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Discover the Top Benefits and Features of Our Healthcare CRM

With a customer relationship management (CRM) platform, your healthcare organization gets the tools it needs to organize contact information, attract new patients, and keep those patients around. Nutshell’s easy-to-use CRM helps facilities like yours stay organized, engage and retain patients, and increase efficiency.


Healthcare companies we work with:

How CRM software helps healthcare professionals

A CRM is a software system designed to help businesses and organizations manage their contacts, stay on top of communication, collaborate more effectively, and ultimately drive more revenue.

Businesses in the healthcare industry, like private practices and clinics, use CRMs to organize and store a wide range of data, such as patient demographics, financial data, referral network information, marketing content, and more. What’s more, a CRM helps you automate certain tasks so your team can focus more on the core activities that keep your practice running.

Take a look at some of the key benefits of using a CRM for healthcare facilities:

What features to look for in a CRM for healthcare

Choosing which CRM to implement at your organization or facility is a big decision, requiring consideration and research. While different healthcare organizations have different CRM requirements, there are a few critical CRM features to look for, regardless of the nature or needs of your organization.

Whether you want to increase retention, improve efficiency, boost your marketing efforts, or gain new customers, using Nutshell’s CRM will help you achieve your goals. Nutshell is an all-in-one CRM with built-in marketing tools that help businesses like yours manage your leads and patients.

Discover the most important CRM features for healthcare organizations and how Nutshell can help you accomplish your goals.

Contact management to engage your patients and customers

a screenshot of a lead called Newing Industries Inc. in Nutshell CRM

With potentially hundreds of patients, customers, medical professionals, and other contacts to keep organized, storing all that data can become a chore. Yet managing those relationships—and increasing loyalty among your patients—is crucial for your healthcare organization’s well-being.

The solution? Contact management features in your CRM. Creating a central hub for all your patient and customer knowledge is a great way to keep the most important information top-of-mind so your sales, marketing, and support teams have the right information to address patients’ needs.

And Nutshell provides the contact management tools that can make all the difference when you’re working to attract and retain new patients. Here’s how Nutshell helps healthcare organizations manage their contacts:

  • Easily sync data from across multiple platforms and sources of contact data to create a secure hub for patient and customer information.
  • Log communications with patients and customers and notes about the interactions to keep your entire team in the loop.
  • Give your sales and marketing teams access to your contact information so they can send the right messages at the right time.
  • Keep support representatives informed of patient history and past service tickets, so their interactions can pick up from where your customers left off.

Pipeline management to get—and keep—new patients

Pipeline management

Don’t leave attracting new patients to chance. Being proactive in your outreach helps you discover which strategies are working and adjust your approach to get new people through the doors—and keep them coming back.

Another crucial feature for your CRM for healthcare is pipeline management, which helps you view the status of potential patients, or leads, in your sales pipeline.

With Nutshell’s pipeline management features, you can:

  • Streamline your outreach process and monitor the overall health of your pipeline.
  • Automatically move your leads to the right stage of your sales pipeline when they meet your established goals, like filling out a questionnaire or scheduling an appointment.
  • Give your team guidance on how to best engage with different types of leads so you can turn them into patients.
  • Break down which marketing channels provide the most leads for your organization so you can increase those efforts.
  • Provide patients with an optimized experience every time they engage with your organization, increasing their loyalty and helping drive revenue.

Sales automation that supports your sales process

a screenshot of a demo pipeline for new customers on the Nutshell dashboard

Every organization has administrative tasks that can become tedious and time-consuming. For healthcare companies, these tasks—like billing, collaboration with other healthcare practitioners and partners, and sending out reminders to patients—are still important to deliver excellent customer experiences. Enter sales automation.

Sales automation puts time-consuming tasks on autopilot, like sending your team reminders and launching email drip sequences. Your team gains more time to strengthen patient relationships and excel in other business-critical areas.

With Nutshell’s sales automation, you can lighten the load on your team while putting the focus back on patient engagement. Nutshell lets you customize your sales processes for greater efficiency and effortlessly move leads to the right stage in your pipeline.

Automation can also benefit your organization’s outreach efforts. Our email marketing platform, Nutshell Campaigns, is especially helpful for teams at private practices looking to bring in new patients from the community.

Use Nutshell Campaigns to build and send eye-catching, personalized email marketing campaigns to the targeted marketing audiences you create from your Nutshell contacts, then track engagement and adjust your strategy. Engage with patients through useful content, share short surveys, and let them know about upcoming events and changes. The more your patients and customers engage with your organization, the more likely they are to stay with you—and possibly bring others with them.

Reporting and analytics that helps you measure your success

a screenshot of a sales report on the Nutshell dashboard showing the number of leads per month

Decision-makers at your healthcare facility or organization have a lot on their plates as they work to make your organization better. Gathering data to inform insights and decisions is a game-changer. Look for a CRM that offers advanced reporting capabilities that can help you see into your sales processes, marketing campaigns, and more.

Nutshell’s built-in analytics and reporting help you and your team measure your efforts so you can identify what works and what needs improvement. With our reporting tools, you can:

  • Track how often potential patients actually sign up for your services.
  • Forecast future patient acquisition.
  • Monitor your pipeline volume over time.
  • Download easy-to-understand charts outlining your team’s performance for use in your presentation decks.

We see Nutshell as a “team member” in growing our company.

Dirk E. Global CIF, LLC

Great way to track management with clients. Love that I can BCC and the email from my google account goes right into the right account in Nutshell. Also love that I can set tasks to remind myself to follow up

Holly C

We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.

Daniel H. EOS

Nutshell gives us insights into our business through their reporting, and the CRM is easy fr our sales and onboarding teams to use. I highly recommend them for a growing Saas.

Brian S. Testimonial Tree

Nutshell has helped my staff clear up literally 50% of their time.

Jennifer A. Eclectic Music

Nutshell is simple. It’s as user-friendly as it gets and new sales reps pick it up more quickly than any other CRM we’ve tried.

Chris J. Joffe Emergency Services

Get more from your CRM for healthcare with integrations

Your organization or facility already uses several software tools to accomplish daily tasks. As you look for the best CRM for you, consider whether it integrates with those tools and allows you to sync your important data across platforms.

Here are some of the most valuable types of integrations for healthcare organizations that Nutshell offers:

a graphic showing various logos connected to one for Nutshell

Why use Nutshell for healthcare sales and marketing?

So, what makes Nutshell the best CRM for your healthcare organization?

With the powerful features listed above, an easy-to-use platform, and free live customer support for every plan, Nutshell helps your team hit the ground running to attract more patients and customers for your organization. We also understand your privacy needs, which is why we’ve invested in our platform’s security to give you peace of mind about your data.

Say goodbye to juggling multiple tools for attracting more patients to your practice and start using Nutshell, your all-in-one sales and marketing solution.

G2 review from user in the health, wellness, and fitness industry

Hear what our customers have to say about Nutshell

Don’t just take our word for it. Businesses and organizations that use Nutshell have a lot of good things to say. Read our customer stories to see how Nutshell gives businesses like yours the boost they need to reach their goals!

Read customer stories

Explore our plans

All plans include unlimited CRM contacts, unlimited data storage, and technical support from real human beings.

Billed Annually
Billed Monthly
a logo for Nutshell Foundation with an orange acorn

Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.

$16 per user per month

Included in all plans…

  • Unlimited Data, People, Company & Leads
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Sales and lead reporting
  • Drag-and-drop pipeline board and interactive lead map
  • Embeddable web forms
  • Activity reminders
  • Free onboarding white glove imports
  • Free live support
  • And more
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a Nutshell Pro logo with an orange acorn on a blue background

CRM, sales automation, and advanced reporting to help your team maximize every opportunity.

$42 per user per month

Everything in Foundation, plus…

  • Sales automation
  • Multiple pipelines
  • Personal email sequences
  • Sales quotas and activity quotas
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • Click tracking notifications
  • Up to 5 Teams
  • Unlimited in-app phone dialing and recording
  • Connected form set up
  • And more
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Harness the power of artificial intelligence to improve efficiency, effectiveness and revenue in your CRM.

$52 per user per month

Everything in Pro, plus…

  • 50 AI timeline summarizations per user each month
  • Zoom transcription summarization
  • Click tracking notifications (also in Pro)
  • Connected form set up (also in Pro)
  • Unlimited in-app phone dialing and recording (also in Pro)
  • And more
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No limits. No caps. No breaking the bank. Our tier that gives your team the most firepower without costing a fortune.

$67 per user per month

Everything in Power AI, plus…

  • Unlimited pipelines and custom fields
  • 100 AI timeline summarizations per user each month
  • API support, Audit log, Changelog and read-only SQL access
  • Enterprise SSO, User/Group provisioning & other SCIM provisioning: Microsoft Azure & ADFS, Google Workspace SAML, Okta, Auth0, OneLogin, & PingFederate
  • Multiple currencies
  • Free scheduled phone support
  • Dedicated success strategist (5 user minimum)
  • And more
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When you choose Nutshell as your CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More

Engage, retain, and acquire patients with Nutshell

Empower your team with efficient processes that help them succeed, make patients and customers happy, and close new deals. Nutshell’s powerful features and easy-to-use platform can help you foster loyalty among customers and acquire new patients.

If you want to learn more about how Nutshell can help your practice thrive, contact us today! You can also try Nutshell free for 14 days to see if it’s the CRM for your healthcare organization!

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