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HEALTHCARE
10 Best Healthcare CRM in the United States
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16 min read 
There was a time when a basic contact database was enough to keep a healthcare team running. Patients called and you took notes and maybe tracked a few follow-ups. And that was that.
But healthcare doesn’t run at that pace anymore.
More patients and channels of communication means more to keep track of in this digital era.
Old tools won’t cut it. What’s needed now is a CRM (Customer Relationship Management software) that understands healthcare.
So, this guide takes a closer look at ten best Healthcare CRM systems in U.S. You’ll get a clear picture of what each tool offers, and where it fits best.
Let’s get into it.
What Is a Healthcare CRM?
A healthcare CRM is software that helps you manage your healthcare workflows and patient relationships more easily.
Unlike general CRMs, these tools are built specifically for healthcare organizations. Which means, they take into account the unique needs of healthcare, be it patient privacy, appointment workflows, or HIPAA compliance.
That built-in focus on security and healthcare regulations is what sets them apart from the regular ones.
Key Benefits of Healthcare CRM Systems
- Cuts down on admin work by automating scheduling and patient intake
- Reduces no-shows with automatic appointment reminders
- Keeps communication clear by centralizing messages and patient history
- Simplifies insurance tracking so claims and payments are easily processed
- Improves follow-up care with scheduled check-ins and reminders
- Helps you stay organized, save time, and make patient care more consistent.
| CRM | Popular For | Average Rating | Pricing |
| LeadSquared Healthcare CRM | Patient intake tools, EHR integration, Omnichannel communication | 4.3 / 5 | Pro – $60 per user/month Super – $100 per user/month |
| Salesforce Health Cloud | Deep integration and customization capabilities, secure messaging | 4.0 / 5 | Health Cloud Enterprise – $325/user/month Health Cloud Unlimited – $500/user/month Health Cloud Einstein 1 – Up to $700/user/month |
| Zendesk for Healthcare | Omnichannel patient communication, team collaboration via ticketing, reporting on wait times & satisfaction | 4.6 / 5 | Suite Team – $55 per agent/month Suite Growth – $89 per agent/month Suite Professional – $115 per agent/month Suite Enterprise – Custom pricing |
| Keap | Email/text automation workflows, HIPAA-enabled intake forms, contact segmentation for outreach | 4.1 / 5 | Starts at $249/2 users/month |
| Creatio Healthcare CRM | 360° patient interaction history, visual workflow automation, case & task management | 4.6 / 5 | Growth – $25/user/month Enterprise – $55/user/month Unlimited – $85/user/month |
| Onpipeline Healthcare CRM | Pipeline view for appointments/intake, custom patient data fields, task automation & invoicing | 4.3 / 5 | Pipeline – $25/user/month Standard – $39/user/month Advanced – $58/user/month |
| eClinicalWorks (eCW) | Unified clinical & scheduling tools- AI-assisted charting- Patient portal & mobile access | 3.3 / 5 | EHR Only – $449/provider/month EHR with Practice Management – $599/provider/month |
| Oracle Health CRM | Oracle/Cerner EHR integration, patient self-service tools, operational reporting | 3.8 / 5 | Custom pricing |
| Veeva CRM | Life sciences field tools, territory planning, tools for HCP outreach | 4.0 / 5 | Custom pricing |
| Zoho CRM for Healthcare | Centralized patient/appointment data, auto reminders, role-based privacy/encryption | 4.1 / 5 | Standard – $14/user/month Pro – $23/user/month Enterprise – $40/user/month Ultimate – $52/user/month |
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
- Automatically captures patient inquiries from web forms, calls, ads, and walk-ins
- Connects with EHR systems to sync patient and appointment data
- Sends automated messages across channels like SMS, email, and WhatsApp
- Makes it easy to track patient referrals and follow-up tasks
- Mobile-friendly, so staff can update info and stay organized
A user appreciated 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
- Brings all patient info, messages, and tasks into one view
- Helps care teams assign, track, and follow up on work
- Sends secure reminders and updates automatically
- Offers smart reporting and patient risk scoring
- Deep integration and customization capabilities
- Fully HIPAA-compliant and ready for large-scale use
A user shared 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
- Setup can be complex, especially if older systems are involved
- Customizing the platform usually needs expert help
- Pricing might be out of reach for smaller teams
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
- $325 /user /month
- $500 /user /month
- Up to $700 /user /month (with AI tools)
3. Zendesk for Healthcare
Zendesk wasn’t built just for healthcare, but it’s become a popular support platform for clinics and other health networks. It offers omnichannel support to help healthcare teams respond faster and stay organized. It also connects with EHRs and other tools you already use.
Pros
- Lets you manage patient conversations across chat, email, phone, and more
- Helps teams stay on the same page with ticketing, notes, and automations
- Offers detailed reports to track wait times and patient satisfaction
- Works well for growing teams or large health systems
- HIPAA-compliant setup available for enterprise users
One user shared that they appreciate Zendesk Sell for its data optimization, ease of use, organized folder structure, and features like internal notes and communication that help with data verification.
Cons
- Can take time to set up and customize properly
- Gets expensive as your team grows
- Some users say the interface could be more intuitive
A user shared that the cost structure could be challenging for companies on a tight budget, and they wished there were better training resources for advanced features. They also found it a bit difficult to get timely support.
Pricing
- $19–25 per agent/month (basic support)
- $49 per agent/month (Suite Team)
- $99 per agent/month (Suite Enterprise)
4. 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
- Allows automated workflows for reminders, follow-up messages, and campaigns via email or SMS.
- Lets you create HIPAA-enabled forms for secure patient intake and communication
- Offers contact management and segmentation for personalized outreach.
- Built-in scheduling, billing, and payment tools.
- Mobile-friendly and works well for solo practitioners or small teams.
One customer highlighted Keap’s superior automation features and responsive support, calling it their favorite among all CRMs they’ve tried.
Cons
- HIPAA compliance isn’t enabled by default and requires configuration (toggle in settings and signed BAA).
- Interface and reporting tools can feel dated.
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
- Starts around $299/month for basic plans with contact limits
- Higher tiers and added features may increase costs significantly
5. 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° patient view with interaction history and clinical context
- Automates internal processes using visual workflow tools.
- Built-in case and task management for care coordination across teams
- Integrates with other systems and apps via REST APIs and modules
A reviewer highlighted how Creatio’s low-code platform simplifies workflow automation and noted the ease of integrating with other systems via APIs.
Cons
- Some users report a steep learning curve for building workflows
- User interface may feel dated or clunky in parts
- Advanced customization can require technical support or partner help
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
6. Onpipeline Healthcare CRM
Onpipeline is a general CRM that’s found a place in many small clinics and practices. It gives you a clear pipeline for managing appointments, automates routine tasks, and offers online forms for patient intake. It’s also HIPAA compliant if you sign a BAA.
Pros
- Makes appointment, intake, and follow-up stages visible in a pipeline view
- Custom fields let you store patient-specific data alongside contact history
- Lets you automate tasks such as appointment reminders, form submissions, and follow-ups
- Includes online booking and invoicing features for basic patient payments and billing
One user praised Onpipeline’s clean, intuitive interface, noting it’s easy to navigate even for non-technical users.
Cons
- Less automation and workflow depth compared to larger healthcare CRMs Reporting capabilities are basic and may not suit complex healthcare operations
One user shared that Onpipeline’s reporting features are helpful for basics but lack depth and advanced analytics.
Pricing
- Pipeline Plan: $12/user/month
- Standard Plan: $25/user/month
- Advanced Plan: $58/user/month
7. eClinicalWorks (eCW)
eClinicalWorks (eCW) is primarily an EHR system, but its Patient Relationship Management (PRM) features bring CRM capabilities into the mix. It combines clinical workflows, scheduling, messaging, payment tracking, analytics, and telehealth into a single cloud-based platform.
Pros
- Combines scheduling, messaging, billing, and referrals in one platform
- AI tools help with charting, predicting no-shows, and processing paperwork
- Built-in support for patient portals, online scheduling, and mobile apps
- Can be used across different specialties on a single system
- HIPAA-compliant cloud hosting with secure access and audit trails
One user highlighted eClinicalWorks’ wide-ranging features like e-prescribing, scheduling, billing, and its customizable templates for faster documentation.
Cons
- The system is complex and can take time to learn
- Some users report inconsistent support and usability issues
- Integrations and customizations can get expensive
The same user noted challenges with pricing, navigation, and support, adding that data migration and setup can be time-consuming.
Pricing
- Around $10,000 per provider (one-time license)
- Or $599 per provider per month for the subscription version
- Extra features like AI tools and kiosks cost about $100 per provider per month
8. Oracle Health CRM
Oracle Health CRM is an enterprise-grade patient relationship solution that’s part of the Oracle Health (Cerner) ecosystem. It is a robust tool that brings together patient records, appointment scheduling, billing, referrals, and communication tools in its system.
Pros
- Works well with Oracle and Cerner EHR systems
- Lets patients book appointments, message providers, and update info online
- Helps manage referrals and patient handoffs across departments
- Offers reporting tools for tracking outcomes, trends, and operational data
- Secure, HIPAA-compliant cloud platform
According to one user, the system significantly improves efficiency by centralizing patient information.
Cons
- Geared toward larger organizations so it can be complex for small clinics
- Setup and integration may require experienced help
One user pointed out that high costs and limited customization in service delivery were the biggest drawbacks.
Pricing
- Custom pricing based on organization size and setup
9. Veeva CRM
Veeva CRM is built specifically for the life sciences industry. It helps pharmaceutical, biotech, and medical device companies manage their relationships with healthcare professionals. If your organization is focused on commercial outreach, medical affairs, or field force management, this is a CRM tailored to that need. It’s not designed for clinics or hospitals managing patient care.
Pros
- Designed for pharma and life sciences, not general healthcare
- Helps sales and medical teams coordinate outreach to HCPs
- Complies with industry regulations and audit requirements
- Includes tools for territory planning, account insights, and content delivery
One user appreciated that the platform offers strong out-of-the-box solutions while still allowing IT teams to customize for specific needs.
Cons
- Not suitable for managing patient relationships or clinical workflows
- Complex setup and training needed for non-specialized teams
- Licensing and implementation can be expensive
One user noted that Veeva’s pricing structure is confusing and the platform works best on iPads, with limited virtual detailing capabilities.
Pricing
- Custom pricing based on organization size and configuration
10. Zoho CRM for Healthcare
Zoho CRM is a general CRM platform that can be tailored for healthcare use. When enabled with healthcare-specific settings, it helps practices manage patient data, scheduling, communication, and workflows. It supports HIPAA compliance (with a signed BAA and proper configuration) and integrates with EHR systems.
Pros
- Keeps all your patient and appointment data organized in one place
- Sends automatic reminders and follow-ups via email, SMS, chat, and WhatsApp
- Can connect with EHR systems and supports digital signatures
- Offers strong privacy features like role-based access and field-level encryption
- Flexible and customizable for tracking leads, referrals, and patient feedback
One user praised the CRM’s powerful search and messaging features, calling it a high-quality platform overall.
Cons
- Doesn’t come HIPAA-compliant by default, you’ll need to set it up manually.
- Some users mention slow load times and limited options for reports
A reviewer mentioned that the interface feels a bit dated in parts, and syncing issues with tools like Google Ads can disrupt workflows.
Pricing
- $14/user/month — Standard
- $23/user/month — Professional
- $40/user/month — Enterprise
- $52/user/month — Ultimate
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.
FAQs
Why do healthcare practices need a CRM in 2025?
Healthcare is more complex than ever, and patients expect fast, personalized service. A CRM is a simple tool that helps practices achieve this in this day. It saves time by handling routine tasks, sends reminders so patients don’t miss appointments, and helps staff respond to questions quickly. It also makes insurance and follow-ups easier. CRMs keep patient information safe and follow privacy rules like HIPAA. They also show helpful data that can improve how a clinic works.
How does a CRM help with patient management and scheduling?
A modern CRM makes it much easier to manage patients and schedule appointments. Patients can book their own appointments online and get automatic reminders, which means fewer missed visits and last-minute cancellations. The system can also manage waitlists and help keep the calendar full. For clinics, it gives helpful information about scheduling patterns and patient flow, so staff can plan better and use their time wisely. In the end, everything runs more smoothly, and both patients and providers have a better experience
How do I choose the right CRM for my healthcare practice?
When picking a CRM, start with security. Make sure it’s HIPAA-compliant and protects patient data with strong features like encryption, user access controls, and activity logs. The best CRMs handle compliance in the background, so you can focus on care—not paperwork.
Look for a CRM that improves patient communication too. Tools like appointment reminders, secure messaging, and self-service portals help you stay connected with patients and save staff time.
Also, check that the CRM works well with your current systems, like your EHR and scheduling tools. A smooth integration means less manual work and fewer errors.
Finally, make sure the CRM fits your needs, is easy to use, fits your budget, and can grow with your practice.
How does a CRM help a healthcare practice grow and work better?
Running a healthcare practice means managing many tasks every day. These include scheduling appointments, communicating with patients, and handling billing. A CRM helps by keeping everything organized in one place.
For example, it allows patients to book appointments online and sends automatic reminders to reduce missed visits. This saves your staff time and helps keep your schedule on track.
It also collects all patient messages, whether texts, emails, or calls, so your team can respond faster without searching through different systems.
Beyond that, a CRM tracks important information such as appointment patterns, billing issues, and patient engagement. It provides simple reports that show what is working well and where improvements are needed.
A good CRM works with your existing tools like your EHR and manages routine tasks such as follow-ups or flagging missing information.
How does a healthcare CRM help providers focus more on patient care?
A healthcare CRM simplifies day-to-day tasks, which helps your team spend less time on administration and more time with patients.
It starts with appointment management. The system sends reminders and keeps schedules organized, which helps reduce no-shows and keeps the day running smoothly.
Patient information is centralized, so providers can easily access the full picture before and during a visit. This saves time and supports more informed, focused conversations.
Communication is easier to manage. Built-in secure messaging allows staff to respond to patient questions without jumping between tools, while staying compliant with privacy standards.
CRMs also help with billing. They track claims, flag outstanding payments, and generate reports, making financial processes more manageable for your team.
In addition, most systems provide useful analytics that show patterns in scheduling, communication, and patient outcomes. These insights can guide small improvements that benefit both staff and patients.
Overall, a healthcare CRM supports your team by handling routine work in the background, so providers can concentrate on delivering quality care.
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