Software for dentists
Custom CRM for dentists
Dental practices know this one well: calls go unanswered while the front desk is checking someone in. The custom CRM handles it for you, between chair time, recalls and treatment plans. A pipeline for your leads and deals, with follow-up reminders and only the fields you use.
Why dental practices ask for this
Calls go unanswered while the front desk is checking someone in. Nobody at a family dental office with three hygienists and a busy front desk signed up for that part of the job, and the custom CRM handles it.
What it looks like in practice
Picture a family dental office with three hygienists and a busy front desk. Every new lead appears in your own pipeline with its source. Each morning you see who needs a follow-up today. Moving a deal to the next stage sets the next reminder.
How it works for dentists
Once the custom CRM is running for a family dental office with three hygienists and a busy front desk, this is the sequence.
- We map your stages and the details you track.
- I build a simple pipeline with search and notes.
- Lead sources feed in automatically.
- Follow-up reminders are built in.
- You get it deployed and own the data.
Tools it connects to
You keep working in Jotform and Gmail. The custom CRM sits alongside, built with Next.js, Supabase and n8n.
Questions from dental practices
Does the custom CRM work with Jotform?
Often, yes. Before building the custom CRM I check your Jotform account and plan, because some features depend on API access. If there's a gap for your dental setup, you'll know before you pay anything.
How is patient data handled?
For the custom CRM, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
How long does it take to set up for dental practices?
Plan on 3 to 5 weeks from the day I get access to your accounts. Most of that is testing with your real appointments and messages, so nothing goes live until it behaves the way you want.
Want this for your dental business?
Tell me how your dental business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built