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Orthodontic clinics · CRM

Keep one record for every enquiry, from first call to the last retainer check.

A CRM for an orthodontic clinic is the single place that holds each enquiry, consultation, plan offered, hesitation and recall date. GullySales sets up the fields, stages and habits so the desk records the same things every time, and the doctor can read them at a glance.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Orthodontic clinics: show a real physical business scene illustrating Adjustment visit diary. Book short recurring visits by chair and clinician, with the next interval set when the current visit closes.

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for orthodontic clinics

Sales and marketing for orthodontic clinics, the overview.

Last updated 18 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For orthodontic clinics

Where it usually goes wrong, and what we would do.

  • “Treatment lasts long enough to outlive the desk's memory”

    A patient who consulted several seasons ago and a teenager midway through treatment cannot be held in anyone's head. A record with dates and notes lets any desk colleague pick up the thread.

  • “The reason for hesitation is the most useful field and the least recorded”

    When a family takes the plan home to think, the real reason is price, a second opinion or a teenager's reluctance. Written down, it tells the follow-up what to answer. Unwritten, it is gone by evening.

  • “Dentists, parents and adults need different record types”

    A referring dentist, a child and a parent are linked but separate. A record that ties them together lets the clinic write back to the dentist and call the right adult.

  • “Patient information needs care”

    A record holds health and contact detail. Access should be limited to those who need it, and the clinic should follow the data rules that apply to it. Check with your own adviser.

What we do

What we deliver for orthodontic clinics.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A pipeline in plain stages

    Stages such as enquiry, consultation booked, plan offered, thinking it over, started and not proceeding, each defined in a line.

    Result: A stage list the whole desk uses the same way.

  2. Fields for what matters

    Age group, treatment of interest, source, referring dentist, plan offered, fee range quoted and reason for hesitation.

    Result: A record that answers the doctor's questions without a search.

  3. A tool chosen for your size

    A comparison of real, ordinary options in India, from a shared sheet to a dental practice package, with the trade-offs stated.

    Result: A clear recommendation you can accept or reject.

  4. Desk habits written down

    A one-page rule on what is recorded after each call, who updates it and where WhatsApp conversations are logged.

    Result: A rule new desk staff can follow on day one.

  5. A review rhythm the owner chooses

    A short list of questions the clinic reviews on a rhythm the owner sets, such as stalled plans and missed adjustments.

    Result: A review list the owner can run themselves.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Who it is for

This is written for these orthodontic clinics.

  • Orthodontist-owned standalone braces and aligner clinics
  • Dental clinics with a visiting orthodontist
  • Multi-chair orthodontic practices with a manager at the desk
  • Aligner-focused clinics for working adults
  • Paediatric and early-interceptive orthodontics practices
  • Orthodontists working inside multi-speciality dental chains
  • Clinics that serve students and families near colleges and schools
  • Orthodontists who also handle jaw and bite corrections with oral surgeons

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the CRM work runs

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Do we need paid software?
Not always. A shared sheet with disciplined fields works for a small practice. A dental practice package suits larger ones. We explain the trade-offs and the choice is yours.
Who should see the records?
Only people who need them. Set access by role, and follow the data and professional rules that apply to you. Check with your own adviser, as these differ by state and profession.
Can the record be used for reminders?
Yes, for adjustment and retainer reminders to patients who agreed to be contacted. The record should show that agreement and the preferred channel.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for orthodontic clinics

Everything else we would do for you.

Closest to this: leads and follow-up

Also for orthodontic clinics

Or start from the overview: sales and marketing for orthodontic clinics.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

Tell us what you need