A CRM is only usable for protected health information if the vendor signs a Business Associate Agreement. Many popular CRMs do not, and some only on their most expensive plan.
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We checked each vendor's trust, legal and help pages for a BAA. Industry fit here is about the BAA: 10 if it is available on the core plan or all plans, 5 if only on an enterprise tier. Vendors that state they do not sign a BAA are excluded.
A BAA is necessary but not sufficient: you still have to configure the CRM correctly and limit what data goes in. This is not legal advice.
order = 70% fact score + 30% documented BAA availability · computed, not negotiated · methodology
Low-cost, deep CRM with a free plan for three users that already includes workflow automation; Standard adds email integration, built-in calling and custom modules.
BAA: BAA on request; HIPAA settings listed from Standard. Core plan Standard $14 /user/mo.
Free CRM for two users plus a broad paid suite; Sales Hub Starter adds workflows and calling, while Professional jumps to $90+ per seat and a required $1,500 onboarding.
BAA: BAA on Enterprise tier with Sensitive Data enabled. Core plan Starter $20 /user/mo.
Classic CRM with leads, opportunities and projects; billed annually only, with workflow automation and AI Copilot from Professional.
BAA: BAA available, no plan restriction stated (request it). Core plan Professional $49 /user/mo.
Email-marketing and automation platform first; the sales pipeline is a paid CRM add-on that needs at least the Plus plan.
BAA: BAA on eligible (Enterprise) plans. Core plan Plus + Pipelines $88 /mo per account.
Highly customizable board-based CRM with automations and AI credits from Standard; sold in seat buckets with a three-seat minimum.
BAA: BAA on Enterprise/Ultimate plan. Core plan Standard $17 /user/mo.
CRM plus email marketing, landing pages, payments and a business phone line in one flat plan for two users; implementation is required.
BAA: BAA on all editions after enabling HIPAA security controls. Core plan Keap $249 /mo per account.
The enterprise standard, now with a free two-user suite; automation starts on Pro Suite ($100 per user, annual contract) and the full platform on Core ($195).
BAA: BAA signed through account rep; covers Sales and Service Cloud. Core plan Pro Suite $100 /user/mo.
| # | CRM | Score | Core plan | 5 users / yr 1 | Free option |
|---|---|---|---|---|---|
| 1 | Zoho CRM | 9.9 | Standard · $14 | $840 | free plan |
| 2 | HubSpot | 8.3 | Starter · $20 | $1,200 | free plan |
| 3 | Insightly | 8.2 | Professional · $49 | $2,940 | 14-day trial |
| 4 | ActiveCampaign | 7.7 | Plus + Pipelines · $88 | $1,632 | 14-day trial |
| 5 | monday CRM | 7.7 | Standard · $17 | $1,020 | 14-day trial |
| 6 | Keap | 7.6 | Keap · $249 | $4,640 | demo |
| 7 | Salesforce Sales Cloud | 6.6 | Pro Suite · $100 | $6,000 | free plan |
Compare the top 3 side by side →
In our data: Zoho CRM, HubSpot, Insightly, ActiveCampaign, monday CRM, Keap, Salesforce Sales Cloud. Pipedrive, Copper, Capsule and Freshsales state they do not; Close and Attio publish no BAA statement.
HubSpot signs a BAA only on Enterprise tiers with its Sensitive Data feature turned on. See the HubSpot review.