Best CRM for clinics in 2026 — review and comparison

What only 95sales CRM does

95sales CRM brings together in one product what, based on public information, the other systems in this review offer separately, through add-ons or through partner apps:

• AI review of every call — transcript, booking probability 0–100, a 1–5 score for the front desk, lead temperature, summary and next step, a score for each script step and an alert to the manager. Personal data is masked before AI sees it.
• Ad attribution without a separate tool — the 95sales tracking code remembers which ad brought the visitor (UTM tags, a Google Ads or Meta click), even if they submit the form later, so you see revenue by source, referrer, brand and website.
• Leads from every channel, automatically — website forms, WordPress, Tilda, quizzes, Google Ads lead forms, Meta via Zapier or Make, and a voice AI assistant on your site; duplicates matched by phone.
• A pipeline that revives old leads — a kanban with loss reasons and a first-call questionnaire; when someone from the archive calls again, their record returns to the pipeline.
• Money, not just deals — charges, payments and debts, cash desks, P&L per location, a month-end forecast and break-even point.
• Payroll with doctor commissions — salary + commission + bonus − deductions, PDF payslips.
• Scheduling and treatment courses — by specialist or room with overlap checks; marking a patient "Arrived" creates the charge.
• Beds and care plans — admissions and discharges, and care tasks checked off with one tap on the nurse's phone.
• Clinic groups — regions, P&L for every center and a roll-up of several businesses for the CEO and CFO.
• Data protection — roles and permissions enforced on the server, 2FA, an activity log and AES-256 encryption with a separate key for each customer.
• Live in 1 day — our team migrates your data and sets everything up; monthly billing, no annual contracts, from $99 a month.

How we built this clinic CRM review

This review relies only on public information from vendors' official websites, checked in October 2026. 95sales CRM is our product, so it comes first; every other system is described from its own website, with its strengths and without "out of 10" scores.

Criteria we looked at for every system:

1. System type: practice management / EHR, general-purpose CRM, or a CRM built for clinics.
2. Clinical side: notes or records, scheduling, online booking, telehealth.
3. Sales: lead capture, pipeline, telephony, AI on calls, ad attribution.
4. Money: payments, debts, P&L, payroll, multiple locations.
5. Price and billing model from public pricing pages.
6. Compliance statements the vendor makes (HIPAA, GDPR, UK GDPR, hosting).

If you haven't settled on the type of system, start with CRM vs practice management software. The evaluation method is in how to choose a clinic CRM.

Clinic CRM comparison table

Data comes from vendor websites as of October 2026. Prices change, so check the official pricing page before you buy.

\* Pipedrive's official pricing page didn't load when we checked; prices are from secondary sources.

95sales CRM — best for the "lead → call → visit → payment" path

95sales CRM is a CRM for private clinics, medical centers, rehab centers, care homes and clinic groups. It covers what practice management systems leave to partner apps and what general CRMs make you build yourself: the patient's path from ad click to payment, and the finances of every location.

Leads and ads. Enquiries from your website, quizzes and Google Ads and Meta lead forms land in the CRM automatically, with source and first touch. Ad attribution shows revenue by channel, campaign, brand and website.

Calls and AI. Calls attach to the record by phone number — Binotel and Ringostat are connected out of the box, other phone systems through a generic webhook — and missed calls show up right away. AI reviews every conversation and alerts the manager when a call goes wrong.

Clinic and care. Scheduling by specialist and room, online booking through your website or a booking link, automatic SMS and Viber reminders, treatment courses, a price list per location, beds and care plans.

Money and team. Payments and debts, cash desks, P&L per location, payroll with commissions and analytics — average ticket, LTV, revenue by channel.

Security and access. Server-side roles, amounts hidden from staff who don't need them, 2FA, an activity log, AES-256 encryption of medical data and a separate database per customer. The interface is in English, Ukrainian and Russian; on a phone it works like an app with push notifications.

How much 95sales CRM costs

Every plan includes the full CRM: leads, pipeline, telephony, patients, scheduling, care, payments and debts, finance and P&L, payroll, roles and encryption. Online booking through your website is on Business and Network. There are no limits on users, patients or operations — only on AI. Billed monthly by card, no annual contracts. One-off fees, quoted before work starts: data migration, connecting telephony and your website, custom setup. There is no free plan; the demo is free.

Practice management systems: Cliniko, Jane, Pabau, Medesk

Practice management systems are strongest at the diary, clinical notes and billing. They're the natural partner for a CRM: notes stay there, leads, calls and money move to the CRM.

Cliniko — best for simple, all-inclusive pricing

Cliniko is practice management software used in more than 95 countries. Strengths: every feature included in every plan, unlimited admin users and locations, customizable treatment notes, online bookings, telehealth, a 30-day free trial without a card and free migration help. Prices go from $45 a month for one practitioner to $395 for 26–200; SMS costs 10¢ per message. Cliniko states HIPAA and UK GDPR compliance and stores UK accounts' data in the UK (Cliniko security). Telephony, AI receptionists and marketing tools come from a large directory of partner apps. See Cliniko vs 95sales CRM.

Jane — best for charting, AI Scribe and telehealth

Jane is a Canadian clinic management platform. Strengths: a branded online booking site, charting with a 10,000+ template library, AI Scribe, 1:1 telehealth in every plan, free SMS reminders on Practice and Thrive, insurance billing with Healthcode files in the UK, and strong onboarding. UK prices: Balance £29, Practice £44, Thrive £55 a month, with extra practitioners as licences; there is no free trial (Jane UK pricing). Jane says it helps support HIPAA, PIPEDA and GDPR compliance. See Jane vs 95sales CRM.

Pabau — best all-in-one suite for aesthetic clinics

Pabau is a UK clinic platform that 4,000+ practices use daily. Strengths: the widest feature set in this group — records, ePrescribe, booking, a lead pipeline with marketing sources, email campaigns, loyalty, inventory and POS — plus the Engage Plus add-on with a cloud phone system, WhatsApp and AI agents. Pricing starts at $62 a month for one user and depends on users, location and country (Pabau pricing); data is hosted in London. See Pabau vs 95sales CRM.

Medesk — best for a small practice on a free plan

Medesk is London-based practice management software operating since 2008. Strengths: online booking, templated medical records, SMS and email, telemedicine, inventory, 80+ reports, a free plan for 2 users and a 7-day trial without a card; Pro is $16 a month per 50 appointments. See Medesk vs 95sales CRM.

General-purpose CRMs: HubSpot, Pipedrive, Kommo

General-purpose CRMs are stronger at sales automation and messaging but have no clinical side: you'll build the patient profile, scheduling and courses yourself.

• HubSpot — best for marketing, content and a big ecosystem. Free for 2 users; call transcription and analysis on Sales or Service Hub Professional ($90–100 a seat plus $1,500 onboarding); revenue attribution on Marketing Hub Professional ($800 a month plus $3,000 onboarding). EU data center available. See HubSpot vs 95sales CRM.
• Pipedrive — best for a simple, visual deal pipeline and a large app marketplace. Calls and transcription come from marketplace apps; web forms are in the LeadBooster add-on. No free plan. See Pipedrive alternative.
• Kommo — best for selling through WhatsApp, Instagram and other messaging apps, with AI agents in chats. From $25 a user a month, billed for at least 6 months; ad spend in its ROI reports is entered manually. See Kommo alternative.

Which CRM fits which clinic

A setup that works for many private clinics: practice management software for the diary and clinical notes, plus 95sales CRM for leads, calls and money. The patient's phone number is the link between them.

A note for US practices: HIPAA

Cliniko states it is HIPAA compliant and offers a BAA on request; Jane says it helps support HIPAA compliance; Pabau lists "HIPAA compliant" among its features. 95sales CRM does not claim HIPAA compliance. It is built around GDPR principles — a separate database per customer, AES-256 encryption with a separate key, server-side roles, 2FA, an activity log and masking of names and phone numbers before AI. If your US practice must keep patient health information in a HIPAA-covered system, discuss your setup with us on the demo before choosing. See medical data protection.

What changed in the clinic software market by 2026

Grand View Research estimated the global healthcare CRM market at $14.3 billion in 2021, growing to $30.6 billion by 2030, about 8.4% a year (Grand View Research, 2022). In the EU, 25.8% of companies with 10+ employees used a CRM in 2023 (Eurostat, 2024).

Three trends worth noting:

1. AI everywhere, for different jobs. Jane and Pabau offer AI scribes for notes; Pabau and Cliniko's partners offer AI receptionists; 95sales CRM uses AI to score the calls your team handles. Decide which problem you're solving.
2. Records and sales are splitting. Clinics keep clinical notes in practice management software and leads, calls and money in a CRM.
3. Data location matters. Cliniko, Jane and Pabau all describe where data is hosted; ask every vendor the same question.