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Healthcare CRM Software with Live Chat (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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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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HubSpot CRM logo

CRM and lead management solution

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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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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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Pipedrive logo
Category Leaders

Cloud-based CRM solution for salespeople

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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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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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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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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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MidexPRO logo

Cloud-based Private Practice Management Software

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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
Category Leaders

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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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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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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TynetOnline logo

Electronic health record (EHR) and medical billing solution

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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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AbbaDox logo

We Simplify Healthcare IT.

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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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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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Intelligent Medical Software logo

Intelligent technology that adapts to your practice.

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Intelligent Medical Software is an electronic medical records (EMR) suite of solutions designed to help healthcare businesses. Key features include chronic care management, health maintenance, clinical flow charts, a care portal, claims scrubbing, e-faxing, and clinical decision support.

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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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AgileEMR logo

Customizable practice management software for therapists

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AgileEMR is an Electronic Medical Records (EMRs) software specifically designed to meet the needs of physical, occupational, and speech therapy practices. Key features of the software include documentation, task management, scheduling, reporting, and customizable templates.

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