Best HIPAA-compliant CRMs
The real bar is a signed Business Associate Agreement, not an encryption claim. What each vendor's own security page actually confirms, checked directly.
Tebra is the clearest yes here, stating plainly on its own security page that it maintains a Business Associate Agreement; for a general sales CRM outside healthcare-specific platforms, confirm BAA availability directly with the vendor before assuming a security page implies one.
The short answer
- The word to look for is BAA, Business Associate Agreement, not 'encrypted' or 'secure.' A vendor can have strong security and still not sign a BAA, which means it cannot legally be used for protected health information under HIPAA.
- Tebra states directly on its own security page that it maintains a BAA with customers, the clearest confirmation found among the vendors checked here.
- Pipedrive's own legal hub lists a DPA, DORA and EU Data Act documentation but no HIPAA or BAA mention at all, consistent with not offering one; treat this as 'not confirmed to offer a BAA' rather than a guess either way.
- Several vendors, including Salesforce Health Cloud, HubSpot and Weave, use compliance-adjacent language such as 'supports HIPAA compliance' without their pages stating outright that they sign a BAA. Confirm this directly with the vendor's sales or compliance team before relying on it; do not infer a BAA from that wording alone.
How we compared these
We read each vendor's own security or trust page and its legal/DPA hub, looking specifically for the words "Business Associate Agreement" or "BAA" stated as something the vendor signs, not general security or compliance-support language, September 2026.
Where a page used softer language, "designed to support HIPAA compliance" or similar, we report that as unconfirmed rather than as a BAA claim. The gap between those two statements matters: only the second is a fact you can rely on before sending 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 communication and scheduling under a confirmed BAA | A team outside healthcare that does not need a practice-specific platform |
| Salesforce Health Cloud | Not confirmed on the page checked | Pricing page did not state BAA availability; check Salesforce's dedicated healthcare trust documentation directly before relying on this | A large healthcare organization already evaluating Salesforce's broader platform | Anyone who needs BAA confirmation before a sales conversation |
| HubSpot | Not confirmed on the page checked | Trust Center references independent HIPAA attestation and support for HIPAA-regulated customers, without the checked page stating 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 | Legal hub lists a DPA and other frameworks; HIPAA and BAA are not mentioned | A general sales CRM outside any healthcare data use | Any use involving protected health information |
| Weave | Not confirmed on the page checked | States it is "designed with features to support you in complying with HIPAA," without the checked page confirming a signed BAA | A dental or health practice already evaluating Weave's communication tools | Anyone who needs BAA confirmation before a sales conversation |
Figures and language checked on each vendor's own security, trust or legal pages, 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 state BAA availability outright, this table says so rather than inferring one.
The field, ranked
1. Tebra
The only platform checked here that states plainly, on its own page, that it maintains a BAA with customers. Best for: a medical or dental practice that needs confirmed HIPAA coverage for patient data. Not for: a general B2B sales team with no protected health information to manage.
2. Salesforce Health Cloud
A healthcare-specific product from a major CRM vendor, but the pricing page checked here did not confirm BAA availability directly. Best for: a large healthcare organization ready to confirm terms directly with Salesforce. Not for: a small practice; Health Cloud's Enterprise edition starts at $350/user/mo billed annually, well above general CRM pricing.
3. Weave
Built around dental and health practice communication, with language supporting HIPAA compliance, though the checked page stopped short of confirming a signed BAA outright. Best for: a practice already evaluating Weave for patient texting and calls. Not for: anyone who needs BAA confirmation before signing; get it in writing from Weave directly.
4. HubSpot
General CRM with a Trust Center referencing HIPAA-related attestation, without a plain BAA statement on the page checked. Best for: a team that wants to raise the BAA question directly with HubSpot's own sales team. Not for: assuming HIPAA-adjacent language on a trust page is the same as a signed BAA.
5. Pipedrive
No HIPAA or BAA mention anywhere in its legal hub. Best for: general sales pipeline work with no protected health information involved. Not for: any workflow that touches PHI.
When none of these is the answer
If your team handles protected health information at all, do not rely on this page or any vendor's marketing language as a substitute for a signed BAA in hand. Get the agreement in writing before entering real patient data into any of these tools, and involve whoever handles compliance at your organization in that decision. 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 certification; the BAA is the legal document that puts the vendor on the hook for handling protected health information correctly. Encryption and access controls matter, but without a BAA there is no HIPAA-compliant use of that tool for PHI.
- What if a vendor says it 'supports HIPAA compliance' but doesn't mention a BAA?
- Treat that as unconfirmed, not as a yes. Security features like encryption and audit logs support compliance but do not create it on their own. Ask the vendor directly whether they will sign a BAA before you put any protected health information into the tool.
- Can I use a non-HIPAA CRM if I just keep patient names and phone numbers out of it?
- That depends on what counts as protected health information in your context, which is a legal question, not a product one. Many practices scope a general CRM to scheduling and enquiry data only, keeping treatment details in a dedicated practice system that does sign a BAA. This is not legal advice.
- Does SalesCrew sign a BAA?
- No. SalesCrew makes no HIPAA or BAA claim of any kind today. A healthcare team using it should scope it to enquiry and scheduling data and keep protected health information in a system built and contracted for that purpose.