Census CRM

6.1easy start · #14 of 22
in Healthcare CRM Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web.

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Census CRM is ranked #14 of 22 in healthcare CRM software on The Geeks Club. It runs on Web.

Census CRM plans and pricing

All plans

Business Development License Not published per-seat quote scoped on demo referral partner accounts · 90-day attribution window · channel ROI · HLOC relationships censuscrm.com · 30 Sept 2026

Coordinator License Not published per-seat quote scoped on demo 3-stage pipeline · guided talk track · HIPAA-protected texts and emails · insurance verification · scheduling censuscrm.com · 30 Sept 2026

Alumni License Not published per-seat quote scoped on demo email and SMS campaigns · Google reviews and surveys · alumni events · sobriety milestones · quarterly reports censuscrm.com · 30 Sept 2026

Compared on healthcare CRM software

Referral management: Yes
Patient relationships: Yes
Provider relationships: Yes
HIPAA support: Yes
Workflow automation: Yes

Best Census CRM alternatives

See all 12

Zoho CRM 0 of 4 in the starter kit Lesson 17.9 FrontDesk 0 of 4 in the starter kit Lesson 27.3 Pega CRM 0 of 4 in the starter kit Lesson 36.8 Salesforce Health Cloud 0 of 4 in the starter kit Lesson 46.7 eCareCRM 0 of 4 in the starter kit Lesson 56.6 Salesforce Life Sciences Cloud 0 of 4 in the starter kit Lesson 66.6

The record

Purpose: Census CRM is a CRM built for addiction treatment and behavioral health admissions teams.
Pipeline: The admissions workflow uses three stages: Qualification, Approval, and Commitment.
Talk track: The guided qualification flow has 14 steps with dynamic branching and substance, mental-health, and safety screening.
Insurance verification: The platform provides real-time verification of benefits with automatic HIGH, MEDIUM, and LOW risk classification.
Facility placement: Facility matching considers level of care, bed availability, insurance acceptance, exclusions, and specialty programs.
Integrations: Officially listed integrations include CallRail, CTM, Twilio, Google Ads, Meta Ads, WordPress, Wix, Squarespace, Webflow, Kipu, and Sunwave.
EMR handoff: Census CRM hands admission records to EMR systems such as Kipu and Sunwave and does not perform clinical charting itself.
Security: Data is encrypted at rest and in transit, with audit logging, session timeout, reauthentication, and five role-based access levels.
Compliance: Census CRM states that it is HIPAA compliant, meets 42 CFR Part 2 requirements, and makes a Business Associate Agreement available.
SOC 2: The SOC 2 Type II audit is in progress and the report is not yet complete.
Support: Onboarding includes team training, documentation, video walkthroughs, and ongoing support.
Onboarding fee: A one-time onboarding fee covers implementation, data migration, and team training, with the amount scoped to the operation.
Audience: The product is designed for behavioral-health admissions teams, marketing and business-development staff, owners and operators, and alumni teams.
Headquarters: East Hampton, New York, United States

Where it ranks on The Geeks Club

Best Healthcare CRM Software in 2026#14 of 22

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Sources

censuscrm.com· checked 30 Sept 2026
censuscrm.com/features· checked 30 Sept 2026
censuscrm.com/integrations· checked 30 Sept 2026
censuscrm.com/security· checked 30 Sept 2026
censuscrm.com/hipaa· checked 30 Sept 2026
censuscrm.com/pricing· checked 30 Sept 2026
censuscrm.com/about· checked 30 Sept 2026