AIMultiple ResearchAIMultiple Research

Top 10 Healthcare CRM Software in 2024

Updated on May 25
4 min read
Written by
Cem Dilmegani
Cem Dilmegani
Cem Dilmegani

Cem is the principal analyst at AIMultiple since 2017. AIMultiple informs hundreds of thousands of businesses (as per Similarweb) including 60% of Fortune 500 every month.

Cem's work focuses on how enterprises can leverage new technologies in AI, automation, cybersecurity(including network security, application security), data collection including web data collection and process intelligence.

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In the healthcare industry, managing sensitive patient data and providing superior customer service are paramount. However, as of 2021, U.S. healthcare services ranked only 44th in customer service. This discrepancy underscores the need for patient relationship management solutions to improve service delivery. One promising tool is healthcare Customer Relationship Management (CRM) software.

This article explores the capabilities of CRM healthcare software and provides a benchmarking on the best healthcare CRM software in the market.

Top 10 CRM healthcare software solutions benchmarking

VendorsEmployee sizeReviewsFree TrialPriceRatings*
Creatio575225Starts from $25/
month per user
4.6/5
Netsuite CRM19,6492,523✖️Not provided4/5
Zoho CRM5,0002,400Starts from $14/
month per user
4/5
Freshsales7,5001,060Starts from $15/
month per user
*billed annually
4.5/5
insightly CRM138868Starts from $29/
month per user
*billed annually
4.2/5
Zendesk for Healthcare6,300600Starts from $19/ month per user
*billed annually
4.2/5
monday.com CRM1,747598Starts from $10/ month per user4.7/5
Kapture CX360106✖️Starts from $19/
month per user
4.3/5
PatientPop22246Not provided4.1/5
Salesforce Health Cloud75,00031Starts from $300/
per month
*billed annually
3.8/5

*Ratings on software review platform G2.

Disclaimer: With sponsors at the top, other vendors are sorted by the total number of reviews in descending order.

We have analyzed the vendors in terms of market presence and commercials (e.g., free trial & price). Tables are sorted alphabetically and you can resort them, for example, by the ratings that these tools received.

VendorsDeploymentCalendarAutomated notificationsLow-code no-codeSales forecastingData complianceCustomer supportQuality of support*
CreatioOn-premise
Cloud-based
Mobile
GDPR, HIPAA, ISO / IEC 27001: 2013Phone Support
24/7 Live Agent
Chat
9.1/10
Netsuite CRMCloud-Based
Mobile
GDPRPhone Support
24/7 (Live Rep)
Chat
7/10
Zoho CRMCloud-basedNot providedGDPR, HIPAAPhone Support
24/7 (Live Rep)
Chat
7.5/10
FreshsalesCloud-based
Mobile
N/A / syncs with other tools✖️GDPR, HIPAAPhone Support
24/7 (Live Rep)
Chat
8.9/10
insightly CRMCloud-based
Mobile
Available with additional costs✖️GDPR, HIPAAPhone Support
24/7 (Live Rep)
Chat
8/10
Zendesk for HealthcareCloud-based
Mobile
N/A / syncs with other toolsAvailable with additional costs✖️GDPR, HIPAAPhone Support
24/7 (Live Rep)
Chat
8.5/10
monday.com CRMCloud-based
Mobile
GDPR, HIPAA, ISO / IEC 27001: 201324/7 (Live Rep)
Chat
8.8/10
Kapture CXCloud-based
Mobile
✖️GDPR, HIPAAPhone Support
24/7 (Live Rep)
Chat
8.4/10
PatientPopCloud-based✖️✖️HIPAAPhone Support
Chat
7.6/10
Salesforce Health CloudCloud-based
Mobile
✖️GDPR, HIPAA, ISO 27001, ISO 27017, ISO 27018Live Agent (with additional costs)
Help Center
7.7/10

*Ratings on software review platform G2.

Here, we also analyzed the capabilities and features of healthcare CRM tools. Since all vendors offer document management and 360° customer view capabilities, we didn’t include them in the table. You can sort Table 2, for example, by the quality of support.

Note: With monday.com CRM and Creatio (sponsored) at the top, we’ve alphabetically listed the vendors.

Vendor selection criteria

While determining the vendors to examine in our research, we narrowed our vendor list based on some criteria. We used the number of B2B reviews and employees of a company to estimate its market presence because these criteria are public and verifiable.

Therefore, we set certain limits to focus our work on top companies in terms of market presence, selecting firms with:

  • 100+ employees
  • 50+ reviews on review platforms including G2, Trustradius, Capterra
  • at least one Fortune 500 reference

Disclaimer:

The data is gathered from the websites of vendors. Please keep in mind that some vendors provide a variety of services (e.g., Salesforce), while some are only focused on CRM. That’s why, both their company size and the number of reviews may differ. If you believe we have missed any vendor or any feature, please contact us so that we can consider adding it to our article.

For those interested, here is our data-driven list of CRM software.

Healthcare CRM system’s capabilities

Calendar

CRM systems often include scheduling features that allow healthcare providers to manage appointments and resource allocation. This includes scheduling patient visits, tracking the availability of doctors or medical staff, and organizing the use of medical facilities or equipment.

Automated notifications

CRM software can send automated notifications to both staff and patients. These can include appointment reminders, medication reminders, follow-up reminders after a visit, or notifications about test results. This feature aids in improving adherence to treatment plans and enhancing patient engagement.

Document management

Healthcare involves a lot of paperwork, from Electronic Healthcare Records (EHR) to regulatory compliance documents. A CRM can store, organize, and provide easy access to these documents, improving efficiency and reducing the risk of lost or misplaced information.

Low-code no-code development

Low-code no-code development in healthcare CRM systems allows for rapid, customized application development, reducing dependence on specialized IT teams. This empowers healthcare staff to create solutions specific to their needs, increasing operational agility. It also provides cost-efficiency by cutting down the costs associated with traditional software development.

Sales forecasting

This capability involves the delivery of healthcare services, which can predict the future demand for certain services or treatments through AI-powered CRM systems. This way, healthcare providers make informed decisions about business processes such as:

  • Resource allocation
  • Budget planning
  • Inventory management
  • Lead management

360° customer view

This feature provides a comprehensive view of each patient, including their medical history, previous interactions with the healthcare provider, and personal preferences. This allows healthcare providers to personalize care and improve patient satisfaction.

Data compliance

Given the sensitive nature of healthcare data, the CRM solution must have robust security measures in place. This includes ensuring that patient-provider communications are secure and that patient data is protected.

Customer support

The healthcare service provider should evaluate the level of support provided by the CRM vendor. This includes technical support, training, and assistance with implementation and troubleshooting. Good vendor support can make a significant difference in the successful deployment and use of the CRM.

Transparency statement:

AIMultiple serves numerous emerging tech companies, including Creatio and monday.com CRM.

If you need help in your vendor selection process, we can help:

Find the Right Vendors
Cem Dilmegani
Principal Analyst

Cem is the principal analyst at AIMultiple since 2017. AIMultiple informs hundreds of thousands of businesses (as per Similarweb) including 60% of Fortune 500 every month.

Cem's work focuses on how enterprises can leverage new technologies in AI, automation, cybersecurity(including network security, application security), data collection including web data collection and process intelligence.

Cem's work has been cited by leading global publications including Business Insider, Forbes, Washington Post, global firms like Deloitte, HPE, NGOs like World Economic Forum and supranational organizations like European Commission. You can see more reputable companies and media that referenced AIMultiple.

Cem's hands-on enterprise software experience contributes to the insights that he generates. He oversees AIMultiple benchmarks in dynamic application security testing (DAST), data loss prevention (DLP), email marketing and web data collection. Other AIMultiple industry analysts and tech team support Cem in designing, running and evaluating benchmarks.

Throughout his career, Cem served as a tech consultant, tech buyer and tech entrepreneur. He advised enterprises on their technology decisions at McKinsey & Company and Altman Solon for more than a decade. He also published a McKinsey report on digitalization.

He led technology strategy and procurement of a telco while reporting to the CEO. He has also led commercial growth of deep tech company Hypatos that reached a 7 digit annual recurring revenue and a 9 digit valuation from 0 within 2 years. Cem's work in Hypatos was covered by leading technology publications like TechCrunch and Business Insider.

Cem regularly speaks at international technology conferences. He graduated from Bogazici University as a computer engineer and holds an MBA from Columbia Business School.

Sources:

AIMultiple.com Traffic Analytics, Ranking & Audience, Similarweb.
Why Microsoft, IBM, and Google Are Ramping up Efforts on AI Ethics, Business Insider.
Microsoft invests $1 billion in OpenAI to pursue artificial intelligence that’s smarter than we are, Washington Post.
Data management barriers to AI success, Deloitte.
Empowering AI Leadership: AI C-Suite Toolkit, World Economic Forum.
Science, Research and Innovation Performance of the EU, European Commission.
Public-sector digitization: The trillion-dollar challenge, McKinsey & Company.
Hypatos gets $11.8M for a deep learning approach to document processing, TechCrunch.
We got an exclusive look at the pitch deck AI startup Hypatos used to raise $11 million, Business Insider.

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