12 Best CRMs For Dentists - Switch On Business

The table below shows a quick price comparison of all the Dentists CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$325	30 day
Zoho CRM	$20	15 day
Pipedrive	$24	14 day
Thryv	$199	14 day
ClickUp	Free plan available then $7	No trial available
LeadSquared	Not stated	No trial available
Creatio	Not stated	14 day
Espo CRM	Not stated	30 days
Mountstride	Not stated	No trial available
Zubok CRM	Free plan available	Free plan available
Triare	Not stated	No trial available
Practice by Numbers	Not stated	No trial available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

Sections

1. Salesforce

They claim to offer a Health Cloud that is built on the world’s number one CRM that provides solutions for healthcare providers.
It is designed to bring together clinical and nonclinical data in one place to provide intelligence across your organization with a single view of patients.
The CRM enables you to automate your processes and streamline your operations to save time.
It provides personalized engagement to allow you to send communications tailored to your patients.
They also provide smart patient management to manage your patients and their records effectively.
The CRM can help streamline referrals and aid with self-service for appointment booking.
The software is compliant and ready to use out of the box with rapid deployment.
It can integrate with thousands of apps to get the most out of the software.
You can access real-time information about your patients to get the most out of the software.
A 30-day free trial is available to allow you to explore what they offer.

Website: https://www.salesforce.com/healthcare-life-sciences/health-cloud/

2. Zoho

They offer scheduling software for dentists that assists you with managing your patients.
The software stores all your patient information including contact details, appointments, preferences and notes.
It allows you to create a customizable booking page for your website so patients can self-schedule.
They can manage and track rescheduling and cancellations to help maximize appointments.
Dentists can synchronize their calendars with the software and define their working schedules.
They offer a patient database that allows them to book appointments, access their history and synchronize their personal contacts.
The software can grow with your business and can cater for multiple clinics.
You can send email and text reminders to prevent no-shows.
The software is mobile optimized so you can access it wherever you are.
They offer a 15-day free trial of the software so you can learn more about it.

Website: https://www.zoho.com/bookings/industries/healthcare/dentists.html

3. Pipedrive

Offers a healthcare CRM to assist you in managing your patient relationships.
It can help you to personalize messaging, improve follow-up care and boost customer satisfaction.
You can automate marketing and streamline your administrative tasks to free up time for other duties.
It can help you to optimize your patient care and patient management to improve your customer experience.
The CRM can store patients’ details, history, preferences, interactions and patient notes.
It enables you to send email and SMS messages to communicate information to patients including reminders.
You can segment your data to enable you to target your patients better and analyze your client base.
It can help you in tracking your activity to stay on top of your schedules including follow-up and outreach activities.
The CRM can be integrated with other tools to extend its functionality.
They offer a 14-day free trial of the CRM so you can try it before committing.

Website: https://www.pipedrive.com/en/blog/healthcare-crm

4. Thryv

They offer all-in-one software that has been built for dental practices to manage their patients.
It can store all your patient records including contact details, medications, allergies, emergency contact information, special care instructions and documents.
It enables you to create custom records for patients so you can deliver a personalized service.
They provide an online appointment booking system that schedules, reschedules and cancels appointments.
You can set up automated communications and reminders by email and text which can aid with follow-up activities.
The software is safe and secure to hold patient data and documents as well as allow you to share them and get digital signatures.
The CRM can be tailored to meet your needs with customizable fields.
You can get valuable insight from the CRM to help understand your patients.
It can be integrated with the apps you use regularly for seamless integration.
A 14-day free trial of the software and a demo to let you see what it can offer.

Website: https://www.thryv.com/industries/dental-practice-software/

5. ClickUp

Offers CRM software that caters for dentists and helps you organize your patients and communications on a single platform.
They provide a user-friendly interface with powerful features to support dentists.
It can manage your patients’ appointments and track treatment plans.
They offer scheduling capabilities which can send out automated reminders to patients to reduce no-shows.
It can manage your patient relationships by creating profiles and tracking treatment history and preferences to personalize care.
The CRM facilitates follow-up communication that includes post-treatment care to create longer lasting relationships.
You can create treatment plans and monitor the progress of the treatment and the outcomes.
It can also support inventory management, billing and invoicing to help you manage all aspects of your processes.
They offer performance dashboards to assist with analyzing your customer insights and monitoring performance.
It can also collect reviews and patient feedback to allow you to understand patient satisfaction and identify areas for improvement.
They offer a free plan for personal use only which can be used to trial the CRM.

Website: https://clickup.com/features/crm/dentists

6. LeadSquared

They offer an end-to-end CRM for dental practice management.
The CRM is HIPAA compliant to assist you in managing your patients in a compliant manner.
It can help you streamline your processes and automate your tasks to reduce administrative tasks and make efficiencies.
You can automate appointment booking and follow-ups including reminders.
It can personalize your communications with patients across a range of channels.
The CRM can assist you in managing your appointments effectively.
It can help you to create web forms to collect data and track your referrals.
You can send emails and texts to engage and inform your patients and assist them in making the right decisions for their health.
They provide a large number of standard reports to assist you in monitoring your performance and patients.
You can book a demo of the CRM to find out what it offers.

Website: https://www.leadsquared.com/healthcare/crm-for-dental-practices/

7. Creatio

Offers healthcare CRM software that helps to deliver accurate and more timely customer service.
It enables you to follow the best customer management processes and manage your patient data effectively.
They provide a medical portal to aid patients in creating and tracking appointments.
You can also store all your patient information and build better relationships through understanding them better.
It allows you to assess the status of all your patients and identify any issues that need resolving or when patients need recalling.
You can streamline your operations by reducing admin time and increasing efficiency.
The CRM allows you to monitor new referrals and help you to convert them into patients.
It helps your teams to collaborate more effectively by sharing patient data securely.
They provide a range of reports and metrics to allow you to analyze your practice’s performance and patients.
Offers a 14-day free trial of their CRM.

Website: https://www.creatio.com/crm-healthcare

8. Espo CRM

They offer a CRM that is free for dentists and can aid with administration tasks and communications.
It is designed to manage patients, appointments and payments through a centralized database.
The CRM can store contacts, accounts and leads in a single database as well as track all your interactions by email, calls, appointments and tasks.
You can automate your marketing to speed up responses with auto-reply templates and setting up automatic replies based on specific conditions.
It can synchronize your contact records with Google and Outlook Contacts.
The CRM can store documents such as patient tests, prescriptions, insurance and more which you can categorize to easily find them.
It enables you to send and receive emails directly in the CRM and you can add auto-responses with workflows.
You can choose between self-hosted and cloud-hosted options to meet your needs.
They provide valuable analytical insights about your performance that can improve your marketing strategies.
You can book a demo or sign up for a 30-day free trial of the CRM.

Website: https://www.espocrm.com/solutions/crm-for-dentists/

9. Mountstride

Offers a dental CRM that enables you to control every lead and turn them into sales.
It provides a single place to store all your contact information from enquiry to appointment then on to follow up.
The CRM can streamline your processes to free up your staff time to do other tasks.
It can help you to tailor content specific to your prospective patients’ needs.
The data can be shared within your practice between colleagues who see the patient or handle their inquiries to provide a better service.
You can create tailored alerts to ensure patients are dealt with promptly and payments are received.
The CRM can be integrated into your marketing campaigns to collect leads from your online forms and activities.
It can assist you in sending targeted marketing to improve follow-up and treatment programs.
Their CRM is designed to be easy to use with an instinctive interface and flexible system.
They offer a demo of the CRM so you can see for yourself what it can do and its features.

Website: https://www.mountstride.com/industries/dental/

10. Zubok CRM

They claim to offer the best free software for dentists to boost dental practices.
It is designed to make patient record-keeping easy with free dental practice management software.
The software is an easy-to-use system with advanced features to help manage various aspects of your dental practice.
It provides a database of patients and doctors and it can manage your calendars by office.
You can set up your services and prices so that they can be used in receipts and reports.
The software stores all your patient data enabling you to search, review their history, store documents and images.
You can run reports which include the income for the day and the number of appointments per dentist.
It is a cloud-based system that can be accessed using a mobile app.
You can access 24/7 online technical support as a customer of the software.
They offer a free plan for practices with up to five employees.

Website: https://zubok-crm.com/us

11. Triare

They offer tailored dental management software solutions to support dental practices in improving their operations.
They will work with you to develop a custom CRM to meet your needs and resolve your pain points.
You can choose an on-premise or cloud-based infrastructure which will be deployed after being tested and approved.
It can help you to increase your efficiency and streamline your operations.
The software brings together all your patient data and can process your digital forms.
It can assist with handling your schedules and keeping track of appointments.
The CRM can aid with tailoring your marketing to help convert leads into patients.
You can segment your clients and identify needs or preferences to better target your marketing.
It can be integrated with your existing platforms to create the most effective system.
You can access reporting facilities to see what is happening in your practice and have an overview of all your patients.

Website: https://triare.net/insights/dental-crm-software/

12. Practice by Numbers

Offers a CRM for dental practices that can optimize and support your patient care journey.
It is designed to streamline your communication to improve patient experiences.
You can personalize your communications to aid you in delivering the best service to your patients with each interaction.
The CRM enables you to automate your reminders, communications and other outreach activities.
It can streamline your paperwork, appointments and tasks so you can focus on your patient care.
They also provide two-way texting and call visibility to improve communications.
You can create tailored campaigns with specific criteria to reach custom groups of patients that you want to target.
It can aid with follow-ups including recalls, cancellations, post-operative instructions, birthday and holiday wishes.
The CRM is HIPAA compliant to keep your patient data safe.
They offer a demo so you can learn more about the CRM.

Website: https://www.practicenumbers.com/crm/