• Ramiro Gaxiola

Top 5 CRMs for Healthcare (HIPAA-compliant)

A CRM will allow you to keep track of your contacts, appointments, and follow up. A CRM will allow you to enter in your client's information, and then you can track them on a monthly basis. This is a great way to stay on top of your client base. If you have any questions about this blog post or our digital marketing services we provide, please feel free to contact us.


HIPPA-compliant CRM software is critical for healthcare organizations. This is because attracting and reatining new clients or patients must be a top priority for services to stay relevant and competitive. We identified the best 5 CRM's that comply with the latest privacy rules to help your practice or health related service become more patient centric.

1.- Salesforce Health Cloud

Salesforce Health cloud helps providers “zoom out” and see a holistic view of patient data. For example, you can see a patient’s current conditions, medications, and appointment history on a single screen. This 360-degree view results in a patient-centered experience and customized care plans that make patients “wow” customers.


-Simple, easy-to-use design

-Easy to train on, short learning curve

-Perfect for companies that are growing and scaling


-While there is a more affordable version of Salesforce for small business, you must upgrade in order to get health-related functionality


Pricing for Health Cloud starts at $300.00 per user, per month. They do not offer a free version, but they do offer a 30-day free trial.


  • Appointment scheduling

  • Care planning

  • Patient education

  • Personal health record

  • Self-management

2.- Enquire CRM

Enquire CRM seamlessly integrates with existing business platforms. That's great for businesses that rely on their legacy systems. Enquire uses software to increase admission rates, measure overall performance, and save time. They offer high-level customizations to workflow and terminology to save time while increasing productivity.


-Marketing capabilities and features

-Ease of use

-Lead-revival feature


-Inability to create highly customized reports

-Setup process not easy


Enquire CRM does not provide pricing on their website. You must reach out directly and speak to a sales representative.


  • Admissions management

  • Billing and invoicing

  • Medication tracking

  • Incident management

  • Event and activities planning

  • Meal and nutrition management

3.- NexHealth

NexHealth is a front-runner in this space. It allows healthcare providers to offer online scheduling, appointment reminders, and digital waiting lists. NexHealth's patient engagement platform integrates directly with EHR and other practice management systems. Digital reporting, forms, and payments allow organizations to put the patient experience front and center.


-Aids patient communication

-Facebook and Google survey feature

-Customer support


-Inability for patients to make partial payments

-Limited customizability of patient appointment reminder features


NexHealth starts at $350.00 per month. There is a “freemium” version. NexHealth also offers a free 30-day trial.


  • Patient portal

  • Self-management

  • Appointment scheduling

  • Mobile access

4.- PatientPop

PatientPop is an end-to-end practice growth platform for medical practices looking to streamline their practice’s management and growth. It’s wildly popular with smaller medical practices that want automation of time-consuming front-office tasks while boosting online presence and reputation.


-Boosts online presence

-Highly customizable interface

-Supports more than one location


-Flexibility in calendar appointment integration


For pricing, you must reach out directly to PatientPop.


  • Electronic medical record (EMR) and EHR

  • Patient registration

  • Physician scheduling

  • Multi-office

  • Patient scheduling

5.- Caspio

Caspio is a “low-code” HIPAA-compliant CRM software known for its adaptability. Low-code refers to a platform’s ability to customize and integrate additional features without knowing how to write code. Caspio allows healthcare providers maximum collaboration, patient management, and personalized patient care with one easy-to-use platform. However, it is also an excellent choice for enterprise-level organizations that offer services for more than one industry, like those who may also provide healthcare savings or financial advising services.


-Easy to customize without coding

-Advanced hosting capabilities for databases, user authentications, and web deployments

-Easy to create apps


-Customer support

-Pricing structure not the best for small businesses since basic plan doesn’t give access to APIs


Caspio pricing starts at $100.00 per month. You can save $25 by paying annually versus monthly. There is a free version. They also offer a free trial.


  • Caspio is Family Educational Rights and Privacy Act (FERPA)- and General Data Protection Regulation (GDPR)-compliant in addition to meeting HIPAA requirements

  • Deployment management

  • Workflow management

  • Drag-and-drop assembly

  • Business process automation

  • Web and mobile app development

#CRM #DigitalMarketing #MedicalMarketing #HealthcareMarketing

6 views0 comments

Recent Posts

See All