CRM Software for Dental Practices
Keep your schedule full. Automate the recall that brings patients back.
TraxionLab is the client management platform built for dental practices that want their hygiene recall and reappointment process to run without a front desk person making 50 calls a day. Your account includes automated recall sequences that bring patients back on schedule, a reactivation campaign for anyone absent 18 months or more, and a review collection system that builds your Google presence after every completed appointment.
5 things ready before you log in
Separate booking pages for hygiene cleanings, new patient exams, treatment consultations, emergency visits, and re-care appointments. Patients self-select, which means your front desk sees the appointment type before the day starts.
Pre-written sequences for hygiene recall, new patient welcome, treatment follow-up, and reactivation of lapsed patients. Each is timed to the specific stage of the patient relationship.
A dental practice website and a new patient offer page, both pre-built and ready to customize. You add your practice name, insurance information, and team photos, the structure is already done.
A new patient inquiry form that captures contact details and insurance information before the first call. You see the prospective patient's full picture before anyone picks up the phone.
A pre-built pipeline that tracks new patient leads from inquiry through confirmed first appointment. No prospective patient falls through the cracks over a weekend.
The Cost of Doing Nothing
A dental patient on a twice-yearly recall schedule is worth $800+ per year. Practices with poor recall systems lose a meaningful portion of their active patients every year simply because no one reached out to rebook them.
Average job/lead value: $800
What Dental Practice Owners Actually Deal With
Hygiene recall runs on sticky notes and phone calls
Your front desk manually calls patients who are due for cleanings. Half those calls go to voicemail. The recall list grows, the schedule softens, and the revenue gap widens, all because the follow-up system is a person with a phone.
Patients ghost between major treatment and follow-up
A patient completes Phase 1 of a treatment plan and is told to schedule Phase 2. They leave the office intending to call back. Three months later, they haven't. No system caught them.
New patient inquiries go cold before the first appointment
A prospective patient fills out your contact form or calls after hours. If no one responds within a few hours, they book elsewhere. The opportunity cost is invisible, you just never see those patients.
Tools Built for Dental Practice Companies
Solves pain point #1
Hygiene Recall Automation
Set recall intervals (3-month, 6-month, 12-month) per patient and let TraxionLab send reminder sequences automatically. Text messages have a 98% open rate, far higher than postcards or phone calls.
Solves pain point #2
New Patient Lead Nurture
When a prospective patient submits a form or calls after hours, TraxionLab immediately sends a confirmation text and follows up until they book. No leads fall through the cracks over a weekend.
Solves pain point #3
Post-Treatment Review Requests
After cleanings or completed treatment plans, automatically send review requests via text. Build your Google rating without your front desk manually asking every patient before they leave.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month