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CRM for dental clinics

New patients who book, and treatment plans that do not slip

A CRM for dental clinics is an overview of everyone interested in implants, cosmetic dentistry or hygiene visits, from the first message to the scheduled treatment. LeedFox replies to a new patient by SMS and e-mail right away with times for a first consultation, and afterwards keeps track of who has not responded to their treatment plan yet.

Where leads get lost

Nobody answers the phone at the chair. And a patient with a treatment plan never calls back on their own.

The same question again and again: are you taking new patients?

The assistant is at the chair, the front desk is busy with booked patients. Meanwhile more messages come in from people looking for a dentist, and whoever gets no reply writes to the clinic down the street.

The treatment plan went out, the patient is thinking

Nobody decides on an implant or a new crown in the chair. They take their time, compare, and without a reminder they do not come back, even after a consultation with you.

Who called, who got a plan and who booked

Part of it is in the scheduling system, part in e-mail, part on a sticky note at the front desk. Nobody knows exactly how many open treatment plans you have.

How it runs in LeedFox

From the first message to a scheduled treatment

  1. The patient writes through your website or an ad

    A form on the clinic website, a Facebook or Instagram ad, or another system through a webhook is saved in LeedFox as a new patient card.

  2. An SMS and e-mail with times go out right away

    A reply with a link to open times for a first consultation goes out automatically from the clinic mailbox. Meanwhile the front desk keeps looking after the people in the waiting room.

  3. Consultation and treatment plan

    The appointment goes into Google Calendar and the patient gets a reminder before it. After the consultation, build a cost estimate for the treatment plan and send it by e-mail as a PDF.

  4. An overview of open plans

    Every patient has a stage. At a glance you see who got a plan and has not replied yet, who to call and who already has treatment in the calendar.

Deal stages

The stages a self-paying patient goes through from message to treatment

  1. 1New patient
  2. 2Consultation booked
  3. 3Treatment plan given
  4. 4Thinking it over
  5. 5Treatment scheduled

You name the stages your way. This is how businesses in this field set them up most often.

All your leads in one place

From the form on your website, from Facebook and Instagram ads, or from another system through a webhook. Older contacts you import from a CSV file.

SMS and e-mail go out on their own

A new lead gets an SMS and an e-mail right away, from your template. Nothing to keep an eye on.

Your own booking page

Customers pick a time themselves. The meeting goes into Google Calendar, an online call into Google Meet.

Quotes as PDF

Put a quote together in the editor and send it by e-mail as a PDF. It stays saved with the customer.

All your jobs at a glance

Every lead has a card with its history. Drag it between stages and see where things are stuck.

Data in the EU

The database runs in Frankfurt, and the data of each company is kept separate.

Questions

What people ask

What is a CRM for dental clinics?

Software where you keep everyone interested in treatment in one place, with the history of messages, appointments and plans sent. LeedFox also replies to new patients on its own, offers a time for a first consultation and shows you who has not decided on their treatment plan yet.

Does LeedFox keep patient records or handle insurance billing?

No. Clinical records, insurance billing and booking your existing patients stay in your practice management software. LeedFox sits next to it and looks after new inquiries, mainly for treatments patients pay for themselves.

Is LeedFox connected to my current booking system?

No. The LeedFox booking page is for booking a first consultation and saves the time to Google Calendar. If you book patients somewhere else, you need to copy the appointment there by hand.

How does the treatment plan estimate work?

Build the items in the quote editor and send it to the patient by e-mail as a PDF. The estimate stays saved on the patient card, so the front desk knows what it is about when the patient calls.

Where is patient data stored?

In a database in the EU, in Frankfurt. Each clinic's data is kept separate from every other company.

We will show you on your own leads

On the demo we look at where your leads come from and how LeedFox would handle them. We talk about the price there, based on what you will use.

Book a demo