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For dental practices and DSOs

More new patients for your practice, and proof of where every one came from.

We run your ads and website. Our own software follows every call and form until the patient is booked and in the chair, on one screen for every location. Most agencies send you a report. We give you the login.

Pipeline · last 90 days Demo practice
  1. Leads 946 Every call, form and message, with the ad it came from
  2. Reached 880 Answered or called back
  3. Booked 413 467 reached, never booked
  4. Came in 345 First visit kept
  5. Accepted treatment 160 $338K in treatment accepted
$7,641 in ads $251,687 produced from paid leads 33×

A report every month. Never an answer.

“I view monthly reports without really understanding what we're learning from it and what we're going to do differently next month.”

CEO, multi-location DSO

The agency says it brought in your new patients. The front desk isn't so sure. The report counts clicks and form fills and stops before anyone asks whether the patient booked, showed up or paid.

Meanwhile a typical practice buys its website from one company, call tracking from another, reviews from a third, email from a fourth, and a dashboard to stitch them together. Each bills monthly. None of them reads your schedule.

A DSO multiplies it. Locations run different practice management systems, budgets are split without knowing which ads bring patients, and every acquisition adds another vendor. Inside the 50+ practice DSO we work with, that was seven systems and no single view.

Each vendor answers for its own piece. Nobody answers for the patient.

What you log into.

The same screens our team works in every day. Your login is included, not an add-on.

  1. Which ads actually brought patients in?

    Spend, leads, booked and came in for every channel, side by side, with what each patient who came in cost. So you know where the next dollar goes. Came in needs your practice management system connected.

    Channels table for a demo practice: spend, leads, reached, booked, came in, cost per patient, case accepted, production and collected for Google Ads, Meta Ads, Google Business Profile, organic and referral
  2. What happened to every call?

    Tracking numbers on your ads, website and Google profile. Every call is recorded with where it came from and whether it booked, so you can hear the new-patient calls that slipped away.

    Call list showing each call's time, where it came from, length and whether it booked, with caller details blurred
  3. What should we change this week?

    Every morning we check your ads and website, flag what slipped, like an ad wearing out or clicks not reaching the page, and draft the fix for you to approve.

    What needs you: a website watch and an ads watch flagging problems
  4. Which location needs help?

    Every practice side by side on one screen, so budget goes where chairs are open and what works at one location moves to the next.

    Practices table comparing two demo practices by ad spend, leads, booked, came in, cost per patient, production and new patients

"It felt busy." Now it's a number.

Here's what that looks like at two real practices inside a 50+ practice DSO, and why the DSO is now rolling CareRM out to more of its practices.

  1. A report a month, and no answers

    Two practices, one agency report a month, and no way to tell which new patients the marketing had produced.

  2. One day on site

    We filmed the doctors, the team and real patients. That footage became the video ads, and each practice's website was rebuilt to match.

  3. Live on Meta

    The ads ran on Meta, and each appointment form showed which ad and page it came from. Activity on the two practices' request-appointment pages climbed within weeks.

  4. The phones went quiet

    When the campaign paused for a few weeks, the practice owner said the phones stopped ringing.

    “The feeling in the office could feel the reduction in marketing spend.”

    CEO, multi-location DSO
  5. A different problem

    When the campaign came back, so did the calls.

    “The phone's ringing so much, we gotta pull the dental assistant out of the operatory.”

    Practice owner, as told by the DSO's CEO
31.5× request-page activity
Weekly activity on the request-appointment pages of two pilot practices inside Bright Direction Dental, a 50+ practice DSO: about 21 a week in the 26 weeks before launch, about 656 a week in the six weeks after. Both practices combined, estimated from the website's analytics chart.
2 → 16 practices in about four months
After the pilot, the DSO began rolling CareRM out. 16 practices are signed, and counting.

It is not a count of visitors, bookings, patients or revenue.

"It felt busy" is where most marketing ends. CareRM is built so the next practice sees the calls, the bookings and the patients in the chair.

Read the full story

From the family practice to the DSO boardroom.

Run a practice?

You don't have a marketing department or a data person, and you shouldn't need either.

Family or specialty, we run the website, ads, calls and reviews. You get one screen that shows how each new patient found you.

  • Know how every new patient found you
  • Hear the calls that didn't book
  • Spend where your schedule has room
  • Keep your history as you grow

Run a DSO?

Acquisitions add locations. CareRM adds growth inside them.

Each practice gets the same platform on the plan it needs. We compare them on one screen, move budget to the practices with open chairs, and carry what works at one to the rest.

  • Every location ranked on one screen
  • Budgets set by what brings patients, not by guesswork
  • New acquisitions onboarded with a baseline from day one
  • We extend your marketing team, or we are it

One view for the practice owner, the regional manager and the CEO.

Not a fit if you want someone to run an ad account and send a monthly click report. If a channel is already producing profitable patients, we leave it alone.

One fee per practice. The platform is included.

No separate fee for the dashboard, hosting or reports. Each practice picks the plan it needs, from a secure website to a full growth program, and a DSO can mix plans across its locations.

Plan 1Host
Secure HIPAA-ready hosting, maintenance, backups, security updates and website changes, with the platform login.
Plan 2Presence
Host, plus local SEO, AI-search readiness, light Google Search and Meta image ads, and call tracking.
Plan 3Growth
Presence, plus email and CRM follow-up sequences, including reactivation and onboarding, attribution, and about two social image posts a month.
Plan 4Accelerate
Growth, plus Meta video ads with a monthly creative refresh, and localized YouTube ads.
  • Ad spend and phone-line charges pass through at cost, never marked up. Call tracking comes with Presence and up.
  • Start on 12 months of Host or 3 months of any other plan and the website build or redesign is free. After that, month to month on 30 days' notice, with no termination fee.
  • Every practice gets the dashboard, monthly results and a monthly call. A DSO also gets a weekly executive review.

See the plans

You own what we build.

Some agencies keep the ad account and strip the forms off your site on the way out. Here it is in writing before we start: the accounts are in your name, your data is exportable, and nothing is built to make us hard to leave.

Ad accounts
Meta and Google accounts stay in your name. We are added as partners.
Creative and footage
Yours. We keep the right to show the work in our portfolio.
Website and landing pages
Built into your site, under your domain.
Call tracking and recordings
Built into CareRM, alongside your ads, forms, and bookings.
CRM and lead data
Exportable on request and if we part ways.
PMS connection
You authorize it, and you can revoke it at any time.
Your first-party data
Visitors, leads, calls and patient matches are yours, exportable as CSV whenever you ask.
Reports and attribution history
Exportable as CSV or PDF when we part ways.

What is a new patient worth to you?

Bring one practice or your whole DSO. In 30 minutes we look at what you spend, where your new patients come from and where your schedules have room.

Book my 30-minute walkthrough