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Tech riderRev. 30 Sept 2026

Census CRM

Ch 146.2of 22 Healthcare CRM Software
  1. 1Runs onWeb
  2. 2CostsNot stated by the maker
  3. 3Referral managementYes
  4. 4Patient relationshipsYes
  5. 5Provider relationshipsYes
  6. 6HIPAA supportYes
  7. 7Workflow automationYes
6 lines stated Written from the maker's own pages: censuscrm.com
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The Census CRM homepage

Overview

Census CRM is ranked #14 of 22 in healthcare CRM software on Specifiction. 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
Yescensuscrm.com
Patient relationships
Yescensuscrm.com
Provider relationships
Yescensuscrm.com
HIPAA support
Yescensuscrm.com
Workflow automation
Yescensuscrm.com

Facts

Purpose
Census CRM is a CRM built for addiction treatment and behavioral health admissions teams.censuscrm.com · 30 Sept 2026
Pipeline
The admissions workflow uses three stages: Qualification, Approval, and Commitment.censuscrm.com · 30 Sept 2026
Talk track
The guided qualification flow has 14 steps with dynamic branching and substance, mental-health, and safety screening.censuscrm.com · 30 Sept 2026
Insurance verification
The platform provides real-time verification of benefits with automatic HIGH, MEDIUM, and LOW risk classification.censuscrm.com · 30 Sept 2026
Facility placement
Facility matching considers level of care, bed availability, insurance acceptance, exclusions, and specialty programs.censuscrm.com · 30 Sept 2026
Integrations
Officially listed integrations include CallRail, CTM, Twilio, Google Ads, Meta Ads, WordPress, Wix, Squarespace, Webflow, Kipu, and Sunwave.censuscrm.com · 30 Sept 2026
EMR handoff
Census CRM hands admission records to EMR systems such as Kipu and Sunwave and does not perform clinical charting itself.censuscrm.com · 30 Sept 2026
Security
Data is encrypted at rest and in transit, with audit logging, session timeout, reauthentication, and five role-based access levels.censuscrm.com · 30 Sept 2026
Compliance
Census CRM states that it is HIPAA compliant, meets 42 CFR Part 2 requirements, and makes a Business Associate Agreement available.censuscrm.com · 30 Sept 2026
SOC 2
The SOC 2 Type II audit is in progress and the report is not yet complete.censuscrm.com · 30 Sept 2026
Support
Onboarding includes team training, documentation, video walkthroughs, and ongoing support.censuscrm.com · 30 Sept 2026
Onboarding fee
A one-time onboarding fee covers implementation, data migration, and team training, with the amount scoped to the operation.censuscrm.com · 30 Sept 2026
Audience
The product is designed for behavioral-health admissions teams, marketing and business-development staff, owners and operators, and alumni teams.censuscrm.com · 30 Sept 2026

Company

Headquarters
East Hampton, New York, United Statescensuscrm.com · 23 Sept 2026

Best Census CRM alternatives

See all 12
All accessCh 01 Zoho CRM Free planFree trialAndroid from $14/mo7.8 All accessCh 02 FrontDesk Free planFree trialWeb from $299/mo6.9 All accessCh 03 Salesforce Health Cloud Free trialAndroidAPI from $350/mo6.9 All accessCh 04 eCareCRM Free trialAndroidAPI from $499/mo6.8 All accessCh 05 Pega CRM Free trialWeb 6.7 All accessCh 06 Salesforce Life Sciences Cloud Free trialAPIiOS from $350/mo6.7

Where it ranks on Specifiction

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Sources