Your systems stay. The follow-up gap goes.
We don't ask your team to adopt new software. During setup, the service connects around three things you already have: where leads come from, how consultations get scheduled, and where patient records live.
Lead sources — connected at setup
Website forms, campaign landing pages, call tracking, and a website chat widget are wired in during Week 2 of onboarding so every inquiry enters the system the moment it exists — and missed calls trigger an instant text-back. New sources can be added any time.
Scheduling — your workflow, unchanged
Leads book into a consultation calendar with automated confirmations and reminders — or, if you prefer front-desk control, the system collects preferred times and hands off warm. Either way, no-show protection is built in.
PMS & CRM — systems of record respected
The service works alongside practice-management systems (Dentrix, Open Dental, Eaglesoft, Curve and others) and marketing CRMs. Conversation logs and reports export cleanly, so your records stay complete.
An honest note about "integrations"
Plenty of vendors show a wall of logos that really means "we have a Zapier account." We'd rather be specific: during your consultation, tell us your exact stack — lead sources, scheduler, PMS, CRM — and we'll map precisely how each connection works for your practice before you commit. If something in your stack doesn't connect cleanly, you'll hear that from us first.
Typical setup, system by system
A notification forward or webhook from your existing forms — usually a 15-minute change by whoever manages your site. No redesign needed.
Missed-call and after-hours events forward into the system so a text follow-up starts even when nobody could answer the phone.
A small chat widget on your site starts the conversation and continues it by SMS — so visitors who close the tab don't disappear. Installed during setup with your approval.
A dedicated implant-consultation booking type with your availability rules, or a structured handoff to your front desk with the lead's context attached.
Dashboard access for your team plus a monthly report. Conversation logs are exportable if you want them in your CRM or PMS documentation.
Tell us your stack — we'll map the connections
Bring your lead sources, scheduler, and PMS to a consultation and leave with a concrete integration plan, before you spend a dollar.