# Best Healthcare CRM Software - 2026 Reviews & Pricing > Find the best Healthcare CRM Software for your organization. Compare top Healthcare CRM Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/crm/healthcare-crm-comparison --- [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 6, 2026 On this page 1. Popular Comparisons 2. Buyers Guide 3. Related Software Filter products 127 results ### Compare Products Showing 1 - 25 of 127 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](https://www.softwareadvice.com/product/2764-Salesforce/) Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing au...[Read more about Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** ([18790 reviews](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)) **97** recommendations Free trial Free version Integrations Integrations Dropbox Business Box +35 more +34 more +33 more Salesforce Sales Cloud's Best Rated Features 5.0Proposal Generation See All Salesforce Sales Cloud's Worst Rated Features Lead Assignment See All [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) Rolldog is a customer relationship management (CRM) solution, with the perks of sales enablement all rolled into one. Rolldog he...[Read more about Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** ([33 reviews](https://www.softwareadvice.com/marketing/rolldog-complete-profile/reviews/)) **30** recommendations Free trial Free version Integrations Integrations Mailchimp Amazon EC2 +5 more +4 more +3 more Rolldog's Best Rated Features 5.0For Sales Teams/Organizations See All Rolldog's Worst Rated Features Social Media Integration See All [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive out...[Read more about LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** ([167 reviews](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/)) **30** recommendations Free trial Free version Integrations Integrations GoTo Webinar Twitter/X +20 more +19 more +18 more LeadSquared's Best Rated Features 5.0Engagement Tracking See All LeadSquared's Worst Rated Features Campaign Scheduling See All [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing aut...[Read more about Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) **4.3** ([6982 reviews](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)) **20** recommendations Free trial Free version Integrations Integrations Zoho Social Google Ads +68 more +67 more +66 more Zoho CRM's Best Rated Features 5.0Client/Property Matching See All Zoho CRM's Worst Rated Features Deal Management See All [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such ...[Read more about monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) **4.7** ([463 reviews](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/)) Free trial Free version Integrations Integrations Google Drive Shopify +25 more +24 more +23 more monday CRM's Best Rated Features 5.0Opportunity Management See All monday CRM's Worst Rated Features 2.0Dashboard See All [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 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 ...[Read more about Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) **4.7** ([149 reviews](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/)) Free trial Free version Integrations Integrations Microsoft Excel Microsoft Word +18 more +17 more +16 more Creatio CRM's Best Rated Features 5.0Task Management See All Creatio CRM's Worst Rated Features Landing Pages/Web Forms See All [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets ...[Read more about Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) **4.5** ([3056 reviews](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/)) Free trial Free version Integrations Integrations QuickBooks Online Aircall +84 more +83 more +82 more Pipedrive's Best Rated Features 5.0Click Tracking See All Pipedrive's Worst Rated Features Project Management See All [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey. It caters ...[Read more about HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) **4.5** ([4468 reviews](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/)) Free trial Free version Integrations Integrations ActiveCampaign AskNicely +185 more +184 more +183 more HubSpot CRM's Best Rated Features 5.0Collaboration Tools See All HubSpot CRM's Worst Rated Features 3.87Social Media Integration See All [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain ...[Read more about servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) **4.6** ([71 reviews](https://www.softwareadvice.com/product/113880-FreeAgent-Network/reviews/)) Free trial Free version Integrations Integrations Microsoft 365 Zapier +149 more +148 more +147 more servis.ai's Best Rated Features 5.0Pipeline Management See All servis.ai's Worst Rated Features Social Media Integration See All [HUMHEALTH](https://www.softwareadvice.com/remote-patient-monitoring/humhealth-profile/) Humhealth is a group of programs that supports RPM, CCM, AWV, BHI, PCM, TCM, and RTM. Humhealth provides best-in-class, easy-t...[Read more about HUMHEALTH](https://www.softwareadvice.com/remote-patient-monitoring/humhealth-profile/) **4.8** ([33 reviews](https://www.softwareadvice.com/remote-patient-monitoring/humhealth-profile/#reviews)) Free trial Free version HUMHEALTH's Best Rated Features 5.0For Healthcare See All HUMHEALTH's Worst Rated Features 3.0Reporting & Statistics See All [RAYNET CRM](https://www.softwareadvice.com/scm/raynet-profile/) Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. Perfectly organized d...[Read more about RAYNET CRM](https://www.softwareadvice.com/scm/raynet-profile/) **4.9** ([27 reviews](https://www.softwareadvice.com/scm/raynet-profile/reviews/)) Free trial Free version Integrations Integrations Dropbox Business Mailchimp +10 more +9 more +8 more RAYNET CRM's Best Rated Features 5.0Contact Database See All RAYNET CRM's Worst Rated Features API See All [Eldermark](https://www.softwareadvice.com/medical/eldermark-profile/) Eldermark’s comprehensive software is built for the business of senior living. Centralize and connect all your senior living sof...[Read more about Eldermark](https://www.softwareadvice.com/medical/eldermark-profile/) **4.6** ([37 reviews](https://www.softwareadvice.com/medical/eldermark-profile/reviews/)) Free trial Free version Integrations Integrations ActiveDEMAND Caretime +8 more +7 more +6 more Eldermark's Best Rated Features 5.0Compliance Management See All Eldermark's Worst Rated Features Reporting & Statistics See All [Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/) Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams...[Read more about Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/) **4.5** ([453 reviews](https://www.softwareadvice.com/crm/really-simple-systems-profile/reviews/)) Free trial Free version Integrations Integrations Mailchimp Calendly +25 more +24 more +23 more Spotler CRM's Best Rated Features 5.0Customizable Reports See All Spotler CRM's Worst Rated Features Email Templates See All [NexHealth](https://www.softwareadvice.com/dental/nexhealth-profile/) NexHealth is an EHR-integrated patient booking platform that enables practices to digitize the patient experience with real-time...[Read more about NexHealth](https://www.softwareadvice.com/dental/nexhealth-profile/) **4.7** ([31 reviews](https://www.softwareadvice.com/dental/nexhealth-profile/reviews/)) Free trial Free version Integrations Integrations eClinicalWorks Dentrix Ascend +7 more +6 more +5 more NexHealth's Best Rated Features 4.33Messaging See All NexHealth's Worst Rated Features Online Intake Forms See All [vcita](https://www.softwareadvice.com/crm/vcita-profile/) vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small businesses...[Read more about vcita](https://www.softwareadvice.com/crm/vcita-profile/) **4.4** ([292 reviews](https://www.softwareadvice.com/crm/vcita-profile/reviews/)) Free trial Free version Integrations Integrations Google Analytics 360 Google Calendar +21 more +20 more +19 more vcita's Best Rated Features 5.0Scheduled Messaging See All vcita's Worst Rated Features Credit Card Processing See All [Zenith CRM](https://www.softwareadvice.com/crm/zenith-crm-profile/) Z-CRM transforms how you connect with customers through a cloud-based, AI-powered CRM and comprehensive call center suite. Enhan...[Read more about Zenith CRM](https://www.softwareadvice.com/crm/zenith-crm-profile/) **5.0** ([4 reviews](https://www.softwareadvice.com/crm/zenith-crm-profile/#reviews)) Free trial Free version Zenith CRM's Best Rated Features 5.0Interaction Tracking See All Zenith CRM's Worst Rated Features 5.0Contact Management See All [InfluxMD](https://www.softwareadvice.com/crm/influx-md-profile/) Influx MD sales and marketing software bring twenty years of healthcare marketing experience to medical practices of all sizes i...[Read more about InfluxMD](https://www.softwareadvice.com/crm/influx-md-profile/) **4.5** ([18 reviews](https://www.softwareadvice.com/crm/influx-md-profile/reviews/)) Free trial Free version Integrations Integrations Open Dental Elation +20 more +19 more +18 more InfluxMD's Best Rated Features 5.0Customizable Reports See All InfluxMD's Worst Rated Features 5.0Contact Management See All [Aline](https://www.softwareadvice.com/product/66649-Aline/) Aline is an integrated system purpose-built for senior living that connects residents, families, staff, and executives on one si...[Read more about Aline](https://www.softwareadvice.com/product/66649-Aline/) **4.5** ([12 reviews](https://www.softwareadvice.com/product/66649-Aline/reviews/)) Free trial Free version Integrations Integrations Mailchimp LinkedIn for Business +26 more +25 more +24 more Aline's Best Rated Features 5.0User Management See All Aline's Worst Rated Features Electronic Signature See All [Saleoid](https://www.softwareadvice.com/form-builder/equp-profile/) Saleoid was built to bridge a gap we kept seeing in the market. Most teams are forced to choose between a lightweight CRM that c...[Read more about Saleoid](https://www.softwareadvice.com/form-builder/equp-profile/) **4.6** ([10 reviews](https://www.softwareadvice.com/form-builder/equp-profile/#reviews)) Free trial Free version Integrations Integrations Microsoft Outlook authorize.net +18 more +17 more +16 more Saleoid's Best Rated Features 5.0Invoice Creation See All Saleoid's Worst Rated Features 3.50Message Personalization See All [Advantage Anywhere](https://www.softwareadvice.com/crm/occupancy-advantage-profile/) Advantage Anywhere, created by Genesis Global Solutions, is a sales customer relationship management (CRM) system with marketing...[Read more about Advantage Anywhere](https://www.softwareadvice.com/crm/occupancy-advantage-profile/) **4.5** ([13 reviews](https://www.softwareadvice.com/crm/occupancy-advantage-profile/#reviews)) Free trial Free version Advantage Anywhere's Best Rated Features 5.0Lead Management See All Advantage Anywhere's Worst Rated Features 4.0Contact Management See All [Isoratec](https://www.softwareadvice.com/crm/isoratec-profile/) Isoratec CRM is a HIPAA-compliant customer relationship management (CRM) solution suitable for various types of home care facili...[Read more about Isoratec](https://www.softwareadvice.com/crm/isoratec-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/crm/isoratec-profile/#reviews)) Free trial Free version Integrations Integrations Google Maps +0 more +0 more +0 more [VIA Sales](https://www.softwareadvice.com/long-term-care/via-sales-profile/) At Serviam, we are creating better journeys for all stakeholders in the senior living space. By providing a unified platform for...[Read more about VIA Sales](https://www.softwareadvice.com/long-term-care/via-sales-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/long-term-care/via-sales-profile/#reviews)) Free trial Free version VIA Sales's Best Rated Features 5.0Contact Management See All VIA Sales's Worst Rated Features 4.0Activity Tracking See All [AgentCubed](https://www.softwareadvice.com/insurance/agentcubed-profile/) AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users automate workf...[Read more about AgentCubed](https://www.softwareadvice.com/insurance/agentcubed-profile/) **4.4** ([10 reviews](https://www.softwareadvice.com/insurance/agentcubed-profile/reviews/)) Free trial Free version AgentCubed's Best Rated Features 5.0Contact Management See All AgentCubed's Worst Rated Features 5.0Interaction Tracking See All [Onpipeline](https://www.softwareadvice.com/crm/onpipeline-profile/) Unique CRM tools for organizing data, overseeing leads, managing deals and the entire sales process, tracking activities, report...[Read more about Onpipeline](https://www.softwareadvice.com/crm/onpipeline-profile/) **4.3** ([3 reviews](https://www.softwareadvice.com/crm/onpipeline-profile/#reviews)) Free trial Free version Integrations Integrations Mailchimp Aircall +5 more +4 more +3 more Onpipeline's Best Rated Features 5.0Customizable Fields See All Onpipeline's Worst Rated Features 2.50Lead Management See All [Pega CRM](https://www.softwareadvice.com/crm/pega-crm-profile/) Pega CRM is an enterprise-level customer relationship management (CRM) solution by Pegasystems that integrates sales, marketing ...[Read more about Pega CRM](https://www.softwareadvice.com/crm/pega-crm-profile/) **3.9** ([13 reviews](https://www.softwareadvice.com/crm/pega-crm-profile/reviews/)) Free trial Free version Integrations Integrations Microsoft Outlook +0 more +0 more +0 more Pega CRM's Best Rated Features 5.0Internal Chat Integration See All Pega CRM's Worst Rated Features Segmentation See All 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](https://www.softwareadvice.com/referral-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/)