Patient engagement platform (Upfront); note this differs from the earlier Influence Health
Best Healthcare CRM Software
Healthcare CRM software is a specialized tool designed to manage and streamline patient interactions and relationships within healthcare organizations. These solutions cater to hospitals, clinics, medical practices, and healthcare providers, enabling them to improve patient engagement, satisfaction, and overall care delivery.
More about Healthcare CRM Software
Key capabilities include:
- Patient Data Management
- Appointment Scheduling
- Communication Tools
- Patient Engagement
- Referral Management
- Analytics and Reporting
Healthcare CRM systems integrate with electronic health records (EHR) and other healthcare IT systems to provide a unified view of patient data and streamline workflows. By centralizing patient information and interactions, these CRM solutions enable healthcare providers to deliver personalized care, improve patient outcomes, and optimize operational efficiency.
To qualify for the Healthcare CRM Software category, a product must:
- Provide tailored features for healthcare organizations to manage patient interactions and relationships effectively.
- Maintain patient data repositories and integrate with EHR systems for seamless data exchange.
- Offer appointment scheduling, communication tools, and patient engagement capabilities.
- Support analytics and reporting functionalities to track patient interactions and measure the effectiveness of patient engagement initiatives.
The core value proposition is enabling healthcare organizations to enhance patient engagement, satisfaction, and care delivery through centralized data management, streamlined workflows, and personalized communication.
Healthcare CRM Software Compared
Compare the 10 most relevant Healthcare CRM Software options on price, free trial and deployment.
| Product | Starting price | Free trial | Free plan | API | Deployment |
|---|---|---|---|---|---|
 Welkin Health Healthcare CRM and care management platform for coordinated, outcome based… | Custom | ✓ | – | ✓ | Cloud Based |
 Keona Health AI-powered patient access, scheduling, and nurse triage platform for healthcare… | Custom | – | – | – | Cloud Based |
 Veeva CRM Agentic CRM built for pharmaceutical and life sciences commercial teams | Custom | – | – | ✓ | Cloud Based |
 LeadSquared AI powered sales CRM and marketing automation for high velocity… | ₹90,000 | ✓ | – | ✓ | Cloud Based |
 Solutionreach All in one patient engagement and communication platform for medical… | Custom | – | – | ✓ | Cloud Based |
 Klara HIPAA compliant patient communication platform, now part of ModMed | Custom | – | – | ✓ | Cloud Based |
 NexHealth Patient experience platform that syncs scheduling, forms, and payments with… | Custom | – | – | ✓ | Cloud Based |
 Salesforce Health Cloud AI powered patient and member relationship platform for healthcare and… | $325/month | ✓ | – | ✓ | Cloud Based |
 Luma Health Operational AI platform automating patient access, intake and payments for… | Custom | – | – | ✓ | Cloud Based |
 Pepper Cloud CRM Best Sales CRM Software built just for SMEs | Not published | ✓ | – | ✓ | Cloud Based |
All Software
13 Best Healthcare CRM Software Options
Showing 21 - 13 of 13 products
The URL supplied for "Influence Health" (upfronthealthcare.com) does not lead to the historical Influence Health company. Influence Health was the 2014 rebrand of MedSeek, a healthcare marketing and CRM company that Healthgrades acquired in January 2019. The domain upfronthealthcare.com instead belongs to Upfront, a separate patient engagement platform for hospital systems that Health Catalyst agreed to acquire in a deal announced January 2025.
Because the name and URL point to different companies, this listing describes Upfront, the product actually found at the given URL. Upfront delivers personalized, omnichannel patient outreach, referral management, and appointment reminders, and reports serving about 3,000 healthcare locations including Allina Health, Hartford Healthcare, and Trinity Health. No public pricing is listed; prospects must contact sales directly.
Read Influence Health Reviews Explore additional details
Explore various Keka features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Influence Health Features- Personalized omnichannel patient communications
- Unified patient history and communication tracking
- Patient sentiment analysis and automated outreach
- Psychographic-based patient segmentation
- Referral management
- Automated appointment reminders
- Revenue cycle optimization tools
Pricing
Influence Health Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Healthcare CRM and physician relationship platform from Healthgrades for patient engagement
Healthgrades acquired Evariant in 2020, combining Evariant's healthcare CRM (HCRM) and physician relationship management (PRM) technology with Healthgrades' consumer-facing ratings and scheduling platform. The combined solution, now marketed as Evariant, a Healthgrades company, helps hospitals and health systems with patient acquisition, retention, network utilization, and physician relationship tracking through a single engagement platform.
Because the product is sold to hospitals and health systems as an enterprise solution, Healthgrades does not publish pricing and requires organizations to contact its partner sales team for a quote. Public information on current standalone features and packaging is limited following the acquisition, so prospective buyers should confirm current capabilities directly with Healthgrades.
Read Healthgrades (Evariant) Reviews Explore additional details
Explore various Keka features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
- Healthcare CRM (HCRM) for patient engagement
- Physician relationship management (PRM)
- Patient acquisition and retention campaigns
- Network utilization and referral tracking
- Marketing campaign measurement and ROI reporting
- Integration with Healthgrades' consumer ratings platform
- Data and analytics for health system growth strategy
Pricing
Healthgrades (Evariant) Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Post-acute care CRM and referral intelligence platform, now part of Trella Health
PlayMaker Health was a mobile-first CRM and market intelligence platform for post-acute care providers, including home health, hospice, HME, and infusion companies, combining Medicare Parts A and B, Medicare Advantage, Medicaid, and commercial claims data with more than 37 EMR integrations. The playmakerhealth.com website now redirects to Trella Health, which acquired PlayMaker Health, and the product is marketed today as part of Trella Health's referral and market intelligence offering rather than as a standalone PlayMaker product.
Because PlayMaker is no longer sold independently, current standalone pricing and packaging are not published. Organizations interested in the platform should evaluate Trella Health's combined CRM and market intelligence suite directly, and expect a custom, subscription-based quote rather than published self-serve tiers.
Read Playmaker (Health) Reviews Explore additional details
Explore various Keka features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Playmaker (Health) Features- Mobile CRM for post-acute referral tracking
- Medicare Parts A and B claims data
- Medicare Advantage, Medicaid, and commercial claims data
- 37+ EMR integrations
- Real-time reporting and executive dashboards
- Conversion rate and marketing performance tracking
- Coverage for home health, hospice, HME, and infusion providers
Pricing
Playmaker (Health) Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Healthcare CRM Software Buyer's Guide
Picking Healthcare CRM Software is mostly a question of fit rather than feature count, since most credible options cover similar ground differently. This guide walks through capabilities, typical users, pricing models, and how to run a trial that tells you something.
What is Healthcare CRM Software?
Healthcare CRM Software helps teams run the day to day operations of healthcare crm work in one system rather than across separate tools and spreadsheets. The value is mostly in removing duplicate effort, since the same information stops being re entered across disconnected tools. Stronger options pair a workable day to day interface with the depth you need as requirements grow.
Key features to look for in Healthcare CRM Software
These are the capabilities that most often distinguish Healthcare CRM Software products in practice.
- Records and profiles built around healthcare crm work
- Scheduling and capacity planning
- Workflow stages matching how healthcare crm operations actually run
- Invoicing and payment handling
- Document storage and compliance records
- Customer and contact communication
- Reporting on the measures that matter in healthcare crm work
- Role based access for different staff types
Benefits of using Healthcare CRM Software
Teams using Healthcare CRM Software well typically report:
- Workflows that match healthcare crm operations instead of a generic process
- Less adaptation of general purpose software to a specialist job
- Records and terminology that fit the field
- Compliance and record keeping handled in one place
- Reporting on measures that are actually relevant
Who uses Healthcare CRM Software?
Healthcare CRM Software is used by owners and managers in healthcare crm work, administrative staff, and the frontline teams delivering it. The best fit depends less on organisation size than on how closely a product’s assumptions match how you already operate.
How to choose the right Healthcare CRM Software
The factors that most often decide a Healthcare CRM Software choice:
- How closely the workflow matches your own healthcare crm operation
- Whether sector specific compliance requirements are covered
- The size of operation the product is genuinely designed for
- Data migration from whatever you use today
- How responsive the vendor is to requests specific to this field
Test two or three options on real cases, not a scripted demo, and weight the opinion of whoever will be in it every day.
How much does Healthcare CRM Software cost?
Most Healthcare CRM Software vendors charge per seat or per site monthly, with tiers set by how large the operation is. Sector specific tools usually price above generic alternatives because the buyer pool is smaller. Model cost at the scale you expect to reach, and check nothing you depend on sits in a higher tier than the one quoted.
FAQs of Healthcare CRM Software
Healthcare CRM Software is built for healthcare crm work, bringing the records, scheduling, billing and compliance that this field needs into a single system.
A generic system can be bent into shape, but Healthcare CRM Software already assumes how healthcare crm work runs, so there is less configuration and less compromise.
Some Healthcare CRM Software options target small single site healthcare crm teams while others assume multi site groups, so confirm which you are being shown.
Ask any Healthcare CRM Software vendor exactly which of your existing healthcare crm records they migrate, since this is often quoted as separate work.
Most Healthcare CRM Software vendors price per user or per location monthly, and specialist healthcare crm products typically cost more than general alternatives.
Run a short Healthcare CRM Software trial using your own healthcare crm cases, since a prepared demo is built to succeed in a way your real work is not.