Top 5 Enterprise CRMs for Healthcare Providers in 2025
CRM
5 MIN READ
June 5, 2025
Healthcare providers today need more than just medical records. They require digital systems that support patient engagement, ensure data security, and drive operational efficiency. Enterprise-grade CRM solutions designed for healthcare can consolidate patient information, improve outreach, support regulatory compliance, and integrate with clinical systems like EHRs. Below, we review five leading healthcare CRM software: Salesforce Health Cloud, Microsoft Dynamics 365 for Healthcare, Oracle Health CRM, Zoho CRM, and HubSpot. A bonus section also highlights Odoo as a flexible ERP system with CRM capabilities suitable for healthcare environments. Let’s begin!
Leading CRMs for the Healthcare Sector
In the section below, we have highlighted the main CRM software for the healthcare industry along with features and main benefits:
Salesforce Health Cloud
Salesforce Health Cloud is a leading CRM built on Salesforce’s platform. It provides a 360-degree view of each patient, consolidating data from medical records, interactions, and care plans into a unified profile. Health Cloud emphasizes patient-centric engagement and care collaboration, and it is HIPAA-compliant with robust security controls to protect sensitive health information. This CRM for healthcare also complements clinical systems by integrating with EHRs to create a seamless flow of patient data.
HIPAA-compliant data management with Salesforce Shield support
Automated care workflows and team collaboration
AI-powered analytics and risk prediction
Microsoft Dynamics 365 (Cloud for Healthcare)
Microsoft Dynamics 365, combined with the Microsoft Cloud for Healthcare offerings, provides a scalable CRM solution for healthcare enterprises. It offers a unified view of patient data through Dataverse and integrates natively with Microsoft’s ecosystem (Azure, Teams, Power BI). Dynamics 365 is a HIPAA-compliant CRM, enabling healthcare organizations to manage patient information and communications securely. The healthcare CRM software focuses on care coordination, data interoperability, and leveraging familiar Microsoft tools for workflow automation and analytics.
Key Features:
Full 360° view of patient data
FHIR-compatible integration with clinical systems
Built-in HIPAA compliance tools
Power Automate for process workflows
Patient portal and Teams integration for care coordination
Advanced reporting through Power BI
Oracle Health CRM
Oracle’s healthcare CRM solution is part of the broader Oracle Health ecosystem (strengthened by Oracle’s acquisition of Cerner). It is an enterprise-grade platform that combines patient relationship management with clinical data systems, aimed at large health systems requiring deep integration and high security. Oracle Health CRM (often implemented alongside Oracle’s EHR and analytics tools) focuses on providing a connected “digital front door” for patients and robust backend analytics, all while maintaining strict compliance with healthcare regulations.
Key Features:
Native integration with Cerner and other Oracle tools
Patient self-service via secure portal
Referral and case management workflows
HIPAA-compliant infrastructure
Population health analytics and operational insights
End-to-end system integration across ERP, billing, and HR
Zoho CRM
Zoho CRM is a flexible cloud CRM platform that can be adapted for healthcare use, particularly attractive for organizations seeking a customizable and cost-effective solution. While not a healthcare-specific product out of the box, Zoho CRM offers the building blocks to manage patient relationships, appointments, and communications. It supports essential features like multi-channel contact management and workflow automation, and provides tools to help meet compliance.
Key Features:
Custom patient records and segmentation
Multi-channel communication (email, SMS, phone)
Calendar-based appointment management
Automation for follow-ups and outreach
Custom dashboards and reports
Configurable HIPAA compliance (with self-hosting and BAA)
HubSpot (Healthcare CRM)
HubSpot is a widely used CRM and inbound marketing platform that has expanded its features to support healthcare clients, especially for patient engagement and practice growth. Traditionally known for marketing automation, HubSpot now provides a unified “Smart CRM” for marketing, sales, and service, and recently introduced features to handle sensitive health data in a HIPAA-compliant way. This makes HubSpot a viable option for healthcare organizations focused on patient acquisition, education, and retention campaigns, while also managing appointments and communications.
Key Features:
Targeted campaigns and content delivery
Online booking and lead capture via forms/chat
Automated reminders, surveys, and feedback loops
Customizable dashboards for performance tracking
HIPAA-compliant sensitive data management (Enterprise tier)
EHR and third-party system integration via APIs
Bonus: Odoo (ERP with CRM Functionality)
Odoo is an open-source ERP platform that includes a CRM module and a suite of business applications. While Odoo is not a dedicated healthcare CRM, its modular nature allows healthcare providers to implement a combination of apps (CRM, Appointment Scheduling, EHR modules from the community, Billing, etc.) to create a tailored solution. For enterprise providers looking for an all-in-one system with high customizability, Odoo can serve as a foundation for managing patient relationships alongside other operational needs.
Key Features:
Consolidated patient profiles through custom modules
Built-in appointment scheduling with reminders
Cross-functional automation from intake to follow-up
Modular reporting for care and financial insights
Integration-ready via API (HL7 via community modules)
Can be configured for HIPAA compliance with secure hosting
Still Confused? Get in Touch.
Conclusion
Choosing the right CRM for healthcare isn’t just about managing contacts—it’s about enabling secure, coordinated, and patient-centric care at scale. Salesforce, Microsoft, and Oracle lead with integrated, healthcare-focused platforms, while Zoho and HubSpot offer more flexibility for outreach and communication. Odoo stands out for its customizability as an ERP-CRM hybrid. Depending on your size, integration needs, and compliance requirements, each solution offers distinct strengths for enterprise healthcare providers.
If you’re considering a custom healthcare CRM solution, Ksolves offers expert CRM development services to build secure, scalable, and fully integrated platforms tailored to your business needs. Contact Ksolves today to explore how our CRM expertise can help transform your healthcare operations.
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