Top 10 Best Hipaa Compliant CRM Software of 2026

Salesforce Health Cloud is a comprehensive CRM platform designed specifically for healthcare organizations, enabling secure management of patient relationships, care coordination, and personalized engagement while ensuring full HIPAA compliance through a Business Associate Agreement (BAA). It integrates patient data from various sources into a unified 360-degree view, supporting care plans, telehealth, and analytics to improve outcomes. Built on the Salesforce platform, it offers scalability for providers, payers, and life sciences companies.

Microsoft Dynamics 365 is a robust, cloud-based CRM platform designed for managing customer interactions, sales pipelines, and service operations, with specific configurations for healthcare to ensure HIPAA compliance via Microsoft's Business Associate Agreement and Azure security features. It integrates sales, marketing, customer service, and field service modules, enhanced by AI-driven insights through Copilot. Ideal for healthcare providers, it supports patient engagement while maintaining data privacy and regulatory adherence through tools like Microsoft Purview for compliance management.

Zendesk is a versatile customer service platform that excels in ticketing, omnichannel support, and customer engagement, functioning as a CRM for service interactions. Its HIPAA-compliant edition, available via Business Associate Agreement (BAA) on Enterprise plans, secures protected health information (PHI) with encryption, audit logs, and access controls. This makes it suitable for healthcare organizations handling patient support while ensuring regulatory compliance.

Copper is a user-friendly CRM platform seamlessly integrated with Google Workspace, transforming Gmail into a powerful sales and contact management hub. It offers HIPAA compliance for healthcare teams handling protected health information (PHI), with features like customizable pipelines, automations, and reporting tailored for compliant data management. Ideal for small to mid-sized practices, it emphasizes simplicity without sacrificing essential CRM functionality.

Zoho CRM is a versatile cloud-based customer relationship management platform designed to streamline sales, marketing, and customer service processes through automation, analytics, and multichannel support. It enables businesses to manage leads, contacts, deals, and interactions with customizable workflows and AI-driven insights via its Zia assistant. For HIPAA compliance, Zoho offers a Business Associate Agreement (BAA) on Enterprise plans and above, supporting secure handling of protected health information (PHI) with features like data encryption and audit logs, though it requires proper configuration.

Intercom is a customer messaging platform designed for web and mobile apps, offering live chat, automated bots, email marketing, and customer data management. For HIPAA-compliant CRM use cases, it provides a Business Associate Agreement (BAA) on Enterprise plans, enabling secure handling of protected health information (PHI) through encrypted communications and compliant data storage. It focuses on real-time customer engagement rather than traditional CRM workflows, making it suitable for healthcare teams prioritizing conversational support.

Insightly is a versatile CRM platform tailored for small to medium-sized businesses, with a HIPAA-compliant Enterprise edition specifically designed for healthcare providers to securely manage patient relationships, sales pipelines, and projects. It offers robust contact management, workflow automation, custom reporting, and integrations with tools like Google Workspace and Microsoft 365, all while adhering to HIPAA standards through encryption, audit trails, and a Business Associate Agreement (BAA). The platform combines CRM functionality with built-in project management, making it suitable for teams handling both sales and operational tasks in regulated environments.

Vtiger CRM is an open-source-based all-in-one platform for managing sales, marketing, customer support, inventory, and projects. It offers robust contact management, pipeline tracking, email integration, and automation tools suitable for small to mid-sized businesses. However, it lacks native HIPAA compliance, requiring self-hosting on compliant infrastructure, custom configurations, and no standard Business Associate Agreement (BAA) for handling PHI.

Healthie is a HIPAA-compliant telehealth and practice management platform tailored for wellness professionals like nutritionists, therapists, and health coaches. It serves as a comprehensive CRM solution with features including secure client scheduling, messaging, electronic health records (EHR), billing, and a customizable client portal for goal tracking and progress monitoring. The platform enables seamless virtual sessions, custom forms, and integrations for payments and calendars, streamlining client relationship management in a compliant environment.

SimplePractice is a cloud-based practice management platform tailored for health and wellness professionals, functioning as a HIPAA-compliant CRM by securely managing client profiles, scheduling, communications, and progress notes. It integrates billing, insurance claims, telehealth, and a client portal to streamline administrative workflows while ensuring data privacy. Ideal for behavioral health practices, it centralizes client relationships in a compliant environment, reducing the need for multiple tools.