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Healthcare CRM Software with Document Management (2026) - Page 3

Last updated: April 2026

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75 software options

Medicat logo

Optimizing Student Health and Wellness with EHR Software

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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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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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Chatabox logo

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

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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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AtlasOne logo

Healthcare organisations, Trade, Professional Services

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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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F-RevoCRM logo

Cloud-based, open-source CRM software for Japanese market

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F-RevoCRM is a cloud-based, open-source CRM software that is only available in Japanese. The software provides customer relationship management tools and automated workflows, designed for both sales and service departments. F-RevoCRM is suitable for various use cases such as managing leads, cases, inquiries, and sales data. It can be used to manage all contact information and track activity in real-time. Customizable reporting and an optional customer portal are also available.

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Navix Health logo

Cloud-based medical scheduling software for healthcare

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Navix Health is a cloud-based platform designed to help mental health professionals streamline clinical documentation, management, and claim submission.

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Health System Growth logo

Data-driven SaaS platform for consumer healthcare activation

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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.

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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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Genamet logo

All-in-one clinic management software in the cloud

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Genamet is a comprehensive Clinic Management Software that enables users to streamline their processes by digitizing their workflow, thereby improving accessibility and efficiency.

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TurnPoint logo

Community care software for homecare service providers

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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

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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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TIMS Medical logo

Revenue cycle management solution for HME and DME providers

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Designed for home medical equipment (HME) and durable medical equipment (DME) providers, TIMS Medical is a business management solution that helps manage the revenue cycle by synchronizing data in real-time across the platform.

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

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CRM for managing leads, the entire sales process, activities, reporting, and producing price quotes and invoices. 

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MNprogram logo

Sales management software for legal and medical industries

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MNprogram is a cloud-based system designed to help businesses in legal, medical, healthcare, and other industries manage sales, customers, billing, accounting, and more. It enables supervisors to automate employee scheduling, run marketing campaigns, and store documents in a centralized repository.

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Exeevo Omnipresence logo

Cloud CRM Platform for the Life Sciences Industry

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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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Better Clinics logo

Practice management tool for health & fitness professionals

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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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YourNutri logo
(0)

Cloud-based nutritionist software

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YourNutri is a cloud-based nutritionist software that helps offer streamlined billing and nLPD/GDPR data security. It's the definitive tool for those committed to excellence in nutritional care.

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Inflowcare logo
(0)

Healthcare customer relationship management (CRM) solution

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Inflowcare is transforming the patient intake and caregiver onboarding experience by offering an intuitive solution with features including unique workflows by service, document e-sign, patient SMS communication, internal reminders, and custom reporting and dashboards. We also provide integration with HHAeXchange, Zapier, and platforms critical to your intake process.

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Dazos CRM logo
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CRM software for behavioral and mental health organizations

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CRM built specifically for the management of behavioral and mental health treatment, Dazos enables providers to gain advanced insights from lead to alumni status.

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ECP CRM logo
(0)

Software for managing senior living communities

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ECP CRM is a cloud-based software designed to help senior living communities manage occupancy, revenue, and more. Its automated prospect tracking system helps communities track, communicate, understand, and convert prospects. Users can also utilize the referral management feature to track and engage with referrals across multiple channels.

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aTouchAway logo
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Home health care and patient communication platform

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aTouchAway is a home health care system that helps caregivers streamline communication across patients, care team members, and anyone else in the circle of care through secure video conferencing, messages, and group chat capabilities. Healthcare professionals can send and receive videos, images, and files as attachments in text messages or group chats according to requirements.

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Welkin Health logo
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Care management purpose-built for healthcare

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Welkin Health is care management software for healthcare organizations. It features an API-first platform that automates care delivery through customizable care plans, multi-channel communication tools, and integrations with leading health systems. The software coordinates patient care journeys by logging visit details, assessments, tasks, and communications on integrated patient profiles.

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Seelver logo
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Senior residence management solution

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Seelver is a management software for senior residences. It offers features for commercial and marketing management, financial reporting, quality management with HAS standards integration, managing resident life and activities, and more. Seelver aims to help senior residences improve their daily operations and service quality.

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qare logo
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Clinic management system for healthcare

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Qare is a clinic management software designed for healthcare providers in India that centralizes appointments, patient records, billing, and inventory in one integrated workspace. The platform features WhatsApp appointment reminders, customizable care note templates, GST-ready invoicing, and role-based access controls for different team members. Qare enables multi-branch management with comprehensive reporting capabilities to help clinics operate more efficiently.

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