--- 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 October 22, 2026 ## Healthcare CRM FAQs Software Advice advisors had 31 conversations with buyers about Healthcare CRM software between February 2025 and June 2026. These are the questions that came up most. - How do I choose the right Healthcare CRM software for my business? Choosing the right healthcare customer relationship management (CRM) software means finding a system that covers appointment scheduling, medical record management, and patient communication in one place. Buyers frequently tell our advisors that the top priorities are strong integration with electronic health record (EHR) tools, easy-to-use layouts, and automation for routine tasks. Many buyers also check for transparent and predictable pricing, since unclear costs and high setup fees are a common challenge. Limited integration with existing billing, scheduling, or telemedicine tools is another concern buyers raise when comparing options. - What is the best Healthcare CRM software for a small to mid-size business? There is no single healthcare customer relationship management (CRM) software that fits every small to mid-size business, but a common theme in these conversations is that buyers look for software that covers scheduling, telemedicine, bill payment, and medical records management in one place. Buyers frequently mention pain points with systems that have gaps in supporting the full patient journey, lack integration with electronic health record (EHR) tools, or require too many manual steps. Many buyers also weigh ease of use and clear pricing, since a cumbersome experience or unclear costs are common sticking points. It is important for buyers in this segment to look for software that automates routine processes, offers strong EHR and scheduling features, and integrates with existing tools. Answer based on 26 advisor calls - What should businesses watch out for when choosing Healthcare CRM software? Businesses should pay close attention to how well a healthcare customer relationship management (CRM) tool supports patient journey tracking and electronic health record (EHR) workflows, since buyers we've talked to frequently mention gaps in these areas. Many teams in the medical practice field also ask about ease of use, as friction with complicated or inefficient layouts is a repeated concern. Pricing can be unpredictable or rise over time, so buyers often look for transparency before committing. Limited integration with existing tools, such as scheduling or billing systems, is another consideration that small businesses bring up on advisor calls. Cloud-based deployment is the approach most buyers discuss, with far fewer requesting other options. Answer based on 26 advisor calls - What are common complaints about Healthcare CRM software? Based on advisor calls, buyers frequently mention general dissatisfaction with healthcare customer relationship management (CRM) systems, often tied to gaps in patient journey tracking and electronic health record (EHR) workflow support. A cumbersome or inefficient user experience is another recurring challenge. High or rising pricing, as well as unclear or unpredictable pricing models, are common sticking points. Buyers also report having to rely on manual or spreadsheet-based processes, and limited integration with other tools is a repeated concern. Answer based on 22 advisor calls - What is the difference between Healthcare CRM software and a general CRM? Healthcare customer relationship management (CRM) software differs from general CRM because, during advisor calls, buyers consistently seek features tailored to medical practices, such as electronic medical records (EMR/EHR), charting, appointment scheduling, telemedicine, and bill payment. Many buyers point out that general CRM focuses on sales processes like lead management, contact tracking, and email marketing, which are less relevant for managing patient care and medical workflows. A common sticking point for healthcare buyers is that general CRM usually lacks support for clinical documentation, patient journey tracking, and integration with EHR systems, making healthcare CRM software a must-have for those needing these capabilities. Answer based on 26 advisor calls - How much does Healthcare CRM software cost? Most healthcare customer relationship management (CRM) software is priced either as a flat monthly fee or per user per month, according to our advisors, buyers report. The flat monthly price typically ranges from $165 to $400, with a median near $350. Teams quoted per user per month usually see costs between $200 and $300, and the median for this model is $300. Many buyers also mention a one-time setup fee, which often falls between $400 and $2,000, with a median around $750. Pricing model preferences and sensitivity to upfront costs are frequent topics in advisor calls. Answer based on 26 advisor calls - What features should Healthcare CRM software include? Healthcare CRM systems most often need appointment scheduling, medical record management, and charting features, according to what buyers bring up in advisor calls. Users also look for telemedicine tools, bill payment options, and ways to record and track all clinical interactions within the same system. A common priority is integration or overlap with electronic medical record (EMR) or electronic health record (EHR) functions to keep patient information organized and accessible. Answer based on 23 advisor calls - What is Healthcare CRM software and what does it do? Healthcare customer relationship management (CRM) software helps healthcare providers manage patient information, appointments, and communication in one place. Based on conversations with buyers our advisors talk to, this software is used to keep track of patient history, schedule appointments, handle billing, and support remote visits with telemedicine. It often includes tools for managing electronic medical records (EMR) or electronic health records (EHR), and supports day-to-day documentation and charting for clinical interactions. Answer based on 23 advisor calls On this page 1. Popular Comparisons 2. Buyers Guide 3. Frequently Asked Questions 4. Related Software Filter products 137 results ### Compare Products Showing 1 - 25 of 137 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. ### [Salesforce Sales Cloud](/product/2764-Salesforce/) - Overall rating: 4.4/5 - Reviews: 18,816 - Starting price: $25.00/month - Best for: Mid-size businesses - Free trial: Available - Free demo: Not available #### Overview Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It [Read more](/product/2764-Salesforce/) ##### What users love - Enhanced customer relationship management - Comprehensive sales process control - Highly adaptable platform configuration ##### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools #### Features ##### Best rated features - Proposal Generation: 5/5 - Campaign Analytics: 5/5 - Drag & Drop: 5/5 - Job Scheduling: 5/5 [See all features](/product/2764-Salesforce/#key-features) #### Pricing ##### Starter Suite - Price: $25.00/month - For up to 5 users ##### Pro Suite - Price: $100.00/month - This plan is designed for any size team and is billed annually. ##### Enterprise - Price: $165.00/month - This plan is designed for any size team and is billed annually. [See full pricing details](/product/2764-Salesforce/#pricing-and-plans) --- ### [Rolldog](/marketing/rolldog-complete-profile/) - Overall rating: 4.9/5 - Reviews: 33 - Starting price: $39.00/month - Free trial: Available - Free demo: Not available #### Overview Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one. Rolldog helps companies manage business relationships, [Read more](/marketing/rolldog-complete-profile/) #### Features ##### Best rated features - For Sales Teams/Organizations: 5/5 - Segmentation: 5/5 - Data Import/Export: 5/5 - Customizable Reports: 5/5 ##### Worst rated features - Marketing Automation: 4/5 - Workflow Management: 4/5 - Email Templates: 4/5 [See all features](/marketing/rolldog-complete-profile/#key-features) #### Pricing ##### Starter - Price: $39.00/month - Available at $35 per month, when billed annually. ##### Professional - Price: $59.00/month - Available at $50 per month, when billed annually. ##### Enterprise - Price: $79.00/month - Available at $65 per month, when billed annually. [See full pricing details](/marketing/rolldog-complete-profile/#pricing-and-plans) --- ### [Zoho CRM](/crm/zoho-crm-profile/) - Overall rating: 4.3/5 - Reviews: 7,007 - Starting price: $14.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/zoho-crm-profile/) ##### What users love - User-friendly and adaptable design - Affordable plans and good value - Comprehensive feature-rich platform ##### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools #### Features ##### Best rated features - Remote Access/Control: 5/5 - Client/Property Matching: 5/5 - Widgets: 5/5 - Customer Activity Tracking: 5/5 ##### Worst rated features - Chatbot: 2/5 - Sales Forecasting: 3/5 - Social Marketing: 3/5 [See all features](/crm/zoho-crm-profile/#key-features) #### Pricing ##### Standard - Price: $14.00/month ##### Professional - Price: $23.00/month ##### Enterprise - Price: $40.00/month [See full pricing details](/crm/zoho-crm-profile/#pricing-and-plans) --- ### [Striven](/project-management/striven-profile/) - Overall rating: 4.8/5 - Reviews: 130 - Starting price: $35.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview Striven is a cloud-based, all-in-one business management ERP platform built for small and midsize companies tired of duct-taping popular accounting tools, a CRM, a project tool, [Read more](/project-management/striven-profile/) #### Features ##### Best rated features - Routing: 5/5 - Document Storage: 5/5 - Milestone Tracking: 5/5 - Percent-Complete Tracking: 5/5 ##### Worst rated features - API: 1/5 [See all features](/project-management/striven-profile/#key-features) #### Pricing ##### Standard - Price: $35.00/month - The plan is based on the number of users. ##### Enterprise - Price: $70.00/month - The per-user price decreases as the number of users increases. [See full pricing details](/project-management/striven-profile/#pricing-and-plans) --- ### [monday CRM](/marketing/monday-crm-profile/) - Overall rating: 4.7/5 - Reviews: 467 - Starting price: $12.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/marketing/monday-crm-profile/) ##### What users love - Intuitive interface and onboarding - Customizable workflows for teams - Streamlined client relationship management ##### To take in mind - Expensive for small teams #### Features ##### Best rated features - Templates: 5/5 - Lead Scoring: 5/5 - Project Management: 5/5 - Document Management: 5/5 ##### Worst rated features - Dashboard: 2/5 - Campaign Management: 3/5 - Meeting Management: 3/5 - Data Security: 3.5/5 [See all features](/marketing/monday-crm-profile/#key-features) #### Pricing ##### Basic - Price: $12.00/month ##### Standard - Price: $17.00/month ##### Pro - Price: $28.00/month [See full pricing details](/marketing/monday-crm-profile/#pricing-and-plans) --- ### [HubSpot CRM](/product/1854-HubSpot-CRM/) - Overall rating: 4.5/5 - Reviews: 4,491 - Starting price: $20.00/month - Best for: CRM - Free trial: Not available - Free demo: Not available #### Overview HubSpot Smart CRM helps teams win more deals by keeping customer records current. It unifies your customer data, teams, and tech stack in one source of truth, so your team has the [Read more](/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 issues - Cumbersome contact organization tools #### Features ##### Best rated features - Collaboration Tools: 5/5 - For Mac Devices: 5/5 - Contract/License Management: 5/5 - Commission Management: 5/5 ##### Worst rated features - Business Card/Badge Scanning: 3/5 - File Management: 3.3/5 - Data Visualization: 3.8/5 - Multi-Channel Communication: 3.8/5 [See all features](/product/1854-HubSpot-CRM/#key-features) --- ### [Creatio AI CRM](/crm/bpmonline-profile/) - Overall rating: 4.7/5 - Reviews: 151 - Starting price: $40.00/month - Best for: Ease of use - Free trial: Not available - Free demo: Not available #### Overview Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large [Read more](/crm/bpmonline-profile/) #### Features ##### Best rated features - Conversion Tracking: 5/5 - Calendar Sync: 5/5 - Customizable Fields: 5/5 - Campaign Management: 5/5 ##### Worst rated features - Real-Time Monitoring: 1/5 - Live Chat: 3/5 - Lead Verification/Validation: 3/5 [See all features](/crm/bpmonline-profile/#key-features) --- ### [Pipedrive](/crm/pipedrive-profile/) - Overall rating: 4.5/5 - Reviews: 3,064 - Starting price: $19.00/month - Best for: Enterprise businesses - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/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 #### Features ##### Best rated features - Content Delivery: 5/5 - Click Tracking: 5/5 - Lead Notifications: 5/5 - Multi-Channel Communication: 5/5 [See all features](/crm/pipedrive-profile/#key-features) #### Pricing ##### Lite - Price: $19.00/month - This plan is available at $14/seat/month billed annually or $24/seat/month billed monthly. ##### Growth - Price: $34.00/month - This plan is available at $39/seat/month billed annually or $49/seat/month billed monthly. ##### Premium - Price: $64.00/month - This plan is available at $49/seat/month billed annually or $79/seat/month billed monthly. [See full pricing details](/crm/pipedrive-profile/#pricing-and-plans) --- ### [servis.ai](/product/113880-FreeAgent-Network/) - Overall rating: 4.6/5 - Reviews: 71 - Starting price: $75.00/month - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/product/113880-FreeAgent-Network/) #### Features ##### Best rated features - Pipeline Management: 5/5 - Customer Segmentation: 5/5 - Third-Party Integrations: 5/5 - Dashboard: 5/5 ##### Worst rated features - Campaign Management: 3/5 - Marketing Automation: 3/5 [See all features](/product/113880-FreeAgent-Network/#key-features) --- ### [HUMHEALTH](/remote-patient-monitoring/humhealth-profile/) - Overall rating: 4.8/5 - Reviews: 33 - Starting price: $100.00/month - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/remote-patient-monitoring/humhealth-profile/) #### Features ##### Best rated features - For Healthcare: 5/5 - Live Chat: 5/5 - Records Management: 5/5 - Billing & Invoicing: 5/5 ##### Worst rated features - Reporting & Statistics: 3/5 - Video Conferencing: 4/5 - Appointment Scheduling: 4/5 - Appointment Management: 4/5 [See all features](/remote-patient-monitoring/humhealth-profile/#key-features) #### Pricing ##### Basic - Price: $100.00/month [See full pricing details](/remote-patient-monitoring/humhealth-profile/#pricing-and-plans) --- ### [RAYNET CRM](/scm/raynet-profile/) - Overall rating: 4.9/5 - Reviews: 27 - Starting price: $19.00/month - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/scm/raynet-profile/) #### Features ##### Best rated features - Contact Database: 5/5 - Segmentation: 5/5 - Territory Management: 5/5 - Search/Filter: 5/5 ##### Worst rated features - Dashboard: 3/5 - Lead Qualification: 3.7/5 - Data Import/Export: 4/5 [See all features](/scm/raynet-profile/#key-features) #### Pricing ##### Start - Price: $19.00/month - For individuals and small sales teams ##### Professional - Price: $38.00/month - For medium-sized and growing teams ##### Ultimate - Price: $48.00/month - For larger teams [See full pricing details](/scm/raynet-profile/#pricing-and-plans) --- ### [Eldermark](/medical/eldermark-profile/) - Overall rating: 4.6/5 - Reviews: 37 - Starting price: $1.00/month - Free trial: Not available - Free demo: Not available #### Overview 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, [Read more](/medical/eldermark-profile/) #### Features ##### Best rated features - Compliance Management: 5/5 - Claims Management: 5/5 - Care Plan Management: 5/5 - Patient Records Management: 5/5 ##### Worst rated features - Calendar Management: 2/5 - Billing & Invoicing: 3/5 - Medical Billing: 3.8/5 [See all features](/medical/eldermark-profile/#key-features) --- ### [Spotler CRM](/crm/really-simple-systems-profile/) - Overall rating: 4.5/5 - Reviews: 453 - Starting price: $0.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/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 - Cumbersome and limited email tools #### Features ##### Best rated features - Customizable Reports: 5/5 - Batch Processing: 5/5 - Data Visualization: 5/5 - API: 5/5 [See all features](/crm/really-simple-systems-profile/#key-features) #### Pricing ##### Free - Price: $0.00/month - This free trial is free forever. In this plan, you get unlimited contacts, 100 company records, ##### Starter - Price: $17.00/month - This starter plan includes small team sales tracking and collaboration. In this plan, you get ##### Professional - Price: $33.00/month - This professional plan includes advanced features and increased security. In this plan, you get [See full pricing details](/crm/really-simple-systems-profile/#pricing-and-plans) --- ### [NexHealth](/dental/nexhealth-profile/) - Overall rating: 4.7/5 - Reviews: 31 - Starting price: $350.00/month - Free trial: Not available - Free demo: Not available #### Overview NexHealth is an EHR-integrated patient booking platform that enables practices to digitize the patient experience with real-time scheduling, patient communications, and more. [Read more](/dental/nexhealth-profile/) #### Features ##### Best rated features - Messaging: 4.3/5 - Patient Intake: 4/5 - Patient Portal: 1/5 [See all features](/dental/nexhealth-profile/#key-features) --- ### [Onpipeline](/crm/onpipeline-profile/) - Overall rating: 4.7/5 - Reviews: 7 - Starting price: $25.00/month - Free trial: Available - Free demo: Not available #### Overview Onpipeline is a flexible sales CRM built to help businesses manage the entire sales process in one connected workspace. From capturing leads and organizing customer data to [Read more](/crm/onpipeline-profile/) #### Features ##### Best rated features - Customizable Fields: 5/5 - Campaign Management: 5/5 - Forecasting: 5/5 - API: 5/5 ##### Worst rated features - Calendar/Reminder System: 3/5 - Email Management: 3/5 - Lead Management: 3.3/5 - Interaction Tracking: 3.7/5 [See all features](/crm/onpipeline-profile/#key-features) #### Pricing ##### Basic - Price: $25.00/month [See full pricing details](/crm/onpipeline-profile/#pricing-and-plans) --- ### [Zenith CRM](/crm/zenith-crm-profile/) - Overall rating: 5/5 - Reviews: 4 - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/zenith-crm-profile/) #### Features ##### Best rated features - Interaction Tracking: 5/5 - Lead Management: 5/5 - Contact Management: 5/5 [See all features](/crm/zenith-crm-profile/#key-features) --- ### [InfluxMD](/crm/influx-md-profile/) - Overall rating: 4.5/5 - Reviews: 18 - Starting price: $197.00/month - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/influx-md-profile/) #### Features ##### Best rated features - Customizable Reports: 5/5 - Pipeline Management: 5/5 - Campaign Management: 5/5 - Calendar Management: 5/5 [See all features](/crm/influx-md-profile/#key-features) --- ### [Saleoid](/form-builder/equp-profile/) - Overall rating: 4.6/5 - Reviews: 10 - Starting price: $5.00/month - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/form-builder/equp-profile/) #### Features ##### Best rated features - Invoice Creation: 5/5 - Invoice History: 5/5 - SMS Messaging: 5/5 - Registration Management: 5/5 ##### Worst rated features - MMS: 3/5 - Message Personalization: 3.5/5 - Customizable Forms: 4/5 - Forms Creation & Design: 4/5 [See all features](/form-builder/equp-profile/#key-features) #### Pricing ##### Customize Your CRM - Price: $5.00/month - Customize Your CRM with Saleoid by picking only what your business needs. Start with the Sales CRM [See full pricing details](/form-builder/equp-profile/#pricing-and-plans) --- ### [vcita](/crm/vcita-profile/) - Overall rating: 4.4/5 - Reviews: 296 - Starting price: $35.00/month - Best for: Ease of use - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/vcita-profile/) ##### What users love - User-friendly and intuitive design - Website and tool integration options - Centralized client communication hub ##### To take in mind - Scheduling reliability and flexibility issues - Slow and unresponsive support team - Payment and billing frustrations #### Features ##### Best rated features - Scheduled Messaging: 5/5 - Customizable Reports: 5/5 - SMS Reminders: 5/5 - Automated Responses: 5/5 ##### Worst rated features - Generative AI: 2/5 [See all features](/crm/vcita-profile/#key-features) #### Pricing ##### Kickstart - Price: $35.00/month - Applicable when team size is 1 ##### Business - Price: $65.00/month - Based on team size ##### Platinum - Price: $110.00/month - Based on team size [See full pricing details](/crm/vcita-profile/#pricing-and-plans) --- ### [Navix Health](/crm/navix-health-profile/) - Overall rating: 4.8/5 - Reviews: 4 - Starting price: $650.00/month - Free trial: Available - Free demo: Not available #### Overview Navix Health is an AI-native EMR and CRM platform built exclusively for behavioral health treatment facilities: detox, residential, PHP, IOP, outpatient, and sober living. [Read more](/crm/navix-health-profile/) #### Features ##### Best rated features - Charting: 5/5 - For Healthcare: 5/5 - Alerts/Notifications: 5/5 - Appointment Management: 5/5 [See all features](/crm/navix-health-profile/#key-features) #### Pricing ##### Startup Pricing Plan - Price: $650.00/month - $650/month flat for your first 3 months. Starting month 4, your rate adjusts to reflect your ##### Residential/Inpatient Pricing Plan - Price: $1,525.00/month - For residential and detox programs. Pricing starts at $1,525/month and scales with your average ##### Outpatient Pricing Plan - Price: $1,355.00/month - For Outpatient programs. Pricing starts at $1,355/month and scales with your average daily census, [See full pricing details](/crm/navix-health-profile/#pricing-and-plans) --- ### [Advantage Anywhere](/crm/occupancy-advantage-profile/) - Overall rating: 4.5/5 - Reviews: 13 - Free trial: Not available - Free demo: Not available #### Overview Advantage Anywhere, created by Genesis Global Solutions, is a sales customer relationship management (CRM) system with marketing automation features suitable for business of all [Read more](/crm/occupancy-advantage-profile/) #### Features ##### Best rated features - Lead Management: 5/5 - Activity Dashboard: 5/5 - HIPAA Compliant: 5/5 - Email Management: 4/5 ##### Worst rated features - Contact Management: 4/5 - Email Management: 4/5 [See all features](/crm/occupancy-advantage-profile/#key-features) --- ### [Aline](/product/66649-Aline/) - Overall rating: 4.5/5 - Reviews: 12 - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/product/66649-Aline/) #### Features ##### Best rated features - User Management: 5/5 - Medication History: 5/5 - Appointment Scheduling: 5/5 - Access Controls/Permissions: 5/5 ##### Worst rated features - Calendar Management: 1/5 [See all features](/product/66649-Aline/#key-features) --- ### [Isoratec](/crm/isoratec-profile/) - Overall rating: 5/5 - Reviews: 1 - Starting price: $50.00/month - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/isoratec-profile/) #### Pricing ##### Basic - Price: $50.00/month [See full pricing details](/crm/isoratec-profile/#pricing-and-plans) --- ### [AgentCubed](/insurance/agentcubed-profile/) - Overall rating: 4.4/5 - Reviews: 10 - Free trial: Available - Free demo: Available #### Overview 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 [Read more](/insurance/agentcubed-profile/) #### Features ##### Best rated features - Contact Management: 5/5 - Quotes/Estimates: 5/5 - Document Storage: 5/5 - Calendar/Reminder System: 5/5 [See all features](/insurance/agentcubed-profile/#key-features) #### Pricing ##### Basic - Price: Custom - Pricing available upon request [See full pricing details](/insurance/agentcubed-profile/#pricing-and-plans) --- ### [Pega CRM](/crm/pega-crm-profile/) - Overall rating: 3.9/5 - Reviews: 13 - Starting price: $90.00 - Free trial: Available - Free demo: Not available #### Overview Pega CRM is an enterprise-level customer relationship management (CRM) solution by Pegasystems that integrates sales, marketing and customer service capabilities into one solution. [Read more](/crm/pega-crm-profile/) #### Features ##### Best rated features - Internal Chat Integration: 5/5 - Contact Management: 5/5 - Interaction Tracking: 5/5 - Reporting/Analytics: 5/5 [See all features](/crm/pega-crm-profile/#key-features) #### Pricing ##### Basic - Price: $90.00 [See full pricing details](/crm/pega-crm-profile/#pricing-and-plans) --- 1 [2](https://www.softwareadvice.com/crm/healthcare-crm-comparison/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/crm/healthcare-crm-comparison/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/crm/healthcare-crm-comparison/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/crm/healthcare-crm-comparison/?__ai_markdown=true&page=5)[6](https://www.softwareadvice.com/crm/healthcare-crm-comparison/?__ai_markdown=true&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/)[ Pipedrive vs Bitrix24 ](https://www.softwareadvice.com/nonprofit/bitrix24-profile/vs/pipedrive/)[ Carepatron vs vcita ](https://www.softwareadvice.com/medical/care-patron-profile/vs/vcita/) ## 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. | Feature | Description | | --- | --- | | 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/)