Trace CRM
CRM for Dental Clinics

Fill your chairs with the patients
you have already paid Meta for.

Every implant, aligner and RCT enquiry costs you ad money. Trace CRM makes sure each one gets a call back, a booked appointment and reminders until treatment starts, and shows you which ad brought the patients who paid.

Under ₹50 a day · 2 users included · No setup fee

₹1,499/month, all-inLive in about 30 minutesAndroid & iPhone appCancel anytime, no lock-in
Real numbers, not rounded ones
1,086 paying customers, every month for the last 7 months

Because we build something real, and real businesses keep paying for it.

The problem

Does this sound familiar?

Dental clinics rarely lose patients because the ads were wrong. They lose them between the price enquiry and the first appointment.

Price enquiries go unanswered

Your implant and aligner ads bring a steady stream of "what is the cost?" enquiries. The front desk calls a few back between patients. The rest go cold by evening.

Booked, then a no-show

They booked a check-up and did not come. Nobody calls to rebook, so a patient you already paid Meta for simply disappears.

Meta never learns who started treatment

Meta counts form fills. It cannot tell a patient who started a full treatment from someone who only wanted a free check-up, so it keeps finding more free check-ups.

Before vs after

What changes at your clinic

Six moments every dental front desk knows, and what happens with Trace.

Moment 1 of 6

"Implant ka kitna lagega?" at 1:30 pm, clinic full

Before Trace

The lead sits in Meta's Leads Center until someone downloads the sheet at 7 pm. By then the patient has booked the clinic that called first.

With Trace

It reaches your treatment coordinator's phone in seconds, assigned automatically. Not called in 15 minutes? They get an alert, and you do if it is still waiting an hour later.

Moment 2 of 6

Numbers arriving as +1 98765…

Before Trace

The form picked the wrong country code. The call fails, the receptionist marks it fake, and a real patient is lost.

With Trace

Trace spots a home mobile with the wrong code and corrects it to +91, so it dials first time.

Moment 3 of 6

Saturday 11 am check-up booked. Chair still empty at 11:15.

Before Trace

The front desk is busy with walk-ins, so nobody calls. By Monday the slot is gone, and so is a patient you already paid Meta for.

With Trace

Move them to Missed Appointment and set a call-back for Monday 10 am. The reminder lands on the receptionist's phone, and the lead sits on the Overdue list until someone logs the call.

Moment 4 of 6

"Let me ask my husband" about a lakh-rupee aligner plan

Before Trace

The plan and the price quoted go into a paper file. Two weeks later nobody remembers what was offered, and the patient has stopped picking up.

With Trace

The plan, the price quoted and the EMI question go on the patient's record with a follow-up date. One filter shows every plan given but not started.

Moment 5 of 6

The same patient fills your form twice in one week

Before Trace

Two receptionists call back with two different prices. It looks careless, and the patient picks the clinic that sounded sure.

With Trace

Trace shows the second form as a repeat enquiry. Merge it into the first, so one person owns the patient and the full history stays together.

Moment 6 of 6

Implant ad or aligner ad: which one fills chairs?

Before Trace

Ads Manager shows a cost per lead for both, not which one brought patients who started treatment. The budget gets split by guesswork.

With Trace

Every patient carries the campaign and ad they came from. Mark Treatment Started and Trace tells Meta, so you see which ad fills chairs and Meta finds more of those patients.

Swipe to see all 6

Pipeline

A pipeline built for
how dental patients decide

Not just "New → Converted". Trace follows the real journey: enquiry, appointment, check-up, treatment plan and the start of treatment.

New Enquiry
Called - Not Reached
Appointment Booked
Check-up Done
Treatment Plan Shared
Treatment StartedMeta is told
Treatment Completed

Rename, add or remove stages to match how you work.

Lead Detail, Rahul Desai
RD

Rahul Desai

+91 98765 43210 · Meta Ads · 2 days ago

New Enquiry
Called - Not Reached
Appointment Booked
Check-up Done
Treatment Plan SharedCurrent
Treatment Started
Treatment Completed

Latest note

“Missing lower molar, wants an implant. Plan and cost explained, asked about EMI. Will confirm after talking to family.”

Call back Saturday, 10:30 AM

Features

Everything your clinic needs

Built around how dental enquiries really move, not adapted from a generic sales CRM.

Dental pipeline, your stages

Enquiry, appointment, check-up, treatment plan, treatment started. Add sub-tags like Implants, Aligners, RCT or Smile Makeover to sort enquiries by treatment.

Meta Instant Forms, live

Every lead from your Meta form appears in Trace within seconds, with every answer they gave. No copying from Facebook, no lost leads.

Tell Meta who became a patient

When a patient reaches Treatment Started, Trace sends that to Meta through its Conversions API. Your ads learn to find more patients like them.

Front desk & doctor roles

Your front desk sees the enquiries assigned to them. Admins see everything across the clinic. Everyone knows whose call it is.

Follow-up reminders

Every call-back becomes a task with a date and time, with a reminder on the phone. Overdue follow-ups get their own list, so none are forgotten.

Automatic lead assignment

New enquiries go to the next person in turn, to whoever has the fewest open leads, or by form or source. Nobody waits to be picked.

Know which ad works

Campaign, ad set and ad on every enquiry. See whether implant, aligner or check-up ads bring patients who actually start treatment.

On your phone

The Trace app for Android and iPhone. Update an enquiry between patients, not at the end of the day.

WhatsApp and calling, when you want them

Connect WhatsApp Business API (Interakt, Wati, AiSensy, Gupshup or Meta Cloud API), or click-to-call with recordings (Exotel, Tata Smartflo, TeleCMI). Both are add-ons we switch on for your account.

How it works

From Meta ad to treatment started

From sign-up to your first lead in the pipeline, the same day.

01

Buy and log in

Pay monthly or for 6 months, by UPI or card, then create your login on the next screen.

02

Connect your Meta form

The setup wizard connects your Meta Instant Form in about 30 minutes. Stuck? Our team helps.

03

Your team follows up

Enquiries are assigned automatically. Calls, appointments, plans and the next follow-up all live on the patient's record.

04

Meta finds more like them

Mark a patient as Treatment Started and Trace tells Meta. Your ads learn who actually sits in the chair.

The maths

₹1,499 a month. Under ₹50 a day.

One implant or aligner patient who would have gone to the clinic down the road pays for Trace for a long time. You are already paying Meta for these enquiries; Trace makes sure each one gets a call back.

  • 2 users included
  • Unlimited leads
  • No setup fee, no hidden charges
  • Or ₹8,094 for 6 months, save ₹900

Pricing

One plan. Everything your clinic needs.

₹1,499 a month, or ₹8,094 for 6 months (save 10%), for 2 users and unlimited leads. Add teammates at ₹499 each.

MOST POPULAR
2 users includedUnlimited leads

Professional

₹1,499

/month

  • Lead pipeline, all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
  • Android & iPhone app

Setup takes about 30 minutes. Our team helps if you get stuck.

SAVE 10%
2 users includedUnlimited leads

6-Month Plan

₹8,094

for 6 months · ₹1,349/mo

Save ₹900 vs paying monthly

  • Lead pipeline, all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
  • Android & iPhone app

Setup takes about 30 minutes. Our team helps if you get stuck.

Custom limitsDedicated support

Enterprise

Custom

For dental chains and multi-branch clinics.

  • Everything in Professional
  • Custom integrations
  • White-label setup
  • Multi-location support
  • Custom onboarding session
  • Priority & dedicated support
Contact us

Setup takes about 30 minutes. Our team helps if you get stuck.

Secure payment

Through Razorpay

UPI or card

All-in, no hidden charges

Cancel anytime

No lock-in, no contract

Real people

Help if you get stuck

Not ready to pay? Try it free for 14 days, no card needed.

Start 14-day free trial

FAQ

Questions owners ask before buying

Straight answers for dental clinics.

Every price enquiry
deserves a call back.

Set up in about 30 minutes. Cancel anytime.

₹1,499/month · 2 users · Cancel anytime