CRM
Build Stronger Relationships at Scale
Manage and nurture leads with a powerful CRM built to simplify your sales process. Keep track of every customer interaction, automate follow-ups, and never miss an opportunity to close a deal.
Engage with Impact
Forge meaningful connections through 2-way SMS and email marketing. Elevate engagement with personalized communication that resonates. Connect instantly through webchat.
Integrated Voice Calls
Add a personal touch through voice calls. Stay connected, relay important information, and create lasting bonds.
Seamless Appointment Scheduling
Enhance client experiences with seamless online appointment scheduling. Cater to your clients' needs while saving your valuable time.
Seamless Online Payments
Facilitate hassle-free transactions with integrated online payment with your stripe account.
Messaging
Connect with customers easily through text message and other channels.
Customer Reviews
You can drive more reviews and website traffic from your customers.
Choose the Right CRM Plan for You
No commitments. No hidden fees.
Inclusions...
- Contact Management
- Appointment Calendar
- Pipeline (Leads/Patients)
- SMS & Email Templates
- Manual Tagging
- Conversation Inbox
- Missed Call Text-Back
- Stripe Payment Integration
- Basic Dashboard
recommended
Everything in Starter Plus...
- Funnel & Website Builder
- Forms & Surveys
- Lead Capture Automation
- Social Media Planner
- Email/SMS Campaigns
- Review Request Workflow
- Smart List Segmentation
- Calendar Embeds
- Booking Notifications
Everything in Marketing Pro Plus...
- AI Voice Bot for Appointment Booking
- Conditional Logic in Workflows
- Custom Dashboards
- Smart Alerts (e.g., no-show, inactive)
- Birthday/Recall Campaigns
- Workflow Templates
- Advanced Triggers
- Lead Score Tracking
- Team Access Control
What the Doctor Gets...
- Patient database
- Online booking calendar
- SMS/email reminders
- Missed call text-back
- Payment link setup
- New inquiry alerts
- Dashboard with totals
- Booking confirmation messages
- Simple intake form
recommended
Everything in Appointment Ready Plus...
- Website contact forms
- Lead funnel setup
- No-show recovery SMS
- Google review booster
- Email follow-ups
- New service promotion campaign
- Monthly performance email
- Internal notes & tasks
- Personalized follow-ups
Everything in Clinic Growth Kit Plus...
- AI voice receptionist
- Auto-reminders & birthday greetings
- Smart reactivation of old patients
- Missed call + AI follow-up
- Monthly summary report
- Pre-set automation flows
- Staff performance tracking
- Multi-location dashboard
- Personalized recall logic
Membership & services...
- CRM
- Manage Contacts
- Appointments
- Two way SMS
- Products & Services
- Online Payments with Stripe
recommended
Everything in Digital Boost plan plus...
- Virtual CRM Assistant
- WebChat Assistant
- Digital Marketing Assistant
- Book Appointments
- Workflow Automation
- Payment Reminders
Everything in Virtual plan plus...
- Sync Contacts
- Sync Appointments
- WebChat
- SMS Reminders
- Waiting List - Management
- Workflow Automation
Digital Boost Plan
$99
MONTHLY
Membership & services...
- CRM
- Manage Contacts
- Appointments
- Two way SMS
- Products & Services
- Online Payments with Stripe
Virtual Velocity Plan
$799
MONTHLY
Everything in Digital Boost plan plus...
- Virtual CRM Assistant
- WebChat Assistant
- Digital Marketing Assistant
- Book Appointments
- Workflow Automation
- Payment Reminders
CX10 Dentrix Plan
$399
MONTHLY
Everything in Digital Boost plan plus...
- Sync Contacts
- Sync Appointments
- WebChat
- SMS Reminders
- Waiting List - Management
- Workflow Automation
* Pay-per-use rates for SMS & Call
Ready to Grow?
Let’s Start with a Free Strategy Call.
Let us audit your current digital presence and show you where compliant growth is possible. No pressure. No long-term commitment.
