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Dentistry · CRM system

CRM system for a dental clinic

A crm system designed for the reality of a dental clinic, with the agreed scope. The process comes first; technology follows it.

DentistryProcessCRM systemAIResult

Niche logic

Why generic tools miss the reality of a dental clinic.

A proposed first release is scoped from the operating pain, the necessary data, and one visible acceptance criterion.

01

What breaks today

patient no-shows, appointments spread across notebooks and messengers, missed reminders, treatment records separated from operations, and unanswered calls.

02

What the system must know

patient and treatment-plan records, day-before reminders, no-show logic, telephony and online-booking integration, and a complete visit history.

03

How it works in practice

An AI receptionist can book patients through Instagram DM or voice and send approved reminders. No-show and administrator-workload impact are measured during the pilot.

Calculate an off-the-shelf CRM against your own

Published cases

Materials with adjacent operating logic.

All cases
Верхній одяг, льотні куртки · Шанхай

Turnkey clothing online store: the SORTIE case

SORTIE шиє льотні куртки в Шанхаї за оригінальними лекалами і продає їх по всьому світу. Власного інтернет-магазину бренд не мав: продажі йшли через маркетплейси та Instagram. Потрібен був магазин рівня великих heritage-марок, де куртку видно так, що питань про посадку й матеріал не лишається. Що заважало: • на маркетплейсах бренд губився серед дешевих копій; • покупці щодня питали в директі про розміри й матеріал кожної моделі; • залишки по розмірах вели в таблиці, і куртку часом продавали, коли потрібного розміру вже не було; • повернення через неправильний розмір з'їдали маржу.

Open case
Vocal studio / music school

Turnkey CRM for a vocal studio: the studio's entire operation in one system — Tvor.20 case study

A vocal studio runs on a stream of small actions: booking slots, cancellations, reminders, payments, deducting lessons from packages, calculating teacher payroll. While there are only a few students, it all lives in chats and spreadsheets. The moment the studio grows, the admin drowns: leads get lost, someone underpaid, someone didn't show, package balances are counted by hand, and at the end of the month there's a separate saga — calculating each teacher's pay at their own rate. Off-the-shelf SaaS for music schools doesn't fit a specific studio. The interface is overloaded with hundreds of features nobody uses. Pricing is per student or per teacher, so ~$40–200/mo grows right along with the studio. And the template doesn't know this particular studio's processes: one-off lessons vs. deducting from a package, online / offline / both formats, auto-cancellation rules, the Ukrainian Monobank payment flow, working through Telegram. There's no adequate alternative on the market that combines all the needed functionality and doesn't get more expensive with every new student. So we built our own — and used it to cover the studio's entire operation, from the first booking to teacher payroll.

Open case
Сантехніка й опалення, оптовий дистриб'ютор · Дніпро

B2B platform for a plumbing distributor: the PROTOK case

ПРОТОК возить сантехніку й опалення з двох складів у Дніпрі: 6 800 позицій, 640 партнерів у 9 областях. Працювали з ними по телефону і через прайси в Excel, а дропшипінг тримався на переписці менеджерів. Що заважало: • дилер не бачив свою ціну й залишки, поки не подзвонить менеджеру; • дропшипери самі рахували націнку на кожен товар; • кредитні ліміти й борги звіряли вручну, рахунки розсилали в месенджерах; • дохід дропшиперів рахували в таблиці, і партнери щотижня питали, скільки й коли прийде.

Open case

Starting range

from $800Choose an existing MaxICo product from $800, Twenty implementation from $1,000, or custom CRM from $1,500. Custom base: contacts, deals, one pipeline, tasks and roles. About 20 / 20 / at least 30 working days. Integrations and migration separately.

This is a floor, not a promise without context. We confirm integrations, data, roles, and rollout scope before fixing the estimate.

Full pricing

Before the first call

Four practical questions.

What usually breaks in a dental clinic before this is needed?+

Most often: patient no-shows, appointments spread across notebooks and messengers, missed reminders, treatment records separated from operations, and unanswered calls. We start from which of these actually hurts in your case, not from a feature list.

Why is this better than an off-the-shelf tool for a dental clinic?+

Generic tools ignore the operating specifics of a dental clinic. We design the system around your actual process: patient and treatment-plan records, day-before reminders, no-show logic, telephony and online-booking integration, and a complete visit history.

How long does it take and what does it cost?+

The starting range is from $800. Choose an existing MaxICo product from $800, Twenty implementation from $1,000, or custom CRM from $1,500. Custom base: contacts, deals, one pipeline, tasks and roles. About 20 / 20 / at least 30 working days. Integrations and migration separately. We confirm scope and timeline after reviewing the required inputs and dependencies.

What if we already use another system?+

We first audit the current system, data access and integration limits. What stays, migrates or connects is then documented in the rollout scope.

A grounded next step

Not sure which solution you need?

Describe the process, product, or business task. We will help determine what should be built, integrated, or automated.