Best Healthcare CRM Software of 2026

Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Creatio offers a healthcare CRM solution that leverages an AI-native no-code framework, empowering healthcare organizations to efficiently manage patient relationships and streamline clinical and operational workflows within one cohesive platform. This system consolidates patient information, interactions, and care procedures, enhancing coordination and fostering personalized engagement throughout the patient experience. With Creatio, essential healthcare workflows such as patient onboarding, appointment scheduling, communication, and care coordination can be easily automated, all while providing a comprehensive view of patient data and interactions. The platform seamlessly integrates with vital systems such as electronic health records (EHRs), billing solutions, and patient portals, facilitating smooth data transfer and adherence to industry standards, including HIPAA compliance. Central to the platform's capabilities are AI agents that examine both patient and operational data, offering predictive insights, suggesting optimal next steps, and automating routine tasks.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

OnePageCRM is the first action-oriented sales CRM. It allows small and medium-sized businesses to take control of their sales. Main features: - Next Action Sales: Every lead generated is action - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

Why use 8 systems when one package could do the job? Weave allows patient, client, and customer communication to be easier and more efficient while working in and out of your office. This is especially helpful during COVID. Weave makes it easy to communicate with clients and patients.

Caspio is the leading no-code platform for creating online database applications without coding. Everything you need for digitally transforming business operations and workflows is provided in Caspio's all-in-one platform. It features an integrated cloud database, a visual app builder, enterprise-grade security and regulatory compliance, as well as scalable global infrastructure. Caspio is trusted worldwide by more than 15,000 companies. Get it free. Caspio, a pioneer in cloud computing, has been developing its database platform since 2000. It is capable of supporting HIPAA and all Caspio plans offer unlimited users and are competitively priced.

All your products, teams, and processes can be managed in one platform (digital or call center driven, or field agent driven). Never miss a sales opportunity. The prospect-to-customer journey in B2C businesses is not always straightforward. There are many paths to closure. There are many sales journeys that involve different channels, processes and teams. LeadSquared connects them all, processes, distributed teams and touchpoints. This gives you one platform for sales execution - for your digital team, call center agents, feet on the street teams (sales and partner onboarding, service), as well as operations. LeadSquared reduces the noise your teams have to deal with and allows them to concentrate on their next task. This will increase their efficiency and help them sell more. No-code sales process creator. You can create the best sales workflows possible for your products and teams. Sales processes can be dynamic and flexible.

#1 Custom CRM Software for Business. Automate Sales, Marketing, and Service to Boost Your Growth Automated sales force tools to track, monitor, and manage your pipeline. Increase your sales efficiency by closing more customers. Marketing automation platform to convert leads into sales using email, campaigns, and more. Customer service platform for ticket management. Automate the sale and lease of real property assets intelligently by utilizing site visits, reservations bookings, and possession. Equipment downtime and cost reduction can be achieved while improving team productivity through enterprise facilities and asset management. Dealership Management System (DMS), simplifies automotive inventory, marketing, sales, and service management. Automate the asset lifecycle from procurement, inventory tracking, transfers and maintenance to retirement. Smart analytics allow you to manage customers efficiently with profiling, loyalty and trend analysis.

CRM adoption is based on flexibility and usability. SpiceCRM not only provides a unique user interface, but it also adapts to the environment and offers a unique user experience. It can be used in any format and time you require it. It adapts to your environment and needs. It can be used on the desktop, tablet, or as a mobile application on iOS and Android. It can be used in Outlook and as part of GSuite. Use it with Lotus Notes. You can adapt it to your business needs if you don't have enough flexibility. Users love to use and appreciate a system's speed. We focus on creating fast, reliable applications that provide an exceptional user experience. Increase user adoption and improve data quality and CRM's value. This system is built on open standards, which allows you to easily integrate. Because you aren't restricted to proprietary standards, you will find resources to support the System.

Intuitive CRM is a CRM that your company can use to support its healthcare sales team. It focuses on home-based health care companies. HIPAA compliant - FREE access to Medicare referral information (USA). Our special forms will allow you to receive "real" referrals according to PDGM requirements. Your sales team can be graded on multiple metrics. Edit any field. All-in-One calendar. Mobile app for iOS that works offline. Locate nearby contacts. Integration of EHR. Track vacations and sick days of employees. Calculate commissions. E-mail marketing. Tutorials embedded to help salespeople get up and running quicker. Available in any language. Reports, expenses, etc.

Salesdoor offers a distinctive Customer Relationship Management solution tailored for the specialty pharmacy, pharmaceuticals, and healthcare sectors. With extensive hands-on experience in specialty pharmacy services, we understand your specific requirements perfectly. You deserve a platform that can easily integrate with your unique workflows without the need for complicated setups. Maintain strong connections with your clients through Salesdoor, where you can manage all communications and marketing efforts from a single platform. The built-in contacts library empowers you to connect with more potential clients and accelerate your growth. Salesdoor’s advanced lead tracking features facilitate the growth, targeting, and retargeting of leads at every stage of your sales process. Additionally, with Salesdoor, you won't require any other tools for project management, sales, marketing, or tracking your internal team's performance. This solution is particularly crafted for businesses that aim to effectively engage physicians and medical professionals to promote their products and services, ensuring a comprehensive approach to client engagement and sales success.

What is Calldrip? And why should my sales team use it? Calldrip has been helping businesses respond to new inquiries for over 10 years. This experience has allowed us to create our suite of sales automation tools, which we have now made available to thousands of customers around the world. We were able to increase the number of conversations between your sales team members and your prospect by triggering a call while they are still on your website. This can result in up to 900% increase in conversation. Salt Lake City, UT is the home of this privately-held, fast-growing company. Today's Google Micro Moments world requires that businesses engage with prospects FAST. Calldrip provides instant engagement and highlights potential issues in sales processes.

Tapdesk is a CRM tool that allows you to search for leads and streamline your sales process. This will allow you to spend more time closing deals and save money. It is designed for sales professionals and companies with a sales team. Tapdesk is powered AI and our Machine Learning algorithm provides relevant data to help you increase productivity and reduce waste. Our unique search engine allows users to search for potential customers and decision makers based on multiple criteria. Tapdesk is designed for finding leads that are relevant to you and your niche. Tapdesk AI is designed to simplify complex processes that require many computational steps. Tapdesk AI is reliable and fast. This experience is truly amazing, and we simply call it genius.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

The Monocl Expert Suite serves as an all-encompassing platform aimed at connecting with over 15 million medical and scientific authorities worldwide across a range of therapeutic fields. Leveraging sophisticated machine learning techniques and exclusive algorithms, it delivers immediate insights, notifications, and updates that assist organizations in effectively managing their relationships with experts. Among its features, Monocl ExpertInsight offers distinctive perspectives on expert profiles, while Monocl Conferences facilitates the tracking of conference sessions. Additionally, Monocl ExpertGO provides mobile access to expert information, Monocl ExpertData ensures smooth integration into existing systems, and Monocl ExpertConnect offers CRM-related insights. Monocl ExpertClaims further enhances interactions with medical claims data, supporting medical affairs teams and organizations in fostering strategic engagement and boosting overall productivity. This versatile suite empowers users to make informed decisions and optimize their expert interactions across various initiatives.

BSI CRM provides a comprehensive 360° perspective on your customers, accessible at any moment across all departments and interactions. Its modular design, extensive configurability, and open technology make it a standout choice, garnering accolades from both industry experts and satisfied clients. The greatest satisfaction for us comes from the positive feedback of our users, as we have been passionate about CRM solutions for nearly 25 years. Currently in its 16th generation, BSI CRM benefits from advanced platform capabilities and innovative development practices. For organizations with intricate requirements, particularly large enterprises, we are the ideal partner. Our extensive ecosystem and numerous standard interfaces showcase our expertise, reflected in favorable total cost of ownership (TCO) metrics. Regardless of whether you operate in B2B, B2C, or B2B2C sectors, BSI CRM is designed to seamlessly integrate with your business model, workflows, and IT infrastructure, ensuring it aligns with your needs rather than forcing a change. Our commitment to adapting to your unique circumstances sets us apart in the CRM landscape.

TikaMSL is a business analytics, CRM, and advanced analytics tool specifically designed for MSLs. It allows Medical Science Liaisons to gain deeper insights into the industry and keep informed by connecting with multiple third party sources. It allows them to be strategic in their KOL interactions and share vital information with the rest of the organization in a fully compliant way.

H1 Universe is an innovative platform that leverages artificial intelligence to enhance the management of healthcare data, offering users access to the most extensive global database of healthcare providers (HCPs). By merging information from various sources, such as public, private, and proprietary databases, H1 Universe provides valuable insights that are crucial for clinical trials, medical affairs, and commercialization efforts. This powerful tool enables healthcare teams to pinpoint essential stakeholders, refine clinical research processes, and make informed decisions swiftly, ultimately boosting overall efficiency within the healthcare landscape. Furthermore, the platform not only aids in real-time decision-making but also fosters collaboration among healthcare professionals, paving the way for improved patient outcomes.

WelcomeHome was established with the aim of offering cutting-edge technology tailored specifically for sales and marketing experts in the senior living industry. The hallmark of the company is its unique customer relationship management (CRM) software, which is provided as a service. Our approach simplifies processes, enabling software to excel in its capabilities while allowing humans to focus on their strengths—building connections with seniors, their families, and referral sources, ultimately enhancing the overall experience for all parties involved.