The HIPAA-compliant CRM
built for healthcare, not retrofitted
Patient contacts, secure email and SMS outreach, consent tracking, and de-identified reporting — generated as a coherent stack instead of stitched together from Salesforce, HubSpot, and a prayer.
PHI-grade field encryption
BAA email + SMS built in
De-identified analytics by default
Who builds a HIPAA CRM on VertiComply
Clinic Office Managers
Primary care, dental, specialty
You run recall lists, manage referrals, and message patients about appointments. You need a CRM that treats every contact field as PHI by default — not a generic CRM with HIPAA bolted on.
Patient Engagement Teams
Telehealth platforms, multi-clinic groups
You run nurture campaigns, segment by condition, and measure outreach. Marketing automation on PHI requires field-level encryption + consent tracking that VertiComply generates from the start.
Health-tech Sales Teams (B2B)
Selling to providers, payors, pharma
Your prospects sometimes share patient data during demos. Your CRM logs PHI without you intending to. VertiComply gives you a HIPAA-eligible CRM perimeter for the rare-but-real B2B case.
Compliance, handled
HIPAA + TCPA + state privacy laws applied end-to-end across the CRM surface.
PHI-aware field encryption
MRN, SSN, conditions, and free-text notes encrypted at the column level with AES-256 — not just disk encryption.
BAA-covered email + SMS
SendGrid Premier, Mailgun HIPAA, Twilio — BAA paperwork pre-mapped per provider before your first message ships.
Role-based access control
Clinician / scheduler / front-desk / read-only roles. Every PHI view is audit-logged with user, time, IP, and reason.
TCPA + HIPAA consent capture
Marketing consent (HIPAA § 164.508) and TCPA SMS consent captured separately at every contact entry point.
Audit log per contact action
View, edit, export, message, segment — every PHI touchpoint, six-year retention, OCR-ready format.
De-identified analytics
Cohort reporting runs on de-identified data so you can analyze without leaking PHI to BI tools or ad pixels.
Right-to-erasure + data export
Patient deletion requests fulfilled cleanly — including audit log evidence of erasure. Same flow for GDPR if applicable.
FHIR sync to your EHR
CRM contact ↔ EHR patient record stays in sync via FHIR R4 — no manual reconciliation, no duplicate-record liability.
The stack we generate for you
| Component | Role | Generated With |
|---|---|---|
| Contact records | Patient + family + referrer profiles | Postgres + AES-256 column encryption |
| Email outreach | Transactional + marketing | SendGrid Premier (BAA) |
| SMS outreach | Appointment reminders, recalls | Twilio (BAA) + TCPA consent gate |
| Workflow automation | Sequences, recall logic, escalations | Zero-PHI template engine |
| EHR sync | Read/write patient record | FHIR R4 + Bulk FHIR |
| Reporting & analytics | Cohort, performance, ROI | De-identified data warehouse |
| Audit + observability | 6-yr retention, OCR-ready | Datadog Enterprise (BAA) |
Salesforce / HubSpot vs. VertiComply
Big CRMs were built for SaaS sales, not regulated healthcare workflows.
| Build it yourself | With VertiComply | |
|---|---|---|
| Standard CRM choice | Salesforce Health Cloud (~$300/user/mo) | Custom CRM you own end-to-end |
| BAA story | Health Cloud BAA only; standard SF licenses not covered | BAA on every component, pre-mapped |
| Email + SMS marketing | HubSpot doesn't sign BAA — separate tooling | BAA-covered SendGrid + Twilio out of the box |
| Consent tracking | Custom field + manual process | TCPA + HIPAA consent gates at every touchpoint |
| PHI in analytics | Easy to leak via dashboards or pixels | De-identified pipeline by default |
| Time to launch | 4–6 months of config + custom dev | 2–3 weeks from idea to live patient outreach |
Coming soon — healthcare CRM customer stories
Early clinics are migrating off Salesforce Health Cloud and standalone email tools. Want yours featured? Email hello@verticomply.com after your migration is live.
Frequently asked questions
Is Salesforce HIPAA compliant?
Only Salesforce Health Cloud is BAA-covered, and only on specific editions. Standard Salesforce, Sales Cloud, Service Cloud, and Marketing Cloud are not HIPAA-eligible by default. The BAA covers specific products under specific configurations — read it carefully before storing PHI.
Is HubSpot HIPAA compliant?
No. HubSpot does not sign Business Associate Agreements as of 2026. Storing PHI in HubSpot is a HIPAA violation regardless of any technical configuration on your side. If your CRM has marketing data plus PHI, you need a HIPAA-eligible alternative.
Can I send marketing emails containing PHI?
Only with explicit HIPAA marketing authorization under § 164.508 — separate from TCPA consent for the SMS channel. Most healthcare CRMs blur this line; VertiComply captures both consents separately and gates every send on the right authorization.
Do I need TCPA consent in addition to HIPAA authorization?
Yes for SMS and automated calls. TCPA is a federal telecom law that overlaps but doesn't equate to HIPAA. A patient who consented to receive PHI in writing has not necessarily consented to receive automated SMS. We capture both.
How do you de-identify CRM data for analytics?
Aggregated cohort metrics, Safe Harbor-style identifier stripping, and a separate de-identified data warehouse the analytics tools query. PHI never reaches your dashboards or ad pixels.
Can the CRM sync with my EHR?
Yes — FHIR R4 and Bulk FHIR are supported for Epic, athena, Cerner, and any standards-conformant EHR. CRM contact and EHR patient records share a canonical ID so a referral, an appointment, and a follow-up SMS all land in the same chart.
What about CCPA, CPRA, and GDPR overlays?
Right-to-erasure, data export, and consent-withdrawal flows are built in, so the same controls satisfy CCPA/CPRA and GDPR for patients in those jurisdictions. Geo-fenced data handling is configurable per project.
Stop paying $300 a seat for a CRM you can't fully use
Generate a HIPAA-compliant CRM you own end-to-end. BAA on day one, encryption at the field level, consent gates on every message, audit logs OCR will accept.
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Deep dives
A 2026 engineering guide to HIPAA encryption requirements. What § 164.312(a)(2)(iv) actually demands, which algorithms pass audit, how to architect key management for PHI at rest, in transit, and in use — written for builders, not lawyers.
Read
Most healthcare app audit logs fail HIPAA § 164.312(b) because they miss three specific fields. Here is the exact schema that passes an OCR audit, plus retention rules, immutability patterns, and the 2026 shift toward testable audit controls.
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BAA vs HIPAA explained in plain English. What each one actually is, why they are not the same thing, who needs a BAA, when it is required, and what happens if you skip it.
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Real HIPAA enforcement cases, actual penalty amounts ($100 to $1.9M/year), what triggers OCR investigations, and how to prevent each violation in your healthcare app.
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Does GDPR apply to your US healthcare app? Yes, if you have even one EU user. Learn when GDPR triggers, how it overlaps with HIPAA, the 8 requirements that differ, and how to build compliant apps without doubling your work.
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