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CRM for dental clinic

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Quick transition.
What do you want to do now?

If you want to get acquainted with the program, the fastest way is to first watch the full video, and then download the free demo version and work with it yourself. If necessary, request a presentation from technical support or read the instructions.



CRM for dental clinic - Program screenshot

For the effective development of activities in the field of dentistry, a high-quality accounting of the client base is required, in the form of CRM for a dental clinic. Previously, all data was created and maintained manually, which led to incorrect information, loss of information, took a long time to fill out, but automated CRM for accounting for a dental clinic solved all problems and downtime. Firstly, CRM for accounting in dental clinics is convenient, secondly, quickly, and thirdly, with high quality. The data will be conveniently classified, and you will not have to re-enter information, taking up the time of your customers and employees, raising the status and income. Clients, the main income in any field of activity and competent control, and accounting for relevant data, are one of the fundamental success. There is a large selection of different programs on the market for accounting and maintaining a CRM database in dental clinics, all of them differ in their external and functional parameters, in price ratio, quality and terms of use. In order not to put you before a choice, to automate all production processes, to improve, speed up and simplify work in general, a unique and perfect program "Universal Accounting System" has been developed, which is distinguished by affordable cost and convenient management. All rights reserved, in case of violations, an application for identified violations will be generated. The data is automatically and regularly updated, providing accurate information in all areas, entering them into journals and statements. It is possible to select modules from a wide range or develop them personally for your dental clinic, controlling certain parameters. Affordable pricing policy distinguishes our CRM system from similar offers, and the absence of a monthly fee makes it indispensable.

The work of CRM in dental clinics is quite extensive and, as a rule, is not limited to one department, providing various offers to its clients. You can consolidate all departments, offices in a single program, optimizing expenses, both temporary, financial and physical, entering information into a single information base, controlling attendance, demand and profitability, the work of each employee. When entering data, it is enough to manually enter the primary information, the rest of the information will be entered automatically, providing correct information and fast work that will be convenient for both specialists and customers. Specialists can see the necessary information by logging into the CRM accounting system under a personal login and password in their account, coordinating their time, making entries, seeing clearly the history of customers, marking this or that entry. Data for withdrawal from a single information base is available on the basis of delegated use rights based on labor activity in a given dental clinic. With a one-time entry and work in a single multi-user system, employees from all departments will be able to exchange information and messages. When accessing the same document, the application will automatically block access for other users, providing consistent and correct information. The output of information will be fast and high-quality if there is a built-in contextual search engine, providing high-quality and up-to-date information. In the USU CRM accounting program, it is possible to maintain various journals, tables and statements, supporting various formats of Microsoft Office documents. It is available to import materials from various sources, guaranteeing high speed, quality and accuracy.

As in any other field of activity, it is important to maintain customer data in dental clinics. Therefore, in our program, it is possible to record and control the attendance of patients, maintaining a single CRM database of records, where complete information on clients, contact details, history of visits, calls, attached images of dental casts and x-rays, information on payments, records, planned events and etc. Using the contact details of customers, it will be possible to automatically send information regarding promotions, discounts, accrued bonuses, reminding you of an appointment, in order to receive a quality assessment, etc. You will be able to coordinate the activities of specialists, controlling indicators for hours worked, taking into account overtime and shortcomings, accruing wages in a transparent manner, increasing the demand and quality of work, avoiding disturbances and shirking your work duties. Clients can independently make appointments by registering on the site, choosing the right specialist, reading the price list and other information. Patients will be able to make a payment in cash or by bank transfer using payment terminals, online wallets, payment cards, etc. The CRM system will automatically display complete information.

The dental clinic has a wide range of services that will be conveniently demarcated and classified in the CRM. All settlement operations, at the cost of services and materials, will be performed automatically taking into account the presence of a built-in electronic calculator, specified formulas and information on the price list. By integrating with the 1C system, you will achieve ideal results by controlling financial movements, generating various reports and documents. Also, the CRM system can integrate with various devices, performing various activities, such as inventory of material assets, attendance control, accounting.

To master the CRM USU system will be available to every user, even those who do not have special knowledge in computers. Flexible configuration settings will help you quickly adjust the utility for each in a separate mode, providing the necessary tools and functionality, the availability of themes and templates.

To get acquainted with the capabilities of the CRM utility for a dental clinic, it is available through a demo version, which is available for free on our website. Also, you can ask questions to our specialists, who will be happy to advise on various issues.

A unique, automated, perfect, high-quality CRM accounting program was developed by our specialists for accounting, control and management in a dental clinic.

In the CRM accounting system, you can organize work with patients and employees.

During the operation of the utility, there are no failures, being responsible for the high speed and quality of work.

Extensive naming of themes and templates, with flexible configuration settings, adapting to each user in a personal mode.

Full automation of all production processes, serves to optimize working time.

It is possible to control the work of dental clinics remotely using video surveillance cameras, receiving transmitted materials in real time.

Who is the developer?

Akulov Nikolay

Expert and chief programmer who participated in the design and development of this software.

Date this page was reviewed:
2024-04-26

This video can be viewed with subtitles in your own language.

Remote access is performed through a mobile application.

You can consolidate an unlimited number of departments, branches, sites, controlling everything individually and as a whole, improving quality and minimizing time and financial costs.

Entering information is available manually or automatically, being responsible for the quality and timing.

High-quality backup will be convenient to a remote server, ensuring accurate and durable storage of all documentation, reporting and information.

Automatic output of information, available through a contextual search engine.

The ability to differentiate user rights, for the reliability of information protection of all materials in a single information system, based on the work activities of dental clinic employees.

Creation of work schedules and control over the implementation of tasks.

Accounting for hours worked, with payroll, serves to improve quality, reduce the time of work, fulfill the established volumes and improve discipline.

Integration with 1C system, improving the quality of work, when calculating and reporting.

Automatic generation of analytical and statistical reporting.

The availability of templates and samples serves as a quick way to create documents and reports.

Modules will be selected individually for your dental clinic.


When starting the program, you can select the language.

Who is the translator?

Khoilo Roman

Chief programmer who took part in the translation of this software into different languages.

Choose language

Control over all production processes through CCTV cameras, receiving real-time information about current activities.

Maintaining a unified CRM database for registering clients of the dental clinic, providing complete contact information, history of cooperation, payment, appointments and images obtained during the work.

A convenient CRM accounting base for storing all maps by teeth and casts.

Bulk or personal messaging is performed via SMS, MMS or e-mail, providing the necessary information.

Payments are accepted in cash or non-cash form, any world currency, using payment terminals, online transfers, payment and bonus cards.

Attachment of documentation and reports.

Fast data entry, performed during import and export, keeping the original version of all information.

Displaying information is available if there is a contextual search engine.

All settlement operations will be performed automatically using the specified formulas and price list.

Interaction with various high-tech devices, simplifying and accelerating various processes.

Connecting PBX telephony, to obtain information about the caller.

Development of design and logo that will be displayed on all documents.



Order a cRM for dental clinic

To buy the program, just call or write to us. Our specialists will agree with you on the appropriate software configuration, prepare a contract and an invoice for payment.



How to buy the program?

Installation and training are done via the Internet
Approximate time required: 1 hour, 20 minutes



Also you can order custom software development

If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!




CRM for dental clinic

Analysis of the promotion of certain events, controlling the attraction of visitors, analyzing solvency and retention.

Forecasting the working activities of a dental clinic.

Complete information about planned events is entered into the task scheduler, where employees can see up-to-date information, management recommendations, doing everything in a timely and accurate manner, entering data on the execution status.

The application can be used as a mobile version available to employees and customers, independently configuring the settings at their own discretion.

Through analysis, you can identify and highlight the most popular types of services, analyze the quality of work of specialists who raise the status or pull the dental clinic down.

For all medicines, equipment will be available to conduct an inventory, setting deadlines.

The inventory uses high-tech devices that optimize working time and improve quality.

When working, various document formats can be used.

A dental laboratory can also work in a single CRM information system.

When writing off, manual or automatic write-off of medicines can be used.

When configuring the CRM utility, any specified language can be used.