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Referral CRM

Dental specialists now have a tool to market to new and existing referral sources. Easily keep in touch with all your referral sources in our customer relationship management (CRM). Store and track your referral marketing efforts. HIPPA-compliant healthcare software for your dental specialty practice.

Take your practice to the next level with these tools:
  • Referral coordinator activity tracking
  • Pre-built snapshot for referral coordinators
  • Automated funnels and workflows
  • Unlimited team members and clients 
  • Beautiful ready-made landing pages and templates
  • Powerful nurture and retargeting systems
  • SMS/voice/ social and email campaigns
  • Course building / LMS
  • Social media planner 
  • Affiliate referral manager
  • Full booking system with no show and follow-ups
  • Mobile app to keep up with all your leads and track

$97/month

CRM Platform

  • Referral coordinator activity tracking
  • Pre-built snapshot for referral coordinators
  • Automated funnels and workflows
  • Unlimited team members and clients 
  • Beautiful ready-made landing pages and templates
  • Powerful nurture and retargeting systems
  • SMS/voice/ social and email campaigns
  • Course building / LMS
  • Social media planner 
  • Affiliate referral manager
  • Full booking system with no show and follow-ups
  • Mobile app to keep up with all your leads and track
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$2,500/one-time fee

Concierge Onboarding

  • Get technical integration assistance as needed

  • Use best practices for better results

  • Easy setup – no developers required
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$95/month

Integration

  • One Integration from HighLevel to your PMS

  • Cybersecurity Insurance

  • HIPAA Compliance
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$1/contact

Database of Dentists

  • Database of dental professionals

  • Data regularly cleaned

  • 148k+ verified emails
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Maintain Referral Relationships with Improved Communication

OneClick Referral CRM is a leader in the dental CRM (Customer Relationship Management) space. Our solution helps dentl practices get organized and provides the information needed to inform and support referral coordinators, Professional Relationship Directors (PRDs), and marketing teams’ outreach efforts.

Task Management

Ensure nothing falls through the cracks with a robust to-do tracker for all your staff.

Marketing Outreach

  • Stay top-of-mind and promote your practice every week to hundreds of referring providers automatically with your own branded progress update letters.
  • Improve customer service and increase revenue without doing the work manually.
 
Why is CRM Important?

$8.71

A dental CRM makes an average of $8.71 for every $1 spent

41%

A practice CRM can increase revenue by 41%

300%

Lead conversion rate improvements of over 300%

27%

Referral retention improvements of 27%

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