Best Enterprise Healthcare CRM Software

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Creatio is a global vendor of an agentic CRM & workflow platform with no-code and AI at its core. Its offerings include Creatio Studio, a no-code agentic platform to build applications and AI agents with natural language and visual designers, and a CRM suite with embedded AI agents across Creatio Marketing, Sales, and Service. The company provides a Financial Services CRM platform, plus industry workflows across 19 verticals and a range of marketplace add-ons. Creatio is recognized as a Leader and Strong Performer in Gartner and Forrester reports and earned outstanding peer-to-peer reviews. Creatio is headquartered in Boston, MA, with 850 employees in ten offices across 25 countries. It has long-lasting relationships with thousands of customers and over 500 partners worldwide.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

AZZLY Rize is the premier clinical and business platform for addiction treatment and mental health organizations. As an all-in-one substance use disorder and mental health specific EHR, Patient Engagement and RCM platform, we serve small, medium, and large clinics. Key features for OUTPATIENT Programs include: scheduling, appointment reminder, Zoom telehealth, treatment plans, progress notes, assessments and surveys. For RESIDENTIAL programs: census, medication management, bed board, withdrawal management, DrFirst e-prescribing, EPCS, PDMP, labs. For all levels of care: alerts, patient engagement portal, electronic billing and claims submission built in. AZZLY Rize empowers your staff through its 5 star training and support services, its simplicity and automation. As a true all-in-one EHR/PM/RCM platform, improved compliance, workflow and accurate billing are achieved real-time. We proudly serve programs in over 33 states and are hosted in Microsoft Azure's private cloud network.

Caspio is the world's leading NO-CODE platform for building online database applications without coding. The all-in-one platform provides everything you need to digitally transform business operations and workflows. It includes an integrated cloud database, a visual application builder, enterprise-grade security, regulatory compliance, and scalable global infrastructure. See why Caspio is trusted by over 15,000 companies worldwide. Try it for FREE. As a pioneer in the cloud industry since early 2000, Caspio's database platform is an application development solution for organizations of all sizes and is able to support HIPAA. All Caspio plans are competitively priced and allow unlimited users.

#1 Custom CRM Software for Businesses. Boost your Growth by Automating Sales, Marketing and Service. Sales force automation tools to track, monitor and manage pipeline. Close more customers efficiently. Marketing automation platform for converting leads to sales with campaigns, email and more. Customer service platform for ticket management with SLA's across assets and service classes. Automate sales and lease of real estate assets intelligently with site visits, reservations bookings and possession. Reduce cost & equipment downtime while increasing team productivity with enterprise facilities & asset management. Dealership Management System (DMS) for simplified automotive inventory, marketing, sales and service management. Automate asset lifecycle across procurement, inventory tracking, transfers, maintenance and retirement of assets. Manage customers effectively with smart analytics for profiling, loyalty, trend analysis and order fulfillment.

Pinpoint the problem areas, create amazing client relationships, and build your authority and celebrity status in your marketplace. EG does it all on Autopilot. Every office function can be controlled and coordinated from one place, a simple “Scoreboard-like” dashboard. We know the struggles you face in marketing, appointment scheduling, setting up a website, safeguarding your online reputation from negative reviews, and maintaining a social presence. For 15+ years, we’ve specialized in helping businesses set up systems that attract more potential customers and clients. Then we focus on converting those leads into paying customers and raving fans. Try all the features, set up marketing campaigns, whatever you want. Don’t worry, it’s easy to use, with an intuitive interface. Technology made simple yet effective. And it’s 100% free. EverGenius® gets you instant celebrity-like status online. That’s the kind of digital presence that kicks the crap out of your competition.

Tapdesk is a CRM and leads search tool designed to streamline the sales process of every sales organization allowing more time and energy to closing deals. It is a tool built for sales professionals and organizations with sales team. Tapdesk is powered by AI and our Machine learning algorithm provides you with relevant data to increase your productivity and cut out waste. We have a unique search capability that allows users to find decision makers and potential customers based on multiple criteria. Tapdesk is designed to find leads that are relevant to your business and current in your niche. A complex process involving several computational steps, Tapdesk AI is engineered to make it both reliable and fast. This experience is quite incredible, we simply call it genius.

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

Proxima Cloud CRM is a revolutionary, next-generation CRM platform specifically designed for pharmaceutical companies. It addresses common technology challenges such as expensive and time-consuming deployment processes, slow local implementation teams, device diversity management, and IT infrastructure vulnerabilities. The platform offers a pharma-specific design with self-service management, multilingual support, and rapid deployment capabilities, enabling teams to be operational in as little as 120 minutes. Validated by AWS infrastructure, Proxima Cloud CRM ensures scalability and security, adhering to ISO/IEC standards. Its intuitive admin panel empowers teams to independently resolve issues, reducing downtime and increasing productivity. The platform is device-agnostic, allowing installation on any device and operating system for seamless access.

ResiDex Software is the innovative, integrated, and user-friendly software solution for your Assisted Living center, Group Home, or Adult Day Services location. ResiDex helps users manage client demographics and coordinate services, medications, and critical data relating to the care of residents and clients. ResiDex Software's intuitive design is user-friendly, from data entry to data analysis and all points in-between! Our level of customer support is unparalleled. ResiDex provides a software solution for assisted living and group homes that is fully supported by committed staff who are continually developing our products and services to meet the requirements of our clients.

Link landing pages, webinars, events, and manage, engage, chat, or email your leads to increase conversion rates! Simplify and automate your appointments, events, webinars, classes, or virtual meetings! You can manage your fee for service, memberships, programs, packages, virtual clients, and more! Create or automate invoice, process payments and set up recurring payments for programs etc. Chat, text, e-mail, or video with your leads and clients any time through automated or customized venues. Populate financial, inventory, statistics, birthday, and tax reports and widgets to show your practice health. Allow clients to access videos, recipes, articles, documents, follow treatment plans, wellness plans, book appointments, purchase supplements, make payments, fill forms and much more. All at the tip of their fingers!

The intelligent healthcare CRM that makes marketing meaningful. Build compelling campaigns that reach the right audience right when they’re ready to convert. Discover insights that will generate successful strategies to drive engagement, build trust, and motivate healthy behaviors. Make sense of the market — and stay ahead of the competition. Leverage the power of the largest repository of American consumer healthcare data with in-depth, on-demand intelligence that helps you prioritize your efforts by service line and determine where to invest your marketing dollars. When you are able to easily identify consumers who are at risk for a medical event and predict your patients’ future health needs, you can design effective, data-driven strategies that encourage timely intervention and preventive care. Plus, save time and money by targeting only those most likely to use your services.

ShiftCare’s care management features make it easier for you and your teams to deliver highly personalized support to clients and their families. We’ve made it easy to plan and organize teams, shifts and rosters, helping you deliver a more effective, efficient service. With the management of invoices, timesheets and expenses seamlessly integrated, ShiftCare makes accurate accounting simple, reducing your workload, and helping you grow. We connect you and your teams with all you need to manage shifts, coordinate clients and deliver quality care, wherever they are. We make it easy to welcome new clients, ensure a full understanding of their needs, management of their goals and establish good relationships with their friends and family right from the start. Your teams are there to support clients as they work towards their goals. We make it easy for them to track progress and share it with the right people.