10 Best CRMs for Orthodontics

In the orthodontics industry, where building lasting trust and relationships is key, having the right Customer Relationship Management (CRM) tools can give you a competitive edge. Here, we will share our top 10 CRM tools that are uniquely suitable for orthodontic practices, empowering you to better engage with your patients and streamline your front office operations. Two of these are Podium tools that have been tailored to fulfill the specific needs of local businesses.

1. Salesforce

Salesforce is a leading CRM tool widely recognized across industries for its powerful features. It offers robust patient management capabilities, a user-friendly interface, and customizable dashboards that can aid orthodontic practices in tracking patient interactions, managing appointments, and handling billing issues.

We recommend Salesforce for its comprehensive reporting and sales forecasting tools that can help orthodontists understand patient patterns better and devise effective marketing strategies.

2. Podium Webchat

If you’re looking to modernize your patient interactions, consider Podium Webchat. Built for convenience, Webchat enables patients to make inquiries, schedule appointments, and get reminders directly from their mobile devices, creating a seamless communication experience.

In the competitive field of orthodontics, customer convenience can be a game-changer. Webchat makes it easy for potential patients to reach out, reducing barriers to booking appointments and helping you grow your patient base.

3. Zoho

With its wide range of capabilities, Zoho has beneficial features for the orthodontics industry. It offers modules for contact management, lead generation, vendor management, and comprehensive analytics reports.

We appreciate Zoho for its automation capabilities which can effectively streamline administrative tasks in an orthodontic practice, freeing up more time for patient care.

4. Freshsales

Freshsales is another excellent CRM tool that provides features like email tracking, direct calls, and overall sales management which can be particularly useful in following up on potential leads in the orthodontic industry.

We recommend Freshsales for its easy interface and robust lead scoring system that allows your practice to prioritize follow-up with potential patients.

5. Hubspot

Hubspot offers an excellent CRM tool that can integrate with your website, email system, and social media platforms, providing a holistic view of your patient interactions.

We love Hubspot for its marketing automation and content management that helps practices deliver personalized content and run efficient email campaigns.

6. Pipedrive

Pipedrive is a sales-focused CRM, excellent for orthodontics businesses aiming to convert leads into loyal patients. It includes features like sales forecasting and reminders that can keep your practice on track.

We recommend Pipedrive for its simple user interface and customizable pipeline stages that allow you to track and streamline patient acquisition.

7. ActiveCampaign

CRMs like ActiveCampaign can be a powerful marketing tool, allowing practices to segment contacts and develop personalized marketing campaigns based on patient behavior.

We recommend ActiveCampaign for its ability to handle complex marketing automation, allowing practices to nurture patient relationships effectively.

8. Insightly

Insightly is a flexible CRM tool that offers project management features along with its CRM capabilities. Its ability to visualize pipelines and manage complex workflows makes it suitable for the orthodontics industry.

We appreciate Insightly for its unified view of customer interaction history which can aid in providing personalized care to patients.

9. Copper

Copper is a modern CRM tool that prides itself on its simplicity. It can manage patient interactions, track leads, and integrate well with other tools like Gmail and Google Docs.

We recommend Copper for its integrations that offer easy access to patient data and ensure comprehensive follow-up.

10. Podium Inbox

Finally, we have Podium Inbox. More than just a CRM tool, Inbox allows you to manage all your customer messages from various platforms in one place. It’s perfect for managing patient inquiries and discussions regarding treatment plans.

An added advantage of Inbox is its shared inbox feature that fosters team collaboration. It also provides actionable insights on messaging performance to help you drive more effective patient engagement.

Get Started

Choosing the right CRM tool for your orthodontic practice depends on your specific needs, but all the aforementioned tools can undoubtedly improve your patient engagement, boost office productivity, and provide a better overall patient experience. Here at Podium, we understand the unique demands of local businesses in the healthcare sector and are committed to providing tools that help you better interact with your patients and manage your online reputation. Try Podium today.