://www.softwareadvice.com/crm/bpmonline-profile/#key-features) ### Product: HubSpot CRM [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.52 [(4475)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Best for:Real-Time Notifications ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey. It caters to a broad range of clients, both in the B2B and B2C sectors, and is versatile enough to suit various industries. The platform provides a wide array of functionalities, including marketing, sales automation, management of the sales pipeline, managing customer relationships, tracking emails, and organizing contacts and leads among others. HubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights.  HubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers. HubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.... [Read more](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) ### What users love - Centralized customer relationship management - Unified sales and marketing hub - Intuitive and accessible interface ### To take in mind - Escalating costs and rigid plans - Email integration and automation hurdles - Cumbersome contact organization tools ### Best rated features: Contract/License Management 5.0 Collaboration Tools 5.0 For Mac Devices 5.0 For Financial Institutions 5.0 ### Worst rated features: Social Media Integration 3.9 Forecasting 3.9 Performance Metrics 3.9 Document Storage 3.9 [See all features](https://www.softwareadvice.com/product/1854-HubSpot-CRM/#key-features) ### Product: Pipedrive [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) 4.53 [(3057)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features. Pipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.... [Read more](https://www.softwareadvice.com/crm/pipedrive-profile/) ### What users love - Intuitive and user-friendly interface - Organized sales process management - Responsive and helpful support team ### To take in mind - Integration and email limitations - Expensive add-ons and tiered plans - Limited and basic reporting tools ### Best rated features: Click Tracking 5.0 Client/Property Matching 5.0 Content Delivery 5.0 Monitoring 5.0 [See all features](https://www.softwareadvice.com/crm/pipedrive-profile/#key-features) ### Lite $19.00/month This plan is available at $14/seat/month billed annually or $24/seat/month billed monthly. ### Growth $34.00/month This plan is available at $39/seat/month billed annually or $49/seat/month billed monthly. ### Premium $64.00/month This plan is available at $49/seat/month billed annually or $79/seat/month billed monthly. [See full pricing details](https://www.softwareadvice.com/crm/pipedrive-profile/#pricing-and-plans) ### Product: servis.ai [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) 4.65 [(71)](https://www.softwareadvice.com/product/113880-FreeAgent-Network/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.... [Read more](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) ### Best rated features: Pipeline Management 5.0 Customer Segmentation 5.0 Third-Party Integrations 5.0 Dashboard 5.0 ### Worst rated features: Campaign Management 3.0 Marketing Automation 3.0 [See all features](https://www.softwareadvice.com/product/113880-FreeAgent-Network/#key-features) ### Product: HUMHEALTH [HUMHEALTH](https://www.softwareadvice.com/remote-patient-monitoring/humhealth-profile/) 4.82 [(33)](https://www.softwareadvice.com/remote-patient-monitoring/humhealth-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Humhealth is a group of programs that supports RPM, CCM, AWV, BHI, PCM, TCM, and RTM. Humhealth provides best-in-class, easy-to-use chronic care management services. Humhealth platform ensures the successful completion of all activities ranging from identifying and enrolling the right patients, all the way to being reimbursed after the end of a care cycle. For clinicians, it allows them to add other care team members, engage in two-way communication, assess patients remotely, create and personalize care plans, monitor the patient’s condition, and not worry about tracking time for all relevant chronic care management services provided. For patients, it ensures that they stay connected with the rest of their care team, receive instructions and educational materials remotely, and track their lifestyle, which includes adhering to the right diet, nutrition and medications. Any reimbursable chronic care management services or activities are automatically captured by the timer that is built into our platform. This includes the time spent by clinicians and their team defining a chronic care management plan and conducting non-face-to-face follow-up calls every month. Humhealth provides your care team the right remote patient monitoring devices, wireless connection, and remote patient monitoring that enable you to start monitoring your patients from afar and be reimbursed for any Remote Patient Monitoring Services or activities. Whether you want to use Bluetooth connection, cellular connection or a gateway hub, we allow you to pick your desired remote patient monitoring devices and pair them with our remote patient monitoring software to create the perfect hardware-software combo. Remote patient monitoring is the future of value-based healthcare as thousands of healthcare organizations shift to a remote-first strategy. At the very least, it’s a crucial component of any healthcare organization’s product offering. The remote patient monitoring companies like ours allow the physicians to connect with potential patients without going out of their busy schedules.With our dynamic strategies and on-par technology, Humhealth, being one of the reliable remote patient monitoring companies providing RPM devices and remote patient monitoring software, helps you achieve the results you need.... [Read more](https://www.softwareadvice.com/remote-patient-monitoring/humhealth-profile/) ### Best rated features: For Healthcare 5.0 Live Chat 5.0 Records Management 5.0 Billing & Invoicing 5.0 ### Worst rated features: Reporting & Statistics 3.0 Video Conferencing 4.0 Appointment Scheduling 4.0 Appointment Management 4.0 [See all features](https://www.softwareadvice.com/remote-patient-monitoring/humhealth-profile/#key-features) ### Basic $100.00/month [See full pricing details](https://www.softwareadvice.com/remote-patient-monitoring/humhealth-profile/#pricing-and-plans) ### Product: RAYNET CRM [RAYNET CRM](https://www.softwareadvice.com/scm/raynet-profile/) 4.85 [(27)](https://www.softwareadvice.com/scm/raynet-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective. Who, when, with whom, for how much… Everything about open deals in one place: Just one look gives you a very good overview of how your salesmen are doing. You get 100% control over your sales and save time on meetings or tailoring proposals. Why Raynet? - Smooth integration with you calendar, e-mail, phone and other applications, - all your data in one place, - your team can work from anywhere, - immediate analysis of your sales score, - increased productivity and effectiveness. Free trial for 30 days: Make sales easier.... [Read more](https://www.softwareadvice.com/scm/raynet-profile/) ### Best rated features: Contact Database 5.0 Segmentation 5.0 Territory Management 5.0 Search/Filter 5.0 ### Worst rated features: Dashboard 3.0 Lead Qualification 3.7 Data Import/Export 4.0 [See all features](https://www.softwareadvice.com/scm/raynet-profile/#key-features) ### Start $19.00/month For individuals and small sales teams ### Professional $38.00/month For medium-sized and growing teams ### Ultimate $48.00/month For larger teams [See full pricing details](https://www.softwareadvice.com/scm/raynet-profile/#pricing-and-plans) ### Product: Spotler CRM [Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/) 4.45 [(453)](https://www.softwareadvice.com/crm/really-simple-systems-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth. Our CRM system is designed to grow with your business. There are 4 price plans; Free, Starter, Professional and Enterprise, offering easy solutions that will work for your business. Our customer support is totally free of charge and you'll find lots of self-service resources so you can get the most from your CRM. Our integrated CRM and marketing solution lets you build campaigns and send emails directly from your CRM, using your data to personalize and segment. New leads can be captured from your website and assigned to sales staff to follow up. Or you can add them directly to an automated marketing campaign, letting you work smarter. The stats package means you can monitor the leads, opportunities and value of closed deals, then track the ROI for each campaign, and optimise your marketing spend.... [Read more](https://www.softwareadvice.com/crm/really-simple-systems-profile/) ### What users love - Responsive and helpful support team - Straightforward and intuitive interface - Affordable and flexible pricing options ### To take in mind - Limited and cumbersome email features ### Best rated features: Customizable Reports 5.0 Batch Processing 5.0 Data Visualization 5.0 API 5.0 [See all features](https://www.softwareadvice.com/crm/really-simple-systems-profile/#key-features) ### Free $0.00/month This free trial is free forever. In this plan, you get unlimited contacts, 100 company records, 100MB of data storage, and can add up to 2 users.... [Read more](https://www.softwareadvice.com/crm/really-simple-systems-profile/#pricing-and-plans) ### Starter $17.00/month This starter plan includes small team sales tracking and collaboration. In this plan, you get unlimited contacts, 1000 company records, and 1GB of data storage.... [Read more](https://www.softwareadvice.com/crm/really-simple-systems-profile/#pricing-and-plans) ### Professional $33.00/month This professional plan includes advanced features and increased security. In this plan, you get unlimited contacts, 5000 company records, and 5GB of data storage.... [Read more](https://www.softwareadvice.com/crm/really-simple-systems-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/really-simple-systems-profile/#pricing-and-plans) ### Product: vcita [vcita](https://www.softwareadvice.com/crm/vcita-profile/) 4.45 [(292)](https://www.softwareadvice.com/crm/vcita-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small businesses. Entrepreneurs and small business owners from different industries use vcita to manage their time, money, clients and marketing, all from one place. From collecting payments to managing clients, scheduling appointments to sharing documents and much more, vcita has all a business needs to organize and grow the organization. Using vcita, businesses can discover new opportunities for growth, extend the brand, drive more clients to engage and deliver unparalleled, personalized services.... [Read more](https://www.softwareadvice.com/crm/vcita-profile/) ### What users love - User-friendly and intuitive design - Website and platform integration ease - Centralized client communication hub ### To take in mind - Scheduling reliability and flexibility issues - Slow and unresponsive support experience - Payment workflow and refund concerns ### Best rated features: Scheduled Messaging 5.0 Customizable Reports 5.0 SMS Reminders 5.0 Automated Responses 5.0 ### Worst rated features: Generative AI 2.0 [See all features](https://www.softwareadvice.com/crm/vcita-profile/#key-features) ### Kickstart $35.00/month Applicable when team size is 1 ### Business $65.00/month Based on team size ### Platinum $110.00/month Based on team size [See full pricing details](https://www.softwareadvice.com/crm/vcita-profile/#pricing-and-plans) ### Product: NexHealth [NexHealth](https://www.softwareadvice.com/dental/nexhealth-profile/) 4.71 [(31)](https://www.softwareadvice.com/dental/nexhealth-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary NexHealth is an EHR-integrated patient booking platform that enables practices to digitize the patient experience with real-time scheduling, patient communications, and more. NexHealth utilizes real-time scheduling that can be embedded onto websites or text/email messages and fully automated SMS/email recalls and reminders to attract and retain patients. NexHealth can integrate with any third-party dental and healthcare EHR systems using their RESTful API.... [Read more](https://www.softwareadvice.com/dental/nexhealth-profile/) ### Best rated features: Messaging 4.3 Patient Intake 4.0 Patient Portal 1.0 [See all features](https://www.softwareadvice.com/dental/nexhealth-profile/#key-features) ### Product: Zenith CRM [Zenith CRM](https://www.softwareadvice.com/crm/zenith-crm-profile/) 5.0 [(4)](https://www.softwareadvice.com/crm/zenith-crm-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Z-CRM transforms how you connect with customers through a cloud-based, AI-powered CRM and comprehensive call center suite. Enhance your team's productivity with intelligent dialers, streamline multi-channel communication, and tailor the system to meet your unique business requirements. Enjoy secure, expandable operations with smart lead management and insightful analytics, all integrated flawlessly to reflect your brand identity. With Z-CRM, your business stays productive around the clock.... [Read more](https://www.softwareadvice.com/crm/zenith-crm-profile/) ### Best rated features: Interaction Tracking 5.0 Lead Management 5.0 Contact Management 5.0 [See all features](https://www.softwareadvice.com/crm/zenith-crm-profile/#key-features) ### Product: InfluxMD [InfluxMD](https://www.softwareadvice.com/crm/influx-md-profile/) 4.50 [(18)](https://www.softwareadvice.com/crm/influx-md-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Influx MD sales and marketing software bring twenty years of healthcare marketing experience to medical practices of all sizes in a powerful and affordable HIPAA compliant application. Designed for clinicians, Influx simplifies the lead acquisition and conversion process for office staff to ensure leads progress through sales funnels efficiently without changing clinical workflows. Influx MD combines CRM, lead management, marketing automation, and online engagement functionalities with machine learning to recognize marketing and prospect opportunities as they arise. For the business administrator, Influx MD serves as a critical link between marketing expenditure and lead conversion, providing deep insights into the factors that contribute to successful campaigns. The application streamlines all aspects of the patient intake pipeline, providing a complete view of all marketing campaigns, sales funnels, and lead engagement. The result is a B2C interface that guides clinical team members through the sales process, provides all of the tools necessary for building and managing successful online marketing campaigns, and gives administrators the insights they need to intelligently adapt workflow for maximum patient acquisition.... [Read more](https://www.softwareadvice.com/crm/influx-md-profile/) ### Best rated features: Customizable Reports 5.0 Pipeline Management 5.0 Campaign Management 5.0 Calendar Management 5.0 [See all features](https://www.softwareadvice.com/crm/influx-md-profile/#key-features) ### Product: Saleoid [Saleoid](https://www.softwareadvice.com/form-builder/equp-profile/) 4.60 [(10)](https://www.softwareadvice.com/form-builder/equp-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Saleoid was built to bridge a gap we kept seeing in the market. Most teams are forced to choose between a lightweight CRM that cannot run their full workflow, or an expensive all-in-one suite that is bloated, complex, and priced like an enterprise tool. Growing businesses need something simpler: one connected system that keeps every customer interaction, document, message, invoice, and campaign tied to the same record. That is where Saleoid fits in. It is designed as a true all-in-one platform that connects the entire revenue journey from generating leads to managing relationships, closing deals, running marketing, and getting paid. Instead of scattered files across computers, email threads, online drives, and WhatsApp chats, Saleoid keeps documents organized under each client so your team always knows what is missing and what comes next. You can request documents over email and automate reminders to reduce back-and-forth and delays. Pain points Saleoid solves \* Tool overload and messy handoffs: Sales, marketing, billing, and documents often live in separate tools. Saleoid unifies them so data is not duplicated and teams do not chase updates. \* CRMs that do not scale with real workflows: Many CRMs stop at contact and pipeline tracking. Saleoid supports automation, add-on apps, and a broader operating layer that grows with your process. \* Pricing that punishes growth: Per-seat pricing and hidden add-ons can make suites expensive fast. Saleoid starts at just $5/month on a 2-year plan and stays modular so you add apps only when needed. \* Low email deliverability: Saleoid supports one-time contact validation (via credits) when adding contacts for marketing emails, helping keep lists cleaner and deliverability stronger. \* Multi-company management headaches: Agencies and multi-brand teams often need multiple accounts. Saleoid supports managing multiple companies under one subscription. How teams use Saleoid today Customers often start by centralizing contacts, deals, and documents, then layer in workflows like lead capture forms, follow-up automation, marketing campaigns, and billing without migrating to a completely different system later. Since Saleoid supports both Custom Plans and Bundled Plans, teams can begin lean and switch plans as their needs evolve. Every plan includes a 15-day risk-free trial, and 1:1 onboarding and support is available with applicable plans or as a one-time add-on. If you want the Best CRM Software experience without the usual complexity and cost, Saleoid is built to be that connected system.... [Read more](https://www.softwareadvice.com/form-builder/equp-profile/) ### Best rated features: Invoice Creation 5.0 Invoice History 5.0 Event Scheduling 5.0 Registration Management 5.0 ### Worst rated features: Message Personalization 3.5 Customizable Forms 4.0 Forms Creation & Design 4.0 Email Marketing 4.0 [See all features](https://www.softwareadvice.com/form-builder/equp-profile/#key-features) ### Customize Your CRM $5.00/month Customize Your CRM with Saleoid by picking only what your business needs. Start with the Sales CRM foundation from $5/month on a 2-year plan (also available yearly or monthly) and get a 15-day risk free trial. Your base includes 2,500 contacts and companies, 1 user, 3 accounts, 5 automations, 5 custom fields, and 3 months of activity tracking. You also get a 360 degree customer view, client portal, email sync, lead scoring, custom dashboards, advanced filters, document management, roles and permissions, tasks, notes, segmentation, notifications, plus email verifier, tracking, and scheduling. Add more apps any time for landing pages, forms, appointments, email marketing, invoicing, payments, quotes, subscriptions, and more.... [Read more](https://www.softwareadvice.com/form-builder/equp-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/form-builder/equp-profile/#pricing-and-plans) ### Product: Advantage Anywhere [Advantage Anywhere](https://www.softwareadvice.com/crm/occupancy-advantage-profile/) 4.46 [(13)](https://www.softwareadvice.com/crm/occupancy-advantage-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Advantage Anywhere, created by Genesis Global Solutions, is a sales customer relationship management (CRM) system with marketing automation features suitable for business of all size and kind. It offers marketing and sales automation, customer service and support and more. The solution is mobile ready, allowing agents to access customer details from anywhere. Advantage Anywhere can be configured and set up without any external hardware or IT expertise. Advantage Anywhere lets the user set up communication with their website visitors. It has features to set tasks for each employee or agent to follow up on a lead with relevant and unique information based on their inquiries. Customized emails, letters, calls and more can be sent to prospects in order to keep them engaged and send necessary correspondence. Advantage has a support team and online knowledge base to answer questions and provide ongoing training.... [Read more](https://www.softwareadvice.com/crm/occupancy-advantage-profile/) ### Best rated features: Lead Management 5.0 Activity Dashboard 5.0 HIPAA Compliant 5.0 Email Management 4.0 ### Worst rated features: Contact Management 4.0 Email Management 4.0 [See all features](https://www.softwareadvice.com/crm/occupancy-advantage-profile/#key-features) ### Product: Aline [Aline](https://www.softwareadvice.com/product/66649-Aline/) 4.50 [(12)](https://www.softwareadvice.com/product/66649-Aline/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Aline is an integrated system purpose-built for senior living that connects residents, families, staff, and executives on one simple-to-use platform. Customizable to facilitate your processes and workflows, Aline enables higher profitability through revenue growth, productivity gains, and elevated resident and staff experiences. The complete Aline suite includes sales and marketing, contact center, leasing and billing, payments, resident care and medications, accounting, quality, and business intelligence. Aline maximizes revenue potential through many robust features that address the demands of today’s operator: • Optimize and outperform through actionable data and predictive analytics. • Maximize market opportunity and occupancy though prioritized, actionable prospect insights. • Deliver better resident experiences through real-time care information and purposeful engagement. • Improve profitability and staff retention through higher efficiency and job simplification. • Capitalize on earnings opportunities through higher revenue capture. Aline solutions connect with one data model, ensuring that your decisions are based on verified real-time trends and performance indicators. Performance data can be visualized in various formats from executive dashboards to leaderboards and trend graphs, all with quick drill-down to details for deeper analysis. One real-time data source gives you the visibility to be proactive and drive success. An Aline partnership includes on-demand and in-person training, and dedicated onboarding and customer success teams who work with you to ensure you receive maximum results. Manage the complete resident lifecycle and community operations in one solution designed to outperform in senior living.... [Read more](https://www.softwareadvice.com/product/66649-Aline/) ### Best rated features: User Management 5.0 Medication History 5.0 Appointment Scheduling 5.0 Access Controls/Permissions 5.0 ### Worst rated features: Calendar Management 1.0 [See all features](https://www.softwareadvice.com/product/66649-Aline/#key-features) ### Product: Isoratec [Isoratec](https://www.softwareadvice.com/crm/isoratec-profile/) 5.0 [(1)](https://www.softwareadvice.com/crm/isoratec-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Isoratec CRM is a HIPAA-compliant customer relationship management (CRM) solution suitable for various types of home care facilities such as hospice, managed care programs and infusion therapy centers. Key features include contact management, notes and expense management, dashboards and reporting. Isoratec CRM’s sales metrics feature provides a dashboard that allows users to record daily visits and keep track of converted leads. The solution offers notes and expense management that allows users to track sales expenses on a periodic basis. With the contact management feature, managers can track contacts, manage referral activity and total sales generated by each sales agent. It also offers a GPS tracking feature that allows managers to track the location of their sales agents when they are on the move. Sales agents can also record and submit travel expenses from their mobile devices and claim reimbursement. Services are offered on a monthly subscription basis.... [Read more](https://www.softwareadvice.com/crm/isoratec-profile/) ### Basic $50.00/month [See full pricing details](https://www.softwareadvice.com/crm/isoratec-profile/#pricing-and-plans) ### Product: VIA Sales [VIA Sales](https://www.softwareadvice.com/long-term-care/via-sales-profile/) 5.0 [(1)](https://www.softwareadvice.com/long-term-care/via-sales-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary At Serviam, we are creating better journeys for all stakeholders in the senior living space. By providing a unified platform for senior living operators to better manage the lead and applicant journey. One platform simplifies everything, so you can do relationships better.... [Read more](https://www.softwareadvice.com/long-term-care/via-sales-profile/) ### Best rated features: Contact Management 5.0 Activity Dashboard 5.0 Task Management 4.0 Activity Tracking 4.0 [See all features](https://www.softwareadvice.com/long-term-care/via-sales-profile/#key-features) ### Product: AgentCubed [AgentCubed](https://www.softwareadvice.com/insurance/agentcubed-profile/) 4.40 [(10)](https://www.softwareadvice.com/insurance/agentcubed-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users automate workflows, manage the relationship and generate leads by skills-based routing. The solution is cloud-based and offers sales automation, customer service and support, quoting tools, calendars, web self-service, call center, field service, and knowledge management. It connects with lead providers and aggregators to provide updated information on potential clients. Lead management module integrates inside sales with field sales and lead distribution. AgentCubed provides customer report builder feature that allows users to analyze hundreds of data points in multiple combinations to improve sales efforts. It also provides down-line analytics for tracking brokers, affiliates, regions and satellite offices. The activity dashboards provide a view of key performance metrics for all down-lines. Line-of-sight access can also be granted to down-line users so that those users only see the data that is relevant to their sub group. The solution is a fit for medium to large sized insurance companies. Support is offered via email and phone.... [Read more](https://www.softwareadvice.com/insurance/agentcubed-profile/) ### Best rated features: Contact Management 5.0 Quotes/Estimates 5.0 Document Storage 5.0 Calendar/Reminder System 5.0 [See all features](https://www.softwareadvice.com/insurance/agentcubed-profile/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/insurance/agentcubed-profile/#pricing-and-plans) ### Product: Onpipeline [Onpipeline](https://www.softwareadvice.com/crm/onpipeline-profile/) 4.33 [(3)](https://www.softwareadvice.com/crm/onpipeline-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Unique CRM tools for organizing data, overseeing leads, managing deals and the entire sales process, tracking activities, reporting, and producing price quotes and invoices.  The immediate advantages of our system are that all customer details and history are conveniently stored in one place for both you and your team, The database can be tailored to accomodate specific fields that your industry or business requires, the sales process is kept under control.... [Read more](https://www.softwareadvice.com/crm/onpipeline-profile/) ### Best rated features: Customizable Fields 5.0 Document Storage 5.0 Contact Management 4.0 Workflow Management 4.0 ### Worst rated features: Lead Management 2.5 Reporting/Analytics 3.0 Email Management 3.0 Calendar/Reminder System 3.0 [See all features](https://www.softwareadvice.com/crm/onpipeline-profile/#key-features) ### Basic $25.00/month [See full pricing details](https://www.softwareadvice.com/crm/onpipeline-profile/#pricing-and-plans) ### Product: Pega CRM [Pega CRM](https://www.softwareadvice.com/crm/pega-crm-profile/) 3.92 [(13)](https://www.softwareadvice.com/crm/pega-crm-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Pega CRM is an enterprise-level customer relationship management (CRM) solution by Pegasystems that integrates sales, marketing and customer service capabilities into one solution. It also offers end-to-end automation and real-time artificial intelligence capabilities to drive insights around customer engagements. Pega CRM's marketing feature provides tools to recognize and analyze customers' behavior and suggest the next best action for each customer. It can capture and connect customer's conversations across multiple channels to anticipate and stimulate their journey. The Sales Media Manager feature helps in identifying possible leads and opportunities within the sales pipeline. The solution supports integration with Outlook, Gmail and other Email service providers to manage emails and schedule meetings from a single interface. Pega CRM is suitable for very large companies that need to process high volumes of complex customer inquiries. Due to its BPM-centric, model-based design, Pega CRM is designed to serve industries with frequent changes in high-complexity processes, such as healthcare, insurance and financial services.... [Read more](https://www.softwareadvice.com/crm/pega-crm-profile/) ### Best rated features: Internal Chat Integration 5.0 Contact Management 5.0 Interaction Tracking 5.0 Reporting/Analytics 5.0 [See all features](https://www.softwareadvice.com/crm/pega-crm-profile/#key-features) ### Basic $90.00 [See full pricing details](https://www.softwareadvice.com/crm/pega-crm-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/crm/healthcare-crm-comparison/?page=2)[3](https://www.softwareadvice.com/crm/healthcare-crm-comparison/?page=3)[4](https://www.softwareadvice.com/crm/healthcare-crm-comparison/?page=4)[5](https://www.softwareadvice.com/crm/healthcare-crm-comparison/?page=5)[6](https://www.softwareadvice.com/crm/healthcare-crm-comparison/?page=6) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ Bigin by Zoho CRM vs Zoho CRM ](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/zoho-crm/)[ Carepatron vs vcita ](https://www.softwareadvice.com/medical/care-patron-profile/vs/vcita/)[ Pipedrive vs LeadSquared ](https://www.softwareadvice.com/crm/leadsquared-profile/vs/pipedrive/) ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. Here's what we'll cover: [What Is Healthcare CRM Software?](#WhatIsHealthcareCRMSoftware) [Common Features of Healthcare CRM Software](#CommonFeaturesofHealthcareCRMSoftware) [Evaluating Healthcare CRM Software](#EvaluatingHealthcareCRMSoftware) ## What Is Healthcare CRM Software? Healthcare customer relationship management (CRM) software helps professionals in hospitals and private practices attract new patients and improve communication with existing patients. This is especially important given that patients are more involved in their own healthcare, particularly when it comes to selecting providers. As a result, a growing number of medical professionals are turning to [CRM software](https://www.softwareadvice.com/crm/) as a means to improve care and patient satisfaction. _Customer management screenshot in TeamSupport_ Healthcare CRM—or medical CRM—software also makes it easier for physicians to better manage referral communications between physicians, specialists, departments and facilities. By streamlining referral communications, physicians can support patients in receiving uninterrupted, optimal care. ## Common Features of Healthcare CRM Software CRM software for the medical field is focused primarily on automating marketing and customer service processes. Look for the following features when evaluating healthcare CRM software.

Patient information management

Automated information management improves the patient experience by eliminating the need for them to fill out forms each time. Patient information, such as address and insurance provider, can be easily updated in the system. This makes it possible to speed up patient service and ease administrative workload.

Patient segmentation

Many healthcare CRM systems will allow users to segment patients for creating targeted marketing campaigns. Patients can be segmented based on factors such as demographics, psychographics and high-risk health issues. This allows physicians to precisely target groups of patients that are likely to require a specific healthcare service or procedure.

Event triggering

This application sends automated messages based on pre-determined rules. For example, you could set up the system to send out appointment reminders, birthday screening reminders and educational event alerts. This level of automated messaging frees up your administrative staff to better serve your patients in office.

Referrals management

With this tool, physicians can coordinate the delivery of care to patients across specialties, departments and locations. It also makes it easier to manage and track relationships with other physicians that refer business. This application features tools for monitoring referral activities, trends, case and payor mixes, as well as the overall impact of your referral and outbound communication activities.

Direct mail campaigns

Healthcare CRM is a powerful tool for sending direct mail messages to patients and physicians alike. These mail campaigns can be tailored to your practice or specialty needs. Typical direct mail campaigns include standard service communications, screening reminders, new movers programs, referral communications and nurse recruitment mailers.

Recruiting management

This application makes it easier for hospitals and specialty practices to manage recruiting communications and analysis. Users can create outreach campaigns to attract physicians and nurses, with response tracking and automated follow-up. Analysis tools make it possible to look at response data and trends in order to refine your recruitment approach and generate more interest.

Back-office system integration

The goal with healthcare CRM is to improve care across the entire patient lifecycle. To accomplish this, your CRM system must integrate with important back-office systems including medical billing and any existing enterprise software system. This reduces duplicate record keeping, ensures consistency across patient records and allows for timely filing of claims and invoices.

Regulatory compliance

The handling of patient records and information is extremely sensitive and, when done incorrectly, can result in costly fines. It is important that your healthcare CRM system has built-in compliance modules that allow your practice to carry out service and marketing activities without violating the Health Insurance Portability and Accountability Act (HIPPA).

## Evaluating Healthcare CRM Software There are dozens of options when it comes to selecting a healthcare CRM software product, and you will want to assess your needs alongside the features of the systems you are evaluating. A single-physician, specialty practice will have different needs than a larger hospital facility. Consider the following questions when evaluating medical CRM software: - Does the software integrate easily with back-office systems including accounting and [medical billing](https://www.softwareadvice.com/medical/medical-billing-software-comparison/)? - Can the software support the scale and size of your practice (i.e., number of physicians, patients, accounts etc.)? - Does the vendor offer customized features and capabilities to meet the needs of your specialty? ### Related Healthcare CRM Software - [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) - [Insurance CRM Software](https://www.softwareadvice.com/crm/insurance-crm-comparison/) - [Social CRM Tools Software](https://www.softwareadvice.com/crm/social-crm-comparison/)