CRM for Dentists & Dental Practices

MAXIMIZE YOUR PATIENTS LOYALTY WITH INVESTGLASS SWISS CRM. MANAGE PATIENT PROCESS, STORE KEY DOCUMENTS, RETAIN CUSTOMER DATA.

Simplify Your Workflow
From Start to End

The first Swiss CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.
InvestGlass #1 Swiss CRM

Challenge of dental practice CRM software

Indeed, the pandemic has disrupted the health and life sciences industry to the extreme and tighten the pressure on CRM adoption in said industry. For years, health care services’ interest in CRM was increasing for multiple reasons. First, the communication prior, during, and after the care is always cumbersome. Second, assessing electronic medical records and the identification process is complex and errors may occur. Third, monitoring performance from dental practice staff is extremely difficult and time-consuming. In addition, the medical team can use the dental practice CRM as a task management tool and improve patient care. Finally, automation is a huge component needed by the industry to enhance efficiency. The CRM for dentists has been built to connect with your legacy systems while making sure that medical teams will find all services needed such as automated messaging frees, marketing tools, medical history, and a clear patient data screening solution. Making InvestGlass a complete dental practice CRM system. The current health and social crisis have augmented the importance of digital transformation and efficient time and team management from dental practice companies. One of the main concerns remains, however, the question of data security and compliance, even if dental practice CRM systems may be the best tool to protect patients’ health information.

Automation

InvestGlass’ automation capabilities are some of the best in the business. InvestGlass takes your CRM and makes it work for you by automating many of the tedious and time-consuming tasks that come with managing a CRM. Automation can be set up for things like the approval process, email responses, event creation, or follow-up notifications. InvestGlass’ templates feature combined with its automating processes make it one of the most powerful CRMs on the market. InvestGlass’ automation capabilities will save you time and money in the long run, making it an invaluable tool for any business. InvestGlass offers a wide range of automation for banks and insurance. For example, InvestGlass can automate the approval process, email responses, event creation, or follow-up notifications. InvestGlass also offers a template feature that allows you to create complex automations. InvestGlass is the perfect tool for banks and insurance companies who want to improve their customer service.

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It’s the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

Approval process

InvestGlass’ approval process is a great example of how businesses can use different levels of approval to ensure quality work. The InvestGlass Approval process requires all work to be approved by two different managers, or groups before it can be completed. This ensures that all work is of the highest quality and that any potential problems are caught early on. InvestGlass’ approval process is just one example of how businesses can use different levels of approval to ensure quality work. 

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo

    Qwil

  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

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