Top 10 CRM Healthcare Software for Hospitals and Medicals

In the healthcare industry, managing sensitive patient data and providing superior customer service are paramount. However, as of 2021, U.S. healthcare services ranked only 44th in customer service. This discrepancy underscores the need for patient relationship management solutions to improve service delivery. One promising tool is healthcare Customer Relationship Management (CRM) software. As healthcare management realizes this, the market for healthcare CRM systems grows with projections exceeding $30 billion in 2030 (See Figure 1).

This article

• Explores the capabilities of CRM healthcare software
• Provides a benchmarking on the best healthcare CRM software in the market.

Source: Market Research Future

Figure 1. Valuation of healthcare CRM software

Top 10 CRM healthcare software solutions benchmarking

Vendor selection criteria

While determining the vendors to examine in our research, we narrowed our vendor list based on some criteria. We used the number of B2B reviews and employees of a company to estimate its market presence because these criteria are public and verifiable.

Therefore, we set certain limits to focus our work on top companies in terms of market presence, selecting firms with:

• 100+ employees
• 50+ reviews on review platforms including G2, Trustradius, Capterra
• at least one Fortune 500 reference

1- Creatio

2- Netsuite CRM

3- Salesforce Health Cloud

4- Zoho CRM

5- monday.com CRM

6- PatientPop

7- Zendesk for Healthcare

8- Kapture CX

9- Freshsales

10- insightly CRM

We have analyzed the vendors in terms of market presence and commercials (e.g., free trial & price). You can sort Table 1, for example, by the ratings.

Vendors	Employee size	Reviews	Free Trial	Price	Ratings* (out of 5)
Creatio	575	225	Available	Starts from $25 / month per user	4.6
Netsuite CRM	19,649	2523	N/A	Not provided	4
Salesforce Health Cloud	75,000	31	Available	Starts from $300 / month *billed annually	3.8
Zoho CRM	5,000	2,400	Available	Starts from $14 / month per user	4
monday.com CRM	1,747	598	Available	Starts from $10 / month per user	4.7
PatientPop	222	46	Available	Not provided	4.1
Zendesk for Healthcare	6,300	600	Available	Starts from $19/ month per user *billed annually	4.2
Kapture CX	360	106	N/A	Starts from $19/ month per user	4.3
Freshsales	7,500	1060	Available	Starts from $15 / month per user *billed annually	4.5
insightly CRM	138	868	Available	Starts from $29 / month per user *billed annually	4.2

*Ratings on software review platform G2.

Here, we also analyzed the capabilities and features of healthcare CRM tools. Since all vendors offer document management and 360° customer view capabilities, we didn’t include them in the table. You can sort Table 2, for example, by the quality of support.

Vendors	Deployment	Calendar	Automated notifications	Low-code no-code	Sales forecasting	Data compliance	Customer support	Quality of support* (out of 10)
Creatio	On-premise Cloud-based Mobile	Available	Available	Available	Available	GDPR, HIPAA, ISO / IEC 27001: 2013	Phone Support 24/7 Live Agent Chat	9.1
Netsuite CRM	Cloud-Based Mobile	Available	Available	Available	Available	GDPR	Phone Support 24/7 (Live Rep) Chat	7
Salesforce Health Cloud	Cloud-based Mobile	Available	Available	N/A	Available	GDPR, HIPAA, ISO 27001, ISO 27017, ISO 27018	Live Agent (with additional costs) Help Center	7.7
Zoho CRM	Cloud-based	Available	Available	Not provided	Available	GDPR, HIPAA	Phone Support 24/7 (Live Rep) Chat	7.5
monday.com CRM	Cloud-based Mobile	Available	Available	Available	Available	GDPR, HIPAA, ISO / IEC 27001: 2013	24/7 (Live Rep) Chat	8.8
PatientPop	Cloud-based	Available	Available	N/A	N/A	HIPAA	Phone Support Chat	7.6
Zendesk for Healthcare	Cloud-based Mobile	N/A / syncs with other tools	Available with additional costs	N/A	Available	GDPR, HIPAA	Phone Support 24/7 (Live Rep) Chat	8.5
Kapture CX	Cloud-based Mobile	Available	Available	N/A	Available	GDPR, HIPAA	Phone Support 24/7 (Live Rep) Chat	8.4
Freshsales	Cloud-based Mobile	N/A / syncs with other tools	Available	N/A	Available	GDPR, HIPAA	Phone Support 24/7 (Live Rep) Chat	8.9
insightly CRM	Cloud-based Mobile	Available	Available with additional costs	N/A	Available	GDPR, HIPAA	Phone Support 24/7 (Live Rep) Chat	8

*Ratings on software review platform G2.

Disclaimer:

The data is gathered from the websites of vendors. Please keep in mind that some vendors provide a variety of services (e.g., Salesforce), while some are only focused on CRM. That’s why, both their company size and the number of reviews may differ. If you believe we have missed any material, please contact us so that we can consider adding it to our article.

Healthcare CRM system’s capabilities to consider

Calendar

CRM systems often include scheduling features that allow healthcare providers to manage appointments and resource allocation. This includes scheduling patient visits, tracking the availability of doctors or medical staff, and organizing the use of medical facilities or equipment.

Automated notifications

CRM software can send automated notifications to both staff and patients. These can include appointment reminders, medication reminders, follow-up reminders after a visit, or notifications about test results. This feature aids in improving adherence to treatment plans and enhancing patient engagement.

Document management

Healthcare involves a lot of paperwork, from Electronic Healthcare Records (EHR) to regulatory compliance documents. A CRM can store, organize, and provide easy access to these documents, improving efficiency and reducing the risk of lost or misplaced information.

Low-code no-code development

Low-code no-code development in healthcare CRM systems allows for rapid, customized application development, reducing dependence on specialized IT teams. This empowers healthcare staff to create solutions specific to their needs, increasing operational agility. It also provides cost-efficiency by cutting down the costs associated with traditional software development.

Sales forecasting

This capability involves the delivery of healthcare services, which can predict the future demand for certain services or treatments. This way, healthcare providers make informed decisions about business processes such as:

• Resource allocation
• Budget planning
• Inventory management
• Lead management

360° customer view

This feature provides a comprehensive view of each patient, including their medical history, previous interactions with the healthcare provider, and personal preferences. This allows healthcare providers to personalize care and improve patient satisfaction.

Data compliance

Given the sensitive nature of healthcare data, the CRM solution must have robust security measures in place. This includes ensuring that patient-provider communications are secure and that patient data is protected.

Customer support

The healthcare service provider should evaluate the level of support provided by the CRM vendor. This includes technical support, training, and assistance with implementation and troubleshooting. Good vendor support can make a significant difference in the successful deployment and use of the CRM.

Transparency statement:

AIMultiple serves numerous tech companies, including Creatio.

If you need help in your vendor selection process, we can help:

Find the Right Vendors