Best Healthcare CRM Software

Welkin Health is a healthcare CRM and care management platform built for care teams that manage chronic conditions, behavioral health, substance use, and population health programs. It combines patient records, multi-channel communication (secure video, chat, SMS, and email), lab and eRx integration with over 110 lab vendors, and an API-first architecture so organizations can connect Welkin to their existing health IT systems.

The platform offers codeless program design, letting non-technical staff build and adjust care protocols, along with task automation, real-time analytics dashboards, and claims billing support. Welkin serves community health centers, substance use programs, and other outcome-based care organizations, and offers a 14-day free sandbox for teams evaluating the platform before requesting a custom quote.

Keona Health provides CareDesk, an AI-powered patient access and contact center platform for healthcare practices and health systems. It combines Kara, a voice AI that answers routine calls, with ChatAI and WebAI for text and web based requests, and DeskAI, a copilot that gives real-time guidance to agents and nurses. The platform includes evidence-based clinical triage built on Schmitt-Thompson protocols, covering more than 600 adult and pediatric topics, plus automated patient self-scheduling and documentation.

Keona integrates with more than 50 EHR and practice management systems, including Epic, Cerner, Athenahealth, and Allscripts, giving staff a single view of patient demographics, history, and prior calls. It is entirely web based with no installation required and is used across specialties such as orthopedics, primary care, pediatrics, and women's health.

Veeva CRM, now delivered on the Veeva Vault CRM platform, is a customer relationship management system purpose built for life sciences sales, marketing, and medical teams. It gives field reps a single view of healthcare professionals, combining call reporting, content sharing, territory and account planning, key account management, and sampling in one system. Embedded AI features such as Agentic Call Report and Agentic Voice help reps capture compliant interaction data through natural language and voice input instead of manual entry.

Vault CRM unifies sales, marketing and medical activity across Approved Email, Engage, Events Management and Service Center on a shared database, with full offline support on iPad and iPhone for field teams. The move to Veeva's proprietary Vault platform became mandatory for new customers starting April 2024, replacing the previous Salesforce hosted version. Veeva does not publish pricing and negotiates contracts individually with each customer.

LeadSquared is a sales CRM and marketing automation platform used by healthcare, education, financial services and other high velocity sales organizations to capture, distribute and convert leads. It combines lead management, scoring, task automation and pipeline tracking with marketing tools like drag and drop email campaigns, landing pages and SMS outreach. An AI layer analyzes journey data to predict which leads are likely to convert and recommend next best actions for reps.

The platform offers mobile CRM apps with features like geo fencing, check in and offline access for field sales teams, along with over 20 integrations spanning telephony, ecommerce, and support tools such as Freshdesk, Salesforce, and Shopify. LeadSquared publishes two core plans, Sales Pro and Sales Super, priced per user per month on annual billing, with custom enterprise plans available on request.

Solutionreach is a patient engagement platform used by medical, dental and specialty practices to automate communication and reduce no shows. It provides two way texting, automated appointment reminders, online scheduling, digital patient intake, contactless check in, and recall campaigns that connect to over 400 practice management and EHR systems. Practices use it to fill schedules, collect payments through text to pay, and manage patient recall for preventive and follow up care.

Beyond communication, Solutionreach includes patient surveys, reputation management for online reviews, and segmented newsletter campaigns to drive repeat visits. The platform is organized into Essentials, Plus and Enterprise style packages named Patient Connect, Practice Efficiency, Practice Growth and Enterprise, each with a different monthly SMS message allowance. Solutionreach does not publish prices and requires a custom quote based on provider count and patient volume.

Klara is a patient communication and collaboration platform that unifies text messages, web chat, phone calls and voicemail transcriptions into a single HIPAA compliant conversation thread for medical practices. It automates appointment reminders, no show engagement, digital intake and post visit follow up, and lets patients self schedule and receive personalized pre visit instructions without calling the office. Internally, shared inboxes, notes and AI powered routing help staff collaborate on patient requests.

Klara was acquired by ModMed, formerly Modernizing Medicine, in February 2022, and its marketing site now redirects to ModMed's patient engagement pages while the Klara product name is retained for the messaging platform. Klara also includes telemedicine with virtual waiting rooms. Pricing is not publicly disclosed and depends on practice size, specialty and selected features, available only through a custom quote from ModMed sales.

NexHealth is an all-in-one patient experience platform for dental and medical practices that automates online booking, digital forms, insurance verification, payments, and patient communications. Its proprietary Synchronizer technology reads and writes data to a practice's existing health record system in real time, so front-office tasks stay in sync without manual double entry. The platform is used by more than 10,000 practices and supports booking through a practice's website, Google Business Profile, SMS, and QR codes.

NexHealth offers Starter, Standard, and Pro tiers built from modules such as scheduling, forms, communications, and payments, with pricing starting around $299 to $350 per month depending on the source, plus usage-based fees for SMS, payment processing, and additional users. Because NexHealth requires a custom quote based on practice needs, exact published tier pricing is not available on its website.

Salesforce Health Cloud is a patient and member relationship management platform built on the core Salesforce CRM for healthcare providers, payers, and life sciences organizations. It centralizes patient demographics, clinical data, and interactions into a single Patient 360 view so care coordinators can track appointments, care plans, and outreach in one place, while inheriting Salesforce tools such as workflow automation, reporting, and Einstein AI.

The product adds healthcare specific capabilities including care coordination, secure patient messaging, intelligent appointment scheduling, financial assistance enrollment, and advanced therapy management. It supports HIPAA, HL7 FHIR, HITRUST, and other healthcare compliance standards. Editions scale from Enterprise to Unlimited to Einstein 1 for Service, billed annually per user, with a 30 day free trial available for evaluation.

Luma Health is a patient success platform that automates administrative workflows across the patient journey, from scheduling and referrals to intake, payments and feedback. Its Spark AI engine powers agentic modules for access, such as order orchestration, referral routing, waitlist management, and prescription refill requests, alongside conversational SMS and chat tools like a self service LumaBot concierge. The platform integrates bidirectionally with major EHR systems including Epic, Oracle Health, MEDITECH, athenahealth and eClinicalWorks.

Beyond messaging, Luma Health includes responsive digital intake forms, mobile check in, and LumaPay for text based bill payment, aimed at reducing staff phone workload and missed appointments. Luma Health is used mostly by enterprise health systems, specialty groups and regional care networks. Pricing is not publicly disclosed and is customized after a sales consultation based on organization size, patient volume and modules selected, and no free trial is offered.

Pepper Cloud CRM is the best sales CRM tool built for SMEs, that helps in managing leads, sales opportunities, customer interaction, and revenue forecasting with a single platform. It suits business needs across multitudes of industries, like manufacturing, real estate, food delivery, finance, travel, events, and beyond. An all-in-one sales CRM that perfectly matches the sales and marketing requirements to grow and automate business. It comes with features like sales and marketing automation, sales pipeline management, WhatsApp integration, lead capture and generation, email marketing, etc. An Omnichannel CRM that fully integrates with messaging channels like WhatsApp, Facebook, Instagram, and Telegram; accounting software like Xero; email marketing software like MalierLite and MailChimp; voice and video conferencing platforms like Aircall and Zoom and more. The CRM with AI-integrated chatbot simplifies support and communication, leading to a boost in business productivity. WhatsApp integrated CRM allows the sales team to access a single WhatsApp account on multiple devices, set up WhatsApp accounts using landline numbers and includes features for sales and marketing automation, advertising, campaign broadcasting, WhatsApp catalogues, and more. Read Pepper Cloud CRM Reviews