9 Best Healthcare CRM in 2023

Explore Carepatron’s guide to the best Healthcare CRM software of 2023, designed to enhance patient experiences and optimize healthcare practice management.

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Healthcare CRM
Healthcare CRM

Are you buried under a mountain of administrative tasks within your healthcare organization? Is there a growing need for a more streamlined approach to patient management and enhanced communication? This comprehensive guide introduces you to Healthcare Customer Relationship Management (CRM), a pivotal tool revolutionizing the healthcare industry.

Healthcare CRM is a specialized software system developed explicitly for healthcare providers. It efficiently manages patient interactions and data, simplifying your administrative duties significantly. But that's not all. A proficient Healthcare CRM dramatically boosts patient engagement, care, and satisfaction, promoting a patient-centric approach integral to modern healthcare. It is your indispensable companion for cultivating stronger patient relationships and augmenting health outcomes.

For a deep dive into this transformative solution, explore our resources on Healthcare CRM, including its role in chiropractic practice and its integration with electronic health records. Allow us to guide you toward seamless healthcare administration and superior patient care.

What Should You Look for in Free Healthcare CRM?

As you consider adopting a free Healthcare CRM, there are several critical features that your chosen system should possess to ensure optimal functionality and patient care.

  1. Accessible and Secure Patient Data: The heart of any Healthcare CRM is its capacity to securely hold and manage a wealth of patient data. This should encompass demographic details, a comprehensive medical history, and a record of interactions. This data enables personalized care that meets your patients' unique needs.

  2. Effective Communication Tools: A superior Healthcare CRM facilitates seamless communication with patients. Look for features like appointment scheduling, reminder notifications, and telemedicine support. These capabilities allow you to maintain consistent patient contact and streamline care delivery.

  3. Robust Analytics: Data-driven insights are key to enhancing patient engagement and satisfaction. Therefore, a CRM for healthcare should provide analytics tools that allow you to measure patient satisfaction levels, track engagement, and make informed decisions based on these metrics.

  4. Ease of Use and Integration: A user-friendly CRM can significantly improve your team's productivity. Ensure that the CRM you select has an intuitive interface and integrates seamlessly with other systems you use, such as Electronic Health Records (EHRs) and billing software. This integration allows for more efficient workflows and a unified patient information database.

  5. Adherence to Security Regulations: Given the sensitive nature of healthcare data, security is a paramount consideration when choosing a CRM. It should adhere to strict privacy and security regulations like the Health Insurance Portability and Accountability Act (HIPAA) in the United States, ensuring the safety of patient information.

A well-equipped, free Healthcare CRM like Carepatron ensures these key features are met and exceeded. Choosing the right CRM for your healthcare practice can streamline operations, enhance patient satisfaction, and improve healthcare outcomes.

The 9 Best Healthcare CRM Available in 2023

To help you find the right solution, we've reviewed the 9 best healthcare CRM software available in 2023. Let’s begin with Carepatron.

1. Carepatron

Carepatron is a robust healthcare CRM focusing on ease of use, comprehensive features, and affordability.

Carepatron Best Features

  • Electronic Health Records (EHR): Carepatron integrates seamlessly with EHR systems for easy access to patient data.
  • Telemedicine Features: The platform offers built-in video calling for convenient virtual appointments.
  • Secure Messaging: Communicate with patients securely and confidentially.

Carepatron Limitations

  • Limited integration with other billing software.
  • No mobile app is currently available.

Carepatron Pricing

  • $0/Month/user
  • $12/month/user (when billed annually)
  • $19/month/user (when billed annually)

Carepatron Reviews

  • Capterra: 4.5 stars (69 reviews)
  • G2: No review available

2. Zoho CRM

Zoho CRM

Zoho CRM is a robust and versatile tool, perfect for healthcare providers of all sizes.

Zoho CRM Best Features

  • Workflow Automation: Automates administrative tasks, saving time and reducing errors.
  • Multichannel Communication: Allows for communication via email, phone, live chat, and social media.
  • AI Assistant: Zia, the AI assistant, can predict trends and analyze patient interaction data.

Zoho CRM Limitations

  • The interface can be difficult for beginners to navigate.
  • Integration with third-party applications can sometimes be challenging.

Zoho CRM Pricing

  • Free
  • Basic:  $49 per user/month
  • Standard: $99 per user/month
  • Professional: $249 per user/month
  • Enterprise: Contact Zoho for a quote

Zoho CRM Reviews

  • Capterra: 4.3 stars (6327 reviews)
  • G2: 4 stars (2459 reviews)

3. Salesforce Health Cloud

Salesforce Health Cloud

This industry-leading CRM software provides comprehensive features for large healthcare institutions.

Salesforce Health Cloud Best Features

  • Patient 360: Gives a comprehensive view of patient profiles.
  • Interoperability: Seamlessly integrates with other healthcare systems.
  • Health Journeys: Personalized care pathways to improve patient experiences.

Salesforce Health Cloud Limitations

  • It can be expensive, particularly for smaller healthcare providers.
  • It may require significant time and resources to implement fully.

Salesforce Health Cloud Pricing

  • Many pricing options are available. Visit Salesforce’s website.

Salesforce Health Cloud Reviews

  • Capterra: 4.6 stars (5 reviews)
  • G2: 3.8 stars (38 reviews)

4. HubSpot CRM

HubSpot CRM

HubSpot CRM is an easy-to-use system with powerful patient engagement and marketing features.

HubSpot CRM Best Features

  • Contact Management: Keep all patient data organized and easily accessible.
  • Email Marketing: Engage patients with personalized emails.
  • Reporting Dashboard: Keep track of your performance with easy-to-understand reports.

HubSpot CRM Limitations

  • Advanced features may require purchasing additional HubSpot products.
  • Less robust for large healthcare providers compared to other CRM options.

HubSpot CRM Pricing

  • Free basic plan
  • Starts at $30/month

HubSpot CRM Reviews

  • Capterra: 4.5 stars (3,749 reviews)
  • G2: 4.4 stars (10,441 reviews)

5. Creatio


Creatio is a powerful CRM software for healthcare providers seeking high customization levels.

Creatio Best Features

  • Process Designer: Customize workflows to fit your practice.
  • Omnichannel Communication: Communicate with patients over multiple channels.
  • Case Management: Streamlines handling of patient inquiries and cases.

Creatio Limitations

  • Requires a steep learning curve to utilize its features fully.
  • The user interface can sometimes feel clunky and outdated.

Creatio Pricing

  • Starts at $25/user per month

Creatio Reviews

  • Capterra: 4.8 stars (95 reviews)
  • G2: 4.6 stars (446 reviews)

6. Copper


Copper is an ideal CRM for healthcare providers using Google Workspace.

Copper Best Features

  • Google Workspace Integration: Seamlessly integrates with Gmail, Calendar, Docs, and more.
  • Pipeline Management: Helps manage and track patient relationships and interactions.
  • Automated Tasks: Automates routine tasks to save time.

Copper Limitations

  • Limited customization options compared to other CRM software.
  • Does not offer advanced healthcare-specific features.

Copper Pricing

  • Basic: $23/month per user (paid annually)
  • Professional: $59/month per user (paid annually)
  • Business: $99/month per user (paid annually)

Copper Reviews

  • Capterra: 4.4 stars (571 reviews)
  • G2: 4.5 stars (1,110 reviews)

7. EngageBay


EngageBay offers an all-in-one CRM solution for small to medium-sized healthcare providers.

EngageBay Best Features

  • 360-degree Customer View: Provides a complete overview of patient interactions.
  • Email Marketing: Create, launch, and manage email marketing campaigns.
  • Appointment Scheduling: Simplifies the appointment booking process.

EngageBay Limitations

  • The user interface can be improved for better navigation.
  • Reporting and analytics are not as comprehensive as other CRM options.

EngageBay Pricing

  • Free basic plan
  • Basic: $8.99 per user/month
  • Growth: $29.99 per user/month
  • Pro: $49.99 per user/month

EngageBay Reviews

  • Capterra: 4.7 stars (514 reviews)
  • G2: 4.6 stars (198 reviews)

8. Nimble


Nimble is a simple, smart CRM system providing valuable patient interaction insights.

Nimble Best Features

  • Smart Contacts: Integrates patient data from multiple sources.
  • Social Listening: Provides insights into patients’ social media activity.
  • Activity Management: Tracks patient interactions and tasks in one place.

Nimble Limitations

  • May not be suitable for large healthcare providers due to scalability.
  • Limited integration options with non-Microsoft apps.

Nimble Pricing

  • $24.90/license per month

Nimble Reviews

  • Capterra: 4.4 stars (1874 reviews)
  • G2: 4.5 stars (986 reviews)

9. Pipedrive


Pipedrive is a sales-focused CRM ideal for healthcare providers looking to improve their patient acquisition strategies.

Pipedrive Best Features

  • Sales Pipeline View: Visualize and manage your sales process.
  • Activity Reminder: Automates follow-ups and appointment reminders.
  • Customizable Dashboards: Customize dashboards to track performance metrics.

Pipedrive Limitations

  • Limited functionality for managing patient care.
  • Some users report occasional software glitches and bugs.

Pipedrive Pricing

  • Essential: $12.50 per user/month
  • Advanced: $24.90 per user/month
  • Professional: $49.90 per user/month
  • Power: $59.90 per user/month
  • Enterprise: $74.90 per user/month

Pipedrive Reviews

  • Capterra: 4.5 stars (2863 reviews)
  • G2: 4.2 stars (1654 reviews)

Carepatron Healthcare CRM Software helps save you 1 day in admin every week

With Carepatron Healthcare CRM software, expect to reclaim valuable hours in your week—approximately an entire day typically spent on administrative tasks. Carepatron intelligently integrates administrative, clinical, and communication tools into one user-friendly platform, providing a comprehensive solution for your practice's needs.

From seamless scheduling to efficient documentation, Carepatron streamlines operations, promoting productivity and reducing administrative burden. Moreover, its sophisticated features facilitate patient engagement, enhance relationships, and promote improved healthcare outcomes.

By choosing Carepatron, you're not merely selecting a CRM tool but prioritizing quality patient care over time-consuming administrative work. Experience the revolutionary impact Carepatron can impact your healthcare practice and understand why it's recognized as the top choice for Healthcare CRM in 2023.

Transform your practice by signing up for Carepatron today.

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