See How SmartSync Connects Dental PMS Systems With CRM Platforms
SmartSync automatically synchronizes patient activity, appointments, treatments, and payments between dental practice management systems and CRM platforms used by agencies and practices.
The setup process is guided and designed to minimize disruption while ensuring accurate data synchronization.
What SmartSync Enables
Built to Bridge Clinic Operations and Marketing Systems
Dental practices manage operational activity inside PMS platforms while agencies and teams manage communication and reporting inside CRM systems.
SmartSync acts as the connection layer between these systems.
When activity occurs inside the PMS, SmartSync automatically updates the CRM so marketing and reporting workflows remain accurate.
Updates typically synchronize within minutes.
How SmartSync Works
Connect Your Dental PMS
During onboarding, SmartSync securely connects to your dental practice management system.
Supported systems include:
Our onboarding specialists assist throughout the process.
No disruption to daily clinic operations.
Connect Your CRM Platform
Next, SmartSync integrates with your CRM environment.
Supported CRMs include:
This allows operational data from the clinic to flow directly into marketing and reporting pipelines.
Automated CRM Configuration
SmartSync automatically prepares your CRM for synchronization.
During setup:
Fields such as the following are continuously updated:
This ensures accurate reporting without manual setup
Real-Time Data Synchronization Begins
Once setup is complete, SmartSync continuously synchronizes important clinic activity.
Updates typically appear inside CRM systems within minutes
Automatically synchronized data includes:
Patient Activity
Appointment Updates
Treatment Intelligence
Financial Data
CRM workflows can automatically trigger using these updates.
Want to Talk to Us?
Schedule a quick demo and see SmartSync in action.
Power CRM Workflows Using Real Clinic Events
SmartSync does not replace your CRM automation.
Instead, it strengthens it.
When PMS activity syncs into CRM systems, existing workflows automatically activate.
Examples include:
Missed appointment recovery campaigns
Treatment follow-up automation
Patient reactivation workflows
Payment reminders.
Automation becomes aligned with real patient behavior.
Designed to Keep Your Systems in Control
SmartSync operates as a synchronization layer between systems.
SmartSync does not store long-term patient data.
Instead, operational updates synchronize directly between PMS and CRM environments.
This architecture allows clinics and agencies to maintain control of their systems while benefiting from automated integration.
Continuous Synchronization You Can Depend On
SmartSync monitors synchronization activity continuously.
Typical update timing:
Data reflected within minutes
Automated syncing throughout the day
This ensures CRM reporting always reflects current clinic operations.
Reliable synchronization reduces manual reporting errors.
Guided Setup From Start to Finish
SmartSync onboarding specialists assist agencies and clinics during implementation.
Support includes:
PMS connection assistance
CRM configuration
Custom field mapping
Opportunity setup
Data verification
Most customers begin seeing synchronized activity shortly after onboarding.
Designed for Agencies and Growing Dental Organizations
SmartSync is used by:
Dental marketing agencies
Multi-location dental groups
Practice consultants
Growth-focused clinics
Currently supporting synchronization across 80+ dental clinics
More Than an Integration Tool
SmartSync transforms operational PMS data into actionable intelligence.
It becomes the operational bridge between marketing and production.
Customers use SmartSync to:
Track marketing attribution
Monitor treatment pipelines
Analyze clinic growth
Automize CRM workflows
Frequently Asked Questions
Ready to Connect Your PMS and CRM?
See how SmartSync can automate reporting and unlock real-time revenue insights across your clinics.