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

Last updated: April 2026

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84 software options

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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DenGro logo

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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Health Portal Solutions logo

Integrated Portals for Insurance & Healthcare Payers

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Health plan administration involves many moving parts. We help Healthcare Payers organize their data, vendors, and business processes behind one login so they can efficiently manage the different pieces of the health plan in one place.

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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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AFAS Software logo

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

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20X logo

Best In Class CRM For Nursing, Care & Temp Staffing Agencies

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20X CRM streamlines booking, timesheets, compliance, recruitment, invoicing, and payroll, all through a branded agency app for workers

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Synchromedics logo

Occupational Medicine CRM/EHR

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Occupational Medicine Health Portals, CRM and EHR connects clinics to employers worldwide.

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Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

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Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

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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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CareDesk logo

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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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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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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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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Isoratec logo

CRM for post-acute providers-HHAs |Hospice|Home Infusion

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Post-acute care providers. FREE Medicare referral data. Grade report card. All-in-One calendar. Offline iOS mobile app. Locate nearby contacts. EHR Integration. HR module. Commissions. E-mail marketing. Embedded Tutorials. Available in any language . Parent-child relationship.

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Marketware logo

Physician Strategy Suite — Healthcare Technology

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Physician relationship management, recruiting, onboarding & healthcare data analytics technology.

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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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VIA Sales logo

A long-term care CRM for senior living sales

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Boost your occupancy with VIA Sales, our best-in-class CRM built for senior living operators. Streamline your sales processes and achieve occupancy.

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WelcomeHome logo
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Healthcare CRM software for senior living communities

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WelcomeHome is a CRM software that helps senior living organizations communicate with prospects through multiple channels, including email, phone call, and instant messaging. Staff members can schedule activities and add information, such as prospect details, sales counselor, and relevant notes.

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