- Greatest for built-in danger administration: HubSpot
- Greatest for managing safe pipelines: monday CRM
- Greatest for inside and exterior communication: Zoho CRM
- Greatest for constructing safe affected person consumption varieties: ClickUp
- Greatest for bodily and technical safeguards: Insightly
HIPAA-compliant CRM software program is any generalized or market-focused CRM answer 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 usually a requirement for organizations within the healthcare trade that take care of delicate info round sufferers and their healthcare.
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Pipedrive CRM
Workers per Firm Dimension
Micro (0-49), Small (50-249), Medium (250-999), Giant (1,000-4,999), Enterprise (5,000+)
Any Firm Dimension
Any Firm Dimension
Options
Calendar, Collaboration Instruments, Contact Administration, and extra
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Zoho CRM
Workers per Firm Dimension
Micro (0-49), Small (50-249), Medium (250-999), Giant (1,000-4,999), Enterprise (5,000+)
Any Firm Dimension
Any Firm Dimension
Options
Calendar, Collaboration Instruments, Contact Administration, and extra
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HubSpot CRM
Workers per Firm Dimension
Micro (0-49), Small (50-249), Medium (250-999), Giant (1,000-4,999), Enterprise (5,000+)
Micro (0-49 Workers), Small (50-249 Workers), Medium (250-999 Workers), Giant (1,000-4,999 Workers)
Micro, Small, Medium, Giant
Prime 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 might assist a corporation 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 high 5 HIPAA-compliant CRM suggestions examine. Subsequent, I’ll dive deeper into every and their splendid use case.
| HubSpot | |||||
| monday CRM | |||||
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| ClickUp | |||||
| Insightly | |||||
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HubSpot: Greatest for built-in danger administration
HubSpot makes it simple for your corporation to securely retailer private and guarded buyer or affected person info. HubSpot customers can present regulatory assist with built-in safety features like complete audit logging, a devoted safety middle, 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 answer that may give customers management of end-to-end gross sales workflows from streamlining advertising campaigns to ongoing buyer engagement. HubSpot additionally has a preferred free CRM possibility that features entry to AI-powered instruments like e mail mills, reside chat assist, and firm insights.
HubSpot’s knowledge safety is huge, however the HIPAA compliance is simply accessible if you buy and subscribe to the Gross sales Hub Enterprise plan, which may be fairly pricey for small and mid-sized companies. I like to recommend trying out Zoho CRM and Insightly, since their HIPAA compliance is obtainable in additional inexpensive plans.
Head over the complete HubSpot overview for extra info.
HubSpot pricing
- Free CRM: Free for as much as 5 customers with contact administration, quotes, reside chat, and extra.
- Gross sales Hub Starter: $15 per seat monthly, billed yearly, or $20 when billed month-to-month.
- Gross sales Hub Skilled: $90 per seat monthly, billed yearly, or $100 when billed month-to-month and one-time $1,500 onboarding charge.
- Gross sales Hub Enterprise: $150 per seat monthly, with an annual dedication and one-time $3,500 onboarding charge. 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 report all calls straight from HubSpot.
- Safety middle: Run knowledge well being scans that investigate cross-check your CRM’s safety well being with logins, inactivity, and extra.
HubSpot execs and cons
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monday CRM: Greatest for managing safe pipelines
monday CRM has limitless boards and customizable pipelines that may be constructed to prepare knowledge for tasks, purchasers, inside processes, and a lot extra. To make sure these pipelines and boards are correct, safe, and practical, monday CRM merges duplicate knowledge to eradicate overlap. Boards and all their related paperwork may be set to non-public and might solely be considered or edited by customers with permitted entry. Moreover, there are managed permissions round particular integrations, for added safety.
Why I selected monday CRM
monday CRM is a collaborative and operational kind of CRM. This implies it presents a number of options that assist with communication between departments, plus administration and gross sales operations. monday CRM is a customizable CRM answer that permits customers to entry safe data, automate customized messaging, and collaborate with a crew in actual time.
monday CRM is simply HIPAA-compliant if you buy the highest-tier paid plan. If you wish to be compliant with out committing to such a sophisticated subscription, look into Zoho CRM or Insightly.
Learn our detailed overview of monday CRM for extra insights.
monday CRM pricing
- Free model: Fundamental CRM choices solely accessible for college students and nonprofit organizations after submitting an software.
- Fundamental CRM: $12 per consumer, monthly when billed yearly, or $15 when billed month-to-month.
- Commonplace CRM: $17 per consumer, monthly when billed yearly, or $20 when billed month-to-month.
- Professional CRM: $28 per consumer, monthly when billed yearly, or $33 when billed month-to-month.
- Enterprise CRM: Contact monday.com for a quote. This degree of assist presents lead scoring, crew objectives, and superior analytics. That is the one HIPAA-compliant CRM tier provided by monday CRM.
monday CRM options
- Necessary fields: Set required fields on merchandise playing cards that have to be accomplished earlier than altering standing, to take care of constant and correct info.
- Forecasting: View and handle predicted gross sales income metrics that may be adjusted primarily based on filtered components.
- Contact boards: View contacts with customized and limitless boards which might be related to accounts, displaying key info at a look.
monday CRM execs and cons
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Zoho CRM: Greatest for inside and exterior communication
Zoho CRM presents full-featured omnichannel communication that may be utilized internally in addition to straight with sufferers or purchasers. For speaking with sufferers, Zoho CRM customers can entry and check with safe affected person data when chatting via varieties, session requests, e mail, telephone, reside 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 standard gross sales CRM that prioritizes a simplified and minimalist interface. Their UI additionally transfers nicely onto their cellular app. Making a collaborative house is simple with Zoho CRM’s Teamspaces that may be distinctive to match your precise wants. Since HIPAA compliance begins on the Commonplace tier, that makes Zoho CRM probably the most cost-effective possibility on this record.
Zoho CRM is a extremely scalable CRM answer, nevertheless it would possibly take time to essentially arrange and implement since its customization choices are so huge. In the event you’re after a CRM that may be HIPAA-compliant even within the decrease premium plans and may be arrange rapidly, I counsel Insightly.
? Head over to our full Zoho CRM overview to study extra.
Zoho CRM pricing
- Free CRM: Free for as much as three customers and comes with lead and doc administration and a cellular app.
- Commonplace: $14 per consumer monthly, billed yearly, or $20 per consumer when billed month-to-month. Contains HIPAA compliance.
- Skilled: $23 per consumer monthly, billed yearly, or $35 per consumer when billed month-to-month. Contains HIPAA compliance.
- Enterprise: $40 per consumer monthly, billed yearly, or $50 per consumer when billed month-to-month. Contains HIPAA compliance.
- Final: $52 per consumer monthly, billed yearly, or $65 per consumer when billed month-to-month. Contains HIPAA compliance.
Zoho CRM options
- Constructed-in analytics: Calculate fast ROI, forecasted income, and exercise snapshots.
- AI assistant: Generate emails and strategies on the next-best motion to interact with clients on the proper time.
- Audit logs: Observe each time somebody makes an attempt to entry digital protected well being info (ePHI) and report precisely what’s carried out with that knowledge.
Zoho CRM execs and cons
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ClickUp: Greatest for constructing safe affected person consumption varieties
ClickUp customers can construct and customise varieties which might be simple for purchasers or sufferers to finish and connect with trackable duties for fast motion. These varieties may be for brand spanking new sufferers, after-care surveys, suggestions, IT consumption, and a lot extra. Seize type responses and immediately route work to the proper crew on the proper time. With the assistance of templates, this could simplify the consumption processes with conditional logic that updates the CRM primarily based on response with related and safe data.
Why I selected ClickUp
ClickUp is a robust CRM answer 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 simple for any consumer to not solely view essential knowledge and communication, but in addition understand it.
ClickUp is nice for data, useful resource and challenge administration. However, when you’re after a CRM to assist with extra superior lead era and advertising efforts, I like to recommend HubSpot or Zoho CRM.
Try our ClickUp overview for extra particulars.
ClickUp pricing
- Ceaselessly Free: Free for limitless customers, permitting as much as 100MB of storage, collaborative docs, real-time chat, and extra.
- Limitless: $7 per consumer, monthly when billed yearly or $10 when billed month-to-month.
- Enterprise: $12 per consumer, monthly when billed yearly or $19 when billed month-to-month.
- Enterprise: Contact ClickUp straight 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 plenty of templates that may be personalized to drag in safe affected person info.
ClickUp execs and cons
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Insightly: Greatest for bodily and technical safeguards
Insightly presents steady 24-7 service via their platform infrastructure. Along with being absolutely compliant with HIPAA, MSA, DPA, and GDPR, Insightly additionally has quite a lot of bodily and technical safeguards for much more safety. Bodily safeguards embrace facility entry and management and workstation and gadget safety. Extra technical safeguards embrace entry and audit management, integrity, transmission safety, and knowledge encryption.
Why I selected Insightly
Insightly’s CRM, advertising, and repair merchandise are all cloud-based options which might be simple to customise. Its AppConnect integration capabilities additionally make it fast to sync with purposes you have already got. Throughout the CRM device, customers can create and observe gross sales pipeline after which customise objects, fields, challenge administration levels, and extra. Its performance may be tailored into plenty 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. In the event you’re after a scalable CRM answer, I counsel trying out Zoho CRM or HubSpot as a substitute.
Need to know extra? Learn my Insightly overview.
Insightly pricing
- Free CRM: Free for as much as two customers and a couple of,500 data.
- Plus: $29 per consumer monthly, billed yearly. HIPAA compliance included.
- Skilled: $49 per consumer monthly, billed yearly. HIPAA compliance included.
- Enterprise: $99 per consumer monthly, billed yearly. HIPAA compliance included.
Insightly options
- Electronic 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 execs and cons
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How do I select the very best HIPAA-compliant CRM software program for my enterprise?
In the event 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 gentle to assist slim down potential suppliers, I nonetheless suggest researching choices to know their most splendid use case to study if it will probably present actual options for your corporation.
Right here’s inquiries to ask when selecting a CRM answer:
- Does this CRM device combine with my current tech stack, equivalent to Outlook for e mail?
- Does this CRM device supply the advertising 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 device?
- Can the CRM software program scale as much as adapt to my rising enterprise?
- Does this CRM device have any in-market specialization in my trade?
Methodology
I first confirmed every CRM supplier on this record presents 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, consumer suggestions, and boards to determine a novel splendid use case..
Right here’s the breakdown of my precise scoring standards:
- Price: 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 assist: Weighted 10% of the whole rating.