Keeping patient information safe is very important. If you work in healthcare, you already know this. A good CRM (Customer Relationship Management) system helps you talk with patients, manage records, and stay organized. But not just any CRM will work. You need one that follows HIPAA rules to keep data safe.
In this post, we will look at the 8 best HIPAA-compliant CRM software for desktop. These CRMs are easy to use, work on your computer, and keep patient information protected. At the top of the list is DejaOffice, a great tool made for small medical offices and solo healthcare workers.
1. DejaOffice
DejaOffice is a great choice for healthcare professionals who want a simple desktop tool. It is fully HIPAA-compliant and works on Windows and Mac. With DejaOffice, you can manage your calendar, contacts, tasks, and notes without needing to use the internet. This means your patient data stays on your computer and is safer.
It’s a perfect desktop CRM for HIPAA compliance. If you’re running a small clinic or practice, DejaOffice gives you the power to control your own data. It’s also affordable and doesn’t require a monthly subscription. Many doctors like DejaOffice because it works even when offline and offers strong password protection.
2. Act! CRM with HIPAA Add-On
Act! CRM is a classic CRM that many businesses use. When paired with a HIPAA add-on, it becomes great for healthcare. You can store patient notes, schedule appointments, and track calls all in one place.
This CRM is an easy-to-use HIPAA CRM for small businesses. It also gives you tools to send emails safely and track responses. Act! works well on desktop computers and has strong support for secure CRM backups.
3. Infor CRM
Infor CRM offers powerful tools and can be set up to follow HIPAA guidelines. It’s great for medium to large medical offices. Infor CRM is not just secure — it also gives you tools to understand your patient relationships better.
This HIPAA-compliant CRM software for medical offices supports complex workflows. If you have a big staff, you can assign tasks and set reminders to help your team stay organized. While it takes more time to set up, the features it offers are worth it for growing practices.
4. Veloxity CRM
Veloxity CRM offers a desktop-friendly interface and flexible tools. It is known for being customizable and fast. Veloxity can be set up to meet HIPAA compliance, especially when used on-premise CRM instead of the cloud.
This makes Veloxity a great choice for anyone needing a secure CRM for healthcare industry. You can limit who sees what, protect data with encryption, and build forms that match your workflow. Doctors and nurses like that Veloxity is both powerful and easy to train on.
5. Daylite by Marketcircle
Daylite is a Mac-only desktop CRM that can be adjusted for HIPAA rules. It is great for smaller medical teams who use Apple products. With Daylite, you can manage contacts, notes, and follow-ups all in one place.
It is one of the best picks for those looking for an affordable HIPAA-compliant CRM system. Daylite also allows offline access and syncs once you're back online. Many therapists and private medical consultants prefer Daylite for its clean layout and ease of use.
6. Commence CRM
Commence CRM offers both cloud and desktop versions, with strong security features. You can customize how data is stored and who has access. This makes it great for HIPAA compliance when managed properly.
Doctors who want a HIPAA-compliant CRM for medical practices enjoy using Commence because it is flexible. It supports task management, lead tracking, and detailed reporting. Plus, it can be hosted on your own server for better control.
7. GoldMine CRM
GoldMine CRM has been around for a long time and is trusted by many industries. Its on-premise version is perfect for healthcare settings that want total control. You can set up GoldMine to follow HIPAA rules with proper security settings.
It’s a strong option for a best offline HIPAA-compliant CRM software. GoldMine is known for being reliable and secure. It also works well in low-internet areas, which is perfect for rural healthcare providers or mobile clinics.
8. Apptivo (Desktop Access via App)
While Apptivo is mostly cloud-based, its desktop app gives you control from your computer. With HIPAA-compliant settings and encrypted communication, Apptivo is a flexible CRM for many healthcare professionals.
It’s a smart pick for those wanting a cloud-based HIPAA CRM for healthcare that still works on a desktop. Apptivo also includes billing, project tracking, and appointment reminders. This all-in-one system is great for busy practices needing both desktop and mobile access.
Conclusion
Picking a HIPAA-compliant CRM software for desktop doesn’t have to be hard. Whether you are a solo doctor or part of a growing clinic, one of these 8 tools can help keep your patient data safe and organized. From simple offline tools like DejaOffice to powerful systems like Infor and Veloxity, there’s a solution for every type of practice.
All the CRMs listed above can help you stay compliant and work smarter. When choosing, think about the size of your team, your budget, and how much control you want over your data. If you need something quick and safe, start with DejaOffice. It’s built for people who care about privacy, simplicity, and speed.