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Best CRM for Healthcare

Better inform your team to effectively engage and manage patients

Connect your systems and teams in one holistic workplace with HIPAA-compliant CRM software.

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#1 User-Rated

Tap into the power of the #1 user-rated CRM platform in the life sciences and healthcare industry.

Hassle-free HIPAA

Maximize efficiency with a native HIPAA-compliant CRM industry, without the need for third-party vendors (BAA Included).

Clear Visibility

Bring your data, channels, and tools together with seamless integrations to FreeAgent’s software solution.

FreeAgent powers Healthcare

Hassle-free HIPAA compliance for organizations in the fields of life sciences, research, testing & regulation, consulting services, pharmaceuticals, health insurers, non-profits, medical devices, + more.

Engage, secure, and retain patients

Effectively communicate and market to patients; stay top of mind for all their healthcare needs.

Maximize your physician's referral network

Boost referrals by 25% through automated sequences based on triggers such as referral rates, status, engagement, and more.

Improve department and team collaboration

Streamline cross-department communication, foster collaboration, and help your team stay on task.


The #1 hassle-free HIPAA compliant CRM for Healthcare

Maximize efficiency with a native HIPAA-compliant CRM system, without the need for third-party vendors.

Who can benefit from using FreeAgent?


Health Insurers

Medical Devices

Life Sciences


FreeAgent + Healthcare Customer Stories

Frequently Asked Questions

Here are answers to some common questions about FreeAgent. If you don’t see an answer to your question here, we invite you to request a demo.

Our CRM experts are standing by to provide advice.

What is FreeAgent and how is it HIPAA-compliant?

Across the healthcare industry, FreeAgent delivers a HIPAA-compliant CRM (customer relationship management software) that meets the standards set by HIPAA (Health Insurance Portability and Accountability Act) for the handling and protection of PHI (Personal Health Information)...

It is specifically designed to meet the requirements of clinics, life sciences, biotech, pharmaceutical and healthcare organizations that deal with PHI. FreeAgent’s healthcare CRM software helps clients manage and track data for enhanced practice management and lead management that is always HIPAA compliant (BAA Included).

How does FreeAgent empower business success?

FreeAgent helps clinics automate reminders through SMS and email, improving attendance rates and preparation. The CRM offers an auto-prioritized task list, enhancing the efficiency of patient follow-ups and referrals while maintaining high-quality care...

Real-time reporting provides insights into clinic operations, including patient attendance, wait times, satisfaction, and revenue. FreeAgent streamlines clinic processes, from appointment booking to record management, increasing overall productivity.

FreeAgent delivers real-time monitoring and fosters patient engagement for long-term success, simplifying clinic management, enhancing efficiency, and improving patient care to save time on manual work, help patients better, and grow revenue and reputation.

What features does the FreeAgent CRM platform deliver?

FreeAgent helps you sell better and faster, across all of your sales channels. Scale communications without losing your personal touch...

Schedule meetings faster and manage them easier. Tracking team meetings can be the best leading indicator on hitting goals.

Enjoy a fresh take on task management with all of your CRM context connected to each task to 10x sales and project efficiency. With FreeAgent, reps always know their next steps – and it’s easy to auto-assign tasks based on triggers like new leads, email opens, or status changes.

FreeAgent has robust built-in reporting. Automatically measure what matters, and never again scramble to spin up management reports. Understand performance and gain insights at a glance.

Change the trajectory of your entire business by automating your sales process. Eliminate repetitive work, run your best plays every time, and scale.

With hassle-free marketing automation and workflow automation, FreeAgent simplifies customer nurturing and retention. It empowers the management of long-term relationships with multiple stakeholders while delivering the ability to easily customize unique processes (without code!).

Clinical organizations often find FreeAgent’s document management particularly useful, as well as its seamless integrations with software such as Twilio, which enables SMS capabilities and more.

Of course, the best HIPAA-compliant CRMs, such as FreeAgent, also include features that ensure the security and privacy of PHI. This includes encryption, access controls, audit trails, and secure data storage.

Is it difficult to implement FreeAgent?

No. Most teams are up and running and getting value from FreeAgent within the first two weeks...

While FreeAgent is designed with the ease of the user in mind, we offer 30-day onboarding if you want assistance.

A dedicated onboarding specialist will contact you and be available to answer any questions via email and weekly meetings during the onboarding process. They will help you with setup and training. And we’ll always be there for you after the onboarding period ends. For more information about onboarding, click here.

We offer support and guidance throughout the implementation process. Our goal is to ensure that healthcare organizations are able to meet HIPAA requirements and use our next-generation CRM’s functionality effectively.

Our team safeguards the experience and enables peak data security, avoiding a data breach. Our process was designed following the principles set by fellow market leaders such as Caspio, NexHealth, and Salesforce Health Cloud.

Why do clinics, healthcare organizations, and life sciences companies need a HIPAA-compliant CRM?

Our clients deal with a broad range of customers and potentially access sensitive health information during the course of a project lifecycle. HIPAA regulations require this information be protected and kept confidential...

A HIPAA-compliant CRM ensures that this information is handled securely and that the organization is in compliance with the law.



Seamlessly connect FreeAgent CRM to all your favorite tools.

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