Dental CRM

Every enquiry that doesn't book is a patient you've already paid to attract. We optimise dental CRM for patient acquisition — so consultations convert, treatment plans get accepted, and lapsed patients come back.

Dental practices are brilliant at clinical care. They're often far less systematic about converting the patients who enquire but don't book, or the consultations that don't proceed to treatment.

Enquiries come through the website — some get called back promptly, others sit in inboxes. Patients attend consultations for implants or Invisalign — some book treatment, others "need to think about it" and are never followed up. Patients who haven't visited in two years — no systematic reactivation.

Your marketing generates interest. Your clinical team delivers excellent care. But in between, there's leakage. CRM plugs the gaps.

The Dental Conversion Gap

Most dental marketing focuses on generating enquiries. Website traffic, new patient calls, consultation requests. But what happens after the enquiry?

Reception is busy. Callbacks happen when there's time. Follow-up on unboooked consultations is inconsistent. High-value treatment plans that weren't accepted get filed and forgotten.

The numbers are stark. If your implant consultations convert at 40%, that means 60% walked away without booking. At £3,000+ per case, every unconverted consultation represents significant lost revenue.

Those patients didn't say no forever. They said not yet. The practice that follows up systematically wins them back.

What Dental CRM Optimisation Covers

Enquiry Management — When someone calls or submits a website form, what happens? Who's responsible? How fast do they hear back? We build systems that capture every enquiry, route it appropriately, and ensure nothing falls through.

Consultation Follow-Up — Patients who attend consultations but don't proceed to treatment. Implants, orthodontics, cosmetic work — high-value treatments with long consideration periods. Structured follow-up that stays helpful, not pushy.

Treatment Plan Nurture — Patients who received a treatment plan but didn't accept. Price concerns, timing issues, anxiety about procedures. Sequences that address objections and keep you present until they're ready.

Lapsed Patient Reactivation — Patients who haven't visited in 12, 18, 24 months. Not lost — just dormant. Systematic reactivation that brings them back before they find another dentist.

Referral Generation — Happy patients are your best marketing. But most practices rely on organic referrals rather than systematically asking. We build referral programmes that generate introductions consistently.

Speed to Enquiry

When someone enquires about dental treatment, they're often contacting multiple practices. The one that responds fastest usually wins the appointment.

This is especially true for:

  • Emergency enquiries — pain doesn't wait
  • High-value treatments — patients comparing options want responsive service
  • Nervous patients — quick response reassures them they'll be looked after

Your systems should enable speed:

  • Instant alerts when enquiries arrive
  • Clear ownership so nothing waits
  • Automatic acknowledgements that confirm responsiveness
  • Mobile access so someone can always respond

High-Value Treatment Nurture

Implants, Invisalign, veneers, full-mouth rehabilitation — these treatments have long consideration periods. Patients research, compare, worry about cost, overcome anxiety. They rarely book immediately.

Effective nurture for high-value treatments:

  • Educational content addressing common concerns
  • Finance option reminders for price-sensitive patients
  • Before/after examples building confidence
  • Gentle check-ins that don't feel like sales pressure
  • Easy rebooking when they're ready to proceed

A patient who didn't book implants in January might be ready in June. If you've stayed present helpfully, they come back to you. If you've gone silent, they start fresh with whoever's visible.

Lapsed Patient Value

Acquiring a new patient costs money — marketing, time, consultation. Reactivating a lapsed patient costs almost nothing and they're already familiar with your practice.

Yet most practices have hundreds of patients who've drifted away. No recall system. No reactivation outreach. They simply disappear until they find another dentist.

We build lapsed patient systems:

  • Identification of patients overdue for check-ups
  • Graduated outreach sequences
  • Re-engagement offers where appropriate
  • Easy rebooking mechanisms
  • Tracking to measure reactivation rates

Multi-Practice Consistency

Dental groups face acquisition challenges that single practices don't.

Different practices often work differently. One site follows up diligently on consultations, another doesn't. One receptionist is excellent at converting calls, another lets them slip. Inconsistency costs patients.

We build consistency across locations:

  • Standardised enquiry handling processes
  • Consistent follow-up sequences
  • Per-practice performance tracking
  • Training and protocols that scale
  • Group visibility with site-level detail

The Reception Reality

Reception teams are busy. Phones ringing, patients arriving, admin piling up. Adding "follow up on last week's implant consultations" to their task list doesn't work — it gets deprioritised when the waiting room fills.

We design for this reality:

  • Automation that handles follow-up without manual work
  • Task queues that surface urgent actions
  • Templates that make communication fast
  • Systems that work around busy periods, not despite them

If it requires reception to remember and find time, it won't happen consistently.

Connecting Marketing to Booked Treatment

Your marketing generates enquiries. But which marketing generates patients who actually book treatment?

Most practices can't connect the dots. They know the phone rang. They know they did some implant cases. But which campaigns generated patients who converted? Which channels deliver patients who accept treatment plans?

We build attribution that shows real performance:

  • Source tracking from first enquiry to booked treatment
  • Conversion rates by channel and treatment type
  • Cost per booked patient, not just cost per enquiry
  • Data that helps you invest in marketing that actually delivers revenue

Treatment Acceptance Tracking

How many treatment plans does your practice present each month? How many get accepted? What's your acceptance rate by treatment type, by clinician, by value band?

Most practices can't answer these questions. Treatment plans go out; some get accepted; there's no systematic view.

We build visibility on treatment acceptance:

  • Plans presented vs plans accepted
  • Acceptance rates by treatment category
  • Follow-up status on pending plans
  • Revenue in unconverted plans (your opportunity pipeline)
  • Trends over time

Who This Is For

Dental practices who want to convert more enquiries into booked patients. Multi-practice groups needing consistent acquisition processes. Practices offering high-value treatments with long consideration periods. Teams whose marketing generates interest but conversion leaks.

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