Top 10 Healthcare CRM in the United States 

CRM software is the need of the hour. 

However, concerning the data protection and privacy regulations in the United States, you should be careful when selecting healthcare CRM software for your practice. 

So, here’s a list of top Healthcare CRM providers in the USA, comparing them for features, user feedback, pricing, and more. 

Overview of Top 10 Healthcare CRM in the United States

Following are the details of the Healthcare CRM tools listed above. 

1. Salesforce Health Cloud 

Salesforce Health Cloud is an industry-leading CRM designed specifically for healthcare, offering patient engagement, care coordination, and analytics. 

Top features:

“I like that it’s so versatile. It really can do anything.” That’s how Stephanie I., Nutrition Program Manager, puts it on G2. 

The top features of this renowned Healthcare CRM are: 

• Patient relationship management 
• Care coordination tools 
• HIPAA compliance 
• Customizable dashboards and reporting 
• Integrations with electronic health records (EHRs) 

Limitations: 

As Melissa C., Center Manager, stated on G2, “It’s tough to navigate and make changes” in Salesforce Health Cloud. 

• It can be complex to set up and use for smaller practices. 
• It may have a higher cost compared to some competitors. 
• Requires ongoing staff training 

Free Trial: Yes 

Mobile App: Available 

Get the Salesforce Health Cloud Mobile App on  

App Store: https://apps.apple.com/us/app/salesforce/id404249815   

Google Play: https://appexchange.salesforce.com/mktcollections/cloud-collections/HealthCloud 

Pricing: Varies based on features and number of users. Contact Salesforce for a quote. 

G2 Rating: 3.8/5 

Company Address: Salesforce, Inc., Salesforce Tower, 415 Mission Street, 3rd Floor, San Francisco, CA 94105 

2. LeadSquared Healthcare CRM 

LeadSquared is a HIPAA-compliant CRM platform focusing on marketing automation and patient engagement for healthcare practices. 

Top features: 

According to Evelyn, Business Operations Director, “The ability to customize processes is the reason why we picked LeadSquared, but you also have to really know your processes.” 

Some of the top features of LeadSquared Healthcare CRM are: 

• HIPAA-compliant data security 
• Automated marketing campaigns (email, SMS) 
• Landing page builder and lead capture forms 
• Patient segmentation and targeting 
• Reporting and analytics 

Limitations: 

According to a reviewer on TrustRadius, 

• Landing pages are not mobile-friendly. 
• A small percentage of lead sources, e.g., leads coming through emails, are left out. 

Free Trial: No 

Mobile App: Available  

Get LeadSquared Mobile App on:  

App Store: https://apps.apple.com/in/app/leadsquared-crm/id1116979453  

Google Play: https://play.google.com/store/apps/details?id=com.leadsquared.nextgen&hl=en_IN&gl=US&pli=1  

Pricing: Plans start at $25 per user per month. 

G2 Rating: 4.2/5 

Company Address: LeadSquared Inc., 510 Thornall Street Suite 210, Edison, NJ-08837 

3. Zendesk for Healthcare 

Zendesk is a cloud-based solution focusing on patient experience and customer service for healthcare organizations. 

Top features: 

According to Angelica A., Clinical Research Coordinator II, “Zendesk has become a great partner for my daily task in our organization. It is convenient to use and not too technical. This also has a lot of features that are very useful for daily communication.” 

Other notable features of Zendesk Healthcare CRM are: 

• Omnichannel communication (phone, email, chat) 
• Appointment scheduling and reminders 
• Self-service patient portal 
• Ticketing and case management 
• Reporting and analytics on patient interactions 

Limitations: 

Dawn D., Senior Manager, Member Support, comments,  

“I hate having to go through the zbot first. I want a live person. And I seem to only receive a live person if I say the issue is stopping me from working. I do not want to rely on obtaining an answer via an email or a support center that may or may not help me.” 

Apart from the support issues, users have noted the following limitations: 

• It may not be ideal for large, complex healthcare organizations. 
• The platform focuses more on customer service than overall patient relationship management. 

Free Trial: Yes 

Mobile App: Available  

Get Zendesk Sell Mobile App on: 

App Store: https://apps.apple.com/us/app/zendesk-support/id1174276185   

Google Play: https://play.google.com/store/apps/details?id=com.zendesk.android&hl=en_IN&gl=US  

Pricing: Plans start at $55 per user per month. 

G2 Rating: 4.3/5 

Company Address: Zendesk, Inc., 989 Market St, San Francisco, CA 94103 

4. Onpipeline 

Onpipeline is a user-friendly CRM designed to help healthcare providers acquire new patients and manage existing relationships. 

Top features: 

As Joseph M. reviews, “Onpipeline’s interface is clean, modern, and incredibly intuitive. Navigating through the platform is a breeze, and it requires minimal training to get started.” 

Some of the key features of this platform are: 

• Lead generation and management tools 
• Marketing automation capabilities 
• Patient engagement tools (email, SMS) 
• Integrations with marketing and scheduling platforms 

Limitations: 

The same reviewer mentions that “the platform lacks advanced analytics capabilities that could provide more comprehensive insights into sales performance.” 

Please note that there are very limited reviews available for this software. 

Free Trial: Yes 

Mobile App: Yes  

Get Onpipeline on the App Store: https://apps.apple.com/us/app/pipeline-a-simple-crm/id639580181  

Pricing: Plans start at $25 per user per month. 

5. Keap 

Keap is a CRM and marketing automation platform specifically designed for the insurance industry, including health insurance providers. 

Top features: 

Jarek Boilo C., Admin, and Operations Assistant, shares that “Keap is easy to use. No hassle from login to production to capping off my day.” 

Some of the other remarkable features of Keap are: 

• Lead capture and nurturing tools 
• Automated sales workflows 
• Appointment scheduling and reminders 
• Secure online payments and e-signatures 

Limitations:

Thomas L., Owner of a small business, says, “Very little external integrations, no use of AI anywhere on the platform, etc. Functional, just archaic.” 

Other limitations of the tool noticed by Keap users are: 

• It is not specifically designed for general healthcare needs outside of insurance. 
• It may lack some features needed for comprehensive patient relationship management. 
• Limited integrations with electronic health records (EHRs). 

Free Trial: Yes 

Mobile App: Available 

Get the Keap Mobile App on:  

App Store: https://apps.apple.com/ca/app/keap/id1421097870  

Google Play: https://play.google.com/store/apps/details?id=com.infusionsoft.mobile.nimo&hl=en&gl=US  

Pricing: Plans start at $159 per two users per month. 

G2 Rating: 4.4/5 

Company Address: Keap, Inc., 1260 S. Spectrum Boulevard, Chandler, AZ 85286 

6. Veeva CRM 

Veeva CRM is a cloud-based, industry-specific CRM designed for the life sciences industry, including veterinary practices, animal hospitals, and contract research organizations (CROs). 

Top features:

Scott F., Director, IT Business Partner, comments: 

“Working with the Veeva implementation team has been a pleasure. The application is intuitively designed and well built.” 

The key features of Veeva Healthcare CRM are: 

• Customer relationship management for veterinarians and animal hospitals 
• Appointment scheduling, client communication, and referral management tools 
• Inventory management for veterinary practices (drugs, supplies) and sample management for CROs 
• Marketing automation capabilities for targeted client outreach 
• Reporting and analytics on veterinary practice performance or CRO activity tracking 

Limitations: 

Users have reported the platform’s limitations regarding customization capabilities and ease of use. 

• It is not designed for general human healthcare needs. 
• It may be too complex and feature-rich for small veterinary practices. 
• Limited integrations with human healthcare EHR systems, focusing on veterinary-specific software. 

Free Trial: Free trial information is not readily available on the website. Contact Veeva for details. 

Mobile App: Available  

Get the Veeva CRM Mobile App on Google Play: https://play.google.com/store/apps/details?id=com.veeva.veevacrm&hl=en&gl=US  

Pricing: Upon request 

G2 Rating: 3.9/5 

Company Address: Veeva Systems Inc., 4280 Hacienda Drive, Pleasanton, CA 94588 

7. Zoho CRM 

Zoho CRM for life sciences is an omnichannel communication platform for medical sales reps. It helps improve engagement and productivity and allows integration with tools used in the healthcare industry. 

Top features: 

Kevin A., Head of Customer Success, states, “Zoho’s interface is functional, delivers basic features well, and can be hooked into other components within the Zoho Suite with reasonable ease.” 

Other features that users from the healthcare domain, like in Zoho, are: 

• Customizable dashboards 
• Easy to set up 
• Ability to track customer journeys 

Limitations: 

According to Levi W. on G2, “once you start customizing it, it can quickly devolve into a hot mess.” 

Other limitations posted by users are: 

• Lacks campaign management capabilities 
• Frequent bugs 
• Difficult navigation 
• Integration with certain tools is not smooth 

Free Trial: Yes 

Mobile App: Available  

Get Zoho on:  

App Store: https://apps.apple.com/ae/app/crm-platform/id1117388935  

Google Play: https://play.google.com/store/apps/details?id=com.zoho.crm&hl=en_IN&gl=US  

Pricing: Plans start at $14 per user per month. 

G2 Rating: 4.2/5 

Company Address: 4141 Hacienda Drive, Pleasanton, CA 94588, USA 

8. Welltok Patient Relationship Management 

Welltok, acquired by Virgin Pulse, is a patient engagement platform with CRM functionalities that promote wellness and preventative care. 

Top features: 

Marla K., Marketing and Advertising Coordinator, states, “Our favorite tool within the application is reporting. We no longer have to download information to manually calculate ROI, volumes, effectiveness, etc. It’s all packaged based on our widget selections!” 

• Patient engagement tools (personalized coaching, goal setting) 
• Educational content library and health resources 
• Appointment reminders and medication adherence support 
• Data analytics and reporting on patient health outcomes 
• Integrations with wearables and health-tracking devices 

Limitations: 

Alexis D., Digital Specialist, discloses their difficulties in implementing the software. Some other limitations of the software noted are: 

• Lacks some of the core CRM features like contact management and lead management. 
• It may not be ideal for practices focused on complex medical care. 
• Focuses more on patient engagement than comprehensive relationship management. 

Free Trial: Limited information available about Free Trial  

Mobile App: Available 

Get Welltok on Google Play: https://play.google.com/store/apps/details?id=com.wellpass.app&hl=en_IN&gl=US  

Pricing: Contact Welltok for pricing information. 

G2 Rating: 4.1/5 

Company Address: 75 Fountain St. Providence, RI 02902 

9. HubSpot CRM 

HubSpot offers a free CRM platform with basic contact management and marketing automation features suitable for smaller healthcare practices. 

Top features: 

Joe L., Head of Client Care for a physical therapy and fitness company, states that data collection and organization of leads are the strengths of HubSpot. 

Other key features of this platform are: 

• Forever free plan with basic contact management tools 
• Lead capture forms and landing page builder 
• Email marketing automation and pipeline management 
• Task management and meeting scheduling functionalities 
• Basic reporting and analytics on sales and marketing efforts 

Limitations: 

Chelsea H., Sales Effectiveness Coordinator, states that their reps find it difficult to track a single facility versus a physician group versus a hospital system.   

Other limitations reported by users are: 

• Limited features in the free plan and requires upgrades for advanced functionalities. 
• It may not be scalable for larger healthcare organizations. 
• Inability to support complex healthcare workflows. 

Free Trial: Free plans and paid plans with additional features are available. 

Mobile App: Available 

Get the HubSpot Mobile App on  

App Store: https://apps.apple.com/us/app/hubspot-crm-grow-better/id1107711722  

Google Play: https://play.google.com/store/apps/details?id=com.hubspot.android&hl=en&gl=US  

Pricing: Free plan available; paid plans start at $90 per user per month. 

G2 Rating: 4.2/5 

Company Address: HubSpot, Inc., 2 Canal Park, Cambridge, MA 02141, United States 

10. eClinicalWorks EMR & Practice Management 

EClinicalWorks is an integrated electronic health record (EHR) system with built-in CRM functionalities for patient management, communication, and reporting. Ideal for mid-sized to large healthcare practices. 

Top features:

Tyler W. considers the eClinicalWorks platform as a Jack of all trades and shares,  

“Scheduling, Billing, Messaging, Prescriptions, Reporting, and Integrations with hundreds of services. If you want to do it, eClinicalWorks can probably do it, or they have a partner who can help. The support people are always very friendly, and they respond to tickets quickly. It also runs just fine on low-end hardware.” 

Among the top features of this platform are: 

• Integrated EHR system for comprehensive patient medical record management 
• Built-in CRM functionalities for patient scheduling, communication (secure messaging, patient portal), and appointment reminders 
• Revenue cycle management tools (billing, claims processing, denials management) 
• Reporting and analytics on patient demographics, clinical performance, and financial metrics 
• Integrations with third-party applications (labs, pharmacies) 

Limitations: 

James M., Physician, when asked what they dislike about the platform, stated the following: 

• Outdated UI and styling (no boundaries on buttons, so it is easy to click the wrong stuff) 
• Lacks prepopulated quantity for topical meds, which is there in Atena 

Other limitations of the platform, as noted by users, are: 

• Difficult navigation 
• Data organization 
• Fitment for paediatric use cases 

Free Trial: Limited Free Trial available 

Mobile App: Available  

Get eClinicalWorks Mobile App on Google Play: https://play.google.com/store/apps/details?id=com.ecw.emobile&hl=en_IN&gl=US  

Pricing: Contact eClinicalWorks for pricing information. 

G2 Rating: 3.8/5 

Company Address: eClinicalWorks, Inc., 2 Technology Dr, Westborough, MA 01581, USA 

So, that’s our top pick. Before we wrap up, here’s a quick checklist, rather questions to ask yourself, before finalizing a healthcare CRM. 

How to Choose the Best Crm Software for Your Practice?

Compliance and security 

• Is the CRM HIPAA compliant? 
• What security measures are in place to protect patient data? 

Patient engagement and communication 

• How can the CRM help improve patient communication and engagement? 
• Does it offer features like appointment reminders, self-service portals, and secure messaging? 

Integration with existing systems 

• Does the CRM integrate with the Electronic Health Record (EHR) system, scheduling platform, and patient portal? 
• How seamless is the integration process? 

Features and functionality 

• Does the CRM offer the specific features needed for your practice (e.g., appointment scheduling, marketing automation, reporting)? 
• How user-friendly and intuitive is the interface for both staff and patients? 

Cost and scalability 

• What is the pricing structure of the CRM, and how does it fit your budget? 
• Can the CRM scale as your practice grows? 

With these points in mind, LeadSquared can be your best CRM partner to take your practice to new heights. 

LeadSquared: The Best HIPAA Compliant Healthcare CRM for the United States 

Trusted by leading providers like FormHealth, Ennoble Care, Pulse & Remedy, and many more, LeadSquared is the best Healthcare CRM for hospitals and clinics in the United States. It provides complete data security and integrity and complies with HIPAA, PIPEDA, CCPA, and other data governance laws. 

As Amanda Knight, Head of Operations and Patient Success at Helped, puts it,  

“Everything that I needed in a CRM, LeadSquared had it all.” 

If you want to experience LeadSquared firsthand, provide us with a few details, and our CRM expert will connect with you soon.