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The Top 6 Healthcare CRM Software And Their Benefits (+Pricing)

CRM software help manage customer interactions. They allow healthcare industry users to streamline all the communication with their patients.

Though there are hundreds of healthcare customer relationship management software in the market, not all live up to the mark.

It can be daunting to try everything before choosing one that satisfies your requirements.

Fortunately, we have done the homework for you!

This blog post will detail five of the best healthcare CRM systems:

  1. EngageBay
  2. HubSpot
  3. Salesforce
  4. Keap
  5. Pipedrive
  6. LeadSquared

HubSpot is designed for companies to scale their marketing efforts by integrating the website and social media marketing tools. 

Healthcare companies can drive traffic with targeted campaigns thanks to the intelligent features in HubSpot.

Users can also segment their audience by email, organic search keywords, and social media engagement.

EngageBay is an all-in-one marketing software with free integrated CRM.

It offers hundreds of features like lead generation campaigns, website visitor tracking with on-site patient engagement analytics, targeted email automation workflows (which can be triggered by the lead’s online behavior), and more.

Also, multiple divisions within a medical institution can access and update patient data thanks to electronic integrated health record systems stored securely on the cloud.

But before we get into the pricing and features of these leading healthcare CRM solutions, let’s look at why every institution in the healthcare industry needs CRM.

Why You Need a Healthcare CRM Software

All healthcare facilities need a customer relationship management solution.

The right CRM for the healthcare industry will package several key features, such as:

  • Integration of all the health facility’s electronic health record (EHR) systems. 
  • Health assistant tools, including the CDSS (Clinical Decision Support System).
  • Security, access restrictions, and encryption to protect sensitive medical records. It would help if you also had a HIPAA-compliant CRM software. 
  • Medication and appointment reminders, automation, and patient intake management.

EngageBay healthcare CRM software sales dashboard

A healthcare CRM offers fantastic benefits. 

You can improve healthcare quality by reducing errors that arise due to miscommunication, manual patient record management, and patient inexperience. 

It also enhances decision-making, offers robust medical and financial analysis, and streamlines customer relationship management in medical institutions. 

Research shows that because healthcare CRM solutions can help integrate and streamline sales and marketing processes, the adoption of CRM software is on a tremendous rise in the healthcare industry.

Read also: CRM In Healthcare To Enhance Patient Satisfaction

How Healthcare CRM Improves Customer Relationships

Healthcare, like any other sector, deals with customers daily.

A medical institution’s relationship with its customers will directly impact its reputation. 

This is how CRM for medical practice can be of help:

Read also: The Best Healthcare Email Marketing Tools and Tips for 2024

Offers Personalization

With a healthcare organization CRM system, you can segment your customers based on various factors, including medical history, demographics, visit history, income, and more.

This allows you to offer personalized messages on bills, emails, and even during post-visit communications. This can tremendously enhance patient satisfaction, improve new patient acquisition, and retain existing patients. 

The right system for your business will offer HIPAA compliant forms that you can use to gather data from patients. You can explain that the information is used to make your service better for them. Not only will this give you viable information, it shows patients you care about their feedback.

EngageBay healthcare CRM software personalization

Understand Customers Better

To offer exceptional customer service, you need to understand your patients better before you do anything else. 

Healthcare CRM systems can help you do this, as they collect patient data from various touchpoints, track all interactions, and constantly update them.

With this information, you can use the tools the software offers to enhance your patient service. 

Read also: 9 Best CRM Tools for Architecture Firms

Enhances Population Health

A hospital doesn’t just work behind closed walls. It has a greater responsibility to the community.

CRM software for healthcare has tools like email broadcasts, autoresponders, and push notifications to automatically send out the necessary information to patients, helping them stay healthy.

This can also reduce readmission fines. 

Enhances Results

Healthcare CRM solutions offer analytics and reports to help hospitals measure the returns on marketing initiatives and sales campaigns.

This helps the leading brands stay on top of competitors. 

Read also: Navigating Chiropractic Marketing in 2024: A Brief Guide

Helps Achieve Goals

A healthcare CRM system helps in proactively improving the well-being of the community you serve.

It offers various ways to attract customers, market your products and services better, improve patient relationships, and serve the greater good. 

Read also: How to Attract Modern Patients: 11 Effective Healthcare Marketing Ideas

The Six Best Healthcare CRM Software

To help you save time, we’ve handpicked the six best healthcare CRM software: EngageBay, HubSpot, Salesforce, Keap, Pipedrive and LeadSquared. 

Let’s dig in. 

#1. EngageBay

Our first pick is EngageBay.

EngageBay is an all-in-one marketing, sales, and customer service software that can help healthcare institutions grow their revenues. It helps you capture leads smartly, nurture them, and quickly convert them to happy customers.

With free onboarding sessions, migration services, and a plethora of integrations, you can seamlessly integrate your existing healthcare system and transfer data to EngageBay. 

Read also: Beyond the Basics: 13 Hospital Advertisement Ideas to Elevate Your Marketing

But underneath the minimal setup, there are powerful features and tools to boost growth. 

EngageBay Features

EngageBay’s segmentation lets you group your leads and patients into lists based on demographics, transaction history, lead scores, medical conditions, more.

You can even use custom rules to segregate patient data. 

With email broadcasts and email sequences, you can send out timely and personalized content about healthcare, vital information, patient billing, and more.

You can also use autoresponders to automatically send out medical reminders, appointments, birthday wishes, and diagnostics to your patients. 

You can A/B test each element in your landing page for maximum conversion, including headers, CTAs, and links. 

With the 360-degree customer view, you can have a holistic view of your patients, helping you diagnose and offer treatment plans quickly and effectively. 

EngageBay is a custom CRM software, which means you can tweak the software and its settings to fit your needs.

Read also: 8 Elements of Successful CRM Implementation

EngageBay Pricing

EngageBay offers four pricing plans.

Engagebay healthcare CRM software pricing

  • Free All-in-One Suite: This plan is free forever and offers predictive lead scoring, web popups, email template builder, social suite, Live Chat, 500 MB of storage, and much more. You also get 500 contacts and 1,000 branded emails. 
  • All-in-One Basic Suite: This plan starts at $14.99 per month and includes canned responses, 1 GB of cloud storage, predictive lead scoring, email templates, conversational inbox, SMS marketing, 3,000 branded emails a month, and 1,000 contacts. 
  • All-in-One Growth Suite: This plan costs $49.99 a month and allows 50,000 contacts, with 25,000 branded emails a month. It also adds A/B testing of landing pages and email broadcasts, push notifications, custom domains for your business, and marketing automation.
  • All-in-One Pro Suite: This suite costs $79.99 a month and adds advanced features like role management, custom reporting, conversational inbox, call scripts, account-based marketing, APIs, team support, and so much more. You also get 50,000 branded emails and unlimited contacts.

You also get a 20% discount on annual subscriptions and a 40% discount on biennial subscriptions.

Read also: ActiveCampaign vs GetResponse vs EngageBay — Which is the Best CRM?

#2. HubSpot

HubSpot is another great healthcare CRM software.

It offers a host of tools to market your products and streamline your customer service. 

HubSpot Features

Like EngageBay, HubSpot offers a 360-degree view of your patients to help you understand them better.

You can quickly issue tickets, prioritize them based on urgency, divert them to the right practitioner or expert, and close them automatically based on the right triggers. 

You also get on-the-go content optimization with HubSpot. With this feature, you can effortlessly write optimized content by offering live tips, keywords, and ideas. 

HubSpot’s landing page builder lets you drag-and-drop elements to quickly create beautiful and functional pages. You can A/B test each element. 

HubSpot healthcare CRM software

HubSpot Pricing

HubSpot is the most expensive platform on this list. 

  • Starter Growth Suite: This plan costs $50 a month and offers mobile forms, live chat, deal pipelines, email marketing, 25 smart lists, and ten reporting dashboards.
  • Professional Growth Suite: For $1,343 a month, you get NPS surveys, snippets, calls, salesforce account, company scoring properties, 1,000 smart lists, A/B testing, custom reporting, web analytics, and eSignatures.
  • Enterprise Growth Suite: Pricing for this plan starts at a whopping $4,200 and adds Slack integration, electronic health record (EHR) system, Events API, single sign-on, webhooks, call transcripts, and multi-touch revenue attribution.

Read also: Top 5 HubSpot Competitors For The Cost-Conscious (Pricing, Features)

#3. Salesforce

Salesforce healthcare CRM software

Salesforce health cloud CRM software is one of the best medical CRM software. 

It offers tools for all the stages of the customer journey, from acquisition to conversion and long-term engagement. 

Salesforce Features

You can automatically trace all the interactions across your workforce, patients, and more with contact tracing. 

Account and contact management offer a complete view of your customers. 

With lead management, you can track your leads from start to finish across multiple channels — helping you make smarter decisions and close deals quickly.

You also get mobile healthcare CRM apps for portability. You can log your calls, track hot leads, and read reports on the go.

Lastly, Salesforce is a HIPAA CRM — so medical professionals in the US can adhere to the patient protection laws.

Salesforce Pricing

Salesforce health cloud CRM offers two plans: 

  • Enterprise plan: This Salesforce health cloud CRM plan costs $300 a month per user and offers contact tracing, clinical and insurance data models, social determinants, referral management, and program management. 
  • Unlimited plan: This medical CRM plan costs $450 per month per user and adds one sandbox, live agent, read-write knowledge, unlimited lightning flow management, unlimited custom applications, opportunity tracking, and so much more. 

Read also: Insurance CRM Guide — What, Why, and The Best CRM Software Today

#4. Keap

Keap healthcare CRM software

Keap offers a myriad of healthcare CRM tools for hospitals, medical institutions, and other healthcare facilities.

These are some of its features:

Keap Features

You can easily capture potential customers, segment your patients into lists, organize them using tags, send personalized content and timely medical reminders. 

With calendar booking, you can make the process of booking and appointment scheduling easy for doctors, healthcare professionals, medical staff, suppliers, and patients. 

Keap also enables easy integrations with a lot of business applications. More importantly, Keap’s HIPAA compliance features make it an excellent patient relationship management software. 

Keap Pricing

  • Lite plan: The Lite plan starts at $79 a month and offers 500 contacts, a core CRM dashboard, B2B management, automation tools, quotas, and a mobile app.
  • Pro plan: The Pro plan starts at $159 per month for 500 contacts and offers A/B testing, landing page builder, subscriptions management, tasks, sales pipeline, forms, and invoices. 
  • Max plan: The Max plan costs $199 per month for 500 contacts and offers Shopify integration, custom user roles, lead scoring, pipeline automation, and automated text messaging. 

Read also: SharpSpring vs Hubspot vs EngageBay — Which CRM Software is the Best?

#5. Pipedrive

Pipedrive healthcare CRM software

Finally, let’s discuss Pipedrive.

It offers a wide range of healthcare CRM features and tools that are extremely useful for the healthcare sector. 

Pipedrive Features

Pipedrive’s AI-based sales assistant helps you improve your automation through reports, ideas, performance graphs, notifications, and workflow tips.

You can quickly send out important health broadcasts, launch group emails to patients with specific ailments (like diabetes, heart disease, etc.), design beautiful and responsive email templates with a built-in email builder, and so much more. 

Pipedrive’s healthcare CRM actively captures essential details about your patients across various touchpoints and channels, helps you identify hot leads, and offers tools to convert them to paying customers. 

Pipedrive Pricing

  • Essential Growth plan: This healthcare CRM plan starts at $12.50 and offers deal rotting, custom fields, contact management, customizable pipelines, and deal management.
  • Advanced Growth plan: This plan costs $24.90 per month per user and offers 2-way email sync, email open and click tracking, file attachments, sales Docs, and customizable signatures. 
  • Professional Growth plan: This popular plan costs $49.90 per month per user and adds eSignatures, unbranded sending, team management, group emailing, advanced email meeting scheduler, and so much more. 
  • Enterprise Growth plan: This advanced healthcare CRM plan costs $99 per user each month and offers unlimited advanced user permissions, two-factor authentication, apps marketplace, up to 100 workflows, SSO login, and 24/7 chat support. You need at least ten users ($990) to take up this plan.

Read also: B2B eCommerce Trends: These Strategies Can Boost Your Business

#6. LeadSquared 


LeadSquared’s Healthcare CRM with out-of-the-box HIPAA compliance helps healthcare organizations increase patient intake, engagement, and retention. The platform enables patient journey mapping and streamlines sales and marketing functions with automation.

LeadSquared Features

LeadSquared offers end-to-end patient management right from onboarding to post-operative care. The patient intake portals and digital forms reduce waiting times and simplify document collection.

Healthcare businesses can also utilize automated appointment scheduling and multichannel reminders to increase the inquiry-to-patient ratio. You can boost referrals and patient engagement with the easy-to-use drag-and-drop editors and newsletter templates to create engaging landing pages and emails.

The LeadSquared Healthcare CRM ensures that patient leads data is managed securely across teams, healthcare records are updated in real-time, and team productivity is tracked to elevate patient experience.

LeadSquared Pricing

  1. Lite – The Lite plan costs $25 a month per user, and it offers complete patient management, access to the mobile CRM, interaction tracking, collaborative communication for internal teams, dashboards and smart views for reporting, de-duplication automation along with an API framework for various integrations (such as EHR, IVR, etc.).
  2. Pro – The Pro plan is priced at $50 a month per user, and it includes all the features of the Lite plan, along with mail automation, patient distribution, role-based access, territory management, sales performance reports, and webhooks.
  3. Super – The Super plan is a premium offering and at $100 a month per user, it covers all that the pro plan offers plus patient workflow automation, performance-based distribution of leads, automated patient engagement, permission templates, advanced reports and developer platforms.

LeadSquared also offers custom pricing for healthcare businesses based on the size of their team and the features that they need.

Read also: Constant Contact vs Mailchimp and Other Email Tools [Tables]

Wrap Up: Is EngageBay The Best CRM Option?

If you’re in the healthcare industry, we have the right healthcare organization CRM platform for you.

We know that your time is valuable and that you want to spend it on what matters most – caring for your patients. 

The five leading healthcare CRM software goes hand-in-hand with your work process, so that everything moves smoothly.

However, smaller patient care institutions and clinical labs may not be able to afford CRM solutions that may cost hundreds or even thousands of dollars a month.

That’s why our team of experts has been working tirelessly to develop EngageBay, an affordable all-in-one CRM system designed specifically with the needs of healthcare professionals in mind. More importantly, EngageBay is a solution for small organizations, which means it offers the highest return on every dollar you spend.

Today more than ever, your healthcare business needs software tools to succeed in sales, marketing, and customer engagement.

With EngageBay, you can do just that! 

EngageBay healthcare CRM software features

You will be able to track patient data like never before and manage appointments and inventory more efficiently. You’ll forget about Excel 😉

EngageBay’s robust features, including real-time analytics, custom reports, and the free integrated CRM makes it an excellent choice for all healthcare industry users. In fact, EngageBay’s free healthcare CRM software package offers key features that you don’t get even in the starting paid versions of the other CRM software.

Sign up for a free trial today to learn more about how this CRM system can help your healthcare institution grow its customer base while increasing revenue and reducing costs.

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