Contact
Page header background

Home >> CRM Software >> Industries >> Health Care

At BestCRMSoftware.com, we prioritize transparency and honesty in all our content. In order to maintain the quality of our reviews and to keep providing valuable information to our audience at no cost, We earn commissions through clicks and affiliate purchases from select links in our articles. Our commitment to unbiased content remains unwavering, despite our use of affiliate links. These links do not influence the opinions or recommendations provided by our editorial team. We prioritize integrity and objectivity in every piece of content we produce, ensuring that our readers receive unbiased and reliable information to inform their decisions effectively.

Best CRM Software for Health Care

David Lee - Data-Driven CRM Strategist
Author
David Lee
CRM Strategist and Speaker
David Lee - Data-Driven CRM Strategist
Biography
David Lee brings over 3 years of CRM experience to the table, with a proven track record of success in helping businesses leverage technology to achieve their customer relationship goals. He is a data-driven CRM strategist with a keen understanding of how to utilize CRM systems to gain actionable customer insights and personalize customer interactions. David is a regular contributor to industry publications and frequently speaks at CRM conferences, sharing his knowledge and best practices with the CRM community. He holds a Master's degree in Business Administration (MBA) with a specialization in Marketing.
View Author Profile
Latest Update: Sep 16, 2024, 8:45 am
Best CRM for Health Care
Latest Update: Sep 16, 2024, 8:45 am

In a Nutshell

As a seller of customer relationship management (CRM) systems, I’ve been approached by many companies in various industries that are looking for the best CRM software, including healthcare companies.

And the one thing I can tell you is that there isn’t a one-size-fits-all when it comes to CRM systems. There are many types of CRM software that can be used by different industries and for different purposes, including healthcare.

However, there are some CRM systems that are more suited to the healthcare industry than others. So in this article, I’m going to talk about the top four best CRM software for healthcare companies.

4 Best CRM Software for Health Care

After thorough testing and evaluation, I’ve discovered the following tools as the best Health Care CRM software:

  1. Bigin by Zoho Best CRM software for call center CRM
  2. Pipedrive – Best CRM and dialer for small call center
  3. Salesforce – Best for virtual phone system
  4. Zoho CRM – Best for unified customer communications

Top 4 Best CRM Software Solutions for Health Care

1

Bigin by Zoho CRM

Visit Website
Bigin by zoho CRM logo
4.7
4.7
Starts at $7 per user per month
bigin by zoho crm customer timeline img

Among the reasons I would recommend Bigin by Zoho CRM is that it’s a very easy-to-use system. It has a simple and intuitive interface that makes it easy for users to navigate around the different areas of the software, such as contacts and accounts.

Moreover, Bigin by Zoho has many useful features that healthcare companies can use to manage their patient data, among other things. Some of these features include:

  • Document management: With this feature, healthcare companies can securely store and manage patient documents in one place, which can help reduce paperwork and increase efficiency. They can easily upload and access documents such as medical records, insurance information, and consent forms.
  • Scheduling: With this feature, healthcare providers can schedule and manage appointments for multiple patients, assign appointment slots, and set reminders for upcoming appointments.
  • Appointment management: This feature can help healthcare providers track appointments, manage waitlists, and reschedule appointments if necessary. With this feature, healthcare providers can ensure that patients receive timely and efficient care, which can improve patient satisfaction and outcomes.
  • Medical history records: With this feature, healthcare providers can access a patient’s medical history easily, which can help them provide better and more personalized care. Moreover, medical history records can also be used to track the effectiveness of treatments and make informed decisions about future care.

Of course, there other features that Bigin by ZOHO CRM offers that can help healthcare companies to streamline their operations and improve patient outcomes. 

In addition, Bigin by ZOHO CRM is a cloud-based platform, which means that healthcare professionals can access their data from anywhere, at any time. This can be particularly helpful for healthcare providers who need to access patient records and other healthcare data on the go or who work remotely.

Pros & Cons

Pros

  • It has a simple and intuitive interface that makes it easy for users to navigate the software and quickly find the information they need
  • It allows users to customize the software to their specific needs, such as adding custom fields, creating unique workflows, and creating custom reports
  • It’s easy to use and offers a lot of features that healthcare providers need to manage their businesses.

Cons

  • There are reports of the software crashing at times and causing data loss, which can be frustrating
  • Some people have experienced issues with the software’s integration feature
2

Pipedrive

Visit Website
Pipedrive logo
4.6
4.6
Starts at $16 per user per month
Pipedrive crm insights dashboard img

If you’re looking for a healthcare CRM with numerous features, I recommend you check out Pipedrive.

With Pipedrive, healthcare providers can centralize patient data, such as contact information, appointment history, and treatment plans. This can help provide better and more personalized care.

Furthermore, healthcare providers can easily manage appointments and follow-ups, track patient communication, and create reminders for necessary tasks. 

But that’s not all; with Pipedrive, healthcare providers can automate their workflows and reduce administrative burdens.

The software offers features like email automation, which can help healthcare providers schedule and send personalized emails to patients at the right time. This can improve patient engagement and satisfaction and free up time for healthcare providers to focus on other essential tasks.

Pipedrive also offers mobile apps for iOS and Android, which can help healthcare providers manage their patient data and workflows on the go.

Pros & Cons

Pros

  • Allows users to create custom pipelines for their different processes, which can help them stay organized and focused on the tasks that matter most
  • Offers automation features like email automation and task reminders, which can help users save time and reduce administrative burdens
  • Offers mobile apps for iOS and Android, which can help users manage their workflows on-the-go.

Cons

  • Pipedrive may take some time to learn, especially for those who are not experienced with CRMs. This could lead to a slower adoption rate and make it more difficult for new users to get started with the software
  • Some users have reported issues with customer support from Pipedrive, which could be frustrating for businesses that require timely assistance or have complex questions
3

Salesforce Sales Cloud

Visit Website
Salesforce Sales Cloud Logo
4.5
4.5
Starts at $25 per user per month
salesforce-crm-dashboard-pipeline-img

I would recommend this CRM to healthcare companies that deal with large amounts of data on a daily basis, including patient data, medical records, and billing information.

This is because it has many great features that can help health providers organize their data, track patient information and billing, and create custom reports.

The software also has a document management feature to enable health providers to store and access important documents and files.

It also has a reminders feature to help them stay on top of important tasks and follow-ups, and medical history records and patient communications features to track patient information and communicate with patients.

In addition to these features, the software has appointment and scheduling features to allow health providers to manage their schedules and appointments.

And like any great CRM, this one has a mobile app that allows users to access and manage their data on the go. 

Pros & Cons

Pros

  • It’s highly customizable and can be tailored to meet the specific needs of a business. Users can create custom fields, workflows, and reports to fit their unique requirements
  • It integrates with a wide range of third-party applications, allowing users to extend its functionality and connect with other tools they use daily, such as Gmail, WordPress, Zoom, Squarespace and many more
  • allows healthcare organizations to manage patient data, including medical history, and appointment schedules

Cons

  • It can be expensive, especially for small healthcare organizations, and the cost may increase as the number of users and required features grow
  • It can be complex and overwhelming for users who are not familiar with the system. It may take some time to get up to speed and become proficient in using it
4

Zoho CRM

Visit Website
Zoho CRM Logo
4.3
4.3
Starts at $16 per user per month
zoho crm website screenshot img

I would recommend Zoho CRM to health providers that own clinics, dental offices, medical spas, and other small- and medium-sized businesses.

CRM software may not have as many features as Salesforce Sales Cloud or other more expensive options. However, it is a good choice for healthcare providers who want to keep their costs low and for those that don’t have a lot of complex needs or deal with a lot of data. 

It does have some great features that healthcare providers can find useful. This includes a feature that allows them to manage patient data. The feature allows healthcare providers to store and organize patient information in one central location, which can help them easily access and update patient records.

The software includes a scheduling tool that allows health providers to manage their appointment calendar, set up appointment reminders and notifications and more.

The software also includes a feature that allows healthcare providers to view their financials and manage billing in one central location. This feature can help them cut down on time spent on administrative tasks by streamlining the billing process.

Overall, despite a few limitations, the software has features that can help healthcare providers manage their businesses. With a single, centralized platform for storing and organizing records, managing appointments, and billing patients, healthcare providers can save time and money while improving patient care.

Pros & Cons

Pros

  • It’s great for small healthcare companies
  • It’s incredibly affordable, making it ideal for smaller businesses and medical professionals who don’t have a lot of money to spend on CRM software
  • It’s easy to use, which means you don’t have to waste time learning how to navigate it

Cons

  • Compared to some other healthcare CRM solutions, Zoho CRM does not have all the features that some healthcare companies require
  • Some users report that they find the interface to be a bit clunky and outdated

EndNote

One thing I always tell my customers is that no single healthcare CRM system will be a perfect fit for every healthcare organization. Each healthcare organization has its own unique set of requirements, workflows, and operational needs, which may require a tailored CRM solution.

Therefore, it is crucial to conduct a thorough needs analysis and evaluate different healthcare CRM options based on their features, capabilities, and ability to integrate with existing healthcare systems.

It is also important to consider the vendor’s experience in the healthcare industry. This includes their track record of successfully implementing CRM solutions for healthcare providers, and their level of customer support and training.