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If you’re looking to pick a CRM for a dental clinic, you’re making a smart move — the right tool can really improve lead handling, patient retention, follow-ups, and team coordination. Below are key features to look for + six strong CRM options currently well-suited to dental practices. If you tell me your practice size (solo, multi-provider, DSO), budget, or what integrations you need I can tailor further. ✅ What to look for in a dental-clinic CRM Here are some criteria that are particularly important for dental practices: Lead/Inquiry tracking (people calling or filling forms, where did they come from) Automated scheduling & reminder workflows (new patient consult → appointment → no-show follow-up) Integration or at least good alignment with your dental practice management system (PMS) and/or patient records Communication tools (SMS/text, email, maybe WhatsApp) and marketing automation for patient recalls Reporting / analytics (e.g., lead → booked → started treatment, ROI of marketing channels) Compliance/security (HIPAA in U.S. or local equivalent) Ease of use and adoption (front-desk users, hygienists, etc) As one review put it: “Key features … include appointment scheduling, patient communication tools (such as automated reminders and messaging), patient database management, treatment-plan tracking, and integration with dental practice management systems.” ClickUp+1 And in the “CRM for dental practice” context: “Dental CRM helps dentists … streamline patient relationship management, automate tasks like appointment booking, follow-ups, send bulk emails & texts and more.” LeadSquared 🦷 Top CRM Tools for Dental Clinics Here are six good options, with pros/cons, so you can compare. 1. DenGro 6 Why it stands out: Built specifically for dental practices (UK/Ireland market) — e.g., new-patient conversion tracking, treatment pipeline view. DenGro Integrates with some dental PMS systems (e.g., EXACT, Dentally, Aerona) to sync patient & appointment data. DenGro Emphasis on lead source attribution (which marketing channel brought the new patient) and front-desk accountability. Considerations: Since it’s more niche (and UK-centred) you’ll want to check if it integrates seamlessly with your U.S. systems (if you’re in the U.S.). Might have fewer generic CRM features than big players. 2. LeadSquared (Dental CRM version) 6 Why it stands out: Designed for dental practices specifically: lead capture + pipeline + appointment scheduling + follow-ups. LeadSquared Strong on automation and reporting: appointment status (booked, no-show, cancelled), referral tracking, multi-channel communications. LeadSquared Emphasis on compliance/security (important for healthcare). Considerations: Powerful features = more complexity. Implementation may take more effort. Cost may scale with number of users/leads. 3. Boxly (AI-powered dental CRM) 5 Why it stands out: Focused explicitly on dental clinics: capturing leads, automating follow-ups, converting more bookings. boxly.ai AI-enabled communications and workflow automations (so that fewer leads slip through). Considerations: If new or smaller provider base you’ll want to evaluate support/training. Make sure integrations with your PMS exist or are workable. 4. HubSpot CRM 6 Why it stands out: Very strong general-purpose CRM with marketing, sales automation, communication tools. One review listed it among “8 best dental CRM software”. markoborn.com Great for tracking leads, integrating website forms, chat bots, email marketing. Considerations: Not dental-specific: you’ll need to customise quite a bit (fields, workflows). May have features you don’t need (more is not always better) which can increase complexity. “Can be too complex.” markoborn.com Cost can escalate when you add premium modules. 5. Pipedrive 5 Why it stands out: Sales-pipeline oriented CRM, good for tracking leads → appointment → treatment. One review for dental indicated it was intuitive and affordable. markoborn.com Easy to use interface; good for front-desk tracking of leads. Considerations: Doesn’t have dental-specific modules (e.g., treatment plan tracking) out of the box. You may need additional integrations or custom fields to cover everything you need for a dental practice. 6. EspoCRM (Free/Open-source dental CRM) 5 Why it stands out: Described as “Free CRM for Dentists” on their site: you can build a centralised patient database, improve scheduling & automate marketing. EspoCRM If you have a smaller clinic or tighter budget, this can be a more cost-effective option. Considerations: With open/free systems often more setup and customisation is needed (you may need technical resources). Support and integrations may not be as polished as premium, dental-specific CRMs. 🧭 My Recommendation for Your Situation Since you (Thomas) have a background in process improvement, dashboards, analytics and integrations (from your marketing/tech work) you might favour a CRM that: Has strong reporting/analytics and pipeline tracking Integrates well (or you can integrate) with other systems (PMS, website, forms) Supports automations (so you can reduce manual follow-up tasks) Can scale (if you expand or have multiple providers/locations) Given that, a strong candidate might be LeadSquared (because of its focus on dental + rich features) or HubSpot (if you want broad capability and you have integration capacity). If budget is tighter or simpler workflows, Boxly or Pipedrive might suffice. If you like — I can research 10+ CRM options specifically used by U.S. dental clinics (with pricing, pros/cons, integration matrix) and send you a comparison spreadsheet you can plug into your onboarding/tech stack evaluation. Would you like that?