CRM for Dental Practices
Patient recall automation, treatment plan tracking, and practice growth tools for dental offices.
Dental practice growth comes from two things: getting new patients in the door and keeping existing patients on schedule. We build CRMs that automate both so your front desk focuses on patient experience instead of playing phone tag.
Challenges We Solve
Common pain points in dental practices, and how a custom CRM eliminates each one.
The Challenges
- Patient recall dependent on front desk remembering to call
- Treatment plan acceptance rates are low with no follow-up
- New patient marketing can't be measured for ROI
- Hygiene schedule has empty slots while recare lists grow
Our Solutions
- Automated patient recall with multi-channel reminders
- Treatment plan follow-up sequences with financing options
- New patient marketing attribution and conversion tracking
- Hygiene schedule optimization with waitlist management
Never Lose a Patient to Neglect
Automated recall reminders go out via text, email, and phone at the right intervals. Patients who don't respond get escalated through a sequence. Your hygiene schedule stays full without your front desk making 100 calls a day.
- Automated multi-channel recall reminders
- Treatment plan follow-up with financing integration
- Online scheduling with real-time availability
- Insurance verification and benefits tracking
- Referral source tracking and thank-you automation
Case Acceptance That Grows Revenue
Patients who leave with an unaccepted treatment plan get personalized follow-up. Financing options, educational content, and gentle reminders convert undecided patients into scheduled procedures.
What Our Clients Say
“Patient recall, treatment plan follow-up, and new patient marketing all automated. Our hygiene schedule hasn't had an empty slot in 6 months.”
Dr. Kevin O'Malley
Practice Owner, Bright Horizons Dental
Scottsdale, AZ
“Tax season used to be chaos. Now client documents flow into the right folders, deadlines are tracked automatically, and nothing falls through the cracks.”
Christopher Reid
Partner, Reid & Associates CPA
Minneapolis, MN
“We built our product but managed sales in spreadsheets. The irony wasn't lost on us. Custom CRM with Stripe billing integration transformed our revenue operations.”
Emily Chang
VP of Sales, CloudStack Solutions
San Francisco, CA
“Scheduling 300+ temps across 50 client sites was a logistical nightmare. The custom CRM handles shift matching, availability, and client billing automatically.”
Tanya Jeffries
Operations Manager, Metro Temp Services
Atlanta, GA
“Wine club management, tasting room POS, and wholesale distribution CRM. Every customer interaction across all channels feeds into one profile. Our wine club retention hit 85%.”
Andrea Russo
Head of Sales, Bella Vista Winery
Napa, CA
“Cross-selling used to be an afterthought. Now the CRM surfaces opportunities automatically. Home buyer? Here's an auto quote. New baby? Life insurance reminder.”
Frank Adebayo
Principal Agent, Adebayo & Associates Insurance
Houston, TX
“Our agents write more policies because the CRM handles all the follow-up. Quoting integration with our carriers means proposals go out in minutes, not days.”
Laura Donovan
Sales Manager, Heartland Insurance Partners
Omaha, NE
“We were drowning in spreadsheets and sticky notes. Our custom CRM now pulls leads from Zillow, Realtor.com, and our website into one pipeline. Agent productivity is up 40% in six months.”
Sarah Mitchell
Managing Broker, Pinnacle Realty Group
Austin, TX
Ready to Transform Your Dental Practices CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.