CRM

Dental clinic CRM and lead management

An enquiry from Instagram, a referral from an existing patient and a walk-in are all leads, and most clinics lose them the same way: nobody owned the follow-up. Dentolize is dental CRM software built for clinics: it gives each one a source, an owner, a stage and a reminder.

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☰Source ▾Assigned to ▾Stage ▾Sort: Score ⇅

New lead 4

Nourah A.92Instagram · implant$12,000Instagram

Faisal K.64WhatsApp · whitening$1,800WhatsApp

Contacted 3

Huda M.71Referral · ortho$24,000Referral

Booked 2

Salma R.88Wed 11:15 · crown$4,600Facebook

Won 6

Tariq B.95Plan signed$8,050Google

Every enquiry becomes a tracked lead

Messages from WhatsApp, Instagram, Facebook and your website arrive as leads with their source attached, so you find out which marketing actually produces treatment rather than which produces messages.

Source captured automatically per lead
Assignment to a named team member
Stages from new enquiry through contacted to won
Estimated deal size and a score to prioritise by
Tags for treatment interest, so follow-up is relevant

The Dentolize CRM on iPhone, showing dental enquiries as leads with their source, owner and stage

Follow-up that does not depend on memory

A lead with no next action is a lead you have lost. The CRM system puts a reminder on every one, and the person it is assigned to sees it on their tasks rather than in their head.

Automatic reminders and alerts on stale leads
Tasks assigned with due dates
Templated follow-up over WhatsApp and SMS
Notes and full conversation history on the lead

Lead management in the mobile app, with the next action and its due date attached to each enquiry

Marketing you can actually measure

Because the source travels with the lead and the lead becomes a patient with invoices, you can see revenue per channel rather than clicks per channel.

Conversion rate by source and by team member
Revenue attributed to the channel that produced it
Cost per acquired patient where you record spend
Which treatments each channel actually brings in

Lead value and conversion in Dentolize, showing which marketing source produced booked treatment

Who works the pipeline

Clinics rarely lose a lead because it was bad. They lose it because nobody owned it.

Reception and treatment coordinators

A list of who to contact today, with the history and the next action attached.

Marketing

Which campaigns produce booked treatment, not just enquiries.

Owners

Pipeline value, conversion rate and where enquiries stall.

An inbox versus a pipeline

The enquiries are already arriving. The question is whether anything happens to them.

Doing it by hand

Enquiries scattered across inboxes
Follow-up when someone remembers
Marketing judged on message volume
No idea where patients come from
Leads that go cold silently

With Dentolize

Every enquiry a lead with a source and an owner
Reminders on every lead with no next action
Marketing judged on booked revenue
Source attached from first contact to invoice
Stale leads surfaced as tasks

Questions

CRM — frequently asked

What is a dental CRM?

A dental CRM is the system that handles everyone who is not yet a patient: the enquiries arriving from WhatsApp, Instagram, your website and referrals. It records where each one came from, who is responsible for it and what happens next, so enquiries turn into booked treatment instead of going cold. Practice management software runs the patients you already have; the CRM runs the ones you are still trying to win.

What counts as a lead in a dental CRM?

Any enquiry that is not yet a booked patient — a WhatsApp message, an Instagram DM, a website form, a phone call logged by reception, or a referral from an existing patient.

Does it capture the source automatically?

Yes, for the channels that are connected — WhatsApp, Instagram, Facebook and your website form. Manual sources like walk-ins and referrals are chosen when the lead is created.

Can I see which marketing brings in revenue?

Yes. The source stays attached as the lead becomes a patient, so the reports show revenue by channel rather than just enquiry counts.

How does follow-up work?

Each lead has an owner and a next action with a due date, which appears on that person’s task list. Templated messages can be sent over WhatsApp or SMS from the lead itself.

Does the CRM connect to the patient record?

Yes. When a lead books, it becomes a patient file carrying its source and history, so nothing is re-entered and attribution survives.

Keep going

See CRM on your own clinic

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