Find the best Healthcare CRM
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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, execut...Read more about Salesforce Sales Cloud
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Built on top of monday.com Work OS, monday CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to post-sales management like client p...Read more about monday CRM
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FreeAgent CRM is a fully-featured CRM 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 visibil...Read more about FreeAgent CRM
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Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verti...Read more about Creatio CRM
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Pipedrive is a web-based sales CRM software that helps sales teams of all sizes and industries close more deals. Used by over 100,000 companies, Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sale...Read more about Pipedrive
HubSpot is an AI-enabled, cloud-based CRM software designed to support businesses of all sizes in their 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...Read more about HubSpot CRM
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 manag...Read more about RAYNET CRM
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 iden...Read more about HUMHEALTH
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 a...Read more about Eldermark
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...Read more about Zenith CRM
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 revenu...Read more about Aline
EQUP is designed is to bridge the gap between the currently available solutions and the requirements of small business owners. Things that no one else offers - Inventory pooling - Free version has no feature restrictions - Dedicated resources to manag...Read more about EQUP
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 an...Read more about Influx MD
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 exp...Read more about Isoratec
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 rela...Read more about VIA Sales
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 plac...Read more about Spotler CRM
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 ...Read more about Advantage Anywhere
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 automatio...Read more about AgentCubed
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...Read more about Onpipeline
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...Read more about vcita
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 ...Read more about Pega CRM
Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketing processes. It can be hosted on the cloud or installed on-premise. With live dashboards, custom reporting, and automation tools, Centra Hu...Read more about CentraHub CRM
MNprogram is designed to help businesses in medical, education, healthcare, legal and other industries streamline accounting, invoicing, sales and marketing operations. It enables managers to automate workflows, manage expenses, assign tasks to team member...Read more about MNprogram
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 cha...Read more about Zoho CRM
LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness, marketing, real estate, software...Read more about LeadSquared
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Buyers Guide
This detailed guide will help you find and buy the right healthcare crm software for you and your business.
Last Updated on March 16, 2023Here's what we'll cover:
What Is Healthcare CRM Software?
Common Features of Healthcare CRM Software
Evaluating Healthcare CRM Software
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 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. |
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?
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?