CRM Software for Healthcare

What is a Healthcare CRM?

Healthcare CRM, often known as an HCRM or medical CRM, is a customer relationship management system designed to manage the patient data such as visits, medical history, prescriptions, bills, etc. CRM for healthcare aid in the impr... Read Buyer’s Guideimg

Best Healthcare CRM Software

(Showing 1 - 10 of 28 products)

Most PopularNewest FirstTop Rated Products
Salesforce CRM

Salesforce CRM

Brand: Salesforce


4.5 out of 5

(18 user reviews)

Salesforce CRM is a CRM software for any organization using which they get a comprehensive view of individual customers and their daily activities. The so... Read More About Salesforce CRM img


Kapture CRM

Kapture CRM

Brand: Adjetter


4.3 out of 5

(2 user reviews)

Kapture CRM is a customer relationship management software loaded with numerous features that are beneficial for the sales teams or organizations solely... Read More About Kapture CRM img

Price On Request

Deskera CRM

Deskera CRM

Brand: Deskera


4.5 out of 5

(63 user reviews)

Deskera CRM (customer relationship management) is an all-in-one online platform to help businesses sell more online. Quickly capture leads, convert them t... Read More About Deskera CRM img

₹7,188 User/Year

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Meshink CRM

Meshink CRM

Brand: Indian Mesh Pvt Ltd


4.6 out of 5

(7 user reviews)

Meshink CRM is a CRM software for small business helps you in maintaining a strong connection with your existing and potential clients. It supports in redu... Read More About Meshink CRM img

₹15,000 /Year

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Brand: DocEngage

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DocEngage, top-notch and modern cloud-based software. DocEngage is a complete integrated solution for all your hospital management needs: front office, acc... Read More About DocEngage img


Healthcare CRM Software Product List Top Banner - 1
Healthcare CRM Software Product List Top Banner - 2
Phyzii Pharma Crm

Phyzii Pharma Crm

Brand: Cirrius Technologies Pvt


4.8 out of 5

(2 user reviews)

Developed by Cirrius Technology, Phyzii Pharma CRM solution is a highly interactive, real-time customer relationship management software. It is developed... Read More About Phyzii Pharma Crm img

Price On Request

Planplus Online

Planplus Online

Brand: Complete XRM

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PlanPlus Online is a planning and CRM solution. It is based on the Franklin Covey planning methodology and allows SMEs as well as individuals to utilize t... Read More About Planplus Online img

Price On Request




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Evariant is a complete Healthcare CRM Software designed to serve Startups, SMBs, SMEs and Agencies. This Healthcare CRM Software for has a simple interface... Read More About Evariant img

Price On Request



Brand: Patientpop

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Patientpopis a complete Healthcare CRM Software designed to serve Startups, SMBs, SMEs and Agencies. This Healthcare CRM Software for Web-Based has a simpl... Read More About Patientpop img

Price On Request

Freshsales CRM

Freshsales CRM

Brand: Freshworks

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Freshsales CRM is a cloud-based customer relationship management software that leverages a retail firm to see through the customers buying patterns to inc... Read More About Freshsales CRM img

₹1,199 /Month

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Last Updated on : 28 Sep, 2023

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Healthcare CRM Software FAQ’s

Software questions,

Healthcare CRM software is used by clinics, laboratories and hospitals to improve the quality of service and ensure outstanding patient care. It ensures quick and accurate diagnosis with easy access to the patient's history. CRM for healthcare also helps in reducing operational costs for patient information management and billing.

Here are the most popular CRM software applications that hospitals use: Veeva CRM HC1 Healthcare CRM Salesforce Health Cloud VerioMed Influence Health

Here are some of the best healthcare CRM software:  Salesforce Health Cloud VerioMed Influence Health Leadsquared PlanPlus

Netsuite’s Cloud ERP is one of the best CRM software applications for medical device sales.

Healthcare CRM Software Reviews


Kapture CRM


“It is easy to customize and the marketing team help in the customization”

- Ken Chong

See all Kapture CRM reviews img

Deskera CRM


“Real-time sales insights on the dashboard, I can easily track my deals and monitor the team’s progress.”

- Suman Jain

See all Deskera CRM reviews img

Meshink CRM


“Easy to use CRM that has multiple features. Contact's timelines show all the interactions making it easy to progress. Automation and Campaigns are easy and work well.”

- Amit Kumar

See all Meshink CRM reviews img

Phyzii Pharma Crm


“Phyzii CRM is easily accessible and is best for the marketing of medical products. Also, it supports multiple verticals such as OTC, animal health, equipment, hospitals, etc.”

- Nitin Kumar

See all Phyzii Pharma Crm reviews img

Buyer's Guide for Top Healthcare CRM Software

Found our list of Healthcare CRM Software helpful? We’re here to help you make the right choice and automate your business processes. Let’s discover some of the essential factors that you must consider to make a smarter decision!

  • Healthcare CRM Software Overview
  • Major Benefits of CRM for Hospitals
  • What's the Use of CRM in the Healthcare Industry
  • Healthcare CRM Applications: How It Works
  • Must-Have Features of a Healthcare CRM
  • How Does Healthcare CRM Help Manage Patient Relationships

Healthcare CRM Software Overview

Healthcare CRM Software along with hospitals, the software is also used in laboratories and clinics. CRM in the healthcare industry provides many important features to track daily performance like the number of patients visited, reports generated, etc.

Healthcare CRM software can identify patients who could benefit from certain healthcare treatments they have not yet received or people who are a perfect fit for a new product or drug, using built-in data analytics. The CRM can also pick up on "forgotten" customers who haven't been contacted in a while, or patients who need frequent check-ups or testing but haven't been showing up.

Major Benefits of CRM for Hospitals

Here are the top benefits of using healthcare CRM in healthcare institutions:

  • Manage your patients’ data online: Healthcare CRM software should be able to run on mobile devices, allowing your personnel to access patient-related information from anywhere.
  • Informed decision making: Employees and sales reps can immediately see where their attention is needed the most, and managers can make data-driven decisions in real-time. 
  • Integrated activity tracking: Built-in activity tracking is an extremely valuable feature in a CRM designed for the healthcare industry. When it comes to diverse aspects of your healthcare company, you can track patient activities like medical tests, reports, appointments, etc. This will enable managers to ensure that the patients’ needs are not overlooked. 
  • Protection of patient data: The security of patient information is critical in the healthcare industry. You must also guarantee that the collection, storage, and exchange of information is consistent with Data Protection Regulations in today's digital world. 
  • Data storage: Healthcare CRM system can be integrated with your patient data storing solution. Many healthcare organizations utilize CRM to record medical and non-medical data about their customers and patients, such as contact information.  
  • Swift communication: Communication with patients prior to and after treatment is made easier. The communication panel in the healthcare CRM program makes it simple to communicate with your team and patients, including making phone calls as well as managing emails. You won't miss any critical event if you have all of your notifications in one place. 
  • Measure patient experience: This allows you to gain a better understanding of patient behavior, needs, and demands in order to build stronger relationships with them. 
  • Chronic disease management: Automated notifications and warnings can lead to improved chronic disease management. A state-of-the-art healthcare CRM helps health professionals to track patients’ history and notifies if there are any alarming health condition arises. 
  • Faster & accurate billing: CRM software helps drastically improve your billing processes.  It's easier to track billing transactions and charge patients for the healthcare services they availed. 
  • Managing dashboards & reports: CRM software for healthcare provides all business-related data at a single place for medical and non-medical professionals to track and manage their day-to-day tasks.  

What's the Use of CRM in the Healthcare Industry

The key distinction between a healthcare CRM and a conventional CRM is the particular functionality required by healthcare providers. Healthcare CRM aids in the systematization of interactions with patients and referring physicians and the personalization of medical service. It also assists in the enhancement of care quality and patient satisfaction.

The healthcare business primarily focuses on two types of CRM software:

  • One allows organizations to stay in touch with their patients, and
  • Another allows general and specialized practices to communicate more easily.

Healthcare CRM Applications: How It Works

Here are the ways a healthcare CRM program works:

  • Monitor medical infrastructure: Keeping an eye on the medical equipment and monitoring their efficiency.
  • Better follow-ups: CRM for hospitals help in following up with patients after they've been discharged. This leads to excellent patient satisfaction.
  • Improved patient handling: Case management can be improved using healthcare CRM. This enables healthcare organizations to improve their patient handling process
  • Email marketing made easier: Medical CRM helps manage email marketing programs for preventative health care.
  • Monitor and evaluate employee performance: CRM in the healthcare industry enables the management to evaluate the performance of their employees.
  • Keep an eye on patient interactions: CRM for doctors helps them keep track of all patient interactions, appointments, and database. This helps doctors approach a patient with more familiarity.
  • Secured database: Healthcare CRM software can centrally store the personal health information of patients in a central database, leading to more efficiency in terms of data retrieval.
  • Automated daily tasks: With CRM software for hospitals, routine administrative chores can be deployed on automatic mode so that the patients' needs can be prioritized and professionals can focus solely on what’s more important.
  • Better assistance to patients: CRM in the healthcare industry can improve patient satisfaction and assist them in taking proactive steps to control their health.
  • Improved patient care: With industry-standard CRM software, healthcare organizations can more efficiently synchronize their patient care endeavors. Allowing both parties to get access to patient data whenever they need it.
  • Analyze marketing campaigns: CRM software for hospitals applies robust analytics to your marketing database and helps enhance your customer outreach campaigns.
  • Minimum errors: Automated workflow functions help to reduce errors in form generation, rendering, and dissemination.
  • Knowledgebase for newcomers: Incorporate clinical guidelines and protocols for simple access. This will help interns and new-joiners quickly get a grasp of the organization’s operations and their healthcare duties.

Must-Have Features of a Healthcare CRM

It's critical that the CRM software application includes certain features that can make things easier and better for healthcare institutions.

  • Centralized Information about patients and their appointment details.
  • Quick diagnosis of patients with access to their medical history and reports.
  • Helps save and store scanned patient reports and bills.
  • You can add details and documents to the patient's medical history.
  • Scheduling of patients’ appointments.
  • Helps in following up with patients for health appointments.

How Does Healthcare CRM Help Manage Patient Relationships

One of the most significant advantages of using a healthcare CRM is that all of the key customer or patient data that your teams require will be grouped in a single, easy-to-access hub, complete with thorough profiles for each contact.

Everything from the customer or patient contacts to booked appointments (whether sales or care appointments), notes, and more can be maintained conveniently in the CRM. This entire process can lead to increased sales, more new patients, and better patient care.

  • Systematic task planning: CRM in the healthcare industry helps in systematic and skilled task planning, decision-making, delegation, and control. This serves to maintain relationships between patients, pharmacies, hospitals, insurers, surgeons, etc. The goal here is to provide the best possible service to patients while also maximizing resource efficiency.
  • Data management: Healthcare or medical CRM enables healthcare setups to quickly locate patient data, payments, and medical history, which can then be used to improve follow-up care, resulting in increased patient satisfaction.
  • Faster response to enquiries: With the right Healthcare CRM in the arsenal, hospitals can ensure that patient inquiries are addressed quickly and efficiently. Furthermore, the CRM program also reduces the time spent serving patients while enhancing operational efficiency.
  • Automated follow-ups: You can follow the best customer management methods and maintain the patient's data with CRM for healthcare setups. The data includes medical history, previous visits, medical bills, and so on.
  • Customized marketing: Healthcare CRM technology assists hospitals in generating a list of targeted consumers who are quite likely to respond to certain service-line or procedure-based marketing campaigns.
  • Plan and track appointments: You may even create an online medical portal to plan and track appointments. Clinics can examine their work on a regular basis with the help of the healthcare CRM, which creates valuable reports and analytics.
  • Improved patient relations: CRM for doctors allows medical professionals to have a better understanding of patients' medical history and treatment needs, which is the first step toward building better and stronger relationships with them.
  • Assessment of potential health issues: It also enables a quick assessment of each client's medical history, resulting in speedier healthcare service in case of an emergency.
  • Improved service quality: Healthcare CRM aids healthcare providers in increasing the quality of treatment, cutting costs, and making effective use of patient data, allowing them to stay in business.
  • Monitor and improve customer service channels: Healthcare CRM software helps in monitoring incoming patient calls to determine the pattern of their queries, thus enabling professionals to lay out a more detailed customer service strategy.
  • Better treatment support: Streamline operations to ensure that medical professionals are optimally utilized. Medical CRM helps in strengthening patient treatment support and transfer by enabling medical facility profiling all on the cloud.
  • Send notifications: In the case of a no-show, patients may be missing out on critical care. You can send frequent emails, make phone calls, or send SMS confirmations to your patients without having to contact them manually by linking patient contact data with your marketing tools.

Author: Kalpana Arya

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