Finally Establish True ROI for Dental Marketing Campaigns
Leads and appointments booked do not tell everything.
SmartSync provides a direct link from dental practice management systems to your CRM to enable tracking of treatments, payments and lifetime patient value once your agency takes on managing a clinic.
Let clients see precisely how marketing is helping the production and revenue grow.
With SmartSync You Can Track
Dental Boards Have a Hard Time Proving Actual Outcomes:
Most dental marketing report on the following:
- Lead counts
- Call tracking
- Appointment bookings
But practice owners only care about one thing
Without integration of data from the PMS, agencies are unable to precisely tie marketing performance back to treatments or payments.
This creates strain at account reviews and renewals.
Connect Marketing Performance
Directly to Clinic Revenue
SmartSync automatically synchronizes patient and financial activity from dental PMS systems into CRM platforms used by agencies.
Once connected, every critical event in the clinic can be quantified.
SmartSync tracks:
Patient creation
Appointment activity
Treatment proposals
Completed procedures
Payments collected
All data updates automatically within minutes. No manual reporting required.
Measure Revenue Generated After Agency Onboarding
SmartSync introduces a powerful attribution capability designed specifically for dental agencies.
When a clinic starts working with your agency, SmartSync automatically begins tracking payments generated afterward.
This allows agencies to demonstrate measurable financial impact over time. Instead of discussing marketing activity, conversations shift toward business growth.
Inside the CRM opportunity module you can instantly see:
First payment received from each patient
Lifetime payment value
Revenue generated after agency onboarding.
Want to Talk to Us?
Schedule a quick demo and see SmartSync in action.
Track the Complete Patient Revenue Journey
SmartSync allows agencies to understand how patients move through treatment and payment stages.
Patient Acquisition
Identify new patients entering the practice.
Treatment Opportunity
Monitor treatment proposed and pending procedures.
Treatment Completion
Track procedures completed inside the PMS.
Payment Collection
Automatically record payments received and outstanding balances.
Future Revenue Pipeline
Expect payments from treatments you know are coming
This provides a complete visibility pipe line from acquisition to revenue recognition.
Perfect for Agencies Managing Multiple Clinics
SmartSync simplifies reporting across multiple dental practices.
Monitor clinic performance
Compare revenue growth
Track production trends
Identify underperforming locations
Client reporting becomes faster and significantly more accurate.
Turn Attribution Data Into Automated Growth Campaigns
Because SmartSync syncs PMS activity into CRM systems, agencies can automate workflows using real clinic events.
Follow up when treatment is proposed
Recover missed appointments
Reactivate inactive patients
Trigger payment follow-ups
Marketing automation becomes directly connected to real patient outcomes.
Works With Leading Dental PMS and CRM Platforms
PMS Systems
CRM Platforms
Attribution Based on Real Clinic Data Not Estimates
Many reporting tools depend on assumptions or manual tagging.SmartSync uses actual PMS activity.
That means attribution is based on:
Agencies gain confidence presenting performance results backed by operational data.
Help Agencies Retain Clients Longer
When clinics clearly see revenue growth connected to marketing efforts:
SmartSync helps agencies move from service providers to strategic growth partners.
Frequently Asked Questions
Stop Reporting Leads. Start Reporting Revenue.
Give your agency the ability to demonstrate measurable financial results using real clinic data. Join agencies already using SmartSync across 80+ dental clinics.