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Popular Companies for Healthcare CRM’s

Healthcare organizations generate, use, store, and manage mountains of data every day. You use this data to gain insights that drive every facet of their organizations: healthcare, administration, marketing, and patient outreach. People are at the heart of every decision you make, so you may turn to a tool like a customer relationship management (CRM) software to make sure your patients get the best care possible.

A healthcare CRM can help keep staff on the same page, stay on top of treatment cycles and medical information, all while surfacing insights that can help with the administration of your facility or practice. Yet traditional CRMs aren’t designed for the healthcare industry, so getting it to work for you can be a challenge.

Today’s healthcare organizations have a wider selection of CRMs designed specifically for them, weaving all of the data you gather and store to create a 360-degree view of your patients and organization. These healthcare CRMs are HIPPA (Health Insurance Portability and Accountability Act) compliant, so you can be assured the data you collect is kept safe.

5 Popular CRM’s for Healthcare Companies

We’ve gathered a list of the top healthcare CRMs that you can use to store, manage, and use the data your organization generates. With these CRMs, you’ll surface insights that will benefit everyone, from patients to medical and administrative staff.


1. Influx MD

Influx MD is a marketing automation system for small- to medium-sized medical practices. Aimed mainly at helping medical practices promote and manage leads, it includes HIPAA-compliant marketing tools such as email marketing, online education, lead management, and electronic health record (EHR) integration. It even has a secure self-service support portal patients can use to communicate with their medical team without having to visit the office.

2. Salesforce Health Cloud

Salesforce Health Cloud bills itself as the “world’s #1 patient relationship platform”, improving visibility into the entire health journey. It combines the best CRM features used by both B2C and B2B online businesses and adds secure communication, patient registration, scheduling, and reminders to the mix. Health Cloud helps healthcare organizations engage patients, members, customers, and employees with personalized experiences through a HIPAA-compliant system. Medical professionals and patients can communicate through text, chat, emails, calls, and more through the Health Cloud platform. The built-in predictive intelligence surfaces insights about patients, their care, and available services to deliver proactive care for everyone.

As a Salesforce Health Cloud partner, this is our preferred vendor.

3. HC1 Healthcare CRM

HC1’s Healthcare CRM is a solution designed specifically for medical labs that integrates, analyzes, and visualizes organizational metrics. It helps healthcare organizations manage both the administrative and patient side of their labs. For example, through automated email alerts, Healthcare CRM can trigger follow-up appointments with patients and medical professionals. The real-time dashboards and reports provide a quick and instant overview of an organization’s operations and performance, patient data, and streamlines daily tasks to increase both employee efficiency and patient satisfaction.


4. VerioMed

VerioMed CRM is a healthcare CRM solution for medical labs and hospitals. Their CRM solution helps labs and hospitals process their data and surfaces customized insights for patients, medical professionals, and administrators. The Health Meter dashboard provides actionable insights about patients so staff can take action faster and proactively. It uses automated case management to identify treatment opportunities for patients and areas workflow optimization areas for administrators.

5. Healthgrade

Healthgrade’s healthcare CRM solution is a marketing tool that helps healthcare organizations develop better relationships with their patients. It helps them analyze, predict, engage, and inform patients at every stage of their health journey. Their analytics tools help organizations prioritize healthcare budgets and spending based on patient demographic data. It uses best-in-class healthcare data science models to proactively identify at-risk patients and then schedules an outreach campaign to get them the medical help they require. From a marketing perspective, Healthcare CRM helps track multi-channel marketing campaigns with real-time dashboards and surfaces deep insights about revenues, leads, and campaign activity. It’s an all-in-one marketing and healthcare tool.

Finding the right technology for your healthcare data

Today’s healthcare companies generate a lot of data every day. As technology evolves and is incorporated into every facet of healthcare, how you manage and deal with that mass of data becomes more critical. You can use it to gain insights that’ll drive every part of your company, from the medical professionals treating patients to the administrators who keep everything on track.

By choosing the right healthcare technology, organizations can streamline processes, improve patient care, enhance operational efficiency, and ensure data security. However, finding the most suitable technology solution requires careful consideration. 

Managing and utilizing data with healthcare CRMs 

Healthcare organizations are recognizing the importance of using customer relationship management (CRM) software specifically designed for the healthcare industry. Traditional CRMs may not meet the unique needs and requirements of healthcare organizations, which handle vast amounts of sensitive data on a daily basis 

The top healthcare CRMs mentioned in this article offer features tailored to the healthcare sector and ensure HIPAA compliance for data protection. These CRMs not only help streamline administrative tasks but also provide valuable insights that benefit both patients and medical staff. As technology continues to play a crucial role in healthcare, choosing the right technology partner becomes essential for effectively managing and leveraging healthcare data. 

For more information on how to choose the right technology partner for your healthcare business, check out our short guide on the critical questions to ask any software partner.

3 Critical questions you must ask when choosing a software partner

Thayer Tate

Chief Technology Officer

Thayer TateThayer is the Chief Technology Officer at SOLTECH, bringing over 20 years of experience in technology and consulting to his role. Throughout his career, Thayer has focused on successfully implementing and delivering projects of all sizes. He began his journey in the technology industry with renowned consulting firms like PricewaterhouseCoopers and IBM, where he gained valuable insights into handling complex challenges faced by large enterprises and developed detailed implementation methodologies.

Thayer’s expertise expanded as he obtained his Project Management Professional (PMP) certification and joined SOLTECH, an Atlanta-based technology firm specializing in custom software development, Technology Consulting and IT staffing. During his tenure at SOLTECH, Thayer honed his skills by managing the design and development of numerous projects, eventually assuming executive responsibility for leading the technical direction of SOLTECH’s software solutions.

As a thought leader and industry expert, Thayer writes articles on technology strategy and planning, software development, project implementation, and technology integration. Thayer’s aim is to empower readers with practical insights and actionable advice based on his extensive experience.

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