Evaluation
From first contact to accepted treatment.
- Lead
- Contacted
- Evaluation scheduled
- Showed up
- Quote presented
- Treatment accepted
- Lost
Cockpit CRM · Dental clinics
CRM for dental clinic with WhatsApp
The CRM with WhatsApp built for how your clinic works: exam scheduling, fixed-price treatment quotes, treatment in sessions and recall at the right time.
7 days free, no card required. Plans from R$ 99 per month.
In dentistry, the money is in the middle of the journey: between the evaluation and the last session. The patient messages on WhatsApp, books the evaluation, receives the quote, says they will think about it, misses a session and, months later, nobody remembers that the cleaning or the braces maintenance was coming due. Each of those steps is a conversation that only continues if someone remembers it.
Cockpit CRM gives every patient a place in the pipeline and a next step scheduled. The clinic starts with the Evaluation, Treatment and Recall pipelines, a price list of services with fixed prices to use in quotes (the categories come ready, and the clinic adds its own services and prices) and a treatment plan split into sessions, with scheduling and tracking for each one. All with the front desk's WhatsApp on the same screen.
The problem
Where your clinic loses patients today
Messages left unanswered
A patient messages on WhatsApp at night or on the weekend and, by the time the front desk replies, they have already booked somewhere else.
Quotes nobody follows up on
The treatment plan is presented, the patient says they will think about it and nobody calls back.
Treatment that stops halfway
No-shows and reschedules get lost in the calendar, and the patient drops out of treatment without anyone noticing.
Forgotten recalls
Cleanings, braces maintenance, implant check-ups: the patient only comes back if they remember on their own.
With Cockpit, every patient has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Three ready-made pipelines, from first contact to recall
The stages below come set up when you create your account, and you can adjust them to how your team works.
Treatment
Each session of the plan, one by one, until discharge.
- Scheduled
- In treatment
- Last session
- Completed
- Dropped out
Recall
Maintenance and check-ups at the right time.
- Recall due
- Contacted
- Recall scheduled
- Came back
- Not interested
A day at work
What the routine looks like with the CRM.
The front desk opens the queue
Overnight conversations are already in the CRM, with the patient and where the contact came from.
Evaluation scheduled
The patient confirms on WhatsApp and the card moves to Evaluation scheduled.
Instant quote
The dentist builds the quote from the clinic's price list of fixed-price services.
Sessions in the plan
Once treatment is accepted, the sessions go into the plan and each one is tracked to the end.
Nobody forgotten
Anyone who asked for time to think gets a reminder, and anyone who finished is already in the Recall pipeline.
Features
What comes ready for your clinic
Service price list
Add cleanings, fillings, implants and orthodontics with a fixed price, in categories that come ready, and use them in the quote.
Treatment plan in sessions
Accepted treatment becomes a plan with the sessions, the schedule and the progress of each one.
Recall pipeline
Patients who finished treatment enter the Recall pipeline for maintenance and check-ups.
Front desk queue
Contacts are distributed among the team, and the manager sees who is online to take them.
Loss reasons
Price, distance, found it expensive, went silent: find out why each quote didn't close.
Access profiles
Front desk, dentists and management each see what they need. The owner sees everything.
WhatsApp and AI Agent
Your clinic's WhatsApp inside the CRM
Every conversation becomes a patient
Anyone who messages on WhatsApp enters the CRM with a deal already open, with no duplicates for existing patients.
Team inbox
Front desk and dentists on the same number, with a queue, transfers and internal notes the patient can't see.
Quick replies
Address, hours, procedure preparation: one click and the reply goes out standardized.
Photos and documents
X-rays, quotes and prescriptions stay in the conversation and in the patient's history.
Replies instantly, even in the middle of the night
The AI Agent answers on WhatsApp in your clinic's voice, answers questions, schedules the evaluation and hands off to the front desk when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi, how much is a cleaning? Are you open on Saturdays?
Hi! We are open Saturdays from 8 AM to noon. Can I schedule an evaluation for you? I have 9 AM or 10:30 AM.
9 AM works great.
All set, your evaluation is booked for Saturday at 9 AM. See you then!
WhatsApp connects through the official API (the number also stays on the phone app, with Coex) or by QR code.
Frequently asked questions
Questions from dental clinics.
Does the service price list come with my clinic's prices?
No. The categories come ready, but the services and prices are entered by the clinic itself, with a fixed price for each one. After that, you simply use the price list in the patient's quote.
How do I follow a patient who is in the middle of treatment?
Once treatment is accepted, it becomes a plan with the sessions, the schedule and the progress of each one. The Treatment pipeline shows who is scheduled, in treatment, on the last session or has dropped out, so nobody disappears without notice.
Does the CRM store the patient's clinical record?
No. The record holds only the commercial side: procedure of interest, whether self-pay or insured, quote amount, no-shows and preferred provider. There are no medical records or diagnoses in the system.
Can I remind patients about cleanings and maintenance?
Yes. Patients who finish treatment enter the Recall pipeline, with stages such as recall due, contacted and recall scheduled. The front desk sees who needs a call and handles it over WhatsApp inside the CRM.
We already use a scheduling system.
Cockpit handles what comes before and after the chair: the contact, the quote, the treatment and the recall. Your clinical scheduling stays where it is.
The front desk doesn't have time to learn another system.
The CRM comes with your clinic's pipelines and WhatsApp on the same screen. The front desk works where they already work, just organized.
Will I lose my WhatsApp number?
No. With the official API and Coex, your number also keeps working on the phone app. You can also connect by QR code.
What about my patients' data?
Each clinic has its own separate workspace, and each team member sees only what their profile allows.
Plans
One price for the team, everything included.
You pay for the size of your team, not per feature. Monthly, or yearly at a discount.
Pilot
R$ 99 /month
Up to 2 usersTeam
R$ 199 /month
Up to 10 usersChampionship
R$ 399 /month
Up to 50 usersLeague
R$ 699 /month
Up to 100 users
Start today with your clinic already organized.
In minutes your CRM is ready, with the dental pipelines, the service price list and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
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