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Healthcare CRM Software with Forecasting (2026)

Last updated: April 2026

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Healthcare CRM Software Key Features

    Based on 190 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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46 software options

Salesforce Sales Cloud logo

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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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Pipedrive logo
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Nimble logo

Contact management & social relationship solution

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monday CRM logo

Customer relationship management solution

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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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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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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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ECP logo

Cloud-based assisted living management software

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ECP is an assisted living software designed for senior living communities and long-term care facilities. The platform includes electronic medication administration records, electronic health records with automated care plan generation, customer relationship management for lead capture, billing functionality, and move-in tracking tools. The software integrates with pharmacy partners and offers reporting capabilities for compliance management.

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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

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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Trella Health Marketscape logo

Data analytics solution for healthcare facilities

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Trella Health’s CRM centralizes tracking, pipelines, and analytics, helping teams uncover referral opportunities and grow smarter.

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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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servis.ai logo

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

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

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Smark CRM logo

Cloud-based customer relationship & sales management tool

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Designed for insurance, industrial automation, healthcare, and other industries, Smark CRM is a cloud-based customer relationship management software that helps forecast market performance, handle leads, and customize sales proposals to streamline post-sales processes.

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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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Rolldog logo

Customer relationship management solution

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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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Ripple logo

Patient recruitment and management for clinical trails

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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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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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RAYNET CRM logo

The most easy-to-use CRM solution.

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Simplify your CRM.

All contacts, deals, your calendar, your sales pipeline analysis –? all in one place.

Perfectly organized data that simplify your work and give you a thorough overview of your business.

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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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PlanPlus Online logo

Personal Planner and CRM software

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PlanPlus Online is planning software, plus a progressive set of productivity, collaboration, and Customer Relationship Management (CRM) features that allow you to increase individual effectiveness and build a Culture of Productivity

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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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