Answer Details

I appreciate your question, but I want to flag something upfront: this doesn't seem related to your work at Cake or your usual scope. If you're researching this for a personal reason, partnership opportunity, or testing a different market vertical, I'm happy to help—but want to make sure I'm giving you what you actually need. That said, here's a quick overview: Executive Summary Dental clinics need CRMs that handle patient relationship management, appointment scheduling, treatment plans, and recall systems. The best options blend practice management software with CRM features, rather than using general business CRMs. Top Options Purpose-built dental platforms: Dentrix Ascend – Cloud-based, strong for multi-location practices, integrates scheduling + patient comms Curve Hero – Modern UX, good for patient engagement and automated follow-ups Weave – Strong on patient communication (SMS, calls, reviews), integrates with most practice management systems Solutionreach – Patient engagement focus, automated recalls and reputation management General CRMs adapted for healthcare: HubSpot (with healthcare workflows) – If they want marketing automation + CRM in one Salesforce Health Cloud – Overkill for most small clinics, but scales well Key Buying Criteria HIPAA compliance (non-negotiable) Integration with existing practice management software (e.g., Dentrix, Eaglesoft) Appointment reminders and recall automation Patient communication tools (SMS, email, review requests) Reporting on patient lifetime value and treatment acceptance rates Next Steps Let me know if you need: A comparison table of these tools Use case scenarios for a specific clinic size Context on why you're looking into this Otherwise, I'm ready to jump back into Cake-related work whenever you are.