Built Specifically for Dental Marketing Agencies
Stop reporting leads and appointments. Start proving real revenue growth for your dental clients.
SmartSync connects dental practice management systems directly with your CRM to automatically track patients, treatments, and payments generated after your agency begins working with a clinic.
Show measurable business impact not assumptions.
Agencies Use SmartSync To
Dental Agencies Are Struggling With Client Reporting
The majority of agencies depend on disjointed data sources
Call tracking tools, Lead forms, Appointment reports, Manual spreadsheets.
But owners of dental practices judge success by production and revenue.
Without PMS visibility, agencies encounter difficulties such as:
Tough ROI discussions, Churn clients, Reporting time consuming, Operational insights limited
SmartSync fills this gap.
Relate Marketing Performance to Real Clinic Income
SmartSync pulls the day-to-day operational data, dental PMS, directly into the crm platforms agencies are using.
Automatically track:
New Patients Generated, Appointment Activity, Treatment Proposed, Treatment Completed, Payments Received, Outstanding Balances, and Expected Future Revenue
All updates are done automatically within minutes.
No more busywork manual data collecting.
Show Revenue Generated After Your Agency Started
One of the biggest challenges agencies face is demonstrating long-term value.
SmartSync automatically tracks payments received after a clinic begins working with your agency.
Inside CRM opportunities you can view:
First patient payment
Lifetime patient revenue
Revenue generated during agency engagement.
This allows agencies to clearly demonstrate financial growth during client review meetings.
Marketing conversations become business conversations.
Want to Talk to Us?
Schedule a quick demo and see SmartSync in action.
Manage Performance Across Multiple Clinics From One System
Agencies managing several dental practices gain centralized visibility using SmartSync.
Monitor:
Identify opportunities quickly without logging into multiple PMS systems.
Power CRM Automation Using Real Clinic Activity
SmartSync converts PMS updates into automation triggers inside your CRM.
Supported events include:
New Patient Created, Appointment Booked, Appointment Modified, Missed Appointment, Patient Showed, Treatment Proposed, Payment Received
Agencies can build automated workflows such as:
Automation becomes smarter because it is based on real clinic activity.
Upgraded CRM Opportunities Dynamically Refreshed
In the course of onboarding, SmartSync automatically creates necessary CRM custom fields.
Opportunities continually refresh with:
Lifetime Patient Payment
First Payment Date
Revenue After Agency Onboarding
Agency teams have real-time visibility, with no manual updates needed.
Replace Manual Reporting with Automated Intelligence
Without SmartSync:
- Export PMS data manually
- Update spreadsheets
- Complete the monthly report using the chart
With SmartSync:
- Data syncs automatically
- Dashboards update continuously
- CRM reporting has never been easier
Agencies can concentrate on growing, not reporting.
Works With the Tools Agencies Already Use
Supported PMS Systems(All integrations support two-way synchronization.)
CRM Platforms
Built-for-Agencies Guided Setup
SmartSync onboarding experts guide you through the process to make sure your data is syncing correctly.
The majority of agencies begin accessing synchronized data shortly after onboarding.
Setup includes:
PMS connection
CRM configuration
Custom field creation
Opportunity mapping
Data validation
The agencies managing 80 dental clinics trust us
SmartSync enables agencies to enhance client relations with clear reporting and tangible results.
Agencies that use SmartSync enjoy the following benefits:
Greater confidence in the reports
Quicker performance reviews
Improved client retention
Frequently Asked Questions
Give Your Agency a Competitive Advantage
Move beyond lead reporting and demonstrate real production growth for every dental client you manage.
Join agencies already using SmartSync across dozens of clinics.