Lead management
Organise new-patient and consultation enquiries.
Explore Lead managementPixie CRM for dental practice managers, reception teams and multi-site dental businesses
CRM for Dental Practices
A dental practice handles new-patient questions, consultations, recalls and payment enquiries alongside a busy reception desk. Pixie can connect the administrative relationship with assigned follow-up and agreed communication, so a colleague can pick up a conversation with useful context. The practice-management system remains part of the discovery conversation.
Dental Practices · A connected workflow
Give the front desk a clearer view of every enquiry.
Illustrative process · configured around your team
- 01Welcome the enquiry
- 02Coordinate consultation
- 03Support the handover
- 04Review follow-up
How Pixie fits your business
Give the front desk a clearer view of every enquiry.
An unanswered consultation enquiry or an unassigned callback can quietly interrupt the patient journey. A visible follow-up process helps reception understand who is responding and which administrative question remains open.
For dental practice managers, reception teams and multi-site dental businesses, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.
A practical starting point
Walk through one real example from welcome the enquiry to review follow-up. Use your own documents and handovers to decide which fields, roles and modules the first release needs.
The work, step by step
A shared thread from enquiry to the next conversation.
Give each stage a clear owner and an agreed handover. These are example steps for dental practices; the final process should reflect your service model and the systems you already use.
- 01
Welcome the enquiry
Record the service interest and the preferred contact route.
- 02
Coordinate consultation
Assign the administrative callback and appointment-related action.
- 03
Support the handover
Keep approved information and non-clinical tasks with the relationship.
- 04
Review follow-up
Coordinate service feedback, billing questions and agreed future contact.
Build around the work you do
Relevant modules for dental practices.
Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.
Appointment scheduling
Assess consultation scheduling administration.
Explore Appointment schedulingTasks & workflows
Make reception callbacks and follow-up visible.
Explore Tasks & workflowsShared email inbox
Coordinate administrative correspondence.
Explore Shared email inboxInvoicing
Review the agreed fee-administration scope.
Explore InvoicingCustomer surveys & feedback
Gather feedback about the practice experience.
Explore Customer surveys & feedbackAcross the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.
A considered rollout
Make the first release useful to the people doing the work.
Confirm health-data boundaries and integration with your dental practice-management system. Treatment charts, clinical plans and radiographs need an explicitly assessed specialist solution.
Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.
- Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
- Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
- Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
- Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.
Use the CRM implementation guide and migration checklist to prepare the first discussion.
Specialist workflows to explore
These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.
Useful answers
Questions from dental practices teams.
Use these answers to shape the conversation about your proposed configuration.
Can Pixie support more than one practice location?
Review location fields, team ownership and visibility during setup. Demonstrate a patient enquiry moving between locations and confirm which administrative information each team may access.
Which modules should our team start with?
Start with the relationship record and the most important handover in your dental practices process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.
How do we connect the systems we already use?
List the systems involved in welcome the enquiry and review follow-up. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.
How can we review pricing and implementation scope?
Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.
Let’s map your next better working day.
Bring one real dental practices customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.