The Best CRM Software for Healthcare

crm for healthcare

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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.

What are the top 4 CRM systems for healthcare?

  1. Salesforce Health Cloud – Best for patient management
  2. Zendesk Sell – Best for sales and team management
  3. BestNotes – Best for medication management
  4. Influx MD – Best for medical email marketing

These are the best providers according to our research. Clicking on any of the above links will take you to the provider’s website.

The Best CRM Software for Healthcare

Give your patient and client relationships a shot in the arm with the best healthcare CRM solutions in the US. After extensive research, these are our expert picks for the best CRM systems for the healthcare industry.

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Salesforce Health Cloud

Zendesk Sell


Influx MD

Best for

Patient management

Best for

Sales and team management

Best for

Medication Management

Best for

Medical email marketing

Starting Price

$300 per user

Starting Price

$19 per user

Starting Price

$55 per user

Starting Price

$150 per user

Free Trial
Free Trial
Free Trial
Free Trial
Try Salesforce Try Zendesk Sell

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.


  • 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.

Salesforce Health Cloud Pricing
Health Cloud EnterpriseHealth Cloud Unlimited
$300 per user, per month$450 per user, per month
Choose the right healthcare CRM solution for your business

Zendesk Sell – 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

BestNotes – 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 $55 each, per month. For each extra user on top of that, you’ll pay $22 per month. After a hundred users, each new one will cost a monthly fee of $11. 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!

BestNotes Pricing
1-10 users11-100 users100+ users
$55 per user, per month$22 per user, per month$11 per user, per month

You’re over halfway through our list of the top 5 CRM systems for healthcare businesses in the US. Time to start comparing quotes?

Simply hit one of the buttons below to start our quick questionnaire. It takes just 30 seconds to do, and by telling us more about your business’ specific requirements, we can help ensure that you receive the best, most personalized rates on healthcare CRM software.

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Influx MD – 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 three 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.

Influx MD Pricing
$150 per month$250 per month$450 per month

These prices are based on a contact limit of 5,000. If your business is looking to store up to 25,000 contacts in your CRM’s database, you can expect to pay monthly fees of $350 for Influx MD’s ‘Professional’ plan, $450 for the ‘Advanced’ version, and $650 for its ‘Enterprise’ tier.

Save money on your next healthcare CRM system

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 receive tailored, industry-specific CRM quotes for your healthcare business. It only takes a minute, and doesn’t cost a dime.

How We Test CRM Systems for Businesses

We tested 13 market-leading CRM systems to evaluate them in terms of functionality, usability, cost, scalability, and more so we can make the most useful recommendations to US businesses.

Our rigorous testing process means these products have been scored and rated in six main categories of investigation and 13 subcategories – in fact, we covered 84 areas of investigation in total. We then gave each category score a ‘relevance weighting' to ensure the product's final score perfectly reflects the needs and requirements of Expert Market readers – and that's our product testing algorithm in a nutshell!

Our main testing categories for CRM systems are:

Features: the functionalities and capabilities provided by the CRM software, such as contact management, lead and opportunity tracking, and task and activity management.

Help and Support: the resources and assistance available to users when they encounter issues or require guidance while using the CRM software.

Customization: the ability to tailor the CRM software to suit the specific needs and processes of the organization, e.g. customizing fields, layouts, and workflows.

Scalability: the ability of the CRM software to accommodate the growth and changing needs of the organization, such as the capacity to handle a growing customer database.

Price: the cost associated with using the CRM software. It includes factors such as licensing fees, subscription plans, and additional charges for add-on modules or features.

Team Structure – Sales CRM: determining if a platform makes it easier to manage large sales teams, including team dashboards, team hierarchies, and team inboxes.

Usability – Small Business CRM: assessing the simplicity of the interface, the ease of navigating through menus and options, and the overall user experience.


Frequently asked questions

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.

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!

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It takes just 30 seconds...
Written by:
Rob Binns
Rob writes mainly about the payments industry, but also brings to the table industry-specific knowledge of CRM software, business loans, fulfilment, and invoice finance. When not exasperating his editor with bad puns, he can be found relaxing in a sunny (socially-distanced) corner, with a beer and a battered copy of Dostoevsky.
Reviewed by:
James thinks all businesses can improve if they use the right technology. At Expert Market, he utilises his 4+ years experience as a researcher to offer specialised advice on a wide range of categories from CRM to Fleet Management.