ZynReach Healthcare CRM is a web-based CRM for tracking healthcare referrals, patient acquisition campaigns, and intake follow-up. Its workflow covers referral receipt, lead qualification, intake scheduling, and automated follow-up. Teams can track referral sources and conversions in a CRM pipeline. The maker scopes the service to contact, referral, CRM, and marketing data, not clinical or PHI records; HIPAA support is listed as unavailable. Other CRM features include unified customer profiles, opportunity pipelines, automated activity capture, pipeline intelligence, and revenue forecasting. AI tools cover relationship summaries, suggested next actions, deal scoring, risk detection, follow-up generation, and next-step prediction. Listed integrations include Google Workspace, Microsoft 365, Stripe, QuickBooks, Zendesk, Intercom, Looker, Google Analytics, Slack, Microsoft Teams, a REST API, and webhooks. Starter costs 29.00 USD per month, billed at $29 per user per month, and Growth costs 79.00 USD per month, billed at $79 per user per month. Both offer a free trial without requiring a credit card. Enterprise pricing is by custom quote, and starts with a guided demo.
Who it is for
It suits healthcare marketing or referral teams managing contact and referral workflows rather than clinical records. The stated scope excludes PHI and HIPAA support.
What is good
- Tracks referrals from receipt through intake scheduling
- Reports on referral sources and conversions
- Includes CRM and AI workflow features
- Starter and Growth trials require no credit card
What to know first
- Does not handle clinical or PHI records
- HIPAA support is listed as unavailable
- Starter and Growth are priced per user
- Enterprise pricing requires a custom quote
Verdict
ZynReach Healthcare CRM focuses on referral and patient acquisition workflows using CRM and marketing data. Its stated data scope is not suitable for clinical or PHI records.
Get started with ZynReach Healthcare CRM
- Open the ZynReach healthcare website
- Choose the Starter or Growth plan
- Start the free trial without a credit card
- Use the web platform or API
- Connect listed business tools through integrations, REST API, or webhooks
Limits to know first
Starter includes up to 3 marketing automation workflows and 1 custom pipeline stage. Growth removes those workflow and stage limits; Enterprise adds custom controls and service terms under a custom quote.
Questions about ZynReach Healthcare CRM
Does ZynReach offer a free plan?
No. Starter and Growth are paid plans, and both include a free trial with no credit card required.
How much do Starter and Growth cost?
Starter is 29.00 USD per month, billed at $29 per user per month. Growth is 79.00 USD per month, billed at $79 per user per month.
Which platforms are supported?
ZynReach is available through web and API.
Can it manage clinical or PHI records?
The CRM and marketing tools handle contact and referral data rather than clinical or PHI records. HIPAA support is unavailable.
What integrations are available?
Listed connections include Google Workspace, Microsoft 365, Stripe, QuickBooks, Zendesk, Intercom, Looker, Google Analytics, Slack, Microsoft Teams, REST API, and webhooks.
ZynReach Healthcare CRM plans and pricing
All plansCompared on healthcare CRM software
- Free plan
- No
- Referral management
- Yes
- Patient relationships
- Yes
- Provider relationships
- Yes
- HIPAA support
- No
- Workflow automation
- Yes
