5 best healthcare CRM software in 2025

There‘s extra to healthcare than the go to itself. Whether or not you’re a health care provider’s workplace, dental observe, or senior dwelling facility, you recognize that constant, personalised communication is essential to assembly sufferers’ altering well being wants. Actually, it’s what sufferers favor. Analysis by international healthcare firm Abbott discovered that 72% of sufferers need extra personalised care.

However conserving sufferers’ protected well being info protected is a requirement, not only a nice-to-have. A very good healthcare CRM will shield delicate info and enable you use it to energy extra personalised communications and stronger relationships along with your prospects.

Healthcare firm Santagostino used HubSpot Good CRM to ship personalised pediatric communications to folks primarily based on affected person segments. This exhibits the facility of mixing CRM knowledge with advertising and marketing instruments in a single platform.

Under, we’ve put collectively an inventory of healthcare CRM software program with options that assist HIPAA compliance. We’ll go over the options, pricing, and comparisons of various CRMs that will help you select the best one for your enterprise. We used generative AI instruments to reinforce analysis and drafting, and a HubSpot employees author fact-checked and reviewed this text earlier than publication. 

Desk of Contents

Finest CRMs for Healthcare at a Look

Finest CRM Software program for Healthcare Companies

1. HubSpot

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Finest for: Healthcare companies searching for an all-in-one buyer platform constructed for HIPAA compliance

Key HubSpot Options

• Options that assist HIPAA compliance: In June 2024, HubSpot released features for HIPAA support. Enterprise-level subscribers to HubSpot can now configure the client platform to assist HIPAA compliance by turning on Delicate Information settings and accepting HubSpot’s Enterprise Affiliate Settlement (BAA). HubSpot additionally gives complete audit logging, inactive session timeout, and different security measures.
• Unified buyer platform: Say goodbye to disjointed tech instruments. HubSpot is a unified buyer platform with linked gross sales, advertising and marketing, service, and operations instruments all powered by the CRM knowledge. CancerIQ streamlined its gross sales and advertising and marketing by combining them into HubSpot’s single platform.
• Superior advertising and marketing automation: With Advertising Hub, construct visible workflows to automate duties akin to appointment reminders and follow-ups. You may as well construct {custom} e-mail campaigns which are triggered by sure affected person behaviors or milestones.

HubSpot Pricing

• HubSpot’s CRM is all the time free, and it affords free plans for all six core merchandise (advertising and marketing, gross sales, service, content material, operations, and commerce).
• Every core product has a free, Starter, Skilled, and Enterprise plan. Paid plans begin at $15/seat/month and go as much as $3,600/month for the Advertising Hub Enterprise plan (which incorporates 5 core seats).
• Please be aware that when you’re searching for HIPAA compliance, it’s essential to buy the Enterprise plan to get HIPAA-related security measures. The Enterprise Buyer Platform bundle (which incorporates Enterprise entry to HubSpot’s advertising and marketing, gross sales, customer support, content material, and operations software program) begins at $4,700/month and contains seven seats.
• HubSpot pricing depends upon your particular wants and add-ons. Use this HubSpot pricing calculator to see your {custom} worth.

2. Epic Cheers

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Finest for: Suppliers searching for a healthcare CRM that’s seamlessly built-in with the Epic EHR ecosystem

Key Epic Cheers Options

• Natively built-in with Epic’s EHR: This CRM is part of Epic’s ecosystem, which incorporates MyChart, a well-liked affected person portal that already helps HIPAA compliance. Suppliers already utilizing MyChart can implement this CRM and conveniently hook up with their sufferers’ well being information and portal.
• Helps sufferers discover new docs: The Supplier Finder characteristic ensures you possibly can join your sufferers to a brand new PCP, present right addresses for his or her upcoming appointments, and see which docs are at the moment accepting new sufferers.
• Streamlines name middle operations: The Name Administration module helps name middle brokers see previous interactions with sufferers and supply extra personalised info. It additionally ensures calls are routed to the perfect division.

Epic Cheers Pricing

• Epic doesn’t checklist pricing for Cheers CRM on its web site. Contact Epic for pricing. No free trial obtainable.

3. Salesforce Health Cloud

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Finest for: Enterprise healthcare organizations searching for an out-of-the-box healthcare CRM resolution

Key Salesforce Well being Cloud Options

• Options that assist HIPAA compliance: Well being Cloud is designed to assist HIPAA compliance. Prospects can contact their account consultant to search out out extra about acquiring a Business Associate Addendum (BAA).
• Entry to MuleSoft integration platform: Well being Cloud prospects should buy MuleSoft Accelerator for Healthcare, which comprises prebuilt APIs to assist prospects combine with widespread EHR methods, together with Epic.
• Powered by Agentforce AI: With the Agentforce add-on, prospects can unlock AI brokers to offer 24/7 assist to sufferers. For instance, Agentforce can reply widespread questions, recommend companies primarily based on affected person wants, and construct quotes.

Salesforce Well being Cloud Pricing

Under are the completely different tiers of Salesforce Health Cloud pricing, all billed yearly.

• Well being Cloud Enterprise: $325/consumer/month
• Well being Cloud Limitless: $500/consumer/month
• Well being Cloud Agentforce 1 for Service: $750/consumer/month
• Well being Cloud Agentforce 1 for Gross sales: $750/consumer/month
• 30-day Health Cloud trial obtainable

4. Zoho

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Finest for: Healthcare companies searching for an reasonably priced CRM with built-in scheduling

Key Zoho CRM Options

• Options that assist HIPAA compliance: This CRM has options that will help you guarantee HIPAA compliance, together with audit logs to observe entry and modifications to buyer information, ePHI encryption you could activate by choosing fields with protected well being info, and the flexibility to allow HIPAA compliance settings.
• Constructed-in appointment scheduling: Entry a unified scheduling system to guide in-person and digital appointments that sync with calendar apps like Google Calendar. You may as well ship computerized reminders to sufferers to scale back the possibilities of no-shows.
• EHR integrations: This CRM has a local integration with Allure EHR, nevertheless it doesn’t have out-of-the-box integrations for main EHRs akin to Epic or Cerner. For that, you’d want {custom} middleware or entry to its APIs to construct your individual integration.

Zoho CRM Pricing

Under are the completely different pricing tiers of Zoho CRM, primarily based on annual billing.

• Normal: $14/consumer/month
• Skilled: $23/consumer/month
• Enterprise: $40/consumer/month
• Final: $52/consumer/month
• 15-day Zoho CRM free trial obtainable

5. LeadSquared

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Finest for: Healthcare companies eager to handle the total affected person journey in a single CRM

Key LeadSquared Options

• Options that assist HIPAA compliance: This CRM can be utilized in compliance with HIPAA and has many security measures, together with audit logs for every distant consumer session, and knowledge facilities which are ISO 27001, SSAE-16, and HIPAA compliant. It additionally has a BAA.
• Automated personalised affected person outreach: Ship automated appointment confirmations to scale back no-shows.
• EHR integrations: Entry prepared integrations to hook up with EHR methods like Epic, AthenaHealth, DrChrono, and extra.

LeadSquared Pricing

Under are the plans for LeadSquared’s healthcare CRM pricing:

• Gross sales Professional: $60/consumer/month
• Gross sales Tremendous: $100/consumer/month
• Free trial obtainable

Advantages of CRM Software program for Healthcare

• Enhance affected person assist and satisfaction. A healthcare CRM with in-depth reporting can improve your understanding of buyer habits and wishes, empowering your customer support workforce to offer higher assist. Psychological well being startup Mindgram enhanced buyer satisfaction after integrating HubSpot assist desk options inside its platform.
• Develop your observe by attracting new sufferers. A healthcare CRM with built-in advertising and marketing instruments helps you create focused content material that pulls the best sufferers to your observe. DocPlanner, a market for sufferers searching for docs, used HubSpot’s Advertising Hub’s sensible content material to show completely different variations of content material primarily based on consumer segments to drive its worldwide development.
• Enhance your healthcare enterprise’ operational effectivity. Once you lastly have entry to all of your buyer knowledge, it’s unimaginable the time financial savings you’ll see. Gross sales reps will not waste time chasing the flawed leads; customer support brokers will not subject repetitive widespread questions; and your advertising and marketing workforce will not surprise which campaigns are driving essentially the most ROI. MedicAlert noticed “astronomical” effectivity positive factors after changing its disconnected methods with HubSpot’s unified buyer platform.
• Scale your healthcare enterprise with out including pointless complexity. With the best healthcare CRM, you gained’t overburden your IT workforce with difficult, cumbersome methods. CancerIQ was capable of rapidly onboard new gross sales workforce members with out the assistance of a CRM engineer by utilizing HubSpot’s intuitive CRM platform.

4 Vital Options for a Healthcare CRM

1. Security measures to assist HIPAA compliance: Configuring your CRM for HIPAA compliance is crucial. HubSpot Enterprise customers can enable the Sensitive Data setting and point out their standing as a HIPAA-covered entity or enterprise affiliate to just accept the phrases of HubSpot’s Enterprise Affiliate Settlement (BAA).
2. Integrations with EHR and different current software program: Examine what sort of integrations your healthcare CRM can supply and whether or not they’re native integrations that may be enabled in a single click on or {custom} integrations that take extra time and assets. HubSpot affords greater than 1,900 apps in its App Marketplace, HubSpot solutions partners for custom-built integrations, and developer-friendly API documentation for DIY integrations.
3. Cellular entry: Your employees aren’t all the time at a pc. That’s why your healthcare CRM must have a cell app that gives your employees with quick access wherever they’re. HubSpot’s cell app allows you to report buyer points, open assist tickets, create social media posts, and message your sufferers from the comfort of a smartphone.
4. Analytics and reporting: Get data-driven insights into the well being of your observe along with your CRM. MedicAlert makes use of HubSpot’s {custom} experiences and dashboards to trace KPIs for finance, advertising and marketing, gross sales, and repair. CancerIQ makes use of HubSpot’s Dashboard & Reporting Software add-on to measure gross sales exercise, serving to the enterprise make higher choices.

The right way to Select a CRM for Healthcare (Step-by-Step)

Step 6: Select a CRM that’s straightforward to make use of and versatile. The proper healthcare CRM gained’t be an IT nightmare to implement. CancerIQ used HubSpot to scale its gross sales workforce remotely with no need a CRM engineer, demonstrating simply how intuitive and versatile the client platform is.

Ceaselessly Requested Questions

It may be, with an essential be aware: Like most CRMs, HubSpot will not be HIPAA compliant “out of the field;” it should be correctly configured and operated by the client to make sure compliance. The options that may assist HIPAA compliance can solely be activated on HubSpot Enterprise accounts. Additionally, you should definitely learn the total HubSpot Sensitive Data Terms to see the coated companies.

Will HubSpot signal a BAA?

To enter right into a BAA with HubSpot, it’s essential to have an Enterprise account and enable Sensitive Data settings, then examine the Well being/Medical Information checkbox and the checkbox that claims We’re a HIPAA-covered entity or enterprise affiliate.

How a lot does a CRM for healthcare value?

The price of a healthcare CRM varies relying on workforce dimension, the options you want entry to, and the software program itself. HubSpot’s CRM is free perpetually, however to entry HIPAA-related options, you’ll want an Enterprise plan. HubSpot has six core merchandise, so calculate your pricing here primarily based on which merchandise you’d like. For entry to its complete buyer platform on the Enterprise stage, the funding begins at $4,700/month for seven seats for entry to all of its advertising and marketing, gross sales, service, content material, operations, and commerce options.

Meet HubSpot, the Prime CRM Selection for Healthcare Firms

• Security measures to assist HIPAA compliance: A correctly configured HubSpot Enterprise account allows you to securely retailer delicate info, get a BAA, entry audit logs, and extra.
• Unified gross sales, advertising and marketing, service, operations, and commerce instruments: Lastly have a single supply of fact with a CRM that’s linked to must-have instruments.
• AI-powered CRM: HubSpot’s Breeze AI is built-in into the platform, permitting you to make use of AI to automate buyer assist replies, analyze advertising and marketing marketing campaign efficiency, and craft content material concentrating on your ideally suited viewers.

Surgical simulator firm VirtaMed switched from disparate level options to HubSpot’s all-in-one platform and elevated web site visitors by 39%. Healthcare firm Mesa Labs used HubSpot’s Google Adverts integration to spice up conversion charges by 20%.

Able to see why healthcare firms select HubSpot Good CRM? Try HubSpot immediately.

Disclaimer: This weblog put up will not be authorized recommendation on your firm to make use of. As a substitute, it gives background info that will help you higher perceive healthcare CRMs and HIPAA. This authorized info will not be the identical as authorized recommendation, the place an lawyer applies the legislation to your particular circumstances, so we insist that you simply seek the advice of an lawyer when you’d like recommendation in your interpretation of this info or its accuracy.

In a nutshell, you might not depend on this as authorized recommendation, or as a suggestion of any specific authorized understanding.