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In the healthcare industry, managing sensitive patient data and providing superior customer service is paramount. However, as of 2021, US health services are only ranked 44th in customer service. This discrepancy highlights the need for patient relationship management solutions to improve service delivery. One promising tool is healthcare customer relationship management (CRM) software. As healthcare management realizes this, the market for healthcare CRM systems is projected to grow to more than $30 billion in 2030 (see Figure 1).
This article
- Explores the possibilities of CRM healthcare software
- We provide a benchmark for the best healthcare CRM software on the market.
Source: Market Research Future
Figure 1. Evaluation of healthcare CRM software
Top 10 CRM Healthcare Software Benchmarking
Vendor Selection Criteria
In determining the vendors to study in our research, we narrowed down our vendor list based on certain criteria. We used the company’s B2B reviews and number of employees to evaluate its market presence, as these criteria are public and verifiable.
Therefore, we have set some restrictions in order to focus on the top companies in terms of market presence, we select firms:
- 100+ employees
- 50+ reviews on review platforms including G2, Trustradius, Capterra
- At least one Fortune 500 reference
1- creativity
2- Netsuite CRM
3- Salesforce Health Cloud
4- Zoho CRM
5- Monday.com CRM
6- PatientPop
7- Zendesk for Healthcare
8- Capture CX
9- Freshsales
10- Intuitive CRM
We analyzed vendors in terms of market presence and advertising (eg free trial and price). You can sort Table 1, for example, by ratings.
Sellers | employee size | Reviews | Free to try | the price | Rating* (out of 5) |
---|---|---|---|---|---|
creativity | 575 | 225 | is available | Starts at $25/month per user | 4.6 |
Netsuite CRM | 19649 | 2523 | N/A | It is not provided | 4 |
Salesforce Health Cloud | 75000 | 31 | is available | Starting at $300/month * Charged annually |
3.8 |
Zoho CRM | 5000 | 2400 | is available | Starts at $14/month per user | 4 |
monday.com CRM | 1747 | 598 | is available | Starts at $10/month per user | 4.7 |
PatientPop | 222 | 46 | is available | It is not provided | 4.1 |
Zendesk for Healthcare | 6300 | 600 | is available | Starts at $19/month per user * Charged annually |
4.2 |
Capture CX | 360 | 106 | N/A | Starts at $19/month per user | 4.3 |
New sales | 7500 | 1060 | is available | Starts at $15/month per user * Charged annually |
4.5 |
Transparent CRM | 138 | 868 | is available | Starting at $29/month per user * Charged annually |
4.2 |
*Ratings on software review platform G2.
Here we have also analyzed the capabilities and features of healthcare CRM tools. Since all vendors offer document management and 360° customer visibility capabilities, we have not included them in the table. You can sort Table 2, for example, by degree of support.
Sellers | arrangement | calendar | Automatic notifications | Low code no-code | Sales forecasting | Data Compliance | Customer support | Degree of support* (out of 10) |
---|---|---|---|---|---|---|---|---|
creativity | in the building Cloud based mobile |
is available | is available | is available | is available | GDPR, HIPAA, ISO / IEC 27001: 2013 | Phone support 24/7 live agent Talk |
9.1 |
Netsuite CRM | Cloud based mobile |
is available | is available | is available | is available | GDPR | Phone support 24/7 (live reputation) Talk |
7 |
Salesforce Health Cloud | Cloud based mobile |
is available | is available | N/A | is available | GDPR, HIPAA, ISO 27001, ISO 27017, ISO 27018 | Live Agent (with additional costs) Help Center |
7.7 |
Zoho CRM | Cloud based | is available | is available | It is not provided | is available | GDPR, HIPAA | Phone support 24/7 (live reputation) Talk |
7.5 |
monday.com CRM | Cloud based mobile |
is available | is available | is available | is available | GDPR, HIPAA, ISO / IEC 27001: 2013 | 24/7 (live reputation) Talk |
8.8 |
PatientPop | Cloud based | is available | is available | N/A | N/A | HIPAA | Phone support Talk |
7.6 |
Zendesk for Healthcare | Cloud based mobile |
N/A / Synchronized with other tools | Available at additional cost | N/A | is available | GDPR, HIPAA | Phone support 24/7 (live reputation) Talk |
8.5 |
Capture CX | Cloud based mobile |
is available | is available | N/A | is available | GDPR, HIPAA | Phone support 24/7 (live reputation) Talk |
8.4 |
New sales | Cloud based mobile |
N/A / Synchronized with other tools | is available | N/A | is available | GDPR, HIPAA | Phone support 24/7 (live reputation) Talk |
8.9 |
Transparent CRM | Cloud based mobile |
is available | Available at additional cost | N/A | is available | GDPR, HIPAA | Phone support 24/7 (live reputation) Talk |
8 |
*Ratings on software review platform G2.
Disclaimer:
Data is collected from vendors’ websites. Please note that some vendors offer a variety of services (e.g. Salesforce), while others focus solely on CRM. That is why the size of their company and the number of reviews can vary. If you think we’ve missed any material, please contact us so we can consider adding it to our article.
The capabilities of a healthcare CRM system should be considered
calendar
CRM systems often include scheduling features that allow healthcare providers to manage appointments and resource allocation. This includes scheduling patient visits, tracking the availability of doctors or medical staff, and organizing the use of medical facilities or equipment.
Automatic notifications
CRM software can send automated messages to both staff and patients. This may include appointment reminders, medication reminders, follow-up reminders after a visit, or notifications about test results. This feature helps improve adherence to treatment plans and enhance patient engagement.
Document management
Healthcare involves a lot of documentation, from electronic health records (EHR) to regulatory compliance documents. A CRM can store, organize and provide easy access to these documents, improving efficiency and reducing the risk of lost or incorrect information.
Low-code, no-code development
Low-code development in healthcare CRM systems enables rapid, customized application development, reducing reliance on specialized IT teams. This empowers healthcare staff to create solutions specific to their needs, increasing operational agility. It also provides cost-effectiveness by reducing the costs associated with traditional software development.
Sales forecasting
This capability refers to the provision of health services that can predict future demand for certain services or treatments. In this way, healthcare providers make informed decisions about business processes such as:
- allocation of resources
- Budget planning
- Inventory management
- Leading management
360° customer view
This feature provides a comprehensive view of each patient, including their medical history, previous interactions with healthcare providers, and personal preferences. This allows healthcare providers to personalize care and improve patient satisfaction.
Data Compliance
Given the sensitive nature of healthcare data, a CRM solution must have strict security measures in place. This includes the security of patient-provider communications and the protection of patient data.
Customer support
The healthcare service provider should evaluate the level of support provided by the CRM vendor. This includes technical support, training, and help with implementation and troubleshooting. Good vendor support can make a significant difference in the successful deployment and use of CRM.
Transparency Statement:
AIMultiple serves a number of tech companies, including Creatio.
If you need help with your vendor selection process, we can help:
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