Top CRMs for Your Medical Practice

By |12.06.22

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As every medical practice knows, the better the experience a patient has at your clinic, the more business you're likely to receive. This is where a CRM for your medical practice can really shine, helping you achieve excellent customer experiences while keeping your patients' records safe.


Why Does My Practice Need a CRM?

A Customer Relationship Management (CRM) is one of the most critical tools for a medical practice to operate.

CRMs maintain your customer’s data, can help with appointment setting, maintain receipts and track invoices. The best CRMs are those that do all of the above and more, by helping you with marketing your practice, automating your customer experience and giving the client a seamless interaction with your business.

When looking for software to manage your medical practice, there’s a few things to consider. A CRM should include:

  • Security
  • Accessibility
  • Scalability
  • Automation

All of these are important features that not only make it easier for clients to do business with you, but allow you some peace of mind knowing your patient data is safe and is HIPAA compliant.



At the top of the list we have Thryv, an “do-it-all” solution for CRMs in medical practices. Thryv offers a seamless customer experience by placing all of the admin and marketing sides of your business into a single, central place.

Thryv also offers a robust automation system. Your practice can “set and forget” a lot of the mundane admin tasks, such as appointment reminders, normally reserved for front-of-house staff, freeing up their time to focus on your patients.

Lastly, Thryv can manage your payments and invoices so you’re not having to chase them yourself. This includes offering finance solutions for bigger medical procedures, giving your clients even more flexibility in how they do business with you.

What’s Good
  • Integrates with a variety of third-party apps, including QuickBooks, MailChimp, Slack and others
  • HIPAA Compliant
  • One-on-one personalized onboarding
  • Mobile app available for iOS and Android
  • 24/7 live chat and phone support
What’s Not
  • Because of the depth and breadth of what Thryv can do, it can take some getting used to before getting the most out of the system. Luckily, Thryv offers free, 24/7 unlimited support to help you fully optimize this powerful tool.

Pipeline CRM

Pipeline CRM gives you a visual way to track your customer relationships. It allows for custom processes built around how you run your practice.

What’s Good
  • Customized pipelines for patient interactions with your business
  • Integrates with a variety of apps
  • Provides automation on patient communications
  • HIPAA Compliant
  • Free Trial
What’s Not
  • Isn’t specifically built for medical practices, so it uses a lot of marketing jargon.
  • Can seem a little bit too much like a project management system instead of a fully integrated CRM.

Salesforce Health Cloud

Salesforce is an already-renowned Customer Relationship Management system, having a well-established global presence. Based on this system, Salesforce’s Health Cloud solution is an offering targeting medical practices directly.

What’s Good
  • Automation features that help with client communication
  • Allows personalized notes for each patient
  • Lets you create custom pipelines and reports
What’s Not
  • Cost prohibitive for small businesses
  • User interface is overwhelming and not very intuitive
  • Requires a great deal of setup and you will have to upgrade your “success” package to access support.

Influx MD

Influx has four modules that make up its offering. These are CRM, medical lead management, sales and marketing automation and add-ons.

What’s Good
  • Has multi-channel lead intake
  • Allows follow-ups for customer reviews
  • Provides analysis and reporting
What’s Not
  • Add-ons and integrations cost extra
  • HIPAA compliance is extra
  • UI is complex


OperaDDS provides a “paperless solution” to customer relationship management. It allows patients to sign via dedicated digital signatures and works with multiple medical management software.

What’s Good
  • Comparatively cheap pricing
  • HIPAA compliant
  • Provides patient reminders
What’s Not
  • Needs to work with a pre-existing CRM (doesn’t provide full features itself)
  • Not customizable

Monday Sales CRM

Monday provides a more visualised experience to client relationship management. You can customize your workflows and automate communication with patients.

What’s Good
  • Centralizes client data and history
  • Can automate patient reminders
  • Lets you assign work to different staff
What’s Not
  • Not HIPAA compliant
  • Is a generalized system, rather than built specifically for medical practices
  • Sales-focused, rather than experience-focused

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