Contact Management


Keep a single shared customer profile, company-wide.

Deal Pipeline


Get your finger on the pulse with graphs and charts detailing sales and forecasts.

Marketing Automation


Track conversions end to end with with personalized email, direct mail, voice and print using a personalized touch.

Get Mobile


Works on any device – just fire up your mobile browser, no app required. Mobile bookmark DentistCRM for quick access.

Companies & Contacts

It's easy to track leads and accounts in either B2B or B2C, whether you are in products or services, DentistCRM easily tracks everything from the Company or Contact level. CRMPRO provides quick access to all critical account data, including key contacts, communication history, shared documents, partners in the account, and more. And get a complete picture of every contact, from social insights to campaign history to opportunities.

Deals & Sales Pipeline

Our deal tracking tool and sales pipeline dashboard gives you a current, comprehensive view of all your sales activities. Know where every customer is in the sales cycle, deal size, contact history, even competitor information to help craft more effective CRM messaging. Reports & Dashboards provide an easy, accurate read of everything happening.

Calls & Voice

DentistCRM has powerful call tracking and call scheduling and automation features that sets it apart from the rest. Most other CRM systems do not have powerful call scripting; follow up, scheduling and call reporting with detailed call center features. Our VoiceCRM product is powered by the latest WebRTC technology, which lets you call any US phone number with just a click. Go ahead and try the Voice calling today.


Forms are question and answer surveys. Forms can also be call scripts where data can be answered and inputted by your sales or support staff. You can also distribute the forms to clients through a URL to a webpage to get customer feedback. Form and survey creation is easy with our form builder, creating "Wizard Forms" - multi-page forms that are easy to follow and complete. Once the form is completed, you will be given a web link to the form that you may distribute.


Our reporting features allow you to gauge the effectiveness of your software solution and how well your sales staff is completing the sales cycle. You can also run reports that track system usage for each of your team members, allowing you to see where additional training is needed or extra customization in the application so that your team can use the tool more efficiently and easily as it pertains to your normal business operation.

Marketing Campaigns

You can develop targeted marketing campaigns based on customer profile and history. Execute email campaigns around time-sensitive promotions and opportunities with unlimited email. Track marketing in real-time, focus and improve the quality of your lead generation. Print, SMS, calling and email campaigns are all included. Utilize our Promotions feature to track loyalty and give customers benefits.

Task & Event Tracking

Tracking tasks, issues, and sales gives you complete visibility into the time you and your team members are spending on any given Deal or Issue. Brings tasks into DentistCRM enables teamwork to better close deals and issues together. Management gets the visibility they need into quality, satisfaction and responsiveness, team members are more organized, from beginning to end, in closing business and managing customer support.

Import & Export

DentistCRM can import and export data like any other program, so whether you use Excel or have an old ACT database to convert, it is easy to use our simple Importing feature to bring in your new information. Doing something complex, like importing custom relational data such as It's easy to migrate even enterprise systems, CRMPRO can handle more than just importing your old Excel worksheets. Of course you can export anytime from CRMPRO, simply designate the kind of file format and delimiter or native Excel or other formats are supported.

Print & SMS

DentistCRM supports direct mail and mail merge campaigns using our advanced Microsoft Word integration, which lets you create custom Word templates and then do mass mailings or direct mail campaigns using the data in the CRM that gets merged with your Word templates. Want to extend your campaigns to SMS or need to send out messages to groups using SMS? It's easy with CRMPRO with SMS marketing campaigns options.

Alerts & Reminders

DentistCRM can alert you of upcoming meetings and events either by email, SMS, or screen pop-ups. You can set alerts in many different ways and using different action rules, such as when new data is entered, edited, or deleted, your team members can get instant alerts and updates from the CRM. Using our rules-based alerts system can keep managers and salespeople abreast of the latest happenings in the system. Other powerful alerts and reminders, such as task ticklers or calendar reminders can alert you, the team, and even external contacts with the latest information.

Mobile iOS & Android

DentistCRM works great on phones and tablets straight out of the box. All you need to do is fire up your browser and go, with no app to download. CRMPRO works great on tablets, too. Make it easy by adding a mobile bookmark or shortcut and you will always be able to access the CRM from anywhere on any device.

Group Calendar

DentistCRM group calendar is a great way to manage and see your schedule and your employees' daily, week, and monthly scheduled activities and customer meetings, calls, and everything else. You can track upcoming events, set reminders, create tasks and enter notes, attach files to calendar activities, associate calendar entries with one or more contacts and assign tasks to one or more co-workers.


With point-and-click convenience, our powerful document management and doc storage is a safe, secure place to centralize your electronic document assets. Your team can then quickly access contracts, sales and marketing literature, standardized forms, software, or any other type of file instantly from anywhere in the world.

Backup & Security

DentistCRM lets you export data anytime and you can always get a complete snapshot of all of your data anytime. Professional edition customers also have the 1-click convenience of a total backup function, which zips up all the data in your CRM in one easy file. We also have a 1-click backup feature for the document repository, so all of your important files and documents can be downloaded and backed up in one easy step. CRMPRO also utilizes industry standard military-grade 128-bit SSL encryption and also has the most secure data centers in the world.

Customer Support

Streamline organization-wide Customer Support process and enable a better integration between Sales & Customer Support processes in a single integrated system. Integration between Sales and Post-sales support management helps organizations in resolving the customer-reported cases in less time thereby enhancing the customer satisfaction, cross-selling and up-selling opportunities in the future.