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Top Rated Healthcare CRM Software with Document management

Last updated: July 2026

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79 software options

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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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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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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LeadSquared logo

Built for Experiences, Tuned for Outcomes.

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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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StoriiCare logo

Software for adult day care and assisted living providers

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StoriiCare helps nursing homes, adult day care centers, and assisted living providers manage patient admissions, staff scheduling, communication, reporting, and more. Users can create custom care plans, track progress, and upload documents in a centralized repository for future reference.

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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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Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

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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BestoSys logo

Practice management and growth software for Medical & dental

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

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monday CRM logo

Customer relationship management solution

monday CRM is the best CRM software to deliver personalized care for each patient. Keep track of your patients' contact details, medical history and records all in one place. Use smart boards to assign items, automate emails, set reminders, and share files with your team members and patients.

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MidexPRO logo

Cloud-based Private Practice Management Software

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

New era CRM to manage all customer and operational workflows

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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Saúde Vianet logo

Clinic management system

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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Caspio logo

Low-code application development platform.

Caspio is a low-code application development platform for building custom, data-driven business applications without coding. It combines a cloud database, visual app builder, workflow automation, and enterprise-grade compliance. Unlimited users with no per-user pricing on every plan.

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HubSpot CRM logo

CRM and lead management solution

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

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Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.

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ECP logo

All-in-one platform purpose-built for assisted living.

ECP is the all-in-one platform purpose-built for assisted living communities. It connects eMAR, EHR, CRM, Move-Ins, Billing, and Insights in one system built on a single resident record. Trusted by 8,500+ communities across all 50 states. 100% US-based support.

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ServiceOS logo

Field service management solution

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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Wingmate logo

Field Service Management Software

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

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Rolldog logo

Customer relationship management solution

Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

With FreeAgent CRM for Healthcare better inform your team to effectively engage and manage patients.

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TynetOnline logo

Electronic health record (EHR) and medical billing solution

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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Clinicea logo

The best Clinics across the world trust only Clinicea.

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

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Ripple logo

Patient recruitment and management for clinical trails

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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AbbaDox logo

We Simplify Healthcare IT.

AbbaDox is a healthcare software provider specializing in radiology workflow solutions. The company’s comprehensive cloud-native platform helps outpatient imaging centers optimize their operations throughout the entire patient journey.

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OneHash CRM logo

World's 1st FaaS(FOSS+SaaS)

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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