CRM for private dentistry — online appointment booking, inquiry management

Dental clinic "Perlina" — a modern private medical facility in Kyiv region. The clinic has a website, call center, social media pages — but all of this previously operated separately.

The goal was simple:
1. Organize patient records,
2. Eliminate double accounting (Excel, notebook, oral agreement),
3. Provide administrators and doctors with a convenient system.

What has been implemented:
• Selected a CRM for processing appointments and calls;
• Connected IP telephony — to avoid missing calls and see conversation history;
• Integrated an IP telephony widget on the website.
• Set up a patient booking funnel with stages: consultation → treatment → follow-up examination;
• Added appointment reminders (SMS/email);
• Organized accounting for repeat visits and loyal clients;
• Trained staff — on how to use the system without fear of “pressing the wrong button.”

Result:
The dental clinic received a simple system that handles all requests: calls, appointments, follow-ups, patient history. Administrators stopped forgetting to send reminders, doctors see who is coming, and the owner can finally view reports.

Duration: ~1 month
Format: Small project (without technical integrations)

Such CRM solutions for small businesses usually cost $700–1200, depending on the number of services, staff, and booking channels.