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Top Rated Healthcare CRM Software with Document management - Page 2

Last updated: September 2026

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82 software options

ShiftCare logo

Home care software for agencies and care teams

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

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vcita logo

Appointment scheduling and reminder solution

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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Toolyt SFA logo

CRM software

Toolyt, built to be an intelligent mobile personal assistant for field sales teams to increase productivity & customer engagement.

With the vision of easing streamline processes, saving time & money, & getting insights into real-time analytics, Toolyt is a perfect tool to enhance your sales Team.

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GipoNext logo

The all-in-one software solution for clinics

GipoNext is a 100% cloud-native clinic management software to digitize the whole patient journey.

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Zenith CRM logo

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

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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InfluxMD logo

Sales & marketing solution for healthcare professionals

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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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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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Health Portal Solutions logo

Integrated Portals for Insurance & Healthcare Payers

Health plan administration involves many moving parts. We help Healthcare Payers organize their data, vendors, and business processes behind one login so they can efficiently manage the different pieces of the health plan in one place.

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Navix Health logo

AI-native EMR and CRM for behavioral health facilities.

AI-native EMR and CRM for behavioral health facilities. NavixScribe, AutoFill, and SmartFill cut documentation time 2+ hours daily.

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Users also considered
TurnPoint logo

Community care software for homecare service providers

TurnPoint Care is a community care logistics solution which helps home & health care services manage invoicing, staff scheduling, payroll, & clinical records

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One Time Home Health Care logo

Home Care Management Solution

One Time Home Health Care is a home Care CRM solution that helps businesses manage electronic visit verification, patient coordination, billing, payroll, and more.

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Aline logo

Senior living software for better outcomes.

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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ChilliDB logo

Client management system for nonprofit organizations

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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Chatabox logo

A user-friendly CRM software for small to medium business.

Chatabox is a user-friendly CRM that is highly scalable and centralises and tracks contact management, marketing campaigns, appointments, reminders, task management and more. Its built-in search functionality allows users to locate reports, emails, files, and calendar items using custom criteria.

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Better Clinics logo

Practice management tool for health & fitness professionals

Designed for nutritionists, physiotherapists, psychologists, fitness trainers, and speech therapists, Better Clinics helps streamline various administrative processes related to appointment booking, payment processing, review management, and more.

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Exeevo Omnipresence logo

Cloud CRM Platform for the Life Sciences Industry

Exeevo Omnipresence is one multichannel CRM solution created specifically for the life sciences industry. Its use cases include Marketing, Commercial, Field CRM, Medical Affairs CRM, Event management, Content Management, Expert and Patient Engagement.

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Private Practice Software logo

Healthcare practice and patient management tool

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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Medicat logo

Optimizing Student Health and Wellness with EHR Software

Medicat is the leading provider of EHR software for clinics within the education and public health spheres. Our integrated solution optimizes health, counseling, and sports medicine workflows, plus helps you manage immunization compliance, thus allowing you to be more efficient and effective.

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AtlasOne logo

Healthcare organisations, Trade, Professional Services

Unlock self-service bookings, provider and customer lead surveys and forms, data-driven insights and lots more.

The software provides customizable online booking, staff scheduling, client management, customer surveys and assessments, electronic health records, data reporting, document uploads, and

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Users also considered
Health System Growth logo

Data-driven SaaS platform for consumer healthcare activation

Welltok is a data-driven SaaS solution for the healthcare industry that promotes customer activation. It helps private providers and public healthcare entities offer custom solutions and connect consumers with health plans. The software's resources push customers to take action and boost wellbeing.

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Exact for CRM logo

Leverage your data to boost sales.

Exact CRM offers a complete solution for sales, marketing and operations teams to manage relationships with customers across sales channels - providing critical sales intelligence for increase in revenue.

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20X logo

Best In Class CRM For Nursing, Care & Temp Staffing Agencies

20X CRM streamlines booking, timesheets, compliance, recruitment, invoicing, and payroll, all through a branded agency app for workers

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Clinico logo

Dental practice software that handles the billing too

One record per patient: contacts, insurance number, appointment history, notes, files, invoices and payments. Waiting list, email reminders and a team task board keep recalls and follow-up on track. Cloud-based, any device, unlimited staff accounts, eSanté SONS V2 labelled for CNS billing and PID.

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AgentCubed logo

Lead management and CRM solution for insurance businesses

AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

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Onpipeline logo

From lead to invoice, all in one sales CRM

Sales CRM for managing leads, pipelines, customer activities, quotes, e-signatures and invoicing in one connected workspace.

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