It has become quite integral to manage patient relationships while also providing quality care in healthcare facilities. With high expectations of patients seen particularly in the past decade that has also encouraged a rapid surge in digitalization. As a result, more facilities are now adopting customer relationship management (CRM) tools to build a good rapport with the patients, increase client retention rate, and improve their experience.
According to recent reports, the global healthcare CRM market is expected to reach $37.09 billion by 2032, growing at a 9.19% CAGR. This shift is predominantly driven by increasing patient engagement initiatives, digital transformation, and automation in healthcare services.
In this guide, we will share some of the best CRM for medical practice so that we can find the best one for your facility. We have analyzed these platforms to see their core features, pricing, and pros and cons.
Best CRM Platforms For Medical Practices | |||
CRMs | Rating | Features | Price |
HubSpot CRM | 4.6 | Contact management, care coordination, patient management
| Starts free, paid plans offer custom pricing |
NetSuite | 4.1 | Customer relationship management, integrated budgeting and forecasting, compliance and security | Custom pricing |
Salesforce | 4.8 | Intelligent appointment management, integrated care management, integrated document automation | Starts from $350/user/month (Billed annually)
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Innovaccer | N/A | Referral management, care management, provider engagement | Custom pricing |
Zendesk | 4.5 | Collaborative tools, security and compliance, analytics and dashboard | Starts from $25/agent/month |
Creatio | 4.6 | Segmentation, contact and account management, omnichannel communication management | Starts from $25/user/month |
Onpipeline | N/A | Appointment booking, mobile access, invoicing | Starts from $25/user/month |
HubSpot CRM software enables healthcare professionals to deliver personalized patient care efficiently. Hospital administration and outpatient care management team can manage, engage, and nurture relationships with existing and potential patients by using this tool. It gathers, stores, and updates patient and medical information digitally while also monitoring patient care pipeline to keep track of follow-ups.
Key Features
Contact Management: The software allows users to collect patient information such as historical data, appointment details, and contact details to create a profile in order to tailor the services accordingly
Care Coordination: HubSpot CRM enables healthcare practices to collect and organize essential information while also coordinating care delivery
Patient Management: Healthcare CRMs combine all the patient information from different channels such as emails, patient portals, and phone calls into one platform so that practitioners can communicate efficiently with each patient
Pros And Cons
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Pricing
HubSpot CRM offers multi-tiered plans with a free starting point that offers all popular CRM features without requiring any credit card. This includes:
- Free – Free (No credit card required)
- Starter – Custom pricing
- Professional – Custom pricing
- Enterprise – Custom pricing
Disclaimer: The pricing is subject to change.
NetSuite’s CRM enables companies and healthcare facilities to manage interactions to manage communication with existing and potential customers, partners, and suppliers – all from a single platform. It improves their visibility, minimizes complexity, and remains agile. NetSuite has been attested by an independent auditor for conformance to the HIPAA Security and Privacy Rule. The software helps support organizations in need to manage their business while protecting patient information.
Key Features
Customer Relationship Management: NetSuite provides healthcare organizations a repository of customer interaction in various business models environments while enabling superior service quality and providing a complete customer view
Integrated Budgeting And Forecasting: The platform provides collaborative budgeting, planning, and testing model capabilities. These functionalities are integrated with core financials to drive strategy, planning, and execution
Compliance And Security: NetSuite is third-party audited for HIPAA and includes tools such as Compliance 360 to track company user interactions with customer records. Its IP address-based restrictions help protect sensitive patient information and strengthen financial controls
Pros And Cons
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Pricing
NetSuite offers custom pricing that may vary based on modules, user count, and implementation cost.
Salesforce offers a specialized CRM that helps healthcare and life sciences practitioners to drive engagement and grow relationships with ‘Agentforce’. The platform improves patient outcomes with connected care plans by providing AI agents that augment human workforce. With its compliant and integrated apps, organizations can increase productivity and access various types of treatment plans – all from a unified platform.
Key Features
Intelligent Appointment Management: The platform simplifies scheduling and improves patient satisfaction with Agentforce. This artificial intelligence (AI) tool enables service representatives and patient to review, book, modify, or cancel appointments to reduce no-shows
Integrated Care Management: Practitioners can use care plans provided by the software to deliver optimal treatment. They can benefit from the information related to account social determinants and assessments to align with industry guidelines
Integrated Document Automation: The platform helps streamlining document intake and processing with end-to-end routine framework, classification, and multiple-entity support
Pros And Cons
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Pricing
Salesforce Healthcare & Life Sciences offer Health Cloud multi-tiered plans which are billed anually. This includes:
- Health Cloud Enterprise - $350/user/month
- Health Cloud Unlimited - $525/user/month
- Health Cloud Agentforce 1 For Service - $750/user/month
- Health Cloud Agentforce 1 For Sales- $750/user/month
The platform also offers a 30-day free trial period on Health Cloud plans.
Disclaimer: The pricing is subject to change.
Innovaccer is an all-in-one AI enabled cloud designed for healthcare providers. It is used to improve patient outcomes, drive patient engagement, and reduce administrative burden. The AI-assisted insights help practitioners at the point of care and unifies patient and provider information into a single record.
Key Features
Referral Management: The software offers AI referral management solution that helps reducing no-shows and helps users digitize and standardize incoming referrals from sources such as fax and electronic health records (EHR)
Care Management: The AI-supported care management provided by Innovaccer empowers care managers to focus more on patient treatment by delivering personalized care. It uses advanced AI to automate documentation, generate care insights, and predict patient risk
Provider Engagement: The platform enables providers in transforming fragmented patient data into collaborated care delivery. It helps population health and value-based care (VBC) teams improve gap closure rates, network performance while also reducing documentation time
Pros And Cons
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Pricing
Innovaccer offers flexible pricing model that depends on company’s requirement, size, and implementation time.
Zendesk Suite equips healthcare facilities with secure, streamlined, and personalized customer service that engages employees and promotes quality experiences across the system for payers, providers, and vendors. The platform integrates essential information from EHRs, medical devices, and appointment details to deliver optimal support.
Key Features
Collaboration Tools: The platform turns insights into action by providing teams with a complete view of customer data. It also offers communication tools to streamline projects to make the job easier. Each team can work together to provide a better experience to customers and patients at every touchpoint
Security And Compliance: Zendesk offers state-of-the-art security features to help develop healthy patient relationships. It includes role-based permissions and an efficient documentation system while being HIPAA and HDS compliant
Analytics And Dashboard: Practitioners and providers can benefit from the software’s powerful analytics to plan and make informed decisions related to patient care. The dashboards analyze the patient journey and help build custom chart to measure essential components for the organization
Pros And Cons
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Pricing
Zendesk offers multi-tiered plans with a free trial of 14 days. The pricing plans are as followed:
- Support Team - $25/agent/month
- Suite Team - $69/agent/month
- Suite Professional - $149/agent/month
- Suite Enterprise - $219/agent/month
Disclaimer: The pricing is subject to change.
Designed for multiple industries including pharma, Creatio automates workflows and CRM with no-code. It adapts to practice's needs and allows them to customize workflows without requiring technical expertise. It excels in process automation while managing everything from appointment scheduling to billing follow-ups. Creatio’s flexibility enables facilities to reduce administrative work while improving patient care coordination.
Key Features
Segmentation: Look for and reach out to the right healthcare professionals (HCPs) and healthcare organizations (HCOs) to provide personalized communications and develop effective campaigns for each segment
Contact And Account Management: By using Creatio, users can easily access information about HCOs and HCPs in one place. They can also reach out to the customers through several channels and make sales pitches
Omnichannel Communication Management: Targeted users can utilize all communication tools in a single interface for more convenient and fast work. They can initiate communication through the channels of customers’ choice – phone, emails, messengers, or Self-Service portal
Pros And Cons
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Pricing
Creatio offers straightforward pricing with multi-tiered plans. It also offers a 14-day free trial period. The plans include:
- Growth - $25/user/month
- Enterprise - $55/user/month
- Unlimited - $85/user/month
Disclaimer: The pricing is subject to change.
Onpipeline offers healthcare and medical service providers efficient software to manage patient interactions, ensure compliance, and reduce administrative workload. The platform is HIPAA-compliant and meets the physical and technical safeguards. Onpipeline provides API and widgets to organizations that may want to integrate their healthcare CRM to EHR. The platform automates and simplifies processes across front and back-office and saves time on recurring tasks.
Key Features
Appointment Booking: Onpipeline offers a tool for appointment booking to help customers and staff with booking and their management. They can easily access any relevant information and make changes to it if required
Mobile Access: The software offers a mobile application that can be accessed from anywhere, anytime. Users can find all the information relevant to the deals and contacts and stay updated on them before contacting the customers
Invoicing: Onpipeline offers fully integrated invoicing software that allows users to create multilingual and multicurrency invoices and send them instantly. They can also send reminders or notices and record payments while keeping track of the status of drafts, paid and unpaid invoices
Pros And Cons
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Pricing
Onpipeline offers transparent pricing with a free 30-day free trial period. The plans include:
- Pipeline - $25/user/month
- Standard - $39/user/month
- Advanced - $58/user/month
Disclaimer: The pricing is subject to change.
Each medical practice and healthcare facility has their own unique needs and requirements. Some might need integration with EHR while some require full-fledged CRM features to help with administrative workflow and patient experience.
Whether you are an organization of small team or running a large healthcare facility, the best CRM for medical practice can help improve patient relationships, compliance and security, and enhance data accessibility.