A dental CRM that works every new-patient inquiry until it has an outcome.
Lead Intelligence is a dental CRM and AI lead desk for dental and healthcare practices and groups. It brings website forms, lead ads, tracked calls and online bookings into one lead book, with the source on every record. It follows up by text, email and phone in the practice's name and books the consult on the practice's calendar. A person takes every clinical question and can take over any lead at any time. Autopilot starts off.
What the CRM handles
One lead book
Website forms, social and search lead ads, tracked calls, online bookings and imports, with one record per person and the source on every record.
First contact and follow-up
An AI setter texts and emails new leads in the practice's name inside contact hours the practice sets, and follows up when the person goes quiet.
Calls
An AI voice agent answers new-patient calls the team cannot take, and can place the first call to a new lead if you turn that on.
Consult booking
Real open consult times from the practice's schedule, with confirmations, reminders and self-serve rescheduling.
One thread and one task queue
Text, email and call transcripts in one thread per lead, and one queue for handoffs, callbacks, clinical questions and overdue follow-ups.
Pipeline and scorecards
A pipeline, a lead-source view and follow-up scorecards from new lead to signed case, for one location or a group.
How the work splits between the AI and your team
People take every clinical question
A clinical question always becomes a task for a person on the team, never an AI answer, and every clinical decision stays with the doctor.
Your team sets the dial
Replies the AI is not sure of wait for approval, a person can take over any lead at any time, and autopilot starts off.
Lead generation is Growth Studio's job
Lead Intelligence does not run ads, SEO or creative. Dion Growth Studio does, and its leads arrive with their campaign attached.
The Dion apps that do this work
Each app runs on its own or as part of Dion Health, on one data spine with the rest of the practice.
Questions practice owners ask.
What is a dental CRM?
It is the system that keeps every new-patient inquiry as active work until it ends in an outcome, with the source, the conversation and the next step in one record.
Is it just a chatbot?
No. A chatbot answers a conversation while it is open. Lead Intelligence follows up when the person goes quiet, books the consult, opens a task when a person is needed and records where every lead stands.
Does it help with dental lead generation?
Not directly. Lead Intelligence works the leads you receive; it does not run ads, SEO or creative. Dion Growth Studio, the marketing agency, creates the demand and sends its leads here with their source attached.
Can it book consults directly?
Yes, on the practice management systems it connects to. If you run a system Dion does not yet connect, talk to Dion.
What happens if the patient does not respond?
Follow-up continues on the cadence and channels you configure. It ends when the person replies, books, opts out or sends a stop word, or when someone on your team calls them.
Does it work after hours?
Inside the rules you set. Nothing sends outside the contact hours you choose, and you decide when the AI voice agent covers the phones.
Does it work for groups?
Yes, with one location or many, and the pipeline and scorecards roll up for a group.
Watch a new inquiry get worked.
Try the live demo: write in the way a new patient would, and watch Dion answer.