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If you’re looking for CRM tools tailored to dental clinics, here are five strong options, along with what to look for when evaluating them. Depending on the size of your practice, budget, integrations, and whether you’re multi‐location, one of these may suit you well. ✅ What to look for in a dental-clinic CRM Before diving into specific products, make sure your CRM supports the key dental-clinic use-cases: Patient/lead tracking: new enquiries → treatment plan → follow-up/recall. Loaded Lab +2 InvestGlass +2 Appointment scheduling + reminders (to reduce no-shows). Emitrr +1 Treatment-plan & patient history management (so you don’t just have a marketing CRM but one that supports clinical workflows). Nexivo Customer Support Desk +1 Communication tools: SMS, email, perhaps WhatsApp or other reminders. Kliniki by HBTech Analytics / dashboards to track performance of your practice (patient retention, revenue, appointment flow). Gimasys Integration with your existing tools (practice-management software, billing/insurance, etc.). Compliance/security (especially in a healthcare context) if you handle patient data. 🦷 Top CRM Tools for Dental Clinics Here are five good ones to consider (in no particular order): 1. InvestGlass CRM Marketed specifically for dental practices: managing patient lifecycle, onboarding, appointments, marketing campaigns. InvestGlass Highlights: digital forms (onboarding), automation of tasks, pipeline for “patients as sales/leads”. Good if you want something flexible but still dental-specific. 2. Boxly CRM built just for dental practices (lead capture → follow up → booking) with “AI-powered” features. boxly.ai Particularly strong on lead management (for new patients), less about full clinical record management (from what is visible). Good option if growth / marketing / lead funnel is a key focus. 3. DCRM™ Purpose-built for dental & cosmetic practices: integrated chat/messaging, pipeline, no-show reduction, reputation & review management. dcrm.io Might have higher cost/requirements (depending on scale) but offers a full stack. Good for practices with multiple locations or an emphasis on conversion & marketing. 4. Emitrr (Dental CRM) Focuses on appointment workflow, patient portal, reminders, multi-location operations, and tracking marketing ROI. Emitrr Good if you want strong operations + marketing reminder functionality, especially in multi-site setups. 5. Zoho CRM (customised for dental clinics) While not “dental-only”, Zoho has been used in dental settings effectively: scheduling automation, treatment-plan tracking, insurance verification. Nexivo Customer Support Desk Good option if you already use Zoho products or want strong flexibility/affordability and are comfortable doing some customization. 🎯 My recommendation based on your clinic context Since you’re located in Lake Sarasota, Florida (US), and assuming you have a dental clinic that might: Need a CRM that handles both marketing/new-patient capture and existing patient retention; Prefer something cloud-based; Might integrate with US insurance/billing workflows; Want a reasonable budget. Given that, I’d lean toward either Zoho CRM (with customization) for a cost-effective robust solution, or Emitrr if you expect multi-location & want strong operational support. If your main challenge is getting new patients/leads and converting them, Boxly may be a strong pick. If you like, I can pull together a full comparison table of ~8-10 CRMs with pricing, pros/cons, and integration capabilities specific to US dental clinics — would that be useful?