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Healthcare CRM Software with Marketing Automation (2026) - Page 2

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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Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

52 software options

Health Cloud logo

Health Cloud

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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Eldermark logo

Eldermark

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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Zoho CRM logo

Zoho CRM

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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LeadSquared logo

LeadSquared

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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Thryv logo

Thryv

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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Onpipeline logo

Onpipeline

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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Escala logo

Escala

CRM and marketing automation platform

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Escala is a marketing automation platform that helps businesses manage customers and streamline ad campaigns. Users can create landing pages and forms by customizing templates and publishing them according to requirements.

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CentrixOne logo

CentrixOne

CentrixOne all in one CRM - Simple, Intuitive Affordable

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With CentrixOne you get contact management, account management, pipeline management, document management, email marketing, and marketing automation all under the same friendly interface. Your CRM data is in Canada. Support and training is available in both English and French.

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servis.ai logo

servis.ai

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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Liine logo

Liine

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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monday CRM logo

monday CRM

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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OneHash CRM logo

OneHash CRM

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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Creatio CRM logo

Creatio CRM

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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Better Clinics logo

Better Clinics

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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Pipedrive logo

Pipedrive

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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MDprospects logo

MDprospects

Web-based healthcare CRM solution.

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MDprospects is a suite of web-based products designed specifically for healthcare organizations, offering solutions for patient acquisition, conversion, retention, and reputation management. The platform helps streamline various processes such as email marketing, task management, two-way text messaging, online scheduling, and patient review management. Additional features include ROI tracking, campaign management, and real-time reporting.

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Private Practice Software logo

Private Practice Software

Healthcare practice and patient management tool

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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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Exact for CRM logo

Exact for CRM

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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Health System Growth logo

Health System Growth

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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Salesforce Sales Cloud logo

Salesforce Sales Cloud

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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AgentCubed logo

AgentCubed

Lead management and CRM solution for insurance businesses

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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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CareDesk logo

CareDesk

AI patient access platform with Kara AI voice agent

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CareDesk is a purpose-built healthcare CRM that centralizes patient interactions, automates follow-up workflows, and integrates with leading EHR systems to help practices manage relationships and improve care coordination.

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Caspio logo

Caspio

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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NexHealth logo

NexHealth

Patient engagement platform for medical and dental practices

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NexHealth is a patient engagement and experience management platform for medical and dental practices. Features include EHR and practice management system integration, online scheduling, digital forms, appointment reminders, payments, video consultations, reporting, two-way messaging, and more.

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DenGro logo

DenGro

The Dentists' CRM

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DenGro is the leading dental CRM and patient communication platform designed for practices that want to grow.

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