- Unified Patient 360 View: Consolidates clinical and non-clinical data into a single, comprehensive patient profile for coordinated care and personalized interactions.
- AI-Driven Care Coordination: Uses Agentforce and AI insights to identify care gaps, trigger next steps, and prioritize high-risk patients.
- Patient Access & Referral Management: Streamlines intake, triage, scheduling, and referral workflows to reduce delays and improve patient flow.
- Automated Self-Service Tools: Enables patients to handle scheduling, benefit verification, and intake through digital, AI-powered channels.
- Personalized Patient Outreach: Supports segmented, omnichannel campaigns to improve acquisition, engagement, and retention.
- Home Health & Remote Monitoring: Optimizes in-home visit scheduling, routing, telehealth, and remote patient monitoring.
- Provider Network Management: Tracks referral patterns and strengthens relationships with internal and external providers.
- Workflow Automation Beyond EHR: Automates manual administrative processes to reduce paperwork and improve team efficiency.
- HIPAA-Ready Platform: Built with healthcare compliance and secure data management capabilities in mind.
Salesforce Healthcare CRM
AI-powered healthcare CRM for coordinated, patient-centered care
Updated April 1, 2026
Salesforce Healthcare CRM Overview
Salesforce Healthcare CRM, powered by Health Cloud and Agentforce, helps providers unify patient data, automate workflows, and coordinate care beyond the EHR. It connects access teams, care coordinators, marketers, and home health staff on one platform.
With AI-driven insights and automation, organizations streamline patient access, personalize outreach, and manage referrals while improving operational efficiency and patient engagement.
Key Features
Pricing
| Plan | Price | Key Features |
|---|---|---|
| Health Cloud Enterprise | $350 USD/User/Month (Billed Annually) | Clinical and Insurance Data Models Integrated Care Management OmniStudio and FlexCards |
| Health Cloud Unlimited | $525 USD/User/Month (Billed Annually) | Everything in Enterprise plus more storage and automation Predictive and Generative AI Premier Success Plan and Full Sandbox |
| Health Cloud Agentforce 1 for Service | $750 USD/User/Month (Billed Annually) | Customer Community Plus Customer Experience Intelligence Tableau Next |
| Health Cloud Agentforce 1 for Sales | $750 USD/User/Month (Billed Annually) | Sales Performance Management External Partner Apps Tableau Next |
Price details: https://www.salesforce.com/healthcare/cloud/pricing/
Pros
Competitor |
Pros |
|---|---|
| Microsoft Cloud for Healthcare | Salesforce Healthcare CRM offers deeper healthcare-specific workflows out of the box, especially for care coordination and patient engagement. Many providers find its AI-driven automation and referral management tools more mature. While pricing is enterprise-level, organizations often say the flexibility and scalability justify the investment for complex health systems. |
| Oracle Health CRM | Compared to Oracle’s ecosystem-heavy setup, Salesforce feels more flexible and customizable for non-EHR workflows like marketing and outreach. Teams can configure dashboards and automations without heavy IT involvement. It also integrates broadly with third-party apps, giving provider organizations more freedom in building their tech stack. |
| Zoho CRM for Healthcare | Salesforce delivers stronger enterprise scalability and advanced AI capabilities. Large hospitals and multi-location networks value the Patient 360 model and complex workflow automation that Zoho may struggle to support at scale. Though more expensive, it handles high data volumes and sophisticated compliance needs better. |
| HubSpot CRM | HubSpot focuses mainly on marketing, while Salesforce Healthcare CRM supports full care coordination, referrals, and home health workflows. Providers benefit from healthcare-specific data models and AI-driven patient prioritization. It’s more complex than HubSpot, but far more aligned with clinical and operational healthcare use cases. |
| Creatio Healthcare CRM | Salesforce stands out with its expansive ecosystem, AppExchange marketplace, and proven scalability across large health systems. Organizations appreciate its advanced analytics and integration options. While Creatio offers no-code tools, Salesforce provides broader enterprise-grade customization and long-term growth flexibility. |
Cons
Competitor |
Cons |
|---|---|
| Microsoft Cloud for Healthcare | Microsoft may integrate more seamlessly for organizations already standardized on Azure and Microsoft 365. Salesforce Healthcare CRM can require additional integration planning in those environments. Licensing structures may also feel more complex, especially for organizations managing multiple Salesforce clouds. |
| Oracle Health CRM | Oracle’s deep EHR integration can be more native within its own ecosystem. Salesforce often depends on connectors and third-party integrations for certain clinical systems. Implementation timelines may stretch longer due to customization, and total cost of ownership can rise with add-ons and consulting services. |
| Zoho CRM for Healthcare | Zoho offers significantly lower pricing and faster deployment for small clinics. Salesforce typically demands higher upfront investment and configuration time. Smaller practices may find the platform too robust for basic patient communication and scheduling needs, making it less cost-effective in simpler environments. |
| HubSpot CRM | HubSpot provides a more intuitive interface and quicker onboarding for non-technical staff. Salesforce can feel overwhelming at first, especially for teams without dedicated admins. Training requirements and customization effort may increase rollout time compared to HubSpot’s lighter CRM structure. |
| Creatio Healthcare CRM | Creatio’s no-code automation tools may allow faster workflow changes without developer support. Salesforce often requires certified admins or partners for advanced configurations. For mid-sized organizations with limited IT resources, this can increase reliance on external consultants and raise ongoing costs. |
Reviews
- G2 Review (Rating: 3.9/5): Salesforce Health Cloud earns praise for keeping “patients profile, health records and treatment plans” in one place, and several reviewers highlight the easy-to-read format with clear colours that reduce eye strain. Teams like tracking personalized care plans on a single platform and embedding other Salesforce features as they scale. Cost comes up repeatedly, with users calling it “a little expensive” but still worth it for managing everything in one system.
- softwarereviews.com Review: One healthcare operations user calls Salesforce Health Cloud a “Powerful Patient Engagement Tool” and gives it a 9/10 likelihood to recommend. Strong patient engagement and the creation of new health record keeping stand out as favorite aspects. The reviewer also describes it as reliable and trustworthy, and sees business engagement options as a compelling reason to consider it.