Best Web-Based 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.

AestheticsPro is today's most comprehensive medical aesthetic software. HIPAA cloud compliant with integrated POS, targeted advertising, and results driven reporting paired with electronic charting and client portal with "book now" capabilities. AestheticsPro provides everything you need to run your medical spa business.

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.

AZZLY Rize is the premier clinical and business platform for addiction treatment and mental health organizations. As a modern technology platform, AZZLY Rize is a system that can scale with you. Use as little or as many of the features and functions available based on your program and staff needs. Key features for OUTPATIENT Programs include e-check-in, scheduling, appointment reminder, Zoom telehealth, treatment plans, progress notes, assessments and surveys. For RESIDENTIAL Programs: census, medication management, bed board, withdrawal management, DrFirst e-prescribing, EPCS, PDMP and labs. For all Programs: alerts, patient engagement, 5 star implementation and support services, and seamless electronic billing and claims submission. As a true all-in-one platform, we empower treatment centers to take control of their compliance and revenue cycle management and reporting requirements. As a purpose-built tool for mental health and substance use disorder programs, we offer a flexible pricing plan to replace dated technology. Use our compliant Master Library of Forms or we configure your documentation forms to match what you use today. Hosted in Microsoft Azure Private Cloud Network for added security and HIPAA privacy.

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.

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.

Solutionreach is 100% focused on providing the technology and the expertise to use it to improve patient care and create a more profitable practice. We were the first to do it, and we continue to be the leader in this field, almost 20 years later. We help practices improve their patient experience and connect with patients the way they want. The result? Patients are more likely to schedule appointments and show up for appointments. Patients leave glowing reviews for their providers, which is then shared with others. All patients receive regular communications, which keep them connected to the practice. We bring all the experience that we have gained from 52,000 other practices to every practice when they agree to work with us. We are the right partner if a practice is ready for growth and increased revenue.

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.

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.

#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.

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.

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.

Ayfa iClinic offers medical software designed to enhance organization and efficiency in your clinic. Experience greater practicality in your daily operations with a user-friendly clinic management solution. With iClinic Teleconsultation, you can guide your patients remotely, while iClinic Marketing allows you to launch campaigns and email streams effectively. The online agenda feature enables you to access your medical schedule from any location, ensuring you never miss an appointment. Customize your electronic medical record to meet your specific needs, as we aim to make your clinic as successful as you envision. Ayfa iClinic is more than just a system; we provide ongoing support throughout your daily activities, offering quick assistance and advice to optimize your clinic's performance. With 100% of your data stored securely in the cloud, access your information from any device with bank-level security ensuring that all data is encrypted and protected. Our user experience team has crafted the most intuitive system in Brazil, and we have successfully assisted over 70,000 professionals across 22 countries and every state in Brazil. Discover the practical advantages of Ayfa iClinic, demonstrating how it is a more cost-effective solution compared to traditional paper methods. Our mission is to continuously improve the way you manage your practice and enhance your interactions with patients.

AlphaMed Solutions includes electronic healthcare records, customized solutions, and modern healthcare and business applications that collect and analyze real time critical patient data. These HIPAA-compliant solutions use cutting-edge medical protocols and combine the expertise and experience of award-winning Alpha Software engineers with practicing physicians. The apps can access and collect medical data at high speeds, work with or without a cell signal and integrate with almost any healthcare system. For example, the AlphaMED Workplace Wellness app guides employees to the end of a COVID-19 quarantine period or illness period by collecting daily temperature readings and current symptoms. The app uses established criteria, test results, and the illness cycle to determine when key milestones have been met and alerts employees when they are safe to return to work.

HQ3 is a cutting-edge web application aimed at assisting you and your team in managing and promoting various health services. Packed with a plethora of useful features that have been specifically requested by healthcare professionals such as pharmacists and doctors, it provides a tailored experience. You can customize your preferences to utilize HQ3 in a way that suits your needs, activating only the features you desire with just a click. With capabilities ranging from online scheduling to comprehensive appointment management both before and after, HQ3 enhances your ability to broaden your services while delivering outstanding patient care. Designed with success in mind, getting started with HQ3 is a straightforward process. Additionally, our dedicated support team is available to ensure that everything is set up properly before you launch your services. This commitment to support helps facilitate a seamless transition for your practice.

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.

Your office must manage sensitive information. Add to that the requirement for consent forms for almost every procedure, and you have a significant burden on your hands. Reduce the burden for your team. OperaDDS is a simple, hands-free solution. You can quickly collect intake forms and send them back to your practice management software for zero data entry. All practice management systems compatible. Eaglesoft, Dentrix and Open Dental can be contacted. In today's busy world, it is essential to get patients to show up using an automated reminder system. We automate the recall process and add handy features such as voice reminders, 2 way texting, postcards and emails to help you keep your schedule full. If your patient says they are unable to make it, you can suggest another time or reschedule.