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If you’re running a dental clinic and looking for CRM (Customer/Patient Relationship Management) tools, here are some of the best-in-class options, along with key selection criteria and what to watch out for. This will help you pick the right tool for your clinic’s size, workflow and regulatory context (in Brazil and globally). ✅ What to look for in a CRM for dental clinics When you evaluate CRM software for a dental clinic, these features tend to matter a lot: Patient / lead management: Ability to capture new enquiries (web, phone, WhatsApp), track them through the funnel, convert to appointment, treatment, follow-up. Appointment scheduling & reminders: To reduce no-shows and idle time (automated SMS/email reminders). ClickUp +1 Treatment-plan & patient history tracking: Knowing what treatments a patient has had, what’s outstanding, what follow-ups are needed. Integration with practice-management / dental-specific systems: Because many clinics already use a PMS/EHR/dental-software — the CRM should talk to it (or replace parts of it) without duplication. DenGro +1 Marketing & communication automation: For follow-up, re-engagement of lapsed patients, segmented campaigns (e.g., hygiene recall). Analytics & reporting: Metrics like lead → conversion, patient lifetime value, treatment uptake, campaign ROI. markoborn.com +1 Localized compliance & language: For Brazil (LGPD) and Portuguese language, local support/integration is a plus. Ease of use & onboarding: Dental staff are busy — the simpler the UI & workflows, the better. 🏆 Top CRM Tools for Dental Clinics Here are several strong picks. Depending on your clinic size (solo, multi-doctor, network) and budget, these may work differently for you. 1. DenGro A CRM built specifically for dental practices (UK/Ireland origin) but with features relevant globally. Focuses on lead capture → conversion, “click-to-chair” metrics. DenGro Tracks marketing source (Google, Facebook, etc) and gives conversion stats. Automations for nurture messaging, plus PMS integrations (so you don’t lose data). DenGro Good if you have a growth-oriented clinic and want a dental-specific CRM. 2. Leadflo Another dental-specific CRM, strong on lead / scheduling / communication. Multichannel lead intake (web, social, phone, SMS) built in. World’s #1 Dental CRM System - Leadflo Appointment scheduling + reminders + reporting for dental practices. Good if you get many new patient leads and want high conversion + strong follow-up. 3. Cliniccards A more all-in-one platform oriented to dental centres/clinics (outside just lead-CRM). Smart scheduling (specialist assignment, team coordination). cliniccards.com Financial monitoring + treatment data + inventory management built in. Great for a larger clinic, multi-specialty or multi-doctor, where you want CRM + operations. 4. EspoCRM A more generic CRM tool, with good flexibility and which can be adapted for dentists. Free/low cost option; you can customise for “patients/leads/appointments”. EspoCRM Less dental-specific out of the box, so might need more setup. Good for smaller clinics or those that want a lower cost entry. 5. ClickUp (as CRM) While not purely dental-CRM, ClickUp supports CRM workflows and has dental-clinic use-cases. Features like patient profiles, appointment reminders, dashboards for patient/treatment data. ClickUp Good if you already use ClickUp for project/workflow management and want to extend it. Might require more configuration than a dental-specific tool. 6. Ninsaúde A Brazilian-oriented system that includes CRM for dental clinics (among its features). Offers CRM + patient journey automation + Brazilian payment methods + local support. Umbler Particularly relevant if your clinic is in Brazil and you want local language/support and local compliance. 🔍 My Recommendation Based on Your Clinic Type Solo dentist / small clinic: Choose something easy, low-cost, quick to set up. EspoCRM or ClickUp might work, or a simpler dental CRM. Medium-sized clinic (2-5 doctors): Go for a dental-specific CRM (DenGro/Leadflo) that ties into your daily operations and lead pipeline. Large multi-doctor clinic / chain / network: Consider a full platform (Cliniccards or other strong dental-ops + CRM) that handles scheduling, specialists, inventory, multi-location. Brazil / Portuguese-language context: Strongly consider local tools like Ninsaúde (or ensure international tool supports Brazilian compliance, payments, language). Growth-oriented clinic (lots of inbound leads, marketing efforts): Focus on lead tracking, conversion analytics, marketing attribution (DenGro, Leadflo). Minimal budget & just starting: EspoCRM or generic CRM + automations may suffice initially, and you can upgrade later. ⚠️ Things to Check & Ask Vendors Does it integrate with your existing dental practice management software (PMS) so data flows smoothly (patient history, invoicing, appointment)? What are the data security / privacy / compliance credentials (especially if you handle patient health data)? How easy is migration from your existing system / spreadsheet to this CRM? How are the language and local support for Brazil/LatAm (if applicable)? What are mobile / remote access capabilities (since you may need access on tablets/smartphones)? What is the cost structure (users, seats, modules, SMS/email automations) and what is “free vs paid” tier? What are typical setup/implementation/time-to-live, and what training/support is included? What is the reporting/analytics capability (so you can measure performance and justify ROI)? How flexible is it to customize workflows (e.g., for custom treatments, follow-up flows, recall campaigns)? Are automated reminders (SMS/email) and two-way communication (patient replies) supported? For multi-location clinics: Does it support multi-site, multi-staff, multi-schedule easily? If you like, I can compare pricing and features (for Brazil/Latin-America market) of 3–5 of these CRMs side by side (in Portuguese) so you can pick one best for your dental clinic. Would you like me to do that?