Best Healthcare CRM Software with a Free Trial 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.

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.

Pabau is an all-in-one practice management software designed to streamline operations for medical spas and clinics. It offers a comprehensive suite of features, including paperless client records, pre-built medical forms, booking management, payment processing, stock control, marketing tools, and detailed reporting. The platform's intuitive interface enhances efficiency, allowing practitioners to manage appointments, client communications, and administrative tasks seamlessly. With the introduction of Pabau 2, users benefit from an updated, user-friendly design and new functionalities that further simplify daily operations. Additionally, the Pabau GO app enables practitioners to manage their schedules, client records, and payments directly from their iOS devices, ensuring flexibility and accessibility.

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 work management is a comprehensive platform designed to help businesses organize, track, and optimize their workflows. It brings projects, tasks, and strategic goals into one unified workspace for better coordination. The platform supports various functions such as project management, resource planning, and business operations. It provides real-time insights into work progress, potential risks, and overall performance. monday work management includes automation tools that streamline repetitive tasks and improve efficiency. It offers customizable dashboards, reports, and workflows to meet specific business requirements. The platform integrates with over 200 applications, enabling seamless collaboration across teams. It is designed to support organizations of all sizes and industries. The system helps teams align their daily work with broader business objectives. It also enhances visibility across departments, improving communication and decision-making. By combining flexibility and automation, monday work management helps businesses increase productivity and operational efficiency.

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

monday CRM is a modern, AI-driven platform designed to help businesses manage customer relationships and streamline their sales processes. It brings leads, contacts, deals, and communication into one centralized workspace for better organization. The platform uses automation to handle repetitive tasks like lead assignment, follow-ups, and activity logging. It offers code-free customization, allowing teams to easily adapt workflows to their specific sales processes. monday CRM provides real-time dashboards and analytics to track performance and predict outcomes. It includes email sequencing tools that help teams engage with prospects throughout the sales cycle. The platform integrates with over 500 apps, enabling seamless connectivity with existing tools. It is designed to support both small teams and large enterprises. The system improves efficiency by reducing manual work and increasing data accuracy. It also enhances collaboration across departments involved in the sales process. By combining AI, automation, and flexibility, monday CRM helps businesses accelerate growth and improve sales performance.

Zanda, formerly Power Diary, is the online practice-management software that health practitioners trust around the world. It has a calendar, appointment reminders via SMS and email, customisable templates for treatment notes, client invoicing and payments, online bookings with 2-way SMS chat, Telehealth as well as an in-platform manual. It also integrates with Xero Mailchimp Stripe Physiotrack Medicare (AU) and many other systems. Zanda's clients include sole practitioners, large multi-location practices, and physiotherapists. They also include psychologists. Zanda provides a Money-Back Guarantee for a period of 12 months to make your decision easier. They offer excellent support and will import your data for free.

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.

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.

ShiftCare's Care Management features make it easier to provide highly personalized support to clients, their families, and their families. Our care management features make it easy to organize shifts, rosters, and teams, allowing you to deliver a more efficient and effective service. ShiftCare seamlessly integrates timesheets, expenses, and invoices to make accurate accounting easy. This will reduce your workload and help you grow. We connect you and all your teams with everything you need to coordinate shifts, coordinate clients, and provide quality care wherever they are. We make it easy for new clients to be welcomed, understand their needs and manage their goals. We also help them establish good relationships with their family and friends. Your teams will support clients in reaching their goals. We make it easy to track their progress and share it with the right people.

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.

They are large-scale healthcare providers and must collect, store, analyse, or interpret patient information in a smart manner to ensure high-quality patient care. What happens if all these practices are made automotive? Yes. The perfect healthcare management system, Health360 eMedical, is the ideal digital partner for all-scale healthcare professionals such as doctors, pharmacists, and others to improve their workflow and ensure that patients receive effective care. No matter what healthcare platform you use, digitization can now be observed everywhere. With its dedicated dashboards, and the impressive features that are available for professionals on these platforms, our health360 product perfectly fits all of them. eMS allows for the management of patient data, inventory and monitoring of medical team activities via a web interface.

#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.

Salesforce Agentforce Health is a comprehensive healthcare CRM designed to unify patient, provider, and operational data in one secure platform. Built on Salesforce’s deeply integrated architecture, it includes healthcare-specific workflows, compliance controls, and interoperability capabilities. The solution combines clinical and non-clinical data to deliver a 360-degree view of patients and members. AI-powered agents assist teams by summarizing records, automating document processing, and recommending next steps. Contact center teams gain real-time access to EHR data, eligibility details, and claims information to improve service speed and personalization. Care management tools enable coordinated, whole-person care with configurable care plans. Intelligent document automation reduces manual intake and accelerates case creation. Data 360 for Health enhances contextual insights across every touchpoint. Integration with MuleSoft, Slack, Marketing Cloud, and Service Cloud extends collaboration and engagement capabilities. Agentforce Health enables healthcare organizations to modernize operations, improve outcomes, and scale patient-centric care efficiently.

MEFTiiCOMM is our comprehensive healthcare communications platform. It's an all-in one solution that connects doctors, nurses and managers across organizations. Our platform allows for seamless communication and collaboration with text messaging, audio/video calls, a pager system built-in, and scheduling features. It is HIPAA-compliant, secure and prevents mixing of personal and professional communication. Our competitive pricing, created by doctors to meet healthcare needs, makes it easy to use. Advanced search facilitates knowledge sharing and collaboration outside of organizations. Our user-friendly, secure platform will improve patient care and teamwork.

Advanced RX provides a range of pharmacy software to meet the needs of different retail and long-term care pharmacies. This includes Smart Signature, Smart Delivery and Rx Processing. We can help you with all your pharmacy management needs, no matter if you're a small chain pharmacy or a smaller retail shop. We can help you navigate the digital landscape and make your business a success. Our software solutions, which include Rx processing, point of sale, long term care, E-signature, e–mar, and work flow management, give your business an edge in today's marketplace, allowing it to run more efficiently.

BlueSky Medical Staffing Software featuring Vendor Management empowers users to enhance their productivity, manage labor expenses, and much more. This genuinely vendor-neutral software as a service offers seamless integration capabilities, including features for recruiting, scheduling for staff and nurses, competency assessments, compliance and credential oversight, payroll processing, invoicing, time tracking, attendance monitoring, customizable dashboards, and comprehensive reporting tools. Additionally, it provides permission controls and various other functionalities designed to simplify your operations and improve workflow efficiency. Overall, BlueSky aims to provide a comprehensive solution to meet your staffing needs while ensuring better management of resources.

Aarogya, a comprehensive Hospital Management Information System, includes functionalities like OPD Management, IPD Management, OT Management, TPA Management, Pathology Lab Management, Inventory Management, Finance and Accounting Management, and Blood Bank Management, among others. The system is designed to operate during standard business hours and provides round-the-clock live support. This dependable software solution caters to the needs of mid-sized to large hospitals, diagnostic labs, and polyclinics, ensuring streamlined operations and improved patient care. It also emphasizes efficiency and adaptability, making it a valuable resource in the healthcare sector.

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.

Identify key challenges, foster exceptional client relationships, and elevate your presence and influence in your industry. EverGenius® streamlines this process effortlessly. Every operational task can be managed from a single, user-friendly “Scoreboard-like” dashboard. We understand the hurdles you encounter with marketing, scheduling appointments, developing a website, protecting your online reputation from detrimental reviews, and maintaining an active social media presence. For over 15 years, our focus has been on aiding businesses in implementing systems that draw in more potential customers. Next, we emphasize the importance of transforming those prospects into loyal clients and enthusiastic advocates. Explore all the features, initiate marketing campaigns, and customize your experience according to your needs. The platform is designed for simplicity, ensuring a seamless user experience with an intuitive interface. Technology is made straightforward yet powerful, and it comes at no cost to you. With EverGenius®, you'll attain an online presence akin to that of a celebrity, giving you a competitive edge that leaves others behind. This is not just about visibility; it’s about dominating your niche with confidence and authority.

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.

Influx Marketing Dashboard, a software designed for healthcare, is the best choice for sales and marketing automation software for some of America's most successful medical or surgical practices. Influx MD offers powerful marketing and sales features at an affordable price. It includes integrated customer relationship management (CRM), lead managing, email marketing, secure forms and education, as well as lead management.