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Healthcare CRM Software with Billing & Invoicing (2026)

Last updated: March 2026

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Healthcare CRM Software Key Features

    Based on 174 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

    4.5

  • 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

    4.9

  • Activity Dashboard

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

    Average user rating

    4.7

  • Reporting & Statistics

    Collection, analysis & representation of numerical data and generation of reports to understand various patterns

    Average user rating

    4.8
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Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

63 software options

Health Cloud logo

Health Cloud

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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Eldermark logo

Eldermark

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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Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

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Maintain up-to-date information about patients, store valuable insights, and provide better customer experiences with Bigin—a HIPAA-certified CRM. From multichannel communication and foolproof automation to a centralized database for all patient data, Bigin has all the features you need!

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Doctoralia for Specialists logo

Solutions to manage doctor-patient communication.

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Doctoralia Pro provides solutions to manage communication between health centers and patients. It is designed for any type of clinic: therapeutic, pediatric, ophthalmology, dental, fertility, or respiratory. It helps to optimize time and increase revenue.

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Carepatron logo
Category Leaders

The healthcare workspace for small teams and their clients.

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All your healthcare work in one place: Notes, Clients records, Appointments, Billing, Payments, Transcription, Communication & more.

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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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Spotler CRM logo

The Powerful CRM for Growing Teams

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Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.

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Caspio logo

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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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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vcita logo
Category Leaders

Appointment scheduling and reminder solution

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vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

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BestNotes logo

Cloud based electronic health records solution for clinics

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BestNotes is a cloud based electronic health record management solution for the behavioral health and substance abuse industry. Features include: scheduling, patient portal, audit-compliant documentation, medication administration, outcome tracking, e prescribing, lab tracking, and reporting

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ECP logo

Assisted living solution for healthcare providers

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ECP is a cloud-based assisted living solution designed to help group homes, rehabilitation centers, and independent living facilities manage processes related to individual care plans, resident assessments, audits, building maintenance, billing, and lead tracking.

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MidexPRO logo

Cloud-based Private Practice Management Software

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The intuitive Practice Management software that facilitates your medical practice. Used by groups of Consultants, Secretaries, and Billing companies alongside individual businesses. Cloud-Based and Mobile optimised with integrations and features to assist daily functions and efficiency.

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Creatio CRM logo
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New era CRM to manage all customer and operational workflows

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AI-powered healthcare CRM for seamless patient experiences. Healthcare CRM Creatio is designed for large healthcare providers to automate patient engagement, streamline care coordination, and optimize operations with no-code customization.

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ShiftCare logo

Helping you deliver a higher standard of care.

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A cloud-based management platform that helps care and support providers increase efficiency and save time on admin.

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Saúde Vianet logo

Clinic management system

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The Vianet Health Application is a complement to the management platform for small and medium-sized clinics and offices, offering an extension to a range of products, such as diary, billing, financial, electronic patient records and telemedicine.

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NutriAdmin logo

CRM and meal planning system for nutritionists & dietitians

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NutriAdmin is a client relationship management (CRM) solution for nutritionists, dietitians and therapists, with features spanning Electronic Medical Record management, meal planning, shopping list creation, nutritional analysis, questionnaires, online payment, appointment scheduling, and reporting

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Solutionreach logo

Patient engagement platform for practices of all sizes

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Solutionreach is a patient engagement platform designed for healthcare practices of all sizes, including primary care, multi-unit operations, and specialty practices. With this solution, healthcare teams can access a comprehensive set of capabilities including website management, online scheduling, reputation management, follow-up surveys, patient portal, telehealth, and more.

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ServiceOS logo

Field service management solution

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ServiceOS is designed to automate countless interactions for you. From crew management and job scheduling to invoicing and payments. The future is now and taking your business to the next level has never been easier.

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OneHash CRM logo

World's 1st FaaS(FOSS+SaaS)

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A 100% smart SaaS-based, Robust, Scalable, Economical, & Fully- Featured platform with CRM, ERP, HCM, Project Management, Helpdesk solution, sales automation solution with built-in integrations available at $99/month for Unlimited Users.

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Oracle Health Ambulatory Suite logo

AI-powered solutions transforming outpatient care

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Integrated, AI-powered cloud suite helping to streamline outpatient workflows, EHR, patient engagement, analytics, and revenue management.

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HUMHEALTH logo

Humhealth is a group of programs that supports RPM, CCM etc.

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Humhealth provides your care team the right remote patient monitoring devices, chronic care management services, annual wellness visit (AWV), behavioral health integration (BHI) services, principal care management (PCM), transitional care management (TCM), remote therapeutic monitoring (RTM).

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TynetOnline logo

Electronic health record (EHR) and medical billing solution

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Tynet Online Allows home healthcare agencies automate their workflow, increase their productivity and compliance. Since 2006 our EMR Application has helped over 700+ home health, Pediatric and Hospice agencies across the USA become very profitable

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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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