Top 30 Healthcare CRM Systems for Patient Relationship Management

By MARYLIN EZEH April 28, 2025 Software Apps

Healthcare CRM systems for patient relationship management helps healthcare providers build stronger connections with their patients. It brings together important details like medical history, appointment schedules, and communication preferences into a single platform, making it easier to stay organized and offer more personalized care. With this information at their fingertips, providers can communicate more thoughtfully, send timely reminders, and arrange follow-up appointments without missing a beat. This not only improves the overall patient experience but also makes care more efficient.

Rather than treating each visit as a one-time event, providers can maintain continuous engagement that keeps patients coming back. In addition, by handling many administrative tasks automatically, CRMs free up healthcare staff to focus on what matters most.

Top 30 Best Healthcare CRM Systems for Patient Relationship Management

1. Salesforce Health Cloud

Health Cloud offers a trusted platform that brings together clinical and non-clinical data, making healthcare collaboration easier and more effective. By combining patient information in a single location with actionable insights, it allows healthcare providers to deliver personalized care and improve operational efficiency. With Health Cloud, providers can view a complete history of patient interactions, including prescriptions, appointments, barriers to care, and the progress of care plan tasks. This helps teams stay coordinated and focus on delivering better outcomes.

Pros

Offers ready-to-use templates for electronic health records (EHRs), accounts, and medication tracking
Includes specific solutions for both healthcare and life sciences fields
Consolidates internal healthcare processes into one system

Cons

The automated call recording tool occasionally experiences technical difficulties
High cost may be challenging for smaller organizations

2. Microsoft Dynamics 365 for Healthcare

Microsoft Dynamics 365 for Healthcare offers a flexible CRM solution that meets the needs of healthcare organizations. It brings patient information into one place, helping providers deliver more personalized care and build stronger patient relationships. With advanced analytics and reporting tools, healthcare teams can make smarter decisions and manage operations more efficiently.

Pros

Easy-to-reach and responsive customer support
Regular updates that introduce useful new features
Full access to the entire Microsoft product suite

Cons

Features can feel overwhelming
High cost, which may be difficult for smaller organizations to manage

3. Leadsquared

LeadSquared offers an all-in-one healthcare CRM that helps healthcare providers manage workflow automation, patient engagement, acquisition, marketing segmentation, and journey tracking, all while staying fully HIPAA compliant. It focuses on making patient intake easier through self-service portals, tracking marketing campaign conversions, and automating patient journeys using event-based triggers.

Pros

Offers detailed segmentation options for targeted engagement
Easy for new users to get started
Includes a mobile app that supports onsite caregiving

Cons

Pricing may be too steep for small and mid-sized businesses
Navigation within the platform could be more intuitive

4. Keap

Keap offers specialized plans that meet the needs of healthcare and insurance businesses, combining CRM functions with marketing and sales automation tools in a single platform. It simplifies communication with patients through email, SMS, and optional phone integrations, helping healthcare providers build stronger relationships and enhance the patient experience. To address HIPAA requirements, Keap provides a BAA, helping organizations securely store and manage protected health information.

Pros:

Well-suited for smaller healthcare and insurance organizations
Responsive and helpful customer support
Easy-to-navigate interface

Cons:

Limited flexibility when customizing templates
Somewhat steep learning curve for new users

5. PatientPop

PatientPop CRM focuses on helping healthcare providers grow their practices while improving the patient experience. Though it is not a traditional CRM, it connects easily with most EHR, EMR, and practice management systems. With PatientPop, engaging with patients becomes more natural, helping practices build loyalty and strengthen trust. It also makes scheduling appointments much easier for both staff and patients. In addition, its practice management tools connect smoothly to existing systems and offer detailed performance reports.

Pros

Easy connection with various practice management platforms
Helps create an SEO-friendly website to attract new patients
Simple and intuitive for users to navigate

Cons

Higher pricing compared to some alternatives
Limited options for customization

6. Zendesk for Healthcare

Zendesk Sell helps medical device and pharmaceutical companies drive sales growth through smart tools and helpful insights. It keeps you on track with proactive support and timely reminders, making it easier to stay ahead of customer needs. Built with HIPAA compliance and role-based permissions in mind, it also offers detailed documentation to help your organization meet privacy and data protection standards confidently.

Pros

Highly customizable to fit different workflows
Smart offline mode for continued productivity without internet access
Access to chat transcripts for better tracking and follow-up

Cons

Customer support often falls short of expectations

7. Insightly

Insightly helps healthcare organizations grow faster while building stronger patient relationships and keeping track of important metrics. It focuses on putting patients at the center, offering flexible record linking that improves how teams manage complex organizational connections. The platform emphasizes quick setup and ease of use, making it simple for teams to start using without a long learning curve. Insightly adapts easily to different workflows and integrates with other tools, helping organizations get up and running quickly.

Pros

Easy to learn and navigate
Fast setup and onboarding process
Intuitive, user-friendly interface

Cons

No built-in feature for creating forms
Offers limited options for customization

8. Zoho CRM

Zoho CRM offers an affordable and flexible option for healthcare providers, particularly small clinics and practices. It helps healthcare teams organize patient information through a centralized database where treatment history, records, and contact details are easily accessible. Scheduling appointments becomes more efficient with its built-in calendar system, which helps minimize missed appointments. In addition, the platform includes secure messaging tools that make it easier for providers to stay connected with patients and improve overall engagement.

Pros

Budget-friendly solution for managing patient relationships
Improves communication, leading to better patient satisfaction
Offers easy customization to meet the specific workflows of healthcare practices

Cons

Overwhelming number of features may complicate usage
Requires time and effort to fully learn and adapt to the system

9. Kapture CRM

Kapture CRM offers solutions for both patients and doctors, providing easy access to all activities related to appointments, prescriptions, and treatment histories. It helps to reduce administrative workload by automatically assigning appointments to the appropriate doctor, preventing inbox clutter for admins and assistants. This feature allows for more efficient appointment management.

Pros

Excellent customer service team
Easy-to-use navigation and dashboard
Intuitive interface that enhances user experience

Cons

Limited compatibility with iOS
Can experience slow loading times

10. Onpipeline

Onpipeline’s healthcare CRM software is a solid CRM solution, primarily focused on supporting sales and marketing efforts in healthcare settings. Its standout feature is the ability to boost outreach and attract new patients, making it especially beneficial for private clinics. The software includes marketing automation tools that simplify patient acquisition, a key advantage for smaller healthcare practices.

Pros

Offers a free trial for easy testing.
Strong in sales and marketing, ideal for patient outreach.
Affordable option for smaller clinics.

Cons

More effective at personalizing existing relationships than expanding the patient base.
Not easily found in search engine results.

11. HubSpot CRM

HubSpot CRM helps with managing patient data, including the ability to create detailed profiles with contact information and medical history. It also includes tools for running marketing campaigns that engage patients, while its robust analytics and reporting features provide insights into patient interactions and the performance of campaigns. This combination of features helps practices enhance patient engagement and track campaign success effectively.

Pros

Boosts patient engagement and loyalty through targeted campaigns.
Improves communication and follow-up procedures.
Scalable, adapting to the growth of your practice.

Cons

Lacks healthcare-specific features, requiring significant customization for the medical field.

12. Meditab Healthcare

Meditab offers a variety of healthcare CRM systems for patient relationship management. Their suite includes practice management software, lead management tools, and EHR systems. These tools are built to enhance communication with patients, improve operational efficiency, and create better overall experiences for patients.

Pros

Pre-installed forms and templates
Clinical flow diagram

Cons:

Can be slow when handling large files

13. Pega

The Pegasystems healthcare solution focuses on enhancing customer relationship management by connecting all parties, systems, and data involved in healthcare management. It emphasizes task automation, such as routing, queuing, escalation, and prioritization, to minimize errors and improve workflow efficiency. Pega’s platform improves patient care management, pharmacy benefit management, and other automated processes, ultimately leading to better healthcare outcomes.

Pros

Extensive integration capabilities
Low-code platform with customization options

Cons

High costs for small businesses

14. Mercury Healthcare

Mercury Healthcare CRM software combines the capabilities of LinkedIn, Microsoft Power Platform, and other tools to enhance your organization’s growth. It centralizes your data, ensuring that everything is always current by syncing with other apps. In addition to tracking patient behavior, the system integrates clinical, provider, revenue cycle, and operational data for a comprehensive view of your healthcare operations.

Pros

Excellent customer support
Clear visibility of ROI
Flexible plans that adapt to specific needs

Cons:

It is difficult to master all features

15. Apptivo CRM

Apptivo CRM helps healthcare managers effectively manage patient relationships, from acquisition to engagement. This system is suitable not only for hospitals but also for medical suppliers, pharmaceutical companies, and financial departments within the healthcare sector. Apptivo CRM centralizes clinical, financial, and social data into one unified platform. Additionally, the CRM includes a patient portal where patients can directly communicate with staff, ask questions, and voice concerns.

Pros

Integration capabilities with other systems
Automation features that simplify workflows
Affordable pricing with various paid plans

Cons

Steep learning curve for new users

16. Netsuite CRM

NetSuite CRM is a cloud-based platform that healthcare organizations can use to manage patient relationships and interactions, enhancing both patient care and overall business operations. This system provides a comprehensive view of patients, allowing healthcare providers to offer more personalized services. Additionally, it integrates with NetSuite’s ERP system, providing access to back-office data that informs patient interactions and helps track the success of marketing and outreach campaigns.

Pros

Scalable solution that adapts to growing needs
Accessible from anywhere via the cloud

Cons

Limited customer support options

17. Monday.com CRM

Monday.com offers a CRM solution, called monday CRM, that can support healthcare professionals in managing patient relationships effectively. This cloud-based platform is fully customizable, allowing users to improve the patient experience. It enables easy access to medical records, automates personalized messaging, and enhances team collaboration. Additionally, Monday.com provides a specialized Healthcare Intake CRM to assist with managing prospective patients and their onboarding.

Pros

Easy-to-use interface that is intuitive for users
Automation features for tasks like email tracking and follow-ups

Cons:

HIPAA compliance may only be available on higher-tier plans

18. Oracle Health Sciences

Oracle Health Sciences offers a comprehensive set of CRM tools that address the complex needs of healthcare organizations. Its advanced data management features and analytics make it an appealing option for larger healthcare providers. The platform combines clinical and administrative data, providing a complete view of a patient’s health.

Pros

Effective tools for handling large healthcare operations.
Enhanced patient outcomes through actionable insights.
Strong emphasis on data security and regulatory compliance.

Cons

Organizations need to adopt strict security measures.

19. OperaDDS

OperaDDS is a comprehensive solution aimed at helping healthcare practitioners enhance their patient management. It offers an array of features such as appointment scheduling, e-prescriptions, lab orders, automated insurance claims, patient recall campaigns, and detailed analytics to improve operational efficiency.

Pros

User-friendly interface
Automates routine administrative tasks like insurance claims.
Integrates smoothly with EHR systems, making data access easy.

Cons

The system can be complex and challenging to configure initially.
Subscription fees are high for enterprise customers.

20. HIPAA CRM

HIPAA CRM is an electronic medical record system specifically created for healthcare providers to ensure secure access to essential patient ePHI. It enables medical staff to easily store, view, and update patient data on a unified platform. The system integrates automated workflows and strict access controls, helping healthcare providers maintain compliance with all HIPAA regulations.

Pros

Automates tasks like authorizations and approvals to reduce manual effort.
Simplifies workflow processes, cutting down on administrative workload.
Offers a high level of security, ensuring patient data is stored safely and in compliance with industry standards.

Cons

Initial setup costs may be high, particularly due to the hardware needs.

21. PlayMaker Health

PlayMaker Health is an all-encompassing platform that helps healthcare providers securely manage and store patient data. It gives medical professionals quick access to complete patient records, enables them to create customized reports, and facilitates the sharing of data across departments. The system includes user-friendly dashboards, advanced analytics, and automated workflows to keep medical teams organized and ensure compliance with healthcare regulations.

Pros

Quickly generate detailed patient reports automatically.
User-friendly interface that minimizes training time for staff.

Cons

Security risks arise if user access is not carefully controlled.

22. Caspio

Caspio is a low-code platform that enables the creation of custom CRM systems for managing patient relationships within healthcare settings. It allows organizations to develop applications that handle essential tasks like patient data management, appointment scheduling, and communication improvements. Healthcare providers can easily access comprehensive patient records, generate personalized reports, and stay updated on evolving regulations.

Pros

Quickly generates automated reports
User-friendly interface

Cons

May require additional installation or maintenance of specialized hardware and software

23. Happy Charting

Happy Charting is an electronic medical records software that simplifies key healthcare processes such as chart creation, appointment scheduling, and tracking patient history. It provides a single platform where healthcare professionals can manage these tasks, improving efficiency across the organization.

Pros

Simple and user-friendly interface.

Cons

The software can be costly for smaller practices.

24. Kea-CRM

Kea-CRM is a healthcare customer relationship management system that helps healthcare providers organize patient data and enhance communication. It is HIPAA-compliant, ensuring the security of sensitive information. Key features include storing patient contact details, scheduling appointments, managing cases, tracking progress, automated email campaigns, and customizable HTML forms.

Pros

Efficient case management that supports patient care.

Cons

High initial setup and maintenance costs.

25. Mend

Mend’s CRM system, built specifically for healthcare providers, focuses on simplifying patient interactions while integrating seamlessly with existing workflows. Its primary goal is to boost patient engagement, elevate the quality of care, and strengthen the connection between healthcare providers and their patients.

Pros

Utilizes advanced technology, including AI.
Provides data analytics and automates workflows.
Features an intuitive and easy-to-use interface.

Cons

Key features like EHR integration and patient appointment requests are limited to higher-priced plans.

26. Optum

Optum helps enhance digital patient access and engagement, while also lowering costs and boosting patient satisfaction. With its CRM solutions, Optum supports improvements in population health and helps achieve clinical quality goals, particularly within value-based care frameworks.

Pros

Offers valuable insights into patient engagement and satisfaction, which can guide strategic decisions.

Cons

Some users have experienced slowdowns and glitches, particularly in larger practices.

27. Enquire

Enquire CRM is a customer relationship management platform specifically designed for senior living and post-acute care organizations. It combines various features to enhance operational efficiency, improve patient engagement, and elevate the quality of care. The platform helps these organizations manage patient relationships, marketing, and sales processes, ultimately boosting resident satisfaction and increasing occupancy rates. Key features of Enquire CRM include contact management, customizable reports, marketing automation tools, and a centralized dashboard.

Pros

Integration with EHR systems.
Includes marketing tools for creating social media posts, email campaigns, and landing pages.

Cons

High per-user pricing.
More suited for senior care, rather than managing different patient types.

28. Freshsales

Freshsales is a CRM system that prioritizes customer relationship management, particularly for businesses handling sensitive data. It is fully HIPAA-compliant, ensuring that it meets strict privacy and security standards. Key features include patient record management, secure data backup, and automated follow-up reminders, all of which help businesses stay organized and responsive.

Pros

Communication tools such as phone, live chat, text, and email are available.
A chat widget allows patients to conveniently schedule appointments.

Cons

It is not specifically designed for the healthcare industry, lacking certain healthcare-related features.
Customizing modules requires additional costs.

29. Pipedrive CRM

Pipedrive CRM is primarily a sales platform, but its flexible features make it adaptable for managing patient relationships in healthcare environments. Though it is not built specifically for healthcare, its customizable tools and integration options allow healthcare providers to manage patient interactions efficiently.

Pros

It is easy to adjust pipelines to reflect patient journeys, from the first point of contact to follow-up care.
Analytics gain insights into patient behaviors and enhance service delivery.

Cons

Not healthcare-specific: Missing critical features such as medical billing, clinical documentation, and telemedicine support.

30. Medesk

Medesk is a feature-rich platform that brings together patient relationship management and electronic health records in a single solution. It offers valuable insights into your clinic’s operations, including tracking new and existing patients, analyzing patient acquisition channels, and ensuring timely production of necessary paperwork. Additionally, it helps in documenting diagnoses and treatment plans while minimizing no-shows and cancellations.

Pros

Protects patient data with industry-standard encryption and ensures compliance with regulations.

Cons

Pricing can vary depending on the size of the clinic and the modules needed, which might make it less affordable for smaller practices.

In the healthcare sector, where privacy and regulatory compliance are crucial, CRM systems play a key role in safeguarding patient data. These systems ensure that sensitive information is protected according to legal standards like HIPAA, helping organizations maintain patient trust.

A Healthcare CRM System for Patient Relationship Management is more than just an administrative tool. It is essential for fostering meaningful, long-term connections between healthcare providers and their patients. This system helps care extend beyond the confines of the doctor’s office, promoting continuous engagement that supports both the well-being of patients and the success of healthcare providers.

Top 30 Healthcare CRM Systems for Patient Relationship Management