# 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

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Healthcare CRM Software

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# Best Healthcare CRM Software of 2026

Updated June 17, 2026

On this page

1.  Popular Comparisons
2.  Buyers Guide
3.  Related Software

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### Compare Products

Showing 1 - 25 of 127 products

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**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**

([18785 reviews](https://www.softwareadvice.com/product/2764-Salesforce/reviews/))

**112**

recommendations

Free trial

Free version

Integrations

Integrations

Google Drive

Slack

+35 more

+34 more

+33 more

Salesforce Sales Cloud's Best Rated Features

4.88AI/Machine Learning

See All

Salesforce Sales Cloud's Worst Rated Features

3.71For AEC Industry

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/))

**46**

recommendations

Free trial

Free version

Integrations

Integrations

Salesforce Sales Cloud

WordPress

+20 more

+19 more

+18 more

LeadSquared's Best Rated Features

5.0Lead Distribution

See All

LeadSquared's Worst Rated Features

3.36Reporting & Statistics

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/))

**39**

recommendations

Free trial

Free version

Integrations

Integrations

Mailchimp

Gmail

+5 more

+4 more

+3 more

Rolldog's Best Rated Features

5.0Calendar/Reminder System

See All

Rolldog's Worst Rated Features

4.77Reporting/Analytics

See All

[Thryv](https://www.softwareadvice.com/crm/thryv-profile/)

Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell mo...[Read more about Thryv](https://www.softwareadvice.com/crm/thryv-profile/)

**4.2**

([530 reviews](https://www.softwareadvice.com/crm/thryv-profile/reviews/))

**30**

recommendations

Free trial

Free version

Integrations

Integrations

Google Docs

PayPal

+56 more

+55 more

+54 more

Thryv's Best Rated Features

4.94Booking Management

See All

Thryv's Worst Rated Features

3.0Landing Pages/Web Forms

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**

([6978 reviews](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/))

**27**

recommendations

Free trial

Free version

Integrations

Integrations

Google Drive

PayPal

+68 more

+67 more

+66 more

Zoho CRM's Best Rated Features

4.93Real-Time Notifications

See All

Zoho CRM's Worst Rated Features

3.0Social Marketing

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

Slack

+25 more

+24 more

+23 more

monday CRM's Best Rated Features

4.88Reminders

See All

monday CRM's Worst Rated Features

3.74Territory Management

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

Mailchimp

+18 more

+17 more

+16 more

Creatio CRM's Best Rated Features

5.0Task Management

See All

Creatio CRM's Worst Rated Features

4.29Data Import/Export

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**

([3055 reviews](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/))

Free trial

Free version

Integrations

Integrations

Google Drive

Slack

+84 more

+83 more

+82 more

Pipedrive's Best Rated Features

4.85Activity Tracking

See All

Pipedrive's Worst Rated Features

3.10Quotes/Estimates

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**

([4465 reviews](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/))

Free trial

Free version

Integrations

Integrations

Slack

Trello

+185 more

+184 more

+183 more

HubSpot CRM's Best Rated Features

4.83Third-Party Integration

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

Google Drive

PayPal

+149 more

+148 more

+147 more

servis.ai's Best Rated Features

5.0Calendar/Reminder System

See All

servis.ai's Worst Rated Features

4.33Reporting/Analytics

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

4.50Monitoring Device Integration

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

4.83Contact Management

See All

RAYNET CRM's Worst Rated Features

4.83Contact Management

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

EasyShifts

+8 more

+7 more

+6 more

Eldermark's Best Rated Features

5.0Patient Records Management

See All

Eldermark's Worst Rated Features

3.83Medical Billing

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

Google Docs

Google Drive

+25 more

+24 more

+23 more

Spotler CRM's Best Rated Features

4.74CRM

See All

Spotler CRM's Worst Rated Features

3.43Territory Management

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

PayPal

Microsoft Excel

+21 more

+20 more

+19 more

vcita's Best Rated Features

4.95Calendar/Reminder System

See All

vcita's Worst Rated Features

3.50Third-Party Integrations

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

[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

Acuity Scheduling

Google Calendar

+20 more

+19 more

+18 more

[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

+7 more

+6 more

+5 more

[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

Gmail

+26 more

+25 more

+24 more

[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

PayPal

Gmail

+18 more

+17 more

+16 more

Saleoid's Best Rated Features

4.83Email Campaign Management

See All

Saleoid's Worst Rated Features

4.83Email Campaign Management

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

[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

[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

[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

Microsoft 365

+5 more

+4 more

+3 more

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/)[

BestNotes vs Carepatron

](https://www.softwareadvice.com/medical/bestnotes-profile/vs/care-patron/)[

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/)