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Healthcare CRM Software with Audience Targeting (2026)

Last updated: April 2026

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Healthcare CRM Software Key Features

    Based on 190 user opinions, we identified 6 features that are important for any product in Healthcare CRM Software

  • Appointment Management

    Manage various aspects of appointments including booking, rescheduling, canceling

    Average user rating

    4.8

  • Billing & Invoicing

    Create, manage, and send invoices or bills to customers

    Average user rating

    4.6

  • Mobile Access

    Access software remotely via mobile devices

    Average user rating

    4.6

  • HIPAA Compliant

    Compliant with HIPAA, which sets standards for sensitive patient data protection

    Average user rating

    4.8

  • Activity Dashboard

    Dashboard to view the status of ongoing processes, identify current incidents and track past activities

    Average user rating

    4.7

  • Document Management

    Store, manage, and track all electronic documents in a centralized location

    Average user rating

    4.4
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User rating

38 software options

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

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BestoSys logo

Practice management and growth software for Medical & dental

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Campaign management, landing page integration, lead management, lead nurturing with auto-CRM rules, cloud telephony integration,

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Thryv logo
Category Leaders

All-in-one management solution built for small business

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Thryv is an AI-powered CRM and marketing platform helping small businesses capture leads, automate follow-ups, and grow.

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Trella Health Marketscape logo

Data analytics solution for healthcare facilities

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Trella Health’s CRM centralizes tracking, pipelines, and analytics, helping teams uncover referral opportunities and grow smarter.

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Escala logo

CRM and marketing automation platform

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Escala is a marketing automation platform that helps businesses manage customers and streamline ad campaigns. Users can create landing pages and forms by customizing templates and publishing them according to requirements.

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Ripple logo

Patient recruitment and management for clinical trails

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Ripple is a SaaS platform that automates patient recruitment, administrative tasks, and reporting activities for contract research organizations and academic centers that are conducting clinical research and trials, as well as translational and social studies.

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Private Practice Software logo

Healthcare practice and patient management tool

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Private Practice Software (PPS) is a practice management software for private healthcare organizations of all sizes, including solo practitioners, large clinics, and hospitals. The patient management software creates treatment notes, manages appointments, generates marketing reports and more.

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Eldermark logo

Software Built for the Business of Senior Living

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Eldermark NEXT CRM boosts senior living ROI by improving sales and marketing operations. Enhanced lead targeting, automations, and integrations with care software, reduce costs and grow your occupancy. Its mobile-friendly design supports effective marketing and streamlined admissions management.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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NexHealth logo

Patient engagement platform for medical and dental practices

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NexHealth is a patient engagement and experience management platform for medical and dental practices. Features include EHR and practice management system integration, online scheduling, digital forms, appointment reminders, payments, video consultations, reporting, two-way messaging, and more.

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Vital Interaction logo

Patient engagement platform for the healthcare industry

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Vital Interaction is designed to help businesses in the healthcare industry manage patient data, business intelligence, and workflow automation. It enables professionals to enhance patient satisfaction, run drip and reactivation campaigns based on current procedural terminology (CPT) and international classification of diseases (ICD) codes, and handle appointments.

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iClinic logo

Medical practice management solution with EMR

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iClinic is a medical practice management solution that is available in Portuguese and offered in Brazil. The platform is designed to help businesses with teleconsultation, online marketing, calendar management, and electronic medical records.

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OperaDDS logo

Communication software for dental practices

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OperaDDS is an all-in-one HIPAA compliant intra-office communication & case collaboration software designed specifically for dental practices

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Health Cloud logo

Patient relationship management software in the cloud

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Salesforce Health Cloud is a collaborative, all-round healthcare CRM and patient management software for healthcare providers, payers, and patients

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Clinicea logo

The best Clinics across the world trust only Clinicea.

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We're the best all-in-one, cloud-based, clinic management platform for growing, ambitious clinics.

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InfluxMD logo

Sales & marketing solution for healthcare professionals

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Influx MD is an all-in-one sales and marketing solution designed for healthcare professionals from solo, group or hospital medical programs, with a built-in CRM

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CareMessage logo

Cloud-based patient engagement platform

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CareMessage is the technology non-profit building the largest patient engagement platform for low-income populations in the United States. Designed specifically for safety-net organizations committed to advancing health equity, the CareMessage platform leverages an integrated ecosystem, data analytics, precision messaging, and human touch to eliminate barriers in communication at key points in the patient journey.

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Focus Softnet logo

CRM solution for automating sales, marketing & services

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Centra Hub CRM system specially designed for the use of a health care organization. The primary goal of CRM is to engage with patients. Create a 360-degree view of patients by integrating data from multiple sources in a single profile.

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Aline logo

Senior living software for better outcomes.

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Aline optimizes your referral management while empowering your teams to reduce patient admission times, optimize occupancy rates, and automatically aggregate all referrals in one place — allowing for quick responses, reduction of data entry and the ability to capture the outcome of ev

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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Saleoid is the Best CRM Software for startups, agencies & SMBs an all-in-one platform to generate leads, manage sales, run marketing, and handle billing in one connected system. Starts at $5/month (2-year plan).

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CentrixOne logo

CentrixOne all in one CRM - Simple, Intuitive Affordable

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With CentrixOne you get contact management, account management, pipeline management, document management, email marketing, and marketing automation all under the same friendly interface. Your CRM data is in Canada. Support and training is available in both English and French.

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Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

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Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

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ChilliDB logo

Client management system for nonprofit organizations

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ChilliDB is a customer relationship management solution designed to help Australian semi-government authorities, nonprofit organizations & councils automate processes related to client administration, membership renewal, event planning, service delivery, professional development & needs assessment.

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ReferralMD logo

Patient engagement software with appointment scheduling

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ReferralMD is a patient engagement software that helps healthcare organizations manage referrals, e-consults, scheduling and other operations on a centralized platform. Administrators can build speciality-based workflows to receive, send, review, monitor, and track inbound and outbound referrals.

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