HIPAA Compliant CRM for Healthcare

Manage patient acquisition, intake, and engagement from one, all-encompassing platform.

  • Fast adoption
  • Flexible
  • Great support
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Trusted by leading healthcare providers from across the world.

A One-stop Platform for Your Patient Acquisition
and Operational Needs.

100% HIPAA compliant. Manage patient relationships with ease and deliver better outcomes.

Secure Data Management

Secure data management

Ensure PHI security. Stay compliant with HIPAA, PIPEDA, CCPA, and other data governing laws.

Appointment Management

Appointment management

Schedule and manage appointments across multiple channels. Enable automated calendar sync for your doctors.

Multichannel Communication

Multichannel communication

Communicate with patients via HIPAA-compliant text messages email, WhatsApp, chatbots, or phone calls. Integrate IVR for one-click calling.



Create self-serve portals for patients and referrals. Efficiently track referral sources.

Remote Monitoring

Remote monitoring

Equip your field staff with healthcare mobile CRM app. Assign tasks, suggest routes, track progress in real-time.

Lead + Opportunity Management

Lead + Opportunity management

Manage patient profiles, track appointments, trigger communications based on their activities.

Specialized CRM for Healthcare Marketing

Run marketing campaigns effectively while being compliant with HIPAA regulations.

Bulk email campaigns

Segment 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, etc. Track every interaction, while ensuring compliance. Analyse engagement metrics to increase loyalty.

bulk email campaign

Mobile App for Field Care Operations

Mobile App for Field Care Operations

Manage sample collection, site visits, and other on-field activities, easily with a handy mobile CRM app.

  • Provide route guidance through integrated Maps.
  • Allow online and offline check-ins for your staff via mobile CRM app.
  • Track location history, understand care provider’s productivity based on appointments served.
  • Distribute patient appointments based on providers’ zip code.
  • Geo-fence and manage territory for your therapists and other field staff.
  • Create automated day plans for your field staff.

Automate Back-office Processes

Streamline operations, remove departmental silos, and ensure
transparency in all your operational processes.


Ready Integrations with Healthcare Tools

LeadSquared’s healthcare CRM offers out-of-box integrations with EMR, Insurance Verification, IVR, apps, etc. Also supports custom integrations for specialized tools you may need for your practice.

  • EHR tools like DrChrono, AthenaHealth, and many more.
  • Real-time Insurance verification toolslike pVerify
  • Appointment schedulers like Calendly, Outlook, Acuity, etc.
  • Telephony / CTI systems like RingCentral, CallTrackingMetrics, etc.
  • Messaging apps like LiveChat, RouteMobile, and many more.

Customers Love LeadSquared’s Healthcare CRM for


LeadSquared checked all the boxes

The funnel gets larger, and more patients come aboard. That’s huge for us.

Tamara Young

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.

Siddhartha Nihalani

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.

Kiran Ramakrishna

Detailed patient records

LeadSquared’s APIs and connectors help us collect detailed patient data and integrate it with our EHR system effortlessly.

Hicham Moro

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
Rated best healthcare CRM software

Try LeadSquared’s CRM for Healthcare.

Increase intake, engagement, and loyalty. Stay compliant with HIPAA, PIPEDA, and CCPA.


What should I consider before implementing a healthcare CRM?

Before implementing a CRM, define its purpose for your organisation, departments or teams that 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 healthcare CRM?

A healthcare CRM is a software designed to manage interactions with patients and strengthen relationships with them. The purpose of CRM in healthcare is to streamline operations, simplify appointment bookings and intake and manage interactions across multiple channels to foster loyalty and improve patient outcomes.

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. However, the platform is customizable to specific business requirements.

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 caremedical diagnosis centres, homehealth care, online medical clinics, and more.

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 caremedical 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. Apart from the above, LeadSquared mobile CRM is available in Tamil and Gujarati languages 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.