CRM & Office Management
Full customer relationship management designed for dental labs — and for the reps on the road. Track dental offices, manage contacts, log every interaction, and visualize your pipeline. Then take it outside: see your whole territory on an interactive map, build day-by-day visit plans with optimized driving routes, and subscribe to them from your own calendar. Integrated with Magic Touch for live customer and case data.
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, filtering, and configurable columns
Rich practice profiles: equipment on site, practice management software, operatories, financing, competitive density, and more
Account status and pipeline stage with configurable definitions
Flags for To Visit, Needs Follow-up, and next follow-up dates with overdue highlighting
Office groups for DSOs and multi-location organizations
CSV import with automatic column mapping — bring your whole book of business over in one go
New-customer wizard that matches against Magic Touch and gets new accounts onboarded fast
Contact Directory
Manage contacts linked to offices — dentists, office managers, billing staff. Track phone numbers, emails, roles, and preferred contact methods. Link a contact to Magic Touch and see their live case history right on their profile.
Contact profiles with role, phone, email, and preferred contact method
Office-contact linking for organizational hierarchy
Magic Touch linking with live case summaries per contact — statuses, dates, products
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 map. Color pins by pipeline stage or account status, filter down to exactly the accounts you care about, and build a day's visit list by clicking pins — all from a bird's-eye view of your territory.
Every geocoded office on one interactive, fullscreen-capable map
Pins colored by pipeline stage or account status, with follow-up urgency pulsing on the map
Deep filters: rep, business unit, tags, equipment on site, To Visit, Flagged, and follow-up due
Search and fly to any clinic, doctor, or address
Plan mode: click pins to build a numbered visit list with the route drawn on the map
One-tap open in Google Maps from any pin
Address cleanup tools that geocode missing locations and fix badly placed pins
Visit Planner & Driving Routes
Turn the map into a plan. Build day-by-day visit schedules for each rep, optimize the stop order by real drive time, and push the whole thing to your personal calendar — then log visits against each stop as the day unfolds.
Month, week, and agenda calendars of visit plans per rep — or all reps, color-coded
Ordered stops with appointment times, durations, and notes
One-click stop-order optimization by distance or real drive time
Nearby suggestions surface flagged and follow-up-due offices along your route
Open the full day's route in Google Maps and go
Mark stops visited or skipped, log the visit, and roll leftovers to another day
Subscribe from Google, Outlook, or Apple Calendar so plans show up where you live
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
Activity summary by type, rep, and day — with comparison to the prior period
Pipeline overview with a stage-by-stage conversion funnel
Rep performance: accounts covered, activities logged, new offices added
Follow-up compliance: overdue items and accounts gone quiet for 30+ days
Account status breakdowns across business units
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.