7 Best HIPAA-compliant CRM Software in 2026

For healthcare teams that want a CRM that is easy to learn and manage, monday CRM stands out for its highly intuitive interface and visual workflow tools. In my testing, it was one of the simplest HIPAA-capable CRMs to navigate, making it especially well-suited for first-time CRM users or practices that do not want a steep onboarding process.

Its flexibility is another major advantage. monday CRM offers unlimited boards and documents, multiple workflow views, and customizable collaboration tools that help healthcare teams organize patient information more clearly and efficiently. Combined with its HIPAA compliance features and secure data management capabilities, it gives practices a more approachable way to manage patient-related workflows while maintaining healthcare privacy standards.

monday CRM’s intuitive admin dashboard lets users activate or deactivate HIPAA compliance to manage PHI seamlessly. (Source: monday CRM)

• Legal and security requests: Interact and collaborate with your security and legal teams in a centralized place to review and update statuses and contracts.
• Service organization control (SOC) 2 compliance: monday CRM is committed to meeting the most stringent availability, security, and confidentiality standards.
• Two-factor authentication (2FA): Users confirm the access code every time they sign in from a new or unfamiliar device.
• Single sign-on (SSO): This feature includes Okta, OneLogin, Azure AD, and custom security assertion markup language (SAML).
• Administration and controls: This feature includes audit log, session management, panic mode (entire account lock-down when any of the credentials are compromised), private workspaces, and advanced account permissions.
• System for cross-domain identity management (SCIM) provisioning: Automate how you form, preserve, and update user identity and access privileges.
• Other security features: This includes private boards and docs, Internet Protocol (IP) restrictions, integration permissions, content directory, and Google authentication.

*All monday CRM plans have a three-user minimum.
Free trial: 14 days

Zoho CRM works especially well for healthcare practice marketing because it combines patient outreach tools with strong customization and data management capabilities. In my testing, it offered one of the better balances between marketing functionality and HIPAA-related security controls, making it easier for healthcare providers to run campaigns while helping protect sensitive patient information.

The platform also supports encrypted data handling and role-based access controls to help practices manage patient records more securely. Another standout feature is Zoho CRM’s inventory management module, which can help medical, dental, and vision offices track supplies, monitor stock levels, and manage vendor relationships alongside patient and business operations.

Zoho CRM’s campaign analytics dashboard shows email open rate data for accurate marketing performance monitoring. (Source: Zoho CRM)

• HIPAA compliance: ePHI encryption and other security features are available.
• General Data Protection Regulation (GDPR) compliance: Settings for GDPR compliance protect sensitive data of involved parties, like clinical survey respondents.
• Audit logs: This feature registers all user attempts to access ePHI and medical records and tracks modifications and deletions.
• Track data sources: This includes patient data capture and evaluation from web forms, application programming interfaces (APIs), manual creations, and third-party app integrations.
• ePHI encryption: With robust ciphers, Advanced Encryption Standard (AES) and AES-256 encrypt and secure server-stored healthcare data.
• Access ePHI control: Restrict transfer of PHI to other applications via API, other third-party applications, and Zoho products, and export from CRM modules.
• Other security features: This includes default data sharing settings, data sharing rules, custom links, and public read-only access.

Free trial: 15 days

SimplePractice is a strong option for healthcare practice management, focusing heavily on patient scheduling, billing, and day-to-day operations rather than serving as a traditional sales-focused CRM. In my testing, it worked especially well for therapy clinics and smaller healthcare practices that need to manage appointments, client records, documentation, and insurance workflows on a single platform.

The platform also includes specialized healthcare tools that many general CRMs do not offer, including group therapy scheduling and ePrescribe capabilities for medication management. Combined with its HIPAA-compliant workflows and patient management features, SimplePractice gives healthcare providers a more centralized way to manage both administrative and clinical operations.

SimplePractice’s billing features help medical practitioners seamlessly manage billing and invoicing. (Source: SimplePractice)

• HIPAA compliance: SimplePractice earned HITRUST certification for its comprehensive, efficient, and flexible approach to risk management and HIPAA compliance on a global scale.
• Roles-based permissions: SimplePractice has a guided flow for creating, editing, and adding role-based permissions.
• Secure client messaging: Enable the Secure Messaging for a client to easily send them secure messages from the SimplePractice mobile app (the patient can only access the message by logging in to the client portal via a login link).
• Payment card industry (PCI) compliance and management: SimplePractice remains compliant with the PCI standard components, such as storing data securely and annually validating the required security controls for secure payments.

• Starter: $49/month
• Essential: $79/month
• Plus: $99/month

Free trial: 30 days

Zendesk Suite works especially well for AI-powered patient support because it combines customer service tools, automation, and omnichannel messaging in one platform. In my testing, its AI agents and automated support workflows were particularly useful for helping healthcare teams respond to patient inquiries more efficiently while keeping communication organized across channels.

The platform is also a strong fit for group practices and growing healthcare teams managing higher volumes of patient interactions. Features like centralized messaging, ticket management, and conversation tracking make it easier to avoid missed inquiries and deliver more personalized patient experiences across email, chat, and other support channels.

Medical practitioners can set up Zendesk AI agents to facilitate patient interactions and overall client support. (Source: Zendesk)

• HIPAA-enabled feature: Zendesk BAA is available for formal HIPAA compliance execution to protect PHI.
• Advanced compliance: Zendesk provides appropriate security configuration options that subscribers can use to help safeguard PHI; you can enter a BAA with Zendesk.
• Advanced data privacy and protection: This feature includes access log, advanced encryption, advanced data retention policies, advanced redaction, and data masking for an extra layer of protection and privacy.
• User authentication options: This includes native, SSO, and 2FA.
• Secure access options: This includes password complexity, IP restrictions, and session length.
• Other security features: This includes agent device management, host mapping, disaster recovery, and data encryption.

Free trial: 14 days

Caspio stands apart from the other providers on this list because it is not a traditional healthcare CRM but a highly customizable database platform that healthcare businesses can adapt to their exact operational needs. In my testing, it was one of the most flexible options for practices that need custom patient portals, intake systems, scheduling workflows, or internal databases beyond what standard CRMs typically support.

Its Enterprise plan is designed to support HIPAA-compliant environments with stronger control over security and data management. Caspio also supports branded patient experiences and real-time payment integrations, which can help healthcare organizations streamline billing, improve accessibility, and create more customized workflows for both staff and patients.

Caspio’s multiple dashboards can be customized to your healthcare system’s needs and business requirements for quick data access and effective collaboration. (Source: Caspio)

• HIPAA/Compliance Edition: This add-on provides turnkey compliance for healthcare and educational institutions for securely managing PHI.
• Enterprise SSO: Authenticate and authorize users with SSO using Caspio or any other SAML 2.0 identity provider.
• SSO for third-party apps (SAML out): Caspio serves as an SSO identity provider for authenticating users to third-party apps; SAML opt-out or delete all app sessions completely for security.
• Account security governance: Enforce a custom security policy (especially PHI handling) for all Caspio developers.
• User identity management: Identity and access management (IAM) service for authenticating users based on enterprise-grade security standards.

Free trial: 14 days

Insightly CRM combines healthcare-focused security features with practical workflow management tools at a relatively accessible price point. It offers the access controls and operational flexibility healthcare providers need while remaining easier to manage than many enterprise healthcare systems.

Its built-in project and task management tools are especially useful for smaller or newer medical practices managing treatment plans, patient follow-ups, and internal workflows. Another feature I found valuable was its record-linking capability, which helps providers connect related patient and contact records for referral tracking, family relationships, and healthcare benefits coordination.

Insightly CRM captures accurate customer information like lead status for a seamless contact database and pipeline management. (Source: Insightly CRM)

• HIPAA compliance: The level of security is outlined in a formal BAA.
• Field-based permissions: User access management for PHI security.
• Comprehensive audit logging: This feature documents all actions in the CRM for a detailed record of changes, users, etc.
• SAML SSO: Administrators manage user access from one place, and users access applications with a single login.
• SCIM protocol: This feature reduces the complexity and cost of managing users when using several cloud applications.

Free trial: 14 days

Mend works especially well for telehealth and virtual care because it combines patient communication, appointment management, and virtual visit tools in one HIPAA-compliant platform. In my testing, it was one of the more complete solutions for healthcare providers managing remote appointments and ongoing patient engagement.

The platform includes practical telehealth tools such as appointment scheduling, automated reminders, digital consent forms, and e-signature support to streamline virtual care workflows. Mend also centralizes patient data, treatment-related communication, and telehealth interactions in one system, making it easier for healthcare practices to manage virtual care while maintaining HIPAA-aligned security and privacy standards.

Mend offers a telehealth appointment feature for convenient doctor-patient consultation, greatly benefiting older patients and those with disabilities. (Source: Mend)

• HIPAA compliant telemedicine software: Meet compliance based on certifications like SOC 2 Type 2 (examines internal controls and systems), 42 CFR Part 2 (restrictions on the disclosure and use of records of patients with substance use disorder), and HITRUST.
• Secure intake forms: This feature integrates forms into the system and sends them to patients before the appointment via a secure text message link.
• HIPAA-protected messaging: Patients have more control over their medical treatment using the communication method most comfortable for them.
• Attendance Predictor: Artificially intelligent algorithm identifies no-shows and cancellations following HIPAA standards for secure appointment data exchange.

Mend uses custom pricing based on your healthcare organization’s size, telehealth requirements, and the patient engagement tools you select. Its platform includes features such as virtual visits, appointment scheduling, automated reminders, digital intake forms, and patient communication workflows, so pricing varies based on the scope of implementation and required integrations. To get exact pricing for your practice, you’ll need to contact Mend directly for a customized quote.