TopToolAdvisor

Review · Industry software

LeadSquared review

A healthcare CRM for patient acquisition and referral management that syncs with EHRs such as Athena and AdvancedMD.

By the TopToolAdvisor research desk · Updated November 10, 2026

Features (35%)
8.8
Ease of use (35%)
8.2
Value (30%)
7.4

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.

Who it is for

Multi-location clinics, rehab groups and specialty practices with high inquiry and referral volume.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

  • Referral capture from multiple channels with routing by clinic, service line or location
  • Automatic follow-up sequences and referral status tracking
  • Inquiry capture from search, physician referrals and insurance directories
  • Bidirectional EHR sync with platforms such as Athena and AdvancedMD
  • Role-based permissions, activity logs and encrypted storage

Strengths and weaknesses

  • Strength: Built around patient intake and referral workflows rather than B2B sales
  • Strength: Flags delayed or inactive referrals
  • Strength: Connects with Google Ads, Meta and email marketing tools
  • Weakness: No public US pricing for the healthcare product
  • Weakness: Its healthcare page tells buyers to confirm compliance with their own team
  • Weakness: Our location could not load the vendor's pages directly, so features come from its US healthcare page as published

Key facts

  • EHR sync: Athena, AdvancedMD and others
  • Referral routing: By clinic, service line or location
  • Pricing: Quote after demo

Where it ranks

LeadSquared is No. 3 in our Best CRM for Healthcare verdict.

Alternatives we scored

Visit leadsquared.com · Questions or corrections: editorial@toptooladvisor.com