13 Best Healthcare CRM Software for 2025 [Reviewed]

Pipedrive’s healthcare CRM provides tools to consolidate and access patient information when and how you need it.

I like its Kanban-style board, which gives complete visibility into where patients are in the treatment process, who’s attending them, and how long the treatment will last.

Especially in a collaborative setup involving multiple health professionals, it’s easy to follow up with patients and change ownership of deals between team members.

It surprised me how Denmark’s largest and oldest hospital improved patient service by adopting Pipedrive. Pipedrive is customizable to a limit, but you can rename, create, delete, and reorder stages and create multiple pipelines, depending on the treatment processes for different diseases.

“One outstanding feature is the visual pipeline, which gives a crystal-clear overview of the journey of each patient from intake to treatment completion. This visibility allows my team to address potential gaps proactively, such as missed follow-ups or overdue lab results.”

– Mariia Chabdaieva, CEO at Beauty by Experts Medical

Pipedrive Pricing

Pipedrive offers a 14-day free trial accompanied by five premium plans:

– Essential: $14/seat/month

– Advanced: $39/seat/month

– Professional: $49/seat/month

– Power: $64/seat/month

– Enterprise: $99/seat/month

Salesforce Health Cloud is the most secure and scalable CRM for large-scale healthcare organizations.

Unlike traditional EHR systems that often operate in silos, Salesforce Health Cloud emphasizes a holistic view of patient care.

It delivers connected patient experiences with quick access to patient data such as appointments, health conditions, medications, and data from electronic health records (EHRs) and other systems.

Use Salesforce Inbox and Einstein Activity Capture to document emails, calls, and other touchpoints with customers to turn them into actionable next steps.

Salesforce CRM Pricing

Salesforce CRM provides a 30-day free trial. It offers pricing plans for SMBs and enterprises, which are listed below.

– Enterprise: $325/user per month

– Unlimited: $500/user per month

– Einstein 1 Sales: $700/user per month

Zoho CRM for life sciences is a first-of-its-kind Omnichannel relationship management platform designed for medical professionals to improve patient engagement.

Compared to general CRM software, it’s secure and capable of handling documents such as prescriptions and test results while complying with the Health Insurance Portability and Accountability Act of 1996 (HIPAA).

I would give brownie points to Zoho’s Route IQ extension, which helps me find HCPs and HCOs nearby, calculate distances, and plan field visits in advance.

My two cents: With sales automation functions, native integrations, and mobile accessibility, Zoho CRM is a customizable and affordable solution for on-field health professionals.

Zoho CRM Pricing

Zoho CRM is free for up to three users and essentials like lead and contact management, documents, standard reports, and mobile apps. However, Zia and advanced CRM features are only available at premium subscriptions:

– Standard: $14/user/month

– Professional: $23/user/month

– Enterprise: $40/user/month  (Zia – AI Assistant)

– Ultimate: $52/user/month

Microsoft Dynamics 365 offers a suite of CRM tools to deliver exceptional patient experiences.

You can create personalized dashboards, monitor operational metrics, automate reminders and follow-ups, customize workflows, and use AI (Copilot) – all while optimizing the workforce for operational efficiency.

Dynamic 365 integrates well with MS Teams and other Microsoft 365 apps. I’d recommend this CRM if you’re already part of Microsoft’s app ecosystem.

See how Team Rubicon, a veteran-led humanitarian organization, looked to Dynamics 365 Copilot to personalize outreach faster and more effectively.

Microsoft Dynamics 365 Pricing

Microsoft Dynamic 365 Sales is available for a 30-day free trial. Post which, you can continue with paid plans:

– Professional: $65/user per month

– Enterprise: $105/user per month

– Premium: $150/user per month

Veeva is a cloud-based customer relationship management software for biopharma, consumer, and animal health companies. It’s trusted by top pharma brands such as Abbott, Pfizer, Immedica, RevMed, and more.

This is a great CRM if your workforce is into field visits. It comes with a built-in geo map, making it easy to plan schedules. Or, if you deal in telehealth services, Vault provides call reports and interaction details from every call.

Vault CRM enables key capabilities such as customer profiling, content sharing and management, territory and account planning.

It is accessible online via browser and desktop application or with full offline support on the iPad, iPhone, and Android.

WebMD Ignite provides the most up-to-date healthcare educational materials and videos for patients and care teams without requiring a major technical investment.

It offers tools for patient education, referral growth targeting, and analytics that help identify opportunities for engagement and revenue growth.

Besides, WebMD Ignite has the largest repository of healthcare databases, with 1.4B records and 415 EMR integrations. You can access 25,000+ clinically-reviewed educational articles, images, interactive tools, and videos.

Positioned as an all-in-one HIPPA-compliant healthcare CRM, LeadSquared has gathered decent attention from G2, Capterra, Nascom, and other reputed sources.

It is excellent at automating back office processes –acquisition, intake, and engagement– from one hub. All communications with patients are via HIPAA-compliant text messages, email, WhatsApp, chatbots, or phone calls. Integrated IVR for one-click calling is a big plus.

LeadSquared mobile-first approach equips your field staff with a mobile CRM, where they can assign tasks, suggest routes, and track patient’s status while on the go.

LeadSquared Pricing

LeadSquared does not offer a free version. However, you can book a free demo. And if it fits, you can choose from its paid plans:

– Sales Pro: $25/user per month

– Sales Super: $50/user per month

Positioned as the best low-code health CRM software, Creatio helps you capture and manage leads and their 24/7 interactions with your healthcare professionals.

You can digitally store patient data or documents and track connections between accounts in the organizational structure. Use a detailed activity log to see where patients are involved and the interactions between your employees and the patients.

I like how Creatio automatically verifies incoming data, creates new contacts, and guides you throughout patient management.

In addition, Creatio combines all key AI patterns–Agenctic, Generative, and Predictive–into a cohesive CRM. I was impressed by its AI command center, which allows managing active AI skills and uses natural language processing to create and deploy new AI skills.

Creatio CRM Pricing

Creatio offers a 14-day free trial with premium subscriptions:

– Growth: $25/user per month [For SMB clients]

– Enterprise: $55/user per month [For corporate and enterprise needs]

– Unlimited: $85/user per month [For advanced enterprise scenarios]

BestNotes is on a pricer end but offers an attractive relationship management software for managing behavioral health and addiction treatment.

I loved its extensive document library. It has ready-to-use clinical documentation for pre-screen tests, intake assessments, psychiatric evaluations, and more. All documents comply with CARF and local standards and are automatically updated for you.

An online patient portal lets patients and nurses independently register applications and complaints and obtain necessary documents. Every application or query on the portal is automatically populated in BestNotes, eliminating double work.

You can also white-label these documents for your branding. With built-in billing software, it’s easy to create invoices, receive payments, or customize the patient ledger to track ongoing charges and fees.

BestNotes Pricing

BestNotes has straightforward pricing starting at $57/user/month. Also, it charges $100 for a setup fee.

FreeAgent CRM is the #1 user-rated CRM platform in the life sciences and healthcare industry by legacy reviewers like G2 and Capterra.

It is the most minimalistic, simple, yet complete health CRM software. It’s specifically designed for clinics, life sciences, biotech, pharmaceutical, and healthcare organizations that deal with PHI.

You can schedule and log meetings, store medical records, automate workflows, and send out campaigns—it’s easy to automate actions based on triggers like new leads, email opens, or status changes.

FreeAgent has robust built-in reporting. It automatically measures what matters, understands performance, and gains insights at a glance.

Besides being a HIPAA and BAA-compliant CRM, FreeAgent also includes encryption, access controls, audit trails, and secure data storage to ensure the security and privacy of PHI.

FreeAgent CRM Pricing

FreeAgent CRM, as the name suggests, offers a generous free version. Other than that, it has two paid plans:

– Professional: $75/user per month

– Enterprise: $150/user per month

Keap is best for health coaches and wellness professionals who want to automate mundane tasks and deliver consistent patient communication.

Your Keap app is equipped with HIPAA security controls so you can store, transmit, and process PHI with peace of mind.

Both the desktop and mobile apps have a native appointment scheduler and calendar integration, making appointment scheduling simple and quick. You can capture leads using custom lead forms and landing pages. Then, let Keap organize and segment contacts automatically based on your set criteria.

Depending on your contact list, you can trigger personalized follow-ups for a particular segment or execute an email blast using pre-built follow-up email templates for health and wellness businesses.

“Our practice uses Keap, which has allowed us to efficiently manage client information, schedule follow-ups, and maintain consistent communication, ensuring no one slips through the cracks during critical moments in their recovery journey.“

– Clint Kreider, LMFT with Harmony Junction Recovery

Keap Pricing

Keap offers a one-off plan at $249 per month for two users with a limit of 1500 contacts.

Keona Health CRM, Caredesk, is designed to eliminate complexities in digital healthcare or telehealth services.

It uses the power of AI to achieve 100% scheduling accuracy and streamline operations without compromising user experience. You can create self-serve patient portals or customize AI agents to perform any defined task. A beautiful AI-powered interface guides you through every step very swiftly.

Keona integrates with existing healthcare workflows and call center apps, improving the patient journey from initial contact to appointment scheduling and follow-up care.

Since 2021, Innovaccer has been the only vendor to win 4 Best-in-KLAS awards for Data & Analytics Platform, Population Health Management, and CRM categories.

By leveraging a robust Data Activation Platform, Innovaccer integrates data from various sources to create a comprehensive view of patient and provider information.

Without compromising quality, it facilitates the cleaning and organization of raw data, making it accessible for analysis.

Innovaccer leverages machine learning-based algorithms to predict consumer behavior, identify high-risk patients, and prioritize outreach efforts for maximum impact.

Its AI model, Sara AI, is well-trained in medical literature and can be customized to produce more accurate and relevant results. You can ask questions, gather insights, or predict outcomes via simple text prompts.