HIPAA & BAA · CRM
Is Zoho CRM HIPAA compliant?
Conditionally. Zoho will sign a BAA (request the template from legal@zohocorp.com), and HIPAA Compliance settings are available on Zoho CRM's paid editions (Standard and above, not Free); a signed BAA must be in place before storing PHI.
Key facts
- BAA available: Conditionally — on specific plans
- What it takes: Paid editions (Standard, Professional, Enterprise, Ultimate — not Free); request the BAA template from legal@zohocorp.com and enable HIPAA Compliance settings
- Official source: Zoho CRM Help — HIPAA Compliance with Zoho CRM — https://help.zoho.com/portal/en/kb/crm/security-control/compliance-setting/hipaa/articles/hipaa-compliance-with-zoho-crm (verified 2026-06)
How to use Zoho CRM in a HIPAA-compliant way
- Use a paid Zoho CRM edition (Standard, Professional, Enterprise, or Ultimate — the Free edition is not eligible).
- Email legal@zohocorp.com to request Zoho's BAA template, then review and execute it.
- Enable HIPAA in Setup > Security Control > Compliance Settings > HIPAA Compliance, and select the modules in scope.
- Mark PHI fields via Edit Properties > 'Contains Personal Health Data'.
- Restrict access and complete your own HIPAA risk analysis before storing PHI.
Important caveats
- A signed BAA must be in place before storing PHI; enabling the settings alone is not compliance.
- Scope is limited to specific modules and field types; encrypted PHI fields lose some search/filter/sort functionality.
- Confirm the minimum BAA-eligible edition and regional data-center coverage directly with Zoho when executing the BAA.
The bottom line
No software is "HIPAA compliant" on its own. HIPAA compliance is a property of your organization, not a tool. Even with a signed BAA, you remain responsible for configuring Zoho CRM correctly, limiting access to PHI, training staff, and maintaining your own safeguards. This page is general information, not legal advice; confirm current terms with Zoho CRM.
Related tools: CRM & sales
BAA availability for tools healthcare teams commonly evaluate alongside Zoho CRM.
| Tool | Will the vendor sign a BAA? |
|---|---|
| Is Salesforce HIPAA compliant? | Conditionally — on specific plans |
| Is HubSpot HIPAA compliant? | Conditionally — on specific plans |
| Is Pipedrive HIPAA compliant? | No — vendor will not sign a BAA |
| Is Keap HIPAA compliant? | Conditionally — on specific plans |
| Is ActiveCampaign HIPAA compliant? | Conditionally — on specific plans |
| Is Klaviyo HIPAA compliant? | No — vendor will not sign a BAA |
| Is GoHighLevel (HighLevel) HIPAA compliant? | Conditionally — on specific plans |
| Is Constant Contact HIPAA compliant? | Conditionally — on specific plans |
| Is Freshdesk HIPAA compliant? | Conditionally — on specific plans |
Frequently asked questions
Does Zoho CRM sign a BAA?
On specific plans. Paid editions (Standard, Professional, Enterprise, Ultimate — not Free); request the BAA template from legal@zohocorp.com and enable HIPAA Compliance settings A signed BAA is required before any PHI is involved.
Is Zoho CRM HIPAA compliant out of the box?
No software is "HIPAA compliant" by itself. Even when Zoho CRM offers a BAA, you are responsible for signing it, configuring the product correctly, restricting access, and maintaining your own administrative, physical, and technical safeguards.
What should I check before using Zoho CRM with PHI?
A signed BAA must be in place before storing PHI; enabling the settings alone is not compliance.