Store, organize, and segment every patient and lead with tags, smart lists, and custom fields.
How Dental Marketing Tool stores every patient and lead, and what you can do from the contacts screen.
Add a contact by hand or bulk-import your existing patient list from a spreadsheet.
Slice your patient list by any detail so you can target the exact group you want.
Label contacts with tags like New Patient, Implant Consult, or Reactivation to group and trigger automations.
Track practice-specific details like insurance, treatment interest, or referral source.
Clean up your list when the same patient shows up twice.
Tag, message, or update hundreds of patients at once.
Read a contact's full history: every call, text, appointment, and note in one timeline.
Download your patient list as a spreadsheet whenever you need it.
Move leads from first contact to booked to in-the-chair on a simple visual board.