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Here are some of the best CRM tools for dental clinics, including those with built-in or add-on CRM functionalities. Many modern dental practices choose a comprehensive dental practice management software (PMS) that includes CRM features rather than using a separate, generic CRM. All-in-one dental practice management software (with CRM) CareStack: This is a comprehensive, all-in-one platform that combines CRM with a full suite of practice management tools. Best for: Practices that want to consolidate their software into a single system for managing marketing, patient communication, billing, and clinical tasks. Dentally: A cloud-based PMS that is highly regarded in the UK market for its ease of use and automated tasks. It features: Best for: Single- and multi-site dental practices, including those working with the NHS. Features: Patient management, online booking, automated recalls, and integrations with third-party tools. Curve Dental: A user-friendly, cloud-based PMS known for its simple and intuitive interface. Best for: Small to mid-sized practices that want a modern system without the hassle of IT management. Open Dental: This affordable, open-source platform offers extensive customization options and integration capabilities. Best for: Practices of all sizes that value flexibility and control over their data. Dentrix Ascend: A cloud-based version of the legacy Dentrix system, offering web-based access to core practice management functions, analytics, and patient communication. Best for: Modern practices that want a reliable, cloud-based system from a well-known provider. Dedicated CRM for lead management and communication Boxly.ai: An AI-powered dental CRM that organizes all lead inquiries from sources like your website, social media, and WhatsApp into a single inbox. Best for: Dental practices that want to automate lead capture and follow-ups to increase new patient bookings and retention. HubSpot: While a generic CRM, HubSpot is highly adaptable and can be configured for dental practices to manage patient outreach and marketing. Best for: Practices that need robust marketing automation, analytics, and lead nurturing capabilities, including a popular free plan. DenGro: A CRM specifically designed for dental practices to handle and nurture patient inquiries, preventing leads from being lost. Best for: Managing leads and automating marketing campaigns for both NHS and private practices. mountstride: A dental-specific CRM platform that centralizes lead and patient interactions, marketing campaigns, and appointment tracking. Best for: Practices looking to simplify lead management and streamline processes using a user-friendly, customizable system. Key features for dental clinics When evaluating options, look for features crucial to managing a modern dental practice: HIPAA or GDPR compliance: Ensures the secure and confidential handling of sensitive patient data. Appointment automation: Automatically sends appointment reminders and recall notices via SMS and email to reduce no-shows. Integrated lead management: Tracks potential patients from their initial inquiry through the entire booking process. Centralized patient data: Provides a complete timeline of a patient's communication, treatment history, and financial records. Multi-channel communication: Allows you to interact with patients through their preferred method, such as phone, email, text, or social media. Customization: The ability to tailor workflows and treatment plans to your practice's specific procedures. PMS integration: Seamlessly links with your existing practice management software to avoid redundant data entry. Reporting and analytics: Provides insights into marketing ROI, lead sources, and team performance.