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Many of our healthcare clients use a mixture of Nextech and HubSpot. They use HubSpot Marketing Hub and Sales Hub for acquisition of new patients, but once someone becomes a customer/patient they are managed over in Nextech for appointment reminders, patient information, medical records, etc. The challenge, of course, is you don't have one system for everything, but this compromise has allowed our digitally-savvy clients to leverage best-of-breed tech for new patient acquisition, and they have been please with the results. We always encourage our clients to consult with their legal counsel prior to purchasing or using technology, and every organization tends to be a little different. For example, in the case of one of our healthcare clients, a contact might fill out a form that indicates they are a current patient or may share health problems in a comments section. This is stored in HubSpot and our client is OK with this because the information was offered by the contact via the public-facing online form. However, for another client, this was not acceptable.

We use the HubSpot Sales CRM in a limited capacity. SF.com, has a robust team, many other resources available, and work with large enterprise companies. Hubspot targeted market is mid-market companies. They may have some limited AI, but certainly not at the SF.com level. Overall, a good product until you want to upgrade and pay the massive amount of dollars now required by large enterprise CRM companies. I have used both CRM systems, and HubSpot does a decent job for the phase we are in at this time. I hope this helps.

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