Keragon review

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.

Who it is for

Practices and digital health startups that want to automate intake, reminders and follow-ups between the tools they already use.

Price

From $99 per month billed annually; $149 billed monthly.

$99 /mo Billed at $1,188/yr
Quoted from the vendor pricing page on November 10, 2026.

Key features

• Workflow builder with pre-built healthcare templates
• AI agents for scheduling, intake, insurance verification and patient engagement
• 400+ integrations with EHRs and healthcare tools
• Usage alerts and spend controls
• BAA included on all plans

Strengths and weaknesses

• Strength: Keragon says plans are HIPAA-compliant and SOC 2 Type II with a BAA included
• Strength: 14-day free trial without a credit card
• Strength: Adds automation to an existing CRM or EHR instead of replacing it
• Weakness: Not a CRM on its own; it moves data between systems
• Weakness: Starter includes only 200 workflow runs per month
• Weakness: Runs over the included amount are billed per run

Key facts

• Starter: 200 workflow runs per month
• Professional: $269 per month billed annually, 2,000 runs
• Compliance: HIPAA, SOC 2 Type II, BAA on all plans

Where it ranks

Keragon is No. 9 in our Best CRM for Healthcare verdict.