Dental Practice CRM Built for Growth
Dental practices spend on Google Ads and Meta but lose 30-50% of leads to slow response times. Velant captures every dental inquiry, responds in under 30 seconds via SMS or AI voice, books the appointment, and ties every booked patient back to the ad that produced them.
Convert more dental ad spend into booked patients
Book a walkthrough — see the dental CRM workflow from Google Ad click to booked exam.
Convert every dental inquiry into a booked patient
Most dental practices have a strong website and decent ads — but lose patients between the ad click and the booked appointment. Velant fills that gap with AI follow-up that answers in under 30 seconds, qualifies the patient, verifies insurance, and books the new-patient or hygiene visit.
- AI Voice Agent: every inbound call answered in under 5 seconds, 24/7
- AI Lead Follow-up: SMS within 30 seconds of every form submission
- AI Booking Agent: patients self-schedule new-patient and hygiene visits via SMS
- Real-time insurance eligibility (270/271) before the booking
- Closed-loop attribution from Google Ad → chair time → revenue
Built-in telephony and AI call summaries
Dental practices typically run their phone system separate from their CRM, separate from their PMS, and separate from their marketing analytics. Velant's integrated cloud telephony captures every call, transcribes it, summarizes it, and ties it to the right patient record.
- Cloud-based dialer integrated with the patient timeline
- AI call summaries — staff don't take notes during calls
- Call recording with patient consent
- Dynamic Number Insertion (DNI) — track which Google Ad produced each call
- Call routing rules by time of day, provider, location
Marketing attribution: see what's working, kill what isn't
Velant captures GCLID, FBCLID, UTMs, DNI on every call and form. Every booked patient — new-patient exam, hygiene recall, ortho consult — ties back to the original ad. Marketing teams optimize on real cost-per-acquisition, not just cost-per-lead.
- Google Ads click ID (GCLID) capture
- Meta click ID (FBCLID) capture
- Full UTM parameter tracking
- Dynamic Number Insertion (DNI) for inbound call attribution
- Offline conversion uploads to Google Ads + Meta
Multi-location dental groups + DSO support
Velant's unlimited-user pricing and multi-location governance work for solo practices, mid-size groups, and DSO operations. Each location runs its own pipeline and KPI dashboard, with rollup reporting at the group level.
FAQs
Why use a CRM in a dental practice?
Most dental practices have a PMS (practice management system) for scheduling and billing, but lose patients in the gap between marketing inquiry and first booked visit. A dental CRM captures every lead from Google Ads, Meta, and the website, runs AI follow-up in seconds, qualifies the patient, and books the appointment — driving 20-40% more booked new-patient visits with the same ad spend.
Does Velant integrate with my dental PMS (Dentrix, Open Dental, Eaglesoft)?
Velant handles the entire pre-patient workflow: lead capture, AI follow-up, insurance verification, booking. Once the patient is booked, the record can push into your PMS for clinical and billing workflows. Many practices ultimately consolidate scheduling onto Velant for simplicity, keeping the PMS for clinical-only.
Can Velant verify dental insurance benefits?
Yes. Velant's real-time eligibility verification (270/271) covers dental payers and confirms coverage, benefits used, deductible, and any preauthorization requirements before the booking is confirmed.
How much does Velant cost for a dental practice?
Velant Core is $99/mo unlimited users. AI Pro ($299/mo) adds AI workflows. AI Advanced ($499/mo) adds the AI Voice Agent and AI Booking Agent. Plus usage-based call and SMS rates. A typical small dental practice runs $150–300/month total.
Does Velant handle ortho or aesthetics consults differently?
Yes. Different lead types route to different intake flows and pipelines. Ortho leads get the right pre-screening questions; hygiene recalls get a different cadence; aesthetic consultations route to the appropriate provider. All configurable per practice.
Is Velant HIPAA-compliant for dental practices?
Yes. Velant is built for HIPAA-aligned workflows with BAA available, role-based access, audit logs, encrypted communications, and TCPA-aware messaging.