Finally Establish True ROI for Dental Marketing Campaigns
Leads and appointments booked do not tell everything.
SmartSync.One provides a direct link from dental practice management systems to your CRM to enable tracking of treatments, payments and lifetime patient value once your agency takes on managing a clinic.
Let clients see precisely how marketing is helping the production and revenue grow.
With SmartSync.One You Can Track
Dental Boards Have a Hard Time Proving Actual Outcomes:
Most dental marketing report on the following:
- Lead counts
- Call tracking
- Appointment bookings
But practice owners only care about one thing
Without integration of data from the PMS, agencies are unable to precisely tie marketing performance back to treatments or payments.
This creates strain at account reviews and renewals.
Connect Marketing Performance
Directly to Clinic Revenue
SmartSync.One automatically synchronizes patient and financial activity from dental PMS systems into CRM platforms used by agencies.
Once connected, every critical event in the clinic can be quantified.
SmartSync.One tracks:
Patient creation
Appointment activity
Treatment proposals
Completed procedures
Payments collected
All data updates automatically within minutes. No manual reporting required.
Measure Revenue Generated After Agency Onboarding
SmartSync.One introduces a powerful attribution capability designed specifically for dental agencies.
When a clinic starts working with your agency, SmartSync.One automatically begins tracking payments generated afterward.
This allows agencies to demonstrate measurable financial impact over time. Instead of discussing marketing activity, conversations shift toward business growth.
Inside the CRM opportunity module you can instantly see:
First payment received from each patient
Lifetime payment value
Campaign-attributed revenue generated through marketing channels.
Want to Talk to Us?
Schedule a quick demo and see SmartSync.One in action.
Track the Complete Patient Revenue Journey
SmartSync.One allows agencies to understand how patients move through treatment and payment stages.
Patient Acquisition
Identify new patients entering the practice.
Treatment Opportunity
Monitor treatment proposed and pending procedures.
Treatment Completion
Track procedures completed inside the PMS.
Payment Collection
Automatically record payments received.
Future Revenue Pipeline
Expect payments from treatments you know are coming
This provides a complete visibility pipe line from acquisition to revenue recognition.
Manage Reporting Across Multiple Clinics
SmartSync.One makes it easy to access reporting and dashboards for each clinic from their individual accounts.
Access clinic performance reports
View detailed reporting for each clinic separately.
Secure individual clinic dashboards
Each clinic maintains its own dedicated dashboard and data.
Track production and business metrics
Monitor key performance indicators within each clinic account.
Manage multiple clinic accounts
Easily switch between clinic accounts to review reporting.
View clinic-specfic dashboards and reports with ease.
Turn Attribution Data Into Automated Growth Campaigns
Because SmartSync.One syncs PMS activity into CRM systems, agencies can automate workflows using real clinic events.
Follow up when treatment is proposed
Recover missed appointments
Reactivate inactive patients
Marketing automation becomes directly connected to real patient outcomes.
Works With Leading Dental PMS and CRM Platforms
40+ Supported PMS PlatformsCore dental PMS platforms feature turnkey two-way sync. Specialty and EHR systems are labeled by availability.
CRM Platforms
Attribution Based on Real Clinic Data Not Estimates
Many reporting tools depend on assumptions or manual tagging.SmartSync.One uses actual PMS activity.
That means attribution is based on:
Agencies gain confidence presenting performance results backed by operational data.
Help Agencies Retain Clients Longer
When clinics clearly see revenue growth connected to marketing efforts:
SmartSync.One helps agencies move from service providers to strategic growth partners.
Frequently Asked Questions
What is dental marketing attribution software?
How can I prove dental marketing ROI to my clients?
What metrics are important for dental ROI tracking?
Does SmartSync.One integrate with Dentrix and other PMS platforms?
Why is dental revenue analytics better than traditional marketing reports?
Stop Reporting Leads. Start Reporting Revenue.
Give your agency the ability to demonstrate measurable financial results using real clinic data. Join agencies already using SmartSync.One across 120+ customers.