Top 10 Healthcare CRM Software in 2024

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

*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.

*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: