9 Best CRM for Healthcare of 2026

Salesforce Health Cloud is the most complete healthcare CRM we compared. It stores patient and member data in a FHIR-aligned model, pulls clinical and nonclinical records together through FHIR APIs and pre-built integrations, and gives intake, care and contact center teams one patient record. Its Agentforce tools prioritize referrals, book appointments, manage waitlists and coordinate visits with several participants, which maps directly to the referral leakage problem many health systems are trying to fix. Salesforce states that Health Cloud is HIPAA compliant and lists HL7 FHIR, HITRUST and FedRAMP among the standards it meets, and customers can add Shield for extra encryption and monitoring. The tradeoff is cost and effort. The Core edition starts at $350 per user per month on an annual contract, the Advanced edition is $525, and most organizations use a partner to connect the EHR and build workflows. Small clinics will pay for capacity they do not need.

HubSpot is the easiest CRM on this list to set up and the best general option for practices that grow through marketing. Forms, email, landing pages and pipelines work without an administrator, and the free plan lets a clinic try the tools before paying. The healthcare question is where patient data lives. HubSpot's knowledge base says Sensitive Data is available with Enterprise subscriptions, including Smart CRM Enterprise, and that storing HIPAA-covered data means selecting the Health/Medical Data category and confirming you are a covered entity or business associate, after which HubSpot applies its Business Associate Agreement. Highly Sensitive Data properties are encrypted and must be decrypted on view. The limits matter: Sensitive Data properties are unavailable in personalization tokens, chatbots, sandboxes and playbooks, and HubSpot has no EHR integration or patient data model of its own. Practices that only market to prospects, without storing health details, can stay on lower tiers.

LeadSquared is the strongest healthcare-specific option for organizations whose main problem is converting inquiries and referrals into booked patients. Its US healthcare page describes capturing referrals from several channels, routing them to coordinators by clinic, service line or location, starting follow-up sequences automatically and tracking each referral from submission to completion, with alerts for referrals that stall. New patient inquiries from search, physician referrals and insurance directories land in the same system, and ad and email tools connect for source reporting. LeadSquared says it syncs patient data both ways with EHRs such as Athena and AdvancedMD and protects records with role-based permissions, activity logs and encrypted storage. The weak spots are transparency and compliance detail: there is no public US price, and the healthcare page advises buyers to consult their own compliance team, so ask for the Business Associate Agreement and security documents during the demo.

Weave is a patient communication platform rather than a classic CRM, and for many small practices that is the better fit. It puts the phone system, two-way and bulk texting, appointment reminders, recall reminders, online scheduling, digital forms, reviews, email marketing and payments in one place, with a customer profile that pops up when a patient calls. Missed call texting and AI Call Intelligence target the calls that never become appointments, which is where small practices lose new patients. Pricing starts at $199 per month, and every plan includes onboarding and support, with monthly bulk texting allotments ranging from 1,500 to 15,000 messages by tier. The limits are scope and specialty: Weave does not manage referral pipelines or complex segments the way Salesforce or LeadSquared do, and features such as practice analytics and insurance verification are listed for dental practices only.

Zoho CRM is the value pick for practices that want a general CRM they can shape around patient outreach. Zoho's pricing page lists HIPAA compliance as a feature for storing patient or health-related data, alongside custom modules, data enrichment and email integration. Zoho's help center explains that admins turn on HIPAA compliance settings, choose the modules that hold protected health information and can exclude that data from exports, while field encryption is configured separately. Zoho also says covered entities can request its BAA template from its legal team. Custom modules let a practice track referring providers, referral status and locations without paying for an industry edition. The cost is setup time: there is no healthcare data model or EHR connector, and the HIPAA scope depends on which modules and integrations you use. We could not confirm USD prices from our location, so check the US pricing page before comparing totals.

NexHealth is the pick for practices that want patients to book, confirm and pay online without staff retyping data into the EHR. Its Synchronizer reads and writes data to the health record system, and NexHealth lists connections with dental systems such as Dentrix and Open Dental and medical systems such as Epic, eClinicalWorks, athenahealth and ModMed. On top of that sync it offers online booking, one-click recalls, a waitlist, two-way messaging, reminders, marketing campaigns, review requests, digital forms, payments and insurance verification. NexHealth says patient data is encrypted at rest and that all packages include white-glove support. It is not a referral or sales CRM, so health systems that need intake pipelines, care coordination or complex segmentation should look higher on this list. Pricing is custom, so compare quotes with Weave.

Microsoft's healthcare solutions are a strong option for health systems that already run on Microsoft. Microsoft describes them as combining Azure, Dynamics 365, Power Platform and Microsoft 365, and its documentation lists patient access, a patient contact center with intelligent outreach, a unified patient view, care management, home health, virtual visits in Teams and remote patient monitoring. Protected health information from separate systems is brought into a FHIR-based managed service to build a longitudinal patient record that outreach and care teams can use. The cost is complexity. There is no single healthcare price: the Dynamics 365 Customer Service app starts at $50 per user per month paid yearly, the Enterprise edition is $105, and Azure services and Power Platform capacity are billed separately. Most organizations deploy it with a Microsoft partner, so it is a poor match for a small clinic that wants to be live in a week.

Tebra, the company formed from Kareo and PatientPop, is the most practical outreach option for independent practices that also want an EHR and billing from the same vendor. Its patient experience platform automates review requests, reminders and scheduling, and Tebra says it cuts no-shows by 38%. Practice marketing tools add custom websites, SEO, Google Business Profile management and reputation management. Because the EHR, billing, telehealth and patient portal sit on the same platform, outreach can run on appointment data without a separate integration. Tebra's pricing page explains that pricing scales with provider type, specialty workflows and claim volume, and that patient engagement tools come in higher packages. It is not a referral CRM, and practices that already have an EHR they like will get more from NexHealth or Weave.

Keragon is not a CRM, but it solves a problem every healthcare CRM buyer runs into: moving patient data between the EHR, intake forms, scheduling tools and the CRM without breaking HIPAA. It is a workflow automation platform for healthcare with pre-built templates, AI agents for scheduling, intake, insurance verification and patient follow-up, and more than 400 integrations. Keragon says it is HIPAA-compliant and SOC 2 Type II, with a BAA included on all plans. Pricing is published: Starter is $99 per month billed annually or $149 monthly with 200 workflow runs, and Professional is $269 per month billed annually with 2,000 runs. Runs above the included amount are billed per run, so high-volume practices should model usage first. Keragon makes the most sense paired with a CRM from this list, or for a small practice that only needs automated reminders and follow-ups between existing tools.