Cosmetic Dentistry CRM · Owned outright

A CRM for cosmetic dental practices

Implant and veneer cases are worth thousands, and most of them are lost between the consult and the yes. That gap is a front-desk problem, not a clinical one.

Scope my CRMWhat are missed leads costing me?

Quick answer

A cosmetic dental CRM tracks the high-value case from the first consult request through the treatment presentation, financing and the scheduled first appointment, and follows up with the patients who said "let me think about it." It runs alongside your practice-management software rather than replacing it: clinical charts stay where they are, and the CRM handles inquiries, bookings and follow-up.

The pipeline, built the way cosmetic dental practices work

  1. 1InquiryConsult request with the treatment they asked about and the source.
  2. 2Consult bookedConfirmation and reminders sent automatically.
  3. 3Consult attendedOr a no-show, which starts a rebooking message.
  4. 4Plan presentedCase value and the options presented.
  5. 5FinancingWhether they applied, and the outcome.
  6. 6Accepted / scheduledFirst treatment appointment booked.
  7. 7Not yetA paced follow-up sequence, not a dead end.

Screens from CRMs we have built

Laptop showing a dark CRM dashboard with the open-pipeline total circled, labeled 'Pipeline worth, live'.
Our own CRM · demo dataThe whole pipeline, worth in dollarsOpen deals by stage, money collected this month, and who is worth a call today. Shown with invented businesses and numbers.
Laptop showing a CRM lead inbox with the Waiting filter circled, labeled 'No lead left waiting'.
Our own CRM · demo dataNo lead sits unansweredNew leads wait in one inbox, oldest first, until someone qualifies or converts them. Invented leads shown.
Laptop showing a CRM payments list with the outstanding total circled, labeled 'Collected vs. owed'.
Our own CRM · demo dataInvoiced, collected, outstandingEvery invoice with its status, and the money still owed at the top. Demo data shown.

Every name, business and number in these screens is invented demo data.

What it keeps on every record

  • Treatment of interest: implants, veneers, Invisalign, whitening
  • Case value presented and accepted
  • Financing status
  • Which campaign or referral the patient came from
  • Every call, text and email with the practice

What it does on its own

  • Replies to new consult requests in minutes with booking times
  • Consult reminders and no-show rebooking
  • Follow-up for presented cases that were not accepted
  • Review requests after treatment
  • Monthly report of case value presented vs. accepted, by source

What stays where: Clinical records, charts and imaging stay in your practice-management system. The CRM holds marketing and front-desk information: inquiries, bookings and follow-up. We do not move treatment records into it.

Owned, not rented

  • From $4,500

    One-time build. A fixed figure before anything starts.

  • No per-seat fees

    Add your whole team. The price does not move.

  • Yours outright

    Your code, your data, your branding. Change it any time.

See the CRM dashboard we build

Frequently asked questions

Does this replace our practice-management software?

No. Your clinical system stays exactly as it is. The CRM covers the part it does not: leads, consult bookings, case follow-up and reporting by source.

Can it show which ads bring in implant cases?

Yes. Every inquiry carries its source, so the report shows case value by campaign, not just leads.

Who on our team can use it?

Anyone you choose. There are no per-seat fees, and access is set by role.

Want it built around your cosmetic dentistry business?

A short call to map your stages and what you use today. You leave with a fixed price.

Book a free call

Filling the pipeline

Cosmetic Dentistry marketing: ads, funnels and follow-up

CRMs for other industries

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