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Innowise is an international full-cycle software development company founded in 2007. We are a team of 1800+ IT professionals developing software for other professionals worldwide.
About us
Innowise is an international full-cycle software development company founded in 2007. We are a team of 1600+ IT professionals developing software for other professionals worldwide.

Healthcare CRM development: solutions, benefits and features

Take a busy clinic grappling with missed appointments and inefficient communication, and staff often find themselves bogged down with tedious administrative work, leaving little time for patient interaction and care. These issues can lead to disrupted patient care, wasted resources, and lost revenue. However, indeed, there is a cure-all. Customer relationship management or CRM is what can help.

This article dives into the healthcare CRM development process guided by Innowise, showcasing how these systems can make a real difference. Join us to witness this inspiring path.

Our compliance

First, let’s all agree that keeping patient data safe is non-negotiable. That’s why our healthcare CRM solutions come with rock-solid security, smart encryption, and regular check-ups to keep everything locked down. We’re all about transparency and doing things right, so you can count on our systems to not just meet the rules but to actually set the standard.

CRM software in healthcare market stats

10.04%

CAGR is projected at 10.04% for the global healthcare CRM market from 2024 to 2029 Market Data Forecast

$40.02 bn

is projected for the rapidly growing and highly competitive healthcare CRM market by 2033 Precedence Research

58.0%

of the 2023 healthcare CRM market revenue came from North America, representing the largest share Grand View Research

Healthcare CRM software development services we offer

  • Healthcare CRM software customization

We implement and customize healthcare CRM software to fit any business’s specific needs and workflows. This can cover adapting the user interface, integrating with the existing EHR systems, setting features to support unique patient care processes, and more.
  • Healthcare CRM software migration

Our team handles the entire migration process to a new healthcare CRM system, including data extraction, cleansing, importation, and reconfiguring workflows and integrations. We maintain data integrity and get the new system operational with minimal downtime.
  • Healthcare mobile CRM solution development

We can build healthcare mobile CRM solutions to bring all the essential features right to mobile devices, making it easier for healthcare professionals to manage patient information, arrange appointments, and communicate with patients on the go.
  • Healthcare CRM software development

Your healthcare CRM software will be developed through a rigorous process that prioritizes quality, functionality, and user experience — tailored to your organization’s needs, boosting patient engagement, communication, and data management.
  • Healthcare CRM software consulting

Our goal is to help clients boost the value of CRM tools to strengthen patient relationships, streamline operations, and meet their strategic goals. We assess their business needs, recommend the best CRM solutions, and assist with integration and customization.
  • Healthcare CRM software maintenance

Regular maintenance helps keep the system performing well and adjusts to changes in healthcare practices. We handle things like applying patches, managing upgrades, and fixing issues while making sure everything meets the latest regulations.

Boost your practice with Innowise!

We’ll create a healthcare CRM solution that truly works for you.

Discover key features of healthcare CRM software

There are genuinely a lot of benefits to healthcare CRM software, making it challenging to cover them all. So, let’s explore some standout features that can positively impact how you manage patient care.
  • Patient data management system
  • Sales & marketing automation
  • Patient relationship management
  • Document management
  • Task management & collaboration
  • Reporting & analytics
  • Patient portal
  • Integration with EHR systems

Patient data management system

Think of it as a central hub where all patient-related data comes together. Everything is organized in one place, from medical histories and treatment records to test results and appointment schedules. This is how a patient data management system serves, leading to more precise decision-making and a higher standard of care.

Sales & marketing automation

With automated email campaigns offered by sales and marketing automation tools, healthcare providers can send targeted messages to patients, keeping them informed and involved. The lead tracking feature helps identify and nurture potential patients, while customer segmentation allows for tailored communication strategies.

Patient relationship management

CRM systems own a range of features for managing interactions, addressing inquiries, scheduling follow-ups, and personalizing communication. This not only improves health outcomes but also strengthens patient loyalty, creating a more responsive and supportive care environment.

Document management

In healthcare, managing paperwork appropriately is vital for smooth operations and quality patient care. That's where document management capabilities in healthcare CRM systems come into action. These tools help securely store, retrieve, and share medical records, consent forms, insurance claims, and other essential documents.

Task management & collaboration

Delivering perfect patient care is only possible by keeping teams organized and collaborative. With task management and collaboration tools, healthcare teams can effortlessly track who's handling what, synchronize schedules, and communicate instantly while reducing the stress of juggling patient care and administrative work.

Reporting & analytics

Reporting and analytics tools bring a new level of clarity to healthcare operations. They turn data on patient demographics, treatment outcomes, and performance metrics into straightforward, actionable information for more efficient and more responsive care.

Patient portal

What about a secure online platform where patients can view their health information, book appointments, and request prescription refills? It's all about patient portals, designed to allow patients to actively manage their care and simplify administrative tasks for healthcare organizations.

Integration with EHR systems

Connecting with electronic health record systems is vital for a trouble-free transfer of patient data between platforms. This feature keeps patient data from CRM systems in sync with EHRs, making care coordination easier, cutting down on duplicate entries, and maximizing the overall performance.

Patient data management system

Think of it as a central hub where all patient-related data comes together. Everything is organized in one place, from medical histories and treatment records to test results and appointment schedules. This is how a patient data management system serves, leading to more precise decision-making and a higher standard of care.

Sales & marketing automation

With automated email campaigns offered by sales and marketing automation tools, healthcare providers can send targeted messages to patients, keeping them informed and involved. The lead tracking feature helps identify and nurture potential patients, while customer segmentation allows for tailored communication strategies.

Patient relationship management

CRM systems own a range of features for managing interactions, addressing inquiries, scheduling follow-ups, and personalizing communication. This not only improves health outcomes but also strengthens patient loyalty, creating a more responsive and supportive care environment.

Document management

In healthcare, managing paperwork appropriately is vital for smooth operations and quality patient care. That's where document management capabilities in healthcare CRM systems come into action. These tools help securely store, retrieve, and share medical records, consent forms, insurance claims, and other essential documents.

Task management & collaboration

Delivering perfect patient care is only possible by keeping teams organized and collaborative. With task management and collaboration tools, healthcare teams can effortlessly track who's handling what, synchronize schedules, and communicate instantly while reducing the stress of juggling patient care and administrative work.

Reporting & analytics

Reporting and analytics tools bring a new level of clarity to healthcare operations. They turn data on patient demographics, treatment outcomes, and performance metrics into straightforward, actionable information for more efficient and more responsive care.

Patient portal

What about a secure online platform where patients can view their health information, book appointments, and request prescription refills? It's all about patient portals, designed to allow patients to actively manage their care and simplify administrative tasks for healthcare organizations.

Integration with EHR systems

Connecting with electronic health record systems is vital for a trouble-free transfer of patient data between platforms. This feature keeps patient data from CRM systems in sync with EHRs, making care coordination easier, cutting down on duplicate entries, and maximizing the overall performance.

Types of healthcare CRM software

Healthcare CRM software usually falls into two categories: off-the-shelf and custom. Off-the-shelf solutions have ready-made features for general needs, while custom CRMs are designed to fit your practice’s unique requirements. Let’s compare these options to see which one might be the best fit for you.

Off-the-shelf vs. Custom CRM solutions

Paramater Off-the-shelf Custom
Cost Lower initial costs; may have additional licensing and customization fees Higher initial development costs; potentially lower long-term costs due to tailored solutions
Implementation time Faster to implement; involves customization rather than development Longer due to design, development, and testing phases
Flexibility Limited; designed for a broad range of users with constrained customization options High flexibility; tailored to specific needs and workflows
Maintenance Lower; vendor handles updates and support, often included in the license More complex and costly; requires ongoing support from the development team or consultants
Scalability Limited by software design; may require upgrading to more advanced versions Highly scalable if properly designed
Hosting Typically hosted by the CRM vendor or a third-party provider Can be hosted on-premises or in the cloud, depending on the organization's preference and infrastructure
Accessibility Generally provides broad accessibility through web browsers and mobile apps Can be designed with specific accessibility requirements in mind, such as integrating unique interfaces or custom workflows

Innowise partnerships

At Innowise, we’re excited to showcase our partnerships with leading platforms like Microsoft, Salesforce, and Odoo. Our clients gain a variety of benefits from these strategic alliances. With Microsoft, we tap into top-tier cloud computing, AI, and business intelligence tools, boosting productivity and maintaining reliable infrastructure. Our certified partnership with Salesforce means we offer customized CRM solutions that supercharge customer engagement and drive sales success. And with Odoo, we bring versatile ERP software, accelerating everything from accounting and sales to manufacturing and HR.
“CRM systems are a proven winning strategy in healthcare, and our extensive list of satisfied clients attests to their effectiveness. We’re eager to join forces and craft a CRM solution that fits your needs perfectly. From the first step to the big launch, handling everything needed to get your CRM up and running.”

Aleh Yafimau

Delivery Manager at Innowise

Curious how these benefits can work for your business?

Innowise will provide guidance to help you leverage these advantages to the fullest.

Benefits of CRM in the healthcare industry

What about personalized and timely interactions with patients, transparent and more productive workflow, and compliance adherence? This is where the CRM system can assist with.

Streamlined patient outreach

CRM systems simplify patient outreach through automated communication, personalized messages, and targeted campaigns, stimulating engagement and improving follow-up rates.

Easy access to relevant data

CRM includes medical histories, treatment plans, appointment records, and more, giving healthcare professionals instant access to essential details.

Seamless user experiences

By integrating various systems and automating processes, CRM systems minimize friction and keep a simplified interaction experience for healthcare providers.

Attraction of patients

Powerful CRM tools enhance marketing efforts and manage patient relationships, attracting new patients through targeted campaigns and optimized outreach strategies.

Workflow automation

CRM systems automate such processes as scheduling, patient follow-ups, and data entry, leading to reduced administrative burden, timely communication, and greater patient trust.

Faster billing process

As CRM systems easily integrate with financial systems, automating invoicing and managing claims, they accelerate billing, leading to faster and more accurate processes.

Data security

Advanced CRM systems incorporate robust security measures to protect sensitive patient information, including encryption, access controls, and regular audits.

Best CRM software for the healthcare industry

Microsoft Dynamics 365 Healthcare Accelerator

Combining the strengths of Microsoft Azure, Dynamics 365, Microsoft Power Platform, and Microsoft 365, Microsoft Cloud for Healthcare offers advanced analytics and AI-driven insights – all for the sake of delivering more engaging, secure, and connected patient care.

Salesforce Health Cloud

Health Cloud by Salesforce drives features like detailed patient tracking, coordinated care plans, and more. It integrates with EHRs to consolidate patient data and produces advanced analytics for outcome prediction, automated appointment scheduling, and customizable care pathways.

Cerner CRM

Designed to integrate smoothly with Cerner’s EHR and other systems, this tool is all about simplifying how you manage patient interactions, appointments, and communication. What sets Cerner CRM apart is its use of data analytics to deliver actionable insights into patient trends and preferences.

Odoo CRM

Odoo offers its own CRM for healthcare, known for its ability to scale and adapt to every business with ease. And thanks to its integration with other Odoo modules, the entire operation, from billing to inventory, weaves together, supporting a comprehensive approach that allows the focus to remain where it belongs — on the care.

Veeva Vault CRM

What propels the rising popularity of Veeva Vault CRM is deep specialization in the life sciences and pharmaceutical industries, where features and workflows answer this domain’s needs. The CRM units sales, marketing, medical, and service teams through an integrated customer database, supporting field operations for areas like primary care, specialty care, etc.

Healthgrades CRM

The platform fits right in with existing healthcare systems, giving a complete picture of patient interactions and preferences. This smooth integration helps deliver more targeted and efficient care. Healthgrades CRM is designed to be intuitive and adaptable, making it a valuable asset for any healthcare provider.

Contact us to obtain your ideal CRM solution.

From better patient management to optimizing workflows, we’ll handle everything.

CRM software for the healthcare industry: near future

The future of CRM software in the healthcare industry is happening now, with trends like AI, ML, and advanced analytics already shaping the industry.

Currently, integration between IoT and wearables enables streaming of live health data into the CRMs for continuous monitoring and tailored real-world data-based patient engagement. Blockchain keeps patients’ records secure and transparent. Technologies such as VR and AR will further change the face of telemedicine through immersive virtual consultations, medical education, and training.

These developments will continue to intensify and drive transformation in patient care, operational efficiency, and overall healthcare delivery.

Wrapping up

Integrating CRM with these features that are becoming the standard for healthcare will facilitate the smooth operation of your practice while better serving your patients. If you need services in CRM development and adoption, we’re here to provide the support and expertise you need. You shouldn’t have to pass up the opportunity to take your workflow to the next level — let us help you move on with confidence.

FAQs

Adherence to HIPAA compliance means your CRM system needs top-notch security, including robust encryption, strict access controls, and thorough audit trails. Plus, a Business Associate Agreement (BAA) is needed to keep everything in line with HIPAA standards. At Innowise, we develop software solutions that fully comply with HIPAA requirements.
Yes. Our team syncs CRM software with EHR systems, keeping patient data flowing effortlessly between both platforms. Our integration unifies patient records, eliminates duplicate entries, and gives healthcare professionals a complete view of patient history. The result? Better care coordination, more informed decision-making, and more efficient day-to-day operations.
CRM software improves patient engagement with key features: automated and personalized communication, patient portals for accessing health info and scheduling, automated outreach like surveys, and analytics for tailored interactions.
Off-the-shelf solutions are often more budget-friendly initially but may come with extra costs. Custom-built CRMs start with a higher price tag but are tailored to your exact needs. Cloud-based CRMs usually have a subscription model with ongoing fees, while on-premise systems involve a one-time licensing fee plus ongoing maintenance.
As always, it depends significantly on what exactly you need: type of CRM (e.g., off-the-shelf solutions or custom system), scope and complexity (customization, integrations), preparation and planning (data migration, system configuration). As always, we are ready to offer a cost that will be both budget-friendly and enough to cover your needs successfully.
author
Aleh Yafimau Delivery manager

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Aleh Yafimau Delivery manager

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