Skip to main content
Dental Pulse

THE PLATFORM

Every customer signal in your lab, turned into a plan of action.

Dental Pulse unifies customer, case, sales and production data, then uses AI to tell sales, marketing and customer success what to do — and when.

01 — CUSTOMER 360

Know every dentist like your best rep does.

Buying history, case mix, remakes, turnaround, payment behaviour and every touchpoint — in one profile your whole team shares.

  • Customer database & CRM built specifically for dental labs
  • Category breakdown: what they buy and what they don’t
  • Lifetime value and health score calculated for each account
RD
Riverbend Dental
Dr. Maria Lopez • Customer since 2019 • Territory North
Health 82 • Healthy
Lifetime value
$212K
Cases (90d)
148
Remake rate
2.1%
Avg. turnaround
6.2 d
Category mix
Crown & bridge
78%
Removables
22%
Implants
0%
Alerts
Updated 6:00 AM
Churn risk•Lakeside Family Dentistry

No cases in 23 days. Usual gap is 4 days. Lifetime value $96K.

Quality risk•Park Ave Orthodontics

Remakes up 3x this month — mostly aligners. Flag for QC review.

Opportunity•Riverbend Dental

Strong crown volume, no implant cases. Similar accounts spend $18K/yr on implants.

Growth•Dr. Chen & Associates

Case volume up 30% this quarter. Good moment to introduce digital workflow.

02 — PREDICTIVE INSIGHTS

Hear the warning signs while there’s still time.

Dental Pulse learns each dentist’s normal rhythm and flags meaningful changes — drops in volume, longer gaps between cases, rising remakes, or growth worth acting on.

  • Churn prediction for every account
  • Cross-sell and upsell opportunity detection
  • Alerts routed to the right rep automatically

03 — ACTIONABLE RECOMMENDATIONS

A game plan for every account, not another report.

The AI business assistant turns insights into a sequence of next steps — who to call, what to offer and when to follow up.

  • Recommended action sequences tailored to account history
  • Integrated talking points and suggested offers
  • Tracks outcome so recommendations get smarter over time
Game plan • Lakeside Family Dentistry
Created by AI Assistant • Priority: High
Win-back
Call Dr. Shah’s office managerIn progress

Ask about the last two cases — both had shade remakes.

2
Offer a free shade-matching consultStep 2

Book your ceramist for a 20-minute visit this week.

3
Send pickup reminder via WhatsAppStep 3

Automated, 3 days after the visit.

4
Review volume in 30 daysStep 4

Dental Pulse will remind you and report the result.

Playbook: New Client Onboarding
Triggered on first case ingestion
Active • Multi-channel
TRIGGER
New dentist sends first case
Auto-detected from lab management system
EMAIL
Welcome pack + lab contact sheet
Personalized with assigned technician & portal login
TASK
Rep check-in call after case delivery
Created in rep queue 24 hours after case marked delivered
WAIT
14 days — if no second case…
Branch rule checks case history automatically
WHATSAPP
Friendly nudge with pickup booking link
Direct WhatsApp message with quick-schedule button

04 — AUTOMATED WORKFLOWS

Consistent follow-up, without the manual effort.

Set up playbooks once for onboarding, win-back and cross-selling. Dental Pulse runs them across email, SMS, WhatsApp and rep tasks.

  • Pre-built playbooks for dental lab milestones
  • Multi-channel delivery across email, SMS and WhatsApp
  • Automated task generation for field and inside reps

HOW IT CONNECTS

The intelligence layer for your lab.

Connect your existing systems in minutes. Dental Pulse sits on top, continuously unifying data, predicting trends and orchestrating actions.

See all integrations
01 / SOURCESLab data inputs
Lab management systems
Magic Touch, LabTrac, Evident, etc.
Accounting & invoicing
QuickBooks, Xero, Stripe, Bill.com
CRM & rep touchpoints
HubSpot, Salesforce, spreadsheets
Website & lead capture
Client intake, doctor portals, forms
Real-time webhook sync & automated ingestion
02 / THE ENGINELive Analysis
DP

Dental Pulse

Unify • Predict • Recommend • Automate

360° Account GraphUNIFIED
Predictive Churn & Volume MLPREDICT
AI Game Plan SequencerACTION
Multi-Channel OrchestrationAUTO
Proprietary dental laboratory algorithms
03 / OUTCOMESMeasurable ROI
↑
Customer retention
Spot at-risk accounts 30 days earlier and stop revenue churn.
↑
Lifetime value per dentist
Expand case mix into high-margin implants, removables, and aligners.
↓
Cost to acquire customers
Nurture incoming leads and preserve doctor relationships automatically.
↓
Hours spent on reporting
Zero manual exports, fragmented spreadsheets, or weekly sync bottlenecks.
Proven across $150M+ in lab case volume

SECURITY & TRUST

Secure by design.

Your customer data is your lab’s most valuable asset. We treat it that way — with rigorous enterprise safeguards at every level.

AES-256 / TLS 1.3

End-to-end encryption

All laboratory, financial, and case records are encrypted in transit via TLS 1.3 and at rest using military-grade AES-256.

Enterprise Verified
GRANULAR PERMISSIONS

Role-based access

Owners, operations leads, and territory reps see only the accounts, pricing tiers, and actions relevant to their assigned scope.

Enterprise Verified
HIPAA & SOC 2 READY

Enterprise compliance

Built to meet and exceed healthcare compliance benchmarks with strict audit logging, access controls, and zero third-party leakage.

Enterprise Verified
DATA SOVEREIGNTY

Your data stays yours

Your proprietary lab data is never used to train public AI models. Export full backups anytime with 100% data sovereignty.

Enterprise Verified

GET STARTED TODAY

See your own lab’s data in Dental Pulse.

Book a 30-minute walkthrough with your real numbers, or start exploring how customer intelligence unifies your sales and operations.