Recall, treatment plans, and family accounts — practice CRM that fits.
Track recalls, treatment acceptance, and family relationships without fighting a hospital EMR or a generic contact list.
Pipeline · Recall → Scheduled → Treatment → Accepted → Hygiene
(01 — The status quo)
Where dental teams lose the most time.
Every one of these is a workflow VertaFlow was built to replace — not a feature we added later.
Recare patients drift for months
Hygiene slots go empty because recall lists live in a spreadsheet someone updates when they have time.
Customer history scattered across tools
Notes in texts, invoices in accounting, photos on a tech’s phone — nobody sees the full relationship on one screen.
Follow-ups slip when the day gets busy
Estimates sent but never chased, renewals due but not scheduled, and the revenue walks out the door quietly.
The team retypes the same data twice
A job closes in the field, then someone rebuilds the same invoice and timeline in another system at the desk.
Reporting is always a week behind
You find out which services actually make money after the month closes — not while you can still fix the schedule.
Onboarding a new hire takes too long
They learn four logins before they can answer where a customer stands — and clients feel the handoff.
(02 — How it works)
A day in your business, run on VertaFlow.
Five steps from the moment a request arrives to the moment your customer comes back.
- 01
Recall list surfaces due patients
VertaFlow keeps this step on one timeline per customer so your dental team moves faster without losing context.
- 02
Appointment booked with context
VertaFlow keeps this step on one timeline per customer so your dental team moves faster without losing context.
- 03
Treatment plan presented and tracked
VertaFlow keeps this step on one timeline per customer so your dental team moves faster without losing context.
- 04
Acceptance and follow-up on one timeline
VertaFlow keeps this step on one timeline per customer so your dental team moves faster without losing context.
- 05
Family accounts linked for scheduling
VertaFlow keeps this step on one timeline per customer so your dental team moves faster without losing context.
(03 — What you get)
Built specifically for dental workflows.
Not generic CRM fields renamed. Real features mapped to how you actually run the day.
Recall and reactivation lists
Built for dental practices — not a generic CRM with renamed fields.
Treatment plan pipeline
Built for dental practices — not a generic CRM with renamed fields.
Family account linking
Built for dental practices — not a generic CRM with renamed fields.
Automated reminders
Built for dental practices — not a generic CRM with renamed fields.
Plays nicely with
Your existing stack stays.
Built-in connections, plus the tools to link up almost anything else — connect VertaFlow to whatever your dental team already uses.
(04 — Outcomes our customers report)
The numbers that move when the workflow tightens.
Faster follow-up
Less retyping
Clearer pipeline
Frequently asked
The questions dental teams actually ask before they switch. See the full Dental FAQ →
› Is this a full practice management system?
VertaFlow is the CRM and communication layer — recalls, plans, and patient relationships — alongside your clinical system.
› Can I start free without a credit card?
Yes — 30 days on the full product, no card required. Add a card anytime to extend to 60 days.
› Does VertaFlow work on mobile?
The CRM runs in the browser on any phone or tablet — estimates, scheduling, and customer lookup from the field.
› Can I export my data?
CSV export of clients, jobs, invoices, and history whenever you want — no lock-in.
› How fast can we go live?
Sign in with the dental template loaded — pipeline, records, and terminology match your trade on day one.
See VertaFlow with the Dental template loaded.
Start free — 30 days, no card. Your industry pipeline is ready on first login.
VertaFlow Free $0 · paid plans $49–$249/mo (VertaFlow Starter to VertaFlow Scale) — every paid tier includes 30 days free, no card — 60 with a card.