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All-in-one HIPAA-Compliant Healthcare CRM
From the first touchpoint to ongoing patient care, manage everything — patient acquisition, intake, and engagement — in one secure, easy-to-use platform.
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Trusted by leading healthcare providers from across the world.
Specialized CRM for Healthcare Marketing
Run marketing campaigns effectively while being compliant with HIPAA regulations.
Bulk email campaigns
Segment patient lists. Personalize messages using patient profile information. Create and schedule bulk email campaigns or trigger them based on activities. Track opens, and click rates, and gain insights about the best days and times to send your email campaigns.
Lead capture forms
Customizable forms to capture patient inquiries from your website, ads, and more. Map the complete patient journey—from patient inquiry to acquisition and retention in your CRM.
Multichannel engagement
Create automated workflows to engage with patients over chats, emails, text messages, WhatsApp, and more. Track every interaction while ensuring compliance. Analyze engagement metrics to increase loyalty.
Automate Back-office Processes
Streamline operations, remove departmental silos, and ensure
transparency in all your operational processes.
Appointments
Schedule and manage appointments for your patients. Sync calendars for physicians’ availability across multiple centers. Reduce no-shows through timely reminders. Provide patient portals for self-appointment bookings.
Explore Appointment Scheduling CRM
Patient Intake
Reduce wait-time and ensure consistent records through digital patient intake forms. Speed-up the intake process through online document collection and insurance verification.
Reporting
Make data-driven decisions to reduce patient acquisition costs and increase operational efficiency with 100+ real-time, actionable reports. Gain visibility into acquisition sources, marketing ROI, referral sources, staff productivity and performance, and revenue by departments, locations, and more.
Customers Love LeadSquared’s Healthcare CRM for
Leadsquared is configurable and adaptable
Has allowed us to build out a platform that is well-suited for our practice.
More than doubled our pipeline
We’re able to cut down our turnaround time responding to inquiries and reach out to and communicate with many more leads.
Increased our call center efficiency by 60%
With the help of smart views, all our agents are able to intercept incoming requests quickly and call the patient in a few minutes.
Increased our patient conversions by 5X
LeadSquared helped us deploy an effective communication system that improved our conversions by 5X for in-patient leads and 2X for registrations.
100% Visibility into the processes
LeadSquared has helped us decrease patient turnaround time and provides us the visibility that we lacked in our previous system.
Rated as the best CRM software by reputed sources
Try LeadSquared’s CRM for Healthcare.
Increase intake, engagement, and loyalty. Stay compliant with HIPAA, PIPEDA, and CCPA.
FAQs
What should I consider before implementing a healthcare CRM?
Before implementing a CRM, you should define everything – the end goal or the purpose for your organization, what departments or teams would be using it, the features you need, and support for integration with other care tools you use.
What should I look for in a healthcare CRM vendor?
Prefer the CRM vendor who provides timely support and offers customizations as per your business needs. You may also consider the implementation time from the vendor.
What is a healthcare CRM, and why do healthcare providers need it?
A healthcare CRM (Customer Relationship Management) system is software designed to help you manage and build patient relationships more efficiently. Unlike generic CRMs, it’s tailored for the unique need of hospitals, clinics, and other healthcare practices.
With a healthcare CRM, you can:
- Handle patient inquiries in one place
- Automate appointment bookings and reminders
- Track communications across calls, emails, and messages
- Personalize follow-ups and engagement
- Simplify patient intake and scheduling
- Protect your patient data
In short, it acts as a central hub to streamline your operations and improve patient experiences, from the very first touchpoint to ongoing care.
Is LeadSquared healthcare CRM HIPAA compliant?
Yes, LeadSquared offers HIPAA compliant Healthcare CRM software with BAA in place to maintain PHI security.
How much time does it take to implement LeadSquared Healthcare CRM?
Depending on the customizations and integrations required, it may take 1-3 weeks to implement LeadSquared Healthcare CRM.
Is LeadSquared HIPAA CRM customizable?
LeadSquared healthcare CRM is built keeping the industry-wide use cases in mind. It covers the functionalities required by healthcare institutions. But yes, the platform is customizable to fit unique workflows and business requirements of your healthcare practice.
Is it possible to migrate data from other CRMs to LeadSquared safely?
Yes, the LeadSquared platform allows users to migrate patient data from other CRMs safely and securely.
Does LeadSquared provide specialized solutions for different healthcare verticals?
Yes, LeadSquared offer specialized CRM platform for Hospice & Palliative care, medical diagnosis centres, homehealth care, online medical clinics, and more.
What kind of workflows can I automate with a healthcare CRM?
You can automate a lot, including:
- New patient follow-ups
- Appointment confirmations and reminders
- Missed appointment re-engagement
- Feedback surveys after visits
- Insurance status updates
- Lead nurturing for health checkup packages, elective surgeries, etc.
Will my team need special training to use a healthcare CRM?
Most healthcare CRMs today are built to be user-friendly, but yes, a bit of onboarding goes a long way. With LeadSquared, for instance, the interface is intuitive, and there’s plenty of support available—live training, help guides, and a support team to get your staff up and running quickly.
What are the benefits of a healthcare CRM?
Healthcare CRM enables providers to manage patient communications and appointments. It also helps the administration with back-office processes like acquisition, intake, reporting and analytics.
Why do medical institutions need a CRM?
Medical institutions need a CRM to manage patient inquiries, route them to the right departments, book and manage appointments, automate intake and more importantly, manage interactions with patients.
Does LeadSquared integrate with EHR / EMR tools?
Yes, LeadSquared provides ready integrations with several EHR systems like Epic, HomecareHomebase, AthenaHealth, DrChrono, eClinicalWorks, and more. It also offers custom integrations with other EHR tools of your choice.
Does LeadSquared provide specialized solutions for different healthcare verticals?
Yes, LeadSquared offer specialized CRM platform for Hospice & Palliative care, medical diagnosis centres, homehealth care, online medical clinics, and more.
Does LeadSquared support multiple languages?
Yes, LeadSquared web platform and mobile app are available in multiple languages like Vietnamese, Portuguese (Brazilian), Bahasa (Indonesia), Spanish (Latin America), and Hindi (India). Apart from the above, LeadSquared mobile CRM is available in multiple Indian languages like Tamil and Gujarati as well.
Which software delivery model does LeadSquared support?
LeadSquared is a completely cloud-based SaaS CRM software.
Which social media platforms does LeadSquared integrate with?
LeadSquared integrates with many social media platforms for lead capture and retargeting. For instance, Facebook Lead Ads, Facebook Retargeting, Twitter Lead Generation Cards, and more.
How is a healthcare CRM different from a regular CRM?
A regular CRM is great for general sales and marketing, but a healthcare CRM is purpose-built for patient-centric workflows. It supports HIPAA compliance, integrates with EHRs, manages leads from multiple sources (like referrals or partner websites), and automates communication based on the patient journey. So, instead of just tracking deals or customers, you’re managing care journeys, improving follow-ups, and staying compliant with healthcare regulations.
How does a healthcare CRM help improve patient experience?
It helps you stay organized, respond faster, and personalize communication. When patients get timely reminders, fast answers to their questions, and relevant follow-ups, they feel cared for. A CRM makes those touchpoints easy to manage—without relying on manual tracking.
