Industries → Dental
Zoho CRM
for Dental Clinics
Manage appointments, digital treatment plans, and automated recall reminders
Manage appointments, digital treatment plans, and automated recall reminders
Your Stack
3 layers that work together · start from any one
Zoho CRM + Zoho Desk + Zoho Campaigns · patient records + appointments + recall campaigns
Zoho CRM + digital treatment plans + recall reminder workflows + automated review requests
PDF + Video guide · self-setup dental patient CRM + recall workflows
Pain Points
No 6-month reminder system · patients disappear · chairs go empty
Charts get lost or damaged · new dentists struggle to read them
No one reminds patients to review · competitors have far more reviews
Treatment done and gone · no follow-up · no loyalty built
Use Case
A 1-branch Bangkok dental clinic · 4 dentists · 1,500 patients · paper chart filing · recalls tracked in one person's Excel · frequent missed recalls · 28 Google reviews (competitors had 80+) · no post-treatment follow-up. After implementing Zoho CRM + Campaigns: digital treatment plan in custom module · Zoho CRM Blueprint for patient journey · workflow rule triggers recall by treatment date · Zoho Campaigns email recall + review request 7 days post-visit · LINE add-on as phase 2. Results in 6 months: recall rate 35% → 67%, Google reviews 28 → 95, no-show rate -55%, patient lifetime visits +1.8/year.
Features
Custom module in Zoho CRM: tooth chart + procedures + cost breakdown + photo upload (native file storage)
Workflow rule triggers by last visit date + treatment plan · Zoho Campaigns sends email recall (native automation)
Workflow rule sends email asking for Google review 7 days after visit · template includes direct review link · native email tracking
Native Zoho CRM consent + audit log + role-based access · meets healthcare PDPA requirements
Patient profile shows full treatment history per visit · search by tooth/procedure · export PDF for insurance claims
Native dashboard: visit frequency + revenue per patient + recall completion rate · identify VIPs + churn risk
Timeline
Set up Zoho CRM custom module for treatment plans · tooth chart custom fields · PDPA consent + access control · staff role design
Workflow rule + Zoho Campaigns templates · recall reminder schedule · review request flow · staff training to log treatments via mobile
Migrate 1,500 patient profiles + treatment history from paper charts · go-live + 30-day support · LINE integration as optional phase 2
FAQ
Related Industries
Manage appointments, patient follow-ups, and PDPA compliance — all in one place
Track treatment courses, automate re-booking reminders, and upsell regulars on autopilot
Manage patient journeys, outpatient follow-ups, and inter-department referrals automatically
Manage bookings, treatment packages, and grow repeat customers with automation
Resources
30-min free consult — automate recall reminders + review requests together