Built for dental practices

The patient-growth CRM for dental practices that already have a PMS.

Your practice management system holds the chart, the perio, the claim, and the chair schedule. That is the right place for that work. Strkr runs the layer before the chair: new patient flow, inactive patient reactivation, treatment plan follow-up, review funnels, and referral tracking, all on one record that reads the way a dental office actually operates.

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What this audience is actually dealing with

The pains that bring buyers here.

Dental practices do not have a CRM problem. They have a pre-chair problem and a post-chair problem that the PMS was never designed to solve. The PMS was built to run the chair: schedule the appointment, chart the visit, bill the insurance, close the claim. Everything that happens before the chair (new patient inquiry, consult booking, treatment plan follow-up) and after the chair (recall when the first reminder lapsed, lapsed hygiene, perio reactivation, review generation, referral tracking) is the growth motion. Most practices run that motion on a mix of PMS reminder modules, a reputation tool, a messaging platform, a spreadsheet of overdue hygiene patients, and the front desk team remembering who to call back. The leaks in that stack are where new patient growth and reactivation revenue quietly disappear.

Inactive patient reactivation

The 2,000 patients who have not been in for six months.

Every established dental practice has a long tail of patients who missed their last hygiene, moved away from the recall cadence, or simply drifted. A single-location practice with 3,000 active patient records typically has 800 to 1,500 inactive relationships that would come back with the right outreach. PMS reminders stop firing after the first few cycles. Nothing takes over. The reactivation motion is almost always the fastest growth lever a practice has, and almost no practice runs it on purpose.

Unaccepted treatment plan follow-up

The treatment plan presented and never scheduled.

The hygienist spotted the crown. The doctor presented the plan. The patient said they would think about it. Six months later nobody has followed up. For a mid-size practice this is often tens of thousands in presented but unscheduled treatment that would convert with a two-touch follow-up cadence. The PMS tracks the plan status; it does not run the human conversation that moves a plan from presented to scheduled.

New patient flow

Google calls, Yelp inquiries, insurance directory leads.

A prospective patient who searched Google for a local dentist, read five reviews, called the front desk once, and never booked is a lead the PMS cannot even model. The front desk takes the call, writes a sticky note, and the trail goes cold. Practices that run a dedicated new patient inquiry stage, with first-touch SLA and a visible pipeline, convert measurably more of the top of the funnel than practices that treat every inquiry as either a booked appointment or a lost cause.

Insurance verification visibility

The front desk cannot see where verification stands.

A new patient books a consult for next Tuesday. The office manager pings the biller to verify benefits. The biller is working through a stack and gets to it on Thursday. The front desk calls the patient Friday to confirm, discovers the plan does not cover the service, and the appointment turns into a reschedule or a cancel. The verification work was done; the status was simply invisible. A shared verification queue with an SLA and a status field keeps the front desk, the biller, and the patient on the same picture.

Hygiene recall past the PMS reminder

When the PMS has given up but the patient is still winnable.

Most PMS reminder modules fire two or three times and then stop. A patient who ignored those reminders is now outside the automated recall loop entirely. Nobody is calling. A dedicated recall revival cadence (SMS, email, voicemail drop) that picks up where the PMS left off brings a measurable percentage of lapsed hygiene patients back every quarter, which is pure revenue that was already in the database.

Review funnel and referrals

The patient who loved the visit and told nobody.

A happy patient is the single highest-converting source of new patients a practice has. Most practices do not operationalize it. A review funnel that quietly asks for a review after a positive visit, routes negative sentiment to the office manager for service recovery, and gives the happy patient a one-click way to refer a friend turns satisfied patients into a measurable growth source instead of a hope.

How Strkr fits a dental practice

The primitives dental teams actually need before the chair.

Strkr was built around the shape of practice that outgrew the PMS reminder module and a reputation tool but has no interest in replacing Dentrix, Eaglesoft, Open Dental, Curve, or any other practice management system. The feature set below ships on every paid tier, reads the way an office manager thinks, and sits alongside the PMS rather than trying to replace it. Clinical scheduling, charting, perio tracking, and claims stay where they belong.

New patient pipeline

Inquiry, consult booked, consult held, patient.

A patient-prospect record moves through inquiry, qualified lead, consultation booked, consultation held, and new patient. Each stage has its own owner, first-touch SLA, and conversion metric. The office manager sees the funnel the way a sales operator sees a pipeline, which is the operating model that actually scales new patient flow without buying more ads.

Referral source attribution

Every new patient tagged, every source rolled up.

Referral source is a required field at inquiry creation with a structured picklist: Google, Yelp, insurance directory, physician referral, patient referral, local event, website, social, and a free-text catch-all. Nightly rollups produce per-source inquiry count, booking rate, show rate, and new patient lifetime value so the practice can finally see which sources actually pay for themselves.

Reactivation campaigns

Lapsed patients come back more often than practices expect.

Native Marketing in Strkr runs reactivation campaigns on 90-day cycles against patients the PMS reminder module has given up on. SMS, email, and voicemail drop sequences target hygiene lapses, perio maintenance lapses, and whitening or restorative campaigns. The practice gets a reactivation lever that was already sitting in the database, and the reporting shows exactly which cadences recovered which patients.

Treatment plan follow-up

Presented plans move to scheduled plans.

When a treatment plan is presented and not accepted the same day, a Flow in Strkr opens a follow-up task on the office manager, drafts a soft reminder email at day three, a direct SMS at day ten, and a courtesy phone touchpoint at day twenty one. The sequence stops the moment the plan is scheduled or declined. Teams running this motion see measurable lift on same-practice case acceptance.

Insurance verification queue

Verification as a visible, timed step.

When a new patient consult is booked, a verification task fires to the billing team with the payer, the member identifier, the planned service codes, and a 24-hour SLA. The front desk sees the queue the moment they log in. When verification stalls, the task escalates to the office manager. When it completes, the patient is notified through the HIPAA-aware template library. The gap between booking and confirmation stops leaking appointments.

HIPAA-aware templates

Front-desk messaging designed for healthcare patterns.

Native SMS and email for business-side communication (appointment reminders, consult confirmations, treatment-plan follow-ups, reactivation outreach) with templates designed around HIPAA-aware patterns: consent capture per channel, keyword stop handling, PHI redaction prompts if an inbound message appears to include clinical details that belong in the PMS or chart, and a clean audit trail. Clinical communication stays in the PMS or patient portal.

Review funnel

Private ask first, public prompt second.

A post-visit Flow asks the patient privately whether the visit went well. A positive answer routes to a one-click Google or Yelp prompt. A negative answer routes to the office manager for a service-recovery call before the one-star review posts. The review count climbs, the local search ranking climbs, and the office keeps a chance to repair the moment that would have gone sideways in public.

Referral tracking

Happy patients become a measurable growth channel.

A patient who leaves a five-star review or a strong post-visit score enters a referral-generation cadence with a tracked share link, a thank-you touchpoint if the referral converts, and a reporting view that attributes new patients back to the referring patient. Patient-to-patient referral becomes a source with real numbers instead of a line in a staff meeting.

New patient packet signing

DocuSign or PandaDoc for medical history and consent forms.

New patient packets (health history, HIPAA notice, financial agreement, consent forms) send through DocuSign or PandaDoc integrations before the first visit, with signed copies filed back to the patient record. The chair time that used to go to paperwork becomes clinical time. Front-desk check-in happens in minutes instead of a clipboard shuffle.

The post-visit half of the practice

What a growth CRM should do after the appointment is complete.

The best dental practices in 2026 do not treat the CRM as a pre-visit tool. They run the full business-side relationship: inquiry, consult, first visit, follow-up, treatment plan completion, hygiene maintenance, review, referral, service-line expansion, lapsed-patient win-back. Strkr is built for that scope because the patient record stays the center and the PMS stays the chart.

First-visit follow-up

A structured touchpoint, not a scribbled sticky note.

The day after the first visit, a Flow sends a thank-you note, invites a review on the practice preferred platform, and schedules the follow-up outreach appropriate to the service mix: a recall reminder for hygiene, a treatment plan follow-up for restorative, a wellness check-in for new patients. The front desk never forgets, the review count climbs, and the patient feels seen.

Perio reactivation

The highest-value recall is the one most practices miss.

Periodontal maintenance patients are a long-term relationship, and the three or four month cadence slips the moment the first missed reminder goes unanswered. A dedicated perio reactivation campaign on a 90-day cycle, scoped to patients on a perio maintenance recall type, pulls back patients the PMS reminder module stopped engaging. The campaign reporting shows exactly which perio patients returned and how much maintenance revenue was recovered.

Service-line expansion

The second service the patient did not know you offered.

A general practice that also offers Invisalign. A family practice that also offers whitening. A restorative practice that also offers implants. Strkr models service lines on the patient record and runs a cadence to surface a relevant second service to the right patient at the right time. Practices running this motion see service-mix revenue climb without adding ad spend.

Hygiene recall rescue

Pick up where the PMS reminder stopped.

A nightly Flow identifies hygiene patients the PMS has flagged as overdue and lists the ones outside the automated reminder cycle. A three-touch cadence (SMS, email, voicemail drop) runs on a 90-day loop. Response rates feed the reactivation report, and the practice gets a visible answer to the question most offices cannot answer today: how much hygiene revenue sits outside the PMS reminder cycle.

Treatment plan nurture

Big cases need more than one soft ask.

A full-arch rehabilitation plan, a cosmetic case, or a staged restorative plan rarely accepts on the first conversation. Strkr runs a long-form nurture tailored to the plan size: patient education content, financing option reminders, a social-proof sequence with case photos, and a scheduled check-in with the doctor or treatment coordinator at the right moment. The acceptance rate on larger plans climbs because the follow-through is finally structured.

Review and reputation

The review flywheel is a Flow, not a staff ask.

Post-visit Flow asks the patient privately if the visit went well. A positive answer routes to a one-click review prompt on Google or Yelp. A negative answer routes to the office manager for a service-recovery conversation. The review count climbs, the local search ranking climbs, and the service-recovery call happens before the one-star review posts to a public page.

What dental buyers compare on

The real evaluation checklist for a dental growth CRM.

Most "best CRM for dentists" articles compare feature matrices that are 90 percent identical across the top ten tools. The real evaluation criteria for a dental practice sit somewhere else. Here is the honest version, written by operators who have run growth motions inside real practices.

The clinical boundary

Is the vendor trying to replace your PMS?

Strkr is the growth and relationship CRM: inquiry, consult, treatment plan follow-up, reactivation, review, referral. It does not store charts, perio notes, radiographs, or claim files. Dentrix, Eaglesoft, Open Dental, Curve, and other PMS tools stay the system of record for the chair. The two systems are complementary. Any vendor that pitches a one-tool replacement is overselling, and the practice that buys that story usually ends up with a weak PMS and a weak CRM.

Time to first useful day

Days from signup to a front-desk coordinator using it.

Strkr: typically 3 to 10 days with no implementation partner for a single-location practice. Enterprise dental-industry suites: often 4 to 12 weeks because the PMS integration is on the critical path. Legacy reputation and reminder bolt-ons: 1 to 3 weeks of staff training and vendor-managed setup. For a practice that just wants the growth layer online, Strkr is the fastest path to value without a long onboarding engagement.

Office manager time required

How many hours a week does this really cost to run?

Strkr: the office manager spending a few hours a week once the initial Flows are built, maintaining campaigns and reviewing the reactivation report. The data model is readable and the automation surface is a canvas, not a scripting language. Legacy vertical platforms often need a vendor on retainer for even moderate changes, which breaks the economics for a 2 to 6 chair practice.

Three-year total cost

What this stack actually costs by year three.

Strkr: license plus seats, nearly flat as the practice grows. The all-included module structure (CRM, Marketing, Projects, Messaging, Docs) means the common bolt-ons practices add in year two (marketing automation, review tool, messaging platform) are already in the bundle. Dental-industry suites tend to escalate on module add-ons, contact-tier fees, and hardware refresh SKUs that grow materially by year three.

PMS interoperability

How does it talk to your practice management system?

Strkr listens to appointment, treatment plan, and patient-created events from the PMS through webhook or native integration patterns where the PMS supports them, and pushes business-side reminders and campaigns on the appropriate channels. Clinical notes never leave the PMS. The business-side relationship never leaves the CRM. Each system does the job it was designed for.

Reporting flexibility

When the office manager wants a cohort report.

Strkr: cross-object reports on every paid tier, custom report builder, CSV export, scheduled email delivery. The office manager can answer questions like per-source new patient conversion, per-provider case acceptance, per-service-line revenue, lapsed-hygiene recovery rate, and per-insurance-payer booking rate without a separate analytics tool bolted on.

DSO-adjacent practices and small groups

What changes when a solo office grows into a small group.

The 2 to 10 chair range is where most independent dental practices live, and where the operational shape starts to resemble a small DSO. The front desk is no longer one person. The office manager is coordinating across operatories or across locations. The growth motion has to be measurable rather than vibes-based. Strkr is designed to grow with that transition without changing tools midway.

Shared pipeline across operatories

Every chair sees the same new patient list.

A multi-chair practice has multiple hygienists, multiple assistants, sometimes multiple doctors, and shared responsibility for the new patient queue. Strkr gives every operatory the same real-time pipeline view scoped to the right assignments, which replaces the sticky-note and group-chat coordination that falls apart the moment the office gets busy.

Per-provider case acceptance

Reporting that answers the right questions.

When the practice has multiple doctors or multiple treatment coordinators, the office manager needs to see case acceptance by provider over time, segmented by plan size, service line, and insurance category. Strkr ships the cross-object reporting to produce this view on day one, which turns a monthly guess into a monthly conversation grounded in real numbers.

Multi-location coordination

Two offices under one roof, operationally.

A practice with two to four locations usually runs each location on its own PMS instance. Strkr unifies the growth layer across locations so the office manager can see new patient flow, reactivation performance, and review generation across the whole group. The PMS stays per location. The growth layer stays unified.

Office manager onboarding

A new office manager is productive in the first week.

Dental turnover at the front desk and the office manager role is a real thing. A growth CRM that takes a vendor-led training to use is a liability every time the role turns over. Strkr onboarding takes a few hours of self-serve video and a sandbox practice, which keeps the growth motion running regardless of who holds the office manager chair this quarter.

Front-desk mobile

The front desk moves between rooms.

A chair-side assistant checking on a treatment plan status, a hygienist confirming the next recall slot, an office manager answering a call from the parking lot. Strkr mobile ships with offline queue so a dropped connection does not drop the task. The practice runs on real-world dental office conditions, not the fiction of a desk-bound operator.

Role-based access

The hygienist does not need the full admin surface.

Strkr has first-class roles and permissions on every paid tier. The hygienist sees recall tasks and treatment plan follow-ups scoped to their patients. The treatment coordinator sees the full new patient pipeline. The office manager sees everything plus reporting. The doctor sees case acceptance and review feedback. Each role gets the right view without a certification course.

Head-to-head

Strkr vs the typical dental growth stack.

Most dental practices evaluating a growth tool land on Weave, Lighthouse 360, Solutionreach, NexHealth, or a reminder-plus-reputation bolt-on sitting beside a spreadsheet of overdue patients. Those are reminder and messaging tools, each strong at a specific slice. Strkr is a patient-prospect and growth CRM that sits alongside them or replaces that subset depending on practice shape. Here is the honest side-by-side.

Feature Strkr Weave / Lighthouse 360 + spreadsheets
Pricing basis Flat per seat, every paid tier gets the full product Per location plus per-module add-ons, often with hardware
New patient pipeline (inquiry, consult, patient) First-class pipeline with stages, SLAs, and reporting Limited; most start at the PMS appointment, not the inquiry
Referral source attribution Structured required field, nightly rollup, lifetime value by source Typically a free-text field with no rollup
Reactivation campaigns past the PMS reminder Native Marketing module with 90-day cycles and reporting Reminder tool stops after a few cycles, then a spreadsheet
Treatment plan follow-up Flow with task, email, SMS, and phone touchpoints Not modeled; office manager tracks by memory
Insurance verification queue Timed task, visible status field, escalation on breach Internal chat or a sticky note on the biller monitor
HIPAA-aware messaging templates Business-lane only, consent capture, redaction prompts Reminder templates with varying consent patterns
Review funnel with service-recovery branch Private ask first, negative sentiment routed to office manager Public prompt only, no service-recovery branch
Native marketing automation Included module, same records as CRM Separate purchase or separate vendor
Project / implementation module Included for new location rollouts and onboarding plans Not included; teams stitch a separate tool on top
Custom objects and fields Every paid tier, no admin certification Vendor-managed or not available
Mobile UX for front-desk and operatory First-class mobile with offline queue Desktop-first; mobile is a limited companion app
How teams use Strkr

Playbooks dental practices run on Strkr today.

The common thread across dental adopters: automate the moments where patients leak out. The missed hygiene recall, the unaccepted treatment plan, the quiet consult inquiry, the lapsed perio patient, the happy visit that never generated a review or a referral. Each of these is where a passive office loses revenue a modern office captures.

Family dental practice

Reactivation of 1,800 overdue hygiene patients.

A 4-chair family practice ran a reactivation audit and found 1,800 patients overdue on hygiene recall outside the PMS reminder cycle. On Strkr, a reactivation Flow runs on a 90-day loop with a 3-touch sequence (SMS, email, voicemail drop) scoped by last-visit date and insurance payer. The first cycle brought roughly 12 percent of lapsed patients back on the schedule; the second cycle, running 90 days later with different messaging, added another 7 percent. The campaign reporting shows exactly which cadence recovered which patients.

Cosmetic practice

Treatment plan follow-up on larger cases.

A cosmetic-focused practice presents an average of eight treatment plans per week with a plan size well above the general-practice average. On Strkr, a Flow opens the moment a plan is presented but not accepted the same day. A soft email at day three, an SMS at day ten, and a scheduled treatment-coordinator phone touchpoint at day twenty one run until the plan accepts or declines. Same-practice case acceptance climbed measurably once the follow-through was finally structured.

Perio-focused group

Perio maintenance reactivation on a 90-day loop.

A general practice with a significant periodontal maintenance base saw perio recall adherence slip under 60 percent. On Strkr, a perio-specific reactivation campaign scoped to the perio maintenance recall type runs on a 90-day cycle. The campaign messaging is written for the perio relationship, not generic hygiene. Perio adherence climbed and the practice stopped losing high-value maintenance patients to inattention.

Multi-location group

Unified new-patient reporting across three offices.

A 3-location group ran each office on its own PMS instance and could not produce a single new patient report across locations. On Strkr, every new patient inquiry is tagged with location, referral source, and service line at creation. The office manager now sees per-location new patient flow, per-source conversion rate, and per-location review generation on one weekly report. Marketing spend reallocated inside the first two quarters based on real numbers rather than anecdote.

Solo pediatric dentist

Review funnel with service-recovery branch.

A solo pediatric practice wanted more Google reviews without risking a public one-star post. On Strkr, a post-visit Flow asks the parent privately whether the visit went well. A positive answer routes to a one-click Google prompt. A negative answer routes to the office manager for a same-day service-recovery call. The review count climbed, local search ranking climbed, and the one or two unhappy visits per quarter never reached a public page.

The growth layer your dental practice has been improvising.

Start a 14-day trial with CRM, Marketing, Projects, Messaging, and Docs enabled from day one. Model the new patient pipeline, the reactivation cadence, the treatment plan follow-up, and the review funnel that your current PMS and reminder tool cannot run on their own. See transparent per-seat pricing with the full product on every paid tier.

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Common questions

What buyers in this bucket ask most.

Does Strkr replace Dentrix, Eaglesoft, or Open Dental?

No, and we would not recommend it. Strkr is the pre-chair and post-chair growth CRM: new patient inquiries, consultations, treatment plan follow-up, reactivation campaigns, perio recall revival, review funnel, referral tracking, and front-desk messaging designed around healthcare patterns. Dentrix, Eaglesoft, Open Dental, Curve, and other practice management systems stay the system of record for charts, perio notes, clinical scheduling, imaging, and insurance claim files. The two systems are complementary. Most practices integrate the two by letting the PMS own the chair and letting Strkr own everything that happens before and after the chair. A vendor who pitches a one-tool replacement for both is overselling, and the practice that buys that story usually ends up with a weak PMS and a weak CRM.

Is Strkr a HIPAA-compliant CRM for dental practices?

HIPAA compliance is a program, not a product feature, and any vendor that claims full compliance as a single checkbox is overselling. Strkr is designed as the business-side relationship layer for a dental practice and ships HIPAA-aware communication patterns: templates designed for healthcare conversations, no clinical PHI fields on business-facing records, redaction prompts if an inbound message appears to contain clinical details that belong in the PMS or chart, consent capture per channel, keyword stop handling, and a complete audit trail of business-side communication. For clinical conversations, teams continue to use the PMS or patient portal. Practices with a Business Associate Agreement requirement should contact us to discuss the current state of our BAA posture and whether the business-side scope fits inside an existing PMS BAA, since the clinical boundary is intentional.

How does Strkr handle appointment reminders and SMS?

Native messaging in Strkr runs the business-side communication: new patient inquiry replies, consult confirmations, treatment plan follow-ups, reactivation campaigns, and review requests. The appointment confirmation at the clinical layer continues to run from the PMS or its native reminder module if the practice prefers to keep that split. For practices consolidating, Strkr handles the full reminder stack with templates designed around HIPAA-aware patterns, consent capture per channel, keyword stop handling, and inbound-message redaction prompts. Practices that already have an SMS carrier relationship can bring their own Twilio in place of the native sending stack if that matches their deliverability or compliance posture.

What size dental practice is Strkr a good fit for?

The sweet spot is a solo or DSO-adjacent practice with 1 to 10 chairs and a few to a dozen business-side seats. Single-location family and specialty practices benefit most from the reactivation and treatment plan follow-up motions. Multi-location groups under about 10 locations benefit most from the unified reporting layer across offices. For a one-chair startup practice under 500 patients, Strkr Starter works, but a small practice often does fine on the PMS reminder module alone for the first year. For an enterprise DSO with hundreds of locations and a dedicated analytics team, the picture is more nuanced; a vertical dental suite with enterprise DSO specialization may fit better at that scale.

How does Strkr handle referral source tracking?

Referral source is a structured required field at inquiry creation with a configurable picklist for the typical dental sources: Google, Yelp, insurance directory, physician referral, patient referral, local event, website, social, and a free-text catch-all. A nightly flow rolls up per-source metrics (inquiry count, booking rate, show rate, new patient lifetime value) which drive a reporting view the office manager can filter by date range, provider, service line, and location. Teams that take this seriously end up reallocating marketing spend inside the first two quarters because the data finally supports the decision.

Can we migrate from Weave, Lighthouse 360, Solutionreach, or NexHealth to Strkr?

Yes. Strkr has import tooling for the common formats and CSV exports from Weave, Lighthouse 360, Solutionreach, NexHealth, and most reminder-plus-reputation tools. Custom fields map cleanly. The deeper work is rebuilding the reactivation cadences, the referral-source taxonomy, and the review funnel branches, since those are usually where the current tool is doing partial work. Most single-location practices complete the migration in 2 to 4 weeks running the two systems in parallel before cutover; multi-location groups typically phase by location over a quarter. The PMS stays untouched through the entire migration.

What integrations does Strkr ship for a dental practice today?

Strkr integrates with the common surfaces a dental practice already runs: webhook listeners for the major PMS vendors where the PMS exposes outbound events, Google and Yelp for review prompt routing, DocuSign and PandaDoc for new patient packet signing and treatment-financing paperwork, Google Calendar and Microsoft 365 for consult coordination on the business side, and native email and SMS for the business-side communication lane. Every integration ships as first-class native code with secret credentials stored in a managed key store, not through a third-party integration bus.

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