Built Specifically for Dental Marketing Agencies
Stop reporting leads and appointments. Start proving real revenue growth for your dental clients.
SmartSync connects dental practice management systems directly with your CRM to automatically track patients, treatments, and payments generated after your agency begins working with a clinic.
Show measurable business impact not assumptions.
Agencies Use SmartSync To
Dental Agencies Struggle With Client Reporting
Most agencies rely on fragmented data sources:
Call tracking tools, Lead forms, Appointment reports, Manual spreadsheets.
But dental practice owners ultimately evaluate performance based on production and revenue.
Without PMS visibility, agencies face challenges such as:
Difficult ROI conversations, Client churn, Time-consuming reporting, Limited operational insight
SmartSync solves this gap.
Connect Marketing Performance to Real Clinic Revenue
SmartSync synchronizes operational data directly from dental PMS systems into CRM platforms agencies already use.
Automatically track:
New Patients Generated, Appointment Activity, Treatment Proposed, Treatment Completed, Payments Received, Outstanding Balances, Expected Future Revenue
All updates occur automatically within minutes.
No manual data collection required.
Show Revenue Generated After Your Agency Started
One of the biggest challenges agencies face is demonstrating long-term value.
SmartSync automatically tracks payments received after a clinic begins working with your agency.
Inside CRM opportunities you can view:
First patient payment
Lifetime patient revenue
Revenue generated during agency engagement.
This allows agencies to clearly demonstrate financial growth during client review meetings.
Marketing conversations become business conversations.
Want to Talk to Us?
Schedule a quick demo and see SmartSync in action.
Manage Performance Across Multiple Clinics From One System
Agencies managing several dental practices gain centralized visibility using SmartSync.
Monitor:
Identify opportunities quickly without logging into multiple PMS systems.
Power CRM Automation Using Real Clinic Activity
SmartSync converts PMS updates into automation triggers inside your CRM.
Supported events include:
New Patient Created, Appointment Booked, Appointment Modified, Missed Appointment, Patient Showed, Treatment Proposed, Payment Received
Agencies can build automated workflows such as:
Automation becomes smarter because it is based on real clinic activity.
Enhanced CRM Opportunities Automatically Updated
During onboarding, SmartSync configures required CRM custom fields automatically.
Opportunities continuously update with:
Lifetime Patient Payment
First Payment Date
Revenue After Agency Onboarding
Agency teams gain instant visibility without manual updates.
Replace Manual Reports With Automated Intelligence
Without SmartSync:
- Export PMS data manually
- Update spreadsheets
- Prepare monthly reports
With SmartSync:
- Data syncs automatically
- Dashboards update continuously
- CRM reporting becomes effortless
Agencies can focus on growth instead of reporting tasks.
Works With the Tools Agencies Already Use
Supported PMS Systems(All integrations support two-way synchronization.)
CRM Platforms
Guided Setup Designed for Agencies
SmartSync onboarding specialists assist throughout setup to ensure accurate synchronization.
Most agencies begin seeing synchronized data quickly after onboarding.
Setup includes:
PMS connection
CRM configuration
Custom field creation
Opportunity mapping
Data validation
Trusted by Agencies Managing 80+ Dental Clinics
SmartSync helps agencies strengthen client relationships through transparent reporting and measurable results.
Agencies using SmartSync benefit from:
Improved reporting confidence
Faster performance reviews
Better client retention
Frequently Asked Questions
Give Your Agency a Competitive Advantage
Move beyond lead reporting and demonstrate real production growth for every dental client you manage.
Join agencies already using SmartSync across dozens of clinics.