Quick Overview
- 1#1: Salesforce Health Cloud - Comprehensive CRM platform unifying patient data, care coordination, and engagement for healthcare providers.
- 2#2: Microsoft Dynamics 365 for Healthcare - AI-powered CRM solution for patient outreach, virtual visits, and personalized care journeys in healthcare.
- 3#3: Zoho CRM Healthcare Edition - Affordable, customizable CRM tailored for managing patient relationships, appointments, and marketing in medical practices.
- 4#4: Creatio Healthcare CRM - Low-code no-code platform for building industry-specific CRM workflows for patient management and compliance.
- 5#5: Solutionreach - Patient engagement platform with CRM features for communication, reminders, and reputation management.
- 6#6: Weave - Integrated communication and CRM tool for scheduling, messaging, and patient payments in healthcare.
- 7#7: Healthie - Telehealth platform with CRM capabilities for client management, billing, and personalized care plans.
- 8#8: SimplePractice - EHR and practice management software featuring client scheduling, notes, and relationship tracking for therapists.
- 9#9: Kareo - Cloud-based platform combining billing, EHR, and patient CRM for independent medical practices.
- 10#10: Jane - Practice management tool with patient portal, scheduling, and engagement features for clinics.
Tools were selected based on key performance metrics: robust feature sets (including data integration, engagement tools, and compliance support), user-friendly design, and measurable value in improving practice efficiency and patient outcomes.
Comparison Table
For healthcare organizations seeking the right CRM tool, comparing leading solutions is key to aligning with operational and patient care goals. This table explores tools like Salesforce Health Cloud, Microsoft Dynamics 365 for Healthcare, and Zoho CRM Healthcare Edition, outlining key features, integration capabilities, and suitability for different care settings. Readers will discover how each platform addresses unique needs to streamline workflows and enhance patient engagement.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Salesforce Health Cloud Comprehensive CRM platform unifying patient data, care coordination, and engagement for healthcare providers. | enterprise | 9.4/10 | 9.7/10 | 7.9/10 | 8.6/10 |
| 2 | Microsoft Dynamics 365 for Healthcare AI-powered CRM solution for patient outreach, virtual visits, and personalized care journeys in healthcare. | enterprise | 9.1/10 | 9.5/10 | 8.0/10 | 8.7/10 |
| 3 | Zoho CRM Healthcare Edition Affordable, customizable CRM tailored for managing patient relationships, appointments, and marketing in medical practices. | enterprise | 8.6/10 | 8.4/10 | 8.7/10 | 9.1/10 |
| 4 | Creatio Healthcare CRM Low-code no-code platform for building industry-specific CRM workflows for patient management and compliance. | specialized | 8.7/10 | 9.2/10 | 8.0/10 | 8.1/10 |
| 5 | Solutionreach Patient engagement platform with CRM features for communication, reminders, and reputation management. | specialized | 8.6/10 | 9.1/10 | 8.3/10 | 8.0/10 |
| 6 | Weave Integrated communication and CRM tool for scheduling, messaging, and patient payments in healthcare. | specialized | 8.0/10 | 7.8/10 | 8.6/10 | 7.5/10 |
| 7 | Healthie Telehealth platform with CRM capabilities for client management, billing, and personalized care plans. | specialized | 8.2/10 | 8.5/10 | 8.7/10 | 7.9/10 |
| 8 | SimplePractice EHR and practice management software featuring client scheduling, notes, and relationship tracking for therapists. | specialized | 8.6/10 | 9.1/10 | 8.4/10 | 8.0/10 |
| 9 | Kareo Cloud-based platform combining billing, EHR, and patient CRM for independent medical practices. | enterprise | 8.1/10 | 8.7/10 | 7.9/10 | 7.8/10 |
| 10 | Jane Practice management tool with patient portal, scheduling, and engagement features for clinics. | specialized | 7.8/10 | 7.5/10 | 9.2/10 | 8.1/10 |
Comprehensive CRM platform unifying patient data, care coordination, and engagement for healthcare providers.
AI-powered CRM solution for patient outreach, virtual visits, and personalized care journeys in healthcare.
Affordable, customizable CRM tailored for managing patient relationships, appointments, and marketing in medical practices.
Low-code no-code platform for building industry-specific CRM workflows for patient management and compliance.
Patient engagement platform with CRM features for communication, reminders, and reputation management.
Integrated communication and CRM tool for scheduling, messaging, and patient payments in healthcare.
Telehealth platform with CRM capabilities for client management, billing, and personalized care plans.
EHR and practice management software featuring client scheduling, notes, and relationship tracking for therapists.
Cloud-based platform combining billing, EHR, and patient CRM for independent medical practices.
Practice management tool with patient portal, scheduling, and engagement features for clinics.
Salesforce Health Cloud
enterpriseComprehensive CRM platform unifying patient data, care coordination, and engagement for healthcare providers.
Patient 360 view with Einstein AI-driven insights for proactive, personalized care coordination
Salesforce Health Cloud is a robust CRM platform tailored for healthcare organizations, enabling unified patient data management, care coordination, and personalized engagement. It integrates clinical, operational, and social determinants of health data into a 360-degree patient view, supporting providers in delivering proactive care. Powered by Einstein AI, it offers predictive analytics, automated workflows, and compliance tools for HIPAA and other regulations.
Pros
- Comprehensive patient 360-degree views unifying disparate data sources for holistic care
- Advanced Einstein AI for predictive analytics, risk stratification, and personalized care plans
- Seamless scalability and integrations within the Salesforce ecosystem, including EHRs and telehealth
Cons
- High costs for licensing, implementation, and ongoing customization
- Steep learning curve requiring Salesforce expertise for optimal use
- Overly complex for small practices without dedicated IT support
Best For
Enterprise-level hospitals, health systems, and provider networks needing scalable, compliant patient relationship management.
Pricing
Custom enterprise pricing; typically $300–$500+ per user/month plus implementation fees starting at $50K+.
Microsoft Dynamics 365 for Healthcare
enterpriseAI-powered CRM solution for patient outreach, virtual visits, and personalized care journeys in healthcare.
Microsoft Cloud for Healthcare integration for unified patient journey management across engagement, care coordination, and analytics
Microsoft Dynamics 365 for Healthcare is a robust CRM platform tailored for healthcare organizations, enabling patient engagement, care coordination, referral management, and operational streamlining. It builds on the Dynamics 365 foundation with healthcare-specific accelerators, ensuring HIPAA compliance and seamless integration with Microsoft tools like Teams, Power BI, and Azure. This solution supports providers in delivering personalized patient experiences while optimizing workflows and leveraging AI for insights.
Pros
- Deep integration with Microsoft ecosystem (Teams, Outlook, Power Platform)
- HIPAA-compliant with healthcare-specific modules for patient services and referrals
- AI-powered Copilot for predictive insights and automation
Cons
- Steep learning curve and complex initial setup requiring IT expertise
- Higher cost compared to standalone CRM tools
- Overkill for small practices due to scalability focus
Best For
Mid-to-large healthcare providers and hospitals needing a scalable, enterprise-grade CRM integrated with the Microsoft stack.
Pricing
Subscription-based starting at ~$110/user/month for base Dynamics 365 Customer Service, plus add-ons for healthcare accelerators; enterprise licensing with volume discounts.
Zoho CRM Healthcare Edition
enterpriseAffordable, customizable CRM tailored for managing patient relationships, appointments, and marketing in medical practices.
Built-in HIPAA compliance with a secure patient portal for direct, encrypted communication and self-service appointment booking
Zoho CRM Healthcare Edition is a tailored CRM platform for healthcare providers, enabling efficient patient management, appointment scheduling, and secure handling of electronic health records (EHR). It ensures HIPAA compliance while integrating telehealth, billing, and prescription management to streamline clinical workflows. Built on Zoho's flexible CRM foundation, it supports customization for practices of varying sizes, enhancing patient engagement through portals and automated communications.
Pros
- HIPAA-compliant security and data encryption for sensitive patient information
- Seamless integrations with EHR systems, telehealth tools, and Zoho's ecosystem
- Highly customizable workflows and affordable scalability for growing practices
Cons
- Limited advanced AI-driven clinical analytics compared to specialized competitors
- Customization requires technical setup, leading to a moderate learning curve
- Reporting features may need add-ons for comprehensive medical insights
Best For
Small to mid-sized medical practices and clinics seeking a cost-effective, customizable CRM for patient relationship management and operational efficiency.
Pricing
Starts at $14/user/month (Standard) billed annually, up to $52/user/month (Ultimate); free trial available, with volume discounts for larger teams.
Creatio Healthcare CRM
specializedLow-code no-code platform for building industry-specific CRM workflows for patient management and compliance.
No-code Studio for rapidly building healthcare-specific apps, workflows, and automations without developers.
Creatio Healthcare CRM is a low-code/no-code platform tailored for healthcare organizations, enabling efficient patient relationship management, appointment scheduling, and care coordination. It integrates with EHR systems, ensures HIPAA compliance, and provides tools for marketing automation, analytics, and personalized patient engagement. The composable architecture allows extensive customization to fit specific clinical and administrative workflows.
Pros
- Highly customizable no-code platform for healthcare workflows
- Seamless integrations with EHR, telehealth, and lab systems
- Robust compliance tools including HIPAA and GDPR support
Cons
- Steep initial learning curve for advanced customizations
- Pricing can be high for small practices
- Implementation often requires professional services
Best For
Mid-to-large healthcare providers and hospitals seeking a scalable, customizable CRM for patient management and operational efficiency.
Pricing
Starts at $25/user/month for Growth edition; Enterprise and healthcare-specific plans are custom-quoted, often $50+/user/month plus implementation fees.
Solutionreach
specializedPatient engagement platform with CRM features for communication, reminders, and reputation management.
Intelligent, multi-channel appointment reminders that personalize messaging via text, email, IVR, and portal for maximum engagement.
Solutionreach is a patient engagement and CRM platform tailored for healthcare providers, focusing on streamlining communication and improving patient relationships. It offers automated appointment reminders, online scheduling, secure messaging, two-way texting, and reputation management tools to reduce no-shows and enhance satisfaction. The software integrates seamlessly with major EHR systems like Epic and Cerner, ensuring HIPAA compliance while providing analytics for operational insights.
Pros
- Robust omnichannel patient communication reduces no-shows by up to 30%
- Strong HIPAA-compliant integrations with EHRs and PMS systems
- Comprehensive analytics and reporting for patient engagement metrics
Cons
- Pricing can be steep for smaller practices without volume discounts
- Customization options are somewhat limited compared to general CRMs
- Steeper learning curve for advanced features and setup
Best For
Mid-sized medical practices and specialty clinics seeking to optimize patient retention and communication workflows.
Pricing
Custom quotes starting at around $300-$500 per provider per month, with tiers based on practice size and features; no public flat pricing.
Weave
specializedIntegrated communication and CRM tool for scheduling, messaging, and patient payments in healthcare.
All-in-one messaging hub that consolidates patient communications across channels into a single, searchable inbox
Weave is a patient engagement and communication platform tailored for medical and dental practices, offering tools for two-way texting, automated appointment reminders, online scheduling, payments, and reputation management. It integrates with popular practice management systems to centralize patient interactions in a unified inbox, helping streamline workflows and boost retention. While not a full-fledged CRM with advanced sales pipelines, it excels in operational CRM for healthcare providers focused on communication.
Pros
- Unified communications inbox for texts, calls, and emails
- Seamless integrations with EHR/PM systems like Dentrix and OpenDental
- Strong patient engagement tools including text-to-pay and reviews
Cons
- Pricing can escalate quickly with add-ons and user fees
- Limited advanced CRM analytics and reporting compared to dedicated tools
- Less suitable for non-healthcare or large enterprise practices
Best For
Small to mid-sized medical and dental practices prioritizing patient communication and retention over comprehensive CRM functionality.
Pricing
Starts at $479/month for the Core package (1 provider), plus $20-30 per additional user/month; higher tiers like Pro ($799+) add advanced features.
Healthie
specializedTelehealth platform with CRM capabilities for client management, billing, and personalized care plans.
Integrated wellness tracking tools for client goals, progress monitoring, and custom homework assignments
Healthie is a HIPAA-compliant platform tailored for health and wellness professionals, offering an all-in-one solution for telehealth, client scheduling, secure messaging, customizable charting, and billing. It excels in managing client relationships with features like goal tracking, meal planning, and a client portal for self-service access to notes and assignments. Designed primarily for nutritionists, therapists, and coaches, it streamlines virtual practices while ensuring data security and compliance.
Pros
- HIPAA-compliant telehealth and secure messaging integrated seamlessly
- Customizable charting and wellness-specific tools like goal tracking and meal plans
- Intuitive interface with strong client portal for engagement
Cons
- Pricing scales quickly for multi-user practices
- Limited advanced EMR capabilities for large medical groups
- Fewer third-party integrations compared to enterprise CRM solutions
Best For
Small to medium-sized virtual health and wellness practices, such as nutritionists and therapists, seeking an affordable, user-friendly CRM.
Pricing
Starts at $99/month for solo Starter plan; Professional ($199/month) and Group plans scale per user/provider, with add-ons for advanced features.
SimplePractice
specializedEHR and practice management software featuring client scheduling, notes, and relationship tracking for therapists.
Fully integrated telehealth with automatic session notes, billing codes, and superbills generation
SimplePractice is a comprehensive practice management platform tailored for health and wellness professionals, particularly in behavioral health and therapy practices. It streamlines scheduling, billing, insurance claims, secure telehealth, documentation, and client communication through a HIPAA-compliant system. The software also features a client portal for self-scheduling, payments, and intake forms, making it a robust CRM solution for medical practices.
Pros
- HIPAA-compliant telehealth with seamless integration
- Automated billing and insurance claims processing
- User-friendly client portal for intake and payments
Cons
- Pricing escalates quickly for groups or advanced features
- Limited customization options for reporting and workflows
- Occasional glitches in mobile app functionality
Best For
Solo practitioners and small mental health clinics seeking an all-in-one HIPAA-secure CRM for scheduling, billing, and telehealth.
Pricing
Starts at $29/user/month (Essentials), $69/user/month (Professional), $99/user/month (Plus), with add-ons for claims ($10/claim) and intakes ($2-5 each).
Kareo
enterpriseCloud-based platform combining billing, EHR, and patient CRM for independent medical practices.
Revenue Cycle Intelligence dashboard for real-time financial analytics and performance optimization
Kareo is a cloud-based platform tailored for independent medical practices, combining EHR, practice management, medical billing, and patient engagement tools into a unified Medical CRM solution. It streamlines patient scheduling, communication, follow-ups, and revenue cycle management while offering telehealth and a patient portal for enhanced relationship building. Designed to reduce administrative burdens, Kareo helps practices optimize cash flow and improve patient satisfaction through data-driven insights.
Pros
- Robust revenue cycle management with high clean claim rates
- Integrated patient portal and telehealth for better engagement
- Scalable for small to mid-sized practices with strong mobile access
Cons
- Pricing can be steep for solo providers
- Learning curve for advanced billing features
- Customer support response times vary
Best For
Small to mid-sized independent medical practices prioritizing efficient billing and patient relationship management.
Pricing
Custom quotes based on practice size; starts at ~$144/provider/month for billing, up to $585/provider/month for full EHR suite.
Jane
specializedPractice management tool with patient portal, scheduling, and engagement features for clinics.
Beautiful, app-like patient portal for self-scheduling, payments, and intake forms that significantly reduces administrative workload
Jane (jane.app) is an all-in-one practice management platform tailored for health and wellness practitioners, including physiotherapists, chiropractors, and massage therapists. It streamlines scheduling, online booking, secure telehealth, customizable SOAP notes, billing, and patient communications. While versatile for small practices, it emphasizes user-friendly tools over enterprise-level CRM complexities like advanced marketing automation.
Pros
- Highly intuitive interface with mobile app support
- Seamless online booking and calendar management
- Strong focus on patient engagement via portal and telehealth
Cons
- Limited advanced analytics and reporting for larger practices
- Fewer integrations with medical billing systems like EHRs
- Less suited for complex medical CRM needs like automated marketing campaigns
Best For
Solo or small allied health practices seeking an easy-to-use tool for scheduling, charting, and basic patient management without steep learning curves.
Pricing
Starts at $49/month per practitioner (Solo plan), scaling to $99+/month for teams; additional fees for telehealth ($15/mo) and SMS credits.
Conclusion
Among the reviewed tools, three emerge as top performers, with Salesforce Health Cloud leading as a comprehensive platform that unifies patient data, care coordination, and engagement. Microsoft Dynamics 365 for Healthcare follows closely, leveraging AI for patient outreach and virtual visits, while Zoho CRM Healthcare Edition stands out as an affordable, customizable option. Together, these tools highlight the breadth of innovation in medical CRM, catering to various needs from large practices to small clinics.
Take the first step toward enhancing your practice by exploring Salesforce Health Cloud, the top-ranked tool that delivers unified and effective patient relationship management.
Tools Reviewed
All tools were independently evaluated for this comparison