5 best healthcare CRM software picks for 2023 Delivering effective online care is one of the healthcare industry’s main challenges. Here are the top pharma CRMs for prescribed success. Written by Helena Young Updated on 3 August 2023 Our Research Our team of writers and researchers review CRM software by rating each product against the key features businesses care about: ease of use; value for money; the ability to scale, plus the depth of functionality and advanced options. Written and reviewed by: Helena Young Lead Writer Our independent reviews are funded in part by affiliate commissions, at no extra cost to our readers. Our number one healthcare marketing CRM software is HubSpot. Outstanding customer support and management tools mean it can implement a seamless patient-centric approach.Our second choice is Zendesk for Service. It's a great healthcare-specific CRM that can act as the ultimate database for storing patient information and private medical records. Best CRM for Healthcare Marketing in 2023: HubSpot – best for new healthcare businesses looking to onboard new patientsZendesk Sell – best for pharmacies with a high volume of customer requestsPipedrive – best for labs or clinics needing superpowered GDPR compliancymonday.com – best for practicies with multiple revenue streamsSugar Market – best for health insurance providers But there are few industries more specialist than healthcare. You need to market your practice all while providing sensitive, personalised, and – most importantly – confidential customer service.At Startups, we’ve been researching CRM systems for half a decade. Our latest round of testing revealed that, surprisingly, some of the most popular platforms are completely unsuitable for SMEs based in healthcare.Below, we’ve weighted industry-specific challenges and needs alongside our own user testing, to identify the best healthcare and pharma CRMs for small businesses. Swipe right to see more 0 out of 0 backward forward HubSpot Zendesk for Service Pipedrive monday.com Sugar Market Best for: Patient outreach Best for: Pharmacies Best for: Labs or clinics Best for: Practices with lots of services Best for: Health insurance providers Price per month (billed annually): Free Plan, or from £18 (flat rate) Price per month (billed annually): £39 per user Price per month (billed annually): £14.90 per user Price per month (billed annually): £7 per seat Price per month (billed annually): £800 (flat rate) Price per month (billed monthly): £18 (flat rate) Price per month (billed monthly): £45 per user Price per month (billed monthly): £19.90 per user Price per month (billed monthly): £9 per seat Price per month (billed monthly): n/a Free trial? ✓ Free trial? ✓ Free trial? ✓ Free trial? ✓ Free trial? X Features: Send 2,000 emails per month5 active contact lists for outreachThorough 12-step onboarding processChatbots, campaigns, and webforms Features: 1,000+ apps and integrationsEmail, voice, SMS, and live chat supportTicketing systemOnboarding assistance Features: Unlimited contacts permittedCommunication, ecommerce, and accounting integrationsAllows unlimited custom fields Features: Huge range of CRM board templatesMessage board for dashboard collaborationWidgets available for bespoke metricsUnlimited contacts and dashboards Features: Unlimited email limit10,000 contact limitAPI editorCloud-based software Is it GDPR-compliant? ✓ Is it GDPR-compliant? ✓ (with a third-party extension) Is it GDPR-compliant? ✓ Is it GDPR-compliant? ✓ Is it GDPR-compliant? ✓ Get started: Try HubSpot Get started: Try Zendesk Get started: Try Pipedrive Get started: Try monday.com Get started: Get CRM quotes Read More About CRM This page is part of a larger series on CRM. Read more about the top CRM systems in our full guide: Best CRM Software for Small Businesses This article will cover: HubSpot for Marketing tools Zendesk for Service for Customer Support Pipedrive for Security monday.com for Customisation Sugar Market for Open Source How can a CRM for healthcare marketing change my practice? How do I choose the right CRM for my healthcare practice? How we test CRM systems for UK small businesses Verdict Best CRM for healthcare marketing FAQs HubSpot for marketing toolsBest for patient outreachHubSpot email editor 4.2 out of 5 Usability 3.9 Customisation 2 Functionality 3.5 Pricing 3.7 Help and Support 2 Compare CRM Investment in marketing is usually not a high priority for healthcare providers. Personalisation is also a no-go, as medical data is hard to publicise safely.Luckily, HubSpot is working to drag healthcare marketing into the twenty-first century. The platform has carved a niche for itself as having one of the most powerful advertising toolkits – as we outline in our detailed review of the HubSpot app.Attracting new patients to your practice is easy thanks to HubSpot’s SEO elements. Even on its free plan, you’ll get:Topic suggestions to increase your search engine rankWebformsChatbotsWebsite visitor trackingSocial media integrationSmart automations like list building, workflow automation, and call-to-action (CTA) features also serve to maximise outreach without you needing to stretch resources. This is most helpful for those with smaller teams of less than 10 people. Nick Davies is CEO and co-founder at Dentally, a dental practice management solution. Davies said: “Dentists often have back-to-back appointments, and freeing up their time is critical for ensuring patients can receive the best treatment and care. [HubSpot] can automatically follow up, making sure no prospective is forgotten.” For higher-value leads, you can also craft personalised campaigns using HubSpot’s premier marketing email design editor.And, if you don’t think things are working as planned, you can use HubSpot analytics to analyse traffic and see how you might need to adapt your communications or content.HubSpot pricing Swipe right to see more 0 out of 0 backward forward HubSpot Free HubSpot Marketing Hub (Starter plan) HubSpot Sales Hub (Starter plan) HubSpot Service Hub (Starter plan) Price per month (billed annually) £0 Price per month (billed annually) £18 (flat rate) Price per month (billed annually) £18 (flat rate) Price per month (billed annually) £18 (flat rate) Price per month (billed monthly) £0 Price per month (billed monthly) £18 (flat rate) Price per month (billed monthly) £18 (flat rate) Price per month (billed monthly) £18 (flat rate) Users Unlimited Users Unlimited Users Two free users Users Two free users Trial HubSpot for free for 14 days Try HubSpot for free HubSpot Free is the platform’s most popular plan. For zero charge you’ll get more marketing features than many premium CRMs offer.We recommend HubSpot Marketing as the best option for patient outreach.It costs £17 as a flat rate (billed annually). Generally speaking, it offers all of the no-cost features provided by the free plan, with the added bonus of no HubSpot branding. Zendesk for Service for customer supportBest for pharmaciesZendesk internal messaging app 4.1 out of 5 Ease of use 4 Features 3.5 Integrations 5 Visit Patients require clear and immediate communication with sales representatives whenever issues arise.This is more important in healthcare than in any other industry, as the associated risks can literally be life threatening.The Zendesk for Service package is focussed on customer support, and enables:Customer support ticketsReporting and analytics toolsAI-powered automated answers for customer enquiriesOnboarding guidance for new Zendesk usersZendesk for Service is also exceptional at contact management – the process of recording contacts' details and their interactions with your practice.The platform has a very generous storage limit of 2GB per user. Account managers can stow a patient’s entire history in Zendesk's internal database, and keep in-depth notes about their appointments or purchases.Our testing team of experts was able to import medical records in just 1 minute and 49 seconds, thanks to a unique Zendesk feature called smart lists. You can even use list segmentation to filter data based on set criteria such as age or service use.We think Zendesk’s strong customer service focus, and outstanding contact management tools, mean it is well-matched for those requiring detailed datasets, such as pharmacies.One thing to note is that you’ll need to download the Zendesk GDPR compliance plugin to ensure your data storage is safeguarding sensitive medical information.Zendesk for Service pricing Swipe right to see more 0 out of 0 backward forward Suite Team Suite Growth Suite Professional Price per month (billed annually) £45 per user Price per month (billed annually) £75 per user Price per month (billed annually) £89 per user Users Unlimited Users Unlimited Users Unlimited Try Zendesk for Service free for up to 30 days Try for free Pipedrive for securityBest for labs or clinicsPipedrive dashboard 4.3 out of 5 Pricing 4.1 Customisation 3.1 Features 3.9 Team Infrastructure 3.9 Customer Support 4.2 Scalability 3.2 Try Pipedrive Of the 167 healthcare practices surveyed in HISS’ 2021 Healthcare Cybersecurity Survey, 29 reported a monetary loss as a result of a cyberattack.We gave Pipedrive full marks for security features – the highest result of any other brand we looked at.Even on the lowest-tiered plan, Pipedrive Essential, you’ll get:User permissionsMulti-factor authenticationSecurity emails, triggered by suspicious user behaviourThe Pipedrive app is also fully GDPR compliant. Your data processing contract with the platform means that Pipedrive will only process patient records based on your instructions as the data controller.This boosts your practice’s credibility, and ensures you are protecting privileged medical information.But that’s not the only area that Pipedrive excels in. In our ranking of the top small business CRM systems, we found that Pipedrive is the top CRM for usability.New users will find the platform’s clean interface easy to understand thanks to a tidy visual pipeline and intuitive navigation buttons.Pipedrive pricing Swipe right to see more 0 out of 0 backward forward Pipedrive Essential Pipedrive Advanced Pipedrive Professional Price per month (billed annually) £14.90 per user Price per month (billed annually) £27.90 per user Price per month (billed annually) £49.90 per user Price per month (billed monthly) £21.90 per user Price per month (billed monthly) £32.90 per user Price per month (billed monthly) £59.90 per user Users Unlimited Users Unlimited Users Unlimited Try Pipedrive free for 14 days Try for free We like Pipedrive because it's a scalable platform with lots of payment tiers. That means you can count on Pipedrive as a long-term investment that will grow with your practice – so you won’t need to waste time switching platforms.Read our Pipedrive pricing review for a more detailed breakdown of the platform’s additional perks and hidden fees. monday.com for customisationBest for practices with multiple servicesMonday.com Kanban board view 4.3 out of 5 Ease of use 4.5 Features 4.5 Integrations 4.0 Visit Most healthcare providers have a large number of service offerings, creating a complex system to organise.Finding a CRM software that can streamline your many different ways of working is therefore a great way to improve efficiency in your practice.monday.com is our highest-scoring sales CRM for customisation. You can play with virtually every aspect of your pipeline thanks to monday’s large arsenal of editable tools.These include:Customisable sales pipelineCustom fieldsCustom dashboardsCustom task typesCustom objectsBecause of this, we think monday is just what the doctor ordered for managing multiple departments. For example, if you’re a physiotherapy clinic with a variety of services, from acupuncture to chiropractic.The app’s interface is also very smartly organised. Whatever stage your task is in is colour-coded with an attractive traffic light system, so you can easily spot patients that are in need of a check-in.Still, that’s not to say that users are without help. You’ll be given recommendations for the best templates and guided through the setup process via helpful pop-up notifications.monday.com pricing Swipe right to see more 0 out of 0 backward forward monday.com Free monday.com Basic monday.com Standard monday.com Pro monday.com Enterprise Price Per Month (billed annually) You can typically save by paying for a year or more in advance Free Price Per Month (billed annually) You can typically save by paying for a year or more in advance £7 seat/month Price Per Month (billed annually) You can typically save by paying for a year or more in advance £9 seat/month Price Per Month (billed annually) You can typically save by paying for a year or more in advance £14 seat/month Price Per Month (billed annually) You can typically save by paying for a year or more in advance Contact sales Price Per Month (billed monthly) Paying monthly is usually the more expensive option Free Price Per Month (billed monthly) Paying monthly is usually the more expensive option £9 seat/month Price Per Month (billed monthly) Paying monthly is usually the more expensive option £11 seat/month Price Per Month (billed monthly) Paying monthly is usually the more expensive option £18 seat/month Price Per Month (billed monthly) Paying monthly is usually the more expensive option Contact sales Users The total number of users for this plan level Max 2 Users The total number of users for this plan level Minimum of 3 Users The total number of users for this plan level Unlimited Users The total number of users for this plan level Unlimited Users The total number of users for this plan level Unlimited Can't make your mind up? You can trial monday.com Pro for 14 days completely free of charge. Try it for free monday.com has a unique pricing structure that can be confusing for new users. Our full guide to monday.com pricing will tell you everything you need to know about the platform’s costs. Sugar Market for open sourceBest for health insurance providers 3.5 out of 5 Pricing 1 Customisation 5 Usability 4 Functionality 3.5 Help and Support 3.5 Open Source Software (OSS) is any software that users can modify, edit, or study. It is popular in the healthcare market as it tends to be more robust, secure, and flexible – all key features for more specialist sectors.Sugar Market is one of the most powerful OSS systems because its parent software, SugarCRM, boasts an open application programming interface (API). Put simply, you can use an API to design complicated CRM processes, rather than relying on preset templates.For example, if you wanted to design a system that saved specific figures from a patient’s latest medical report, like blood pressure results, you can do that using Sugar Market.OSS is particularly handy if you’re in a heavily regulated area of healthcare like insurance, as you’ll need to adapt your CRM often. The caveat here is that, naturally, coding knowledge is a must.Sugar Market is also excellent for customer engagement. Patients are increasingly looking for more control and understanding over their medical check ups or treatment. Sugar Market users can utilise:Member surveysMember and provider managementAppointment reminder emailsIntegrations with any business softwareSugar Market pricing Swipe right to see more 0 out of 0 backward forward Sugar Market Price per month (billed annually) £800 (flat rate) Price per month (billed monthly) n/a Users Unlimited Features Unlimited email limit10,000 contact limitAPI editorCloud-based software Storage Unlimited Get started: Get CRM quotes Unsurprisingly, this giant of a marketing platform has a large price tag attached to it of £800 per month (billed annually).If you have the spare capital, then SugarCRM is worth it for a tech-savvy health company in need of endless CRM functions.It’s such a powerful system that you are essentially hiring another member of your team – and it’s definitely cheaper than that. How can a CRM for healthcare marketing change my practice?Keeps track of appointments, notes, records, history Data storage is a fundamental aspect of healthcare administration. CRM for healthcare marketing can store patient documents and appointment histories in a centralised dashboard view. Analytics tools can then be used to guide your firm’s CRM planning.Helps to find new patients through social media Targeting new audiences can be difficult for healthcare providers. The best CRMs in the healthcare industry will integrate with your social media accounts so that from one easy location you’ll be able to publicise your practice, attract new patients, and drive profit.Communicates with patients through email marketingCRM for pharma or healthcare can also be used to send appointment updates and information on special offers using direct email marketing campaigns.Enables virtual care with support toolsHealthcare CRM software tools like the Zendesk Support Suite make it easy to be available across any channel – including phone, chat, email, text and mobile. That way, your patients can reach you whenever and wherever they need you.Protects patient data for ultimate confidentialityThe General Data Protection Regulation (GDPR) is a legal framework for the collection and processing of individuals' personal information.It can be tricky to meet GDPR requirements. An easy shortcut is to first ensure that your CRM software is fully compliant before purchasing. How do I choose the right CRM for my healthcare practice?If you’re a small business healthcare provider, then security and confidentiality are two of the most important considerations for choosing the right healthcare CRM software.There’s also:CustomisationMarketingData management and storageHow do I choose the right marketing CRM for my healthcare practice?If you’re specifically looking for marketing tools, HubSpot is the ideal CRM solution for small business users. Matt Freestone is Account-Based Marketing & CRM Manager at Livi, a digital GP service. Livi uses HubSpot for its customers and partnerships. Freestone says: “HubSpot [is] essential for healthcare marketing. As the volume of contacts is so large, we need ways to communicate with our customers at scale, which we can do via marketing automation using HubSpot Workflows.” How we test CRM systems for UK small businessesAt Startups, it's important to us that the product recommendations we make to small UK businesses are useful, accurate, and based on thorough product testing.We tested 13 CRM systems across seven main categories of investigation and 13 subcategories – all in all, we covered 84 areas of investigation. Next, we gave a ‘relevance weighting' to the final product category scores - this ensures the products' final ratings perfectly reflect the specific needs and requirements of Startups readers.Our main testing categories for CRM systems are:Features: the functionalities and capabilities provided by the CRM software, including contact management, lead and opportunity tracking, and task and activity management.Help and Support: the assistance and resources available to users when they encounter issues or need guidance while using the CRM software.Customisation: the ability to tailor the CRM software to suit the specific needs and processes of the organization, including customising fields, layouts, and workflows.Scalability: the ability of the CRM software to accommodate the growth and changing needs of the organization, such as the capacity to handle a growing customer database.Price: the cost associated with using the CRM software. It includes factors such as licensing fees and subscription plans.Team Structure – Sales CRM: determining if a platform makes it easier to manage large sales teams, including team dashboards and team hierarchies.Usability – Small Business CRM: assessing the simplicity of the interface, the ease of navigating through menus and options, and the overall user experience.The Startups product testing process VerdictHubSpot takes the top spot for healthcare marketing features. As it’s a free tool, SMEs can take advantage of HubSpot as an add-on to their healthcare CRM system.Our top healthcare CRM is Zendesk for Service. Its strong focus on contact management provides the ultimate organisational package. We particularly recommend it for pharmaceutical SMEs that need to store a lot of information, like billing details.Pipedrive is our favourite healthcare CRM for security. Its sophisticated safeguarding tools ensure patient information is fully protected – important for clinical labs or those dealing with confidential test results.monday.com is our best healthcare CRM for customisation. It has an endless list of bespoke tools that makes it easy for users to design patient-centric dashboards. We recommend it for health agencies or those with lots of service offerings to organise.SugarCRM, while costly, is a hugely-powerful open source CRM – great for those based in specialist or regulated areas, like health insurance.At Startups, we know it’s difficult to find the brand that caters for your specific customer strategy – especially when getting it wrong can be just as costly as purchasing nothing.That’s why we’ve designed a free online quote comparison service. In just one minute, you can use to get matched with bespoke deals on the top CRM systems out there. Best CRM for healthcare marketing FAQs What is the best CRM for healthcare marketing? We think the best CRM for healthcare marketing is HubSpot. It’s completely free, and boasts lots of sophisticated marketing and outreach tools. What is healthcare CRM software? Healthcare CRM systems are designed to meet industry-specific priorities, like data storage, as well as meet security and privacy standards for medical records. What is the role of CRM in the hospital industry? Patient-doctor relationships are some of the most specialist in customer service. The right CRM software can help hospitals and trusts attract, retain and engage patients, while maintaining data confidentiality. Want a bespoke healthcare CRM recommendation? Our online comparison tool will pair you with quotes for the best CRM systems based on your business details. Get quotes It's 100% free and takes just one minute. Startups.co.uk is reader-supported. If you make a purchase through the links on our site, we may earn a commission from the retailers of the products we have reviewed. This helps Startups.co.uk to provide free reviews for our readers. It has no additional cost to you, and never affects the editorial independence of our reviews. Share this post facebook twitter linkedin Tags Brand-building Guides News and Features Written by: Helena Young Lead Writer Helena is Lead Writer at Startups. As resident people and premises expert, she's an authority on topics such as business energy, office and coworking spaces, and project management software. With a background in PR and marketing, Helena also manages the Startups 100 Index and is passionate about giving early-stage startups a platform to boost their brands. From interviewing Wetherspoon's boss Tim Martin to spotting data-led working from home trends, her insight has been featured by major trade publications including the ICAEW, and news outlets like the BBC, ITV News, Daily Express, and HuffPost UK.