Built Specifically for Dental Marketing Agencies

    Stop reporting leads and appointments. Start proving real revenue growth for your dental clients.

    SmartSync.One 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.

    Book a Demo
    Dentrix and Open Dental to GoHighLevel patient data sync workflow

    Agencies Use SmartSync.One To

    Prove marketing ROI
    Improve client retention
    Automate reporting
    Track treatment
    Manage multiple clinics efficiently
    Track Payment
    The Agency Problem

    Dental Agencies Are Struggling With Client Reporting

    The majority of agencies depend on disjointed data sources

    Call tracking tools, Lead forms, Appointment reports, Manual spreadsheets.

    But owners of dental practices judge success by production and revenue.

    Without PMS visibility, agencies encounter difficulties such as:

    Tough ROI discussions, Churn clients, Reporting time consuming, Operational insights limited

    SmartSync.One fills this gap.

    How SmartSync.One Helps Agencies

    Relate Marketing Performance to Real Clinic Income

    SmartSync.One pulls the day-to-day operational data, dental PMS, directly into the crm platforms agencies are using.

    Automatically track:

    New Patients Generated, Appointment Activity, Treatment Proposed, Treatment Completed, Payments Received, Outstanding Balances, and Expected Future Revenue

    All updates are done automatically within minutes.

    No more busywork manual data collecting.

    Prove ROI With Confidence

    Show Revenue Generated After Your Agency Started

    One of the biggest challenges agencies face is demonstrating long-term value.

    SmartSync.One 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.One in action.

    Let's Start
    Built For Multi-Location Management

    Manage Performance Across Multiple Clinics From One System

    Agencies managing several dental practices gain centralized visibility using SmartSync.One.

    Monitor:

    Clinic growth trends
    Appointment performance
    Treatment pipeline
    Revenue performance across locations.

    Identify opportunities quickly without logging into multiple PMS systems.

    Automation for Agency Workflows

    Power CRM Automation Using Real Clinic Activity

    SmartSync.One 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:

    Patient nurture sequences
    Missed appointment recovery
    Treatment follow-up campaigns
    Patient reactivation programs.

    Automation becomes smarter because it is based on real clinic activity.

    Opportunity Module Intelligence

    Upgraded CRM Opportunities Dynamically Refreshed

    In the course of onboarding, SmartSync.One automatically creates necessary CRM custom fields.

    Opportunities continually refresh with:

    1

    Lifetime Patient Payment

    2

    First Payment Date

    3

    Revenue After Agency Onboarding

    Agency teams have real-time visibility, with no manual updates needed.

    Save Reporting Time by the Hour

    Replace Manual Reporting with Automated Intelligence

    Without SmartSync.One:

    • Export PMS data manually
    • Update spreadsheets
    • Complete the monthly report using the chart
    Modern Approach

    With SmartSync.One:

    • Data syncs automatically
    • Dashboards update continuously
    • CRM reporting has never been easier

    Agencies can concentrate on growing, not reporting.

    Supported Systems

    Works With the Tools Agencies Already Use

    40+ Supported PMS PlatformsCore dental PMS platforms feature turnkey two-way sync. Specialty and EHR systems are labeled by availability.

    Open Dental
    Dentrix (G6, G7, G8)
    Dentrix Ascend
    Dentrix Enterprise
    Eaglesoft
    Curve Dental
    Denticon
    eClinicalWorks
    Dolphin
    OrthoTrac
    PracticeWorks
    Cloud9
    Athenahealth
    Modernizing Medicine
    NextGen Office
    More (40+ Supported)

    CRM Platforms

    GoHighLevel
    HubSpot
    Salesforce
    Onboarding Support

    Built-for-Agencies Guided Setup

    SmartSync.One onboarding experts guide you through the process to make sure your data is syncing correctly.

    The majority of agencies begin accessing synchronized data shortly after onboarding.

    Setup includes:

    1

    PMS connection

    2

    CRM configuration

    3

    Custom field creation

    4

    Opportunity mapping

    5

    Data validation

    Customer Outcomes

    Agencies and Practices Supporting 120+ Customers Trust Us

    SmartSync.One enables agencies to enhance client relations with clear reporting and tangible results.

    Agencies that use SmartSync.One enjoy the following benefits:

    Greater confidence in the reports

    Quicker performance reviews

    Improved client retention

    Frequently Asked Questions

    What is software for dental marketing agencies?
    Software for dental marketing agencies like SmartSync.One helps connect marketing efforts directly to real clinic performance by tracking patients, treatments, and payments using PMS and CRM integrations.
    How can dental agencies prove marketing ROI to clients?
    Dental agencies can prove marketing ROI by tracking actual revenue generated after onboarding a client, including patient payments and treatment value, instead of relying only on leads or appointment data.
    What does dental agency reporting software track?
    WDental agency reporting software tracks key metrics such as new patients, appointment activity, treatments proposed and completed, payments received, and future revenue to provide a complete performance view.
    Does SmartSync.One support dental CRM integration for agencies?
    Yes, SmartSync.One integrates with popular CRM platforms like GoHighLevel, HubSpot, and Salesforce, allowing agencies to sync real-time PMS data directly into their existing workflows.
    How does SmartSync.One help improve client retention for agencies?
    SmartSync.One improves client retention by providing transparent, data-driven reports that clearly show revenue growth and marketing impact, making it easier to build trust and justify ongoing services.

    Give Your Agency a Competitive Advantage

    Move beyond lead reporting and demonstrate real production growth for every dental client you manage.

    Join 120+ customers already using SmartSync.One.

    Book a Demo