# InfluxMD Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about InfluxMD Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/169346/Influx-MD --- # InfluxMD Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) InfluxMD ## What is InfluxMD? HIPAA Compliant CRM Medical CRM powered By AI. Attract Leads, Share Knowledge, Get Patients. Customer Relationship Management (CRM) Unified Data Management - House all client activity, data, and communications in one accessible platform Contact Management - Organize individual and company contacts for B2B relationships Smart Tagging - Tag and categorize leads to optimize your conversion rate Advanced Filtering -Create custom lists, filter contacts, and target your messaging Task Management -Generate action lists based on specific contact criteria Quick Notes - Capture contact updates via mobile or desktop Custom Fields - Add industry-specific data to contact and company profiles Smart Lists - Group similar records for efficient filtering and segmentation Automation Tracking - Monitor automation history and sequence status for contacts Lead Scoring - Prioritize prospects and automate based on purchase potential ## What is InfluxMD used for? [Healthcare CRM](https://www.capterra.com/healthcare-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Conversational AI Platform](https://www.capterra.com/conversational-ai-platform-software/) Top alternative Featured Overall rating Based on 18 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $197 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for InfluxMD?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://influxmd.com&name=InfluxMD) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### InfluxMD 4.5 (18) VS. [4.7 (154)](https://www.capterra.com/p/90493/ECP/reviews/) Starting Price $197 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (18) Ease Of Use 4.7 (154) Value For Money 4.2 (16) Value For Money 4.5 (125) Customer Service 4.5 (16) Customer Service 4.9 (151) ## InfluxMD alternatives [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.2 (990)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.3 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/169346/Influx-MD/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Calendar Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar Campaign Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Contact Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Customizable Reports 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alter the layout and content of reports Pipeline Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness InfluxMD 133 features Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generates and edits text using machine learning Software program that continuously adjusts its behavior based on observed data System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Automatically create schedules based on business needs or employee availability and qualifications Create and automatically send premade copy in response to customer messages Track and analyze user behavior within a system or network Create, manage, and send invoices or bills to customers Provides centralized location and shareable capabilities for storage, distribution, and editing of brand guidelines Track and manage schedules and meetings via an integrated calendar Notifications/alerts for upcoming events or tasks Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Group campaigns by project, client, or campaign for better management. Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Communicate using direct chat or messages within the system AI-based platform which conducts a conversation via auditory or textual methods Manage contact details and communication with clients Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Manage and track all internal and external communication conducted via calls, email, text, or chat Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Interprets what a user is doing based on context and helps guide them through the process. Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Initiate interactions with customers by proactively starting conversations or providing informational content Visualize and analyze customer experience across all touchpoints and channels Process of dividing customers into groups based on common characteristics Add customized logos and colors to align with company branding Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics The process of entering information or updating records in a computer system or database Import and export data to and from software applications Protect sensitive data for digital privacy Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Tracks metrics that provide insight into how a user interacts with any interface or product Predefined actions automatically performed on the occurance of specific events Software designed for the healthcare industry Used by marketers and advertisers Caters to sales teams Store, manage and track all forms in a centralized location Use AI to generate content in the form of text, images, videos, etc. Check text for proper grammar usage Compliant with HIPAA, which sets standards for sensitive patient data protection Helps understand a user's intentions/actions Track interaction history by documenting conversations for contacts Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Create landing pages or online forms designed to capture new leads and prospects Automatically identify and save contact information of potential customers Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Divide leads into buckets based on predefined criteria and routing rules Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc. Ability to chat online in real time Automate workflows and trigger campaigns based on customer actions Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Manage multiple campaigns in one system Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Manage and support multiple languages Manage and support multiple locations Process and analyze human language in text or audio form Allow users to create, edit, and sort multiple notes Allow communication between the company and patients via messages, SMS, emails, phone, and more Managing and tracking patient health, progress, communication, and treatment plans A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Adjust communications based on previous interactions or personal preferences Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Existing bot models for AI-based tools commonly used for auditory and textual conversation methods Predict future data based on historical data sets Streamlining repetitive tasks and activities through automated and predefined workflows Generate quotes or estimates for customers Analyze and gain insights into data in real-time Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Define, track, and/or automate sales activities and sales processes Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) Automate processes to manage leads, contacts, opportunities and sales activities Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Send promotional campaigns or transactional messages via text messages Send messages via SMS Train your system to interpret and transcribe voice messages Gauge satisfaction and receive information for improvement and success Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Edit text as needed Set up connections to third-party platforms to improve business processes Review data from past periods to reveal recurring tendencies and predict future performance Interact with data visualization elements, such as charts and graphs, to drill down into data Web form that allows users to enter data that is sent and processed for different reasons Monitor activity of individuals who visit your website using cookies Create, design and manage workflows for repetitive tasks 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Features 4.2 (18) 4.2 Based on 18 reviews ## Pricing Value for money 4.2 (16) [View pricing plan details](https://www.capterra.com/p/169346/Influx-MD/pricing/) Solo Practice $197.00 Flat Rate,Per Month It includes: - Up to 2 users - 2,500 patient contacts - 250 AI chat interactions/month - 50 AI chat interactions/month - 50 insurance card scans/month - Basic setup included - Unlimited portal suppor Group Practice $397.00 Flat Rate,Per Month It includes: - HIPAA-Compliant - Up to 10 users - 10,000 patient contacts - 250 AI chat interactions/month - 250 insurance card scans/month - Priority setup & team training - Dedicated Account Manager Value for money 4.2 (16) 4.2 Based on 16 reviews ## Integrations [ Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Calendly](https://www.capterra.com/p/148036/Calendly/)[ Tebra](https://www.capterra.com/p/129169/Tebra/)[ ZENOTI](https://www.capterra.com/p/131057/ZENOTI/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ DrChrono](https://www.capterra.com/p/89392/drchrono-Practice-Management/)[ AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (16) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (16) 4.5 Based on 16 reviews ## User reviews Overall rating 4.5 Based on 18 reviews Filter by rating 5(12) 4(3) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent AW Alex W. Director of Marketing Medical Practice ### "Patient management made simple" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 18, 2025 Pros Clean and simple way to organize patient data. Helps me manage outreach efforts and follow up with leads. Support is easily accessible. Cons Occasional issues saving new contact forms. Would like to be able to customize fields on page views for patients. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Business Development Representative Information Technology and Services ### "Influx MD review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 April 10, 2023 Pros I like the quality and the ease of use of Influx MD especially its tracking option. They have a very great support team. Cons It has errors sometimes especially when we try to integrate it with our scheduling platform. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TY Tamara Y. Director of Marketing-Sales Mental Health Care ### "Product limitations exacerbated by major customer service challenges" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 September 24, 2021 Our biggest concern (and ultimately the primary reason for terminating our contract) was the terrible customer service we received. We started with one primary contact during the onboarding process, and after we had multiple questions related to development, a developer seemed to step in as our primary contact going forward. He was consistently rude, dismissive, and defensive--despite every attempt to have an open conversation about how we could repair the relationship and better partner moving forward. When we pointed out errors that needed to be fixed, it was often responded to with finger-pointing the blame towards someone on our team. It was very frustrating, and we made many compromises during our set-up process simply out of the desire to be finished with the constant communication headaches. We chose InfluxMD, in part, because of the positive reviews we read during our research. We wanted to do our part to ensure the other side of the experience is also represented, because our experience was anything but positive. We have thankfully found a software partner who meets all the technical needs that InfluxMD could not accommodate, and who has a wonderful team who collaborates and partners well. Pros We were thrilled to find a HIPPA-compliant CRM software solution at such a reasonable price point. We read great reviews on multiple software sites, and the overall solution was positioned to us as user-friendly so that we would need limited support after implementation. Cons The software itself had some limitations when it came to customizations that met our process needs. Additionally, certain fields would become locked by the system once entered, and our users had to go through the InfluxMD ticketing process just to change basic field entry data, which is quite cumbersome when you consider that user error happens regularly, and the need to edit leads data also happens regularly. Reporting capabilities were very disappointing. We had to initiate a new ticket/request for every basic reporting need, and the team delivered the bare minimum as far as the fields/output of the reports we did request. I highly recommend ensuring you get the reports you want prior to implementation, as this team seems to be "hands-off" when it comes to requests post-launch. Reasons for choosing InfluxMD HIPPA-compliance, relatively inexpensive Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS John S. Owner Hospital & Health Care ### "Great for following patients" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 1, 2020 Excellent! Pros I can search my database several ways. Very easy to use. Cons Nothing. The \[SENSITIVE CONTENT HIDDEN\] makes changes as U realize I need them. Reasons for choosing InfluxMD Cheaper, and that was way more than I needed. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Kara F. Patient Coordinator Hospital & Health Care ### "Influx is a useful tool for healthcare professionals" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 24, 2020 Overall, Influx MD is a useful addition to many healthcare settings. Pros A few clinical sites that I was at used Influx, and it was rather useful. It is HIPPA compliant which makes data sharing seamless. Cons There were times where the software would freeze, and it took a bit to get used to the interface but overall it was a useful tool. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GI Greg I. Business Manager Medical Practice ### "Excellent Software That Enables Rapid Growth " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 17, 2019 In a word, transformative. In certain types of medical practices, you need to screen a quite a few people to get to the people you can help. InfluxMD allowed my team to scale the number of people we engage with, while providing leads with a great experience. We are on pace to doubling our practice from last year. Pros • Ability to customize the software to our specific process needs • Customizable views for each agent, so each agent knows who they need to reach each day • Ease of use – Everyone on the team, tech savvy or not, has quickly adopted to using InfluxMD • Ability to text have text and email conversations with leads; all captured in the same place. • Good reporting • Very responsive support team Cons • Ability to go backward in the process. InfluxMD, once you have completed a step. We have designed around this, though we always have a small handful of exceptions. • Integration with our EMR would be a great feature. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CD Carolyn D. Practice Administrator ### "I'm still getting up to speed with this software, but, the Company behind it is stellar." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 April 26, 2018 Pros We searched high and low to find a lead management software that also "handled" drip marketing campaigns, and InfluxMD came through! Great support behind the scenes and lots of experience to guide us along the way! Cons The only thing that has been missing for me, so far, is that the software isn't integrated with our Scheduling Software. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NB Nicole B. Office Manager ### "Makes desk life easier" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 April 12, 2018 Pros Very customizable. Allows us to track and record multiple patient procedures. Easy to set up. Customer service is great. Cons I think that if the software were able to link to practice scheduling so that the patients attendance was automatically linked with our EMR, it might make things a little easier. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. FE Felecia E. Office Manager Medical Practice ### "The software has helped increase business tremendously. It's been wonderful." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 7, 2017 Increased patient volume and revenue. Pros The lead tracking system and how IFX has been able to customize to our needs and workflows is exceptional. This software is so helpful in keeping track of patients progress through our program and education, they get to surgery more quickly. Getting this software has transformed our practice in a very positive way. Cons In the beginning it was difficult for us making the transition because we had very particular workflows we wanted built in to the software, so it took a little bit of time and effort to get it customized just for us, but this is like with anything. So I don't really see this a fault but I don't really have any cons to offer. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. EJ Ebony J. Patient Advocate Medical Practice ### "user friendly but would like updates" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 4, 2017 Pros Provides tracking for multiple patient procedures. I am able to track what patients have completed and still need to complete as well as email them directly. Cons I would like the tracking and notifications to be more precise. I would like to know ahead of time a list of patients who are very close to completing their requirements. Also, receive patients notifications sooner. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/169346/Influx-MD/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)