Follow up every new-patient lead in seconds — by SMS, email, and phone.
Ortho CRM follow-up built for speed-to-lead: capture every inquiry, route it to the right teammate, and run multichannel cadences until the consult is booked. Personal outreach plus hands-free automations so fewer leads go cold.
Inbound lead management
Capture every form fill, centralize lists, and keep your pipeline current without manual spreadsheet work.
Outbound sales campaigns
Launch repeatable sequences that combine voice, SMS, and email so reps focus on conversations, not busywork.
Text Message Enablement
Start conversations with leads on their terms. Enable your team to use SMS to close more deals.
Email Responses
Pre-filled and customizable templates make emailing prospects a breeze.
Reporting & Analytics
Know what sales activity has been completed, what's scheduled, and measure the results.
Lead Routing
Route leads based on services, territory, and schedules. Make sure the right person calls at the right time.
- Lead Capture — a lead is captured when a prospect fills out any of your online forms.
- Upload Leads — no matter where you get your lists of target customers, you can seamlessly upload them into LeadSigma for contact.
- Added to Pipeline — once your form is filled out, the lead is automatically put into your pipeline.
- Customize Campaigns — combine phone calls, text messages, and emails with templates so the right message arrives at the right time.
- Multi-Channel Automated Follow-up — let automations handle the heavy lifting with the schedule and content you dictate.
Enhance Lead Manager with AI and Attribution
Pair Automated Follow-Up with our other solutions to build a complete patient acquisition engine.
Further reading
Orthodontic Practice
LeadSigma: The CRM for Orthodontic Practices
LeadSigma is a CRM for orthodontic practices — built to capture every inbound lead, contact in under a minute, and convert consults into shows and starts.
Read more
Lead Management
The Ultimate Guide on Inbound Lead Responsiveness
Inbound lead responsiveness — speed, channel, and follow-up cadence — and why the first ten minutes after an inquiry decide whether the deal closes.
Read more
Lead Management
3 Steps to Improve New Patient Lead Conversion
Three concrete steps every orthodontic and dental practice can take to improve new-patient lead conversion — covering speed-to-contact, channel mix, and follow-up cadence.
Read more
Lead Management
Lead Management Infographic: Why Speed Matters
Following up in the first minute increases conversions by 391% — yet only 37% of companies respond within an hour. The data behind why fast follow-up wins.
Read more