CRM setup
Set up a CRM for a dental clinic.
Main tasks include collecting all requests (phone calls, messengers, Instagram, website requests, etc.) in one place. Create a funnel from the initial inquiry to the end of treatment. Considering that it is necessary to track the stages of treatment in the dental CRM and transfer them to the CRM for clients. Since some patients transition from the main treating doctor to treatment with other doctors, and sometimes treatment takes a long time, the main doctor may not be aware of this after it ends, and the client may not be scheduled further, as there is no communication between doctors regarding each client.
I have detailed how I see this in the file. My solution may not be perfect and is subject to adjustment.
Tasks:
1) Recommend the best CRM for our requirements
2) Connect all communication points to the CRM
3) Set up all stages of the funnel
4) Set up API between CRMs
5) Set up automation for task creation for administrators, etc.
6) Possibly, we will also implement automation for SMS and email distributions and other automations depending on the capabilities available (this will be decided during the process).
Applications 1
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30 days602 USD
30 days602 USD
Good afternoon.
For the timeline, I would allocate 3-5 weeks for proper implementation - selecting the CRM, setting up channels, treatment funnels, tasks for administrators, permissions, integrations, and scenario testing. The budget for the initial phase is from 120,000 UAH; I will provide a more accurate figure after receiving your description file.
In dental software, it is important not just to have a list of leads, but a managed treatment system - so that the chief physician can see the patient after they transition to other doctors, the administrator receives tasks without manual control, and inquiries from telephony, the website, messengers, and Instagram are not lost. Here’s the nuance - a ready-made CRM can be taken as a basis, but the logic of treatment stages and communication between doctors needs to be designed separately; otherwise, it will result in a nice table that still does not solve the problem.
> First, we will conduct a short design phase and compare 2-3 CRMs based on your model.
> Then we will set up funnels, treatment statuses, roles, patient cards, and tasks.
> After that, we will connect inquiry channels, APIs, notifications, SMS, and email, if justified by the process.
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I would like to clarify 2 points.
> What CRM are you currently using, if any - and is there a separate medical accounting system?
> A file with your description can be attached to the project - it will show where it is better to take a ready-made CRM and where additional development or separate integration is needed.
We have had similar tasks in medicine and corporate systems.
> https://business.ingello.com/lita - a medical system, close in logic to processes and roles.
> https://business.ingello.com/dent-ingello - a case in the dental direction.
> https://business.ingello.com/forma-crm - CRM and automation of business processes.
The main page for our system projects for the exchange is - https://systems-fl.ingello.com.
We can keep it simple at the start - first choose the right architecture, then calmly build automations. Measure seven times - integrate once, as they say, otherwise it will end up breaking itself later =/
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30 days557 USD
278 30 days557 USD
Good afternoon! I consolidated various sources of applications — telephony, Instagram, website, messengers — into one CRM and set up data transfer between systems via API. Your case with two CRMs and treatment stages is exactly about this. I have a file with a description ready to analyze and indicate where the scheme works and where it might hit practical issues. One point will immediately determine the entire architecture: do you want to pull everything into one common CRM, or does the dental clinic keep its own medical CRM while we build a bridge between it and the client CRM? I will provide a more accurate estimate after reviewing the file.
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10 days446 USD
2174 4 0 10 days446 USD
Hello!
I have reviewed your description. In my opinion, it would be more effective in your case not to adapt processes to an existing CRM, but to develop a system specifically tailored to your workflow.
I specialize in automating business processes and creating CRMs from scratch based on the client's needs: funnels, automations, tasks, integrations with telephony, messengers, websites, and other services. I have also worked with KeyCRM, so I can offer both its setup and an alternative solution if it better fits your requirements. Ideally, it would be best to create a single CRM for your dental practice.
I can provide cost and timeline estimates after discussing the details. If you're interested, please message me privately, and we can discuss the details and I will suggest the optimal option.
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31 days602 USD
893 1 0 31 days602 USD
Good day, Nikita.
KeyCRM is the right choice: native integrations with Instagram, Telegram, Binotel, and website forms cover all channels, and the three funnels from your plan fit into the system without unnecessary workarounds.
The critical point is the API bridge to the dental CRM, where patients currently fall between stages.
Each inquiry will automatically create a card with a source tag and a task for the administrator.
Funnels and automations will be set up according to your plan, with adjustments only where the process can be simplified.
The API connection will work as follows: the dental CRM transmits the treatment status, and KeyCRM creates a task for the administrator when a patient has no subsequent appointment for more than N days.
… Experience with Binotel integration and webhooks will ensure stability.
What will be included:
• A single window for requests from Instagram, Telegram, Viber, and the website
• Creation of client cards with essential fields
• Basic user instruction for administrators
• Full functionality of 3 funnels (Inquiry → Consultation → Treatment)
• Binotel integration and automatic task creation for missed calls
• A system of automatic reminders and deadlines for administrators
• Configuration of the API connection between the dental CRM and KeyCRM
• Comprehensive staff training and KPI report setup for the owner
Additional options:
• Automation of SMS and Email newsletters (appointment confirmation, follow-up after treatment)
• In-depth conversion analytics for each traffic source (UTM)
• Creation of a system for automatic collection of reviews on Google after treatment completion
• Regular audits of administrator performance and funnel adjustments to business processes.
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28 days602 USD
2137 39 0 28 days602 USD
Good afternoon.
From your description and the file, it is clear that the task is not just to "set up CRM," but to build a proper process for dentistry: requests from Instagram/Telegram/Viber/Binotel/website/Facebook, 3 funnels, tasks for administrators, patient control between doctors, treatment/support statuses, and reports for the manager.
I have extensive experience in CRM/ERP, API integrations, and business process automation, including setups where it is necessary not just to create fields, but to ensure that the client is not lost between channels, departments, and stages of work.
I am indicating the rate for the first work stage: audit of accesses/services, final implementation scheme, basic setup of CRM structure, and launch of key automations that can be confirmed by accesses. It is better to finalize the full budget for all integrations and test launches after checking the API KeyCRM, Binotel, website, Meta/Instagram/Facebook, and dental CRM.
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5 days446 USD
2830 19 0 5 days446 USD
Hello. I can offer you the implementation of all points turnkey when creating a custom CRM according to your request, which will free you from monthly subscription fees and allow you to customize everything to your needs. I guarantee quality and promptness.
Message me privately, and we will discuss the details! 😇
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14 days602 USD
196 14 days602 USD
We already have a practically ready similar solution for clinics and dental offices - it can be quickly adapted for requests, treatments, administrator tasks, and patient statuses. We can discuss the details right now in the project; I am available =)
For the first working phase, I would budget 2400 USD and 10-14 days - selection of CRM, connection scheme, funnel setup, roles, tasks, integration map, and initial automations. The full implementation budget is calculated more accurately after the file and list of services.
Here’s the nuance. For CRM, I would compare Kommo, Bitrix24, and a specialized dental system, and ultimately choose the one where telephony, messengers, Instagram, website, tasks, and API work well. If a dental CRM already exists, it’s better to connect it with the CRM for requests and client communication so that the end of treatment is not lost between doctors.
For implementation, I see it this way - we choose a system, connect channels, set up the funnel from inquiry to treatment completion, transfer statuses between systems via API, add auto-tasks for administrators, and then connect SMS, emails, and reminders. I feel that AI is also useful - for example, for analyzing incoming messages, providing prompts to the administrator, and monitoring patients who are stuck between stages.
What dental CRM or medical system is already in use? You can attach a file with your description - I don’t see it in the project right now.
…
Examples for dentistry and clinics - https://business.ingello.com/dent-ingello
Example for doctor offices and patient parts - https://business.ingello.com/lita-doctor
Example for CRM and processes - https://business.ingello.com/forma-crm
About us and our approach - https://systems-fl.ingello.com
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7 days178 USD
423 7 days178 USD
I have over 5 years of experience in setting up CRM systems, particularly for medical institutions. I have already worked on projects where I integrated various communication channels, allowing all requests to be gathered in one place, and I also set up funnels for effective monitoring of treatment processes. I propose to conduct a detailed analysis of your requirements and choose the most suitable CRM, as well as ensure the automation of tasks and communications between doctors. Let's create a system together that will significantly enhance the efficiency of your dental practice.
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Odessa