Capture
Organize website inquiries and contact details in a shared record.
SMILEVOLVE PLATFORM / CRM & COMMUNICATIONS
Dental CRM & Patient Inquiry Management.
Bring marketing inquiries and conversations into one organized workspace so your team can track the next step without juggling disconnected channels.
CRM AI · VIDEO WALKTHROUGH
See CRM AI in action.
Explore the contact management and sales workflow experience in this vendor-provided product demonstration. Some capabilities shown may require CRM AI Pro or additional setup; Smilevolve memberships include CRM AI Standard.
Product demonstration · 2 minutes 10 seconds · Feature availability varies by edition and configuration.
CRM AI · BUILT AROUND YOUR PRACTICE
Every inquiry has a history. Every next step has a place.
Bring contact profiles, sales activity, tasks and opportunities into one workspace. CRM AI Standard includes an AI Sales Assistant for supported meeting-based record updates and questions about CRM data. Advanced meeting analysis and coaching require CRM AI Pro, which is not included in Smilevolve’s listed software memberships.
THE EVERYDAY WORKFLOW
From first inquiry to organized follow-up.
Coordinate
Review the timeline, assign tasks and manage opportunities in a visual pipeline.
Follow through
Use the AI Sales Assistant for supported CRM updates and questions about existing activity.
Marketing CRM is not a clinical patient record system. Keep protected health information within appropriately authorized systems and workflows.
THE CHALLENGE
Designed for the way dental specialists work.
New leads can become difficult to manage when inquiries arrive through multiple marketing and communication channels.
WHAT IT HELPS YOU DO
- Centralized contact and inquiry records
- Conversation tracking and team follow-up workflows
- Supported email and SMS communications
IN PRACTICE
A practical specialty dental workflow.
ILLUSTRATIVE WORKFLOW
An orthodontic consultation inquiry enters the CRM. Staff can review the contact record, see previous interactions and manage the next follow-up step.
Example only. Actual capabilities depend on configuration, connected channels and staff review. Do not enter patient health information into marketing tools unless appropriate privacy safeguards and agreements are in place.
PACKAGE FIT
Find the right configuration.
Essential, Growth and Complete; communication usage may vary.
VIEW PACKAGESWORKS ALONGSIDE
Marketing Automation
Connect related marketing capabilities to build a more consistent practice growth workflow.
Explore Marketing Automation →See how CRM & Communications fits your practice.
Explore Smilevolve packages or discuss your goals with our team.
Connect CRM records with Conversations AI.
Conversations AI is a distinct program for supported chat, SMS, social messaging and Premium voice engagement. CRM AI manages contact records and sales workflows.
EXPLORE CONVERSATIONS AIPRACTICAL IMPLEMENTATION
How CRM and communications supports a specialist practice
Keep marketing inquiries organized by source, status and next action so front-office staff can see which conversations need attention. The practice should reconcile consultations and patient records in its authorized clinical systems.
Capabilities and channels depend on the selected package, configuration and third-party services. Confirm availability, consent requirements and responsibilities before enabling a workflow.
See marketing automation, orthodontic marketing, oral surgery marketing and platform packages.