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If you own a hospital or other healthcare business, your first priority should be making sure your patients are happy with the services you provide.

An effective healthcare CRM platform is required to handle all appointment scheduling, billing, and customer management needs, build lasting relationships with patients and provide a satisfying service experience.

Our best medical CRM software for hospitals and other healthcare facilities is the product of more than a decade of research and testing. It will help you respond swiftly to your client’s needs and provide them with the highest quality service possible.

Keep reading if you want to learn about the top CRM for healthcare tools for healthcare businesses.

Quick View on the Best Medical CRM Software for Hospitals and Medical Businesses

  • Salesforce – Best Medical CRM System Overall

  • Pipedrive – Best Medical for Healthcare CRM Pipeline Management

  • Monday.com – Best Medical CRM for Fostering Teamwork

  • ClickUp – Enhances Adaptability

  • Zoho – Best for Patient Management

  • Hubspot – Best for Streamlining Information

Best CRM Software for Hospitals and Medical Businesses – Quick Verdict

Best Overall – Salesforce

Salesforce is the best medical CRM software since it can be modified and tailored to particular requirements. It streamlines operations.

This medical CRM software offers extensive support and services. It has many great qualities. Salesforce may also be customized for any business. Powerful security safeguards your data.

Best Medical CRM Software for a Hospital or Medical Business

Choosing the right health CRM software for your medical institution or practice may have far-reaching effects on scalability, efficiency, client relations, healthcare quality, and more.

Because of this, it’s our intention to assist you in identifying the most suitable choice for your requirements. A number of these medical CRM software systems provide enhanced functionality, but only with a paid subscription.

In this article, we’ll take a close look at the best CRM for healthcare software options for hospitals and other healthcare facilities.

Salesforce – Best Medical CRM System Overall

Healthcare organizations who use Salesforce, a robust medical CRM tool, will have a competitive edge. This is helpful for hospitals and other medical facilities in monitoring patient care and internal processes.

It also helps doctors save the patient information and streamline certain procedures via automation.


Improve patient interactions and manage healthcare operations using Salesforce’s nine core features.

Important components include, but are not limited to: contact management; marketing automation; lead management; analytics and reporting; forecasting; and automated workflows.


Salesforce healthcare CRM has four pricing categories, each of which is tailored to the specific needs of a healthcare company of varying sizes.

You may choose between a basic plan that costs $25 per user per month, a professional plan that costs $75 per user every month, an enterprise plan that costs $1,500 per month, or an unlimited plan that costs $300 per user every month.

From basic packages to advanced enterprise solutions, they provide something for every company and every budget. Companies with a strong focus on customers and a desire for total autonomy over their sales processes would benefit most from these pricing structures.


  • Changes and upgrades are made often to the application

  • You may choose from six distinct price tiers

  • Seeing the demands of the business in every way

  • Full functionality with no hidden costs or minimum contracts


Pipedrive: Best Medical for Healthcare CRM Pipeline Management

In addition to facilitating deal-driven procedures and account management, Pipedrive healthcare CRM is a helpful tool. Its proactive nature, which archives and classifies emails and chats automatically, enables cross-device calendar synchronization.

If you run a medium-sized medical practice, Pipedrive is an indispensable tool. A feature that many healthcare CRMs lack, it provides a visual picture of the full patient life cycle, increasing productivity and eliminating the need for second-guessing.


The primary function of Pipedrive healthcare CRM is to facilitate and coordinate interactions between patients and medical professionals. The system records the patient’s entire interaction with the organization, from the first contact to the final payment.

Pipedrive healthcare CRM also has a mobile app that gives users access to patient records and other data in the field.


One person may sign up for Pipedrive’s basic plan for $9.90 per month. The next tier up, the premium plan, charges a consistent $19.90 monthly fee per user.

A month of the professional plan will set you back $39.30, while a month of the enterprise plan will set you back $59.50. All the other choices are these ones.


  • Helps people remember details for future reference

  • Subscriptions start at only $12 a month, and there are free trials available to check it out

  • Connections with clients, including emails and chats, are monitored

  • Good prioritized display of tasks


  • Not all medical apps work together

  • In certain cases, managing contracts might be a hassle

Monday.com – Best Medical CRM for Fostering Teamwork

Healthcare personnel can now coordinate their efforts and stay in the loop with the help of Monday.com’s visual project management tools. This tool is widely used by medical teams to coordinate their many assignments, projects, and deadlines.


Users may monitor and manage patient data graphically with the help of Monday.com’s contact management and patient pipeline management features. In addition, it can make reports on patients, automate processes, and talk to other medical programs.


Prices on Monday.com range from $9.95 to $29.95. The first choice is the no-cost individual health plan.

The second choice, the Basic plan, is the most affordable at $8 per user per month and includes basic features including contact management, lead tracking, and access to community support forums.

This plan also features access to unlimited email and chat assistance during regular business hours.

The third tier is the Basic subscription, which costs $10 per user every month and includes things like sales analysis and reporting and automatic contact syncing between Monday.com as well as other websites like healthcare CRM or other external applications like Outlook.

The fourth choice, Pro, costs $16 per month per user. Access to APIs for interfacing with third-party apps, lead scoring and tagging, contact custom fields, unrestricted email sending from Monday’s dashboard, and more are just a few of the more sophisticated capabilities.

Last but not least, the Enterprise package comes with its own price tier and provides priority support from trained staff in addition to an almost infinite amount of customization choices (such as custom objects, multi-company views, and linkages from Monday’s dashboard).



ClickUp: Enhances Adaptability

With ClickUp medical CRM, medical businesses of all sizes have access to a wide variety of tools for managing projects and collaborating with colleagues.

You have the authority to address certain patients or patient groups as a healthcare provider. Moreover, patient cycles may be marked as complete, in progress, or with a custom status if so desired.


ClickUp’s ability to handle and organize merged customer data is noteworthy. With a transparent pipeline, you can monitor the development of patient data and generate customized reports to gain insight.

In addition, its capacity for automation simplifies the administration of tasks and tracking of progress.


If you’re just going to be using the service for yourself, the first plan is free. Thereafter, there is an unlimited option for smaller teams that costs $5 per user each month.

The next tier up is the business plan, which is aimed towards enterprises with 50-1,999 employees and costs $12 per person, each month. The business-plus plan is a good choice for large medical organizations since it only costs $19 per user, per month.

At last, there’s the business strategy, priced differently for many huge groups.


  • ClickUp medical CRM allows for instant messaging between members of different medical teams

  • Because of the graphical user interface, monitoring development has never been simpler


Zoho: Best for Patient Management

Due to its useful features for managing patient data, monitoring cycles, and streamlining operations, Zoho medical CRM is a must-have for every healthcare worker.

When you use this management system, you can focus on your patient’s medical care while also building meaningful connections with them.


Foresight into the future of healthcare may be gained by analyzing participant data and trends, as well as by leveraging Zoho’s leads and contact forms and patient pipeline management. Custom reports may be commissioned if you want to dig further into the health of your patients.


Get your feet wet with a no-cost, feature-limited basic plan. The next tier up, the basic plan, costs $18 per user every month and allows fully automated and efficient sales cycles.

The $30 per month per user professional plan is great for expanding your business and attracting new clients.

In addition, Zoho offers an enterprise membership for $45 per user every month for companies that need to manage worldwide CX business and have comprehensive medical CRM.

Last but not least, the premium plan costs $55/month per person and includes specialized BI features that make exponential growth possible.



Hubspot: Best for Streamlining Information

Hubspot is a fantastic platform for integrating your social media accounts, website, and landing pages with your healthcare CRM.

Information about your patients, including demographic data and a record of their use of your medical services, may be gathered and maintained in detail.


Healthcare Crm System is the preferred platform for such data tracking and conversation monitoring. The platform’s robust automation features also aid healthcare firms in cutting costs and maximizing profits.


Hubspot offers three distinct healthcare CRM plans: a free plan with all the basic features needed for CRM for healthcare; a $50/month plan designed specifically for solo or small medical practices that need more advanced features; and a $1,781/month plan aimed squarely at large healthcare organizations.

A commercial membership is also available for $5,000 per month for really large teams with complex needs and heavy use.



  • With the free version, there are limited options for personalization

  • Costing a lot of money, HubSpot

Choosing the Best Healthcare CRM Software for Your Medical Business Needs

Choosing the right medical CRM software for your healthcare facilities or healthcare practice is crucial if you want to provide excellent medical care and boost company efficiency.

There are a lot of factors to think about before making this choice. The most crucial factor, however, is finding a solution that works for your specific situation.

One of the main advantages of medical CRM software is increased interaction with patients. On the other hand, it has a plethora of additional benefits.

The following are things to think about when buying healthcare CRM software:

Features Consideration

Work Enhancement: Streamlined Data, Proper Patient Information Management

Medical CRM software’s capacity to centralize patient information is perhaps its greatest value to healthcare providers. The medical team benefits greatly from having all the information in one location and being able to access it quickly and conveniently.

Patients’ results may be enhanced as a result of their doctors’ ability to act on the most recent data. The majority of the healthcare CRM solutions available on the market today may be used to monitor patients’ healing processes, care plans, and medical records.

Knowing this will help you choose the most effective treatment option.

Customization: Healthcare Flexibilities

A powerful CRM for healthcare practice should be flexible enough to meet their unique requirements.

Data entry and tracking should be flexible enough to meet current requirements. A patient’s medication history and other medical information may be examples of such data that should be kept.

The initial set of fields and actions may be modified in the healthcare CRM program. In addition, they include robust reporting tools that may be useful in meeting the one-of-a-kind information demands of the healthcare industry.

Integration: Minimization of Data Duplication, Error Reduction

An efficient healthcare CRM should be adaptable to a variety of platforms. It contains EHR (electronic health records) and PM (practice management) software.

Data input mistakes and duplication of information may be greatly reduced when EHRs are linked.

The consolidation of administrative tasks into a single platform has the potential to increase productivity, streamline processes, and cut down on wasted time and money.

Security: Patients Data Protection

Organizational and patient security must always be prioritized when implementing any new healthcare CRM system. Maintaining paper records is no longer a viable or dependable option.

As patient records include sensitive information, it’s crucial to prevent them from being misplaced, stolen, or accessed in an unauthorized manner.

Patients’ personal information may be protected from hackers by using CRM for healthcare with solid security standards.

We’ve curated a suite of healthcare CRM tools to assist you in staying in line with laws governing the handling of sensitive patient information, including HIPAA.

Users can better guarantee that data is protected in the case of a disaster if they have access to data backups and disaster recovery plans.

User-friendliness: Flexible Technicality

A company’s operations may benefit from using CRM for healthcare software. The best software will be intuitive and flexible for users of all skill levels.

If you work in healthcare, you know how important it is to have software that can adapt to your hectic schedule while still providing the functionality you need.

The customer relationship management program should have an easy-to-navigate interface with a wealth of useful information. Furthermore, it has to be adaptable enough to meet the ever-evolving requirements of the healthcare industry.

The program should also have an uncomplicated interface that lets users find what they need quickly and easily.

Analytics and Reporting Capabilities: Enhanced Patient Engagement, Improved Patient Satisfaction

The incorporation of reporting and analytics tools into a healthcare CRM strategy is crucial to its success. Your company will be able to use this information to examine patient records, look for patterns, and make crucial judgments.

Important data, such as patient satisfaction, cancellation, and no-show rates, must be tracked. These metrics will help your company make data-driven decisions that will have a positive impact on patient outcomes and efficiencies.

Billing and Accurate Pricing

The healthcare CRM software’s price tag must be reasonable and conducive to your company’s needs. The answer to this question will be different depending on the program’s capabilities and the size of your business.

The software’s pricing should be reasonable, and it should include all the features your healthcare business needs to manage patient interactions effectively.

These budget-friendly healthcare CRM options will allow your healthcare company to expand as it needs to keep up with the times.


When it comes to managing patient communications, a healthcare CRM system implemented in your medical practice might be useful. The healthcare CRM system may be expanded with a wide variety of modules.

Whether or not you require add-ons depends on the size of your medical practice; nevertheless, using healthcare CRM software that supports add-ons expands your capacity to customize the program to meet your unique needs.

Customer support: 24/7 Reach

Among the most important metrics for evaluating a healthcare CRM platform is the quality of the service it provides to its clientele, and all of the systems shown below provide varying degrees of support for those clients.

Providing ongoing assistance is crucial to the product’s adoption and use. Users should have easy access to technical assistance in order to get their issues answered.

Rewards and Benefits: New Account Bonuses, Free Services

Moat healthcare CRM software continues to provide much of the same functionality for the healthcare and medical fields. Depending on a number of factors, you may be able to determine which program is best for your needs.

It might be advantageous, for instance, to provide certain services at no cost, or to provide benefits if you pick particular plans. You may use this information to better manage your budget and determine which features are necessary.

How to Sign Up for a Healthcare CRM Software

There are a few different ways to sign up for a CRM healthcare system. There are, however, certain procedures that must be followed when registering for a CRM for healthcare.

Step 1 – Visit the Software’s Website

A “Get Started” or “Sign Up” button is prominently displayed on the healthcare CRM software homepage.

Step 2 – Fill in Your Details

Information about yourself, such as name, address, and contact information will be requested by the program. Please provide the requested information.

Step 3 – Personalization

Selecting a username and password for your profile is required.

Step 4 – Payment

Choose the right subscription plan for you. You’ll have to choose one of the available options for making a payment.

Step 5 – Other Instructions

If there are any more steps you need to do to enroll in the program, you will get them via the system.

Some healthcare CRM software could call for additional checks and balances. A confirmation email or other corporate details might be requested, for instance.

Throughout the registration process, please read and follow the program’s instructions carefully.

Frequently Asked Questions on Best Healthcare CRM Software for Hospitals and Medical Businesses

What is CRM Software for Healthcare?

Healthcare CRM stands for customer relationship management and is a software package developed specifically for use by healthcare providers.

This program may be used to keep track of data, streamline interactions with patients, and improve the quality of treatment delivered.

Appointment scheduling, therapy, and follow-up care are all made easier with the help of this technology.

Why Do Hospitals Need a CRM for healthcare?

A CRM for the healthcare system is essential in healthcare because it helps improve communication, encourages patient participation, and streamlines operations. The use of this program facilitates individualized treatment and enhances data management.

How is Salesforce Used in Healthcare CRM?

In the healthcare industry, Salesforce, a popular CRM for healthcare tools, may be used to better interact with patients, streamline procedures, manage data, and provide superior customer service.

It can collect and retain data about patients, keep in touch with them, and conduct automated dialogues. It may also be used to manage marketing efforts, track referrals, and contact patients.

Clinicians may use Salesforce Health Cloud, which is designed specifically for them, to keep track of patient records, schedule appointments, and handle other administrative tasks in the healthcare industry.

Which CRM for Hospitals and Medical Businesses Is Right for You?

If you’re looking for a CRM for healthcare, go no further than Salesforce if you want to manage patient information, simplify processes, track patient cycles, have access to a flexible and intuitive interface, and get the most out of your budget. It’s a good option with many benefits.

You can get great results from using any of the programs mentioned in this post; Salesforce is by no means the only viable CRM for healthcare options. It’s a smart move to sign up for one of the best programs out there and put it to use to streamline your operations.

Choosing one of these programs will prove to be an excellent choice for your medical facility.

This story was originally published March 16, 2023, 12:00 PM.

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Ahad is a business, blockchain, and cybersecurity writer who often takes on art, politics, and economics too. As a linguistic engineer who writes to solve problems, he’s written for various tech and business publications. When he’s not writing, he’s probably on horseback, caring for his houseplants, or training Bonsai trees.


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