Is your healthcare business struggling to keep clients satisfied and retain their loyalty? You're not alone. In today's competitive market, providing exceptional customer service is crucial. Unfortunately, traditional communication methods can be clunky and ineffective.

That's where HubSpot comes in. HubSpot is an all-in-one business tool that is designed to revolutionize the way healthcare businesses connect with their clients. With the global healthcare CRM market predicted to reach $37,624 million by 2030, now is the perfect time to invest in this game-changing technology.

HubSpot offers a complete suite of tools that can help you streamline communication, automate tasks, and provide a personalized experience to your patients. From text messages and messaging services to email and lead nurturing, HubSpot CRM has you covered.

Well, it's time to take your healthcare business to the next level with HubSpot. Get ready for a sea change in customer satisfaction and an increase in client retention. Join us as we uncover the endless possibilities on how to use HubSpot for healthcare.

How HubSpot can help Healthcare Industry?

HubSpot Service Hub

Make your Customers delighted by responding to Tickets more quickly using HubSpot Ticket Automation

Your company's lifeblood is excellent customer service. Using HubSpot's support ticket system, you can easily keep track of everything that happens throughout your customer base.

Automate processes, gather context from every customer interaction, and stay organized with tags that help you understand your customer's needs. The HubSpot CRM integrates all your customer data in one central location, making it easy for your entire team to be on the same page.

Visualize your customer service success with custom dashboards that make complex information easy to digest. You can also get a clear understanding of response times, resolution speed, channel volume, and overall customer satisfaction with just a glance.

Besides, you can prioritize your customer's most pressing needs and resolve complaints quickly with HubSpot's ticket routing system.


Create a Collection of Assistance Articles so that Consumers can serve themselves using HubSpot Knowledge Base Tool

Unleash the power of self-service with a knowledge base that's always at your customer's fingertips. With HubSpot, you can create a searchable library of support articles that are custom-tailored to your brand and optimized for search engines.

Say goodbye to repetitive queries and hello to increased productivity. Your support team can now focus on unique issues while your customers find the answers they need quickly and efficiently. With HubSpot's free CRM, you'll never send duplicate information, saving time and avoiding back-and-forth conversations.

Remember, your knowledge base is not just a helpful resource but also a tool for growth. So, use HubSpot's built-in reporting dashboard to track the effectiveness of your articles and make data-driven improvements. Learn from your customer's behavior, search analytics, and feedback to create a comprehensive resource that fills in any gaps in your support material.


Customer Portals by HubSpot empower Clients to take Control of their Service Experience

Customers want to know how their service experience is going and to be able to resolve issues on their own. Your customer portal, linked to your shared inbox, maintains ticket conversations between clients and reps, offers access to your company's knowledge base, and may be tailored to deliver the most remarkable client experience possible. 

Customers use customer portals to communicate with your support and services professionals. Provide your customers a secure spot to track and manage all of their open and closed support tickets or to start a new ticket so they can work through difficulties at their own pace while remaining confident that their concerns are being addressed.

The HubSpot CRM seamlessly integrates with the customer portal, making sure all customer interactions are tracked, and no work is duplicated. When you connect your knowledge base to your portal, your representatives will have more time to provide tailored service.

Use processes and productivity tools like snippets to provide quick resolutions to busy customers.


With HubSpot's customer portal, you can keep your customer service brand consistent. Automatically apply your company's colors, logo, and favicon to the portal, making sure your customers are never left confused about who they are communicating with.


Customize the portal's appearance further with a few clicks by changing the color and font to match your brand's unique personality. 

HubSpot Sales Hub

Streamline your Sales Process with HubSpot Sequence Tool

Bring your sales game to the next level with HubSpot's sequence automation. Say goodbye to lost prospects and hello to seamless follow-up. With a series of automatic sales emails and activities at your fingertips, you'll never let a prospect slip through the cracks.

Get creative with your sales approach by choosing from a variety of email templates and customizing your sales workflow and sequences with personalization tokens.

Enroll up to 50 prospects in a series at the same time and use the power of the HubSpot Sales Hub to add a personal touch to each message and communicate with your prospects in a way that only a human can.

Human email stages allow you to add specific information before the automated process begins, boosting response rates and making your sales emails feel more personal.  


But how do you know what works and what doesn't? Ask your sales team for their input. Consider sending out a survey to solicit feedback or sending test sequences to top salespeople to solicit feedback.

When you're ready to launch your sequences and want salespeople to use them in their outreach, this will also help you acquire buy-in from your sales team.

With HubSpot's dynamic personalization, you can instantly tailor your sales emails based on data in your CRM, maintain track of important information like a prospect's pain points and incorporate it into your emails as a personalization field.

Make it simple for your Sales Team to obtain the Information for assisting Prospects through the Buyer's Journey using Playbooks by HubSpot

Unleash the full potential of your sales team with the power of HubSpot's Playbooks! No more searching through mountains of files and documents to find the right information. Instead, new hires can hit the ground running with immediate access to all the historical information they need to succeed.

With interactive playbooks, they can take notes, get mentorship and coaching, and learn from your best performers. All this information is stored in one central location – the HubSpot CRM – so everyone stays on the same page without having to sift through endless emails and access requests.

Ensure consistent note-taking and information sharing with uniform multiple-choice options. This guarantees that everyone on your team, regardless of experience, follows the same process and uses the same information.

Keep your sales collateral up-to-date and relevant with the reporting dashboard that shows which materials are most frequently used.

The dashboard provides data-driven insights to help you make informed decisions about developing new resources for your team. And, with the ability to update the master copy in real time, you'll never have to worry about outdated files or confusion about the correct version.


Make it easy for your Sales Staff to get the Information they need to help Prospects using HubSpot Document Tool

Simplify your team's document management and save time searching for crucial sales documents. With a centralized, shared sales material library, your entire team will have access to the information they need in one place. Say goodbye to outdated versions, and streamline your sales process.

Make document selection a breeze by including them in your emails directly from a drop-down menu in your Gmail or Outlook inbox. Keep track of your sales material's impact on the sales process and learn which documents are making the biggest impact.


Stay in the loop with real-time notifications when prospects engage with your content. Get notified on your desktop the moment a lead clicks on a link or shares your material with a colleague. With this information, you can follow up in a timely and relevant manner, ensuring a better chance of closing the sale.

Enhance the Security of your Organization using HubSpot Single Sign-On Feature

Imagine a world where your team members can access all of your systems with ease and security. That's the power of Single Sign-On (SSO). With SSO, you can simplify the login process and keep your data safe by providing your team with a single account that they can use across all platforms. No more forgotten passwords, no more security breaches.

HubSpot is here to make it even easier for you to enhance your security with SSO. We support SAML 2.0 SSO providers such as Okta, Microsoft Azure, and OneLogin. This means you can enjoy all the benefits of SSO across CMS Hub, Marketing Hub, Sales Hub, and Service Hub at the Enterprise tier.

SSO providers have built-in security features such as two-factor authentication, strict password expiration, and password length requirements. By forcing your team to log in with SSO when using HubSpot, you can add those extra layers of security to every login.

Goodbye, password reset requests! Hello, increased efficiency! System administrators can easily manage accounts and save time and resources by relying on their SSO provider for security management.

And for those key users who don't have credentials for your SSO provider, no worries. The exclusions functionality in HubSpot ensures they can still do their job.


Businesses can use HubSpot Sales Pipeline Feature to focus on the Right Deals and Start hitting their Quota

Transform your Healthcare deals tracking with HubSpot's Deal Dashboard! Say goodbye to scattered information and hello to organized, customized views. 


Keep track of your deals as they move through the pipeline, and never miss a beat with access to all relevant information, including property data, connected contacts, integrations, and deal activity. Say goodbye to bland, one-size-fits-all sales funnels and say hello to tailored transactions.


With HubSpot, you have the power to create a deal funnel that fits your business's unique needs. In HubSpot CRM, you can customize the dashboard display to meet your individual needs and even store that view for later use.

When you begin a specific deal in HubSpot, you have access to all the information you need, including property data and connected contacts, as well as integrations and deal activity. This allows you to closely monitor each transaction and make modifications as needed without losing sight of them.

You may customize your deal funnel using HubSpot to meet your company's needs. Deal stages may be used to categorize and track your ongoing transactions. Each transaction step is associated with a probability that shows the possibility of the transaction being completed at that time.

The weighted amount displayed on the board view is calculated by multiplying the total amount in each stage by the stage number. Say goodbye to cookie-cutter sales funnels and welcome to customized, trackable transactions. 


Create branded, refined Quotes in Seconds using HubSpot Quote Software

Your prospects value speed and efficiency in the sales process. Why not fulfill and surpass their expectations by sending quotations as soon as requested? Win the day by delivering estimates while your product is fresh in your prospect's mind, resulting in a more seamless sales process overall.

Better for them, better for you! You may also include your logo and change the colors of the phrase to match your branding. Quotes that appear to have taken hours – created in seconds.

To collect money, just insert a payment link into quotations. Simply enable money collection throughout the quotation-generating process. When you provide the quote, your prospect may pay with a credit card or an ACH.

Voila! And gathering signatures is simple. To collect legally binding electronic signatures, assign signers and countersign. Your customer may quickly sign and return the paper without printing, scanning, or faxing.


No more manually entering client data from your CRM into yet another piece of software. There will be no more copy-and-paste mistakes. With a single click, the quotes tool extracts contact and company information from HubSpot to produce a sales quotation.


Spend less time changing software systems and more time selling. Use the quotations tool to generate auto-populated sales quotes exactly where you are. Send a quotation, go on to the next deal, make a call, send an email, and then return to check if your quote was signed – all without missing a beat. 

Prepare Lists based on numerous Parameters for more Tailored Marketing using HubSpot List Segmentation

Take control of your inbound marketing campaigns with lists! HubSpot's Lists App allows you to easily identify and categorize your contacts based on specific qualities and characteristics, making it easier to target your audience and achieve your Healthcare marketing goals.

When you utilize lists to generate reports, HubSpot's Lists App becomes even more helpful. Running a report on all your contacts may provide broad insights, but splitting the list into segments based on specific characteristics will give you more actionable information.

The more thorough your report's starting list, the better. Assume you run a report that includes all of your database's contacts. Based on this information, you'll draw broad inferences about your whole database, but the contacts in your database may appear quite different when reported on in segments. 

The lists tool in HubSpot marketing automation tool allows you to create a list of contacts or businesses based on property values and other characteristics, such as activities.

In HubSpot, lists are used in the following ways:

  • Making a list of contacts that have bounced;
  • Adding a list to a workflow;
  • Using membership criteria from a list in other lists and custom reports;
  • Using lists to generate ad campaigns, and more. 

Edit Permission like a Pro using HubSpot User Permissions Guide

Are you tired of the confusion and inefficiency that come with managing a growing team? When you have a small team, everyone works on the same set of assets. The Healthcare marketing team is working on one blog, the sales team is working on one lead pool, and the services team is responding to one set of customer tickets.

However, your team structure will get more complex as your firm expands. You may have numerous digital marketing teams or a marketing agency working on different product lines, multiple sales teams working in different areas, or many service teams responding to issues from various sorts of consumers.

Global access to all access for all users is wasteful and nonsensical as team complexity grows. Enter the team permissions for HubSpot. With HubSpot, you can easily assign owners to contacts, companies, and deals in your CRM. That implies improved organization and efficiency for your healthcare business.


As your sales staff grows, it will be divided into teams based on geography, business size, product line, or vertical.  Your sales team will only have access to the most relevant information, allowing them to focus on what really matters: closing deals.

And the best part? As your sales team becomes more focused, efficient, and productive, they'll close more transactions and spend less time on administrative tasks. It's a win-win for everyone! 

users and teams-hubspot-for-healthcare

Engage Customers, drive Sales, and offer Real-time Support using HubSpot Live Chat Feature

The buying experience has changed, and today's customers want information fast. That's why HubSpot's live chat is a game-changer for businesses.

Not only can you direct chats to the right team members – sales, services, or support, but you can also personalize welcome messages for different web pages or segments of your audience. And with the ability to match the style and feel of your brand, you can engage with site visitors in real time.

creating live chat

But it's not just about being there for your customers. With HubSpot, every communication is automatically saved and stored, giving your team a full context of each engagement.

You can quickly respond to chats, take notes, send follow-up emails or calls, schedule activities, create support tickets, and more from the universal inbox. Plus, with the free Slack integration or the mobile app, you can engage in chats on the go and never miss an opportunity to connect with a potential customer.

Don't worry about being away from the office. You can set office hours and capture email addresses for follow-up. Give your customers the quick information and support they demand with HubSpot's live chat.

live chat settings

HubSpot Marketing Hub

Create an effective Blog without any Coding Requirements using HubSpot Blog Builder Software

Want to level up your content marketing strategy for Healthcare and get your blog noticed with HubSpot? With the free HubSpot blog builder, you can easily create SEO-friendly content that will increase your readership and grow your following.

Say goodbye to the nuisance of setting up a blog on a traditional CMS platform – with HubSpot; you get everything you need to start and grow a successful blog in one place. No need to worry about security monitoring or hosting – HubSpot marketing tools have got you covered.

Starting a blog is only half the battle; building your blog with high-quality relevant content that attracts clicks is what going to get you at top of the search.

Customize the look of your blog to reflect your brand with our visual editor and professionally designed themes and templates to get noticed. From idea to publication, HubSpot makes it easy to create content that will attract clicks, increase website traffic, boost engagement with your content, and build a strong online presence.

And with the visual blog editor, you can discover new traffic sources and turn your ideas into attention-grabbing blog posts. 


Create a unique Website with HubSpot's simple and free Drag-and-Drop Editor

Building a website doesn't have to be complicated and time-consuming anymore, especially for the healthcare industry! With HubSpot Website Builder, you can now create and update pages without relying on a developer or writing custom code. Say goodbye to the frustration of publishing changes – with HubSpot, you can easily make changes on the fly.

No more mismatched designs, logos, or navigation! With HubSpot's pre-built website templates and custom development capabilities, you can have a seamless and unified healthcare website in no time. And the best part?

You can track all your site visitors in one place and create personalized digital experiences using your CRM data. Your website becomes a powerhouse of growth and engagement with the HubSpot CRM platform.

Gone are the days of struggling to visualize the final product of your website or worrying about complex content editors and fussy code. With HubSpot's WYSIWYG editor, you can see exactly how your website will appear as you build it.

Simply drag and drop modules into place, and preview your content before making it live. And with professionally built, customizable website themes, you can change the appearance and aesthetics of your entire website with ease.

Plus, with built-in page templates, custom modules, style settings, and other features, you'll be able to launch your new website in no time!


Outrank your Competitors and rise to the Top of Search Results using HubSpot SEO Software

Ready to simplify your Search Engine Optimization journey? HubSpot's SEO tools are here to help you out! No need to be overwhelmed by the ever-changing world of SEO.

With HubSpot's expert guidance, you'll get the inside scoop on what optimizations will give your search performance a boost. Say goodbye to guesswork and hello to concrete results.


With only a few clicks, you can quickly see which pages need some love and what actions you should take. And with HubSpot's no-code website builder, creating an SEO-friendly website is a breeze. The drag-and-drop editor makes it easy to design a website that's optimized from the get-go. 

Create and test visually appealing Landing Pages that attract Leads and look amazing on any Device with HubSpot Landing Page Builder

Ready to take your website's traffic, lead generation and patient acquisition to the next level? With HubSpot's free landing page builder, you can effortlessly create eye-catching healthcare website landing pages that bring in more visitors and turn them into valuable business leads – no need for a designer or IT team! 

Creating custom landing pages has never been easier – even if you don't have any technical expertise. Browse through a collection of mobile-optimized templates that have been tested and proven to convert, or use the intuitive drag-and-drop editor to put together pages in a snap.

Preview your healthcare website page on different devices before publishing to ensure it looks great no matter where it's being viewed.

And the best part? You can personalize your landing page content to provide each visitor with a unique, tailored experience.

Show different content based on their location, device, lifecycle stage, or even their contact information stored in your CRM. Besides, dynamic forms that ask only relevant questions can help you gather more information about your qualified leads. So, sit back, relax, and watch the leads roll in!


Make your Website more effective by generating Leads using HubSpot's powerful Online Form Builder

Ready to supercharge your lead generation? The key is not just to drive traffic to your website but also to build your database by collecting important information from your visitors. Enter HubSpot's free form builder! Say goodbye to the hassle of technical knowledge and hello to effortless custom form creation.

With just a few clicks, you can have custom forms up and running on your website in no time. And when someone fills out one of your forms, their information is automatically added to your HubSpot CRM database, allowing you to nurture the relationship with personalized messages and follow-up campaigns.

The HubSpot form builder is incredibly user-friendly – just drag and drop elements to ensure your forms align with your brand guidelines and goals. You can even add specialized fields and customize CTAs to best suit your objectives.

Upgrading to Marketing Hub Professional or Enterprise unlocks even more form-building power, including progressive profiling and intelligent forms.


Create Emails that are personalized for each Recipient with HubSpot Email Marketing Tools

Looking to simplify your email marketing efforts in the healthcare industry? Look no further than HubSpot's Email Builder!

With pre-built email templates for every stage of your customer's journey, you'll be able to quickly and easily send personalized, professional-looking emails in no time. And, if you prefer to start from scratch, the drag-and-drop email builder makes creating your own custom campaigns a breeze.

Gone are the days of relying on developers or technical know-how to craft effective emails. HubSpot's email builder takes care of that for you, ensuring that your emails look great on any device and integrate seamlessly with your customer data from the HubSpot CRM.

So, sit back, relax, and watch as your dashboard reveals the impact of your email marketing campaigns. 


Improve Conversion Rates by personalizing Call-to-Actions for each Visitor using HubSpot CTAs Builder 

Are you tired of creating bland, ineffective CTAs? Well, with HubSpot's CTA builder, you can easily create stunning calls-to-action that convert – without any design or technical skills! Say goodbye to complicated tools and hello to quick and simple CTA creation.

You can create custom buttons or pop-ups that truly stand out in only a few clicks. And, if you feel like getting more creative, you can submit your own unique design or image-based CTA.

No matter what you choose, you can easily insert your CTAs into web pages, landing pages, blog posts, and emails to turn your content into a powerful conversion machine.

But wait, there's more! The HubSpot Call-to-Action tool takes things to the next level by allowing you to personalize your CTAs for each visitor. Say goodbye to old marketing tactics and hello to personalized experiences that drive conversion rates higher.

Whether it's by using contact database features like persona, industry, and lifecycle stage or by tailoring anonymous user experiences based on location, device, referral source, or language – you'll be sure to reach your audience in the most effective way possible.


Utilize HubSpot Campaign Management Tool to collaborate effortlessly with your Team

Want to take your Sales and marketing campaigns to the next level? With HubSpot's campaign tools, you'll have everything you need in one place to create, manage, and collaborate on campaigns that really drive results.

Say goodbye to silos and disjointed communication. By using coordinated marketing, you'll ensure that every touchpoint with your audience is consistent, guiding them through their journey with ease and maximizing your impact.

Picture this: all your sales and marketing teams working together, all on the same page, with a single unified voice. That's the power of HubSpot's campaign tools.

No more back-and-forth between different systems or misaligned messages. Just seamless collaboration and effortless execution. And the best part? You'll be able to measure your success in real-time with data showing how your campaigns impact your ROI.


Creating and managing Social Media Content with Convenience using HubSpot Social Media Management Software

Level up your advertising game with HubSpot's Social media management platform! No more guessing which ad campaigns are really driving leads and revenue. With HubSpot, you'll have real-time attribution reporting that shows the impact of your Facebook, LinkedIn, or Google ads on your bottom line. No more clicks for clicks' sake.

And that's just the beginning! With lead synchronization and embedded processes, you can route leads to the right team member with ease. No more manual lists or hand-offs – let HubSpot handle it all for you.

Plus, social media management just got a whole lot easier. With built-in reports, you can easily compare the performance of different platforms and campaigns and see the direct impact of your social media efforts on your overall marketing ROI.

And because it integrates with your CRM, you'll have a complete picture of the leads and customers generated by your social media, track your inbound marketing activities and see analyze how your healthcare marketing strategy works. 


HubSpot Custom Object

Organize, Customize, and Store all your Data right inside HubSpot using HubSpot Custom Object Feature

This is for you if your company's data cannot be categorized as contacts, companies, or deals. With custom objects, you have the freedom to categorize your data exactly how you need to, without any limitations. And the best part? You don't need a background in coding to use our custom object builder.


Transform your data into actionable insights with the HubSpot customizable reporting features. Pick and choose the metrics that matter most to you, then choose how you want to visualize them. Whether it's with pie charts, bar charts, donut charts, or area charts, the possibilities are endless

And to make it even easier, you can create dashboards from your custom object reports to quickly see the insights that matter most to your team.

HubSpot Reporting Tools

Provide your Workforce with the Power of Analytics, Reporting, and Dashboards they require using HubSpot Dashboard & Reporting Software

Growing your business requires fast responses to one-off inquiries, and sifting through spreadsheets just won't cut it. HubSpot makes it a breeze to create custom reports that answer even the most complex questions. By seamlessly connecting your CRM, marketing, sales, and service data, you'll have all the information you need at your fingertips.


Say goodbye to standard reporting and hello to HubSpot's custom report builder. With the ability to collect data from multiple departments, you can create a report that tracks everything from website interactions with your target accounts to marketing and sales activities. And with custom objects, entering data into HubSpot has never been easier. 


Visualize your data with customizable dashboards that bring together multiple reports into one easy-to-read canvas. Set up dashboards for your team to track progress, or use pre-built marketing, sales, and service templates for a head start. Share your dashboards with ease via Slack or email, or project them during meetings.

With robust reporting permissions, you can keep sensitive data secure while giving your team the necessary information. Decide who can access your reports and dashboards, and keep everything organized with monitored modifications.


For greater control over your data, you may make reports and dashboards public or private or restrict access to select individuals and teams. No matter how many team members can access shared dashboards with monitored modifications, you can easily maintain the right dashboard view.

Ready to skyrocket your Healthcare Business to Success?

HubSpot can be a game changer for healthcare companies looking to improve their customer service and support. With its customizable dashboard and integrations, healthcare professionals can track their deals and monitor the pipeline from start to finish.

The ability to gather legally binding electronic signatures, collect payments, and extract client data from the CRM makes the sales process smoother and more efficient. Team permissions ensure that the right people have access to the right information, making for a more focused and organized workforce.

If you want to improve your customer acquisition, service and support in the healthcare industry, look no further than HubSpot CRM for healthcare. Wondering how much does HubSpot cost?
Check HubSpot pricing here.

Our team of HubSpot experts is here to help you make the most of this powerful platform.

Don't hesitate to reach out to us for any assistance or to learn more about how HubSpot can help your organization. Get in touch with us today!

Frequently Asked Questions

CRM (Customer Relationship Management) in medical technology is a system that helps patients and doctors organize appointments and tests. It uses document management to keep all patient records in electronic format. This helps healthcare providers manage and access patient information easily, making medical processes more efficient and improving patient care.

Customer Relationship Management (CRM) is crucial in healthcare as it helps hospitals and clinics engage, acquire, and keep patients. It's an important tool for managing patients from their initial contact, through their hospital visit, and even after treatment. CRM streamlines communication, enhances patient experience, and ensures better follow-up care. It helps medical professionals offer personalized care, schedule appointments, and improve patient satisfaction. Additionally, it aids in organizing and analyzing patient data, making healthcare processes more efficient and effective. In summary, CRM in healthcare is essential for building and maintaining strong patient relationships and improving the overall quality of care.

Customer Relationship Management (CRM) in the pharmaceutical industry is like a helpful toolbox. It stores and organizes important data, pricing details, and sales plans. This makes the pharma team work smarter. By keeping track of customer interactions and needs, CRM refines sales methods, making customers happier, staying loyal, and boosting sales, resulting in increased revenue. It's a win-win situation for both pharma companies and their customers!

Analytical healthcare CRM (Customer Relationship Management) involves using software to collect and analyze patient data. This analysis provides insights into how to effectively communicate and engage with patients, ensuring they receive tailored medical care. By understanding their unique needs, patients are more likely to choose and continue using your healthcare services. This approach enhances patient satisfaction and overall healthcare delivery.