Healthcare CRM guide:
capabilities, benefits & popular solutions

Healthcare CRM guide: capabilities, benefits & popular solutions

Healthcare CRM system market statistics

expected CAGR of the healthcare CRM market from 2021 to 2027

Mordor Intelligence

estimated size of the global healthcare CRM tools market in 2030

Allied Market Research

of CRM software solutions’ end users are healthcare providers

Grand View Research

Our services

Our services

Our consulting services help healthcare organizations choose, implement, analyze, and optimize their hospital CRM systems to improve patient care, increase the efficiency of their organizations, and drive revenue growth. Our experts work closely with our clients to understand their unique needs and provide the best quality services.

  • Strategic planning
  • The identification of key pain points and challenges
  • Project roadmap development
  • Process design

Backed by our engineering expertise and healthcare domain knowledge, we offer custom medical customer relationship management software development to meet our client’s unique requirements. We will help you deliver a positive patient experience, foster referrals, and maximize patient acquisition on your terms.

  • Patient profiles enriched with data from third-party sources
  • Cross-channel health records availability
  • AI-powered insights into patient behavior
  • Built-in messaging tools
  • Integrated portals for patients and medical professionals

Our data migration services ensure seamless data transfer from legacy systems and other sources, including EHR and EMR, to a new CRM platform. We understand that healthcare organizations handle complex data, so we follow a structured approach to data migration and governance.

  • Data profiling
  • Data mapping
  • Data cleansing and transformation
  • Secure data transfer
  • Data validation

We provide ongoing maintenance, troubleshooting, and enhancement of healthcare CRM systems. Our varied support packages are based on the healthcare organization's needs and budget to help them focus on their core business activities while we take care of the IT ecosystem.

  • System performance monitoring
  • Issue resolution
  • Routine update
  • Custom system upgrade
  • Backups
  • Training sessions

Expand your practice with a CRM for holistic patient management

Book a consultation

Vital features of medical CRM software

Patient data management

Cloud CRM solutions safely store all relevant patient information, including personal data, insurance and billing details, and appointment history. This information can be accessed, edited, and used by medical professionals anytime, anywhere, which creates consistency and accuracy in records, frees patients from filling out forms during each visit, and facilitates communication.

Types of healthcare CRM

Before shopping for the best healthcare CRM solution, healthcare providers should decide which type of system they need in terms of development and deployment model. The key differences between off-the-shelf and custom CRM software lie in the system’s flexibility, implementation timeline, and cost; while the cloud and on-premise systems differ in hosting and maintenance specifics and accessibility.

Off-the-shelf vs custom






Is less flexible and can’t meet specific requirements of a particular organization.

Can be tailored to meet specific needs.

Implementation time



Can be implemented relatively quickly, as it is already built and ready to use.

Requires time for development or assembly and usually takes longer to implement.




Varies depending on the platform, but is usually cheaper than custom built software.

Is usually more expensive than off-the-shelf solutions, unless based on open-source software.

Best healthcare CRM options

The market for healthcare CRM systems is reasonably competitive. Multiple vendors provide health cloud solutions for organizations specializing in healthcare and life sciences, with products from Salesforce, IBM, Pegasystems, Odoo, and Leadsquared being the most popular.

Scheme title: Healthcare CRM market concentration
Data source: — Healthcare CRM market size & share analysis — growth trends & forecasts (2023–2028)

Healthcare CRM marketmarket dominated by 1-5 major playersConsolidatedModerately competitivehighly competitive market without dominant playersFragmented
A Salesforce Partner, Itransition is ready to leverage this highly flexible platform to deliver sought-after CRM healthcare features: all-round health profiles, auto-detection of bottlenecks in care workflows, AI-driven outreach tools, and personalized marketing campaigns. If the platform lacks the modules you want, we will develop and integrate them.
Key differentiators
  • Advanced analytics and reporting features enable healthcare organizations to gain insights into their operations and patient care.
  • Allows healthcare organizations to customize their workflows based on their specific needs.
  • A large ecosystem of third-party apps and integrations enables healthcare organizations to extend the functionality of their CRM platform.
  • Can be relatively expensive compared to other CRM solutions on the market, which makes it a better option for larger healthcare organizations.
  • Complex to set up and use, which can be a challenge for smaller healthcare organizations.
  • Integrating Salesforce Health Cloud with other healthcare systems can require technical expertise.

 $300 per user/month
for an out-of-the-box solution, yet the price varies depending on multiple factors.

Medical CRM integrations

Get a 360-view of all patients’ details and streamline workflows by connecting your CRM to other types of medical software.

Key integrations
EMR/EHR systems
Patient portals
Healthcare ecommerce
Telehealth applications
Hospital management software
Pharmacy management software
Connect, streamline, and easily manage your patient data and related healthcare workflows by tying your CRM for hospital management with the EMR/EHR system.
Enhance patient engagement by giving them access to personal information, appointment details, and specialists’ reviews stored in the CRM via the patient portal.
With a 360 view of your customers, successfully sell your medical products and services, grow your business, and deliver excellent customer experiences.

Enable healthcare professionals to consult, diagnose, and prescribe treatments to patients remotely using various secure communication tools, remote monitoring medical devices, and mHealth apps.

Enhance patient experiences and drive loyalty by facilitating their journey through hospital departments with the help of an integrated medical CRM system.
We help pharmaceutical companies enhance the safety and precision of their operations, reduce waste and boost their profits by automating customer management.

Looking for particular healthcare CRM features?

Request a quote

Key benefits of healthcare CRM software

  • Attracting new patients
  • Enhancing patient loyalty
  • Ensuring security, accuracy and compliance
  • Facilitating internal and outbound communication
  • Improving billing workflows
  • Optimizing resource distribution
Key benefits of healthcare CRM software

Barriers of CRM development for healthcare


How we overcome them


The healthcare industry has had the most expensive data-leak cases in recent years, and CRM systems contain sensitive information which can become an easy target for cybercriminals.


How we overcome them

We use the latest security technology to protect medical CRMs from cyber threats. In particular, we ensure the software’s HIPAA compliance and adherence to other global healthcare standards and data privacy regulations.


Many healthcare providers worry they won’t be able to transfer patient data from CRM to other healthcare software if it is from a different vendor.


How we overcome them

All systems should be compatible and interconnected to create a barrier-free data flow throughout the organization. That’s why we enable our solutions to integrate with third-party systems through APIs or custom connectors.


Some professionals argue that adding a CRM to the healthcare organization’s workflows would take personnel’s time and contribute to burnout.


How we overcome them

Healthcare CRM can reduce the manual workload and routine tasks for medical and administrative personnel. Our solutions have logical and user-friendly UI/UX to create a comfortable working space for your staff.

FAQ for healthcare CRM

Why opt for a healthcare CRM instead of a general-use solution?

I want to develop a custom medical CRM. Where should I start?

Can a healthcare CRM be a full-fledged medical marketing instrument?

How to make sure healthcare CRM brings value?