From chaos to clarity: how the right CRM transforms your patient journey

In this webinar, David will explore how a dental-specific CRM can transform your patient journey from first enquiry to long-term retention.

Attendees will how to automate nurturing, integrate seamlessly with your PMS, and convert more patients using AI-powered insight and real-time communication channels like Whatsapp.

Discover how leading practices are increasing treatment uptake and reducing admin stress through smart, connected systems.

Learning objectives

• Identify bottlenecks in your current patient journey caused by missed follow-ups, poor communication, or disconnected tools
• Implement a high-performing CRM strategy that nurtures leads for 12-18 months with pre-built email journeys and intelligent segmentation
• Use AI-powered lead scoring and sentiment analysis to focus your team’s time on the patients most likely to convert
• Maintain real-time, two-way Whatsapp communication with patients – even after Meta’s 24-hour reply window – to improve response rates and engagement
• Integrate CRM and PMS systems to create seamless workflows from enquiry to chairside, enabling better tracking, reporting, and team alignment.