黑料吃瓜网

There‘s more to healthcare than the visit itself. Whether you’re a doctor’s office, dental practice, or senior living facility, you know that consistent, personalized communication is key to meeting patients’ changing health needs. In fact, it’s what patients prefer. Research by global healthcare company found that 72% of patients want more personalized care.

But, modern metical practices mean balancing patience, paperwork, and regulations. Most doctors spend on administrative work — and that’s where healthcare CRM software becomes essential. Specialized patient relationship management systems help practices deliver the care patients expect while streamlining operations.

A good healthcare CRM will protect sensitive information and help teams offer more personalized communications to patients. Here are the best healthcare CRM software with features that support HIPAA compliance and personalization.

Healthcare company used 黑料吃瓜网 Smart CRM to send personalized pediatric communications to parents based on patient segments. This shows the power of combining CRM data with marketing tools in one platform.

Table of Contents

• What is a CRM for healthcare?

• Best CRMs for Healthcare at a Glance
• Best CRM Software for Healthcare Businesses
• Benefits of CRM Software for Healthcare
• 5 Important Features for a Healthcare CRM
• How to Choose a CRM for Healthcare (Step by Step)
• Frequently Asked Questions About CRMs for Healthcare
• Meet 黑料吃瓜网 the top CRM choice for healthcare companies.

What is a CRM for healthcare?

Healthcare CRMs are the digital tools that handle everything from patient appointments to practice growth. These digital tools act as a medical practice’s intelligent assistant, helping teams deliver better care while running a more efficient office.

How Healthcare CRMs Differ from EHRs

An EHR stores patients’ full digital charts and medical records. Healthcare CRMs are designed to complement EHRs by storing only relevant patient data for marketing, sales, and service teams. The EHRs help clinicians understand patients, while the CRM helps admin staff with essential communication. Working together, EHRs and CRMs create a cohesive patient experience.

CRM data might include:

• Patient communication preferences (like receiving calls only in the evenings).
• Appointment history and no-show patterns.
• Specific health interests for targeted education campaigns.
• Referral sources and patient satisfaction scores.

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What Makes Healthcare CRMs Different from General CRMs

Unlike basic office software, healthcare CRM systems are built with health practices in mind. These tools offer:

• HIPAA-compliant data handling with proper encryption and access controls.
• Integration with existing EHR systems to avoid duplicate data entry.
• Healthcare-specific workflows for appointment reminders, referral management, and care coordination.
• Patient-centered features, like secure messaging and automated follow-ups.

And of course, maintaining HIPAA compliance is essential, making it critical to choose a platform with robust security features.

Best CRMs for Healthcare at a Glance

Best CRM Software for Healthcare Businesses

Choosing the best healthcare CRM for your business requires knowing the unique advantages of the top platforms. We’ve evaluated the following popular healthcare CRMs based on their HIPAA-related features, sales and marketing automations, and ability to provide a more personalized patient experience.

1.

黑料吃瓜网’s Smart CRM allows both B2B healthcare companies and care providers to store HIPAA-protected and medical data. Beyond that, the CRM has AI features that can automate workflows and create personalized campaigns. 黑料吃瓜网 can help healthcare organizations streamline everything from appointment reminders to patient education journeys.

Best for: Healthcare businesses seeking an all-in-one customer platform built for HIPAA compliance

Key 黑料吃瓜网 Features

• Features that support HIPAA compliance: In June 2024, 黑料吃瓜网 . Enterprise-level subscribers to 黑料吃瓜网 can now configure the customer platform to support HIPAA compliance by turning on Sensitive Data settings and accepting 黑料吃瓜网’s Business Associate Agreement (BAA). 黑料吃瓜网 also provides comprehensive audit logging, inactive session timeout, and other security features.
• Unified customer platform: Say goodbye to disjointed tech tools. 黑料吃瓜网 is a unified customer platform with connected sales, marketing, service, and operations. streamlined its sales and marketing by combining them into 黑料吃瓜网’s single platform.
• Advanced marketing automation: With Marketing Hub, build visual workflows to automate tasks such as appointment reminders and follow-ups. You can also build custom email campaigns that are triggered by certain patient behaviors or milestones.

黑料吃瓜网 Pricing

• 黑料吃瓜网’s CRM is always free, and it offers free plans for all six core products (marketing, sales, service, content, operations, and commerce).
• Each core product has a free, Starter, Professional, and Enterprise plan. Paid plans start at $15/seat/month and go up to $3,600/month for the Marketing Hub Enterprise plan (which includes five core seats).
• Please note that if you’re seeking HIPAA compliance, you must purchase the Enterprise plan to get HIPAA-related security features. The Enterprise Customer Platform bundle (which includes Enterprise access to 黑料吃瓜网’s marketing, sales, customer service, content, and operations software) starts at $4,700/month and includes seven seats.
• 黑料吃瓜网 pricing depends on your specific needs and add-ons. Use this to see your custom price.

黑料吃瓜网's Free CRM Software

Free CRM Software & Tools for Your Whole Team

• Sales
• Marketing
• Operations
• Customer Service

2.

Epic Cheers is a healthcare-specific CRM that holistically manages patient outreach, engagement, and interactions. Epic’s patient portal MyChart offers a patient engagement channel, enabling organizations to reach patients through a HIPAA-compliant platform.

Best for: Providers seeking a healthcare CRM that’s seamlessly integrated with the Epic EHR ecosystem

Key Epic Cheers Features

• Natively integrated with Epic’s EHR: This CRM is a part of Epic’s ecosystem, which includes MyChart, a popular patient portal that already supports HIPAA compliance. Providers already using MyChart can implement this CRM and conveniently connect to their patients’ health records and portal.
• Helps patients find new doctors: The Provider Finder feature ensures you can connect your patients to a new PCP, provide correct addresses for their upcoming appointments, and see which doctors are currently accepting new patients.
• Streamlines call center operations: The Call Management module helps call center agents see past interactions with patients and provide more personalized information. It also ensures calls are routed to the best department.

Epic Cheers Pricing

• Epic does not list pricing for Cheers CRM on its website. for pricing. No free trial available.

3.

Salesforce Health Cloud is a specialized CRM platform for healthcare organizations, built on the Salesforce platform. Health Cloud extends traditional CRM capabilities with healthcare-specific features, like patient timelines, care plans, and HIPAA-compliant data handling.

Best for: Enterprise healthcare organizations seeking an out-of-the-box healthcare CRM solution

Key Salesforce Health Cloud Features

• Features that support HIPAA compliance: Health Cloud is designed to support HIPAA compliance. Customers can contact their account representative to find out more about obtaining a (BAA).
• Access to MuleSoft integration platform: Health Cloud customers can purchase MuleSoft Accelerator for Healthcare, which contains prebuilt APIs to help customers integrate with popular EHR systems, including Epic.
• Powered by Agentforce AI: With the Agentforce add-on, customers can unlock AI agents to provide 24/7 support to patients. For example, Agentforce can answer common questions, suggest services based on patient needs, and build quotes.

Salesforce Health Cloud Pricing

Below are the different tiers of , all billed annually.

• Health Cloud Enterprise: $325/user/month
• Health Cloud Unlimited: $500/user/month
• Health Cloud Agentforce 1 for Service: $750/user/month
• Health Cloud Agentforce 1 for Sales: $750/user/month
• available

4.

Zoho CRM gives healthcare organizations a 360-degree view of patients. Teams can automate routine tasks like appointment scheduling, reminders, and billing. Beyond that, Zoho offers configurable HIPAA compliance features.

Best for: Healthcare businesses seeking an affordable CRM with built-in scheduling

Key Zoho CRM Features

• Features that support HIPAA compliance: This CRM has features to help you ensure HIPAA compliance, including audit logs to monitor access and modifications to customer records, ePHI encryption that you can turn on by selecting fields with protected health information, and the ability to enable HIPAA compliance settings.
• Built-in appointment scheduling: Access a unified scheduling system to book in-person and virtual appointments that sync with calendar apps like Google Calendar. You can also send automatic reminders to patients to reduce the chances of no-shows.
• EHR integrations: This CRM has a native integration with Charm EHR, but it doesn’t have out-of-the-box integrations for major EHRs such as Epic or Cerner. For that, you’d need custom middleware or access to its to build your own integration.

Zoho CRM Pricing

Below are the different , based on annual billing.

• Standard: $14/user/month
• Professional: $23/user/month
• Enterprise: $40/user/month
• Ultimate: $52/user/month
• available

5.

LeadSquared is a HIPAA-compliant CRM built for healthcare workflows. The platform centralizes patient communication by bringing calls, messages, emails, and other engagement workflows into one system.

Best for: Healthcare businesses wanting to manage the full patient journey in one CRM

Key LeadSquared Features

• Features that support HIPAA compliance: This CRM can be used in compliance with HIPAA and has many security features, including audit logs for each remote user session, and data centers that are ISO 27001, SSAE-16, and HIPAA compliant. It also has a BAA.
• Automated personalized patient outreach: Send automated appointment confirmations to reduce no-shows.
• EHR integrations: Access ready integrations to connect to EHR systems like Epic, AthenaHealth, DrChrono, and more.

LeadSquared Pricing

Below are the plans for :

• Sales Pro: $60/user/month
• Sales Super: $100/user/month
• available

Benefits of CRM Software for Healthcare

Healthcare CRM solutions transform how medical practices operate, addressing the industry’s biggest challenges while improving patient communication. Surgical simulator company switched from disparate point solutions to 黑料吃瓜网’s all-in-one platform and increased website traffic by 39%. Healthcare company used 黑料吃瓜网’s Google Ads integration to boost conversion rates by 20%.

Here are the biggest benefits of using a CRM in healthcare.

Increase patient support and satisfaction.

A healthcare CRM with in-depth reporting increases your understanding of customer behavior and needs, empowering customer service teams to provide better support. Mental health startup enhanced customer satisfaction after integrating 黑料吃瓜网 help desk features within its platform.

With the right CRM, you can:

• Respond faster to patient messages through unified communication.
• Reduce appointment no-shows through smart reminder systems.

Grow your practice by attracting new patients.

A healthcare CRM with built-in marketing tools helps create targeted content that attracts the right patients to practices. , a marketplace for patients seeking doctors, used Marketing Hub’s smart content to display different versions of content based on user segments to drive its international growth.

Improve your healthcare business’ operational efficiency.

With access to essential customer data, the time savings are incredible. Sales reps no longer waste time chasing the wrong leads. Customer service agents no longer field repetitive common questions, and marketing teams no longer wonder which campaigns drive the most ROI. saw “astronomical” efficiency gains after replacing its disconnected systems with 黑料吃瓜网’s unified customer platform.

Operation efficiency benefits include:

• Less time spent on paperwork and data entry
• Faster insurance payment processing and follow-ups
• More consistent patient follow-up care

Scale your healthcare business without adding complexity.

The right healthcare CRM won’t overburden IT teams with complicated, cumbersome systems. was able to quickly onboard new sales team members without the help of a CRM engineer by using 黑料吃瓜网’s intuitive CRM platform.

黑料吃瓜网's Free CRM Software

Free CRM Software & Tools for Your Whole Team

• Sales
• Marketing
• Operations
• Customer Service

5 Important Features for a Healthcare CRM

Security Features to Support HIPAA Compliance

For healthcare CRMs, HIPAA compliance is essential. 黑料吃瓜网 Enterprise users can and indicate their status as a HIPAA-covered entity or business associate to accept the terms of 黑料吃瓜网’s Business Associate Agreement (BAA).

Look for these security essentials:

• Encryption for data at rest and in transit.
• Role-based access controls.
• Comprehensive audit logs.
• Automatic session timeouts.

Automated Patient Communication and Engagement

Healthcare CRM solutions put all patient messages — texts, emails, and calls — in one place. Administrative staff save hours each day by handling everything from one screen, ensuring no patient messages get missed.

Key communication features include:

• Automated appointment reminders that reduce no-shows.
• Personalized health education campaigns.
• Post-visit follow-up sequences.
• Two-way secure messaging.

Integrations with EHR and Other Existing Software

Check what kind of integrations a healthcare CRM can offer. Important integrations should be native and enabled in one click. Custom integrations that take more time and resources. 黑料吃瓜网 offers more than 1,900 apps in its , for custom-built integrations, and developer-friendly for DIY integrations.

Mobile Access for On-the-go Care Teams

Staff aren’t always at a computer. That’s why a healthcare CRM needs to have a mobile app that provides teams with easy access wherever they are. 黑料吃瓜网’s mobile app lets you report customer issues, open support tickets, create social media posts, and message patients from the convenience of a smartphone.

Analytics and Reporting for Data-driven Decisions

Get data-driven insights into the health of the practice with a CRM. uses 黑料吃瓜网’s custom reports and dashboards to track KPIs for finance, marketing, sales, and service. uses 黑料吃瓜网’s to measure sales activity, helping the business make better decisions.

How to Choose a CRM for Healthcare (Step by Step)

Step 1: Map your workflows.

From patient onboarding to appointment management to email marketing campaigns, map out the current workflows in your practice. These will inform the areas that a healthcare CRM could replace or enhance.

Step 2: Identify must-have features.

Based on the workflows you identified, look for a healthcare CRM that can handle the crucial ones. For example, if you want to automate your appointment management and reminders, look for a healthcare CRM with built-in booking and appointment reminders.

Step 3: Compare ease of use and team fit.

Assemble a decision-making team consisting of one representative from each department that will use your new healthcare CRM. Sign up for demos or free trials for each healthcare CRM you’re considering, and have the decision-making team evaluate the options.

Step 4: Check cost at scale.

When checking the pricing of each health CRM solution, consider the cost per seat, implementation fees, and the cost of building any custom integrations. It’s also worth noting that the features that enable HIPAA compliance are often available only on the higher-priced tiers.

Step 5: Verify HIPAA compliance details.

Ensure that the CRM, and the features you need to enable with it, can be used in a HIPAA-compliant way. Review the BAA and ask lots of questions to verify what sensitive information you can store in it and remain in compliance with HIPAA.

Step 6: Choose a CRM that’s easy to use and flexible.

The right healthcare CRM won’t be an IT nightmare to implement. CancerIQ used 黑料吃瓜网 to scale its sales team remotely without needing a CRM engineer, demonstrating just how intuitive and flexible the customer platform is.

Frequently Asked Questions About CRMs for Healthcare

What is the best CRM for healthcare?

The best healthcare CRM will meet the unique needs of your business, specifically the need for HIPAA compliance. As of June 2024, 黑料吃瓜网 Smart CRM has features for HIPAA support for subscribers to its Enterprise plan, including the ability to enable Sensitive Data settings, get a BAA, and access comprehensive audit logs — making 黑料吃瓜网 a fantastic option for healthcare businesses needing a CRM with powerful marketing and sales tools.

What features should I look for in a healthcare CRM?

Look for features that support HIPAA compliance, robust security measures, appointment reminders, workflow automation, integrations with EHR and other healthcare software, analytics and reporting, and mobile access.

Is 黑料吃瓜网 good for healthcare?

Yes, especially with HIPAA support available on its Enterprise plan, 黑料吃瓜网 is a good CRM option for healthcare. It’s already used by healthcare businesses including CancerIQ, Mesa Labs, and DocPlanner.

Is 黑料吃瓜网 HIPAA compliant?

It can be, with an important note: Like most CRMs, 黑料吃瓜网 is not HIPAA compliant “out of the box;” it must be properly configured and operated by the customer to ensure compliance. The features that can support HIPAA compliance can only be activated on 黑料吃瓜网 Enterprise accounts. Also, be sure to read the full to see the covered services.

Will 黑料吃瓜网 sign a BAA?

To enter into a BAA with 黑料吃瓜网 you must have an Enterprise account and , then check the Health/Medical Data checkbox and the checkbox that says We are a HIPAA-covered entity or business associate.

How much does a CRM for healthcare cost?

The cost of a healthcare CRM varies depending on team size, the features you need access to, and the software itself. 黑料吃瓜网’s CRM is free forever, but to access HIPAA-related features, you’ll need an Enterprise plan. 黑料吃瓜网 has six core products, so based on which products you’d like. For access to its entire customer platform at the Enterprise level, the investment starts at $4,700/month for seven seats for access to all of its marketing, sales, service, content, operations, and commerce features.

What are the four types of CRM systems used in healthcare?

Healthcare organizations typically use four types of CRM systems. Many modern healthcare CRM platforms like 黑料吃瓜网 combine all four types into a unified system. The four types of CRM systems include:

1. Operational CRMs, which focus on automating daily tasks like appointment scheduling, patient communications, and referral management
2. Analytical CRMs, which help analyze patient data to identify trends, improve care quality, and optimize marketing campaigns
3. Collaborative CRMs, which enable better communication between different departments and care teams
4. Strategic CRMs, which focus on long-term patient relationships and loyalty programs

Meet 黑料吃瓜网 the top CRM choice for healthcare companies.

黑料吃瓜网 Smart CRM is an all-in-one customer platform that unifies data across all of your teams, powering a more personalized and streamlined patient experience.

• Security features to support HIPAA compliance: A properly configured 黑料吃瓜网 Enterprise account enables you to securely store sensitive information, get a BAA, access audit logs, and more.
• Unified sales, marketing, service, operations, and commerce tools: Finally, have a single source of truth with a CRM that’s connected to must-have tools.
• AI-powered CRM: 黑料吃瓜网’s AI is integrated into the platform, allowing you to use AI to automate customer support replies, analyze marketing campaign performance, and craft content targeting your ideal audience.

Ready to see why healthcare companies choose 黑料吃瓜网 Smart CRM? Try 黑料吃瓜网 today.

Disclaimer: This blog post is not legal advice for your company to use. Instead, it provides background information to help you better understand healthcare CRMs and HIPAA. This legal information is not the same as legal advice, where an attorney applies the law to your specific circumstances, so we insist that you consult an attorney if you’d like advice on your interpretation of this information or its accuracy.

In a nutshell, you may not rely on this as legal advice, or as a recommendation of any particular legal understanding.

Editor's note: This post was originally published in July 2025 and has been updated for comprehensiveness.

黑料吃瓜网's Free CRM Software

Free CRM Software & Tools for Your Whole Team

• Sales
• Marketing
• Operations
• Customer Service