5 best healthcare CRM in the United States 

If you are looking into healthcare CRM software, you are probably trying to fix something operational. Maybe patient inquiries are coming in from too many places. Maybe intake and follow-ups take more manual effort than they should. Or maybe your team does not have a clear view of patient communication outside the clinical record. 

Many healthcare practices already use solid systems for medical records and billing. What often remains less organized is everything around patient communication and coordination. That includes first contact, intake steps, appointment follow-ups, and ongoing patient outreach. 

There are tools built specifically to bring structure to this side of healthcare operations. These tools are commonly grouped under the term healthcare CRM. 

In this guide, we compare the leading healthcare CRM platforms in the United States and help you understand which ones are worth considering, depending on your practice size and workflow needs.

What is a healthcare CRM? 

A healthcare CRM is a software that helps you manage your healthcare workflows and patient relationships more easily. 

For example, when a patient fills out an inquiry form, calls your front desk, books an appointment, submits intake details, asks a follow-up question, or needs a reminder — all these actions create information your team has to handle correctly and on time. A healthcare CRM is built to organize this non-clinical work, so nothing slips through. 

It gives your staff one place to see what has already happened and what needs to happen next with each patient. 

Instead of checking emails, spreadsheets, call logs, and notes separately, the CRM pulls these interactions into a single record. That way, anyone on the team can quickly understand the patient’s journey so far and continue the process without confusion. 

In practical terms, healthcare teams use a CRM to: 

• capture patient inquiries from forms, calls, and campaigns 

• manage intake and onboarding steps 

• send appointment confirmations and reminders 

• record communication history 

• assign follow-up tasks to staff 

• track referrals and outreach 

• make sure responses are not delayed or forgotten 

Unlike general business CRMs, healthcare CRMs are designed to support healthcare workflows and privacy requirements, including regulatory safeguards such as HIPAA compliance.

6 key benefits of a healthcare CRM 

1. Centralized patient information 

A healthcare CRM brings patient data into one secure, organized system. Instead of staff searching through multiple tools or paper records, they can quickly find contact details, appointment history, and past communications in one place. This reduces errors, saves time, and helps teams respond to patients with better context. 

2. Improved patient communication 

Healthcare CRMs make it easier to stay in touch with patients through automated reminders, follow up messages, and health alerts sent by email or text. Clear and timely communication helps patients remember appointments and stay on track with care plans. 

3. Lower administrative burden 

Many repetitive tasks such as scheduling reminders, intake follow ups, and outreach campaigns can be automated inside a CRM. This reduces manual workload and lets staff spend more time supporting patients instead of handling routine paperwork. 

4. Better care coordination 

When departments share the same CRM, everyone sees the same notes and updates. This shared visibility improves teamwork and reduces miscommunication during referrals, transfers, and follow-ups. 

5. Data and performance insights 

Most healthcare CRMs include dashboards and reports that show trends in patient engagement, service usage, and outreach results. These insights help organizations adjust strategies and improve service delivery. 

6. Stronger data security 

Healthcare CRMs are designed with strict security controls like access permissions and audit logs. This helps organizations safeguard sensitive patient information and stay aligned with privacy regulations. 

1. LeadSquared Healthcare CRM

LeadSquared is a CRM purpose-built for healthcare that also doubles as a patient intake and engagement platform. It offers tools to automate intake, schedule appointments, manage referrals, and more. LeadSquared is used across clinics and hospital networks of all sizes that need a system to handle their everyday operations. 

Pros

• Captures patient inquiries automatically from multiple channels such as website forms, ads, and chat, reducing manual data entry.  

• Integrates with EHR systems so patient and appointment data stay in sync across platforms.  

• Supports transmission of automated messages across channels like text messages, email, and WhatsApp to keep patients informed.  

• Tracks referrals and follow-up tasks, helping teams manage care continuity.  

• Works on mobile devices so staff can update and view patient information on the go.  

• Offers strong customization options, letting practices tailor reports, workflows, and user access based on their needs. 

A user reported on Capterra that the system is highly customizable, allowing them to tailor everything from reports to button placements and user permissions to fit their needs. 

Cons

• Some users report occasional glitches with syncing and automations 

• Setup can be tricky for smaller teams without IT support 

One user pointed out that the platform’s back-end is quite complex, which meant they had to rely heavily on their account representative for fixes or new implementations. 

Pricing  

• Pro – $60 per user/ month  

• Super – $100 per user/ month 

2. Salesforce Health Cloud

Salesforce Health Cloud takes the best of Salesforce’s popular CRM system and refocuses it around healthcare. It helps healthcare practices manage patient relationships and improve communication between teams. It’s built to support HIPAA compliance and complex workflows. 

Pros 

• Helps assign, track, and follow up on care tasks across different departments, improving coordination.  

• Supports automated and secure messages and reminders for patients and internal teams.  

• Offers advanced reporting, dashboards, and analytics to spot trends and measure outcomes.  

• Customizable and extensible, with deep integrations into EHR systems and other business platforms.  

• Built with enterprise-grade security controls and compliance features suitable for large organizations.  

A user shared on G2 that Salesforce Health Cloud makes it easy to monitor care plan progress, check claim statuses, and communicate directly with agents. They also appreciated the intelligent system that recommends resources and programs to support healthier habits and lower costs. 

Cons

• Implementation can be complex, especially when connecting Health Cloud with older systems or EHRs. 

• Customization typically requires technical expertise or support from certified Salesforce partners. 

• Because the platform is broad and powerful, smaller teams may not use or need all its features, making the system feel overwhelming at times. 

• Large data sets and encryption layers can sometimes slow performance, especially on lower tiers of infrastructure. 

According to one reviewer, the platform provides more capabilities than their team currently uses, which can make it feel cluttered at times. They added that performance is generally stable, though large data loads can be slowed by encryption-related delays. 

Pricing

• Health Cloud Enterprise – around $350 per user per month. This edition includes core healthcare CRM tools such as patient and care management features, data models, and integrated views.  

• Health Cloud Unlimited – about $525 per user per month. This adds expanded storage, automation, predictive and generative AI tools, and advanced support options.  

• Health Cloud Agentforce 1 for Service/Sales – approximately $750 per user per month. These editions include everything in Unlimited plus AI agents, more Data Cloud capacity, Slack integration, and analytics tools such as Tableau Next. 

3. Keap (formerly Infusionsoft)

Keap is a flexible CRM platform that can be set up for healthcare use. It helps practices manage lead capture, patient intake, messaging, appointment reminders, and payments. It includes optional HIPAA settings and a BAA, making it suitable for clinics and small health services that need automation. 

Pros

• Lets you build automated workflows for appointment reminders, follow up messages, and outreach campaigns via email and SMS, saving time on manual tasks.  

• Supports HIPAA compatible setup when you enable the appropriate security settings and have a BAA in place, making it usable for patient intake and communication.  

• Provides strong contact management and segmentation features so you can organize patient lists and tailor messages.  

• Includes built-in tools for scheduling, invoicing, and payment processing, helping practices manage bookings and collect payments in one place.  

• Has a mobile app and streamlined interface that works well for solo practitioners and small teams without a large IT setup.  

One customer highlighted on G2 Keap’s superior automation features and responsive support, calling it their favorite among all CRMs they’ve tried.

Cons

• HIPAA compatibility requires configuration and a signed BAA; it is notcompliant by default.  

• Documentation and developer guidance can lag behind product updates, which makes advanced setups harder for non-technical users.  

• Pricing can grow quickly as your contact list and user count increase. 

Documentation quality was a major concern for one user, who found themselves relying on old APIs due to a lack of up-to-date guidance.

Pricing 

Keap’s pricing is based on the number of users and the size of the contact list, and there is no free plan beyond the trial period. Most small teams pay a monthly amount that scales with their contacts:  

• Starts around $249 per month (billed annually) or about $299 per month billed monthly for up to 1,500 contacts and two users.  

• As your contact list grows, monthly prices rise (for example, 2,500 contacts often cost in the $329–$399 per month range, and larger lists go higher).  

• Additional users typically cost around $29–$39 per month each.  

4. Creatio Healthcare CRM

Creatio is a healthcare-friendly CRM built on a low-code platform. It gives clinics and hospitals tools to handle their appointments, documents, patient communication history and more. It also lets them automate healthcare workflows like intake, follow-ups, and claims tracking. 

Pros

• Builds a 360-degree patient view by combining contact data, interaction history, and service records so staff can quickly understand the full patient context 

• Uses visual low-code workflow tools that allow teams to automate processes like intake routing, follow ups, and approvals with less technical effort 

• Includes built in case and task management features that support coordination across care and administrative teams 

• Supports integrations through REST APIs and marketplace connectors, which helps connect with EHRs and other healthcare systems 

• Reviewers often highlight how the low-code designer makes workflow automation easier and how API integrations are straightforward to implement 

A reviewer highlighted on G2 how Creatio’s low-code platform simplifies workflow automation and noted the ease of integrating with other systems via APIs. 

Cons

• HIPAA compliance is not automatic with Creatio and depends on how the system is configured and deployed by your organization 

• A learning curve is to be expected when building more advanced workflows and automations 

• Parts of the interface are sometimes described as dated or less intuitive than newer CRM platforms 

• Advanced customization and complex deployments may require help from technical staff or certified partners 

• Non-technical users can find deeper configuration challenging at first 

A reviewer mentioned that Creatio has a steep learning curve for those without coding experience. 

Pricing 

• Growth Plan: $25/user/month 

• Enterprise Plan: $55/user/month 

• Unlimited Automation: $85/user/month

5. eClinicalWorks (eCW)

eClinicalWorks, often called eCW, is best known as an electronic health record system, but it also includes Patient Relationship Management features that work much like a healthcare CRM. It combines clinical records with scheduling, patient communication, billing, telehealth, and analytics in one cloud-based platform. Because these tools are built into the same system, practices can manage both medical and patient engagement workflows without switching software. 

Pros

• Combines scheduling, secure messaging, billing, referrals, and clinical documentation in one platform, which reduces the need to switch between systems 

• Includes AI-assisted tools for charting support, paperwork processing, and no-show prediction to reduce manual workload 

• Built-in patient portal, online scheduling, and mobile apps allow patients to book visits, send messages, and view records easily 

• Supports multiple specialties on the same system with specialty-specific templates and workflows 

• Uses HIPAA-compliant cloud hosting with role-based access controls and audit trails for security and accountability

One user highlighted on G2 eClinicalWorks’ wide-ranging features like e-prescribing, scheduling, billing, and its customizable templates for faster documentation.

Cons

• The system is complex and often requires significant training time for providers and staff 

• Users report mixed experiences with customer support and interface usability 

• Integrations, add-on modules, and deeper customizations can raise the total cost 

• Navigation can feel crowded and that setup and data migration can be time-consuming 

The same user noted challenges with pricing, navigation, and support, adding that data migration and setup can be time-consuming. 

Pricing

• Most current pricing is subscription-based rather than one-time license based 

• Commonly reported plans start around $449 per provider per month for core EHR features and about $599 per provider per month for EHR plus practice management tools 

• Optional add-ons such as advanced AI features, patient kiosks, and revenue cycle services usually cost extra and are priced by quote 

Conclusion

There’s no perfect healthcare CRM. As we saw, every tool has its strengths and weaknesses.  

Some are packed with features but can feel bloated. Others are simple but leave you wanting for more. At the end of the day, it comes down to what fits your needs. 

LeadSquared’s healthcare CRM is one option that tends to land in the middle ground. It’s built for practices that want to speed up their healthcare workflows through automation. It covers all the essentials like patient intake, referral management, messaging without feeling like you need a week of training to get started. 

If it sounds close to what you’re looking for, a short demo might help you see how it fits. 

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