Last updated: 2026-10-12
WhatsApp CRM for dental clinics
In dentistry, the sale rarely closes in the first message. A patient asks for a quote, thinks about it, and needs a follow-up. Without a CRM, those pending treatment plans are forgotten in the phone's chat list.
Track treatment plans, not just chats
Give each patient conversation a value — the treatment quote — and a stage such as Evaluation, Quote sent, Negotiating, Treatment started. The pipeline shows how much revenue is waiting for a decision and which quotes need a call today.
Follow-up that doesn't depend on memory
- Schedule a follow-up when you send a quote, with a reminder for the team.
- Use quick replies for payment options, financing terms and pre-treatment instructions.
- Send a reminder the day before the appointment with a scheduled message.
- Use tags such as Implant, Orthodontics or Whitening to send relevant campaigns later.
After-hours questions
A flow can answer after hours, collect the patient's name and what they need, and leave the conversation ready for the team the next morning — with the patient already qualified.
Frequently asked questions
Can several dentists see only their own patients?
Yes. You can set each person to see only the conversations they own, while the clinic owner sees everything.
Run your WhatsApp sales in one place
Plans from US$ 297 / € 297 per month. Cancel anytime.
See pricing