Built for Modern Dental Practices

Front Desk. One-Click
Patient Scheduling.
No Phone Calls Required.

Respond to new patient inquiries instantly with one-click texting from your dashboard. Capture more opportunities, reduce callbacks, and fill your schedule—faster.

Grow Your
Google Profile
Capture Every
Inquiry
One-Click
Texting
More Scheduled
Patients
White-Glove Onboarding Dedicated Support Cancel Anytime
IntakeIQ dashboard showing patient management, analytics, and one-click patient texting from the dashboard
Text Jessica from the dashboard One-click patient texting appears right where the front desk is already working.
💬 One-click patient texting
Respond in SecondsStop phone tag and capture more patients.
Loved by Front Desk TeamsSave time, reduce stress, and stay organized.
Track Every OpportunityKnow what is working and where patients come from.
Fill Your Schedule FasterMore conversations lead to more scheduled appointments.

Get Started. We configure it with you.

IntakeIQ is not a do-it-yourself sandbox. Start with the plan that fits, complete checkout, and we help configure your account so your front desk can begin tracking real patient opportunities quickly. If it is not a fit in the first 14 days, we refund your payment.

See full guarantee terms →
  • 14-day money-back guarantee
  • White-glove setup support
  • No long-term contract
  • Built for real dental workflows
The Real Growth Problem

Most practices do not have one problem. They have a broken growth loop.

Local visibility, patient inquiries, front desk follow-up, texting, and reporting usually live in separate places. That makes it hard to know where patients came from, who followed up, what was said, and which marketing is actually producing appointments.

  • ! Your competitors can win the patient before they ever visit your website.
  • ! Calls, forms, callbacks, and text conversations get scattered across systems and staff.
  • ! Marketing reports show activity, but not enough patient conversion clarity.
Visibility
to
Patients
Get FoundImprove visibility where local patients search first.
Capture DemandTrack calls, forms, and patient inquiries in one place.
Follow UpCall, text, and manage every opportunity without leaving the workflow.
Measure GrowthSee which sources turn into scheduled patients.
Front Desk Command Center

Text patients without leaving the dashboard.

The front desk should not have to open a full patient record, dig through email, or jump into a separate texting tool just to keep a warm inquiry moving.

IntakeIQ keeps SMS, source context, call status, notes, and follow-up activity close to the patient list, so your team can respond while intent is highest.

  • See every new patient opportunity and follow-up status from the main dashboard
  • Open a patient SMS conversation directly beside the patient name
  • Keep calls, forms, notes, source data, and follow-up activity connected
  • Help your team respond faster while the opportunity is still warm
IntakeIQ dashboard with patient texting window open
Capture New patient opportunities enter one shared workflow.
Message Staff can send manual texts from the dashboard when a cell number is available.
Convert Faster follow-up helps more inquiries become appointments.
Available with IntakeIQ Premium

Start with a clear view of your Google Maps visibility.

Most dental practices know they want more patients from Google, but they cannot see where they are winning, where they are buried, or whether local visibility is actually turning into scheduled appointments.

IntakeIQ Premium adds Google Business Profile growth to the patient opportunity platform. Every Premium practice receives a personalized visibility assessment so you can see where you are winning, where competitors are outranking you, and which opportunities matter most.

  • Measure Google Maps visibility across your local market
  • Improve Google Business Profile strength and consistency
  • Track calls, forms, follow-up, and scheduled patients in IntakeIQ
  • Connect local SEO activity to real patient opportunities

Sample Practice Visibility Report

Every Premium practice receives a personalized Google Business Profile visibility assessment built around their market, keywords, and locations.

4.7 Avg. Map Position
Current Snapshot Visibility gaps
20+20+1820+1620+1920+1720+20+1420+181620+20+151920+20+20+181520+1720+1320+141820+20+1620+
Growth Target Higher visibility
32142535124321214322413253274532645
↔
18.4 → 4.7Average map position
+62%Visibility opportunity
TrackedCalls and patient inquiries
Sample report: Premium includes a personalized visibility assessment for your practice. Ranking opportunities vary by market, keyword, competition, and location.
The Patient Growth Journey

From Google search to scheduled patient, IntakeIQ connects the dots.

Dental growth is not just about getting more clicks. It is about making sure every patient opportunity is captured, followed up, and measured.

G
Google SearchA local patient starts looking for care.
⌂
Business ProfileYour visibility determines whether they see you.
☎
Call or FormThe patient reaches out to your practice.
IQ
IntakeIQThe opportunity is tracked in one system.
💬
Text Follow-UpYour team can message patients directly from the dashboard.
✓
Scheduled PatientThe inquiry becomes a real appointment.
↗
ReportingYou see what actually created growth.
The IntakeIQ Platform

One dashboard for every patient opportunity and follow-up action.

Instead of spreadsheets, sticky notes, memory, disconnected marketing reports, and separate texting tools, IntakeIQ gives your practice a central command center for growth.

IntakeIQ dashboard with patient opportunity tracking and texting
1Capture every inquiryTrack forms, calls, sources, and patient opportunity status.
2Text from the dashboardSend quick manual SMS follow-up from the patient opportunity workflow.
3Measure conversionKnow how many inquiries become scheduled patients.
4Keep staff accountableSee call status, follow-up status, notes, and unresolved opportunities.
Measure What Matters

Marketing reports are not enough. You need patient conversion visibility.

IntakeIQ helps you see the numbers that actually matter to a growing dental practice: leads, follow-up, scheduled patients, source performance, and conversion trends.

91%Follow-up rateExample operational KPI
18Patients scheduledTracked from real inquiries

Source-to-patient visibility

Google Business Profile
88%
Website Forms
74%
Phone Calls
68%
Referrals
51%
The goal is not just more activity. The goal is knowing which channels produce real patient opportunities and giving the front desk faster ways to call, text, and close the loop.

Simple Plans. Built for Patient Growth.

Choose the level of support your practice needs today, then upgrade as your growth system matures.

ProOrganize every patient opportunity.
PremiumGenerate more patient opportunities through Google visibility.
GrowthGain a dedicated marketing partner.
The Platform

IntakeIQ Pro

Give your front desk one intuitive system to manage patient opportunities, track every inquiry, improve follow-up, and reduce opportunities that fall through the cracks.

Best For Practices that already drive enough traffic and just need follow-up under control.
$299/mo
  • Website form lead tracking
  • New and existing patient management
  • Patient opportunity tracking
  • Appointment status management
  • Lead source tracking
  • Callback and follow-up workflows
  • Message history and internal notes
  • Staff accounts

The missing link between your marketing and your practice management system.

Start IntakeIQ Pro → Prefer a walkthrough? Book a demo.
Fractional CMO + Growth

IntakeIQ Growth

Everything in Premium, plus direct Fractional CMO leadership to help your practice turn visibility, patient data, and follow-up insights into a focused growth plan.

Best For Owners who want a senior marketing partner accountable for the whole growth system, not just the software.
$1,999/mo
  • Everything in IntakeIQ Premium
  • Direct Fractional CMO guidance
  • Monthly strategy and accountability sessions
  • Growth roadmap and prioritization
  • Marketing performance interpretation
  • Local visibility and conversion planning
  • Competitor and market monitoring
  • Priority support and onboarding

Premium gives you the system. Growth gives you the system plus an experienced marketing leader working alongside your practice.

Schedule Growth Strategy Call → Questions? Let's talk.
For Practices That Want Leadership

Need more than software?

IntakeIQ Growth combines the platform, Google Business Profile visibility, attribution, and Fractional CMO leadership so your practice has both the system and the human guidance to grow with more clarity.

Growth strategy and prioritization Google Business Profile visibility guidance Marketing accountability and reporting Patient opportunity conversion focus Monthly strategy sessions

Get started with IntakeIQ.

Start tracking every lead, call, and patient opportunity with white-glove setup and a 14-day money-back guarantee.

Frequently Asked Questions

✓ How long does setup take?

Most practices can be up and running in less than a day, depending on access to your website, forms, tracking, and practice details.

✓ Do I need CallRail?

No. IntakeIQ can work with your existing systems, though CallRail provides a stronger attribution and call tracking experience.

✓ Can multiple staff members use IntakeIQ?

Yes. Every plan includes team access so your front desk and management team can stay aligned.

✓ Do you offer onboarding?

Yes. Every plan includes setup support, and Premium and Growth include guided onboarding to help your team launch correctly.

✓ Can you help manage our marketing?

Yes. IntakeIQ Growth focuses on GBP growth, attribution, local visibility, conversion strategy, and ongoing Fractional CMO support.

✓ Can this work for one location?

Yes. IntakeIQ can work for a single practice or a small multi-location group.

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