Answer Details

If you’re looking for CRM (Customer Relationship Management) tools tailored for dental clinics, here are **top picks** + **key criteria** to help you evaluate and choose the right one for your practice. Given you’re in the UK (Chichester, England) it’s also worth checking UK/Europe-specific features (GDPR compliance, integrations with UK practice management software, local support, etc). --- ## ✅ What to look for in a dental-clinic CRM When selecting a CRM for a dental practice, consider features beyond standard lead management: 1. **Patient record & treatment‐plan tracking** – the CRM should integrate or link with your practice management / clinical system so you’re not duplicating work (so you see patient history, previous treatments, next steps). 2. **Appointment management & reminders** – reducing no-shows is critical. Automated reminders (SMS/email/WhatsApp) and easy rescheduling help. 3. **Lead / new patient capture** – many clinics get enquiries from website, social, phone: a CRM that centralises all those leads and ensures none fall through the cracks is very useful. 4. **Automations & workflows** – e.g., follow-ups after treatment, recall reminders (6-12 m check-ups), billing overdue reminders, etc. 5. **Integrations & scalability** – your CRM should play nicely with your existing software (calendar, PMS, invoicing, marketing tools) and scale if you have multiple clinicians or more than one branch. 6. **Compliance & data security** – especially for UK/Europe: GDPR, audit logs, secure hosting, backups. 7. **Usability & adoption** – even the best system fails if staff find it cumbersome. Training, intuitive UI, minimal friction matter. 8. **Support & cost structure** – including UK support hours, how many users, how many clinics/branches, hidden costs, contract terms. --- ## 🏆 Top CRM tools for dental clinics Here are some strong options specifically geared towards dental practices: ### 1. Boxly Boxly is built specifically for dental practices. * It focuses on **lead capture & management**, automations, multi-channel (webchat, WhatsApp, email) lead inboxes. ([boxly.ai][1]) * Good if you’re looking to grow or want to simplify the “new patient enquiry → conversion” process. * UK-pricing mentioned (e.g., £250/month) and unlimited users + pipelines. ([boxly.ai][1]) * Tip: If your clinic is small, ensure you’ll still benefit from the features (sometimes these are built for larger/multi-site practices). ### 2. InvestGlass CRM A more general CRM but has a version for dental practices. * Automations for onboarding, appointment scheduling, marketing campaigns. ([InvestGlass][2]) * Good for clinics that want a broader all-in-one but still have dental-specific workflows. * Tip: Check whether its integrations align with your UK practice management software. ### 3. Lua CRM Again, orientation towards clinics/dentistry: * Features listed: Patient management, appointment scheduling, treatment plans, billing & payments. ([Lua CRM][3]) * Works for multiple branches. * Tip: If you have more than one site or plan to expand, the multi-branch capability is useful. ### 4. DCRM A purpose-built dental CRM, emphasising marketing + patient communication. * Built by a dental marketing agency, so strong on lead funnel + patient nurture. ([dcrm.io][4]) * More expensive and may have a heavier setup. * Tip: Good if you have a high production value clinic and budget for a premium solution. ### 5. ClickUp (CRM module) Not dental-specific but very flexible and worth mentioning. * For clinics that may want a customisable CRM + workflow tool rather than “dental-only” boxed solution. ([ClickUp][5]) * Tip: If you already use other tools and want custom workflows, a system like this might give you more flexibility (but you may need more setup effort). --- ## 🧐 My recommendation for you Since you’re in the UK and presumably running or planning a dental clinic (or advising one) in England, I’d lean toward a solution that: * Is already UK-/Europe-compliant (data centres, GDPR, UK support) * Handles the “new patient enquiry → booking → treatment plan → recall” pipeline well * Has good automation (especially around reminders/recalls) * Is scalable but not overly complex for initial use So, **Boxly** stands out for growing clinics with lead management focus; **InvestGlass** or **Lua CRM** might be more balanced; and if you’re very growth-oriented and have budget, **DCRM** could be interesting. If you like, I can **pull together a comparison table** (pricing tiers, UK specific features, pros/cons) of the *top 5-10* dental CRMs specifically used in the UK, so you can pick the one that best fits your budget and clinic size. Would you like me to do that? [1]: https://www.boxly.ai/dental-practices?utm_source=chatgpt.com "Boxly | Dental CRM built specifically for dental practices." [2]: https://www.investglass.com/crm-for-dental-practices/?utm_source=chatgpt.com "InvestGlass CRM: Best CRM for Dental Practices" [3]: https://www.luacrm.com/gh/solutions/dental-clinics?utm_source=chatgpt.com "CRM for Dental Clinics - Lua CRM" [4]: https://dcrm.io/?utm_source=chatgpt.com "DCRM | The Dental CRM" [5]: https://clickup.com/features/crm/dentists?utm_source=chatgpt.com "CRM Software for Dentists"