ERP and automation for Dental clinics
Stock, invoicing and finance stop living in three different spreadsheets.
In practice, what changes for dental clinics: What used to be re-typing becomes an automatic, auditable routine.
We implement ERP (Bling, Omie, Tiny, Conta Azul) and routine automation: follow-up cadences, stage-triggered messages, integration between store, CRM and tax invoicing. The goal is always the same — remove repeated typing and give the team time back for selling.
Automation is not decoration: it is what stops a lead going cold while somebody remembers to reply. The cadence runs even on the busiest day.
The typical bottleneck in this sector
Leads arrive on WhatsApp asking the price of an implant or aligner, and the front desk replies between patients. Half the conversations die from no follow-up, not from price.
What changes in the pipeline
- Separate quote requests from booked evaluations — the in-clinic evaluation is the conversion that matters
- Routing by procedure: implants, orthodontics and cosmetics have different ticket and cycle
- Automatic follow-up for people who asked the price and vanished, which is the largest slice
What is included
- ERP implementation covering records, stock, invoicing and finance
- Integration between online store, CRM and ERP
- Automatic follow-up cadence by stage and by idle time
- Operational reporting management can actually read
- Training and optional monthly support
What changes in your operation
What used to be re-typing becomes an automatic, auditable routine.
How we measure results here
Cost per booked evaluation, show-up rate and conversion into treatment.
What defines the cost: how many routines enter the first phase, the volume of migrated data and how many systems must talk to each other. Monthly support is optional.
Straight answers
Can we advertise before-and-after photos and prices?
Brazilian dental ethics rules restrict before-and-after imagery and result promises, and require a named technical lead in the advertising. We build campaigns inside those limits: proof through procedure explanation and clinic structure, not patient results.
Which ERP do you recommend?
It depends on invoice volume, stock and tax regime. The recommendation comes from the diagnosis, with license cost included in the math.
Do you handle Brazilian tax invoicing for foreign companies?
We implement invoicing inside Brazilian ERPs, working alongside your accountant. We are not an accounting firm and we do not give tax advice — we make the systems do what your accountant defines.
Can we automate without replacing our systems?
In most cases, yes. If the current tools expose an API, we integrate what exists. Replacing a system is the last option, not the first.
How long does implementation take?
Four to eight weeks, depending on data migration and how many routines enter the first phase. Migrating stock and history is usually the slowest part, so it goes first in the schedule rather than last.