---
title: "Crelio CRM Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Crelio CRM Software - reviews, pricing plans, popular comparisons to other Patient Engagement products and more."
source_url: "https://www.capterra.com/p/250788/Crelio-CRM/"
page_type: "product"
language: "en"
---

# 

 Crelio CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

Crelio CRM

## What is Crelio CRM?

Crelio Patient Engagement - Offer smooth & connected patient experience to boost retention. Features: -Enable promotions of healthcare packages online -Integrate website & social pages to collect bookings & payments -Automated communication to patients through email, SMS, and fax -Branded patient portal & app allows patients to access reports, track test status, share feedback -White label, customize and localize reports to enable branding -Automate patient feedback for better retention

## What is Crelio CRM used for?

[Patient Scheduling](https://www.capterra.com/patient-scheduling-software/)[Patient Management](https://www.capterra.com/patient-management-software/)[Healthcare CRM](https://www.capterra.com/healthcare-crm-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$550

Flat Rate, Per Month

Free trial  
not available

Free version not included

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## 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.

### Crelio CRM

0.0

VS.

[4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

$550

Flat Rate, Per Month

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.5 (6,068)

Value For Money

0.0 (0)

Value For Money

4.3 (4,685)

Customer Service

0.0 (0)

Customer Service

4.4 (4,478)

## Crelio CRM alternatives

[4.5 (3,481)](https://www.capterra.com/p/124981/Freshdesk/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (1,789)](https://www.capterra.com/p/102188/LiveAgent/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.6 (176)](https://www.capterra.com/p/90493/ECP/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

## FAQs about Crelio CRM

Overview

### What company size and specific industries is Crelio CRM built for?

Crelio CRM is designed for medical diagnostics labs of different sizes, including standalone, multi-center, D2C, corporate, and hospital-based labs, as well as clinics. It fits organizations operating in the healthcare diagnostics sector rather than general-purpose businesses.

Features and Usability

### What are the key features of Crelio CRM?

Crelio CRM offers appointment management, automated scheduling, and scheduling tools for managing bookings and patient visits. It includes client and patient management, medical history records, and records management, plus patient communications, chat/messaging, and email management. Additional features include campaign management, audience targeting, customizable reports, and HIPAA compliant data handling.

Pricing

### How much does it cost and what fees or limitations are included?

Crelio CRM starts at $550 per month for the Starter plan for physician offices. Standard is $1,250 per month, Advanced is $2,500 per month, and Advanced Plus is $4,500 per month. Fax integration is available at cost on Starter, while Advanced Plus includes 3-day on-site support and a dedicated AM.

Getting Started and Support

### What customer support options does Crelio CRM offer?

Crelio CRM provides email/help desk, a knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback about support quality is available here, so user experience with response times, helpfulness, or common frustrations cannot be described from the supplied data.

## Features

AI summary

Based on 206 Patient Engagement reviews

Capterra reviewers highlight these as the features buyers care about most when choosing healthcare CRM software:

-   **Appointment Management** (**55%** of reviewers rated this feature as critical)
-   **Mobile Access** (**41%**)
-   **Activity Dashboard** (**44%**)

Crelio CRM supports **Appointment Management** and **Mobile Access**, helping healthcare teams manage scheduling and access patient and workflow information while away from a desk. However, it does not include **Activity Dashboard**. Instead, it offers **HIPAA Compliant** (**63%**), a feature that reviewers also rate as highly important, helping businesses protect sensitive patient data and maintain compliance requirements while supporting day-to-day operations.

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Audience Targeting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Automated Scheduling

Automatically create schedules based on business needs or employee availability and qualifications

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Chat/Messaging

Communicate using direct chat or messages within the system

Client Management

Manage contact details and communication with clients

Crelio CRM 23 features

### All Features
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Chat/Messaging: Communicate using direct chat or messages within the system
- Client Management: Manage contact details and communication with clients
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Forms Management: Store, manage and track all forms in a centralized location
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Medical History Records: Records of patients' medical history
- Mobile Access: Access software remotely via mobile devices
- Multi-Location: Manage and support multiple locations
- Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more
- Patient Management: Managing and tracking patient health, progress, communication, and treatment plans
- Records Management: Ability to record, store, update, and retrieve information
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

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## Pricing

[View pricing plan details](https://www.capterra.com/p/250788/Crelio-CRM/pricing/)

Starter

$550.00

Flat Rate,Per Month

It includes:

-   Order Management
-   Outsourcing Management
-   Lab Reporting Management & Interfacing
-   File Attachment to Reports
-   Audit Trail
-   Sample Segregation & Barcoding and Logistics
-   Fax Integration Available At Cost
-   Credit Card Payments
-   HIPAA compliant communication
-   Support 7 AM 5 PM Eastern Time
-   0 Provider Portal Logins
-   1 User Login
-   2 Analyzers

Standard

$1,250

Flat Rate,Per Month

It includes:

-   Sample Pre-Processing & Archival
-   QC & Middleware Interfacing
-   Lab Performance & Quality Control Management
-   TAT Analytics
-   Auto-Approval
-   Critical Call Outs
-   Reflex Testing Workflows
-   Custom Report PDFs
-   Send Out Workflows
-   Consent Workflows
-   Integration Dashboard
-   Support 7 AM 5 PM Eastern Time
-   20 Provider Portal Logins
-   5 User Logins
-   3 Analyzers

Advanced

$2,500

Flat Rate,Per Month

It includes:

-   Support for Multiple Collection Centers and Operation Sites
-   Multi-Location Patient Search
-   Branch Management
-   Cross-Location Result Transfers
-   Branded Provider Portal & Communication
-   Inventory Management
-   Integration Dashboard
-   Group Ordering From Excel/CSV
-   AOE Workflow
-   24x7 Online Support Included, On-site Support at Additional Charges
-   100 Provider Portal Logins
-   10 User Logins
-   5 Analyzers

Advanced Plus

$4,500

Flat Rate,Per Month

It includes:

-   On-site support
-   Custom Alerting Rules
-   Unlimited Report PDF Configurations
-   Custom Localization
-   Advanced Inventory Management
-   3 Day On-site Support Included + Dedicated AM
-   200 Provider Portal Logins
-   20 User Logins
-   8 Analyzers

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## Support, customer service and training options

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

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