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If you’re running a dental clinic and looking for a good CRM (customer / patient-relationship management) tool, here are key criteria and five solid options to consider — along with highlights of what dental practices especially care about. ✅ What to look for in a CRM for a dental clinic Based on recent guidance for dental practices: A CRM that supports detailed patient profiles (treatment history, preferences, communications) — not just basic contact info. HubSpot Blog +2 BestCRMSoftware +2 Appointment & scheduling integrations (reminders, no-show reduction) plus workflows for follow-ups/recalls. ClinicsSoft +2 markoborn.com +2 Multi-channel communication (email, SMS/text, maybe chat or social) tied to the patient record. HubSpot Blog +1 Integrations with your practice management / EHR / billing system so you don’t replicate data across silos. BestCRMSoftware +1 Compliance and security (especially in the U.S. for HIPAA) since you’ll store protected health information. dentalcrm.com Scalability (for growth, multi-location, more services) and usability (so your team actually uses it). markoborn.com +1 🛠️ Top CRM tools for dental clinics Here are five good ones (some generic CRMs that adapt well + some more dental-specific). Depending on your size, budget, workflow, you’ll pick differently. HubSpot CRM Mentioned in a guide as one of the best for dental practices. HubSpot Blog Pros: Free tier available; strong marketing & communication automation; good for building patient-journey workflows. Things to check: Make sure you integrate or build the dental-specific workflows (appointments, recall etc). Use case: If your clinic is growing, you want a full platform that can move into marketing/operations, not just patient follow-ups. LeadSquared Tailored for dental practices in one of their pieces. LeadSquared Strengths: Patient acquisition, multiple channels, referral tracking, built-in analytics for dental workflow (inquiry → appointment → treatment). Use case: Good if you have multiple locations or you’re doing more proactive marketing (cosmetic dentistry, expansion) and want stronger funnel/lead tracking. EspoCRM Open-source/affordable alternative. They have a “CRM for dentists” page. EspoCRM Pros: Customizable, lower cost, you can tailor fields for dental (treatment type, recall intervals, etc). Trade-offs: Might need more setup/training; not as many dental-specific packaged features. Use case: Smaller clinic or you have internal IT support and want to keep cost down. Nimble CRM Although generic, one article shows how dental clinics used Nimble effectively (lead tracking, appointment automation, social integration). Nimble Pros: Good for engagement, marketing, social media outreach (if you do a lot of that). Use case: Especially useful if you are doing cosmetic/esthetic dentistry, marketing heavy, want to capture many inbound leads and convert. Dental CRM (by Free CRM) A CRM built specifically for dental industry/have HIPAA-specific mention. dentalcrm.com Pros: Industry-tailored, likely less customization needed. Use case: If you want something designed “out of the box” for dental clinics and want less heavy configuration. 🔍 My recommendation for your clinic Since you’re based in Kalispell, Montana (assuming maybe a smaller to mid-sized practice), here’s how I’d pick: If you are solo or small team, with modest marketing and want good value → Go with EspoCRM or Dental CRM to keep cost & complexity manageable. If you are growing, have multiple dentists or locations or want to ramp up marketing/outreach → HubSpot or LeadSquared might bring more “future proof” capabilities. If you offer high-end cosmetic/esthetic services, want strong lead funnels from web/social, then Nimble might make sense. Also: Do a trial if possible. Make sure the CRM integrates with your existing scheduling/billing software (so you don’t recreate work). Get your team involved in choosing to reduce resistance to adopting it. If you like, I can pull together a detailed comparison table (features, pricing, pros/cons) of 10 + CRMs specific to dental clinics, with their U.S. pricing tiers and dental-practice reviews — would that be helpful?