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If you're running a dental clinic and looking for a CRM tool (or a CRM‐centric system) to manage patient relations, enquiries, treatment journeys, follow-ups, marketing and more — here are key criteria you should check + top CRM options suited for dental practices (including some that are more generic but highly usable). Then you can pick what fits your clinic in Delhi/India size & budget. ✅ What to look for in a CRM for a dental clinic Here are features and considerations specific to dental clinics: Lead / enquiry tracking: Know when a prospective patient contacted you, via which channel, who followed up, what was the outcome. markoborn.com+2LeadSquared+2 Appointment scheduling, reminders & no‐show management: Automated reminders (SMS/WhatsApp/email) reduce no-shows and free up staff time. LeadSquared+1 Capture treatment journey: From inquiry → consultation → treatment started/completed → follow up/recall. A dental-specific workflow is helpful. DenGro+1 Marketing / communication automation: Email/SMS/WhatsApp campaigns for recalls, special offers, birthday follow-ups, referral tracking. LeadSquared+1 Integration with Practice Management Software (PMS) / patient records: To avoid duplicate data, ensure seamless flow from CRM enquiry → patient becomes patient in PMS. DenGro Analytics & reporting: Conversion rates (lead to consultation, consultation to treatment), source of leads, revenue per channel, staff performance. DenGro+1 Compliance & data security: Especially if storing patient / health data. For example HIPAA or equivalent local regulation. HubSpot Blog+1 Usability & cost: The team should adopt it easily; cost should align with your size (solo dentist vs multi-chair clinic vs chain). Some tools built for dental will have extra cost. markoborn.com 🏆 Top CRM / CRM‐friendly tools for dental clinics Here are some of the better options—with pros/cons and suitability. 1. DenGro Also styled “Dengro” by some sources. Designed specifically for dental practices. DenGro Why it stands out: Tracks leads/enquiries, knows conversion rates, has pipeline & revenue-view, automations, integrates with some PMS (e.g., Exact, Dentally, Aerona) so less duplication. DenGro Considerations: It may be more UK/Europe-centred (pricing, currency) so need to check support/localisation for India (timezones, local languages, local SMS gateways). Best for: Clinics looking for a dental-specific CRM (not generic) and willing to have some setup/investment. 2. LeadSquared (Dental CRM Module) They promote a “CRM for dental practice clinics”. LeadSquared Why: Strong in lead capture from multiple channels (web forms, ads), automation for appointment follow up, referral tracking, detailed analytics. Also emphasises compliance/security. LeadSquared Considerations: More generic marketing/CRM platform with a dental vertical; may require more customisation. Best for: Clinics with medium size, maybe more growth-oriented, wanting marketing + CRM + automation in one. 3. HubSpot CRM Though not dental‐specific, cited as “top choice for dental practices” in one article. HubSpot Blog Why: Strong platform, lots of integrations, good automation, can scale. Considerations: Generic tool means you may need to customise workflows for dental, and cost can escalate. Some dental-specific features (treatment plan tracking etc) might be missing or require add-ons. Best for: Clinics that have robust marketing, multiple services, want broad CRM + marketing ecosystem and can invest time in setup. 4. Boxly AI-powered CRM built “for dental practices”. boxly.ai Why: Focused lead capture, automated follow‐ups, specifically for dental lead management. Considerations: May focus more on the leads side rather than full patient lifecycle (consultation → treatment → recall) so check if it covers all your workflow. Best for: Clinics heavily lead/acquisition-oriented, wanting to optimise the front end (inquiry → conversion) rather than full lifecycle yet. 5. mountstride CRM (Dental CRM) A dental CRM system with features for clinics (UK-based). mountstride Why: Simple, easy to use, free/low cost plan for smaller clinics, good for basic workflows (leads → follow up → appointment). Considerations: May be less full-feature than major players, maybe fewer integrations; localisation for India might need checking. Best for: Smaller clinics, budget constrained, starting CRM usage and want simple workflow. 🎯 My Recommendation for Dental Clinics in India Since you are in Delhi (India), here are some tailored pointers: Check localisation: Does the CRM support Indian currency, SMS gateways (for Delhi/NCR), regional languages (Hindi/English), tax/regulation norms, local payment gateways if you integrate billing. Check integration with your Practice Management Software (PMS): Many dental clinics have a PMS for chair scheduling, treatment planning, imaging, billing. If CRM doesn’t integrate, you’ll face duplication. Consider size of your clinic: Single‐chair or 1-2 dentists: A simpler / lower cost CRM might suffice (mountstride, Boxly, even generic CRMs). Multi-chair/multi-location: Better to go for a more robust CRM (DenGro or LeadSquared) with strong analytics and workflows. Budget: Some dental-specific CRMs will cost more; ensure ROI (e.g., fewer no-shows, higher conversion of enquiries to treatments) before committing. Training & adoption: The biggest bottleneck is often staff adoption. Choose a CRM with good onboarding/training especially for your front office staff. Data security & compliance: Ensure that patient data is stored securely, especially given health data sensitivity in India (though Indian laws may differ from HIPAA, still important). Start with a pilot: Try a free/trial version, map your current workflow (inquiry → booking → treatment → recall) and see how the CRM supports it, adapt your workflow if needed. If you like, I can compare 5-10 CRM tools side by side, including pricing (India-specific if available), features, pros/cons tailored for dental clinics in India, and highlight which ones can integrate with Indian insurer/payment gateways. Would that be helpful?