13 Healthcare CRM Software Solutions for Hospitals and Medical

Healthcare CRM Software

Healthcare CRM software is essential when it comes to effectively managing resources and delivering the best patient outcomes.

A hospital can track all information about a patient, including behavior and payment history, by investing in a quality healthcare CRM system.

Every industry, including healthcare, must provide an exceptional customer experience to guarantee that patients receive the best care possible.

Consequently, businesses are rapidly undergoing digital transformation to employ the latest technologies that can meet contemporary needs. The top healthcare CRM software options are listed below.

The digitization of the industry has been further boosted by the COVID-19 pandemic. Healthcare companies are also participating in this digitization process to better serve patients and maintain accurate, complete patient records.

This is where a CRM system comes in handy!

The latest technology improves interaction and personalization while providing high security, accurate information and marketing automation.

This way, you can increase marketing campaigns and medical sales while improving patient care and management.

According to the research, the global market for CRM in healthcare is expected to grow to reach USD 28.89 billion by 2026.

The only reason for this is the growing demand for patient involvement and prioritization.

Let’s explore healthcare CRM in more detail and see how it can benefit your company.

Healthcare CRM: What is it?

You can enhance customer service and cultivate productive working connections by managing your clients’ information with customer relationship management (CRM) software. It will record and monitor client data, including contact details, previous phone or email exchanges, money spent, and service preferences.

Obviously, this is how a healthcare CRM system works. Together with your best practices and other crucial business data, it records all incoming and existing patient dates, notes, interactions, and preferences.

PRM software is another name for healthcare CRM (Patient Relationship Management). In addition to managing patient relationships, PRM also manages relationships with staff, physicians, medical professionals, and referrals.

Why CRM is Needed for Healthcare?

Digitalization is a global imperative. Everyone knows how it affects their companies.

However, how does this benefit the medical field?

These figures, after all, say it all!

According to CivicScience, nearly 20% of Americans haven’t seen a doctor in the past year, and 46% of UK patients miss annual doctor appointments, according to The Lancet.

This is not good news for patients or providers!

Businesses miss out on patient care and inaccurate data.

Both can be secured using a healthcare CRM.

It schedules all upcoming patient appointments with reminders. Thanks to the integration, you can follow up with each patient via phone, WhatsApp, SMS, or email. You can be 40% more creative, 33% more efficient, and 70% more organized this way.

Following are some of the benefits of using CRM in the healthcare sector:

Controlled Information

A single administrative error can have serious consequences. Thus, complex data organization is required to enable others to work effectively. CRM enables you to store patient data, monitor all records, and send alerts as needed.

High Interaction

An industry’s worst nightmare is losing even a client. By streamlining communication, CRM software will help you deliver services faster while maintaining accuracy and quality. Additionally, you can let your clients schedule sessions at a time that works best for them.

A Better Experience for Patients

People are increasingly frustrated as the world moves faster and faster. Providing a positive customer experience increases revenue in addition to building patient trust. With CRM, you can follow up to provide better care by collecting data on each patient through provider forms.

Advanced Care

With a comprehensive CRM system, staff, patients, and physicians can all rest easy knowing that everything is going according to plan. In this approach, medical facilities can reduce errors, streamline patient relationship management, eliminate unnecessary deliveries, and offer an advanced diagnostic offering.

Types of Healthcare CRM Software

CRM software for the healthcare industry aims to improve every aspect of healthcare delivery by streamlining communication and management processes with patients. Healthcare CRM software is available in a variety of formats and is tailored to meet the specific needs of the industry. Several types of CRM software include:

CRM for Healthcare Analytics

Healthcare firms can benefit from using CRM software with an analytical focus to review patient data, trends and outcomes. It offers useful information that can be put to use in decision-making, process optimization, and patient care.

CRM Integration

By connecting these types of CRM and electronic health records (EHR) systems, medical professionals can access patient data, schedule appointments, and manage billing from one central location. By eliminating data silos, it increases productivity and reduces errors.

Even though every kind of CRM software has a distinct purpose for the healthcare industry, many contemporary systems are made to precisely match the various demands of healthcare providers and improve patient care. So, integrate these elements.

Software for Patient Relationship Management (PRM)

The primary goals of patient relationship management (PRM) software are patient engagement, communication, and satisfaction. It allows medical professionals to securely share test results, collect patient feedback, and send appointment reminders in an effort to enhance the patient experience.

Software for Managing References

Medical facilities can manage patient referrals more efficiently with the help of this type of CRM. By monitoring referrals, guaranteeing follow-up, and enabling simple communication between referring and receiving physicians, continuity of care is guaranteed.

CRM for Marketing Automation

Healthcare providers use marketing automation CRM to analyze patient data, automate marketing campaigns, and personalize messaging for targeted outreach. It helps retain existing customers, attract new customers and maintain a positive online reputation.

Important Features of CRM Software to Consider

The market is full of providers. Therefore, before choosing the best CRM software, you should consider the following features:

  • Updates to EMR/EHR
  • Integration for the benefit of patients
  • Distribution of patients
  • Activity tracking
  • Data protection
  • Free sample and bundle

Additionally, you should follow the following best practices for installing a CRM solution in your company:

  • As a business, choose a CRM based on your needs and your budget.
  • Provide proper training to your team.
  • Establish some guidelines.
  • Believe in automation
  • Put teamwork first.
  • My Patient Information
  • Maintain a straightforward workflow.

Let us now examine a few CRM programs that are suitable for the healthcare sector;

1) Zendesk

The first on the list of Healthcare CRM Software is, Use Zendesk to enhance your patient care services, allowing you to meet the demands of each patient and increase patient trust. Stay connected with Zendesk while relaxing in your chair to unleash the wonders.

Enter a new era of conversion with Zendesk’s CRM solution. Patients want to have a positive experience with a healthcare facility, and Zendesk can help you achieve that. Either way, it will help you provide a better relationship and experience for both your staff and patients.

To provide more individualized care and support, Zendesk provides a 360-degree view of each patient’s data, saving you time in the process of searching for information. You can also manage the productivity of your staff and let them take care of you.

Integrate critical data from appointment records, medical devices, and EHRs so your staff can take minutes to compile important updates about each patient. So, pay more attention to your patients.

Give your healthcare professionals more control with this feature-rich tool. Try the services for free to access premium support.

2) Freshsales

Let your medical team integrate healthcare CRM into their daily work. Manage patient appointments, gain complete visibility into billing status, maintain patient data, and retain patients by offering trust and a better experience with Freshsales Healthcare CRM.

With the help of this tool, you will be able to stay informed about your patient’s health and respond to them with love and concern at the right time. You can monitor patient activities, timetables, appointments, data and past records with Fresh Sales. Medical histories of older adults can be obtained by medical professionals, who can follow up with routine checkups.

Additionally, Freshsales makes it easy to create landing pages, monitor page visits and activity, use AI-powered bots to engage with visitors, and customize email campaigns. By doing this, you can gain the trust of your new patients.

Freshsales is an all-inclusive and user-friendly healthcare software that facilitates fostering friendly interactions with both staff and patients. It brings together physician and patient data in one place for quick access by your healthcare team.

Medical records and basic patient data can be clearly visualized with FreeSales Healthcare CRM. You can also monitor the fees and bills that doctors charge them.

3) Kapture CRM

For a better experience, manage your staff and deliver that care to patients with Kapture CRM. With efficient data management and quick alerts when a patient enters or leaves the hospital, you won’t miss any important patient information.

Additionally, you can monitor each physician on payroll for simple administration. By guaranteeing the safety of every patient through proper communication and channeling with medical staff, Kapture CRM makes your work easier than ever.

All source-wise appointments, department- and center-wise performance, and patient status data are displayed in one place with CRM. Eliminate all hassles by consolidating all appointment requests from different channels into a single reception desk.

Current patient requests are automatically linked to the patient record. It creates a new account for each new request. It is also possible to integrate Capture CRM with your existing mobile application to provide easy appointment and inquiry scheduling.

Save your team time by automating the process of requesting appointments or routine checkups, allowing you to focus on patient care. Additionally, based on booking preferences, Kapture CRM can automatically identify each request and assign it to doctors available at different centers.

Choose the ideal plan or start your free trial.


Easy tracking of all patient information is possible. Whether you’re tracking medical supplies or services, HIPAA CRM captures all information starting at the company or contact level. With HIPAA CRM, you can easily access all of your important account information, including shared files, discussion logs, important contacts, account partners, and more.

HIPAA CRM’s advanced call monitoring, call scheduling, and automation features set it apart from competitors. Using the software’s order and treatment monitoring tool and dashboard, you can get an up-to-date, comprehensive summary of all your order and treatment operations. Recognize each patient’s position in the treatment cycle.

HIPAA CRM allows you to export data at any time, and you can always have an accurate summary of all the information you have. Customers who purchase the Professional Edition also benefit from a comprehensive backup system that zips all the data in your CRM into an easy-to-use file with just one click.

To notify you of upcoming events and meetings, HIPAA CRM can send you notifications via email, SMS, or pop-up windows on your screen. You can use a variety of techniques and rules to set up alerts, for example, when new data is entered. Integration between sales and post-treatment support management helps organizations resolve customer-reported issues more quickly.

5) Insightly

By using CRM, healthcare firms can improve profitability, streamline sales processes, and build stronger patient relationships. Adding insights is easy, with a fast time-to-cost and great versatility and customization.

Get a powerful, modern cloud platform without paying business rates. CRM is built to expand. It will grow with you instead of against you because it’s easy to implement and use on a daily basis throughout your company.

Collect relevant data on each lead. After your teams prioritize the leads, segment them based on the criteria you’ve established. Give teams real-time access to the status of each contract.

Using Insights, you can leverage your pipelines to monitor and develop transactions effectively. Discover what’s driving your business expansion and where the risks lie.

Custom pipelines can also be used to manage opportunities and speed up sales and delivery processes. Processes that are simple, automated, and scalable help teams close deals and deliver services more quickly and efficiently.

Businesses using Insightly include Community Care, Evolve, Mediconnect and others. Even the possibility of human error and the amount of unnecessary procedures and tasks can be reduced. Reduce the amount of low-value tasks your team needs to perform to increase employee engagement. Take charge of your data by making sure no one else has access to it at all times.

6) Onpipeline

OnPipeline makes productivity and revenue easy, even for new users! You can monitor your deals with OnPipeline’s sales pipelines, which provide you with information based on the current state of the pipeline. Determine which deals to pursue by sorting, filtering and viewing transaction volume at each stage of the sales process.

Keep a file on your prospects and clients that includes information about their interactions with your business. On one screen, you can upload files, take notes, start conversations or emails, and view call and email history! Planning is very important, especially when using CRM for sales. It is possible to schedule tasks, conversations, emails, meetings and deadlines and link them to contacts and transactions.

You can also create custom tasks to customize CRM according to your business needs. Also you can choose to automatically send email or SMS reminders to your contact. You can customize the reminders to include any information you like, such as time, date, location, etc.

Using OnPipeline, you may make a call or send an SMS with a single click. Calls that are immediately connected to the right party or transaction can be monitored, planned, and seen. You can write and read emails for yourself or your group. Email correspondence is tracked and attributed to the appropriate individual.

7) Salesforce

A CRM solution called Salesforce for Healthcare and Life Sciences is used to better manage patient contacts, improve workflow, and communicate with clients.

Because of its ability to integrate with other third-party medical applications, it is an important tool for these companies. It may be used by healthcare facilities to track patient identification, medical history, treatment, and other information.

Sales and marketing data in the life sciences industry can be tracked using sales leads, client information, and product information.

For companies of all sizes, it provides an extensive array of capabilities that can enhance the effectiveness of sustaining relationships with partners, clients, and patients. In health, behavioral and social endeavors, the cloud platform facilitates efficient communication with key stakeholders.

Businesses can use Salesforce to create custom dashboards and profiles that help them better understand their data. Its platform is fully customizable, making it an invaluable resource for both small and large organizations.

Important Elements

  • A single cloud platform for health that streamlines workflow and connects patients, teams and data.
  • Use the Mulesoft Anypoint platform to integrate multiple apps and complete urgent and critical tasks on time.
  • Integrate data from multiple areas such as production, supply chain, R&D, and commerce to gain deeper insights.
  • Better public health initiatives and lower service costs are made possible by real-time data and integrated programming.

You may accomplish your objectives with the help of the Salesforce for Healthcare and Life Sciences platform’s integrated toolkit. It can be used to manage every aspect of your company, including patient care and marketing campaigns.

8) Pipedrive

With Pipedrive, you can get an all-in-one sales platform for your growing hospital or medical business. With less labor or manual labor, you can sell more. You can start using easy-to-use CRM software in minutes, allowing you to focus on engaging and communicating with patients.

Refine your moves and let the pipe drive determine the finish line. Pipe Drive teaches you how to prioritize your tasks properly, from making lunch appointments to sending emails. Its data is clear, allowing you to view your comprehensive report and adjust as needed.

Over 300 tools, such as Xero, Slack, Kixie, Asana, Google, and others, can sync with your CRM. You can relieve your fatigue by using webhooks, open API, one-click contact data collection, and AI-powered sales assistants.

Additionally, easily engage with your patient by centralizing your communication efforts with intelligent features. Additionally, you can design and implement CRM programs in your medical facilities and hospitals using functions such as patient feedback, activity tracking, and analytics.

From task management to email marketing, from accounting and invoicing to chatbots, you can have complete control over everything in one place. To keep track of every patient, physician, and staff member at your fingertips, you can use this healthcare CRM solution on your iOS and Android mobile devices as well.

By adding custom fields, Pipedrive enables you to track variables, reveal winning trends, and detect bottlenecks in your reporting process. Centralize and publicly share your most important data and KPIs when it comes to sales analytics. Set goals for the team, the company, or yourself, and track your sales progress in real-time with statistics.

9) LeadSquared

LeadSquared helps healthcare organizations increase patient intake, management and engagement with HIPAA compliance from outside to outside.

Healthcare organizations don’t have to worry about anything thanks to LeadSquared’s Business Associate Agreement (BAA), which protects patient health information (PHI). LeadSquared handles all patient data with the highest level of security.

To create a seamless patient experience, the platform also helps you identify and remove friction points and provides a 360-degree perspective of the patient journey. LeadSquared is easy to integrate with your EHR to facilitate departmental collaboration and provide real-time patient status updates. Digital forms, self-serve digital portals, and automated appointment booking can streamline the intake process.

LeadSquared is an all-in-one CRM that any team can use! With trigger-based omnichannel marketing automation, you can generate more referrals as well as get feedback to enhance your offers. Plus, Mobile CRM’s workday planning, notifications, and reminders make your doctors’ and nurses’ days easier. With just a few clicks, managers can check performance reports and measure their team’s productivity to ensure internal processes are running smoothly.

LeadSquared is a great option for companies looking for 24/7 support that is user-friendly and affordable healthcare CRM.

10) Creatio CRM

Creatio CRM for Healthcare is a tailor-made solution for any medical facility, including hospitals, labs, medical centers, public or private clinics, etc. You can follow best customer management practices and keep clients’ data (medical history, visits, bills, etc.) up-to-date using a compatible and creative CRM that complies with HIPAA regulations.

To schedule and manage doctor appointments, you can also set up an online medical portal. Healthcare CRM offers helpful indicators and statistics to analyze the day-to-day operations of the clinic.

Using Creatio, you can consolidate all the contacts and accounts you manage into one database, giving you a 360-degree view of every client and every interaction your staff has with a patient. Does. By predicting their behavior and preferences, doctors will be able to gain patients’ trust over time.

Creation has longstanding relationships with some of the wealthiest corporations on the planet, including Société Générale Group, AMD, Bayer, Kraft Heinz, Visteon, BNP Paribas Group, and many more.

11) HubSpot

Get free tools from HubSpot, which provides the best CRM solution for all your needs and improves your relationships with both new and existing patients. Use its user-friendly CRM to track your medical staff quota and update reports, and never worry about manual labor.

On your visual dashboard, you’ll be able to get a 360-degree view of the entire patient pipeline and retrieve all patient care, billing, fee, and follow-up reports. You can use such insights to learn more about the performance of your workforce, leading to improvements.

Enjoy unlimited users, up to 1 million contacts, and unlimited data with no time or expiration restrictions.

Also includes enterprise software for operations, patient care, sales, marketing, and content management. To build trust, schedule appointments and monitor each patient’s activity.

Your staff can follow up at a convenient time via phone, email, or live chat because you have all the data. A meeting scheduler, email tracking, prospect monitoring, and live chat assistance are among the tools you’ll receive.

Take advantage of HubSpot CRM’s free trial offer to get all the tools you need to keep your relationships strong.

 12) Zoho CRM

With Zoho Healthcare CRM, you can empower your hospital’s file management system to ensure your patients receive the best possible treatment. This all-in-one patient relationship management software transforms your business and provides you with the best solutions available under one roof.

With Zoho CRM, you can use Canvas to redesign your user interface and create a customized environment that meets your needs and preferences without writing any code. That way, you’ll see more adoption, faster implementation, and a better return on investment.

Use all available channels to communicate with your patients: email, live chat, social media, and phone. Whenever a patient contacts your hospital, you can receive real-time alerts to find out how successful the contact was.

Determine the most effective time and channel to communicate with your patients, then automate each step to reduce time-wasting and repetitive tasks. Control data to enhance patient care, monitor all activities, and initiate better workflows and immediate actions.

With powerful analytics, make more informed decisions and easily manage patient information and appointment history on the go. To provide high-quality care, you can keep your patient information consistent across departments. Additionally, streamline your data flow by organizing various departmental reports and making it possible for your staff to communicate effectively with your patients.

To quickly create a discharge statement, collect insurance information, prescriptions issued, scanned reports, and each patient’s medical history. Thanks to Zoho CRM, your patients won’t have to wait long.

To use the CRM system and easily send appointment reminders, sign up for free.

13) Keap

The last on the list of Healthcare CRM Software is, The best CRM software available from Keap helps you manage your hospital-patient relationship. You can communicate with patients and doctors at the same time, schedule appointments, create multiple forms of care, and remind patients of their next doctor’s appointments.

Keap offers the customization you need to meet the specific demands of your industry and business. Invest in an all-in-one platform for CRM automation to grow your medical or hospital revenue. Using Keap’s landing page template, appointment scheduling, patient fill-in forms and other features, you can easily and reliably collect patient lists.

You don’t need to distract yourself from important tasks because Keap keeps track of your patient’s medical facility in one place. Additionally, Keap provides many templates for creating emails and SMS that can be sent to CRM’s segmented lists. Store all your data in one place so you can access it from anywhere and respond quickly when needed. Additionally, Keap’s CRM solutions are mobile-friendly.

Set up custom follow-ups to keep your relationship with your patients strong. Additionally, you can add thousands of apps to your company and quickly sync contacts with integrations for PayPal, Quickbooks, Gmail and other services.

Enjoy a mobile application, professional support, a dedicated business phone line, simple connections to a range of third-party apps, and more during a free 14-day trial.



Time is of the essence. Focus on what really matters: taking care of all your patients. CRM is applicable to all sizes of healthcare organizations, including small clinical labs.

Choose the top CRM software for hospitals from the list above based on your company’s needs. Start implementing the best CRM solution to get strong features and benefits for your company.

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