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✅ What to look for in a dental-clinic CRM Before choosing a system, good to prioritise features such as: A unified patient/contact record with appointment/treatment history, referrals, communication logs. HubSpot Blog +2 ClickUp +2 Strong integration with your scheduling/practice-management software, so you avoid double entry. markoborn.com +1 Automated reminders & follow-ups (SMS/email), especially for recalls or treatment plans. Thryv Australia +1 Lead/enquiry tracking (for new patients) + pipeline monitoring (for larger treatments) if you do them. DenGro +1 Analytics & reporting around conversion, treatments, source of patients. DenGro +1 Compliance/security (especially patient data) and a UI the staff will adopt. Nimble Scalability & cost-fit (a small clinic vs multi-location) — many systems differ a lot here. 🎯 Top CRM tools for dental clinics 1. HubSpot CRM Why it stands out: Mentioned as one of the best for dental practices in 2025. HubSpot Blog Covers contact management + marketing + operations in one platform, which is useful if you want to grow patient acquisition + retention. Free tier available, then paid tiers scale. Considerations: It is a more generic CRM (i.e., not solely built for dental) so you may need to configure/customise for dental-specific workflows. Some dental-specific integrations (e.g., practice-management software) may need extra work or cost. Best if: You have a growing clinic, you’re already doing marketing/patient-acquisition and want a system that supports growth. 2. CareStack Why it stands out: Built more specifically for dental practice management plus CRM-type workflows. markoborn.com +1 Integrates prospective-patient management + marketing + patient portal + treatment tracking. Considerations: Likely higher cost (custom pricing). HubSpot Blog +1 More features means more training/setup. Best if: You run a full practice (or multiple locations) and want a “one-stop” dental practice + CRM system rather than separate modules. 3. DenGro Why it stands out: Specifically built for dental practices: tracks leads/enquiries, pipeline, conversion metrics, treatment outcomes, and integrates with dental-PMS systems. DenGro Emphasises lead conversion (so good if you’re doing marketing and want to convert new patients). Considerations: As with any niche product, check whether it integrates with your existing tools (e.g., in Australia/NZ) and whether cost is justified. Best if: Your focus is on capturing more new patients, monitoring the pipeline from enquiry → consultation → treatment, and you want a dental-specific tool. 4. Pipedrive Why it stands out: Simpler pipeline-centric CRM, which works if you treat ‘new patient enquiry → booked consultation → treatment’ as your conversion path. markoborn.com Affordable and more generic. Considerations: Not dental-specific, so features around treatment tracking, appointment booking, recalls might need add-ons or integrations. Best if: You’re a smaller clinic, you don’t need full practice-management + CRM in one, and you want a clean, intuitive tool for managing new-patient flow rather than legacy patients. 5. Nimble CRM Why it stands out: Mentioned in the context of dental clinics being used for managing patient relationships, automating marketing/sequences, and connecting with other tools. Nimble Considerations: Again generic; may require more customisation/integration to work smoothly for dental-specific workflows. Best if: You already have decent practice-management software and you just need a CRM layer for patient communication + marketing + relationship management. 6. Cliniccards Why it stands out: An operation/dental-clinic management CRM platform (all-in-one) focused on dental centres: scheduling, appointments, financials, KPI tracking. cliniccards.com Considerations: Might be more focussed on the operational/clinic management side than pure CRM for marketing/lead-generation. Check local support, cost, cloud vs on-premises etc. Best if: You’re looking for a combined operations + CRM system for your dental clinic (especially if you have multiple practitioners/specialists). 🔍 My recommendation based on clinic size / focus Clinic size / focus CRM focus My pick Small single-chair clinic Basic patient/contact management + reminders Pipedrive or Nimble Growing clinic wanting more new patients Lead tracking + pipeline + marketing/automation DenGro or HubSpot Multi-site or specialist clinic Full practice-management + CRM + treatments tracking CareStack or Cliniccards ⚠️ Some additional local-market/adoption considerations (for Australia) Ensure the CRM integrates with your existing appointment/­practice-management software (or migrate). Check data-hosting/compliance (especially around patient health data in Australia). Be realistic about staff training and change management — even the best system won’t deliver if people don’t use it. Keep your focus on what you need vs “nice to have”. Sometimes simpler is better. Evaluate cost + ROI: improved conversions, fewer no-shows, better retention → those are tangible benefits to measure.