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Healthcare CRM Software with Territory Management (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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35 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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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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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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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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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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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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ServiceOS logo

Field service management solution

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ServiceOS is designed to automate countless interactions for you. From crew management and job scheduling to invoicing and payments. The future is now and taking your business to the next level has never been easier.

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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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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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Nomadia TourSolver logo

Advanced route optimization for field teams

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Nomadia TourSolver is a route optimization solution that helps organizations plan efficient and realistic routes for field teams. It reduces travel time and costs while improving productivity and service quality, thanks to powerful optimization, intuitive planning tools, and seamless integration wit

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Focus Softnet logo

CRM solution for automating sales, marketing & services

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Centra Hub CRM system specially designed for the use of a health care organization. The primary goal of CRM is to engage with patients. Create a 360-degree view of patients by integrating data from multiple sources in a single profile.

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Aline logo

Senior living software for better outcomes.

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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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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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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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CentrixOne logo

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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AgentCubed logo

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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Pega CRM logo

Innovative technology, proven results

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Pega is a customer relationship management and customer experience application designed by PegaSystems® Inc to help maximise your customer retention and customer acquisition levels. The Pega CRM software allows you to input live data into the web based application which in turn analyzes information and produces real-time reports. The entire CRM system is optimized for mobile devices, making it ideal for editing, creating and reporting on the go.

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