- Finest for built-in danger administration: HubSpot
- Finest for managing safe pipelines: monday CRM
- Finest for inside and exterior communication: Zoho CRM
- Finest for constructing safe affected person consumption varieties: ClickUp
- Finest for bodily and technical safeguards: Insightly
HIPAA-compliant CRM software program is any generalized or market-focused CRM resolution that meets the required specs of the Well being Insurance coverage Portability and Accountability Act of 1996. HIPAA compliance means the CRM can retailer affected person and consumer knowledge in a central location that meets the set laws for knowledge safety. This compliance is commonly a requirement for organizations within the healthcare trade that cope with delicate info round sufferers and their healthcare.
1
Pipedrive CRM
Staff per Firm Measurement
Micro (0-49), Small (50-249), Medium (250-999), Massive (1,000-4,999), Enterprise (5,000+)
Any Firm Measurement
Any Firm Measurement
Options
Calendar, Collaboration Instruments, Contact Administration, and extra
2
Zoho CRM
Staff per Firm Measurement
Micro (0-49), Small (50-249), Medium (250-999), Massive (1,000-4,999), Enterprise (5,000+)
Any Firm Measurement
Any Firm Measurement
Options
Calendar, Collaboration Instruments, Contact Administration, and extra
3
HubSpot CRM
Staff per Firm Measurement
Micro (0-49), Small (50-249), Medium (250-999), Massive (1,000-4,999), Enterprise (5,000+)
Micro (0-49 Staff), Small (50-249 Staff), Medium (250-999 Staff), Massive (1,000-4,999 Staff)
Micro, Small, Medium, Massive
High HIPAA-compliant CRM software program comparability
CRM software program that’s HIPAA-compliant is essential for companies that function in or round healthcare. Another options that may assist a company in that trade handle affected person info are doc administration, inter-departmental collaboration instruments, and exercise monitoring.
Right here’s a fast snapshot of how my prime 5 HIPAA-compliant CRM suggestions examine. Subsequent, I’ll dive deeper into every and their excellent use case.
| HubSpot | |||||
| monday CRM | |||||
| Zoho CRM | |||||
| ClickUp | |||||
| Insightly | |||||
| *Worth when billed yearly. | |||||
HubSpot: Finest for built-in danger administration
HubSpot makes it straightforward for your enterprise to securely retailer private and guarded buyer or affected person info. HubSpot customers can present regulatory help with built-in safety features like complete audit logging, a devoted safety heart, customized CRM playing cards, and a enterprise affiliate settlement (BAA). The software program’s delicate knowledge capabilities shield confidential buyer knowledge with and act as an additional layer of platform encryption.
Why I selected HubSpot
HubSpot is a number one CRM resolution that can provide customers management of end-to-end gross sales workflows from streamlining advertising and marketing campaigns to ongoing buyer engagement. HubSpot additionally has a preferred free CRM choice that features entry to AI-powered instruments like e-mail mills, dwell chat help, and firm insights.
HubSpot’s knowledge safety is huge, however the HIPAA compliance is barely accessible if you are going to buy and subscribe to the Gross sales Hub Enterprise plan, which might be fairly pricey for small and mid-sized companies. I like to recommend trying out Zoho CRM and Insightly, since their HIPAA compliance is offered in additional inexpensive plans.
Head over the complete HubSpot evaluation for extra info.
HubSpot pricing
- Free CRM: Free for as much as 5 customers with contact administration, quotes, dwell chat, and extra.
- Gross sales Hub Starter: $15 per seat per 30 days, billed yearly, or $20 when billed month-to-month.
- Gross sales Hub Skilled: $90 per seat per 30 days, billed yearly, or $100 when billed month-to-month and one-time $1,500 onboarding payment.
- Gross sales Hub Enterprise: $150 per seat per 30 days, with an annual dedication and one-time $3,500 onboarding payment. That is the one HIPAA-compliant CRM tier provided by HubSpot.
HubSpot options
- Assembly scheduler: Put together for conferences, comply with up, and schedule new conferences
- Name monitoring: Obtain prioritized name lists plus dial and file all calls immediately from HubSpot.
- Safety heart: Run knowledge well being scans that check out your CRM’s safety well being with logins, inactivity, and extra.
HubSpot professionals and cons
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monday CRM: Finest for managing safe pipelines
monday CRM has limitless boards and customizable pipelines that may be constructed to arrange knowledge for initiatives, shoppers, inside processes, and a lot extra. To make sure these pipelines and boards are correct, safe, and purposeful, monday CRM merges duplicate knowledge to eradicate overlap. Boards and all their related paperwork might be set to non-public and may solely be seen or edited by customers with accredited entry. Moreover, there are managed permissions round particular integrations, for added safety.
Why I selected monday CRM
monday CRM is a collaborative and operational sort of CRM. This implies it provides a number of options that assist with communication between departments, plus administration and gross sales operations. monday CRM is a customizable CRM resolution that permits customers to entry safe data, automate customized messaging, and collaborate with a group in actual time.
monday CRM is barely HIPAA-compliant if you are going to buy the highest-tier paid plan. If you wish to be compliant with out committing to such a complicated subscription, look into Zoho CRM or Insightly.
Learn our detailed evaluation of monday CRM for extra insights.
monday CRM pricing
- Free model: Fundamental CRM choices solely accessible for college kids and nonprofit organizations after submitting an software.
- Fundamental CRM: $12 per person, per 30 days when billed yearly, or $15 when billed month-to-month.
- Customary CRM: $17 per person, per 30 days when billed yearly, or $20 when billed month-to-month.
- Professional CRM: $28 per person, per 30 days when billed yearly, or $33 when billed month-to-month.
- Enterprise CRM: Contact monday.com for a quote. This stage of help provides lead scoring, group targets, and superior analytics. That is the one HIPAA-compliant CRM tier provided by monday CRM.
monday CRM options
- Obligatory fields: Set required fields on merchandise playing cards that should be accomplished earlier than altering standing, to keep up constant and correct info.
- Forecasting: View and handle predicted gross sales income metrics that may be adjusted based mostly on filtered elements.
- Contact boards: View contacts with customized and limitless boards which are related to accounts, displaying key info at a look.
monday CRM professionals and cons
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Zoho CRM: Finest for inside and exterior communication
Zoho CRM provides full-featured omnichannel communication that may be utilized internally in addition to immediately with sufferers or shoppers. For speaking with sufferers, Zoho CRM customers can entry and seek advice from safe affected person data when chatting via varieties, session requests, e-mail, cellphone, dwell chat, SMS, and social media. Internally, Zoho CRM customers can assign leads and duties and tag collaborators on challenge particulars.
Why I selected Zoho CRM
Zoho CRM is one other well-liked gross sales CRM that prioritizes a simplified and minimalist interface. Their UI additionally transfers nicely onto their cellular app. Making a collaborative area is simple with Zoho CRM’s Teamspaces that may be distinctive to match your precise wants. Since HIPAA compliance begins on the Customary tier, that makes Zoho CRM essentially the most cost-effective choice on this checklist.
Zoho CRM is a extremely scalable CRM resolution, but it surely would possibly take time to actually arrange and implement since its customization choices are so huge. When you’re after a CRM that may be HIPAA-compliant even within the decrease premium plans and might be arrange rapidly, I counsel Insightly.
? Head over to our full Zoho CRM evaluation to be taught extra.
Zoho CRM pricing
- Free CRM: Free for as much as three customers and comes with lead and doc administration and a cellular app.
- Customary: $14 per person per 30 days, billed yearly, or $20 per person when billed month-to-month. Consists of HIPAA compliance.
- Skilled: $23 per person per 30 days, billed yearly, or $35 per person when billed month-to-month. Consists of HIPAA compliance.
- Enterprise: $40 per person per 30 days, billed yearly, or $50 per person when billed month-to-month. Consists of HIPAA compliance.
- Final: $52 per person per 30 days, billed yearly, or $65 per person when billed month-to-month. Consists of HIPAA compliance.
Zoho CRM options
- Constructed-in analytics: Calculate fast ROI, forecasted income, and exercise snapshots.
- AI assistant: Generate emails and options on the next-best motion to have interaction with clients on the proper time.
- Audit logs: Observe each time somebody makes an attempt to entry digital protected well being info (ePHI) and file precisely what’s completed with that knowledge.
Zoho CRM professionals and cons
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ClickUp: Finest for constructing safe affected person consumption varieties
ClickUp customers can construct and customise varieties which are straightforward for shoppers or sufferers to finish and connect with trackable duties for fast motion. These varieties might be for brand new sufferers, after-care surveys, suggestions, IT consumption, and a lot extra. Seize type responses and immediately route work to the fitting group on the proper time. With the assistance of templates, this may simplify the consumption processes with conditional logic that updates the CRM based mostly on response with related and safe data.
Why I selected ClickUp
ClickUp is a robust CRM resolution that gives an array of options that may cowl challenge administration, collaboration, workflow automations, product growth, and a ton extra. Options like sprints, e-mail administration, and whiteboards make it straightforward for any person to not solely view essential knowledge and communication, but in addition realize it.
ClickUp is nice for data, useful resource and challenge administration. However, in case you’re after a CRM to assist with extra superior lead era and advertising and marketing efforts, I like to recommend HubSpot or Zoho CRM.
Try our ClickUp evaluation for extra particulars.
ClickUp pricing
- Eternally Free: Free for limitless customers, permitting as much as 100MB of storage, collaborative docs, real-time chat, and extra.
- Limitless: $7 per person, per 30 days when billed yearly or $10 when billed month-to-month.
- Enterprise: $12 per person, per 30 days when billed yearly or $19 when billed month-to-month.
- Enterprise: Contact ClickUp immediately for a quote. That is the one HIPAA-compliant CRM tier provided by ClickUp.
ClickUp options
- Doc administration: Create assembly notes, outlines, and publications inside ClickUp that may hyperlink to trackable duties.
- Kanban boards: Visualize healthcare stock and gear with trackable kanban boards.
- Consumption varieties: Use quite a lot of templates that may be personalized to tug in safe affected person info.
ClickUp professionals and cons
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Insightly: Finest for bodily and technical safeguards
Insightly provides steady 24-7 service via their platform infrastructure. Along with being totally compliant with HIPAA, MSA, DPA, and GDPR, Insightly additionally has quite a lot of bodily and technical safeguards for much more safety. Bodily safeguards embody facility entry and management and workstation and system safety. Extra technical safeguards embody entry and audit management, integrity, transmission safety, and knowledge encryption.
Why I selected Insightly
Insightly’s CRM, advertising and marketing, and repair merchandise are all cloud-based options which are straightforward to customise. Its AppConnect integration capabilities additionally make it fast to sync with functions you have already got. Inside the CRM software, customers can create and monitor gross sales pipeline after which customise objects, fields, challenge administration levels, and extra. Its performance might be tailored into quite a lot of particular industries, together with healthcare.
Insightly is best suited to assist small to midsize companies that want easy and safe software program with sturdy integrations. When you’re after a scalable CRM resolution, I counsel trying out Zoho CRM or HubSpot as an alternative.
Need to know extra? Learn my Insightly evaluation.
Insightly pricing
- Free CRM: Free for as much as two customers and a pair of,500 data.
- Plus: $29 per person per 30 days, billed yearly. HIPAA compliance included.
- Skilled: $49 per person per 30 days, billed yearly. HIPAA compliance included.
- Enterprise: $99 per person per 30 days, billed yearly. HIPAA compliance included.
Insightly options
- E-mail administration: Have full visibility over each e-mail interplay with proactive communication.
- Gross sales pipelines: Observe precisely the place clients or sufferers are in your workflow.
- Superior permissions: Enable chosen customers to have particular permissions and entry to knowledge and settings.
Insightly professionals and cons
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How do I select the most effective HIPAA-compliant CRM software program for my enterprise?
When you want HIPAA-compliant CRM software program, there’s realistically little wiggle room—both the supplier has it or doesn’t. Whereas that may be a guiding mild to assist slim down potential suppliers, I nonetheless advocate researching choices to know their most excellent use case to be taught if it might present actual options for your enterprise.
Right here’s inquiries to ask when selecting a CRM resolution:
- Does this CRM software combine with my present tech stack, resembling Outlook for e-mail?
- Does this CRM software supply the advertising and marketing instruments that my enterprise wants?
- Does this CRM supply a free model that comes with all of the options I want?
- Can the core gross sales options provided by this software program streamline my gross sales course of?
- Do we wish an open-source CRM to maximise developer-friendly customizations?
- How fast is the onboarding course of to get began utilizing this software?
- Can the CRM software program scale as much as adapt to my rising enterprise?
- Does this CRM software have any in-market specialization in my trade?
Methodology
I first confirmed every CRM supplier on this checklist provides HIPAA compliance. Then, I used an in-house rubric with outlined standards and subcategories round CRM options and performance. I referenced every CRM software program’s personal on-line assets, person suggestions, and boards to establish a singular excellent use case..
Right here’s the breakdown of my precise scoring standards:
- Value: Weighted 25% of the whole rating.
- Core options: Weighted 25% of the whole rating.
- Customizations: Weighted 15% of the whole rating.
- Integrations: Weighted 15% of the whole rating.
- Ease of use: Weighted 10% of the whole rating.
- Buyer help: Weighted 10% of the whole rating.