Dental groups (DSOs) and general dental practices across the United States. Start with Today, click any row to open the account, log calls in one click and send emails from templates.
Overdue and due today, oldest first.
Highest scores among accounts not contacted yet, with the person to ask for.
| # | Group | Score | Why contact them | Status | Follow-up | Clinics | Tier | Phone | Contacts |
|---|
Ranked by score: number of dentists (up to 40 pts), independent (20), already offers aligners (25), email (10), website (5), conversation in progress (10 to 30), high priority (15). Click “Score” or any column header to change the order.
| # | Practice | Score | Dentists | Why | Status | Follow-up | City | Area income | Phone | Contacts |
|---|
| Company | Contact | Job title | Priority | Why this person | Phone |
|---|
Each dot is a practice, placed at the center of its ZIP code and colored by score. Zoom in to see streets and cities, click a dot for details. Map © OpenStreetMap contributors (free, no API key).
| Date | Company | Type | Notes | By |
|---|
Activity and results per sales rep over the selected period. Targets are set in Settings › Targets.
| Sales rep | Accounts | Calls | Emails | Meetings | Positive calls | Quotes | Customers | Overdue | Last activity | Last 30 days | Calls vs target |
|---|
Who can sign in, with which role, and which states they cover (territory).
| Role | Can do |
|---|---|
| Admin | Everything: all accounts, settings, team members and roles. |
| Manager | Works and edits every account, assigns accounts to reps, edits templates, prices and targets, sees everyone’s performance. |
| Sales rep | Works their own accounts (assigned to them or in their states) and can claim unassigned ones. Sees all prospects but cannot change another rep’s accounts. Sees their own performance. |
| Viewer | Read-only: can look at everything, cannot change anything. |
Briefs are written by the AI from public web sources, which it cites. Only company names are sent, never contact details. Check the sources before quoting a fact to a prospect.
Web research on accounts in the last 30 days, done automatically or with the “Research” button on an account.
Trade shows and CE webinars: plan meetings, invite prospects, and follow up everyone you met.
The main US dental shows, seminars and congresses (including those for general dentists, dental groups and office managers) can be added in one click with their announced dates — sources: Dentistry Today and Speaking Consulting Network 2026–2027 calendars and the organizers. Check the dates on each organizer’s website before booking.
Loading the assistant…
The assistant only reads the CRM: it analyses, advises and shares the saved news, but it cannot change or export anything. What it reads is sent to the AI provider you chose (without emails, phone numbers or names); with a personal account the provider may use it to improve its models.
A two-minute guided tour shows each feature on screen. Click “Show me” on any card to jump to that part of the tour.
Practices and dentists come from the official NPPES NPI registry (CMS), which lists every dentist with an NPI number. Only general dentists are included (taxonomy 1223G0001X “Dentist, General Practice” and 122300000X “Dentist”). Dentists working at the same address were grouped into one practice. The full monthly file is available at download.cms.gov/nppes/NPI_Files.html.
The NPI registry has no emails or websites. Apollo.io, Hunter.io, or Google Maps extraction (Outscraper, Apify) can add them at scale. Verify addresses (NeverBounce, ZeroBounce) before sending. No email in this CRM was guessed.
CAN-SPAM allows B2B prospecting by email: include a real postal address, a non-misleading subject line, and an unsubscribe link honored within 10 days. Dental groups will ask for the aligners’ FDA registration up front.
Becker’s Dental Review, Group Dentistry Now, group and practice websites (footer, contact, legal and team pages); NPPES NPI registry (CMS), October 2026.
Changes are saved to the shared database and visible to everyone with an account.