Best HIPAA-compliant CRMs
The real bar is a signed Business Associate Agreement, not an encryption claim. Here is what each vendor's own security page confirms.
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Tebra ranks first: its own security page says plainly that it keeps a Business Associate Agreement with customers. For a general sales CRM, get the vendor to confirm a BAA in writing before you treat a security page as a yes.
The short answer
- Look for the word BAA, not 'encrypted' or 'secure.' A vendor can have strong security and still not sign a BAA. Then you can't legally use it for PHI under HIPAA.
- Tebra says on its own security page that it keeps a BAA with customers. That's the clearest yes among the vendors we checked.
- Pipedrive's legal hub lists a DPA, DORA and EU Data Act papers, with no mention of HIPAA or a BAA. Treat that as 'no BAA confirmed', not a guess either way.
- Salesforce Health Cloud, HubSpot and Weave use softer words like 'supports HIPAA compliance'. Their pages don't say outright that they sign a BAA. Ask each vendor's sales or legal team to confirm it. Don't read a BAA into that wording.
How we compared these
We read each vendor's own security or trust page and its legal hub in September 2026. We looked for the words "Business Associate Agreement" or "BAA" as something the vendor signs, not general security words. Vendors are ranked by how plainly their own page confirms it.
Where a page used softer words, such as "designed to support HIPAA compliance", we report it as not confirmed. That gap matters. Only a stated BAA is a fact you can rely on before you send real patient data.
BAA availability comparison
| Platform | States it signs a BAA? | What its own page actually says | Best for | Not for |
|---|---|---|---|---|
| Tebra | Yes, stated directly | "Through our business associate agreement, Tebra commits to maintaining the highest levels of HIPAA-compliant safeguards." | A medical or dental practice that needs patient texts and booking under a confirmed BAA | A team outside health care that has no use for a practice tool |
| Salesforce Health Cloud | Not confirmed on the page checked | The pricing page did not mention a BAA; check Salesforce's health trust papers before you rely on it | A large health group already weighing the wider Salesforce suite | Anyone who needs BAA confirmation before a sales conversation |
| HubSpot | Not confirmed on the page checked | The Trust Center cites a HIPAA audit and support for HIPAA customers, but the page does not say outright that HubSpot signs a BAA | A team that wants to ask HubSpot's own team to confirm BAA terms directly | Anyone assuming HIPAA language on a trust page equals a signed BAA |
| Pipedrive | No mention found | The legal hub lists a DPA and other papers; HIPAA and BAA are not named | A general sales CRM with no health data in it | Any use that involves PHI |
| Weave | Not confirmed on the page checked | Says it is "designed with features to support you in complying with HIPAA," but the page does not confirm a signed BAA | A dental or health practice already trying Weave for patient texts | Anyone who needs BAA confirmation before a sales conversation |
Wording checked on each vendor's own security, trust or legal page, September 2026: tebra.com/security, salesforce.com/products/health-cloud, trust.hubspot.com, pipedrive.com/en/legal, getweave.com/security. Where a page did not say it signs a BAA, this table says so and does not guess.
The field, ranked
1. Tebra
Tebra is the only tool we checked whose own page says plainly that it keeps a BAA with customers. Best for: a medical or dental practice that needs confirmed HIPAA cover for patient data. Not for: a B2B sales team with no PHI to manage.
2. Salesforce Health Cloud
Health Cloud is a health product from a major CRM vendor, but its pricing page did not confirm a BAA. Best for: a large health group ready to settle terms with Salesforce. Not for: a small practice, since the Enterprise edition starts at $350/user/mo billed yearly.
3. Weave
Weave is built for patient texts and calls at dental and health practices. Its page speaks of HIPAA support but stops short of a signed BAA. Best for: a practice already trying Weave for texts and calls. Not for: anyone who needs a BAA before signing; get it in writing from Weave.
4. HubSpot
HubSpot is a general CRM whose Trust Center cites a HIPAA audit, with no plain BAA line on the page we checked. Best for: a team ready to ask HubSpot's sales team about a BAA. Not for: anyone who reads HIPAA words on a trust page as a signed BAA.
5. Pipedrive
Pipedrive's legal hub does not mention HIPAA or a BAA. Best for: general sales pipeline work with no PHI in it. Not for: any work that touches PHI.
How to choose
Choose Tebra if you need a BAA stated on the vendor's own page. Choose Salesforce Health Cloud, HubSpot or Weave if you already use them, and get the BAA in writing before you add real patient data. Choose Pipedrive only for sales work with no PHI in it.
Whatever you pick, a signed BAA in hand beats any vendor's wording, this page included. Bring whoever runs compliance at your firm into that call. This is not legal advice.
Questions
- What actually makes a CRM 'HIPAA-compliant'?
- A signed Business Associate Agreement, or BAA, between you and the vendor. HIPAA has no product badge. The BAA is the legal paper that makes the vendor answer for how it handles protected health information (PHI). Encryption and access rules matter, but without a BAA you can't use that tool for PHI under HIPAA.
- What if a vendor says it 'supports HIPAA compliance' but doesn't mention a BAA?
- Treat that as not yet confirmed, not as a yes. Encryption and audit logs help, but they don't make a tool fit for PHI by themselves. Ask the vendor if they will sign a BAA before you put any health data into the tool.
- Can I use a non-HIPAA CRM if I just keep patient names and phone numbers out of it?
- That turns on what counts as PHI for you, which is a legal question, not a product one. Many practices keep a general CRM to booking and enquiry data only. Treatment details stay in a practice system that does sign a BAA. This is not legal advice.
- Where does SalesCrew fit for a healthcare team?
- Disclosure: SalesCrew is our product. SalesCrew makes no HIPAA claim; it holds enquiry and scheduling data, and clinical records stay in your practice system. Each practice gets its own database, an audit log and AI agents that wait for your approval.