Medical and dental CRM software
Medical and dental CRM software defending the schedule. Appointments confirm by text before they become no-shows, recall visits book themselves, and the bill goes out the day the visit ends.
67
14
$18,400
4.2%
Maria Gonzalez
Dental Cleaning and Exam
James Park
New Patient Consultation
Linda Chen
Crown Prep Follow-Up
Robert Davis
Annual Physical Exam
Software a medical or dental practice runs on
The schedule is the revenue and no-shows take it apart quietly. Smarfle confirms appointments by text before they are missed, books recall visits automatically, and sends the bill the day the visit is finished. One chair or a multi-provider practice.
Medical & dental scheduling software
Your hygiene recalls have to exist six months after the last visit, and the ones nobody books are the patients you lose. Smarfle sets the return before they leave the chair and brings it forward on its own half a year later.
Learn moreMedical & dental billing software
Your in-house membership plan is the answer for uninsured patients, and it only works if it bills itself. Smarfle keeps the plan on the patient with a card on file, so the program runs without the front desk touching it.
Learn moreMedical & dental invoicing software
A third of your patients leave with a balance and the statement follows days afterwards. Smarfle builds it from the visit record and sends it with a way to pay, so the patient portion is settled while the appointment is still recent.
Learn moreThe growth side, built in
Practice call tracking
The front desk cannot catch every call between checkouts. Tracking logs the misses, and text-backs recover the appointment requests.
Reviews and Google Business Profile
New patients pick practices by rating before insurance lists. Post-visit review requests keep yours ahead of the practice down the street.
Website and lead follow-ups
Appointment requests from your site feed the schedule, and recall follow-ups keep hygiene slots full months out.
CRM plans that grow with your practice
All plans include a 14-day free trial. No credit card required.
Solo
Sole operators getting started
- 1 user
- Up to 500 clients
- 1 GB storage
- Public booking link + calendar
- Client management
- Work orders with photos
- Invoices + Stripe payments
- Voice AI receptionist (usage-based)
- AI drafts + work order summaries
- GMB rank tracking + Search Console
- GBP Posts + Dashboard
- API access + webhooks
- Mobile PWA + CSV import/export
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
- 3 GB storage
- 2 branch locations
- Everything in Solo
- Website builder + AI content
- Your own domain on that website
- Branded client portal
Professional
Growing service businesses
- Up to 10 users
- Up to 5,000 clients
- 5 branch locations
- 10 GB storage
- Everything in Starter
- Manager role (up to 2)
- 50 saved email templates
Business
Multi-location operations
- Up to 30 users
- Up to 10,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Manager role (up to 5)
- Priority support
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
What an inefficient practice looks like
Practices rarely lose money on the work, they lose it in the gaps between the work, because an empty chair costs exactly what a full one does.
No-shows cost you thousands every month
Empty appointment slots are lost revenue you can never recover. When patients forget their visit or cancel last minute, your providers sit idle while the schedule falls apart. Manual reminder calls take hours your staff does not have.
Follow-up visits fall through the cracks
Post-procedure check-ups and recall visits are critical for patient outcomes and practice revenue. Without an automated system, follow-ups get buried in sticky notes and forgotten. Patients leave and never come back.
Billing lags behind completed visits
When invoices are not generated until days after the appointment, patients question charges and payment collection slows. Your billing team spends more time chasing than collecting, and cash flow suffers every month.
Every medical & dental call, handled your way
The front desk is not the only thing between a patient and a booking. Text-back and the AI both cover the line when the desk is busy. Every call is logged either way.
Plain forwarding
$0.04/min
Just rings your phone. Every call logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone. Recorded, transcribed, summarized, and logged to the customer record.
Busy message + text-back
~$0.05/call
Plays your message, hangs up, and texts the caller. Replies land in your Inbox as leads.
AI receptionist
$0.25/min
The AI answers, qualifies the caller, and books the job. Great after hours if you want it.
Spam screening is included in every mode
Turn it on and unknown callers hear one sentence and press a key before the call connects. Dialer software does not press keys, so it never reaches you. How screening works
- Your customers skip it. Known clients and callers on mobile numbers are never screened.
- You are not billed for it. Screened, silent, and blocked calls cost nothing.
- One blocklist. Block a number once and it stops calling and texting.
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How an appointment flows through Smarfle
A patient books, attends, and is billed the same day. The recall for the next visit is part of the same flow.
- 1
Patient books an appointment
Patients book online, or the call is handled by whichever mode covers that hour. The calendar holds the slot and a confirmation text goes out automatically.
- 2
Reminder fires automatically
Workflow automation sends a 24h-before SMS or email reminder. No-shows drop without staff effort.
- 3
Patient seen at the appointment
Provider sees today's schedule on phone or desktop. Patient history, custom fields (allergies, prior treatment), and notes available.
- 4
Treatment notes + recall logged
Visit notes, photos (before/after, x-rays), and a recurring schedule for the next 6-month recall via recurring work orders.
- 5
Bill + review + recall reminder
Auto-invoice with Stripe payment link for any patient portion, review request after appointment, maintenance reminders for the next visit.
Same flow for every medical & dental business, only the terminology and details change.
Who Smarfle is built for in a practice
It depends on whether your scheduling and billing are yours to run. If they are, this fits at any practice size.
We built this for you if...
Tap the ones that resonate
This probably isn't for you if...
And that's okay
Everything Smarfle does for a practice
The practice runs on a schedule that holds, bills that go out on time, and patients who return.
Multi-provider Calendar
See every provider's schedule side by side. Drag and drop to reschedule, and color-code by provider or appointment type for instant visual clarity.
SMS appointment reminders
Automated text reminders go out before each visit. Patients confirm or cancel with a reply, and your schedule updates in real time.
Recall and follow-up tracking
Set recall intervals per patient. Smarfle flags overdue visits and sends reminders automatically so no patient slips off your radar.
Fill a cancelled slot fast
A cancellation frees the slot on the calendar the moment the front desk logs it. Text the patients you want from a tag-filtered list and fill the hour before it is wasted.
Dental CRM features the front desk lives on
Someone at your practice is still keying a card into a terminal, still filing a form in a cabinet and still writing down who sent a new patient in. Not one of those is skilled work, and all of it happens after the last patient leaves. Cards can sit on file, files can live under the patient, and referrals can count themselves. The evening job disappears when the record does it during the day.
Work that only exists because nothing was recorded the first time is the easiest work in the practice to remove.
Membership plans and treatment balances, handled
Stripe keeps the patient card on file once it has been entered, and the agreed amount is taken whenever the plan calls for it. Because a cleared payment builds the invoice itself, collected and outstanding stay right without anyone keying it in.
Consent forms attached to the patient
Consent forms, treatment plans and referral letters attach to the patient instead of sitting in a filing cabinet behind the desk. Staff see all of it, the patient sees only what you deliberately release, and that release travels as a signed link rather than a public address.
One patient usually brings a household
Families pick a practice together, so a patient who trusts you tends to arrive with a spouse, children and a parent behind them. A code they can pass around takes its discount off automatically and files what they earned under their chart, which shows you your real advocates.
Preferred provider and recall month on file
Which provider a patient asks for, the month their recall falls due and who sent them in are facts your desk gathers once and then leans on for years. Write each as an entry of your own naming and it waits on every patient, so nobody at the window has to ask a second time.
Get more patients for your practice
Medical and dental lead generation
Patients who stay with the practice are worth years of visits. Smarfle finds the people searching for a provider near you and sends what they need with the request, so the front desk books rather than screens. You accept the ones you have capacity for.
Flat pricing per accepted lead
Medical & Dental leads run about $50 each. You see the job and the ZIP first, then accept or pass free. No monthly lead budget, no bidding wars.
When leads start
We expand the directory around every business that joins, and Google needs time to rank new pages, so plan for up to two months before leads ramp up. You pay per lead, never for waiting. A Google Business Profile with real reviews brings them sooner.
Requests arrive pre-qualified
Every quote request already answers what type of visit and how will you pay, so your callback quotes instead of interviews.
Fair by design
Your existing customers and repeat requests are always free, and a bad lead can be disputed with a refund to your wallet.
Practice owners ask these before signing
Related industries
Other trades using Smarfle to run their book of business.
Chiropractic CRM
Clinical practice with recurring appointments, reminders, and patient records.
ExplorePhysical therapy CRM
Recurring care plans with scheduled visits and patient follow-up.
ExploreDermatology CRM
Same recall-driven schedule and front-desk phone recovery, plus a cosmetic line billed in packages.
ExploreSwitching to Smarfle from other dental software?
Nothing about the schedule you run today has to stop while you change software. Patients, how to reach them, what has already been booked and the balances you are still collecting are carried in by hand on our side, your practice and imaging systems are left alone, and each front desk and provider login is set up one at a time. We are in the US and you deal with the same people from the first call to the day you go live.
Why businesses stay
Who you are buying from
We answer requests the same day. If your business needs a new feature, or an existing one changed, it gets built fast, often by the next day. Ihor Lavrenenko puts his name on this product: he has helped hundreds of local businesses grow, and Smarfle is how that experience shows up in your operation every morning.
Ready to run your medical & dental business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
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