Patient CRM

Patient CRM products are designed to manage and improve the relationships between healthcare providers and their patients. These platforms go beyond traditional CRM functionalities by incorporating healthcare-specific features such as appointment scheduling, patient communication tools, treatment plan tracking, and integration with EHRs. Patient CRM systems aim to enhance patient engagement, streamline communication, and facilitate better care coordination by providing a comprehensive view of each patients interactions, preferences, and medical history.

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Welkin Health
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Welkin Health

Company Info
Founded: 2013
Headcount: 11-50
Customers
Verified Customers: 10
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
5 Reviews
Security and Compliance Certifications: HITRUST CSF, SOC 2 Type 2, HIPAA
Welkin Health provides a customizable EHR and care management platform, focusing on automation and coordination of care. It offers features like API-first design, HIPAA-compliant communication tools (including email, phone, video, SMS/MMS, and in-app chat), and secure patient management.
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Tellescope
Claimed

Tellescope

Company Info
Founded: 2020
Headcount: 1-10
Customers
Verified Customers: 9
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
4 Reviews
Security and Compliance Certifications: SOC 2 Type 1, HIPAA
Tellescope serves as a HIPAA-compliant digital health platform, combining CRM capabilities with patient management, including multi-channel communication, care coordination, and progress tracking. It integrates with a variety of healthcare tools and provides additional workflow automation for provider organizations.
Company Info
Founded: 1999
Headcount: 5001-10000
Customers
Verified Customers: 5
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System, Health Plan, Life Sciences
Product Overview
2 Reviews
Security and Compliance Certifications: SOC 2 Type 2, HIPAA
Salesforce Health Cloud is a HIPAA-compliant healthcare CRM platform for patient data, care coordination, and patient engagement through omnichannel support.
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Kustomer

Kustomer

Company Info
Headcount: 51-200
Customers
Verified Customers: 2
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
1 Reviews
Security and Compliance Certifications: SOC 2 Type 2, HIPAA, GDPR, ISO 27001
Kustomer is a HIPAA-compliant CRM Platform for integrating service tickets, customer interactions, and patient data. It supports multiple communication channels and incorporates AI into its workflows. Note: It was at one point no longer HIPAA compliant, but has since re-certified.
Company Info
Founded: 1996
Headcount: 5001-10000
Customers
Verified Customers: 13
Customers Served: Ambulatory Practice, Hospital / Health System, Digital Health Provider
Product Overview
1 Reviews
Security and Compliance Certifications: SOC 2 Type 2, HIPAA, PCI DSS, GDPR
Zoho CRM offers a HIPAA-compliant, customizable solution for managing patient data, with features like automated process enhancement and patient engagement tools.
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Keap

Keap

Company Info
Founded: 2001
Headcount: 201-500
Customers
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, PCI DSS, GDPR
Keap offers CRM and marketing automation software tailored for small businesses, including those in health and wellness, with configuration available to become HIPAA-compliant.
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Phase Zero

Phase Zero

Company Info
Founded: 2020
Headcount: 1-10
Customers
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA
PhaseZero offers a unified, AI-powered platform for healthcare communications, integrating emails, calls, and texts.