DentalFlow CRM Setup
CRM setup for dental practices, built in 24 hours
Hey IH 👋
I've been working on a simple problem: dental practices lose
potential patients because there's no system to track leads and
follow up consistently. Most small practices don't have the time
or expertise to set up a CRM themselves.
So I built DentalFlow — a ready-to-use Patient Acquisition
Pipeline inside HubSpot's free CRM. It tracks every lead through
7 stages (New Lead → Active Patient), with automatic follow-up
reminders so nothing falls through the cracks.
I set it up inside the practice's own HubSpot account, fully
configured with starter leads, email templates, and a step-by-step
SOP their team can follow weekly — delivered in 24 hours.
Here's a quick demo: https://www.loom.com/share/5e50d6e2c08a440aa1d389c08c640197
This is my first product/service like this, so I'd love feedback
— especially from anyone who's worked with healthcare practices
or sold CRM/automation services before. Does this seem like
something a small practice would actually pay for?
Thanks for reading!
6 Comments
This is close to what I’m testing in local service businesses too.
The pain sounds obvious: missed leads, slow replies, weak follow-up.
But the hard part is proving that the owner feels it as a paid problem, not just a “nice system.”
I’d test one paid setup before improving the CRM itself: 5 practices, one clear offer, one price, and track who actually agrees to pay.
What stood out to me isn't whether the pipeline works.
It's whether the thing being sold is actually the thing practices believe they're buying.
Those can look identical early on, but they tend to lead to very different conclusions about the buyer, the offer, and what makes someone willing to pay.
That's the part I'd be hesitant to feel confident about too quickly from the current assumptions.
Honestly, that's a fair challenge. I built this based on what felt
like an obvious pain point (missed calls, slow follow-up) but I
haven't had enough real conversations with practice owners to know
if that's actually what they'd pay to fix, or if there's a deeper
need I'm missing.
Appreciate you flagging it — gives me a reason to go talk to a few
more before assuming the current direction is right.
What's interesting is that those conversations may not just tell you whether the assumption is right.
They may tell you whether the problem and the purchase decision are even happening in the same place.
That's usually where things start getting much less obvious.
Happy to continue by email if useful.
Really appreciate this — and yes, I'd like to continue by email.
You're right that I haven't separated those two things clearly. My
only real validation so far is one person (my uncle) who I personally
asked, not someone who came to me already feeling the pain and looking
for a solution. That's a gap I hadn't fully named until your comment.
My email is aivedantix@gmail.com — happy to share more context on
what I've tried so far if that's useful on your end too.
Thanks for taking the time on this.
Appreciate it.
Just sent something over.
The distinction you mentioned ended up feeling more important to me than the validation itself.