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Industry‑leading CRM built on Salesforce, offering 360‑degree patient view, care plan management, and HIPAA‑compliant data handling.
Integrated CRM and ERP solution with patient journey mapping, secure messaging, and deep integration with Microsoft Teams and Azure.
Free‑tier CRM with marketing automation, customizable pipelines, and optional HIPAA‑compliant add‑on for patient communications.
All‑in‑one suite with AI‑driven lead scoring, patient outreach automation, and integrations to popular EHRs via Zoho Marketplace.
Intuitive UI, AI‑based lead scoring, secure patient communication, and built‑in phone & email tracking.
Visual pipeline management tailored for appointment scheduling, follow‑ups, and referral tracking.
Project‑style pipeline for care coordination, with robust reporting and integration to major EHR platforms.
Customizable CRM with secure patient data handling, workflow automation, and analytics dashboards.
#10 Veeva CRM
Specialized for pharma and biotech, offering multichannel patient engagement, compliance tracking, and field rep coordination.
Integrated practice management and CRM that combines billing, scheduling, and patient communication in one platform.
#12 AdvancedMD CRM
Built‑in patient relationship tools for appointment reminders, satisfaction surveys, and referral management.
#13 SimplePractice
All‑in‑one practice management with client portal, automated reminders, and secure messaging for mental health and allied health providers.
#14 DrChrono CRM
EHR‑centric CRM offering patient outreach, telehealth integration, and customizable care pathways.
Embedded CRM features within AthenaOne, focusing on patient acquisition, retention, and outcome tracking.
Cloud‑based EHR with built‑in patient communication tools, automated appointment reminders, and referral tracking.
Comprehensive suite that blends EHR data with CRM capabilities for patient engagement and care coordination.
CRM module that provides secure messaging, portal access, and automated outreach tied to clinical data.
#19 PatientPop
Patient acquisition and retention platform with online scheduling, reputation management, and automated follow‑ups.
#20 Solutionreach
Specialized patient communication suite offering reminders, surveys, and two‑way texting with HIPAA compliance.
Marketing‑focused CRM that drives new patient leads, manages reviews, and tracks referral sources.
#22 Mend.io
Patient engagement platform with automated outreach, telehealth scheduling, and analytics for outcome improvement.
Social‑first CRM that aggregates patient interactions from email, phone, and social channels into a unified profile.
#24 Copper CRM
Google Workspace‑native CRM with easy contact management, pipeline visualization, and HIPAA‑ready add‑on.
Automation‑heavy CRM offering appointment reminders, payment follow‑ups, and marketing funnels for clinics.
Ticketing and knowledge‑base system for patient support, integrated with HubSpot CRM for a full view of interactions.
Sales‑focused CRM repurposed for patient acquisition pipelines, with secure messaging and analytics.
Free tier with CRM, task management, and internal communications; can be configured for patient workflow.
#29 Apptoto
Appointment reminder and scheduling CRM that syncs with major practice management systems.
#30 Luma Health
Patient engagement platform featuring automated intake, two‑way texting, and analytics for visit conversion.
#31 RevenueWell
CRM and marketing automation for dental and medical practices, focusing on patient retention and referral growth.
#32 Weave
All‑in‑one communication hub with CRM‑style pipelines, voicemail, texting, and online scheduling for small practices.
#33 ChiroTouch CRM
Specialized CRM for chiropractic clinics, integrating patient records, appointment reminders, and marketing campaigns.