Blog | BridgeRev

The Best CRM for Healthcare Companies: Why HubSpot Wins Over Salesforce

Written by Kaitlynn Sirotkin | December 17, 2024

Choosing the right CRM for a healthcare company is a critical decision that impacts patient communication, operational efficiency, and compliance with stringent regulations like HIPAA. Both Salesforce and HubSpot are highly regarded CRM solutions, but HubSpot has emerged as a stronger contender in the healthcare space. With its ability to handle patient communication, HIPAA compliance, and support other healthcare-specific needs, HubSpot provides an intuitive, cost-effective, and scalable CRM solution tailored for the unique demands of healthcare organizations.

In this blog post, we’ll dive into why HubSpot is the best CRM choice for healthcare companies, particularly in comparison to Salesforce, focusing on HIPAA compliance, patient communication, and industry-specific functionality.

1. HIPAA Compliance: HubSpot’s Tailored Solutions for Healthcare

Healthcare companies are held to high standards for protecting patient data under regulations like the Health Insurance Portability and Accountability Act (HIPAA). Choosing a CRM that can help manage protected health information (PHI) securely is crucial for avoiding costly violations.

How HubSpot Handles HIPAA Compliance:

  • HIPAA-Compliant Features: HubSpot has recently introduced HIPAA-compliant hosting for healthcare organizations. Through third-party integrations and specialized configurations, HubSpot can now meet the stringent data security and privacy requirements of HIPAA, enabling healthcare companies to store and manage patient data safely.
  • Customizable Security Controls: HubSpot’s customizable user permissions allow healthcare organizations to strictly control who can access sensitive information, ensuring compliance with data privacy laws. It also supports encryption of data both in transit and at rest, further protecting patient data from unauthorized access.
  • Audit Trails and Reporting: HubSpot’s built-in reporting and audit trail capabilities help healthcare organizations track data access and modifications, which are key requirements under HIPAA for demonstrating compliance during audits.

Salesforce’s HIPAA Capabilities:

  • Enterprise-Grade Compliance: Salesforce also offers HIPAA compliance through its Health Cloud product, which is specifically designed for healthcare organizations. However, this often requires complex customization, third-party tools, and higher costs, making it more resource-intensive for smaller healthcare companies.

While both HubSpot and Salesforce can be configured for HIPAA compliance, HubSpot’s simpler setup and more accessible cost structure make it a more attractive choice for healthcare organizations looking for a compliant yet easy-to-use CRM solution.

2. Streamlining Patient Communication with HubSpot

For healthcare companies, effective patient communication is essential for building trust and ensuring the best outcomes. Whether it’s appointment reminders, follow-up messages, or billing notifications, having a CRM that can handle personalized, automated communication is critical.

How HubSpot Enhances Patient Communication:

  • Automated Communication Workflows: HubSpot’s workflow automation allows healthcare providers to automate routine communications, such as appointment reminders, follow-up care instructions, and prescription refills. This ensures patients receive timely messages without requiring manual input from staff.
  • Omnichannel Communication: HubSpot integrates email, live chat, SMS, and even social media messaging into one unified platform. This allows healthcare organizations to communicate with patients through their preferred channels while maintaining a complete record of all interactions.
  • Personalized Messaging: HubSpot’s CRM enables healthcare companies to create personalized communication plans for each patient based on their treatment history and preferences. This helps improve patient satisfaction and ensures that no communication is overlooked.

Salesforce’s Patient Communication:

  • Health Cloud’s Messaging Tools: Salesforce’s Health Cloud offers robust tools for patient communication, but these often require additional configuration and third-party apps for seamless integration across all channels. While powerful, the setup can be more complex and costly than HubSpot’s built-in tools.

HubSpot’s intuitive communication tools make it easier for healthcare providers to automate, personalize, and manage patient interactions, while Salesforce’s approach is better suited for larger organizations with dedicated technical resources



3. CRM Usability and Flexibility for Healthcare Companies

Healthcare professionals often need a CRM that is easy to use, accessible to all team members, and capable of managing a wide range of activities—from patient care to billing to compliance. HubSpot stands out for its ease of use and flexibility, allowing healthcare providers to focus on patient care instead of managing complicated systems.

HubSpot’s User-Friendly Design:

  • Easy Adoption Across Teams: HubSpot’s intuitive interface makes it easy for both administrative and clinical staff to adopt the platform without extensive training. This helps healthcare companies quickly integrate the CRM into their daily operations and improve efficiency across departments.
  • Customizable Dashboards: HubSpot allows healthcare teams to build custom dashboards that provide a clear overview of critical metrics like patient satisfaction, appointment attendance, and outstanding billing issues. This real-time visibility helps healthcare organizations stay on top of operational performance and patient outcomes.
  • Flexible CRM for Growth: HubSpot’s scalable solutions grow with healthcare companies, making it ideal for organizations of all sizes, from small practices to large hospital networks. Its flexible structure supports a variety of use cases, including appointment scheduling, patient follow-ups, and care coordination.

Salesforce’s Usability for Healthcare:

  • Health Cloud Complexity: While Salesforce’s Health Cloud offers comprehensive features for managing patient data and workflows, its complexity can be a barrier for smaller healthcare providers. Custom development is often required to tailor the platform to the specific needs of healthcare organizations, which can lead to longer implementation times and higher costs.

HubSpot offers a simpler, more flexible platform that can be quickly adopted by healthcare organizations without the need for extensive customization or dedicated technical staff, making it ideal for teams looking to improve efficiency and streamline workflows.

4. Supporting Healthcare-Specific Needs with HubSpot

Beyond patient communication and HIPAA compliance, healthcare organizations need a CRM that can support their unique operational challenges—from managing patient relationships to streamlining billing and improving care coordination.

HubSpot’s Support for Healthcare Operations:

  • Custom Properties for Patient Data: HubSpot allows healthcare companies to create custom fields to track specific patient information, such as medical history, insurance details, or treatment progress. This ensures that all critical patient data is stored in one place and can be easily accessed by authorized staff.
  • Integration with Healthcare Systems: HubSpot integrates with popular healthcare software, such as appointment scheduling systems and electronic health records (EHRs), enabling a seamless flow of patient data between platforms. This integration ensures that care teams have all the information they need to provide quality care.
  • Tracking Billing and Payments: HubSpot’s CRM can also be configured to manage billing cycles and payment tracking, helping healthcare companies stay on top of their financial operations while delivering a better patient experience.

Salesforce’s Healthcare-Specific Tools:

  • Advanced Features in Health Cloud: Salesforce’s Health Cloud provides comprehensive features for managing patient data and care coordination, but the complexity of these tools often requires dedicated IT resources to implement and maintain. Smaller healthcare providers may find Salesforce’s approach overly complex for their needs.

HubSpot’s flexibility and ease of integration make it a perfect fit for healthcare companies looking to simplify operations, manage patient data, and improve overall care coordination without the heavy technical overhead required by Salesforce.

Conclusion: Why HubSpot is the Best CRM for Healthcare Companies

While Salesforce offers a powerful CRM with robust healthcare features, its complexity and high costs often make it less ideal for healthcare companies looking for an intuitive, scalable solution. HubSpot, on the other hand, delivers a user-friendly, cost-effective, and HIPAA-compliant CRM that supports patient communication, operational efficiency, and data security—all essential elements for healthcare providers.

With automated workflows, personalized patient communication, and seamless integration with healthcare systems, HubSpot is positioned as the best CRM for healthcare companies seeking a flexible, easy-to-use solution that can grow with their organization.