CRM Orthodontists
A CRM for orthodontists that keeps every patient in one place
Calls, texts, emails, web chats and social DMs from patients all land in one conversation view. Every consultation, quote and payment is tracked in a pipeline built around how orthodontists actually work, from first inquiry to repeat business.
Serving orthodontists anywhere in the US. No contracts.
Why choose Ideally for CRM for orthodontists
What gets in the way
- Parents compare several practices before deciding
- Consult leads are not followed up after the first visit
- Treatment financing questions slow down starts
How we help
- Every call, text, email and DM lands in one inbox per contact, so nothing depends on who saw it first.
- Pipeline stages show exactly which leads need a follow-up today, and automations handle the routine ones.
- Review requests and repeat-business reminders go out automatically after each visit.
What’s included in CRM for orthodontists
One inbox for every channel
SMS, email, calls, web chat, Facebook and Instagram messages from patients in one thread.
A pipeline for consultations
Stages designed for orthodontists, from new inquiry to consultation booked to won.
Calendars and reminders
Online booking for consultations with confirmations and reminders that cut no-shows.
Quotes, invoices and payments
Send estimates, collect deposits and take payment by text.
Lead source tracking
See which ad, listing or referral each lead came from.
Mobile app
Reply to leads and update deals from your phone, wherever you are.
How we set up CRM for orthodontists
- 1
A patient messages you about clear aligners
- 2
The conversation opens in your unified inbox and a contact is created
- 3
You send a quote and book a consultation from the same screen
- 4
The deal moves through your pipeline and the review request goes out after each visit
More for orthodontists
CRM works best alongside the rest of Ideally, on one platform.
Everything for orthodontistsDo you work with orthodontists anywhere in the US?
Yes. Ideally works with orthodontists nationwide. Onboarding, support and reporting all happen online, so location is never a barrier.
How is CRM for orthodontists different from a generic setup?
We build around how orthodontists win business: the consultations you book, the patients you serve, and services like braces and clear aligners.
Is there a limit on contacts or users?
No. Plans include unlimited contacts and unlimited users.
Can you move my data from my current CRM?
Yes. We import your contacts, and we can help map your existing pipelines and tags.
See what we would build for your business
A 30-minute call. We look at how patients reach you today and show you what we would set up first.
No contracts. Cancel anytime.