HIPAA Compliant Healthcare CRM

Purpose-built to increase patient intake, engagement, and retention.

We’re here to answer all your questions!

Explore LeadSquared Healthcare CRM Software for:

  • Higher productivity from all your teams
  • Automating marketing, patient intake, and patient management
  • Flexibility, ease of adoption, and great support
We’re here to answer
all your questions!


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.

A one-stop platform for all your sales, marketing and operational needs.

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

healthcare crm features

What does LeadSquared offer?

LeadSquared CRM is easy to use and implement. The solution requires zero IT support and offers complete customisation to your process.

healthcare lead capture

Lead Capture

Capture high quality leads from different channels into a single system. Reduce lead leakage to zero.

hipaa compliant auto qualification

Appointment scheduling

Sync your medical appointment scheduler with LeadSquared to ensure seamless appointments and reduced wait times.

healthcare crm for physicians

Patient intake software automation

Automate patient capture across both offline and online channels and distribute them to the right agents.

healthcare marketing automation

Lead Management

Accelerate your sales journey and seamlessly control your entire customer journey with intelligent automation.

hipaa compliant engagement

Patient Engagement Score

Reduce churn and enable personalized communications for your patients by understanding their level of engagement.

dailer for healthcare call center

Built-in Dialer

Understand customer pain-points and how your employees are tackling them by tracking and recording conversations.

physicians crm for appointment scheduling

EMR Integration

Optimize your patient care by integrating all your major EMR solutions with LeadSquared’s HIPAA compliant healthcare CRM.

integrate with healthcare industry products

Marketing Automation

From prospect to customer, set up meaningful and relevant conversations based on various triggers.

email builder in healthcare crm

Social media integration

Integrate all your social media channels seamlessly with LeadSquared. Tune into conversations that matter.

The #1 HIPAA Compliant CRM for Healthcare

100% HIPAA CRM Compliance


LeadSquared’s healthcare CRM is fully HIPAA compliant, with Business Associate Agreement (BAA) in place to maintain PHI security and overall HIPAA compliance.

We have met regulatory and industry-defined requirements for safeguarding patient information.

Marketing automation

Set up meaningful and relevant conversations for prospects and customers based on various triggers.

  • Email and SMS Autoresponders
  • List segmentation basis location, type of service requested, etc.​
  • Drag and drop drip campaign builder with HTML email templates
  • Tracking and reporting open rates, click rates, etc.
crm for healthcare marketing - marketing automation
best crm for healthcare - lead and task management

Lead and task management

Gain a 360-degree view of patients. Track leads through every step of the admission cycle. ​

Automatically assign tasks and notify your staff for follow-ups. Enable them to call, email, and message patients with LeadSquared’s healthcare CRM while complying with HIPAA guidelines. Track all interactions for future reference. ​

Create multiple journeys and workflows for teams and functions like physician onboarding, sales, marketing, and operations.

Patient Intake automation

Patient intake software allows you to automatically capture leads, distribute them to the right department for follow-ups and thus increase patient admission.

  • Reduce wait-time and ensure consistent records through digital patient intake forms.
  • Multichannel communication for appointment reminders and follow-ups.
  • Self-serve patient and referral portals to simplify the document collection process.
  • Capture online and offline inquires across all channels.
  • Digital insurance verification for a hassle-free intake.
  • Schedule appointments through Acuity and Outlook.
healthcare crm software - intake automation
healthcare crm app - communications management

Communications management

Initiate relevant, personalized, and contextual conversations with patients. Utilize autoresponders for web inquiries and built-in dialers for click-to-call via LeadSquared’s healthcare CRM platform. ​

Increase retention with recurring event communication like appointment reminders, follow-up schedules, and more.

Mobile CRM

Use our healthcare mobile CRM app for onsite caregiving.

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


LeadSquared’s healthcare CRM offers out-of-box integrations with tools that make your practice more efficient. For example,

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

LeadSquared also offers custom integrations for specialized tools you need for your practice.

Reports and Dashboards

Reduce patient acquisition costs and increase operational efficiency with real-time, actionable reports.

LeadSquared offers 100+ ready-to-use dashboards for:

  • Lead source
  • Lead pipeline
  • Lead and staff activity
  • Staff performance
  • Referral source
  • Conversion rate
  • Revenue by department, location, etc.

You can use these dashboards for tracking daily, weekly, monthly, quarterly, or yearly progress. All the dashboards and reports support click-through functionality to expand details.

best crm for healthcare data - analytics and dashboard
Rated best healthcare CRM software

Explore how we can help your staff and automate internal processes using HIPAA CRM

LeadSquared’s HIPAA Compliant CRM for Healthcare FAQs

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.

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.