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Healthcare CRM Software with Chat/Messaging (2026)

Last updated: April 2026

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Healthcare CRM Software Key Features

    Based on 189 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

52 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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Zoho CRM logo

Customer relationship management solution

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Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

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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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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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Liine logo

AI-powered call tracking, marketing analytics and ad optimiz

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AI-powered call tracking, marketing analytics and ad optimization platform built for multisite healthcare, dental and vet practices

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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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ShiftCare logo

Home care software for agencies and care teams

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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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LeadSquared logo

Marketing automation and sales execution platform

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HIPAA compliant Healthcare CRM and marketing automation to automate patient intake, syncs with EMR, with Mobile CRM for onsite caregiving.

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Wingmate logo

Field Service Management Software

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Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more.

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SocialClimb logo

Automated growth platform for medical practices

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SocialClimb's platform helps doctors, medical practices, and hospital service lines grow their business by taking charge of their online presence, sending ads targeted to the right patients, and measuring marketing campaign patient acquisition costs.

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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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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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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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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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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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splose logo

AI Practice Management Software for Allied Health

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splose is the most powerful AI practice management software, hands down. It harnesses the power of automation and AI to put time back into the hands of healthcare professionals around the globe so they can focus on what they do best – caring for people.

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doctoranytime logo

Medical appointment scheduling & management solution

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Doctoranytime helps you store and and manage your patient information, improve patient acquisition strategy, engagement and marketing processes. While complying with the healthcare security regulations.

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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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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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