Free for 3 months, until September 2026.

    Dentaloptima

    PMS vs CRM

    Dental PMS vs Dental CRM: what's the difference?

    Dental practice management systems (PMS) and dental CRMs solve different problems. PMS handles the operational core of your practice. CRM handles lead capture and enquiry conversion. Dentaloptima is both, in one platform.

    FeatureDentaloptimaDental CRM only
    Diary management
    Yes (PMS)
    No, requires separate PMS
    Patient records
    Yes (PMS)
    Lead and contact records only
    Treatment planning
    Yes (PMS)
    No
    Email recalls and reminders
    Yes (PMS)
    Marketing nurture only
    Lead management and conversion
    Yes (built in)
    Yes (core function)
    Patient enquiry forms
    Yes (built in)
    Yes (core function)
    Online booking
    Yes (built in)
    Limited or via integration
    Website included
    Yes
    No
    Reporting
    Practice and patient activity
    Lead pipeline and conversion

    What is a dental PMS?

    A dental practice management system (PMS) is the core operational software your practice uses every day. It manages the diary, patient records, treatments, recalls, reporting, and admin workflows.

    Examples include Dentally, Software of Excellence EX ACT, Sensei Cloud, and Dentaloptima.

    What is a dental CRM?

    A dental CRM focuses on lead management, enquiry conversion, and patient acquisition. It tracks where new patients come from, manages follow-ups, and reports on conversion.

    Examples include DenGro and PatientComms. These tools usually sit alongside a PMS rather than replace it.

    Dentaloptima covers both

    Dentaloptima is a full PMS with practice operations covered, plus a website and online booking that capture and convert new patient enquiries directly. You get the operational core and the lead conversion layer in one platform, for one transparent monthly fee.

    Ready to try it?

    Start free for 3 months. No commitment.