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If you’re running a dental clinic and looking for a CRM (Customer Relationship Management) tool to manage patients, appointments, treatments and marketing — here are what to look for, and some very good options tailored for dental practices. ✅ What to look for in a dental-clinic CRM Since dental clinics have some special needs (clinical records, treatment plans, reminders, compliance, etc.), a good CRM should cover at least the following: Patient profile + history (treatments, appointments, notes) Appointment scheduling & reminders (reduce no-shows) Treatment plan tracking (planned vs done) Billing / payment / insurance workflows (if relevant) Communication / follow-up: SMS, email, WhatsApp, campaigns Analytics/reporting: e.g., what treatments are converting, patient retention Compliance/data security (especially for Europe/Spain: GDPR) Integration or ease of use with your existing clinic software/hardware Research shows that CRM in dental clinics improves patient recall, treatment adherence and operational efficiency. recima21.com.br +2 X Dental +2 🛠 Top CRM tool options for dental clinics Here are some strong candidates. Depending on your clinic size (solo vs multi-practitioner vs multi-location) and budget, one will suit better than another. 1. Zoho CRM Though general-purpose, Zoho CRM is often used (and recommended) for dental clinics because it supports automated scheduling, reminders, treatment-tracking workflows etc. Nexivo Customer Support Desk Pros: Highly configurable, affordable, you likely already know the interface. Consideration: You'll need to set up/customise some parts to make it fully dental-clinic friendly (treatment plans, etc). 2. InvestGlass CRM A CRM built with dental practices in mind. From their site: “flexible CRM … digital onboarding, patient cycle management, appointment scheduling … tailor-made for dental practices.” InvestGlass Pros: Dental-specific features make setup easier. Consideration: Make sure it supports Spanish/Europe & complies with GDPR if you’ll use in Spain. 3. Lua CRM Another CRM that advertises explicitly “Solutions for dental clinics” – patient management, appointment scheduling, billing, treatment plans. Lua CRM +1 Pros: Focused on dental usage. Consideration: Check whether all modules you need (e.g., Spanish language, Spain/local billing/insurance) are supported. 4. DCRM™ “All-in-one marketing solution for dental practices” – emphasises communication (SMS, social media), no-show reduction, reputation management for dental practices. dcrm.io Pros: Strong on patient communication & marketing side (important for growth). Consideration: Might need to integrate with your core practice-management software if DCRM doesn’t cover every clinical workflow. 5. ClickUp (used as CRM) While not built solely for dental, ClickUp’s CRM features are mentioned for dentists: appointment scheduling, follow-up communication, treatment tracking. ClickUp Pros: Very flexible; good if you want something low cost and customisable. Consideration: More setup work; you’ll need to tailor it for dental workflows. 🎯 My recommendation for you (in Spain / Andalusia) Given you are in Algeciras (Andalusia, Spain), here’s a suggested approach: Check if the CRM supports Spanish language and Spanish/EU data-compliance (GDPR). Prioritise: appointment/reminder automation (to reduce no‐shows) + treatment-plan tracking + patient communication (email/SMS/WhatsApp). If the clinic is small (1-2 dentists), a simpler CRM like Zoho + customisation might suffice. If you plan for growth (multiple branches, lots of marketing, many patients) then a dental-specific CRM (InvestGlass or Lua) might save you setup time. Arrange demos/trials (most of these offer them) and check: ease of use, support (in Spanish or local time), cost of onboarding, compatibility with your current systems. If you like, I can compare pricing, Spanish-localised support and features of 3–5 top CRM systems for dental clinics (including ones popular in Spain) and send you a comparison table. Would you like me to do that?