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Here are some of the best CRM (Customer Relationship Management) tools that dental clinics can use — followed by what you should look out for when choosing one. I can pull up a more comprehensive list (with pricing for Canada, integrations, etc.) if you like. ✅ Top CRM tools for dental clinics Here are 5 good options with their strengths: 1. HubSpot CRM Why it stands out: Mentioned as a top choice for dental practices: HIPAA-compliant data storage, automation of reminders and workflows. ChartLocal +2 BusinessPostCorner.com +2 Free tier available, which is good if you’re small and want to start light. Stiliem.com +1 Strong marketing/communications tools, which helps with patient engagement and follow-up. Best for: Clinics looking for a full-featured CRM that can scale, especially if you want to improve patient marketing, recalls, and follow-ups. 2. GoHighLevel (and/or custom dental-CRM versions based on it) Why it stands out: It’s been applied specifically for dental practice use-cases (appointment scheduling, automated reminder flows, treatment pipelines) in articles. The Loaded Lab +1 One service (“CRMforDental”) is built on GoHighLevel with templates specific to dental clinics: unified inbox (calls/texts/emails), automated sequences for recalls & treatment plans. crmfordental.com Best for: Clinics that want a dental-specific workflow, especially if you want a CRM tailored for the dental business (not just generic). 3. InvestGlass CRM Why it stands out: A CRM designed to support dental practices: digital onboarding of patients, calendar + portal for patients, automation of workflows. InvestGlass Good if you place emphasis on onboarding new patients, gathering forms online, etc. Best for: Clinics who want more customization, possibly more high-end, especially if you have multiple locations or want more detailed workflows. 4. Pipedrive Why it stands out: Not dental-only, but gets good marks for smaller practices: visual pipeline management, easy integration with forms and messaging apps. Stiliem.com +1 More affordable starting point. Best for: Smaller dental clinics, or those just getting a CRM for the first time, who want something simple and cost-effective. 5. EspoCRM Why it stands out: Open-source / budget-friendly option. For dental businesses that need customization and want to keep costs down. Stiliem.com +1 Best for: Tech-savvy clinics or those with an in-house IT person who can set up and customise things. 🔍 What to look for when choosing a CRM for a dental clinic To pick the right CRM for a dental practice, here are features and criteria you should check: Patient scheduling & reminders: Ability to send automated reminders (SMS/email) for appointments, hygiene visits, recall cycles, etc. Patient journey/lead-to-treatment pipeline: Tracks new inquiries → consult → treatment plan → follow-up. Many dental practices lose revenue here. Integration with practice management / EHR / PMS: The CRM should connect (or at least work smoothly) with your dental practice management software (so you don’t duplicate data). Patient communication tools: Unified inbox (calls, texts, emails), portals for patients, consent forms, etc. Compliance & data security: If you’re in Canada (or US) you’ll need to meet privacy regulations (HIPAA in US, PIPEDA in Canada) especially around health-data. Analytics & reporting: You want to know your no-show rate, recall rate, treatment acceptance rate, marketing channel ROI, etc. Affordability & scalability: Good to start small but be able to scale (add locations, more automation) as your clinic grows. Ease of use & onboarding: The staff should be able to adopt it without too steep a learning curve; change management is a big deal in practices. Dental-specific workflows: Look for CRM templates or systems built specifically (or adapted) to dental clinics rather than generic which might require heavy customization. If you like, I can compare pricing, Canada-specific compliance (for BC/Vancouver), and integration with local dental software among the top 3 or 4. Would you like me to do that?