Best HIPAA compliant CRM software
4 tools compared. Checked 6 Nov 2026.
A clinic CRM is a list of patients and what they asked about. Check which products and features the BAA actually covers.
Where to start
Start with HubSpot if you can use Enterprise, since its BAA applies through its Sensitive Data terms. Salesforce covers listed services through your account rep. GoHighLevel needs a paid add-on or Enterprise.
| Tool | Result | Where the BAA applies |
|---|---|---|
| GGoHighLevel | On some plans | Paid add-on or Enterprise |
| HHubSpot | On some plans | Enterprise subscriptions |
| SSalesforce | On some plans | Listed services, through your account rep |
| ZZoho CRM | On some plans | On request; paid editions unconfirmed |
GoHighLevel
On some plansHighLevel offers a BAA through a HIPAA add-on listed at US$297 per month, available to agencies on any plan, or included in its Enterprise plan. Accounts are not set up for HIPAA by default.
Covered: Agency accounts on any plan with the paid HIPAA add-on, or Enterprise where HIPAA is included; BAA signed and HIPAA turned on per sub-account.
See the full GoHighLevel result and proofHubSpot
On some plansHubSpot’s BAA is included by reference in its Sensitive Data Terms for covered entities and business associates, using the Sensitive Data feature on Enterprise subscriptions.
Covered: Enterprise subscriptions for Marketing, Sales, Service, Data, Content, Smart CRM and Revenue Hub.
Left out: Chatbots, personalization tokens, playbooks and sandboxes, and more.
See the full HubSpot result and proofSalesforce
On some plansSalesforce offers a Business Associate Addendum through account representatives, and it applies only to listed HIPAA covered services named in the BAA.
Covered: Sales Cloud and Service Cloud; Health Cloud; Agentforce Contact Center, Agentforce Operations and listed Einstein Services; Marketing Cloud Engagement and Marketing Cloud Next; Marketing Cloud Personalization only when provisioned on AWS infrastructure; Slack Enterprise plans once enablement is confirmed; Tableau Cloud and Tableau Next.
Left out: Commerce Cloud Einstein, including Predictive Email, and more.
See the full Salesforce result and proofZoho CRM
On some plansZoho offers a BAA template on request by email, and the signed BAA specifies which applications it covers; its feature list shows HIPAA settings as not included on the Free edition.
Left out: Lookup, multi-select lookup and autonumber fields cannot be marked as PHI, and more.
See the full Zoho CRM result and proofBefore you choose
- Confirm the BAA covers your exact plan and every feature you’ll use.
- Get the BAA signed before any patient data goes in.
- Turn on the settings the vendor requires, and train your staff on them.
This isn’t legal advice. A BAA is one requirement. Your clinic still has to set the tool up correctly and control who has access. Vendors change their terms, so confirm before you sign. PHI means protected health information, which includes patient data.