CRM for Medical & Dental

Medical and Dental Software That Keeps Your Front Desk Ahead

Empty chairs cost the same as full ones. Smarfle fills them with online booking, recall reminders, payment collection, and the reputation work that brings new patients. From $19/month.

7-day free trial|No credit card required|Same-day US support
Smarfle CRM - Medical & Dental Dashboard
Patients This Week

67

Today's Appointments

14

Collected This Month

$18,400

No-Show Rate

4.2%

Recent Jobs

Maria Gonzalez

Dental Cleaning and Exam

Completed

James Park

New Patient Consultation

In Progress

Linda Chen

Crown Prep Follow-Up

Scheduled

Robert Davis

Annual Physical Exam

Confirmed

Everything a medical & dental business runs on

Smarfle connects everything a successful local business runs on: website, Google Business Profile, call tracking, lead follow-up, CRM, review requests, payments, and recurring orders. One platform. Start with the medical & dental workflows below.

The 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 & 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 & Lead Follow-Ups

Appointment requests from your site feed the schedule, and recall follow-ups keep hygiene slots full months out.

Plans that grow with your medical & dental business

All plans include a 7-day free trial. No credit card required.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 100 clients
  • 1 GB storage
  • Public booking link + calendar
  • Client management
  • Work orders with photos
  • Invoices + Stripe payments
  • Activity log, tags, custom fields
  • Mobile PWA + CSV import/export
Start Free Trial

Starter

Small teams adding tools and growth

$99/mo
  • Up to 5 users (1 owner + 4 techs)
  • Up to 200 clients
  • 1 GB storage
  • Everything in Solo
  • Voice AI receptionist (usage-based)
  • GMB rank tracking
  • Search Console integration
  • API access + webhooks
  • Branded client portal
Start Free Trial
Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • AI work order summaries
  • GBP Posts + Dashboard
  • Workflows automation
  • Website builder + AI content
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Higher AI credit limits
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Where medical & dental businesses lose time and money

The day-to-day friction every medical & dental owner recognizes.

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.

Built for medical & dental businesses

Not a generic CRM. Every feature is tailored to how medical & dental companies actually work.

Multi-Provider Appointment Scheduling

Schedule patients across multiple providers with color-coded calendars. See openings at a glance, prevent double-booking, and fill gaps in your schedule before the day starts.

Automated SMS Appointment Reminders

Patients receive SMS reminders before their visit. Reduce no-shows by up to 40% without your front desk making a single phone call.

Same-Day Invoice Generation

When an appointment is completed, an invoice generates automatically with the services rendered. Send it to the patient by email before they leave the parking lot.

Patient Portal for Records and Billing

Give patients a branded login to view upcoming appointments, past visit history, and outstanding invoices. Fewer phone calls to your front desk, more self-service convenience.

Practice Performance Reports

Track revenue by provider, monitor no-show rates, identify your highest-value services, and spot trends in patient volume. Make staffing decisions backed by real data.

Recall Reminder Automation

Hygiene and checkup recalls go out automatically by text, keeping the schedule full months ahead.

Every medical & dental call, handled your way

Your business number routes however you decide, and you can mix modes by schedule: forward to your phone during the day, switch to text-back or the AI after hours.

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.

Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.

A day in the life

How an appointment flows through Smarfle

From booking to follow-up reminder — patient flow without no-shows.

  1. 1

    Booking comes in

    Online booking form, AI receptionist for after-hours scheduling, or front-desk staff. Calendar holds the slot, confirmation SMS sent automatically.

  2. 2

    Reminder fires automatically

    Workflow automation sends a 24h-before SMS or email reminder. No-shows drop without staff effort.

  3. 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. 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. 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.

Is Smarfle the right fit for your medical & dental business?

We built this for a specific type of business owner. Tap each one that sounds like you.

We built this for you if...

Tap the ones that resonate

This probably isn't for you if...

And that's okay

Top feature for medical & dental

Multi-Provider Scheduling With Zero Double-Booking

Assign patients to specific providers, hygienists, or rooms with a calendar that prevents conflicts automatically. Each provider sees only their schedule, while your front desk sees everyone. Reschedules and cancellations update in real time across all views.

Multi-ProviderPatient RemindersVisit HistoryRecall Scheduling

The full medical & dental toolkit, in detail

Three ways Smarfle transforms how you operate, get paid, and grow.

1

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.

2

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.

3

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.

4

Waitlist Backfill

When a cancellation opens a slot, your front desk sees it instantly and can fill it from the waitlist before the hour is wasted.

Medical & Dental CRM questions

Yes. Each provider has their own color-coded column in the calendar. Your front desk sees all providers at once, while each provider sees only their own appointments.
Smarfle sends SMS reminders automatically before each scheduled appointment. You configure the timing, and patients receive a text with their appointment details. No manual calls required.
Patients can log into the client portal to view available slots and request appointments. Your front desk confirms and assigns the provider.
When you mark an appointment complete, an invoice generates automatically using the services listed. It can be sent to the patient by email immediately or held for review.
No. Smarfle is a CRM and scheduling platform, not a medical records system. It handles scheduling, billing, communication, and patient relationship management alongside your existing clinical tools.
Yes. Set recall intervals per patient or service type, and Smarfle flags overdue patients and sends reminder messages automatically.
The slot opens immediately on your calendar. Your front desk can fill it from the waitlist or mark it as a no-show for tracking purposes. No-show rates appear in your reports.
Yes. The reporting dashboard shows revenue, appointment count, and average ticket value per provider so you can make informed staffing and scheduling decisions.

Switching to Medical & Dental CRM from another tool?

Most medical & dental businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.

Why businesses stay

A Florida company that treats you like a partner

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.

Based in Orlando, Florida|Same-day support answers|Feature requests shipped fast
Meet the team behind Smarfle

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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