# InfluxMD Software Reviews, Demo & Pricing - 2026

> Review of InfluxMD Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/crm/influx-md-profile

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InfluxMD

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Overview

[Reviews](https://www.softwareadvice.com/crm/influx-md-profile/reviews/)

# InfluxMD 2026: Benefits, Features & Pricing

Wondering if InfluxMD is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    

## Overview

InfluxMD

4.5

[(18)](https://www.softwareadvice.com/crm/influx-md-profile/reviews/)

Pricing

Starting at $197.00 per month

### About InfluxMD

Influx MD sales and marketing software bring twenty years of healthcare marketing experience to medical practices of all sizes in a powerful and affordable HIPAA compliant application.

Designed for clinicians, Influx simplifies the lead acquisition and conversion process for office staff to ensure leads progress through sales funnels efficiently without changing clinical workflows.

Influx MD combines CRM, lead management, marketing automation, and online engagement functionalities with machine learning to recognize marketing and prospect opportunities as they arise.

For the business administrator, Influx MD serves as a critical link between marketing expenditure and lead conversion, providing deep insights into the factors that contribute to successful campaigns. The application streamlines all aspects of the patient intake pipeline, providing a complete view of all marketing campaigns, sales funnels, and lead engagement.

The result is a B2C interface that guides clinical team members through the sales process, provides all of the tools necessary for building and managing successful online marketing campaigns, and gives administrators the insights they need to...

intelligently adapt workflow for maximum patient acquisition.

Wondering if InfluxMD is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

## InfluxMD User Interface

## Popular InfluxMD Alternatives

Main Product

InfluxMD

4.5

[(18)](https://www.softwareadvice.com/crm/influx-md-profile/reviews/)

Ratings Breakdown

-   4.56Ease of use
-   4.19Value for money
-   4.50Customer support
-   4.22Functionality

Pricing

Starting at $197.00 per month

Get Price

Alternative Product

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.4

[(18786)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

Ratings Breakdown

-   3.99Ease of use
-   4.05Value for money
-   4.13Customer support
-   4.38Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.3

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

Ratings Breakdown

-   4.15Ease of use
-   4.29Value for money
-   4.08Customer support
-   4.27Functionality

Pricing

Starting at $14.00 per month

Get Price

Alternative Product

[ECP](https://www.softwareadvice.com/product/448947-ECP/)

4.6

[(172)](https://www.softwareadvice.com/product/448947-ECP/reviews/)

Ratings Breakdown

-   4.69Ease of use
-   4.52Value for money
-   4.86Customer support
-   4.49Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/)

4.7

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

Ratings Breakdown

-   4.75Ease of use
-   4.73Value for money
-   4.49Customer support
-   4.50Functionality

Pricing

Starting at $7.00 per year

Get Price

Alternative Product

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

4.5

[(4466)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/)

Ratings Breakdown

-   4.38Ease of use
-   4.29Value for money
-   4.39Customer support
-   4.36Functionality

Pricing

Starting at $20.00 per month

Get Price

## InfluxMD Pricing and Plans

Starting price: $197.00 per month

Free Trial

Free Version

Solo Practice

$197.00

flat rate, per month

Plan includes:

-   Up to 2 users
-   2,500 patient contacts
-   250 AI chat interactions/month
-   50 AI chat interactions/month
-   50 insurance card scans/month
-   Basic setup included
-   Unlimited portal suppor

Group Practice

$397.00

flat rate, per month

Plan includes:

-   HIPAA-Compliant
-   Up to 10 users
-   10,000 patient contacts
-   250 AI chat interactions/month
-   250 insurance card scans/month
-   Priority setup & team training
-   Dedicated Account Manager

Enterprise

Pricing available upon request

Plan includes:

-   Unlimited users
-   Unlimited patient contacts
-   Unlimited AI interactions
-   Custom integrations
-   White-label options
-   24/7 priority support

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## InfluxMD Features

-   Popular features found in CRM
    
    Calendar Management
    
    Customer Journey Mapping
    
    Email Management
    
    Quotes/Estimates
    
    Reporting/Analytics
    
    Sales Pipeline Management
    
    Segmentation
    
    Task Management
    
    Territory Management
    
    Workflow Management
    
-   More features of InfluxMD
    
    A/B Testing
    
    Access Controls/Permissions
    
    Activity Dashboard
    
    Activity Tracking
    
    AI/Machine Learning
    
    AI Writing Assistant
    
    Alerts/Escalation
    
    Alerts/Notifications
    
    API
    
    Appointment Management
    
    Appointment Scheduling
    
    Audience Targeting
    
    Automated Scheduling
    
    Autoresponders
    
    Behavior Analytics
    
    Billing & Invoicing
    
    Brand Guidelines
    
    Calendar/Reminder System
    
    Campaign Analytics
    
    Campaign Management
    
    Campaign Planning
    
    Campaign Segmentation
    
    Charting
    
    Chatbot
    
    Chat/Messaging
    
    Chat Transcript
    
    Client Management
    
    Code-free Development
    
    Collaboration Tools
    
    Commenting/Notes
    
    Communication Management
    
    Configurable Workflow
    
    Contact Database
    
    Contact Management
    
    Contextual Guidance
    
    Conversation Intelligence
    
    Conversion Tracking
    
    CRM
    
    Customer Engagement
    
    Customer Segmentation
    
    Customer Service Analytics
    
    Customizable Branding
    
    Customizable CTAs
    
    Customizable Fields
    
    Customizable Forms
    
    Customizable Reports
    
    Customizable Templates
    
    Dashboard
    
    Data Entry
    
    Data Import/Export
    
    Data Security
    
    Document Management
    
    Document Storage
    
    Drag & Drop
    
    Drip Campaigns
    
    Dynamic Content
    
    Email Marketing
    
    Email Response Control
    
    Email Templates
    
    Email Tracking
    
    Engagement Tracking
    
    Event Triggered Actions
    
    For Healthcare
    
    For Marketing and Advertising
    
    Forms Management
    
    For Sales Teams/Organizations
    
    Generative AI
    
    Grammar Check
    
    HIPAA Compliant
    
    Intent Recognition
    
    Interaction Tracking
    
    Knowledge Base Management
    
    Landing Pages/Web Forms
    
    Lead Capture
    
    Lead Engagement
    
    Lead Generation
    
    Lead Management
    
    Lead Nurturing
    
    Lead Qualification
    
    Lead Scoring
    
    Lead Segmentation
    
    Lead Verification/Validation
    
    Live Chat
    
    Marketing Automation
    
    Marketing Management
    
    Mobile Access
    
    Monitoring
    
    Multi-Campaign
    
    Multi-Channel Marketing
    
    Multi-Language
    
    Multi-Location
    
    Natural Language Processing
    
    Notes Management
    
    Patient Communications
    
    Patient Management
    
    Performance Metrics
    
    Personalization
    
    Pipeline Management
    
    Pre-Configured Bot
    
    Predictive Analytics
    
    Real-Time Analytics
    
    Real-Time Data
    
    Real-Time Notifications
    
    Referral Tracking
    
    Reminders
    
    Reporting & Statistics
    
    ROI Tracking
    
    Sales Activity Management
    
    Sales Analytics
    
    Sales Automation
    
    Sales Reports
    
    Scheduling
    
    Search/Filter
    
    SMS Marketing
    
    SMS Messaging
    
    Speech Recognition
    
    Surveys & Feedback
    
    Task Progress Tracking
    
    Task Scheduling
    
    Template Management
    
    Text Editing
    
    Third-Party Integrations
    
    Trend Analysis
    
    Visual Analytics
    
    Web Forms
    
    Website Visitor Tracking
    
    Workflow Automation
    

## InfluxMD Integrations

Open Dental

Integration rated undefined from -1 review

Athena

Integration rated undefined from -1 review

Elation

Integration rated undefined from -1 review

Calendly

Integration rated undefined from -1 review

Tebra

Integration rated undefined from -1 review

Acuity Scheduling

Integration rated undefined from -1 review

See all 21 integrations

## InfluxMD User Reviews

Overall Rating

4.5

Ratings Breakdown

5

67%

4

17%

3

17%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.6

Value for money

4.2

Customer support

4.5

Functionality

4.2

Kara F.

Verified reviewer

Hospital & Health Care

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed February 2020

Influx is a useful tool for healthcare professionals

4

Overall, Influx MD is a useful addition to many healthcare settings.

Ratings Breakdown

4

Ease of use

4

Value for money

5

Customer support

4

Functionality

Pros:

A few clinical sites that I was at used Influx, and it was rather useful. It is HIPPA compliant which makes data sharing seamless.

Cons:

There were times where the software would freeze, and it took a bit to get used to the interface but overall it was a useful tool.

Read More

AW

Alex W.

Verified reviewer

Medical Practice

2-10 employees

Used daily for less than 12 months

Reviewed August 2025

Patient management made simple

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

Clean and simple way to organize patient data. Helps me manage outreach efforts and follow up with leads. Support is easily accessible.

Cons:

Occasional issues saving new contact forms. Would like to be able to customize fields on page views for patients.

Read More

TY

Tamara Y.

Verified reviewer

Mental Health Care

11-50 employees

Used daily for less than 6 months

Review source

Reviewed September 2021

Product limitations exacerbated by major customer service challenges

3

Our biggest concern (and ultimately the primary reason for terminating our contract) was the terrible customer service we received. We started with one primary contact during the onboarding process, and after we had multiple questions related to development, a developer seemed to step in as our primary contact going forward. He was consistently rude, dismissive, and defensive--despite every attempt to have an open conversation about how we could repair the relationship and better partner moving forward. When we pointed out errors that needed to be fixed, it was often responded to with finger-pointing the blame towards someone on our team. It was very frustrating, and we made many compromises during our set-up process simply out of the desire to be finished with the constant communication headaches. We chose InfluxMD, in part, because of the positive reviews we read during our research. We wanted to do our part to ensure the other side of the experience is also represented, because our experience was anything but positive. We have thankfully found a software partner who meets all the technical needs that InfluxMD could not accommodate, and who has a wonderful team who collaborates and partners well.

Ratings Breakdown

2

Ease of use

2

Value for money

1

Customer support

2

Functionality

Pros:

We were thrilled to find a HIPPA-compliant CRM software solution at such a reasonable price point. We read great reviews on multiple software sites, and the overall solution was positioned to us as user-friendly so that we would need limited support after implementation.

Cons:

The software itself had some limitations when it came to customizations that met our process needs. Additionally, certain fields would become locked by the system once entered, and our users had to go through the InfluxMD ticketing process just to change basic field entry data, which is quite cumbersome when you consider that user error happens regularly, and the need to edit leads data also happens regularly. Reporting capabilities were very disappointing. We had to initiate a new ticket/request for every basic reporting need, and the team delivered the bare minimum as far as the fields/output of the reports we did request. I highly recommend ensuring you get the reports you want prior to implementation, as this team seems to be "hands-off" when it comes to requests post-launch.

Reasons for choosing InfluxMD

HIPPA-compliance, relatively inexpensive

Read More

GI

Greg I.

Verified reviewer

Medical Practice

11-50 employees

Used daily for less than 12 months

Review source

Reviewed June 2019

Excellent Software That Enables Rapid Growth

5

In a word, transformative. In certain types of medical practices, you need to screen a quite a few people to get to the people you can help. InfluxMD allowed my team to scale the number of people we engage with, while providing leads with a great experience. We are on pace to doubling our practice from last year.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

• Ability to customize the software to our specific process needs • Customizable views for each agent, so each agent knows who they need to reach each day • Ease of use – Everyone on the team, tech savvy or not, has quickly adopted to using InfluxMD • Ability to text have text and email conversations with leads; all captured in the same place. • Good reporting • Very responsive support team

Cons:

• Ability to go backward in the process. InfluxMD, once you have completed a step. We have designed around this, though we always have a small handful of exceptions. • Integration with our EMR would be a great feature.

Read More

FE

Felecia E.

Medical Practice

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2017

The software has helped increase business tremendously. It's been wonderful.

5

Increased patient volume and revenue.

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

5

Functionality

Pros:

The lead tracking system and how IFX has been able to customize to our needs and workflows is exceptional. This software is so helpful in keeping track of patients progress through our program and education, they get to surgery more quickly. Getting this software has transformed our practice in a very positive way.

Cons:

In the beginning it was difficult for us making the transition because we had very particular workflows we wanted built in to the software, so it took a little bit of time and effort to get it customized just for us, but this is like with anything. So I don't really see this a fault but I don't really have any cons to offer.

Read More

SK

Samantha K.

Health, Wellness and Fitness

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2017

Easy. Customization.

3

Great marketing source.

Ratings Breakdown

4

Ease of use

3

Value for money

3

Customer support

3

Functionality

Pros:

The clients have easy access to me. It allows you to see all interactions between the different users. If you are in the elite program and have the videos being sent to inactive clients, it's a good marketing source. It's customization is helpful.

Cons:

It's had a few glitches overtime. I wish it generated a report showing a pie chart of percentages of which referral source referred how many clients.

Vendor Response

Hi Samantha. Did you know Influx MD has a custom report builder? The report you are looking for can be built quite easily if you are recording referral sources. The fastest way to get this report is to contact your support team and ask them to build it for you. Thanks for being an Influx MD Champion!

Replied November 2017

Read More

LJ

Lindsey J.

Used daily for more than 2 years

Review source

Reviewed November 2017

Great company that will tailor your website/software to your needs

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

Software tailored to practice needs Allows us to have customizable patient education using our physicians rather than just general health handouts found online or through other video softwares (like Emmi) Lead alerts sent via email to remind one to follow up

Cons:

It would be nice if the software were able to link to practice scheduling software so that when we check someone in on our EMR it automatically marks the patient's attendance on this software.

Read More

BW

Bryan W.

Used daily for more than 2 years

Review source

Reviewed November 2017

Works very well with the management of lead tracking and analysis of spending.

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

Information is entered with multiple users at multiple locations. All users then have access to the leads and more importantly can search for information that each user needs.

Cons:

Has many additional capabilities that need to be taught to be full utilized. This work can be tedious but it is worth it in the long run because it makes you better and also enables you to understand your marketing efforts and spend.

Read More

IC

Isabell C.

Medical Practice

2-10 employees

Used daily for less than 2 years

Review source

Reviewed November 2017

Great! Customer support is very helpful and responds immediately .

5

It helps keep track of the type of patients we see, how many scheduled, how many actually kept the appointment, if anyone was missed. its tied in to our website, so patients can email us, request appointments ask questions, we can email them. It is very user friendly!!!

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

This system is very easy to use and keeps up with your patients. What I like the most about it is that it has automatic reminders in place, and will send a link for new patient forms, to new patients after they have scheduled an appointment. Love it! This automatically takes a step away from us.

Read More

JS

Jeni S.

Used daily for more than 2 years

Review source

Reviewed November 2017

Influx has helped streamline the process of following our leads all the way through surgery approval

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

It is extremely user friendly for all staff members to utilize. It allows us to follow prospective patients through scheduling their initial consult all the way through the pre surgical requirements to having surgery.

Cons:

It would be nice if it integrated with our EMR software but then again that might be cumbersome too.

Read More

Showing 1 - 10 of 18 Reviews

[See All Reviews](https://www.softwareadvice.com/crm/influx-md-profile/reviews/)

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