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Referral CRM
Cultivate And Expand Your Referral Network
A CRM system tailored for dental specialists to cultivate and expand their referral connections.
Why you use it
Cultivate And Expand Your Referral Network
A CRM system tailored for dental specialists to cultivate and expand their referral connections. Referral CRM is a marketing automation and contact relationship management (CRM) platform that helps dental specialists expand their referral network, track referral coordinator's tasks, and better communicate with existing referral offices.
Expand your networks of referring offices
Market to existing referring offices
Track referral coordinator tasks
What we do
Maintain Referral Relationships With Improved Communication
OneClick Referral CRM is a dental CRM (Customer Relationship Management) leader. Our solution helps dental practices organize and provides the information needed to inform and support referral coordinators, Professional Relationship Directors (PRDs), and marketing teams’ outreach efforts.
Ensure nothing falls through the cracks with a robust to-do tracker for all your staff
Promote your practice every week to hundreds of referring providers automatically
Improve customer service and increase revenue without doing the work manually
Why WE DO It
Why Is CRM Important?
$8.71
CRM makes an average of $8.71 for every $1 spent
41%
A practice CRM can increase revenue by 41%
300%
Lead conversion rate improvements of over 300%
27%
Referral retention improvements of 27%
Referral CRM Platform
- Pre-built snapshot for referral coordinators
- Automated funnels and workflows
- Unlimited team members and clients
- Beautiful ready-made landing pages and templates
- Influential nurture and retargeting systems
- SMS/voice/ social and email campaigns
- Course building / LMSSocial media planner
- Affiliate referral manager
- Full booking system with no show and follow-ups
- Mobile app to keep up with all your leads and track
Add Ons
Concierge Onboarding
- Get technical integration assistance as needed
- Best practices for better results
- Easy setup – no dev required
Integrations
- One Integration from HighLevel to your PMS
- Cybersecurity Insurance
- HIPAA Compliance
Support
Still confused? Ask us anything.
We offer support documentation and ticket requests to ALL of our customers, no matter what plan you choose or your time zone.
We believe everyone deserves access to help when they need it.
Never lose another referral.
Seamlessly integrated digital referral tool built for easy dentist to dentist communication