6 Best Healthcare CRM Software for Growing Practices in 2026

Key Takeaways

Pabau: Best all-in-one healthcare CRM and practice management system for growing practices that need clinical tools, automation, and business insights in one platform.

HubSpot for Healthcare: Best for healthcare teams focused primarily on marketing, patient communication, and lead nurturing, rather than clinical workflows.

Salesforce Health Cloud: Best for large healthcare organizations and enterprise systems that need advanced customization, data modeling, and large-scale care coordination.

The best healthcare CRM software for growing practices in 2026 combines patient care, automation, and business intelligence in one platform. 

In this blog, will break down the top Customer Relationship Management solutions so you can choose the right system to scale efficiently, retain patients, and increase revenue.

Pabau: CRM + all-in-one practice management

Pabau is a powerful healthcare CRM system built for practices that want all essential tools in one place. 

It combines patient management, clinical documentation, marketing, automation, and revenue tools into a single, connected platform. 

Unlike basic CRM systems, Pabau connects patient care with practice growth, which will help you cut down on data silos and tedious admin work.

Key features 

Pabau comes with a suite of tools designed to make running your practice smoother and more efficient. 

So, here are some of Pabau’s standout features:

• Comprehensive patient profiles

In Pabau, you can store everything about your patients in one secure place, like their contact info, treatment notes, appointment and medical history.

Having all this at your fingertips makes it easier to offer more personalized patient care and quickly find the patient information you need. 

This way, you improve patient relationships and satisfaction and reduce the risk of errors.

• Automated communication and follow-ups

Pabau lets you send automated SMS and emails for appointment reminders, pre- and post-treatment follow-ups, birthday wishes, or other time-sensitive messages, so you never miss anything important.

This keeps your patients engaged, helps with no-show prevention, and makes it easy to check in after appointments to see how they’re doing—all without adding extra admin work.

• Segmentation and targeted marketing

You can group patients by demographics, treatments, or visit patterns to send campaigns that will target the right people at the right time. 

For example, you could target your VIP clients with exclusive offers, or send a special promotion to patients who haven’t visited in a while to encourage them to book again.

Plus, with automated referral tracking and reputation management features, it’s easier to grow bookings and build a loyal clientele.

Pricing

Where Pabau shines

• All-in-one platform: Pabau brings everything your practice needs into one place, including:
  • CRM 
  • Patient management
  • Leads management
  • Marketing
  • Clinical workflows
  • POS–point of sale system
  • Reputation management—collecting client reviews and feedback
  • Analytics
  • AI-driven automation
    
• Automation-driven growth: From appointment reminders, follow-ups, and consent forms to automated marketing campaigns and promotions, Pabau handles repetitive tasks and client communication without you having to lift a finger.
  
• Clinical depth and compliance: Pabau supports detailed clinical workflows. You can manage treatment plans, prescriptions, and medical records all in one secure and compliant system.

“I chose Pabau because I appreciate the importance of Customer Relationship Management in the 21st century. I believe it is fundamental that me and my staff are able to interact with our clients with innovative tools and Pabau offered me a platform which made that possible with it’s fantastic CRM capabilities.“

Dr Leah Totton

Dr Leah Cosmetic Clinics

Where Pabau falls short

• Learning curve: The broad feature set requires structured, step-by-step onboarding.
• iOS focus: The mobile app is currently optimized primarily for iOS users.
• Setup time: Some highly specialized workflows may require customization, which can take extra time to set up.

Customer reviews

• “Pabau is the most convenient platform to handle everything and score all the results in one place. Their team is awesome and the whole experience and smooth. I really appreciate technical convenience and potential, professionalism from the team and beyond understanding assistants. 10/10, so happy i learned about them and I wish I could implement this system earlier.” – Uliana Romanchuk, Trustpilot

• “10/10 Pabau is a user-friendly and efficient software that makes managing the clinic so much easier. It offers a wide range of great features for scheduling, patient management, and marketing—all in one place. It’s also reasonably priced compared to other systems, making it a great value for what it provides.” – Elsa R., Capterra

Who Pabau is best for

• Med spas and aesthetic clinics: Seeking specialized clinical tools.
• Private GP practices: Looking to streamline patient intake and billing.
• Growing practices: Owners and practice managers who want to manage multiple locations from one dashboard.

Phorest

Phorest is a popular all-in-one management software designed specifically for salons, spas, and wellness businesses.

It brings together appointment scheduling, CRM, POS, marketing, and reporting in a single platform. 

Its biggest strengths are powerful client marketing tools, built-in loyalty features, and a strong focus on the beauty and wellness industry.

Key features

• Secure client records: In Phorest, you can store all client details safely in the cloud, with access controls to keep data protected and compliant.
  
• Digital consultation forms: Phorest provides digital forms that sync directly to customer profiles, including signatures and photos.
  
• Automated communication: You can send automatic confirmations, SMS reminders, rebooking prompts, and aftercare messages.
  
• Integrated marketing suite: Run targeted campaigns using client segmentation and ready-made templates, with results tracked back to sales.

Pricing 

Phorest pricing is not publicly listed and varies based on business size, location, and features needed. Plans are typically subscription-based with a monthly fee and require contacting Phorest for a custom quote.

Where Phorest shines 

• Built for salons and spas: Phorest is tailored specifically to beauty and wellness businesses, with features that match salon workflows.
• Strong marketing tools: Automated campaigns, loyalty programs, reputation management, and more.
• Easy to use: Quick onboarding for small teams.
  

Where Phorest falls short 

• Limited clinical depth: Phorest isn’t ideal for medical or multi-specialty practices that require more comprehensive clinical tools, such as prescription management.
• Limited clinical integrations: While Phorest offers good integrations for standard salon operations, it struggles with the specific, specialized integrations required by businesses in the healthcare industry. 

Customer reviews

• “Phorest is not the cheapest booking system nor the simplest, but if you are looking for a way to better drive your business then in our experience it is second to none. Comprehensive onboarding and ongoing support.” – Fiona Jackson, Trustpilot
  
• “Phorest has been an expensive and stressful experience and I really regret going with them for a year, because of course they lock you into a contract which you cannot cancel, which was not clear upon signing with them.” – Lauren Williams, Trustpilot 

Who is Phorest best for

• Salons and spas: Ideal for beauty, hair, and wellness businesses focused on bookings, loyalty, and client retention.

Nexhealth

NexHealth is a patient experience platform designed for healthcare providers—particularly dental and medical practices. 

It streamlines the patient journey from booking to payment by integrating with EHRs, offering digital forms, automated reminders, online payments, and marketing tools.

All these features help reduce admin work and grow revenue.

Key features

• Online booking and forms: NexHealth lets patients book appointments and complete digital forms that sync with your system.
  
• Automated communication: You can send reminders, confirmations, and follow‑ups via SMS and email communication to keep patients engaged.
  
• Payments and billing: Patients can pay bills online, with status and reminders sent automatically.
  
• Waitlist and recall: Manage cancellation gaps and outreach with waitlist blasts and recall messaging. 

Pricing

NexHealth does not publish standard pricing online—you need to request a demo and custom quote based on your practice size and needs. 

Plans typically include a monthly subscription with varying features depending on which ones you choose. 

Where NexHealth shines 

• Seamless integrations: Works with major practice management platforms.
• Patient experience: Easy online booking and communication.
• Insurance: Automatically verifies insurance before patients arrive.

Where Nexhealth falls short 

• Not a full CRM system: Limited internal patient management features compared to all-in-one systems.
• Technical issues: Some users have reported technical issues, including occasional lag and syncing problems.

Customer reviews

• “Has been very good overall, I would definitely recommend them to other offices who want to save time and money.” –Lori V., Capterra

• “They say setup takes a week – took our solo practitioner office a month and we don’t use all the functionality. They changed how the ipad workflow works and made it more cumbersome, slower, and inaccurate – with no NOTICE.” – James K., Capterra 

Who is NexHealth best for 

• Dental and medical offices that want to automate their front-office operations and digitize the end-to-end patient experience.

Tebra 

Tebra is a medical CRM system built specifically for independent practices. 

It combines billing, appointment scheduling, communications, and patient records with a strong focus on small to medium-sized clinics.

 Tebra aims to cut admin work and help primary care practices grow with automated workflows.

Key features 

• Appointments and reminders: Patients can book online and get automated reminders.
  
• Patient engagement: Digital intake, HIPAA-secure messaging, and two-way communication.
  
• Billing and payments: Tebra has built-in billing tools, insurance eligibility checks, and claims management.
  

Pricing

Tebra doesn’t publish flat pricing online. 

Costs usually depend on practice size, specialty, and feature choices (such as EHR, billing services, or marketing tools), with per-provider monthly fees and optional service charges. You need to request a custom quote to see the exact cost.

Where Tebra shines 

• Comprehensive practice management: Tebra offers robust tools for streamlined appointment scheduling, billing, revenue cycle management, and claims processing.
• AI reputation management: It uses AI Review Replies to automatically generate HIPAA-compliant responses to patient reviews.
• Intuitive interface: Users often praise its “social media-like” dashboard, which requires minimal training for staff to master.

Where Tebra falls short 

• Hidden fees: Many users report unexpected charges for patient data exporting and high cancellation fees.
• No medical aesthetic depth: Doesn’t offer before and after photos or an injection plotting feature like Pabau does. 
• Poor customer service: Many users mention that customer support can be slow or unresponsive when issues come up.

Customer reviews 

• “I use Tebra several hours per day and it is one of the easiest EMRs I have used. It is relatively easy to teach new users the system.” – Karen S., Capterra

• “Absolutely terrible. Customer service is awful. They can’t fix anything and close your case with no resolution. The system can’t really be used with your phone. When they try to improve the system, it becomes progressively worse. I would avoid at all costs.” – James T., Capterra

Who Tebra is best for

• Small healthcare practices that need a unified Electronic Health Record + practice management solution.

Hubspot for Healthcare

HubSpot is a widely used CRM system that can be tailored for healthcare practices seeking robust patient engagement, automation, and practice growth tools. 

It centralizes patient interactions, communication, marketing, and analytics in one place. 

While not healthcare-specific by default, its flexibility, automation, and integrations make it a strong choice for many medical organizations. 

Key features 

• Workflow automation: Everyday admin tasks like updating patient records, managing schedules, and notifying team members can be automated.
  
• Referral management: Practices can easily track referrals, see their status, and keep communication flowing smoothly between referring providers and internal teams.
  
• Pipeline management: You can follow each patient’s journey from first contact to follow-up care.

Pricing

Where HubSpot for Healthcare shines

• Scalable and flexible: Works for small clinics up to larger healthcare organizations, with customizable workflows.
• Personalized patient journeys: Its marketing automation tools allow healthcare teams to create personalized communication sequences for patients based on their specific needs and behaviors.

Where HubSpot for Healthcare falls short 

• Lack of deep clinical functionality: HubSpot is a marketing and CRM system, not a full EHR or practice management system. It doesn’t natively support insurance claims, prescription management, detailed clinical records, or specialized medical workflows without significant customization.
• Integration complexities: HubSpot can integrate with other tools, but connecting it to EHRs or specialized healthcare systems can be challenging.

Customer reviews

• “It’s user friendly and intuitive. The way the information is organised makes sense so it’s easy to pick up.” – Paisley W., Capterra

• “While HubSpot stands out for its ease of use and clean interface, this is only achievable after a long and tedious integration—far from what the salesperson promised. Extracting data with a HubSpot CRM expert proved complicated due to the presence and use of emojis.” – William L., Capterra 

Who HubSpot for Healthcare is best for

• Marketing and service-focused teams: Well-suited for practices prioritizing patient outreach and communication growth.

Salesforce Health Cloud 

Salesforce Health Cloud is a healthcare CRM built on the world’s leading Salesforce platform. 

It gives healthcare providers a unified patient view, care coordination tools, engagement features, and deep workflow automation. 

It’s designed for complex organizations, and it connects patient data, team collaboration, and analytics to help deliver more personalized care and operational efficiency. 

Key features

• Integrated care management: You can build flexible care plans that take things like social factors and guidelines into account, making it easier to spot care gaps and manage patient relationships properly.
  
• Provider and network management: Salesforce helps with provider relationship management, from recruiting and onboarding to referrals, while keeping provider data up to date.
  
• Utilisation management: Prior authorisations, referrals, and reviews are automated, so decisions happen faster, and patients get care sooner.
  
• Data 360 for Health: Everything comes together in one real-time patient profile, including clinical, claims, and behavioural data, so you get the full picture.

Pricing 

Where Salesforce Health Cloud shines 

• Scalable and customizable: Built to scale from large clinics to health systems with tailored workflows.
  
• Unified patient engagement: Strong tools for coordinated care, messaging, and patient portals.
  

Where Salesforce Health Cloud falls short 

• Not a full EHR: Salesforce Health Cloud is built for patient engagement and coordination, not deep clinical documentation. It doesn’t replace full EHR systems like Pabau for intensive charting or complex clinical records.

• High cost: Licensing and add‑ons make it a significant investment, especially for smaller practices.
  
• Steep learning curve: Its depth and flexibility may overwhelm non‑technical users without dedicated support.

Customer reviews 

• “What do you like best about Salesforce Health Cloud? — As always, the Salesforce platforms are very in depth and allow for integration with other vendors and third-party applications. Salesforce support is also optimal. What do you dislike about Salesforce Health Cloud? — Requires too much configuration and customization to make the platform functional and operational.” – Mohammad S., G2

Who Salesforce Health Cloud is best for 

• Large healthcare organizations: Ideal for hospitals and multi‑location clinics needing deep CRM, care coordination, and analytics.

Compare other Pabau alternatives here.

How to choose the best healthcare CRM software 

Picking the right CRM in 2026 can feel overwhelming with so many options out there.

So, to make it easier, we’ve highlighted the key features to focus on so you can find the software that’s right for your practice.

1. Seamless EHR and clinical integration 

A healthcare CRM is only as effective as the data it can access. That means if it doesn’t connect with your EHR, important patient information—like treatment plans, medical history, or ongoing care—can end up siloed, leading to missed opportunities and generic outreach.

By integrating directly with clinical notes and workflows, your CRM ensures marketing, engagement, and care decisions are always informed by accurate, real-time patient data ‌. 

Pabau solves this by combining CRM and EHR in one platform, keeping client records up to date and helping your team deliver personalized, safe, and timely care.

See Pabau in action—request a live demo 

2. Intelligent patient journey automation 

The CRM you choose should guide patients through every step of their care—from booking and sending consent forms and pre-care instructions to automatically charging deposits, sending reminders, follow-ups, and post-care instructions.

Pabau’s automation features make this easy, letting you build custom patient journeys that handle everything from rebooking reminders and post-care follow-ups to charging no-show fees—keeping both your patients and your practice on track.

3. AI-powered administrative support 

With the rise of artificial intelligence, look for a system that can summarize consultation notes, draft patient letters, and write service descriptions. 

Pabau has a robust AI tool—Echo AI—which acts as a digital assistant that will help you slash your daily admin time and manage your practice with ease. 

4. Advanced lead management and reputation management 

For a growing practice, knowing exactly where your patients come from is vital for ROI. 

Your CRM should track leads from initial inquiry through to the final invoice, including referral sources. 

Pabau’s lead management tools give you a clear visual pipeline, so no potential patient ever falls through the cracks. 

Check out all of Pabau’s features here.

Last note on Pabau…

Implementing the healthcare CRM software Pabau can transform how your practice runs. 

It brings everything together in one platform, making it easy for practice managers and practice owners to stay on top of care, marketing, and operations. 

Learn more about what the top 10 essential practice management software features are in 2026.