5 best CRM software in healthcare in 2025

The healthcare system has more than the visit itself. Regardless of whether you are a doctor’s office, a dental practice or a manager for apartments, you know that a consistent, personalized communication is the key to fulfilling the changing health needs of the patient. In fact, it is what patients prefer. Research of the global healthcare company Debott found that 72% of the patients want More personalized care.

However, it is a prerequisite not only to protect the patient’s protected health information. A good CRM in healthcare protects sensitive information And Help use it to provide more personalized communication and stronger relationships with your customers.

Health company Santagostino Used HubSpot -Smart CRM to send the personalized pediatric communication to parents based on patient segments. This shows the performance of combining CRM data with marketing tools on a platform.

In the following we have put together a list of CRM software in healthcare that supports the hipaa conformity. We will go through the functions, pricing and comparisons of different CRMs so that you can choose the right thing for your company. We have used generative AI tools to improve research and elaboration, and a Drift Kings Media personnel author who checked and checked this article in fact that this article before the publication.

Table of contents

What is a CRM for health care?

While an honor stores the complete digital diagram and medical records of your patient, a CRM in healthcare complements an honor by only saving the limited, relevant patient data that need your marketing, sales and service teams to create a coherent patient experience.

This data can contain the needs or interests of a patient, so that marketing condition -specific campaigns or the selected communication tests of a patient can send, e.g. B. only received calls in the evening. And of course it is important to maintain the hipaa conformity, which is a common responsibility between the CRM software provider and the customer.

Best CRMS for health care at a glance

CRM	Best for	Key features	Pricing	Free test version available
Lifting spot	Health company looking for an all-in-one customer platform	Functions that support the hipaa compliance, uniform customer platform, advanced marketing automation	The HubSpot CRM is always free and contains free levels for all six core products. Paid plans start at $ 15/seat/month. To save sensitive information and enable hipaa supporting functions, you need the company plan for its products that start from $ 150/month/seat for sales and service hubs.	Free plans
Epic cheers	Providers who are looking for a CRM in the healthcare system that is seamlessly integrated into the epic Ehr -Ekosystem	Native integrated into the honor of Epic, helps patients to find new doctors, rationalizes Call Center operations	Contact to pricing	NO
Salesforce Health Cloud	Corporate health organizations that are looking for an out-of-the-box health CRM solution	Functions that support the hipaa compliance and access to the Mulesoft integration platform, which is operated by Agentforce AI	From $ 325/user/month	Yes, 30-day free trial version
Zoho	Health company is looking for an affordable CRM with integrated planning	Functions that support hipaa compliance, built-in scheduling, honest integrations	From $ 14/user/month	Yes, 15-day free trial version
Leadsquared	Health company who want to lead the full patient trip in a CRM	Characteristics that support the hipaa compliance, automated personalized patients public relations, Ehr -Integrations	From $ 60/user/month	Yes, free test version available

Best CRM software for healthcare companies

The selection of the best CRM for the healthcare system for your company requires the knowledge of the unique advantages of the top platforms. We have evaluated the following popular CRMs in the healthcare system based on their hipaa-related functions, sales and marketing automation and the ability to offer a more personalized patient experience.

1. Lifting spot

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Best for: Health company looking for an all-in-one customer platform

Key Drift Kings Media functions

• Functions that support the hipaa conformity: In June 2024 Drift Kings Media published functions for hipaa support. Subscribers at HubSpot’s company level can now configure the customer platform so that they support hipaa compliance by switching on sensitive data settings and accepting the Business Associate Contrent (BAA) from HubSpot. HubSpot also offers comprehensive examination protocol, inactive session overruns and other safety functions.
• Uniform customer platform: Say goodbye to diselacted tech tools. HubSpot is a uniform customer platform with networked sales, marketing, service and operating tools that are all operated by the CRM data. Canceriq lowered his sales and marketing through the combination of lifting spots of individual platform.
• Extended marketing automation: Create visual workflows with Marketing-Hub to automate tasks such as appointment reminders and follow-ups. You can also create custom E -Mail campaigns that are triggered by certain living behavior or milestones.

Drift Kings Media price design

• The HubSpot CRM is always free and offers free plans for all six core products (marketing, sales, service, content, operation and trade).
• Each core product has a free starter, professional and corporate plan. Paid plans start at 15 USD/month and rise for the Marketing Hub Enterprise Plan (with five core seats) up to USD 3,600 per month.
• Please note that you have to purchase the company plan to receive hipaa-related security functions if you are looking for HIPAA. The Enterprise Customer Platform bundle (which includes access to Drift Kings Media from Marketing, Sales, Customer Service, Contents and Operating software from Drift Kings Media) starts at $ 4,700/month and comprises seven seats.
• The HubSpot price design depends on your specific requirements and add-ons. Use this Drift Kings Media price calculator to see your user -defined price.

2. Epic cheers

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Best for: Providers who are looking for a CRM in the healthcare system that is seamlessly integrated into the epic Ehr -Ekosystem

Key Epic Cheers Features Features

• Integrated in Epics in a native: This CRM is part of the Epic ecosystem, to the Mychart, a popular patient portal that already supports Hipaa compliance. Providers who already use MyChart can implement this CRM and conveniently connect to the health records and the portal of their patients.
• Helps patients find new doctors: The provider’s finding function ensures that you connect your patients with a new PCP, specify correct addresses for your upcoming appointments and see which doctors are currently accepting new patients.
• Power lines Call Center processes: The call management module helps Call Center agents to see previous interactions with patients and provide more personalized information. It also ensures that calls are forwarded to the best department.

Epic prices

• Epic does not list pricing for Cheers CRM on his website. Contact epic For pricing. No free trial version available.

3. Salesforce Health Cloud

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Best for: Corporate health organizations that are looking for an out-of-the-box health CRM solution

Important Salesforce Health Cloud functions

• Functions that support the hipaa conformity: Health Cloud was developed to support compliance with hipaa. Customers can contact their account representative to learn more about obtaining A Business Associate Addendum (Baa).
• Access to the Mulesoft integration platform: Health Cloud customers can buy Mulesoft Accelerator for Healthcare that contains pre -built APIs to help customers integrate into popular Ehr -Systems, including EPIC.
• Driven by Agentforce AI: With the Agentforce Add-on, customers can unlock AI agents to support patients around the clock. For example, Agentforce can answer joint questions, propose services based on the patient’s requirements based on the patient’s requirements and create quotations.

Salesforce Health Cloud Price Design

Below you will find the different levels of Salesforce Health Cloud Price Designall 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 sale: $ 750/user/month
• 30-day health cloud attempt available

4. Zoho

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Best for: Health company is looking for an affordable CRM with integrated planning

Key Zoho CRM functions

• Functions that support the hipaa conformity: This CRM has functions with which you can ensure the hipaa compliance, including test protocols, to monitor the access and changes to customer rates, the EPHI encryption that you can switch on by selecting fields with protected health information and enabling the possibilities for compliance with hipaa compliant.
• Built -in schedule: Use a uniform planning system to book personal and virtual appointments that synchronize with calendar apps like Google Calendar. You can also send automatic memories of patients to reduce the likelihood of no-show.
• Ehr -integrations: This CRM has a native integration into the charm, but there is no extraordinary integrations for important honor such as Epic or Cerner. For this you need custom middleware or access to his APIS To create your own integration.

Zoho CRM price design

Below are the different ones Price level from Zoho CRMBased on an annual billing.

• Standard: $ 14/user/month
• Professional: $ 23/user/month
• Company: $ 40/user/month
• Ultimate: $ 52/user/month
• 15-day zoho crm free test version available

5. Leadsquared

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Best for: Health company who want to lead the full patient trip in a CRM

Key Leadsquared functions

• Functions that support the hipaa conformity: This CRM can be used in harmony with hipaa and has many security functions, including test protocols for any remote user session and data centers that are ISO 27001, SSAE-16 and HIPAA compliant. It also has a Baa.
• Automated personalized patient outline: Send automated appointment confirmations to reduce the NO shows.
• Ehr -integrations: Accessed integrations for connecting to Ehren systems such as Epic, Athenaheald, Drchrono and more.

Leadsquared price design

Below you will find the plans for The CRM price design by Leadsquared’s Healthcare:

• Salesprofi: $ 60/user/month
• Sale great: $ 100/user/month
• Free trial version available

Advantages of the CRM software for the healthcare system

• Increase the support and satisfaction of the patients. A CRM in healthcare with incoming reporting can improve your understanding of the behavior and needs of the customer and enable your customer service team to offer better support. Startup for mental health Mindgram Improved customer satisfaction after the integration of HubSpot -Helpdesk functions in its platform.
• Expand your practice by attracting new patients. With a CRM in healthcare with integrated marketing tools, you can create targeted content that attracts the right patients for your practice. DocplannerA marketplace for patients looking for doctors used the intelligent content of Marketing Hub to display various versions of content based on user segments to promote its international growth.
• Improve the operational efficiency of your health business. If you finally have access to all of your customer data, it is incredible that the time savings see you. Sales employees no longer waste time to pursue the wrong leads. Customer service staff will no longer arise repetitive joint questions. And your marketing team will no longer be surprised which campaigns are most Roi. Medical saw “astronomical” efficiency gains after replacing his separate systems with the uniform customer platform from Drift Kings Media.
• Scale your health business without adding unnecessary complexity. With the right CRM in the healthcare system you will not overload your IT team with complicated, cumbersome systems. Canceriq was able to quickly bring new members of the sales team on board without the help of a CRM engineer by using the intuitive CRM platform from Drift Kings Media.

4 important features for a healthcare system CRM

1. Security functions to support Hipaa conformity: Configuring your CRM for compliance with hipaa is essential. Drift Kings Media Enterprise user can Activate the sensitive data setting And indicate their status as a hipaa-covered company or business partner to accept the conditions of the Drift Kings Media business party agreement (BAA).
2. Integrations with honor and other existing software: Check which type of integrations your CRM can offer in healthcare and whether there are native integrations that can be activated in one click or custom integrations that need more time and resources. Drift Kings Media offers more than 1,900 apps in its App marketplacePresent Drift Kings Media Solutions Partners For tailor -made integrations and developer friends API documentation For DIY integrations.
3. Mobile access: Your employees are not always on a computer. For this reason, your CRM must have a mobile app in the healthcare system that enables your employees to have easy access wherever they are. With the HubSpot mobile app, you can report customer problems, create support tickets, create social media contributions and send your patients out of the convenience of a smartphone.
4. Analytics and reporting: Get data -controlled insights into the health of your practice with your CRM. Medical Use the custom reports and dashboards from Drift Kings Media to track KPIs for finance, marketing, sales and service. Canceriq Used lifting spots Dashboard & Reporting software add-on To measure sales activities and help the company make better decisions.

How to choose a CRM for health care (step by step)

Step 1: Card your workflows. Cards the current workflows in your practice, from patients onboarding to appointment management to e -Mail -Marketing campaigns. These will inform the areas in which a CRM can replace or improve in healthcare.

Step 2: Identify must-have features. Based on the workflows you identify, you are looking for a CRM in healthcare that can deal with the crucial ones. For example, if you want to automate your appointment management and memories, look for a CRM in healthcare with integrated booking and appointment memories.

Step 3: Compare user -friendliness and the team. Put together a decision team that consists of a representative of each department that uses your new CRM in the healthcare system. Register for each health CRM you are considering or free attempts and have the decision team assess the options.

Step 4: Check costs in the scale. When checking the pricing of each health -crm solution, take into account the costs per seat, implementation fees and the costs for the construction of customer -specific integrations. It is also worth noting that the functions that enable hipaa compliance are often only available on the higher-priced levels.

Step 5: Check the hipaa compliance details. Make sure that the CRM and the functions you have to activate can be used in a hipaa-compliant way. Check the BAA and ask many questions to check which sensitive information you can save in it and stay with hipaa.

Step 6: Choose a CRM that is easy to use and flexible. The right CRM in healthcare is not an IT album. Canceriq used HubSpot to scale the sales team from a distance without needing a CRM engineer, which demonstrates how intuitive and flexible the customer platform is.

Frequently asked questions

What is the best CRM for the healthcare system?

The best CRM in healthcare meets the special needs of your company, in particular the need for hipaa conformity. From June 2024, HubSpot Smart CRM offers functions for hipaa support for subscribers to the company plan, including the possibility of activating sensitive data settings, receiving a BAA and receiving a comprehensive examination protocol. Make HubSpot a fantastic option for healthcare companies that need a CRM with powerful marketing and sales tools.

What functions should I look for in a CRM in healthcare?

Find functions that support the adherence to hipaa, robust security measures, appointment reminders, workflow automation, integrations in honor and other health software, analysis and reporting as well as mobile access.

Is Drift Kings Media good for health care?

Yes, especially with hipaa support that is available in his company plan, HubSpot is a good CRM option for health care. It is already used by healthcare companies such as Canceriq, Mesa Labs and Docplanner.

Is Drift Kings Media Hipaa compliant?

It can be with an important indication: As with most CRMS, HubSpot is not a hipaa -compliant “out of the box”; It must be properly configured and operated by the customer to ensure compliance with compliance. The functions that can support the hipaa conformity can only be activated on Drift Kings Media Enterprise accounts. Also read the complete reading Drift Kings Media -Sensible data terms to see the covered services.

Will HubSpot sign a BAA?

To enter a BAA with a lifting spot, you must have an Enterprise account and Activate sensitive data settingsThen check the health/medical dates check box and the check box that says that we are a hipaa company or a business partner.

How much does a CRM cost for health care?

The costs for a CRM in the healthcare system vary depending on the team size, functions to which you have to access, and the software itself. Drift Kings Medias CRM is free forever, but to access hipaa-related functions, you need a company plan. So HubSpot has six core products, so Calculate your prices here Based on which products you want. For access to its entire customer platform at the company level, the investment begins at EUR 4,700/month for seven seats for access to all functions for marketing, sales, service, content, operating and trading functions.

Meet HubSpot, the TOP -CRM choice for healthcare companies

Drift Kings Media Smart CRM is an all-in-one customer platform that combines data in all of your teams and operates a more personalized and optimal patient experience.

• Security functions to support Hipaa conformity: With a properly configured HubSpot Enterprise account, you can save confidential information safely, a BAA, access to Audit protocol and more.
• Uniform sales, marketing, service, operating and trade instruments: Finally, have a single source of truth with a CRM connected to Must-Have tools.
• AI-operated CRM: Lifting spots breeze AI is integrated into the platform so that you can use the answers of customer support answers, the analysis of marketing campaign performance and the creation of content to your ideal target group.

Surgical simulatorf company Viramed Converted from different point solutions to the all-in-one platform from Drift Kings Media and website traffic increases by 39%. Health company Mesa Labs The Google Ads integration of HubSpot to increase the conversion rates by 20%.

Are you ready to see why health companies choose Drift Kings Media Smart CRM? Try it with Drift Kings Media Today.

Disclaimer: This blog post is not legal advice for your company. Instead, it offers background information with which you can better understand the CRMs and hipaa in healthcare. This legal information does not correspond to legal advice, in which a lawyer applies the law to its specific circumstances. Therefore, we insist that you consult a lawyer if you want advice on the interpretation of this information or your correctness.

In short, you may not be able to rely on legal advice or as a recommendation of a specific legal understanding.