CRM & Office Management
Full customer relationship management designed for dental labs. Track dental offices, manage contacts, log every interaction, visualize your sales pipeline, and see your entire territory on an interactive map. Integrated with Magic Touch for automatic customer data sync.
Office Management
Maintain a comprehensive directory of every dental office you serve. Track account status, pipeline stage, contact details, next follow-up dates, and office-specific notes. Group offices for batch operations.
Full office directory with search and filtering
Account status tracking: active, inactive, prospect, churned
Pipeline stage assignment with configurable stage definitions
Next follow-up date tracking with overdue highlighting
Office groups for regional or account-type organization
New customer intake forms for streamlined onboarding
Contact Directory
Manage contacts linked to offices — dentists, office managers, billing staff. Track phone numbers, emails, roles, and notes. Integrate with Magic Touch for automatic contact population.
Contact profiles with role, phone, email, and notes
Office-contact linking for organizational hierarchy
MTS customer integration for automatic data sync
Contact search across all offices
Activity history per contact for relationship context
Activity Logging
Log every phone call, office visit, email, and interaction. The quick log modal is accessible from any CRM page for instant activity capture. Optional voice-to-text for on-the-go logging.
Activity types: call, visit, email, meeting, note, follow-up
Quick log modal accessible from any CRM page
Optional voice-to-text transcription for hands-free logging
Activity timestamp, duration, and outcome tracking
Activity feed with chronological history per office
Team-wide recent activity stream for manager visibility
Pipeline & Stage Tracking
Visualize your sales pipeline with configurable stages. Track offices as they progress from lead to active customer. Monitor stage distribution, conversion rates, and follow-up compliance.
Configurable pipeline stages: lead, contacted, demo, trial, onboarding, active
Stage transition tracking with timestamps
Pipeline distribution overview with stage counts
Follow-up due tracking with overdue alerts
Account status management alongside pipeline progression
Configurable selects for activity types and categories
Geographic Territory Map
See every office plotted on an interactive Leaflet map. Visualize your territory coverage, identify geographic clusters, and plan efficient visit routes — all from a bird's-eye view.
Interactive Leaflet map with office markers
Click-to-view office details from map markers
Geographic clustering for dense service areas
Filter map by pipeline stage or account status
Territory overview for route planning and coverage analysis
Reports & Analytics
Dashboard with KPI cards showing total offices, active accounts, pipeline prospects, and follow-ups due. Recent activity feed keeps the team aligned on customer interactions.
KPI dashboard: total offices, active accounts, prospects, follow-ups due
Recent activity stream with office and activity type filtering
Pipeline stage distribution charts
Follow-up compliance tracking
Coming soon: revenue attribution and customer lifetime value
How it works
The typical workflow from start to finish.
See CRM & Office Management in action
Every feature is live and production-ready. Let us walk you through how it fits into your lab.