Alexa CRM Software For Healthcare And Their Benefits

Top 5 CRM Software For Healthcare And Their Benefits

CRM | by Steve Conway
CRM Software For Healthcare And Their Benefits

Managing customer interactions is the hardest thing ever. For healthcare organizations, this is even more challenging. Keeping track of patients’ data requires a lot of dedication and accuracy, which is almost impossible when you do it manually. Having a healthcare CRM in place makes the job hassle-free while increasing its accuracy level. In recent times, there have been many healthcare CRM software in the market, but not all live up to the mark.

Amidst all the top-performing CRM, finding the one that best serves your need is difficult. Following is the list of the most popular ones that are used by healthcare sectors across the globe.

  1. HubSpot
  2. ConvergeHub
  3. Keap
  4. Salesforce
  5. Pipedrive

HubSpot is for companies that want to scale their marketing efforts. The software helps hospitals and clinics by integrating its social media and website tools. HubSpot allows healthcare companies to drive traffic to their sites with targeted campaigns. The users can segment the audience by organic search keywords, email, and social media management.

ConvergeHub is a robust and integrated CRM software. It has features like targeted email automation workflows, website visitor tracking, on-site patient engagement analytics, lead generation campaigns, and more.

Why Do You Need A CRM Software For Healthcare Management?

Customer relationship management is part of healthcare. Having a robust CRM in place aids in the smooth and streamlined processing of daily workflow. A CRM tool automates manual tasks and increases efficiency at every touchpoint of healthcare management. It comes with an array of vital features, such as:

  • Health assistant mechanisms that include Clinical Decision Support System.
  • Integration of complete health facility’s EHR systems.
  • Medication and appointment reminders, patient intake management, and automation process.
  • Encryption, security, and access restrictions for protecting sensitive medical records. If you have CRM software like ConvergeHub, it will help to maintain patient records with the highest level of security.

With healthcare CRM, you can significantly improve the quality of service by eliminating the manual errors of patient record management. It keeps miscommunication at bay while enhancing customer satisfaction levels to the farthest extent. CRM software improves decision-making and offers comprehensive financial and medical analysis.

Modern healthcare CRM solutions like ConvergeHub integrate sales and marketing processes to run things in a more streamlined manner. Such a feature-rich CRM, not only helps healthcare organizations reach new levels but also helps maintain customer relationships seamlessly.

How Healthcare CRM Adds To Customer Relationships

The Healthcare system has to deal with customers regularly, just like other sectors. The way customers are dealt with has a direct impact on the reputation of the hospital or clinic. With a CRM, every process gets automated and streamlined:

Offers Personalization
A CRM system allows your clinic’s customer service agents to segregate different patients based on their medical history, visit history, demographics, income, and more. Accordingly, you can send personalized emails, bills, and even post-visit communication to keep in touch with them. It facilitates patient satisfaction and retains a cordial relationship with existing and new patients.

Understand Customers Better
With CRM healthcare software, you can understand your customers better. As the software provides exceptional customer service, you know all the details about your patients long before providing support.
From collecting patient data via multiple sources to track every customer interaction, CRM automates the process. When your support agents have a better understanding of the process, they can serve customers better. It further helps in building your brand recognition.

Enhances Patient Health
Healthcare CRM software has tools like autoresponders, email broadcasts, and push notifications. The tool sends out vital information automatically to patients and helps them to stay healthy.

Enhances Marketing Initiatives
Healthcare CRM software offers real-time analytics and reports to help hospitals and clinics to estimate the success rate of sales campaigns and marketing initiatives. This way, it’s easier to keep a tab on the efforts you make as well as enrich your brand reputation.

Five Of The Best Healthcare CRM Software

Finding the best of the healthcare system is a daunting task, especially when most of the products offer a set of crucial benefits. However, we have thoroughly researched and handpicked the products that are being widely used in the healthcare sector these days. Read on to explore.


HubSpot is widely-known CRM software. It’s featured with several crucial tools for marketing your products and streamlining customer service.

HubSpot Features

Hospitals and clinics using Hubspot can have a 360-degree view of patients, thus making it easier for the agents to deal with patients. It automates the manual jobs of issuing tickets, prioritizing the patients based on their urgency, and sending them to the right practitioners.

Hospitals can also leverage the on-the-go content optimization facility of HubSpot. It assists you with the creation of optimized content by providing proper ideas, keywords, and live tips for your job.

The landing page builder of HubSpot lets you drag and drop elements to create functional and user-friendly pages quickly. There’s an option for A/B testing as well.


If you are up for a well-integrated CRM software, that serves both marketing and sales, then ConvergeHub is the one for you. Especially for the healthcare industry, this is more of a revenue generator. The software helps to capture the leads wisely, nurture them and convert these into happy customers.

The free onboarding sessions, multiple integrations, and migration services smoothly integrate the existing system and transfer vital information to ConvergeHub. the besst part is ConvergeHub has a minimal setup, though it offers some powerful features and tools to boost growth.

ConvergeHub Features

ConvergeHub has intelligent features that let you segregate potential leads and patients into different lists based on transaction history, demographics, medical conditions, lead scores, and more. Applying custom rules to segregate patient data makes the process hassle-free and fun.

One can leverage email sequences and broadcasts to send personalized and timely updates to every stakeholder regularly. It offers a two-fold benefit, where patients are updated with vital information, customer support agents stay updated about patient billing and more. Some auto-responders automatically send medical reminders, diagnostics, birthday wishes, and appointments to the patients.

Also, you can A/B test each element in the landing page to identify if it would generate high conversion. Measure the success rate and efficacy of your CTAs, headers, and links using this software. The 360-degree customer view gives you a holistic view of the patients, thus enabling you to diagnose and offer various treatment plans effectively and quickly.


The healthcare CRM tool Keap offers multiple benefits to better management of the patients as well as the clinic.

Keap Features

Keap helps you to find leads of potential customers, segment the patients into various lists, and organize them by using tags. The software allows them to send personalized content and medical reminders from time to time. It has a calendar booking feature, which makes booking and scheduling appointments seamless and hassle-free.

Keap also enables easy integrations with a plethora of third-party business applications. Mostly, Keap is known for its excellent patient management capabilities.


Salesforce is a cloud-based CRM software and one of the best healthcare CRM software. It offers tools for all the stages of the customer journey till a potential lead converts for a long-term engagement.

Salesforce Features

The software allows you to trace all the connections across the workforce and patients using contact tracing. It also helps to a great extent in hassle-free lead management- one can track the leads from start to finish across multiple channels. It helps you to make smart decisions and close deals fast.

Salesforce is equipped with mobile healthcare tools, which makes it quite portable. So, you can log into your calls, read reports and track some good leads on the go.


Pipedrive offers a great range of healthcare CRM features and tools. These tools and features are functional elements for any healthcare organization.

Pipedrive Features

Among all the other top CRM software, Pipedrive is the AI-based sales assistant. It helps you to improve the automation process via reports, ideas, notifications, performance graphs, and workflow tips. With Pipedrive, you can send out crucial health broadcasts, design impactful and responsive email templates, launch group emails to different patients with specific ailments, and more.

This AI-based CRM captures all the critical details of your patients throughout various channels and touchpoints. Also, it helps you to find hot leads and offers specific tools to convert them into paying customers.

There is plenty of smart and intelligent healthcare CRM software. But, you need to choose one as per your business needs. Have a look at the respective features of these CRM tools and find out what suits you the best. Remember, CRM software also helps you with effortless branding and marketing when you use it efficiently. It streamlines patient management as well as eases manual administrative tasks.
If you are planning to invest in a CRM tool for your hospital or clinic, do let us know your requirements. Also, drop in your thoughts in the comment box about the usage of CRM tools in the healthcare sector.

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