13 Best HIPAA-Compliant CRM Software for Secure Patient Data Management

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In healthcare, patient data is like a heartbeat—constant, vital, and disastrous if left unprotected.

Whether it’s a busy clinic, a wellness practice, or a large healthcare network, maintaining patient information securely while managing appointments, treatment plans, and constant follow-ups is crucial.

With the global healthcare customer relationship management (CRM) market on track to grow at 7.7% CAGR through 2030, choosing a HIPAA-compliant CRM has become essential for the healthcare industry.

The right CRM software helps healthcare providers protect patient data with access controls and gives teams the tools to manage relationships and operations smoothly behind the scenes.

Ready to safeguard patient interactions, simplify day-to-day processes, and improve patient satisfaction? Explore our top 13 HIPAA-compliant CRM picks to help you choose the right tool for you.

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Top 13 HIPAA-Compliant CRM Software At a Glance

Here’s a quick comparison of the top HIPPA-compliant CRM software to help you choose the right fit:

ToolBest ForKey FeaturesPricing*
ClickUpAll-in-one project and client managementAutomate onboarding and reminders, control access, secure forms, customizable views, CRM templateFree plans; customizations for enterprises
Salesforce Health CloudLarge healthcare networks needing unified patient viewConnect clinical/non-clinical data, automate scheduling, Agentforce AI, EHR integrationsPaid plans starting from $325 month per user
LeadSquaredHigh-velocity patient acquisition and engagementAutomate follow-ups, lead scoring, marketing automation, secure data, integrationsPaid plans starting from $60/month per user
KeapSmall clinics automating follow-ups and paymentsAutomate payments/reminders, secure billing, online payments, forms, email integrationsPaid plans starting from $299/month per user
HIPAA CRMBudget-conscious practices needing secure data managementStore/manage patient info, AWS security, access controls, audit logsFree plan; Paid plans starting from $2/month per user
ZendeskCross-department collaboration and secure engagementUnified records, omnichannel support, secure messaging, knowledge bases, AI insightsPaid plans starting from $19 per user
CaspioFully custom healthcare apps without codingNo-code builder, secure integrations, access controls, compliance toolsPaid plans starting from $100/month per user
PipedriveIntuitive pipeline management for salesAI workflows, nurturing, real-time insights, integrationsPaid plans starting from $24/month per user
InsightlyIntegrated CRM, marketing, and project managementUnified CRM, marketing automation, project tracking, integrations, mobile appPaid plans starting from $29/month per user
NexHealthEliminating manual patient admin workOnline booking, patient forms, insurance checks, payments, EHR syncCustom pricing
CreatioEnterprises needing rapid CRM customizationsNo-code workflow automation, AI guidance, dashboards, cross-team scalingPaid plans starting from $25/month per user
Zoho CRMCost-effective, multi-team collaborationTeamspaces, Zia AI, no-code workflows, 1,000+ integrationsPaid plans starting from $20/month per user
PatientPopPractice growth and online visibilitySEO, reviews, online scheduling, mobile forms, intake automationCustom pricing
*Please check the tool website for the latest pricing
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What Should You Look for in HIPAA-Compliant CRM Software?

What distinguishes a HIPAA-compliant CRM system from a standard one?

The key difference lies in its ability to safeguard sensitive patient data and assist healthcare providers in adhering to HIPAA compliance regulations. 🏥

When choosing HIPAA-compliant CRM software, make sure it includes features like data encryption and does more than manage patient interactions—it should strengthen data security, patient privacy, and regulatory compliance at every step. Look for:

✅ Strong data encryption for patient information, both at rest and in transit

✅ Granular access controls and multi-factor authentication so only authorized personnel handle patient data while minimizing administrative tasks

Detailed audit logs to track who accesses patient records and when

✅ A signed Business Associate Agreement (BAA) to clarify shared responsibilities for protected health information

✅ Secure backup, recovery, and communication tools to prevent data breaches and protect patient relationships

How we review software at ClickUp

Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.

Here’s a detailed rundown of how we review software at ClickUp.

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The 13 Best HIPAA-Compliant CRM Software

Here are the top 13 HIPAA-compliant CRM software solutions trusted by healthcare providers:

1. ClickUp (Best for all-in-one project and client management)

See every part of your healthcare workflows clearly with ClickUp’s customizable views and project management workflows

Between managing patient information, constant follow-ups, and ensuring only authorized personnel see what they’re supposed to, the margin for error is always there. 

One small slip can mean a data breach or a HIPAA violation. No one in the healthcare system wants to deal with such a headache, especially when handling sensitive health information.

As the world’s first Converged AI Workspace, ClickUp assists healthcare professionals and medical SaaS teams in effectively addressing these challenges. It’s built-in AI assistant, ClickUp Brain, connects all your workflows and makes knowledge instantly accesssible.

HIPAA-compliant CRM system by ClickUp
Manage patient relationships, secure sensitive patient information, and track every interaction in one HIPAA-compliant CRM system by ClickUp

Protect patient data with ClickUp’s HIPAA-compliant CRM

ClickUp offers CRM teams a powerful HIPAA-compliant CRM system designed to keep every detail—from medical histories to insurance records—safe and accessible only to authorized personnel. 

With granular access controls, you can easily set permissions so that only the right team members can view or edit patient data, ensuring compliance and peace of mind.

But robust security measures aren’t just about locking things down. ClickUp’s audit logs let you track who accessed or updated patient records, providing transparency and accountability for every action. This means you’re always ready for compliance checks and can quickly resolve any data concerns.

Plus, ClickUp’s CRM Template gives healthcare providers a ready-made way to keep patient data, insurance details, and contact information organized in one secure place.

Organize patient contacts, treatment stages, and follow-ups in a ready-made CRM pipeline with ClickUp’s CRM Template

Instead of manually setting reminders or depending on sticky notes, clinics can automate appointment scheduling and follow-ups directly in the pipeline, cutting down no-shows and missed check-ins. 

Save time with ClickUp Automations

ClickUp Automations and ClickUp Agents are perfect for healthcare teams who want to spend less time on paperwork and more time with patients.

ClickUp Automations - HIPAA Complaint CRM
Automate patient intake, appointment reminders, and follow-ups to cut busywork and protect patient data with ClickUp Automations

Imagine this: a new patient fills out an online intake form, and ClickUp instantly creates a patient record, assigns the intake to the right nurse, and schedules a welcome call. 

Appointment reminders? Sent automatically via email or SMS, reducing no-shows. Consent forms and follow-up notes? Collected, stored, and linked to the patient’s profile—no more chasing paperwork. The agents can step in and answer any questions or help people find what they need, without manual oversight.

Autopilot Agents in ClickUp
Train custom Agents in ClickUp to handle async workflows

You can even automate insurance verification, prescription refill requests, and post-visit surveys. By letting ClickUp handle repetitive admin tasks, your clinic can focus on what matters most: delivering excellent patient care.

Monitor workflows with ClickUp Dashboards and ClickUp Forms

For clinics and practices managing multiple patients and providers, ClickUp Dashboards, timeline views, and ClickUp Forms bring clarity and control to every workflow.

ClickUp Dashboards - HIPAA Complaint CRM
Track patient communication, treatment plans, and staff workloads in one clear view via ClickUp Dashboards

ClickUp Dashboards let you visualize patient flow, track outstanding lab results, and monitor staff workloads—all in one place. ClickUp Forms make it easy to collect patient feedback or pre-visit information securely in one place.

Here’s a quick visual guide on how ClickUp is using AI to empower automated workflows for healthcare businesses:

ClickUp best features

  • Automate patient onboarding, reminders, and handoffs to cut manual busywork
  • Track patient communication, treatment timelines, and staff tasks with 15+ customizable views
  • Collect medical history and patient feedback securely using HIPAA-friendly forms
  • Control who can access patient data with detailed access controls and audit logs
  • Organize contacts, treatment plans, and follow-ups using ClickUp’s CRM template

ClickUp limitations

  • Can feel overwhelming for small teams new to CRM tools
  • Some healthcare-specific templates may require custom tweaks
  • Automation setup has a learning curve for non-technical staff

ClickUp pricing

free forever
Best for individual users
Free Free
Key Features:
60MB Storage
Unlimited Tasks
Unlimited Free Plan Members
unlimited
Best for small teams
$7 $10
per user per month
Everything in Free Forever plus:
Unlimited Storage
Unlimited Folders and Spaces
Unlimited Integrations
business
Best for mid-sized teams
$12 $19
per user per month
Everything in Unlimited, plus:
Google SSO
Unlimited Message History
Unlimited Mind Maps
enterprise
Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
Everything in Business, plus:
White Labeling
Conditional Logic in Forms
Subtasks in Multiple Lists
* Prices when billed annually
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ClickUp ratings and reviews

  • G2: 4.7/5 (9,000+ reviews)
  • Capterra: 4.6/5 (4,000+ reviews)

What users say about ClickUp

Our experience, which started with managing Scrum processes, led us to manage all our processes and teams, including CRM, via ClickUp. It has countless good aspects, such as ease of use, ease of implementation, a wide range of templates, ease of integration for all organizational processes, a wide range of capabilities, easy understanding, user-friendly interfaces, training and information support, and customer support.

G2 review

2. Salesforce Health Cloud (Best for large healthcare networks needing a unified patient view)

When healthcare organizations grow, so does the complexity of managing patient data, insurance details, and care coordination. Fragmented patient records and disconnected teams make it harder to deliver consistent care and protect patient privacy.

Salesforce Health Cloud provides healthcare providers, payers, and public health teams with a secure, HIPAA-compliant customer relationship management system that unifies patient information, including electronic health records. 

It also automates processes to improve patient outcomes while meeting strict data security standards.

Salesforce Health Cloud best features

  • Connect clinical and non-clinical data in one HIPAA-compliant CRM platform
  • Automate patient registration, benefits verification, and appointment scheduling
  • Use Agentforce AI to monitor disease trends and automate health surveillance workflows
  • Build flexible care plans that address social determinants and boost patient engagement
  • Integrate easily with EHR and EMR systems to keep patient information updated and accessible only to authorized personnel

Salesforce Health Cloud limitations

  • Pricing can be high for smaller healthcare providers or clinics
  • Requires dedicated training and support for full setup and integrations
  • Customizing advanced features may demand technical admin resources

Salesforce Health Cloud pricing

  • Health Cloud Enterprise: $350/month per user
  • Health Cloud Unlimited: $525/month per user
  • Agentforce 1 for Service: $750/month per user
  • Agentforce 1 for Sales: $750/month per user

Salesforce Health Cloud ratings and reviews

  • G2: 3.8/5 (35+ reviews)
  • Capterra: Not enough reviews

What users say about Salesforce Health Cloud

This G2 review noted:

A comprehensive collection of tools and features that can transform any healthcare organization’s operations. Provides minute facts about patients, such as appointment history, current ailments, specialists treating patients, and prescriptions, all in one location.

G2 review

Learn how to write SOAP notes. Watch this video:

3. LeadSquared (Best for high-velocity patient acquisition and engagement)

Many clinics lose new patients before they even walk in the door.

That’s because there’s no clear way to score or prioritize leads, which can waste hours of staff time and weaken trust.

LeadSquared fixes this by giving healthcare providers a healthcare CRM system that captures every patient inquiry, keeps sensitive patient data secure, and automates follow-ups.

LeadSquared best features

  • Automate patient follow-ups, appointment scheduling, and reminders to reduce manual work
  • Score patient inquiries to help staff prioritize high-value leads and improve patient engagement
  • Centralize patient data in one HIPAA-compliant CRM system with access controls for authorized personnel only
  • Use marketing automation to run campaigns that attract and convert new patients securely
  • Integrate easily with existing healthcare tools to manage patient communication and track outcomes

LeadSquared limitations

  • Some users report limitations with phone system reliability and reporting flexibility
  • May require extra training for teams new to CRM automations
  • Switching providers can be tricky due to data migration challenges

LeadSquared pricing

  • Sales Pro: $60/month per user
  • Sales Super: $100/month per user

LeadSquared ratings and reviews

  • G2: 4.5/5 (240+ reviews)
  • Capterra: Not enough reviews

What users say about LeadSquared

This G2 review shared:

LeadSquared Sales + Mobile CRM excels in its intuitive interface and seamless integration, enabling teams to manage leads, track activities, and boost productivity effortlessly on the go.

G2 review

📮 ClickUp Insight: 1 in 5 professionals spends 3+ hours daily just looking for files, messages, or additional context on their tasks.

That’s nearly 40% of a full workweek wasted on something that should only take seconds!

ClickUp’s AI-powered Enterprise Search unifies all your work—across tasks, docs, emails, and chats—so you can find exactly what you need when you need it without jumping between tools.

4. Keap (Best for small clinics automating patient follow-ups and payments)

Keap CRM Automation
via Keap

More than 40% of patients worry their medical bills have errors, and when billing mistakes pile up, trust breaks down fast. For small clinics and wellness practices, scattered invoices and late payment reminders can eat away hours every week and put sensitive patient information at risk.

Keap brings all of these functions into one healthcare CRM software. This software keeps patient payment data secure, automates appointment reminders and billing follow-ups, and frees up time for what really matters: patient care.

Keap best features

  • Automate reminders for payments, appointments, and follow-ups without manual tracking
  • Store patient details and billing info securely in one HIPAA-compliant CRM platform
  • Build simple intake forms that connect directly to patient communication workflows
  • Accept and track payments online, cutting back on billing errors and paperwork
  • Integrate with popular scheduling and email tools to keep patient engagement smooth

Keap limitations

  • Geared mainly for small practices, may not scale well for larger health systems
  • Some custom automations require extra setup for non-technical teams
  • Pricing can feel steep for clinics with tight budgets and basic CRM needs

Keap pricing

  • Pro: $299/month per month

Keap ratings and reviews

  • G2: 4.2/5 (1,560+ reviews)
  • Capterra: 4.1/5 (1,300+ reviews)

What users say about Keap

This Capterra review featured:

My experience with Keap has been mostly positive. It’s a solid tool for businesses aiming to automate their processes and centralize their customer interactions.

Capterra review

🧠 Did You Know? About 30% of patients run late for appointments, and the average no-show rate in healthcare still hovers around 15%–20%.

5. HIPAA CRM (Best for budget-conscious practices needing secure patient data management)

Many smaller clinics and private practices desire the security of a HIPAA-compliant CRM system, yet they hesitate due to the complex setup costs associated with insurance portability and accountability.

For teams storing patient data on spreadsheets or paper files, the risk of a data breach or HIPAA violation is too high to ignore.

HIPAA CRM from FreeCRM offers a practical, zero-cost option for managing sensitive patient data, appointment scheduling, and patient interactions in the cloud—while meeting strict data security standards set by the Health Insurance Portability and Accountability Act.

HIPAA CRM best features

  • Store and manage patient contact information, medical history, and billing details securely in one place
  • Operate on Amazon AWS data centers with built-in redundancy and strong data encryption
  • Control access so only authorized personnel can see sensitive patient records
  • Track appointment scheduling, patient interactions, and follow-ups to improve patient outcomes
  • Use audit logs and compliance tools to meet HIPAA regulations without extra overhead

HIPAA CRM limitations

  • Limited advanced automation compared to paid CRM solutions
  • Support and customization options may be more basic than enterprise systems
  • May not scale well for larger multi-location healthcare providers

HIPAA CRM pricing

  • Free
  • Pro: $2/month per user
  • Enterprise & HIPAA: $50/month per user

HIPAA CRM ratings and reviews

  • G2: Not enough reviews
  • Capterra: Not enough reviews

6. Zendesk (Best for Cross-Department Collaboration and Secure Patient Engagement)

When patients repeat their medical history to multiple departments, it’s a sign of siloed systems that waste time and compromise care.

Zendesk aims to close these gaps by acting as a unified CRM and service solution that connects front-line staff, administrative teams, and medical providers with a shared patient view.

With HIPAA-enabled security and omnichannel tools, Zendesk helps healthcare teams deliver secure, efficient, and personalized support at every touchpoint.

Zendesk best features

  • Provide a unified patient record accessible across departments and channels
  • Automate ticketing, appointment follow-ups, and reminders to reduce bottlenecks
  • Enable secure patient communications through email, chat, phone, and social messaging
  • Build self-service areas like patient portals and knowledge bases
  • Access customizable dashboards and AI-driven insights to spot care trends

Zendesk limitations

  • Advanced AI tools require a higher-tier plan and added cost
  • Some technical configuration needed to fully customize workflows
  • No permanent free plan; advanced features can raise costs quickly

Zendesk pricing

  • Suite Team: $69/month per user
  • Suite Professional: $149/month per user
  • Suite Enterprise: Custom pricing

Zendesk ratings and reviews

  • G2: 4.3/5 (6,200+ reviews)
  • Capterra: 4.4/5 (4,000+ reviews)

What users say about Zendesk

This G2 review said:

The integration with our CRM and third-party apps is seamless, allowing for a centralized view of customer interactions. Zendesk’s robust reporting also helps us track key metrics and continuously improve our support operations.

G2 review

7. Caspio (Best for building fully custom healthcare management apps without coding)

Caspio CRM Automation
via Caspio

Many healthcare practices struggle because their existing software stacks are rigid, stuffed with features they don’t use, or painfully expensive to scale.

Caspio cuts through that complexity by giving hospitals, clinics, and private practices a low-code platform to build exactly what they need, enhancing operational efficiency.

Whether you need a patient portal, an intake workflow, or a fully integrated hospital information system, Caspio’s drag-and-drop builder helps non-technical teams deploy HIPAA-compliant apps fast. Plus, you only pay for the storage, features, and performance you actually use.

Caspio best features

  • Build custom patient portals, dashboards, forms, and tracking apps with no coding
  • Integrate securely with other healthcare tools and automate routine workflows
  • Control user access, run detailed reports, and meet HIPAA requirements out of the box
  • Launch projects in weeks instead of months—scale and modify anytime

Caspio limitations

  • Initial setup may still need technical planning for complex integrations
  • Some advanced compliance features add extra monthly fees
  • High-volume use or large data records may increase plan costs

Caspio pricing

  • Lite: $100/month per user
  • Plus: $300/month per user
  • Business: $600/month per user
  • Enterprise: Custom pricing

Caspio ratings and reviews

  • G2: 4.5/5 (150+ reviews)
  • Capterra: 4.5/5 (220+ reviews)

What users say about Caspio

This G2 review captured:

Two critical factors for our selection of Caspio were (1) the ability to have HIPAA level security and (2) the fact that you do not pay by user. We are running applications with lots of different users interacting with the same data sources.

G2 review

8. Pipedrive (Best for sales teams that want intuitive pipeline management)

Pipedrive CRM Automation
via  Pipedrive

When calling a healthcare provider or other healthcare business, 60% of patients won’t wait on hold for more than a minute—and only 32% will bother to call back if they don’t get through.

The same impatience exists in sales: prospects expect quick, well-timed follow-ups and zero friction.

Pipedrive helps sales teams meet those expectations with an intuitive pipeline, AI-powered nudges, and automations that keep deals on track without burying reps in admin tasks.

Pipedrive best features

  • Automate lead nurturing and follow-ups with AI-driven workflows
  • Customize multiple sales pipelines to match unique processes
  • Integrate with 500+ apps and tools to unify your tech stack
  • Generate real-time sales insights, forecasts, and custom reports
  • Use add-ons for lead generation, web visitor tracking, and document management

Pipedrive limitations

  • Automation depth is more basic compared to enterprise CRMs
  • Some advanced integrations rely on third-party connectors like Zapier
  • Data migration from other CRMs may need additional setup effort

Pipedrive pricing

  • Lite: $19/month per user
  • Growth: $34/month per user
  • Premium: $64/month per user
  • Ultimate: $89/month per user

Pipedrive ratings and reviews

  • G2: 4.3/5 (2,500+ reviews)
  • Capterra: 4.5/5 (3,000+ reviews)

What users say about Pipedrive

This G2 review noted:

For someone with no high level experience setting up CRMs it has been such an easy, and quick process. There are so many integrations and automations that you can set up which was limited with our other CRM.

G2 review

9. Insightly (Best for integrated CRM + marketing + project management)

Managing sales, marketing, and projects in one place can feel overwhelming, especially when tools don’t connect or require constant workarounds.

Insightly tackles this head-on with a modern, flexible CRM that combines pipeline management, marketing automation, support ticketing, and deep integrations in one unified platform.

This means growing teams can customize workflows, automate tasks, and align go-to-market teams faster—without burning through resources on disconnected systems.

Insightly best features

  • Centralize contacts, pipelines, and sales activities in one CRM
  • Automate workflows, email marketing, and lead nurturing with built-in tools
  • Manage projects alongside sales pipelines with custom objects and layouts
  • Connect over 500 apps using AppConnect for smooth data flow
  • Use mobile apps to update records and manage tasks on the go

Insightly limitations

  • The learning curve for setting up custom automation can be steep
  • Some integrations may need additional configuration or third-party tools
  • Certain advanced features are restricted to higher-tier plans

Insightly pricing

  • Plus: $29/month per user
  • Professional: $49/month per user
  • Enterprise: $99/month per user

Insightly ratings and reviews

  • G2: 4.2/5 (920+ reviews)
  • Capterra: 4.0/5 (1,200+ reviews)

What users say about Insightly

This G2 review shared:

Insightly is very responsive. The search feature is amazing. I find the interface simple to navigate and when it’s time to automate, insightly has powerful automation features. The CRM is user friendly enough to use daily.

G2 review

10. NexHealth (Best for eliminating manual patient admin work)

One missed form or a no-show appointment can snowball into hours of wasted admin work for busy front desks—and leave patients frustrated before they even step through the door.

NexHealth solves this by automating the repetitive tasks that drag practices down—working seamlessly alongside your existing patient management software to sync patient bookings, forms, payments, and reminders directly with your health record system in real time.

NexHealth best features

  • Automate online appointment booking and recall scheduling
  • Digitize patient management with intake forms that have instant syncing
  • Send automated reminders and marketing campaigns
  • Process payments faster and reduce manual billing tasks
  • Verify insurance eligibility automatically before visits

NexHealth limitations

  • Customization for unique practice workflows may feel limited
  • Advanced reporting options could be deeper for some clinics
  • Pricing may be higher for small solo practices

NexHealth pricing

  • Custom pricing 

NexHealth ratings and reviews

  • G2: 4.8/5 (60+ reviews)
  • Capterra: 4.7/5 (30+ reviews)

What users say about NexHealth

This G2 user noted:

What I like best about NexHealth is how it streamlines the entire patient experience. From easy scheduling and automated reminders to seamless EHR integration, it reduces administrative work and improves communication.

G2 user

11. Creatio (Best for enterprises that can’t wait months for CRM customizations)

For businesses where even minor workflow modifications can take months due to IT bottlenecks, Creatio revolutionizes the situation with its AI-native, no-code CRM and process automation.

Instead of wrestling with hard-coded limitations, healthcare teams can quickly build, modify, and scale sales, marketing, and service processes while enhancing operational efficiency without deep technical help.

The platform’s real differentiator is how it combines AI-powered guidance—like next-best-action prompts—with a genuinely flexible no-code designer, so operational teams adapt fast while staying aligned.

Creatio best features

  • Automate complex sales, marketing, and service workflows without coding
  • Use AI to recommend actions, forecast sales, and reduce manual data entry
  • Integrate easily with third-party tools like QuickBooks and Zoho
  • Design custom dashboards and process templates for different teams
  • Scale workflows across departments while maintaining a single customer view

Creatio limitations

  • Initial learning curve for advanced customization
  • Some UI elements can feel dated
  • Advanced branding options cost extra in lower plans

Creatio pricing

  • Growth: $25/month per user
  • Enterprise: $55/month per user
  • Unlimited: $85/month per user

Creatio ratings and reviews

  • G2: 4.6/5 (300+ reviews)
  • Capterra: 4.7/5 (120+ reviews)

What users say about Creatio

This G2 review featured:

Creatio has many valuable and interesting features, including the agility to create processes quickly and simply without having to program, which accelerates the adoption of technology in all areas of the organization.

G2 review

12. Zoho CRM (Best for cost-effective, multi-team collaboration)

Stretched budgets and scattered teams can make collaboration feel impossible, especially when every department wants its tools.

Zoho CRM tackles this by giving growing businesses an affordable, compliant all-in-one system where multiple teams—sales, marketing, support, and patient communication tools—can work together in dedicated spaces.

With its blend of contextual AI and an intuitive interface, teams stay connected without burning extra budget on disjointed software or pricey custom builds.

Zoho CRM best features

  • Connect cross-functional teams with purpose-driven Teamspaces
  • Automate tasks and personalize outreach with Zia, Zoho’s AI assistant
  • Customize sales workflows, cadences, and forecasting with no-code tools
  • Integrate easily with 1,000+ apps through Zoho Marketplace
  • Migrate quickly from other CRMs or spreadsheets with guided onboarding

Zoho CRM limitations

  • Advanced customization can get tricky without technical support
  • Some users mention slower performance with large data sets
  • Feature depth may overwhelm smaller teams at first

Zoho CRM pricing

  • Standard: $20/month per user
  • Professional: $35/month per user
  • Enterprise: $50/month per user
  • Ultimate: $65/month per user

Zoho CRM ratings and reviews

  • G2: 4.1/5 (2,790+ reviews)
  • Capterra: 4.3/5 (6,960+ reviews)

What users say about Zoho CRM

This G2 user noted:

Zoho CRM offers a robust, customizable interface that integrates seamlessly with our digital marketing ecosystem. The automation workflows, lead scoring, and multichannel communication tools enable us to deliver personalized experiences at scale.

G2 user

13. PatientPop (Best for practice growth and online visibility)

For many independent healthcare practices, inconsistent patient flow and a weak online presence can make growth feel impossible. 

PatientPop, now a part of Tebra, addresses this issue by providing an all-in-one platform that enhances online visibility of your business, draws in new patients, and ensures your calendar remains full. 

Its tools help practices appear at the top of search results, collect stellar reviews, and offer easy, anywhere scheduling—so patients can book 24/7 while your front desk stays stress-free.

PatientPop best features

  • Automate online booking and appointment reminders to fill your schedule effortlessly
  • Boost your search ranking and reputation with built-in SEO and review management
  • Modernize patient experience with universal scheduling and mobile-friendly forms
  • Free up staff time by digitizing routine tasks like intake, insurance checks, and follow-ups

PatientPop limitations

  • Reporting options can be limited for advanced analytics needs
  • Some users note occasional refresh issues when generating reports
  • Certain automation add-ons can add extra costs for high-volume practices

PatientPop pricing

  • Custom pricing

PatientPop ratings and reviews

  • G2: 4.1/5 (230+ reviews)
  • Capterra: Not enough reviews

What users say about PatientPop

This G2 review marked:

Access to the clients’ charts via phone or desktop is excellent. Being able to set standard quick, easy drop-in notes is a great feature.

G2 review
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ClickUp, Check Up, with HIPAA Wrapped

Keeping patient information is the bedrock of trust between healthcare providers and the people they care for.

While plenty of CRMs promise to handle patient data, not all of them actually protect it the way healthcare regulations demand. Some systems are excellent for sales teams, but they leave too many gaps in encryption, access controls, and the audit trails necessary for answering questions like, “Who saw this file and when?”

ClickUp changes that. 🌟

It’s a flexible workspace where you can keep sensitive patient records secure, automate appointment reminders and follow-ups, and make sure only the right people see the right information.If you’re serious about protecting patient data and giving your team peace of mind, sign up on ClickUp now!

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