Best Crm For Healthcare

If you’re looking for a new CRM software, take our advice and consider the options we’ve outlined. Each of them can help make your job easier, whether it’s by automating repetitive tasks or providing important analytics about your customers’ behavior. If you’re curious about other types of business software available on the market today (such as accounting systems), check out our other articles here!

In this post, we review the Best Crm For Healthcare, healthcare crm companies, healthcare crm features, and crm medical device.

Best Crm For Healthcare

When it comes to finding the perfect CRM software for your business, you need to do your research. There are plenty of options out there, but each one offers its own set of benefits and drawbacks. If you’re looking for a solid CRM solution that can handle all of your sales needs, then this list should help narrow down what’s available.

Salesforce Health Cloud

Salesforce Health Cloud is a platform for managing patient care. It features secure messaging, workflow automation and analytics to help you deliver better patient care.

Salesforce Health Cloud offers a range of pricing options, from $50 per user per month to $750 per user per month depending on your needs (prices based on annual contracts). You can also add additional modules as needed including Salesforce Chatter Groups that allows you to send messages through a group chat or email distribution list.

The support team also offers 24/7 phone support for up to 180 days if you need help with implementation or training issues after the sale. However, there are no dedicated customer success professionals available with this product so you may have some difficulty getting the answers you need without jumping through hoops like posting questions in an online forum or sending emails directly to employees instead of their support desk

Conversational CRM

Conversational CRM is an AI-powered CRM that helps users automate their sales and marketing processes. It uses AI to help users find the right leads, and then automatically sends personalized emails to potential customers.

Conversational CRM is a cloud-based solution, so it gives you access from any device—whether it’s your laptop or your phone. Plus, since Conversational CRM works with Salesforce (the most popular enterprise software), you don’t have to worry about compatibility issues or downtime when switching between platforms.

If you’re interested in learning more about how Conversational CRM can improve your business operations, contact us today!


Pipedrive is a sales automation tool that helps you plan and track your sales pipeline. It’s cloud-based, so you can access it on any device with an internet connection. The interface is easy to use and designed for both teams and individuals, allowing you to collaborate with your team members from anywhere in the world.

Pipedrive has affordable plans starting at $29/month for up to 5 users, which makes it a great option for small businesses or freelancers who want more than just the basics in their CRMs but don’t have hundreds of thousands of dollars to spend each year on software subscriptions. And if you want some extra features without paying more money per month (or even if you do), Pipedrive allows users to add-on additional features as they need them—so no need to pay more upfront! Pipedrive offers a free 30-day trial so that new customers can try before they buy—give it a shot today!

Zendesk Sell

Zendesk Sell is a sales and marketing automation platform that helps teams sell smarter, faster and more efficiently. Designed to help teams sell smarter, faster and more efficiently, Zendesk Sell helps companies plan their most effective sales strategy by mapping out the entire buyer journey from lead generation to conversion.

The platform integrates with other systems such as Salesforce CRM or HubSpot Marketing Automation to provide organizations with a holistic view of their customer data across their organization. Additionally, it offers email marketing capabilities so organizations can send personalized emails based on user preferences while automating lead nurturing campaigns.


SuiteCRM is an open source CRM that’s a good choice for small businesses. The platform offers comprehensive functionality, including customer relationship management (CRM), marketing automation and sales automation.

While there are paid versions of the product, SuiteCRM also offers a free trial that can be used for up to 30 days. If you have fewer than five employees and don’t expect to grow past that point, this may be all you need. The system also has support for multiple languages, so it can be tailored to your company’s needs no matter what language(s) you speak or write in. Finally, the low cost of entry makes it easy to try out SuiteCRM without spending much money or time on implementation or training.

NetSuite CRM+

NetSuite CRM+ is a cloud-based solution that is designed for small and medium-sized businesses. It’s easy to use, and it offers a number of different features. There are many different pricing options available, including the ability to pay monthly or annually.

NetSuite CRM+ offers an intuitive interface that makes it easy for you to access all of the information you need in one place. The dashboard feature allows you to view your sales pipeline and track important metrics such as pipeline velocity, gross margin percent, and more. You can also use the project management functionality in NetSuite CRM+ if you need this tool for managing projects related to your products or services.

The contact management tool lets you store information about existing clients so that they’re always at your fingertips when needed most—whether that means during meetings with them or simply when communicating via email about their orders (or lack thereof).

Microsoft Dynamics 365

Microsoft Dynamics 365 is a full cloud-based CRM solution that combines CRM, ERP, and CPM into one comprehensive business management solution. With Dynamics 365 you can create custom applications to meet your specific business needs without writing any code. The platform comes with ready-to-use apps for sales and marketing automation, project portfolio management, customer service and support as well as financials and operations.

Microsoft Dynamics 365 includes three different editions: Business Edition; Enterprise Edition; Sales Force Automation (SFA). There are also additional components like Field Service Automation (FSA).

Finding the best crm software can be difficult, especially if you don’t have the right tools.

Finding the best crm software can be difficult, especially if you don’t have the right tools. But with a few tips and tricks, you’ll find it much easier to choose the right CRM for your business.

This guide will help you understand:

  • Why it’s important to use a CRM for healthcare
  • How to pick out the best CRM for your business type
  • What makes up a good CRM

healthcare crm companies

The editors at Solutions Review have compiled the following list to spotlight some of the best healthcare CRM software solutions for companies to consider.

Organizations across the healthcare industry interact with countless people and systems, and managing all of the data, processes, and relationships involved in those interactions is no simple task. These enterprises need a solution capable of centralizing, standardizing, monitoring, and streamlining the processes involved in managing patient relationships. With that in mind, the editors at Solutions Review created this list, which profiles some of the best healthcare CRM software for healthcare professionals to consider.

Our editors selected these healthcare CRM software solutions based on each provider’s Authority Score, a meta-analysis of user sentiment through the web’s most trusted business software review sites, and our proprietary five-point inclusion criteria.

The 11 Best Healthcare CRM Software Solutions to Consider

Description: Zendesk provides customers with a CRM experience focused on customer service and sales needs. With Zendesk Sell, its sales CRM platform, users can access sales automation software, pipeline visualization and management tools, mobile access, and more. Healthcare organizations can use Zendesk’s functionalities to provide streamlined, personalized, and secure customer service that gives patients and employees the experiences they deserve. Additional features will help users unlock 360-degree views of patients and integrate information from medical devices, EHRs, and appointment history so professionals can spend less time on menial tasks.

Description: Salesforce offers one of the most expansive and complete CRM products. The platform includes the company’s sales and marketing applications, most notably the Sales and Marketing Clouds, Service Cloud, Analytics Cloud, App Cloud, and IoT service. Salesforce’s healthcare CRM solutions will help organizations unify data around providers, payers, medical technology, pharma, and the public sector. Some of its healthcare-specific features include automated processes, connected patient experiences, transparent value chains, proactive crisis management, and more.

Description: Zoho is a multinational company specializing in software development, cloud computing, and web-based business tools. Its CRM solution suite includes journey orchestration, marketing automation, sales enablement, analytics, and process management. Zoho CRM can be optimized for the life sciences industries and provide medical sales reps, healthcare organizations, and other businesses across medical and pharmaceutical industries with an omnichannel communication platform. Features include inventory management, mobile access, sales automation, 360-degree customer profiles, customizable user interfaces, and a suite of third-party extensions.

Description: HubSpot is frequently brought up in discussions on CRM integration, as most of the providers in the marketing world offer integrations with the company’s software. HubSpot is perhaps the most popular small business CRM since its core capabilities are available for free. Additional features, like enterprise licensing, can be purchased as an add-on to the commercially free options. HubSpot Service Hub, the company’s customer service software, integrates with HubSpot CRM and can provide healthcare entities with conversational tools, help desk automation, customer feedback tracking, reporting tools, playbooks, a customer portal, knowledge base functionalities, custom surveys, and more.

Description: Freshworks provides business software solutions designed to be ready to go right “out of the box.” For example, the company’s CRM platform, Freshsales, comes equipped with the tools businesses need to identify loyal customers, improve engagement, personalize the shopping experience, and unify customer data. Healthcare organizations can use Freshsales’ CRM capabilities to capture patient interactions, personalize billing processes, automate communications, set up sales sequences, boost productivity with intelligent workflows, generate reports, and more.

Description: Microsoft Dynamics 365 spans multiple technology categories and offers more than traditional customer relationship management capabilities. The Dynamics 365 product suite provides solutions for life sciences, providers, and payors. Capabilities for those healthcare-centric clients can be used to streamline care coordination, make data-driven decisions, personalize patient experiences, create nurture-based marketing campaigns, utilize chatbot assessments, automate online scheduling, and securely connect people, data, and processes to make unified patient profiles.

healthcare crm features

While you are primarily in the healthcare business, part of your work as a medical office manager also has to do with “customer service” (even though in this case, of course, the customers are referred to as “patients”). And savvy business people are aware that one of the keys to success in any operation is maintaining if not boosting engagement with the people being served.

That’s why all serious modern business activity and its associated marketing involve some level of customer relationship management. There are software tools on the market that are dedicated to CRM tasks for professionals as well as beginners to use in keeping tabs on customer activity, so there is no real obstacle in getting started, even if you are a novice. And busy managers can always keep in mind that they can hire third party professionals to assist with setting up, maintaining, and improving CRM programs to boost business.

Focus on your productivity and putting those in your care first, while the healthcare CRM software tracks your marketing activity.

When you work in medicine, you’ll need to use state-of-the-art healthcare CRM software if you want to remain competitive with other local practices. It makes sense to deploy CRM in a medical practice, because it gives you special insight into your patients, especially when you already use electronic health record and/or practice management software.

What Are the Benefits of Having a Healthcare CRM?

A healthcare CRM helps in measuring how successful your engagement tactics are, using customizable reports that you develop just for your organization. It also enables you to segment the patient population so you can analyze and then understand them more precisely. Prudent office managers will use a healthcare CRM to measure and keep track of multi-channel sales tactics, including SMS messaging, email and traditional surface mail, depending on the demographics of the population they serve. (Older patients might respond more readily to actual printed mail that is delivered to their home, for example, while busier and younger patients will tend to want to receive this information in digital format.)

The CRM enables your team to plan and then execute marketing campaigns more strategically by harnessing insights into the data you gather and store. This is enormously beneficial for taking immediate action in your outreach efforts.

Patient engagement is enhanced with a healthcare CRM, because it allows for tailor made outreach addressing each patient specifically by name and in accordance with the segmenting you selected (based on the data you gather and store on each patient). What’s more, you now have an easy reporting system for the data, with reports to be based on the criteria and goals you and your stakeholders establish.

You can count on the healthcare CRM to help you create a complete view of patients as it integrates information from multiple sources (your EHR, patient satisfaction surveys, and so on) for an integrated profile.

A healthcare CRM will, at its foundation, allow you to generate reports and customize dashboards, conduct direct mail campaigns, integrate with your existing applications, function on multiple platforms, and provide complete customer management services.

With all that in mind, here are the features that should be included in the healthcare CRM application you wind up implementing:

Feature 1: Reports and Dashboards

The CRM needs to have the ability to create customized reports and analyze data and statistics. You’ll need to know, for example, what the open rate is on email that you send to various groups of patients. You might discover that senior patients living in one ZIP code are far less responsive to reminders to come in for a pneumonia vaccination that come by email, but because they all use smartphones, they are happy to get SMS text messages to make an appointment.

Feature 2: Direct Mail Campaigns

This allows you to send mail to patients and prospects to remind them about appointments or market your practice. Potential patients who visited your website and expressed interest are candidates for “introduction to our medical office” type of greeting emails. Parents will get reminders to bring their children in for vaccinations before school season begins, and so on.

Feature 3: Ability to Integrate with Existing Software

Your new healthcare CRM must be able to integrate with your practice’s current applications, including your electronic health record or EHR software, practice management or PM application, and other software, such as a radiology information system or whatever specialties you cater to.

Feature 4: Multi-Platform

You don’t want to be limited to just the desktop computer — a good CRM will be available in the cloud. This allows your doctor to access or input data while away from the office, such as when doing rounds at your affiliated hospital. Or, a nurse practitioner needs to check on a patient’s chart while in another part of the building, so she uses her tablet instead of trudging back to the office to use a desktop computer.

Feature 5: All-around Customer Management

This benefit might seem obvious, but it’s not enough to just be able to store customer contact information in a CRM. Your staff needs to be able to track medications, appointments, notes on patients and other details to build up a complete and integrated picture of each one of them. It’s trivial for software to process all the data that previously would have been unmanageable for your team if you tried to do this without computers!

From tailor made report generation to customizable dashboards for ease of use by your staff, to the ability to wage direct mail campaigns with a high degree of precision, a healthcare CRM solution is just what your practice needs to take it to the next level of success. Keep in mind that the CRM should integrate well with your existing software and it should be multi-platform for convenient access.

Key Takeaway

The more you learn about the latest in healthcare CRM software, the more it becomes obvious that it has the features your organization needs to maintain that all-important engagement with your patients. To gain more insight into how this software solution will integrate with your practice’s existing applications, it pays to view a demonstration in action rather than just reading about how it works. You can get started now. Simply click here to schedule a live healthcare CRM demo today.

crm medical device

The medical field has many priorities and often a CRM system can get pushed to the end of the list. Because of this, information can be in many different locations and can create a scattered experience for your team. Medical device companies should evaluate their current platforms and see if implementing a CRM system could help with streamlining business. 

Here are 7 ways that CRM can help medical device manufacturers streamline operations:

#1 Quoting and Approvals 

Medical device quotes can be multi-page documents that include images of the products or long paragraphs of text. There may also be rules around which items can be quoted based on the items they’re related to. For example, line item B is only made available to add to the quote if line item A has already been chosen. A CRM can be configured for rules-based quoting to maintain those requirements. In addition, some quotes may need approval before being sent. In this case, CRM workflows can help automate that approval process and make quoting easier. 

#2 Sales Order Simplification

If you already use an ERP for sales orders, combining it with a CRM system will make it even easier for sales teams to access sales order histories. Instead of manually pulling ERP reports and emailing them to each rep, salespeople can view those insights within the system they are already using – the CRM. The complete sales order history offers salespeople a quick snapshot of the customer and helps them prioritize upsell and cross-sell opportunities.

#3 Easily Measured Data 

Customer engagement is an important metric to track. Reports on your customer’s activities can reveal new opportunities and ways to follow up on sales. 

#4 Comprehensive Customer Service 

Customers want to feel heard. When communicating with customers online, providing a fast resolution to their problem will make them feel important. Tracking support tickets and associated metrics will help your support team properly assist your customers. A CRM system allows your team to track cases and see customer history, so they are aware of issues from the past. Sales and support teams alike can benefit from this data transparency and build a more personalized customer experience.

#5 Opening Dialogues with Device Users

CRM solutions can do more than internal data management and reporting. Medical device teams can also use them to connect directly with device users and physicians. Access to a CRM portal can be granted to specific users outside the organization who can use the space to engage in open dialogue and offer feedback. From this touchpoint, the company can better understand user experiences with the product.

#6 Field Service Enablement

When medical devices cannot be fixed remotely, a technician must come to the facility to fix them. CRM streamlines field services by dispatching field technicians, allowing support teams to create work orders from existing support cases, and making customer information accessible via a mobile app where the technician has all the information they need while on-site. It is important for the technicians to know the exact locations for the jobs and for them to be able to collaborate with support, so storing the information in one central area is crucial for staying organized.

#7 Management of CAPA Procedures 

Medical device manufacturers must establish and maintain CAPA (corrective and preventive action) procedures related to device non-conformity. These procedures, mandated by the FDA, require that they have established data sources that can be measured and analyzed, have improvement plans, and have actions in place if problems occur. CRM makes maintaining and tracking these procedures easier because it provides a centralized location to collect, analyze, and report on customer complaints, service issues, and repairs.

Concluding Thoughts 

A properly configured CRM does so much more than create more organization throughout the different areas in your company. CRM systems can be implemented into medical device companies to improve distribution, streamline reporting and data sharing across departments, better support customer service and field agents, and help sales manage customers and prospects more effectively.

If you need help implementing CRM into your medical device company, TAI can provide a strategic evaluation of your needs and help you select the best fitting CRM solution. Contact us now to get started by visiting here.

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