Give your patient and client relationships a shot in the arm with the best healthcare CRM solutions in the US
Whether you’re in private practice or are making decisions at a government-owned hospital, people will always be at the heart of what you do. But the healthcare system can be manic. And with so much on your plate, how do you make sure your patients are getting the individual attention and service they deserve?
That’s where a Customer Relationship Management (CRM) tool comes in. It helps you better understand your patients. It’ll keep all your staff on the same page, and make sure you stay on top of the treatment cycle. You’ll have all your contact info in one place, while breathing easy knowing your CRM is fully HIPAA (Health Insurance Portability and Accountability Act) compliant.
CRM systems bring big benefits for your healthcare business. Whether it’s managing your relationships with patients or your referring medical organizations, a CRM tool makes it simple. Dive into the table below for expert reviews of the best healthcare CRM software in the US, or skip ahead to our expert verdict.
The Best CRM Systems for Healthcare are:
Best CRM Software for Healthcare Industry
|Salesforce Health Cloud||Zendesk Sell||BestNotes||Influx MD||HIPAA CRM|
|Best for||Patient Management||Sales and Team Management||Medication Management||Medical Email Marketing||Ease of Use|
|Monthly price (from)||$300 per user||$19 per user||$50 per user||$17 (up to five users)||$29.95|
|Learn more||Salesforce review||Zendesk Sell review||BestNotes review||Influx MD review||HIPAA CRM review|
Salesforce Health Cloud
Best for Patient Management
Salesforce Health Cloud is feature-rich, industry-leading CRM software for healthcare. Its intelligent approach to patient management promises to help you “understand the person behind the patient.” You can create personalised journeys for your patients, improving their loyalty and engagement.
Plus, you can do it from any of your devices, enjoying a smooth, slick interface that could be from the future. And, while we admit it’s expensive, the amount of features you get makes Salesforce’s Health CRM more silver lining than cloud.
Read our Salesforce CRM Review 2020.
- Easy to use, with a pleasant visual interface
- Patient health timeline displays key information in a logical way
- Powerful analytics and real-time reporting
- Expensive, especially when compared to some of the other healthcare CRM options on the market
Salesforce Health Cloud also makes it easy to collaborate across the healthcare ecosystem. It puts everyone on the same page, and takes the confusion out of referrals. What does that mean for you? Smoother communication across teams, and more time spent prioritising the experiences of those in your care.
There’s an old saying – “You get what you pay for” – that we’re pretty sure was coined to describe Salesforce’s pricing. While Salesforce Health Cloud does bring huge brand backing and a range of top features to the table, it’s also some of the most expensive healthcare software money can buy.
There are two packages: the ‘Health Cloud Enterprise’ package will set you back $300 per user, per month; the ‘Health Cloud Unlimited’ plan costs $450, but comes with 24/7 toll-free support, plus expanded data storage.
|Health Cloud Enterprise||Health Cloud Unlimited|
|$300 per user, per month||$450 per user, per month|
Best for Medication Management
Indiana-based BestNotes is healthcare CRM software specialising in the substance abuse and behavioral health industry. Its patient portal is a handy, HIPAA compliant place to store contact data for your patients and their families. And its patient calendar is a hassle-free way of keeping tabs on appointments and tracking the no-shows.
- Monthly contract and no upfront fees
- Manage your patient and client relationships from anywhere with handy mobile app
- Intuitive task management tool lets you assign work to yourself and your team with ease
- Not as cost-effective for businesses with fewer users
But what we like the most is BestNotes’ simplified medication management. Its in-built e-prescription technology makes sending scripts to the pharmacy easier than ever. This means quicker, simplified processes for you, and more time to grow your business.
For the first ten users, BestNotes will cost you $50 each, per month. For each extra user on top of that, you’ll pay $20 per month. After a hundred users, each new one will cost a monthly fee of $10. It makes BestNotes a bit pricey for smaller businesses, but if you’ll be needing a large amount of users, then it’s a strong option!
|1-10 users||11-100 users||100+ users|
|$50 per user, per month||$20 per user, per month||$10 per user, per month|
Best for Sales and Team Management
Zendesk Sell is another big name on the list, providing polished, proven and powerful CRM software for the healthcare industry. As the name suggests, Zendesk Sell’s speciality is in equipping healthcare businesses with the tools they need to grow their business – through more sales.
Whether you’re an online pharmacy, sell medical supplies on the road, or just looking to reach more clients for your practice, Zendesk’s CRM can give you the boost you need.
- Transparent pricing plan
- Good-looking email templates for medical email marketing campaigns
- Offline access available
- Less tailored to the specific needs of the healthcare industry as some of the other CRM software solutions here
Zendesk Sell is CRM software that can be as mobile as you want it to be, and as flexible as you need it to be. Send emails, manage your deals, and secure relationships with patients and clients, all from your smartphone or tablet. Just what the doctor ordered!
Zendesk Sell CRM has a four-tiered pricing plan, starting from a reasonable $19 per user, per month. While those tiers quickly become expensive, we find you don’t need to plump for the pricier plans. The ‘Team’ package boasts a full featured mobile CRM, plus email integration.
|Zendesk Sell Pricing|
|$19 per user, per month||$49 per user, per month||$99 per user, per month||$199 per user, per month|
▶ Read more: Best CRM for Sales Teams 2020
Best for Medical Email Marketing
Influx MD brings a powerful suite of healthcare industry-specific tools to your business. Influx MD’s CRM empowers you to provide the highest level of service to your clients, patients, and leads. It offers secure, industry-compliant communication. It also comes with a self-service support portal, so your customers can get what they need – even out of hours.
- Secure, HIPAA compliant forms help with insurance and authorization
- Facebook and email integration let you manage everything from one place
- Range of pricing plans offer flexibility
- Pricing structure means it’s not as suitable for larger businesses with big contact databases
Best of all, Influx MD offers superb tools for crafting gorgeous, engaging emails and sending them in bulk. You can win new customers and make sure your current ones stay engaged with targeted marketing, with the healthcare CRM’s smart analytics showing you what’s worked. This means your business can continue adapting its approach, and – like your patients – keep getting better.
Influx MD has four levels of pricing. The amount you can expect to pay will depend on the number of contacts you want to store, as well as the depth of features you’ll need. You can also stand to save around 15% if you choose annual, rather than monthly, billing.
|Zendesk Sell Pricing|
|Lite (up to 5 users)||Pro (up to 25 users)||Advanced (unlimited users)||Enterprise (unlimited users)|
|$17 per month||$64 per month||$106 per month||$213 per month|
Best for Ease of Use
The wildcard of the list, HIPAA CRM is a lesser-known option. But as far as CRM software for healthcare goes, it’s a compliant, effective, and no-nonsense approach to managing your business’ relationships. HIPAA CRM software offers a range of rich reporting tools; you can monitor your treatment staff, and provide extra training where needed.
Granted, the interface can look a little basic at times. But in terms of simplicity and ease of use, HIPAA CRM is a value-for-money solution that’ll get the job done.
- Cost-effective and powerful CRM tool for healthcare industry
- Manage medical sales, revenue and figures in real-time
- Customisable to the unique needs of your healthcare business
- Visually, this CRM software is a bit basic – think back to that computer you had back in 2003!
As the name suggests, the HIPAA CRM support team will help you stay compliant with the right legislation. So you can focus on managing your patients, sales, and client relationships, and worry less about the legal stuff.
HIPAA CRM will cost you $29.95 per user, per month, which is a little more than some of the other options here. However, it also offers the option to try before you buy, which we like!
All the CRM software providers for the healthcare industry we’ve listed here have unique selling points. Did you like HIPAA CRM for its scaled back, straight-shooting ease of use? Or prefer BestNotes’ approach to prescription management? Whatever your healthcare business’ needs are, there’s a CRM option you can benefit from.
However, not all healthcare CRM software is created equal. Through our research, it was Salesforce Health Cloud that stood out – perhaps not for price, but for inspired design, rich features, and a firm focus on patient care and customer service. Plus, our research says it’s also one of the best CRMs for small businesses. What’s not to like?
That said, it’s not always that easy; the healthcare CRM that’s right for you depends on the size and unique needs of your business. Luckily, there is an easy part – filling out our short form to get tailored, industry-specific CRM quotes for your healthcare business. It only takes a minute, and doesn’t cost a dime.
What is a healthcare CRM system, and who uses them?
CRM is software that allows businesses to store key information about their customers. We’re talking sales, deals, prospects, clients… the lot. Healthcare CRM does this, but is geared towards businesses that operate in the healthcare industry.
That could be hospitals, government healthcare organizations, private practices, clinics – you name it. It could also refer to more sales-oriented businesses trading in medical supplies, pharmaceuticals, or health insurance. Patient information can be stored securely, and the treatment cycle tracked the whole way.
Wherever your business sits in the US healthcare industry, a CRM acts as a central hub for all your people-focussed information. It helps open up the communication channels within your team. With the right healthcare CRM, you’re in a better place to keep your patients engaged, acquire new clients, and grow your business.
A CRM system can also boost your revenue. Yep, that’s right; in fact, we’re pretty certain there are at least five ways a CRM can maximize your profits.
Healthcare CRM software also integrates with the best hospital phone systems, so you can combine your communication channels, and never miss a call or email
What is HIPAA and how do I stay compliant?
HIPAA (Health and Insurance Portability and Accountability Act) is legislation passed in the US in 1996. Its job is to set a standard for data privacy around medical information. If your business deals with any of this sensitive data, the HIPAA says you’ve got a responsibility to protect it.
CRM software, by its very nature, handles peoples’ data. Thankfully though, all the software in the list above is HIPAA compliant. Yep – they’ll help handle the legal side of things, which we think is pretty handy – especially considering the penalty for not complying can be up to $100,000!